Civic Intelligence

Otter Brook Foundation Co Broude & Hochberg LLP

990PF • Fiscal year 2023 • EIN 02-6116982

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 13, 2024

Organization Profile
75 Federal St Ste 1300Boston, MA 02110-2052

(617) 748-5107

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

1.5%

Faster asset growth than 55% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

31%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$14,096

Up $208 (+1.5%) from 2022

Net Assets

Up

$14,096

Up $208 (+1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin99th percentile

Revenue

Up

$208

Up $49 (+31%) from 2022

Expenses

Down

$0

Down $75 (-100%) from 2022

Net Income

Up

$208

Up $124 (+148%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$14,096
Liabilities$0
Net Assets$14,096
Open 2023 Filing

Operations Trend

Revenue Growth73rd 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

2023

Revenue$208
Expenses$0
Net Income$208
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Filer

Filer Name
Otter Brook Foundation
EIN
02-6116982
Phone
6177485107
Address
75 FEDERAL ST STE 1300, BOSTON, MA 02110-2052

Signing Officer

Name
Jennifer L Dubois
Title
Trustee
Phone
6177485107
Signed
2024-09-13

Preparer

Firm
Broude & Hochberg Llp
Address
75 FEDERAL ST STE 1300, BOSTON, MA 02110
Preparer
Jeremy Chase
Phone
6177485100
Raw XML Appendix163 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0208
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0208
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03
IRS990PF/FMVAssetsEOYAmt014096
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013888
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014096
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013888
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014096
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013888
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014096
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014009
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014009
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0210
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0690
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013799
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014009
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JENNIFER L DUBOIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt098 WILFIN RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0S YARMOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002664
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JEFFREY D HUTCHINS ESQ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021102052
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177485107
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0673
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0673
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0673
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER L DUBOIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177485107
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTER BROOK FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BROUDE & HOCHBERG LLP
ReturnHeader/Filer/BusinessNameControlTxt0OTTE
ReturnHeader/Filer/EIN0026116982
ReturnHeader/Filer/PhoneNum06177485107
ReturnHeader/Filer/USAddress/AddressLine1Txt075 FEDERAL ST STE 1300
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021102052
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042232383
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROUDE & HOCHBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 FEDERAL ST STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06177485100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY CHASE
ReturnHeader/ReturnTs02024-09-30T11:11:01-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,096
Liabilities
$0
Net assets
$14,096
Revenue
$208
Expenses
$0
Net income
$208
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
2023Detailed filing. Detailed filing data is available for this year.$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