Civic Intelligence

The Thoracic Foundation C/O Taylor Ganson & Perrin LLP

EIN 04-2226641 • Boston, MA

160 Federal St 20thBoston, MA 02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

57th percentile

9.3%

Higher net margin than 57% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2022

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

491%

Faster revenue growth than 97% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,376,544

Up $64,680 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,376,544

Up $64,680 (+1.2%) from 2023

Revenue

Up

$746,280

Up $619,990 (+491%) from 2023

Expenses

Up

$677,086

Up $54,071 (+8.7%) from 2023

Net Income

Up

$69,194

Up $565,919 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,487,740Liabilities 2011: $02011Assets 2012: $4,386,537Liabilities 2012: $02012Assets 2013: $4,958,552Liabilities 2013: $02013Assets 2014: $4,822,156Liabilities 2014: $02014Assets 2015: $5,119,000Liabilities 2015: $02015Assets 2019: $5,206,743Liabilities 2019: $02019Assets 2020: $5,107,955Liabilities 2020: $0Net Assets 2020: $5,107,9552020Assets 2021: $5,510,090Liabilities 2021: $0Net Assets 2021: $5,510,0902021Assets 2022: $5,805,994Liabilities 2022: $0Net Assets 2022: $5,805,9942022Assets 2023: $5,311,864Liabilities 2023: $0Net Assets 2023: $5,311,8642023Assets 2024: $5,376,544Liabilities 2024: $0Net Assets 2024: $5,376,5442024

Highlighted filing

2024

Assets$5,376,544
Liabilities$0
Net Assets$5,376,544

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $563,778Expenses 2011: $537,194Net Income 2011: $26,5842011Revenue 2012: $275,995Expenses 2012: $386,260Net Income 2012: -$110,2652012Revenue 2013: $895,115Expenses 2013: $324,923Net Income 2013: $570,1922013Revenue 2014: $311,138Expenses 2014: $447,202Net Income 2014: -$136,0642014Revenue 2015: $677,058Expenses 2015: $380,929Net Income 2015: $296,1292015Revenue 2019: $1,219,592Expenses 2019: $561,303Net Income 2019: $658,2892019Revenue 2020: $448,518Expenses 2020: $549,607Net Income 2020: -$101,0892020Revenue 2021: $1,071,358Expenses 2021: $661,375Net Income 2021: $409,9832021Revenue 2022: $908,624Expenses 2022: $621,193Net Income 2022: $287,4312022Revenue 2023: $126,290Expenses 2023: $623,015Net Income 2023: -$496,7252023Revenue 2024: $746,280Expenses 2024: $677,086Net Income 2024: $69,1942024

Highlighted filing

2024

Revenue$746,280
Expenses$677,086
Net Income$69,194

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hilary WorthenTrustee-$0--
Edward R MartinTrustee-$0--
Patricia ShepardTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Thoracic Foundation
EIN
04-2226641
Phone
6179512777
Address
160 Federal St 20th, Boston, MA 02110

Signing Officer

Name
Edward R Martin
Title
Trustee
Phone
6179512777
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Taylor Ganson & Perrin LLP
Address
160 Federal Street 20th Floor, Boston, MA 02110
Preparer
Edward R Martin Esq
Phone
6179512777
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63952 shs Generac Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64474 shs Goldman Sachs Group Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651,714 shs Guidwire Software Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm662,938 shs HCI Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671,028 shs Inari Medical Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68301 shs Intuit Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm695,651 shs Kratos Defense & Security Solutions Com.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm707,124 shs Livent Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71972 shs Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm723,871 shs Primoris Services Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73936 shs Salesforce Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm744,585 shs Select Medical Holdings Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75803 shs Snap-On Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm762,904 shs Sterling Infrastructure
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7714,220 shs Sunopta Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm782,882 shs Tenet Healthcare Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791,521 shs Walt Disney Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80830 shs Zscaler Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm813,317 shs BP Spon ADR EAch Rep 6 ORD shs
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0280141
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0279812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt025328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt314983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt410215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt59408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt69576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7913520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt025,000 Hasbro3% due 11/19/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125,000 Coach Inc 4.25% due 4/1/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt225,000 Molson Coors Brewing Co
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt315,000 Coach Inc 4.125% due 7/15/27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt410,000 Sherwin Williams Company 2.3% CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt510,000 CVS Health 3% cpn 8/15/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt610,000 EBAY Inc 3.6% CPN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7913,520.16 units of State Street Treas. MMF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt223956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt314263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt59562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69674
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7913520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0114169
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-3173
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015054
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0240
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0126290
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0126290
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09343
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09343
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0129463
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt051763
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt051763
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0475446
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0475446
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0114169
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0114169
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0114169
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-496725
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03925325
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt015054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015054
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3173
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt079639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt079639
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0129463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0475446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0144345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0623015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0129463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0126290
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0144345
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0147569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11996-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21995-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31995-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41995-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52007-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61995-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71997-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81995-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102010-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122004-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212007-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222007-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232005-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242008-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282022-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292015-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312023-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322023-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362023-06-15

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