Civic Intelligence

Dharma Foundation Inc

990EZ • Fiscal year 2012 • EIN 04-2749860

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 12, 2013

Organization ProfileN/A
1230 Pleasant Street01005
Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

60th percentile

7.3%

Higher net margin than 60% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$97,477

Up $13,933 (+17%) from 2011

Net Assets

Up

$97,101

Up $14,152 (+17%) from 2011

Liabilities

Down

$376

Down $219 (-37%) from 2011

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

Up

$193,517

Up $27,244 (+16%) from 2011

Expenses

Up

$179,366

Up $5,438 (+3.1%) from 2011

Net Income

Up

$14,151

Up $21,806 (+285%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$400K$300K$200K$100K$0Assets 2010: $91,076Liabilities 2010: $471Net Assets 2010: $90,6052010Assets 2011: $83,544Liabilities 2011: $595Net Assets 2011: $82,9492011Assets 2012: $97,477Liabilities 2012: $376Net Assets 2012: $97,1012012Assets 2013: $162,009Liabilities 2013: $341Net Assets 2013: $161,6682013Assets 2014: $136,689Liabilities 2014: $1,052Net Assets 2014: $135,6372014Assets 2015: $192,337Liabilities 2015: $921Net Assets 2015: $191,4162015Assets 2016: $213,140Liabilities 2016: $478Net Assets 2016: $212,6622016Assets 2017: $304,650Liabilities 2017: $406Net Assets 2017: $304,2442017Assets 2018: $340,248Liabilities 2018: $644Net Assets 2018: $339,6042018Assets 2019: $239,311Liabilities 2019: $1,450Net Assets 2019: $237,8612019Assets 2020: $189,944Liabilities 2020: $1,001Net Assets 2020: $188,9432020Assets 2021: $158,668Liabilities 2021: $0Net Assets 2021: $158,6682021

Highlighted filing

2012

Assets$97,477
Liabilities$376
Net Assets$97,101
Open 2012 Filing

Operations Trend

Revenue Growth69th percentile

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

$400K$200K$0-$200KRevenue 2010: $147,597Expenses 2010: $191,827Net Income 2010: -$44,2302010Revenue 2011: $166,273Expenses 2011: $173,928Net Income 2011: -$7,6552011Revenue 2012: $193,517Expenses 2012: $179,366Net Income 2012: $14,1512012Revenue 2013: $255,629Expenses 2013: $191,062Net Income 2013: $64,5672013Revenue 2014: $248,421Expenses 2014: $274,984Net Income 2014: -$26,5632014Revenue 2015: $304,844Expenses 2015: $248,982Net Income 2015: $55,8622015Revenue 2016: $258,287Expenses 2016: $238,420Net Income 2016: $19,8672016Revenue 2017: $279,334Expenses 2017: $187,534Net Income 2017: $91,8002017Revenue 2018: $303,390Expenses 2018: $267,867Net Income 2018: $35,5232018Revenue 2019: $97,714Expenses 2019: $199,938Net Income 2019: -$102,2242019Revenue 2020: $48,125Expenses 2020: $98,033Net Income 2020: -$49,9082020Revenue 2021: $9,017Expenses 2021: $39,293Net Income 2021: -$30,2762021

Highlighted filing

2012

Revenue$193,517
Expenses$179,366
Net Income$14,151
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 12, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

The mission of the organization is to promote the teaching and practice of insightful meditation according to the tradition of theravada buddhism

Filing and Contact Details

Filer

EIN
04-2749860
Raw XML Appendix175 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.

