Civic Intelligence

Balfour Gold Dusters

990PF • Fiscal year 2012 • EIN 04-2828143

Sep 01, 2011 to Aug 31, 2012 • Filed on Nov 15, 2012

PO Box 73302768
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$9,701

Up $1,777 (+22%) from 2011

Net Assets

Up

$9,701

Up $1,964 (+25%) from 2011

Liabilities

Down

$0

Down $187 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$88,738

Up $1,641 (+1.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $7,924Liabilities 2011: $187Net Assets 2011: $7,7372011Assets 2012: $9,701Liabilities 2012: $0Net Assets 2012: $9,7012012Assets 2013: $80,080Liabilities 2013: $0Net Assets 2013: $80,0802013Assets 2014: $76,710Liabilities 2014: $0Net Assets 2014: $76,7102014Assets 2015: $69,871Liabilities 2015: $0Net Assets 2015: $69,8712015Assets 2016: $62,547Liabilities 2016: $0Net Assets 2016: $62,5472016Assets 2017: $54,799Liabilities 2017: $0Net Assets 2017: $54,7992017Assets 2018: $7,330Liabilities 2018: $0Net Assets 2018: $7,3302018Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $121,823Liabilities 2022: $121,823Net Assets 2022: $02022Assets 2023: $6,088Liabilities 2023: $6,088Net Assets 2023: $02023Assets 2024: $3,099Liabilities 2024: $3,099Net Assets 2024: $02024Assets 2025: $269,548Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2012

Assets$9,701
Liabilities$0
Net Assets$9,701

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $87,0972011Expenses 2012: $88,7382012Revenue 2013: $160,997Expenses 2013: $90,618Net Income 2013: $70,3792013Revenue 2014: $89,688Expenses 2014: $93,058Net Income 2014: -$3,3702014Revenue 2015: $88,929Expenses 2015: $95,768Net Income 2015: -$6,8392015Revenue 2016: $100,704Expenses 2016: $108,028Net Income 2016: -$7,3242016Revenue 2017: $105,618Expenses 2017: $113,366Net Income 2017: -$7,7482017Revenue 2018: $98,137Expenses 2018: $114,702Net Income 2018: -$16,5652018Revenue 2020: $110,359Expenses 2020: $119,001Net Income 2020: -$8,6422020Revenue 2021: $119,582Expenses 2021: $117,028Net Income 2021: $2,5542021Revenue 2022: $280,724Expenses 2022: $163,496Net Income 2022: $117,2282022Revenue 2023: $145,489Expenses 2023: $125,983Net Income 2023: $19,5062023Revenue 2024: $189,684Expenses 2024: $160,641Net Income 2024: $29,0432024Revenue 2025: $527,211Expenses 2025: $272,824Net Income 2025: $254,3872025

Highlighted filing

2012

Revenue-
Expenses$88,738
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE OLDMIXONSecretaryPT$0--
RICHARD TRACYTreasurerPT$0--
MARJORIE IAMPIETROVice PresidentPT$0--
ED ELLISPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-THE BALFOUR GOLD DUSTERS RECEIVE AN ANNUAL GRANT FROM THE BALFOUR FOUNDATION. PART OF THE GRANT IS USED TO FOSTER GOODWILL AMONG THE RETIREES OF THE FORMER BALFOUR COMPANY. THE REMAINDER, AND MAJORITY, OF THE GRANT IS USED TO PROVIDE ASSISTANCE FOR MEDICAL COSTS FOR ITS MEMBERS. THERE IS AN APPLICATION PROCESS TO RECEIVE THE ASSISTANCE AND IT IS CAPPED ANNUALLY FOR EACH INDIVIDUAL. DURING THE FISCAL YEAR ENDING AUGUST 31, 2011 THE BALFOUR GOLD DUSTERS PAID OUT A TOTAL OF $73,003 IN MEDICAL ASSISTANCE PAYMENTS TO APPROXIMATELY 100 MEMBERS.N/AATTLEBORO, MA, US$76,213
Filing and Contact Details

