Civic Intelligence

Ochsner Charitable Foundation

990PF • Fiscal year 2021 • EIN 04-2897510

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 14, 2022

Organization Profile
76 Nashaway RdBolton, MA 01740-1072

(508) 451-1701

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

55th percentile

12%

Higher net margin than 55% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

1.0%

Faster asset growth than 45% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

189%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$95,529

Up $977 (+1.0%) from 2020

Net Assets

Up

$95,529

Up $977 (+1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin55th percentile

Revenue

Up

$7,618

Up $4,982 (+189%) from 2020

Expenses

Up

$6,672

Up $823 (+14%) from 2020

Net Income

Up

$946

Up $4,159 (+129%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$100K$50K$0Assets 2011: $89,758Liabilities 2011: $02011Assets 2012: $89,088Liabilities 2012: $02012Assets 2013: $96,032Liabilities 2013: $02013Assets 2014: $94,517Liabilities 2014: $02014Assets 2015: $91,783Liabilities 2015: $02015Assets 2019: $97,708Liabilities 2019: $02019Assets 2020: $94,552Liabilities 2020: $0Net Assets 2020: $94,5522020Assets 2021: $95,529Liabilities 2021: $0Net Assets 2021: $95,5292021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$95,529
Liabilities$0
Net Assets$95,529
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $7,717Expenses 2011: $5,554Net Income 2011: $2,1632011Revenue 2012: $5,170Expenses 2012: $5,840Net Income 2012: -$6702012Revenue 2013: $13,310Expenses 2013: $6,366Net Income 2013: $6,9442013Revenue 2014: $4,516Expenses 2014: $6,031Net Income 2014: -$1,5152014Revenue 2015: $3,876Expenses 2015: $6,610Net Income 2015: -$2,7342015Revenue 2019: $3,112Expenses 2019: $4,618Net Income 2019: -$1,5062019Revenue 2020: $2,636Expenses 2020: $5,849Net Income 2020: -$3,2132020Revenue 2021: $7,618Expenses 2021: $6,672Net Income 2021: $9462021Revenue 2022: $600Expenses 2022: $96,129Net Income 2022: -$95,5292022

Highlighted filing

2021

Revenue$7,618
Expenses$6,672
Net Income$946
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter M OchsnerTrustee-$0--
Judith G OchsnerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ochsner Charitable Foundation
EIN
04-2897510
In Care Of
% Peter Ochsner
Address
76 NASHAWAY RD, BOLTON, MA 01740-1072

Signing Officer

Name
Peter Ochsner
Title
trustee
Signed
2022-03-14
Raw XML Appendix316 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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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02685
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities - common
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02685
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0946
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Peter M Ochsner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Judith G Ochsner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01684
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04988
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06672
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03821
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04988
OtherIncreasesSchedule/OtherIncreasesDetail/Amt031
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0balancing entry
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0855
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0855
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0855
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt137
TaxesSchedule/TaxesDetail/CategoryTxt0State of MA filing Fee
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Income Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt137
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt137
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum05084511701
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Ochsner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCHSNER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OCHS
ReturnHeader/Filer/EIN0042897510
ReturnHeader/Filer/ForeignPhoneNum05084511701
ReturnHeader/Filer/InCareOfNm0% Peter Ochsner
ReturnHeader/Filer/USAddress/AddressLine1Txt076 NASHAWAY RD
ReturnHeader/Filer/USAddress/CityNm0BOLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0017401072
ReturnHeader/ReturnTs02022-03-14T11:02:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,529
Liabilities
$0
Net assets
$95,529
Revenue
$7,618
Expenses
$6,672
Net income
$946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.60$96.1$95.5
2021Detailed filing. Detailed filing data is available for this year.$95.5$0.00$95.5$7.62$6.67$0.95
2020Detailed filing. Detailed filing data is available for this year.$94.6$0.00$94.6$2.64$5.85$3.21
2019Summary only. Only limited summary data is available for this year.$97.7$0.00$3.11$4.62$1.51
2015Summary only. Only limited summary data is available for this year.$91.8$0.00$3.88$6.61$2.73
2014Summary only. Only limited summary data is available for this year.$94.5$0.00$4.52$6.03$1.52
2013Summary only. Only limited summary data is available for this year.$96.0$0.00$13.3$6.37$6.94
2012Summary only. Only limited summary data is available for this year.$89.1$0.00$5.17$5.84$0.67
2011Summary only. Only limited summary data is available for this year.$89.8$0.00$7.72$5.55$2.16