Civic Intelligence

Dharma Foundation Inc

990 • Fiscal year 2016 • EIN 04-2749860

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 18, 2017

Organization ProfileN/A
1230 Pleasant StreetBarre, MA 01005

(978) 355-2347

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$27,033

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$213,140

Up $20,803 (+11%) from 2015

Net Assets

Up

$212,662

Up $21,246 (+11%) from 2015

Liabilities

Down

$478

Down $443 (-48%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

Down

$258,287

Down $46,557 (-15%) from 2015

Expenses

Down

$238,420

Down $10,562 (-4.2%) from 2015

Net Income

Down

$19,867

Down $35,995 (-64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2016

Assets$213,140
Liabilities$478
Net Assets$212,662
Open 2016 Filing

Operations Trend

Revenue Growth28th 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

2016

Revenue$258,287
Expenses$238,420
Net Income$19,867
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$258,287
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

To promote teaching and practice of insightful meditation according to theravada buddhism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$180,459$193,094▲ $12,635
Investments in Publicly Traded Securities$11,878$18,783▲ $6,905
Accounts Receivable-$1,263-
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$192,337$213,140▲ $20,803
Liabilities
Accounts Payable and Accrued Expenses$921$478▼ $443
Total Liabilities$921$478▼ $443
Net Assets / Fund Balance
Unrestricted Net Assets$191,416$212,662▲ $21,246
Total Net Assets Fund Balance$191,416$212,662▲ $21,246
Total Liabilities and Net Assets / Fund Balance$192,337$213,140▲ $20,803

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$120,236$120,236
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sharon SalzbergTreasurerFT$27,033$27,033
Joseph GoldsteinPresidentPT$3,841$3,841
Carol WilsonDirectorPT$940$940

Board Members and Trustees

NameTitle
Anansuya WeilDirector
Steven SchwartzDirector
Michele McdonaldSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$254,186
Program Service Revenue
$0
Investment Income
$604
Other Revenue
$3,497
All Other Contributions
$254,186
Change in Net Assets
$19,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,864
Salaries, Compensation, and Employee Benefits$38,556
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$80,606--$80,606
Travel$46,825--$46,825
Current Officers, Directors, Trustees, and Key Employees$31,814--$31,814
Fees for Services Management-$24,999-$24,999
Other Salaries and Wages-$6,263-$6,263
Office Expenses$3,525$730-$4,255
Other Expenses$2,837--$2,837
All Other Expenses-$2,500-$2,500
Conferences and Meetings$1,656--$1,656
Occupancy$931--$931
Fees for Services Accounting-$600-$600
Payroll Taxes-$479-$479
Advertising$297--$297
Insurance$231--$231
Total Functional Expenses$202,849$35,571$0$238,420
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sharon SalzbergBoard TreasurerRetreat Leader CompensationNo$27,033
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
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 president and the treasurer review form 990.”

Form 990, Part VI, Section B, Line 12C

“The board reviews for conflicts annually.”

Form 990, Part VI, Section C, Line 19

“The governing documents and conflicts of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Dharma Foundation Inc
EIN
04-2749860
Phone
9783552347
Address
1230 PLEASANT STREET, BARRE, MA 01005

Signing Officer

Name
Joseph Goldstein
Title
President
Phone
9783552347
Signed
2017-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Goldstein
Formed
1982
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
8

Preparer

Firm
Whittlesey & Hadley Pc
Address
14 BOBALA RD, HOLYOKE, MA 01040
Preparer
Thomas Terry
Phone
4135363970
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Retreat leaders: program service expenses 80,606. Management and general expenses 0. Fundraising expenses 0. Total expenses 80,606.”

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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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0304844
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0248421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0255629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0193517
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01260698
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0120236
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0120236
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SHARON SALZBERG
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD TREASURER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt027033
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RETREAT LEADER COMPENSATION
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND THE TREASURER REVIEW FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS FOR CONFLICTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETREAT LEADERS: PROGRAM SERVICE EXPENSES 80,606. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,606.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0192337
IRS990/TotalAssetsEOYAmt0213140
IRS990/TotalAssetsGrp/BOYAmt0192337
IRS990/TotalAssetsGrp/EOYAmt0213140
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0254186
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035571
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0202849
IRS990/TotalFunctionalExpensesGrp/TotalAmt0238420
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0921
IRS990/TotalLiabilitiesEOYAmt0478
IRS990/TotalLiabilitiesGrp/BOYAmt0921
IRS990/TotalLiabilitiesGrp/EOYAmt0478
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0191416
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0212662
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0202849
IRS990/TotalReportableCompFromOrgAmt031814
IRS990/TotalRevenueGrp/ExclusionAmt01015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03086
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0258287
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0192337
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0213140
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt046825
IRS990/TravelGrp/TotalAmt046825
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0191416
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0212662
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01230 PLEASANT STREET
IRS990/USAddress/CityNm0BARRE
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001005
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09783552347
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DHARMA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DHAR
ReturnHeader/Filer/EIN0042749860
ReturnHeader/Filer/PhoneNum09783552347
ReturnHeader/Filer/USAddress/AddressLine1Txt01230 PLEASANT STREET
ReturnHeader/Filer/USAddress/CityNm0BARRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId056BD562EE34DE4B8D8F4BB0309BF614124F91572
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6A38E16272A5CE120D04A8B3AC4BAACF4633009
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.250.21.225
ReturnHeader/FilingSecurityInformation/IPDt02017-10-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:44:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060903326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITTLESEY & HADLEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 BOBALA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLYOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001040
ReturnHeader/PreparerPersonGrp/PhoneNum04135363970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS TERRY
ReturnHeader/ReturnTs02017-10-18T12:30:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,140
Liabilities
$478
Net assets
$212,662
Revenue
$258,287
Expenses
$238,420
Net income
$19,867
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