Civic Intelligence

The Evelyn Lilly Lutz Foundation

990 • Fiscal year 2013 • EIN 04-2103885

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 23, 2014

Organization ProfileNOT APPLICABLE
85 Herrick StreetBeverly, MA 01915

(978) 236-1654

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

5th percentile

0.00x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$10,089,163

Up $1,262,610 (+14%) from 2012

Net Assets

Up

$10,089,163

Up $1,262,610 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin91st percentile

Revenue

Up

$621,258

Up $243,808 (+65%) from 2012

Expenses

Down

$295,926

Down $12,676 (-4.1%) from 2012

Net Income

Up

$325,332

Up $256,484 (+373%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,327,033Liabilities 2010: $0Net Assets 2010: $8,327,0332010Assets 2011: $8,289,990Liabilities 2011: $0Net Assets 2011: $8,289,9902011Assets 2012: $8,826,553Liabilities 2012: $0Net Assets 2012: $8,826,5532012Assets 2013: $10,089,163Liabilities 2013: $0Net Assets 2013: $10,089,1632013Assets 2014: $10,206,487Liabilities 2014: $0Net Assets 2014: $10,206,4872014Assets 2015: $10,120,023Liabilities 2015: $0Net Assets 2015: $10,120,0232015Assets 2016: $10,530,529Liabilities 2016: $0Net Assets 2016: $10,530,5292016Assets 2017: $11,473,526Liabilities 2017: $0Net Assets 2017: $11,473,5262017Assets 2018: $10,465,330Liabilities 2018: $3,022Net Assets 2018: $10,462,3082018Assets 2020: $13,157,521Liabilities 2020: $0Net Assets 2020: $13,157,5212020Assets 2021: $13,889,870Liabilities 2021: $0Net Assets 2021: $13,889,8702021Assets 2022: $11,459,898Liabilities 2022: $0Net Assets 2022: $11,459,8982022Assets 2023: $12,905,351Liabilities 2023: $0Net Assets 2023: $12,905,3512023Assets 2024: $13,492,668Liabilities 2024: $23,022Net Assets 2024: $13,469,6462024

Highlighted filing

2013

Assets$10,089,163
Liabilities$0
Net Assets$10,089,163
Open 2013 Filing

Operations Trend

Revenue Growth90th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $337,6272010Expenses 2011: $149,0622011Revenue 2012: $377,450Expenses 2012: $308,602Net Income 2012: $68,8482012Revenue 2013: $621,258Expenses 2013: $295,926Net Income 2013: $325,3322013Revenue 2014: $2,730,069Expenses 2014: $314,098Net Income 2014: $2,415,9712014Revenue 2015: $1,354,307Expenses 2015: $510,484Net Income 2015: $843,8232015Revenue 2016: $273,571Expenses 2016: $306,924Net Income 2016: -$33,3532016Revenue 2017: $375,671Expenses 2017: $633,387Net Income 2017: -$257,7162017Revenue 2018: $2,102,412Expenses 2018: $426,439Net Income 2018: $1,675,9732018Revenue 2020: $454,045Expenses 2020: $260,506Net Income 2020: $193,5392020Revenue 2021: $972,640Expenses 2021: $792,151Net Income 2021: $180,4892021Revenue 2022: $364,444Expenses 2022: $291,593Net Income 2022: $72,8512022Revenue 2023: $465,174Expenses 2023: $400,743Net Income 2023: $64,4312023Revenue 2024: $842,146Expenses 2024: $1,045,311Net Income 2024: -$203,1652024

Highlighted filing

2013

Revenue$621,258
Expenses$295,926
Net Income$325,332
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 23, 2014
Return Version
2013v3.0
Gross Receipts
$4,381,597
Mission and Program Overview

Mission

The foundation is engaged in supporting and encouraging medical research and continuing education in connection with beverly hospital, massachusetts.

The foundation is engaged in raising funds for medical education and research

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,804,963$10,075,682▲ $1,270,719
Rtn Earn Endowment Incm Other Fnds$6,149,193$7,474,514▲ $1,325,321
Cap Stk Tr Prin Current Funds$2,677,360$2,614,649▼ $62,711
Cash and Non-Interest-Bearing Accounts$21,590$13,481▼ $8,109
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$8,826,553$10,089,163▲ $1,262,610
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,826,553$10,089,163▲ $1,262,610
Total Liabilities and Net Assets / Fund Balance$8,826,553$10,089,163▲ $1,262,610