Path#Value
CompensationExplanation/Compensation/PersonName0JOSEPH B GOLDSTEIN
CompensationExplanation/Compensation/PersonName1SHARON M SALZBERG
CompensationExplanation/Compensation/PersonName2MICHELE MCDONALD
CompensationExplanation/Compensation/PersonName3ANANSUYA WEIL
CompensationExplanation/Compensation/PersonName4CAROL WILSON
CompensationExplanation/Compensation/PersonName5STEVEN SCHWARTZ
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY083544
IRS990EZ/CashSavingsAndInvestments/EOY097477
IRS990EZ/ContributionsGiftsGrantsEtc0176374
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear014151
IRS990EZ/FeesAndOthPymtToIndContractors01500
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts0193517
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome06885
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY082950
IRS990EZ/NetAssetsOrFundBalancesBOY082950
IRS990EZ/NetAssetsOrFundBalances/EOY097101
IRS990EZ/NetAssetsOrFundBalancesEOY097101
IRS990EZ/OccupancyRentUtilitiesAndMaint013550
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOSEPH B GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1SHARON M SALZBERG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MICHELE MCDONALD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3ANANSUYA WEIL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4CAROL WILSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5STEVEN SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal0156229
IRS990EZ/OtherRevenueTotal010258
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE TEACHING AND PRACTICE ON INSIGHT MEDIATION ACCORDING TO THE TRADITION OF THERAVADA BUDDHISM.
IRS990EZ/PrintingPublicationsPostage0540
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE TEACHING AND PRACTICE ON INSIGHT MEDIATION ACCORDING TO THE TRADITION OF THERAVADA BUDDHISM.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0169504
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits07547
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY0594
IRS990EZ/SumOfTotalLiabilities/EOY0376
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101230 PLEASANT STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BARRE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001005
IRS990EZ/TheBooksAreInCareOf/NamePerson0SUSAN O'BRIEN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09783552347
IRS990EZ/TotalAssets/BOY083544
IRS990EZ/TotalAssets/EOY097477
IRS990EZ/TotalExpenses0179366
IRS990EZ/TotalProgramServiceExpenses0169504
IRS990EZ/TotalRevenue0193517
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear0176374
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0153204
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0138240
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years0156564
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0176777
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0801159
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear06608
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year07625
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years08733
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years08472
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years06775
IRS990ScheduleA/GrossInvestmentIncome509/Total038213
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear010535
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year05444
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0624
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years04005
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total020608
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear06608
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year07625
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years08733
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years08472
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years06775
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total038213
IRS990ScheduleA/InvestmentIncomePercentage00.04000
IRS990ScheduleA/PriorYearSupportPercentage00.95310
IRS990ScheduleA/PriorYrInvestIncomePercentage00.05000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.95560
IRS990ScheduleA/PublicSupportTotal5090821767
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0186909
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0158648
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0138864
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0156564
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0180782
IRS990ScheduleA/Total509/Total0821767
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0193517
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0166273
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0147597
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0165036
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0187557
IRS990ScheduleA/TotalSupportTotal/Total0859980
IRS990ScheduleO/GeneralExplanation/Explanation0REIMBURSEMENTS 10,258 TOTAL 10,258
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES OFFICE 30 TRAVEL 38,815 INSURANCE 225 AUTO 2,057 BANK CHARGE 50 BOOKS 4,735 CONTRIBUTIONS 6,020 DANA EXPENSES 14,819 EQUIPMENT EXPENSES 2,025 GROCERIES 1,083 MEALS & ENTERTAINMENT 14,036 RECORDING 86 SEMINARS 795 SUPPLIES 1,623 TELEPHONE 1,000 UTITITIES 2,069 1099 EXPENSES 66,761 TOTAL 156,229
IRS990ScheduleO/GeneralExplanation/Explanation2COMPUTER EQUIPMENT 0 0 AUTO/TRANSPORTATION EQUIPMENT 0 0 FURNITURE AND FIXTURES 0 0 TOTAL 0 0
IRS990ScheduleO/GeneralExplanation/Explanation3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 594 376
IRS990ScheduleO/GeneralExplanation/Explanation4THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE TEACHING AND PRACTICE ON INSIGHT MEDIATION ACCORDING TO THE TRADITION OF THERAVADA BUDDHISM.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier4PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0042749860
ReturnHeader/Filer/Name/BusinessNameLine10DHARMA FOUNDATION INC
ReturnHeader/Filer/NameControl0DHAR
ReturnHeader/Filer/Phone09783552347
ReturnHeader/Filer/USAddress/AddressLine101230 PLEASANT STREET
ReturnHeader/Filer/USAddress/City0BARRE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001005
ReturnHeader/Officer/DateSigned02013-02-12
ReturnHeader/Officer/Name0JOSEPH B GOLDSTEIN
ReturnHeader/Officer/Phone09783552347
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-02-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SJ DENNEN CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10510 TURNPIKE STREET SUITE 203
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NORTH ANDOVER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0018455822
ReturnHeader/Preparer/Name0STEVEN J DENNEN
ReturnHeader/Preparer/Phone09786882581
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-02T14:07:22-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$97,477
Liabilities
$376
Net assets
$97,101
Revenue
$193,517
Expenses
$179,366
Net income
$14,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.09$0.39$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.01$1.89$0.48$0.98$0.50
2019Detailed filing. Detailed filing data is available for this year.$2.39$0.01$2.38$0.98$2.00$1.02
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.01$3.40$3.03$2.68$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.04$2.79$1.88$0.92
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$2.58$2.38$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$3.05$2.49$0.56
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.01$1.36$2.48$2.75$0.27
2013Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$2.56$1.91$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$1.94$1.79$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.01$0.83$1.66$1.74$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$1.48$1.92$0.44