Civic Intelligence

Otter Brook Foundation Co Broude & Hochberg LLP

990PF • Fiscal year 2020 • EIN 02-6116982

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
75 Federal St Ste 1300Boston, MA 02110-1921

(617) 748-5100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-75%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$16,794

Up $53 (+0.3%) from 2019

Net Assets

Up

$16,794

Up $53 (+0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin99th percentile

Revenue

Down

$53

Down $160 (-75%) from 2019

Expenses

Down

$0

Down $922 (-100%) from 2019

Net Income

Up

$53

Up $762 (+107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2011: $30,610Liabilities 2011: $0Net Assets 2011: $30,6102011Assets 2012: $24,613Liabilities 2012: $0Net Assets 2012: $24,6132012Assets 2013: $18,542Liabilities 2013: $0Net Assets 2013: $18,5422013Assets 2014: $18,470Liabilities 2014: $0Net Assets 2014: $18,4702014Assets 2015: $18,470Liabilities 2015: $0Net Assets 2015: $18,4702015Assets 2016: $18,470Liabilities 2016: $0Net Assets 2016: $18,4702016Assets 2017: $18,496Liabilities 2017: $0Net Assets 2017: $18,4962017Assets 2018: $17,450Liabilities 2018: $0Net Assets 2018: $17,4502018Assets 2019: $16,741Liabilities 2019: $0Net Assets 2019: $16,7412019Assets 2020: $16,794Liabilities 2020: $0Net Assets 2020: $16,7942020Assets 2021: $13,804Liabilities 2021: $0Net Assets 2021: $13,8042021Assets 2022: $13,888Liabilities 2022: $0Net Assets 2022: $13,8882022Assets 2023: $14,096Liabilities 2023: $0Net Assets 2023: $14,0962023Assets 2024: $29,324Liabilities 2024: $0Net Assets 2024: $29,3242024

Highlighted filing

2020

Assets$16,794
Liabilities$0
Net Assets$16,794
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KExpenses 2011: $6,0752011Expenses 2012: $6,0002012Revenue 2013: $4Expenses 2013: $6,075Net Income 2013: -$6,0712013Revenue 2014: $2Expenses 2014: $75Net Income 2014: -$732014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $26Expenses 2017: $0Net Income 2017: $262017Revenue 2018: $118Expenses 2018: $1,164Net Income 2018: -$1,0462018Revenue 2019: $213Expenses 2019: $922Net Income 2019: -$7092019Revenue 2020: $53Expenses 2020: $0Net Income 2020: $532020Revenue 2021: $4Expenses 2021: $3,000Net Income 2021: -$2,9962021Revenue 2022: $159Expenses 2022: $75Net Income 2022: $842022Revenue 2023: $208Expenses 2023: $0Net Income 2023: $2082023Revenue 2024: $20,228Expenses 2024: $5,000Net Income 2024: $15,2282024

Highlighted filing

2020

Revenue$53
Expenses$0
Net Income$53
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER L DUBOISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Otter Brook Foundation
EIN
02-6116982
Phone
6177485100
Address
75 FEDERAL ST STE 1300, BOSTON, MA 02110-1921

Signing Officer

Name
Jennifer L Dubois
Title
Trustee
Signed
2021-11-15

Preparer

Firm
Broude & Hochberg Llp
Address
75 FEDERAL ST STE 1300, BOSTON, MA 02110
Preparer
Jennifer Kline
Phone
6177485100
Raw XML Appendix160 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016784
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016784
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0252
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0827
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016532
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016784
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNIFER L DUBOIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PETERBOROUGH
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177485100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JENNIFER L DUBOIS
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NH ANNUAL REPORT FILING FEE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER L DUBOIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTER BROOK FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BROUDE & HOCHBERG LLP
ReturnHeader/Filer/BusinessNameControlTxt0OTTE
ReturnHeader/Filer/EIN0026116982
ReturnHeader/Filer/PhoneNum06177485100
ReturnHeader/Filer/USAddress/AddressLine1Txt075 FEDERAL ST STE 1300
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021101921
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06177485100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER KLINE
ReturnHeader/ReturnTs02021-11-15T13:17:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUBOIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,794
Liabilities
$0
Net assets
$16,794
Revenue
$53
Expenses
$0
Net income
$53
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$20.2$5.00$15.2
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.1$0.00$14.1$0.21$0.00$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.00$13.9$0.16$0.08$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$0.00$3.00$3.00
2020Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.05$0.00$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$0.21$0.92$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$0.12$1.16$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$0.00$18.5$0.03$0.00$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$0.00$18.5$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.00$0.00$0.00
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$18.5$0.00$18.5$0.00$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.00$6.08$6.07
2012Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$6.00
2011Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$6.08