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$199,925--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Francis X ClearyPresident
Bryant BarnardTrustee
Carl SoderlandTrustee
Caroline HerterTrustee
Catherine C LastavicaTrustee
Daniel J McculloughTrustee
David SmailTrustee
Forrester a ClarkTrustee
Frederick KaudersTrustee
Gilbert a NorwoodTrustee
Gregory a BazylewiczTrustee
HUGH O'FLYNNTrustee
Herbert W BistrongTrustee
JAMES O'HOLLERANTrustee
James ChafeyTrustee
James S HewsonTrustee
Jaqruti PatelTrustee
Jeffrey RubelTrustee
John KnowlesTrustee
John L GoodTrustee
Jonathan SchreiberTrustee
Mahesh M PatelTrustee
Mark AllaraTrustee
Mayo JohnsonTrustee
Patricia Maquire MeserveyTrustee
Peter HerseeTrustee
Richard RussellTrustee
Richard WylieTrustee
Ronald NewmanTrustee
Stephan a BarrandTrustee
Suzanne F GravesTrustee
Thomas W AdamsTrustee
Wayne BurtonTrustee
Joseph W HaleySecretary
Henry FrissoraTreasurer
Wiliam J OttoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,600
Program Service Revenue
$0
Investment Income
$615,658
Other Revenue
$0
All Other Contributions
$5,600
Change in Net Assets
$325,332

Audited Revenue Reconciliation

Revenue per Audited Statements
$621,258
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$621,258
Total Revenue per Form 990
$621,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,557
Salaries, Compensation, and Employee Benefits$21,369
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$39,201-$39,201
Comp Disqual Persons$14,000$6,000-$20,000
Fees for Services Accounting$5,320$2,280-$7,600
Occupancy$4,200$1,800-$6,000
Other Expenses$20,000$3,102-$3,102
Payroll Taxes$958$411-$1,369
Conferences and Meetings$646--$646
All Other Expenses-$307-$307
Office Expenses-$175-$175
Total Functional Expenses$242,650$53,276$0$295,926

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$295,926
Total Expenses per Audited Statements$295,926
Total Expenses per Form 990$295,926
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization reviews the information recorded on form 990 for accuracy.”

Form 990, Part VI, Section C, Line 19

“By request the public can view the financial statements”

Form 990, Part VII

“Francis x cleary - 8 juniper valley road, beverly, ma 01915. Wiliam j otto - one overledge road, manchester, ma 01944. Joseph w. Haley - paine avenue, prides crossing, ma 01965. Gregory a. Bazylewicz - 9 skytop road, manchester, ma 01944. Stephan a. Barrand - 25 thoreau circle, beverly, ma 01915.”

Filing and Contact Details

Filer

EIN
04-2103885
Phone
9782361654

Signing Officer

Name
Francis Cleary
Title
President
Phone
9789223000
Signed
2014-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francis Cleary
Formed
1949
Legal Domicile
Ma
Voting Board Members
36
Independent Board Members
36
Employees
1
Volunteers
0

Preparer

Preparer
Michael G Grandmaison
Phone
9787776122
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from previous year”

Raw XML AppendixShowing 400 of 569 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt350
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt32TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt33TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt34TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt35TRUSTEE
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IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0388043
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt036
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt04381597
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE FOUNDATION IS ENGAGED IN SUPPORTING AND ENCOURAGING MEDICAL RESEARCH AND CONTINUING EDUCATION IN CONNECTION WITH BEVERLY HOSPITAL, MASSACHUSETTS.
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IRS990/OtherExpensesGrp/Desc1MEDICAL CONFERENCES
IRS990/OtherExpensesGrp/Desc2MEDICAL RESEARCH
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03102
IRS990/OtherExpensesGrp/ProgramServicesAmt0112693
IRS990/OtherExpensesGrp/ProgramServicesAmt184833
IRS990/OtherExpensesGrp/ProgramServicesAmt220000
IRS990/OtherExpensesGrp/TotalAmt0112693
IRS990/OtherExpensesGrp/TotalAmt184833
IRS990/OtherExpensesGrp/TotalAmt220000
IRS990/OtherExpensesGrp/TotalAmt33102

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,089,163
Liabilities
$0
Net assets
$10,089,163
Revenue
$621,258
Expenses
$295,926
Net income
$325,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.02$13.5$0.84$1.05$0.20
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.47$0.40$0.06
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.36$0.29$0.07
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.9$0.00$13.9$0.97$0.79$0.18
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.45$0.26$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.00$10.5$2.10$0.43$1.68
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.00$11.5$0.38$0.63$0.26
2016Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.27$0.31$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$1.35$0.51$0.84
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$2.73$0.31$2.42
2013Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.62$0.30$0.33
2012Summary only. Only limited summary data is available for this year.$8.83$0.00$8.83$0.38$0.31$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$0.00$8.29$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.33$0.00$8.33$0.34