Civic Intelligence

Lawrence H and Doris M Fisher Family Charitable Fund

990PF • Fiscal year 2016 • EIN 04-2579359

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 10, 2017

63 Kinnicutt RoadWorcester, MA 01602-1548

(508) 755-9758

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-1688%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-44%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$33,698

Down $7,612 (-18%) from 2015

Net Assets

Down

$33,698

Down $7,612 (-18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$451

Down $360 (-44%) from 2015

Expenses

Down

$8,063

Down $99 (-1.2%) from 2015

Net Income

Down

-$7,612

Down $261 (-3.6%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $79,032Liabilities 2010: $0Net Assets 2010: $79,0322010Assets 2011: $68,756Liabilities 2011: $12011Assets 2012: $62,217Liabilities 2012: $0Net Assets 2012: $62,2172012Assets 2013: $57,156Liabilities 2013: $0Net Assets 2013: $57,1562013Assets 2014: $48,661Liabilities 2014: $0Net Assets 2014: $48,6612014Assets 2015: $41,310Liabilities 2015: $0Net Assets 2015: $41,3102015Assets 2016: $33,698Liabilities 2016: $0Net Assets 2016: $33,6982016Assets 2017: $28,831Liabilities 2017: $0Net Assets 2017: $28,8312017Assets 2018: $29,698Liabilities 2018: $0Net Assets 2018: $29,6982018Assets 2019: $23,812Liabilities 2019: $0Net Assets 2019: $23,8122019Assets 2020: $20,900Liabilities 2020: $0Net Assets 2020: $20,9002020Assets 2021: $15,975Liabilities 2021: $0Net Assets 2021: $15,9752021Assets 2022: $13,151Liabilities 2022: $0Net Assets 2022: $13,1512022Assets 2023: $9,242Liabilities 2023: $0Net Assets 2023: $9,2422023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$33,698
Liabilities$0
Net Assets$33,698

Operations Trend

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

$20K$10K$0-$10K-$20KExpenses 2010: $11,7972010Revenue 2011: $542Expenses 2011: $10,818Net Income 2011: -$10,2762011Expenses 2012: $15,7592012Revenue 2013: $678Expenses 2013: $5,739Net Income 2013: -$5,0612013Revenue 2014: $762Expenses 2014: $9,257Net Income 2014: -$8,4952014Revenue 2015: $811Expenses 2015: $8,162Net Income 2015: -$7,3512015Revenue 2016: $451Expenses 2016: $8,063Net Income 2016: -$7,6122016Revenue 2017: $2,520Expenses 2017: $7,387Net Income 2017: -$4,8672017Revenue 2018: $11,203Expenses 2018: $10,336Net Income 2018: $8672018Revenue 2019: $715Expenses 2019: $6,601Net Income 2019: -$5,8862019Revenue 2020: $3,992Expenses 2020: $6,904Net Income 2020: -$2,9122020Revenue 2021: $633Expenses 2021: $5,558Net Income 2021: -$4,9252021Revenue 2022: $2,570Expenses 2022: $5,394Net Income 2022: -$2,8242022Revenue 2023: $3,777Expenses 2023: $12,160Net Income 2023: -$8,3832023Revenue 2024: $271Expenses 2024: $9,545Net Income 2024: -$9,2742024

Highlighted filing

2016

Revenue$451
Expenses$8,063
Net Income-$7,612
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS M FISHERTrustee-$0--
ELAINE F FISHERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lawrence H & Doris M Fisher
EIN
04-2579359
Phone
5087559758
Address
63 KINNICUTT ROAD, WORCESTER, MA 01602-1548

Signing Officer

Name
Doris M Fisher
Title
Trustee
Phone
5087559758
Signed
2017-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Houssan & Ojerholm Pc
Address
27 WEST MOUNTAIN ST, WORCESTER, MA 01606-1342
Preparer
David R Ojerholm CPA
Phone
5087919501
Raw XML Appendix332 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt663 KINNICUTT RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08014
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02052
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06953
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06953
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032281
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05962
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012423
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08014
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05962
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039234
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033272
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt1COMMONWEALTH OF MA TAX FORM PC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DORIS M FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087559758
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAWRENCE H & DORIS M FISHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LAWR
ReturnHeader/Filer/EIN0042579359
ReturnHeader/Filer/PhoneNum05087559758
ReturnHeader/Filer/USAddress/AddressLine1Txt063 KINNICUTT ROAD
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0016021548
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF642BE455B5B1CE17000CA62B4525C30784F262
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C9F27FE29006DED4E4ECB275893047AC9F4C15B3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.39.45.110
ReturnHeader/FilingSecurityInformation/IPDt02017-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:44:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261588653
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOUSSAN & OJERHOLM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 WEST MOUNTAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0016061342
ReturnHeader/PreparerPersonGrp/PhoneNum05087919501
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R OJERHOLM CPA
ReturnHeader/ReturnTs02017-04-10T10:46:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.27$9.55$9.27
2023Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$3.78$12.2$8.38
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$2.57$5.39$2.82
2021Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.63$5.56$4.93
2020Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$3.99$6.90$2.91
2019Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.72$6.60$5.89
2018Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$11.2$10.3$0.87
2017Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$2.52$7.39$4.87
2016Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$0.45$8.06$7.61
2015Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$0.81$8.16$7.35
2014Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$0.76$9.26$8.50
2013Detailed filing. Detailed filing data is available for this year.$57.2$0.00$57.2$0.68$5.74$5.06
2012Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$15.8
2011Summary only. Only limited summary data is available for this year.$68.8$0.00$0.54$10.8$10.3
2010Detailed filing. Detailed filing data is available for this year.$79.0$0.00$79.0$11.8