Filer

EIN
04-2828143
Raw XML Appendix283 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
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AccountingFeesSchedule/AccountingFees/Amount0440
AccountingFeesSchedule/AccountingFees/Category0TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE BALFOUR GOLD DUSTERS RECEIVE AN ANNUAL GRANT FROM THE BALFOUR FOUNDATION. PART OF THE GRANT IS USED TO FOSTER GOODWILL AMONG THE RETIREES OF THE FORMER BALFOUR COMPANY. THE REMAINDER, AND MAJORITY, OF THE GRANT IS USED TO PROVIDE ASSISTANCE FOR MEDICAL COSTS FOR ITS MEMBERS. THERE IS AN APPLICATION PROCESS TO RECEIVE THE ASSISTANCE. THE ASSISTANCE IS CAPPED ANNUALLY FOR EACH INDIVIDUAL. DURING THE FISCAL YEAR ENDING AUGUST 31, 2011 THE BALFOUR GOLD DUSTERS PAID OUT A TOTAL OF $73,003 IN MEDICAL ASSISTANCE PAYMENTS TO APPROXIMATELY 100 MEMBERS.
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0152
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02
IRS990PF/DistributableAmount/DistributableAmountBeforeDed02
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IRS990PF/DistributableAmount/TotalTax02
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02
IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARJORIE OLDMIXON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD TRACY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARJORIE IAMPIETRO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ED ELLIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103 LANTERN LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11193 TREMONT STREET 111
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12390 SOUTH MAIN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13260 CLIFF DRIVE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2ATTLEBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3NORTH ATTLEBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002048
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode202703
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio01.86547
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear202.09118
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IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5022471
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0THE ORGANIZATION EARNS INTEREST ON ITS CASH BALANCES.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10RICHARD TRACY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05088230987
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10193 TREMONT STREET 111
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0TAUNTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002780
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10THE ORGANIZATION WAS FOUNDED TO ENHANCE THE LIVES OF THE BALFOUR COMPANY RETIREES. THE ORGANIZATION PROVIDES INFORMATION AND RESOURCES IN THE AREAS OF HEALTH AND FINANCE.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0THE BALFOUR GOLD DUSTERS RECEIVE AN ANNUAL GRANT FROM THE BALFOUR FOUNDATION. PART OF THE GRANT IS USED TO FOSTER GOODWILL AMONG THE RETIREES OF THE FORMER BALFOUR COMPANY. THE REMAINDER, AND MAJORITY, OF THE GRANT IS USED TO PROVIDE ASSISTANCE FOR MEDICAL COSTS FOR ITS MEMBERS. THERE IS AN APPLICATION PROCESS TO RECEIVE THE ASSISTANCE AND IT IS CAPPED ANNUALLY FOR EACH INDIVIDUAL. DURING THE FISCAL YEAR ENDING AUGUST 31, 2011 THE BALFOUR GOLD DUSTERS PAID OUT A TOTAL OF $73,003 IN MEDICAL ASSISTANCE PAYMENTS TO APPROXIMATELY 100 MEMBERS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions085000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10C/O BANK OF AMERICA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0PROVIDENCE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode002903
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0BALFOUR FOUNDATION
IRS990ScheduleB/ContributorInfo/ContributorNumber01
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IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0POSTAGE
OtherExpensesSchedule/OtherExpenses/Description1OFFICE SUPPLIES AND EXPENSES
OtherExpensesSchedule/OtherExpenses/Description2MEMORIAL DONATIONS
OtherExpensesSchedule/OtherExpenses/Description3MEMBER WELFARE - FLOWERS
OtherExpensesSchedule/OtherExpenses/Description4MEMBER MEETINGS AND FUNCTIONS
OtherExpensesSchedule/OtherExpenses/Description5FUNCTION HALL RENTAL
OtherExpensesSchedule/OtherExpenses/Description6BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0517
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1657
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2600
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3202
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks48302
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks51450
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks620
OtherIncomeSchedule2/OtherIncome/Description0MEMBERSHIPSHIP DUES/FEES
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks05250
TaxesSchedule/Taxes/Amount05
TaxesSchedule/Taxes/Category0EXCISE TAX
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0042828143
ReturnHeader/Filer/Name/BusinessNameLine10BALFOUR GOLD DUSTERS
ReturnHeader/Filer/NameControl0BALF
ReturnHeader/Filer/Phone05088230987
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 733
ReturnHeader/Filer/USAddress/City0RAYNHAM CENTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002768
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-15
ReturnHeader/Officer/Name0RICHARD TRACY
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FISHER PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10120 N MAIN ST STE 104
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ATTLEBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0027032248
ReturnHeader/Preparer/Name0J David Lefrancois CPA
ReturnHeader/Preparer/Phone05082221982
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T10:45:10-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.70$0.00$0.00$5.27$2.73$2.54
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$1.90$1.61$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$1.45$1.26$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.00$2.81$1.63$1.17
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.20$1.17$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.10$1.19$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.98$1.15$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.06$1.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.01$1.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.89$0.96$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.90$0.93$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.61$0.91$0.70
2012Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.89
2011Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.87
Peer Organizations

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