Civic Intelligence

Dharma Foundation Inc

990 • Fiscal year 2017 • EIN 04-2749860

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 31, 2018

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

57th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$7,283

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.1%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$304,650

Up $91,510 (+43%) from 2016

Net Assets

Up

$304,244

Up $91,582 (+43%) from 2016

Liabilities

Down

$406

Down $72 (-15%) from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin85th percentile

Revenue

Up

$279,334

Up $21,047 (+8.1%) from 2016

Expenses

Down

$187,534

Down $50,886 (-21%) from 2016

Net Income

Up

$91,800

Up $71,933 (+362%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$304,650
Liabilities$406
Net Assets$304,244
Open 2017 Filing

Operations Trend

Revenue Growth60th 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

2017

Revenue$279,334
Expenses$187,534
Net Income$91,800
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 31, 2018
Return Version
2017v2.0
Gross Receipts
$279,334
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

The mission of the organization is to promote the teaching and practice of insightful meditation according to the tradition of Theravada Buddhism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$193,094$294,592▲ $101,498
Investments in Publicly Traded Securities$18,783$9,069▼ $9,714
Accounts Receivable$1,263$989▼ $274
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$213,140$304,650▲ $91,510
Liabilities
Accounts Payable and Accrued Expenses$478$406▼ $72
Total Liabilities$478$406▼ $72
Net Assets / Fund Balance
Unrestricted Net Assets$212,662$304,244▲ $91,582
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$212,662$304,244▲ $91,582
Total Liabilities and Net Assets / Fund Balance$213,140$304,650▲ $91,510
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sharon SalzbergTreasurerFT$7,283$7,283
Carol WilsonDirectorPT$2,039$2,039

Board Members and Trustees

NameTitle
Joseph GoldsteinPresident
Anansuya WeilDirector
Steven SchwartzDirector
Michele McDonaldSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$276,993
Program Service Revenue
$0
Investment Income
$426
Other Revenue
$1,915
All Other Contributions
$276,993
Change in Net Assets
$91,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,697
Grants and Similar Amounts Paid$24,000
Salaries, Compensation, and Employee Benefits$6,837
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$63,831--$63,831
Fees for Services Other$62,349--$62,349
Foreign Grants$14,500--$14,500
Other Expenses$12,141$0$0$12,141
Office Expenses-$10,392-$10,392
Grants to Domestic Individuals$9,500--$9,500
Other Salaries and Wages$6,283--$6,283
Conferences and Meetings$4,109--$4,109
Occupancy-$1,502-$1,502
Information Technology-$1,059-$1,059
Advertising$949--$949
Payroll Taxes$554--$554
Insurance$365--$365
Total Functional Expenses$174,581$12,953$0$187,534
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Heartwood RefugeHendersonville, NC501(c)(3)General organizational support$10,000
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
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
No
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 reviewed the Form 990 prior to filing with the IRS.”

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

“The board reviews for conflicts annually.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and conflict 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
2018-07-31
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
4

Preparer

Firm
Abigail Campbell
Address
149 Lockwood Road, Barre, MA 01005
Preparer
Abigail Campbell
Phone
4236500246
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Services provided by teachers of Theravada Buddhism”

Form 990, Part XI, Line 9

“Prior period adjustment”

Raw XML AppendixShowing 400 of 436 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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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt010000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0276993
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0257272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0300017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0245176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0252901
IRS990ScheduleA/Total509Grp/TotalAmt01332359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0279334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0258287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0304844
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0248421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0255629
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01346515
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Support for Dharma teaching
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General organizational support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Heartwood Refuge
IRS990ScheduleI/RecipientTable/RecipientEIN0223058493
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0159 Osceola Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Hendersonville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028739
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization provides grants and assistance to teachers of Buddhism. Members of the board select grant recipients. The use of grant funds is not monitored after the funds are disbursed.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The president and the treasurer reviewed the Form 990 prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board reviews for conflicts annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's governing documents and conflict of interest policy are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Services provided by teachers of Theravada Buddhism
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prior period adjustment
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0213140
IRS990/TotalAssetsEOYAmt0304650
IRS990/TotalAssetsGrp/BOYAmt0213140
IRS990/TotalAssetsGrp/EOYAmt0304650
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0276993
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012953
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0174581
IRS990/TotalFunctionalExpensesGrp/TotalAmt0187534
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0478
IRS990/TotalLiabilitiesEOYAmt0406
IRS990/TotalLiabilitiesGrp/BOYAmt0478
IRS990/TotalLiabilitiesGrp/EOYAmt0406
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0212662
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0304244
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0174581
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt09322
IRS990/TotalRevenueGrp/ExclusionAmt02341
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0279334
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0213140
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0304650
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt063831
IRS990/TravelGrp/TotalAmt063831
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0212662
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0304244
IRS990/UponRequestInd0X

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,650
Liabilities
$406
Net assets
$304,244
Revenue
$279,334
Expenses
$187,534
Net income
$91,800
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