Civic Intelligence

Anthony C Simboli Charitable Foundation

990PF • Fiscal year 2022 • EIN 04-2632222

Dec 01, 2021 to Nov 30, 2022 • Filed on Nov 29, 2023

Organization Profile
397 Main StreetWoburn, MA 01801

(781) 460-2006

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

3774%

Higher net margin than 100% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.2%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,693,899

Down $83,603 (-2.2%) from 2021

Net Assets

Down

$3,693,899

Down $83,603 (-2.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,215

Down $2,241,528 (-100%) from 2021

Expenses

Up

$81,388

Up $51,106 (+169%) from 2021

Net Income

Down

-$83,603

Down $2,292,634 (-104%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,155,803Liabilities 2011: $02011Assets 2012: $1,167,023Liabilities 2012: $40,0002012Assets 2013: $1,094,524Liabilities 2013: $02013Assets 2014: $1,296,059Liabilities 2014: $02014Assets 2015: $1,746,401Liabilities 2015: $02015Assets 2016: $1,363,307Liabilities 2016: $0Net Assets 2016: $1,363,3072016Assets 2017: $1,573,307Liabilities 2017: $0Net Assets 2017: $1,573,3072017Assets 2018: $1,406,970Liabilities 2018: $0Net Assets 2018: $1,406,9702018Assets 2019: $1,650,766Liabilities 2019: $0Net Assets 2019: $1,650,7662019Assets 2020: $1,507,757Liabilities 2020: $0Net Assets 2020: $1,507,7572020Assets 2021: $3,777,502Liabilities 2021: $0Net Assets 2021: $3,777,5022021Assets 2022: $3,693,899Liabilities 2022: $0Net Assets 2022: $3,693,8992022Assets 2023: $3,787,178Liabilities 2023: $0Net Assets 2023: $3,787,1782023Assets 2024: $4,021,885Liabilities 2024: $0Net Assets 2024: $4,021,8852024

Highlighted filing

2022

Assets$3,693,899
Liabilities$0
Net Assets$3,693,899
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $142,348Expenses 2011: $86,955Net Income 2011: $55,3932011Revenue 2012: $194,091Expenses 2012: $114,430Net Income 2012: $79,6612012Revenue 2013: $64,433Expenses 2013: $81,412Net Income 2013: -$16,9792013Revenue 2014: $24,736Expenses 2014: $45,718Net Income 2014: -$20,9822014Revenue 2015: $596,947Expenses 2015: $27,073Net Income 2015: $569,8742015Revenue 2016: $221,043Expenses 2016: $549,507Net Income 2016: -$328,4642016Revenue 2017: $538,045Expenses 2017: $382,276Net Income 2017: $155,7692017Revenue 2018: $75,413Expenses 2018: $294,483Net Income 2018: -$219,0702018Revenue 2019: $661,517Expenses 2019: $282,171Net Income 2019: $379,3462019Revenue 2020: $34,478Expenses 2020: $235,936Net Income 2020: -$201,4582020Revenue 2021: $2,239,313Expenses 2021: $30,282Net Income 2021: $2,209,0312021Revenue 2022: -$2,215Expenses 2022: $81,388Net Income 2022: -$83,6032022Revenue 2023: $129,719Expenses 2023: $36,440Net Income 2023: $93,2792023Revenue 2024: $261,824Expenses 2024: $27,117Net Income 2024: $234,7072024

Highlighted filing

2022

Revenue-$2,215
Expenses$81,388
Net Income-$83,603
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Nov 29, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA SIMBOLITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Anthony C Simboli Charitable Foundation
EIN
04-2632222
Phone
7814602006
Address
397 MAIN STREET, WOBURN, MA 01801

Signing Officer

Name
Patricia Simboli
Title
Trustee
Phone
7814602006
Signed
2023-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Walter Shuffain Pc
Address
101 STATION DRIVE SUITE 250, WESTWOOD, MA 02090
Preparer
David Cooper
Phone
6174472700
Raw XML Appendix306 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0194283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0164283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt089448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0133522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0162994
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0250065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0164283
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt085782
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0385964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt089448
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0133522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0162994
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0471746
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0636029
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011860
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011860
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011860
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FROM PASS THROUGH SPECIAL SITUATIONS CAYMAN FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt117537
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117537
TaxesSchedule/TaxesDetail/Amt033816
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt033816
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA SIMBOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814602006
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANTHONY C SIMBOLI CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANTH
ReturnHeader/Filer/EIN0042632222
ReturnHeader/Filer/PhoneNum07814602006
ReturnHeader/Filer/USAddress/AddressLine1Txt0397 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WOBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 STATION DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID COOPER
ReturnHeader/ReturnTs02024-02-15T17:55:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMBOLI
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,693,899
Liabilities
$0
Net assets
$3,693,899
Revenue
-$2,215
Expenses
$81,388
Net income
-$83,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.26$0.03$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.13$0.04$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$2.24$0.03$2.21
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.03$0.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.66$0.28$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.29$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.54$0.38$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.22$0.55$0.33
2015Summary only. Only limited summary data is available for this year.$1.75$0.00$0.60$0.03$0.57
2014Summary only. Only limited summary data is available for this year.$1.30$0.00$0.02$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.17$0.04$0.19$0.11$0.08
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.14$0.09$0.06