Civic Intelligence

The Evelyn Lilly Lutz Foundation

990 • Fiscal year 2017 • EIN 04-2103885

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

Organization ProfileNOT APPLICABLE
500 Cummings Center No 6500Beverly, 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.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

4th percentile

-69%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

65th percentile

9.0%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$11,473,526

Up $942,997 (+9.0%) from 2016

Net Assets

Up

$11,473,526

Up $942,997 (+9.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin4th percentile

Revenue

Up

$375,671

Up $102,100 (+37%) from 2016

Expenses

Up

$633,387

Up $326,463 (+106%) from 2016

Net Income

Down

-$257,716

Down $224,363 (-673%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2017

Assets$11,473,526
Liabilities$0
Net Assets$11,473,526
Open 2017 Filing

Operations Trend

Revenue Growth84th 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

2017

Revenue$375,671
Expenses$633,387
Net Income-$257,716
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Gross Receipts
$1,610,297
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$10,511,977$11,421,472▲ $909,495
Rtn Earn Endowment Incm Other Fnds$8,188,872$9,513,336▲ $1,324,464
Cap Stk Tr Prin Current Funds$2,341,657$1,960,190▼ $381,467
Cash and Non-Interest-Bearing Accounts$18,552$52,054▲ $33,502
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$10,530,529$11,473,526▲ $942,997
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,530,529$11,473,526▲ $942,997
Total Liabilities and Net Assets / Fund Balance$10,530,529$11,473,526▲ $942,997

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$11,421,472--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Suzanne F GravesPresident
Carl SoderlandTrustee
Daniel J McculloughTrustee
David SmailTrustee
Erin F HeiskellTrustee
Forrester a ClarkTrustee
Francis X ClearyTrustee
Gilbert a NorwoodTrustee
Gregory a BazylewiczTrustee
HUGH O'FLYNNTrustee
Henry FrissoraTrustee
JAMES O'HOLLERANTrustee
James ChafeyTrustee
James S HewsonTrustee
Jaqruti PatelTrustee
Jeffrey RubelTrustee
John L GoodTrustee
Jonathan SchreiberTrustee
Joseph W HaleyTrustee
Louis a TramontozziTrustee
Mahesh M PatelTrustee
Mark AllaraTrustee
Patricia Maquire MeserveyTrustee
Peter HerseeTrustee
Philip CormierTrustee
Richard E WylieTrustee
Richard RussellTrustee
Ronald NewmanTrustee
Stephan a BarrandTrustee
Wiliam J OttoTrustee
Anthony FeeherrySecretary
John KnowlesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,198
Program Service Revenue
$0
Investment Income
$369,473
Other Revenue
$0
All Other Contributions
$6,198
Change in Net Assets
$-257,716
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$612,007
Salaries, Compensation, and Employee Benefits$21,380
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-$45,890-$45,890
Comp Disqual Persons$14,000$6,000-$20,000
Fees for Services Accounting$4,980$2,135-$7,115
Conferences and Meetings$1,397--$1,397
Payroll Taxes$966$414-$1,380
Other Expenses$84,343$70-$70
Total Functional Expenses$578,446$54,941$0$633,387
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
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 11B

“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”

Filing and Contact Details

Filer

Filer Name
The Evelyn Lilly Lutz Foundation
EIN
04-2103885
Phone
9782361654
Address
500 CUMMINGS CENTER NO 6500, BEVERLY, MA 01915

Signing Officer

Name
Suzanne F Graves
Title
President
Phone
9789223000
Signed
2018-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne F Graves
Formed
1949
Legal Domicile
Ma
Voting Board Members
32
Independent Board Members
32
Employees
0
Volunteers
0

Preparer

Firm
Grandmaison & Tripoli Llp
Address
7 FEDERAL STREET, DANVERS, MA 01923
Preparer
Michael G Grandmaison
Phone
9787776122
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from previous year”

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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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
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/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0123751
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt032
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01358377
IRS990/GrossReceiptsAmt01610297
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt032
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0245722
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0245722
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010511977
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011421472
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01234626
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION IS ENGAGED IN SUPPORTING AND ENCOURAGING MEDICAL RESEARCH AND CONTINUING EDUCATION IN CONNECTION WITH BEVERLY HOSPITAL, MASSACHUSETTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt011473526
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0123751
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01200713
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt170
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IRS990/OtherExpensesGrp/ProgramServicesAmt184343
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IRS990/OtherExpensesGrp/TotalAmt184343
IRS990/OtherExpensesGrp/TotalAmt2432
IRS990/OtherExpensesGrp/TotalAmt370
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0414
IRS990/PayrollTaxesGrp/ProgramServicesAmt0966
IRS990/PayrollTaxesGrp/TotalAmt01380
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUZANNE F GRAVES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherExpensesAmt0285494
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt021430
IRS990/PYTotalExpensesAmt0306924
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0273571
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-257716
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06000
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08188872
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09513336
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,473,526
Liabilities
$0
Net assets
$11,473,526
Revenue
$375,671
Expenses
$633,387
Net income
-$257,716
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
2017Detailed filing. Detailed filing data is available for this year.$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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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