Civic Intelligence

Susan and Lawrence Bailis Family Foundation

990PF • Fiscal year 2016 • EIN 04-3388172

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 23, 2017

Organization Profile
133 Brattle StreetCambridge, MA 02138

(207) 883-9813

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-133%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$201,670

Down $8,906 (-4.2%) from 2015

Net Assets

Down

$201,670

Down $8,906 (-4.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$6,644

Down $2,187 (-25%) from 2015

Expenses

Down

$15,505

Down $894 (-5.5%) from 2015

Net Income

Down

-$8,861

Down $1,293 (-17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$300K$200K$100K$0Assets 2010: $255,612Liabilities 2010: $0Net Assets 2010: $255,6122010Assets 2011: $241,366Liabilities 2011: $02011Assets 2012: $229,238Liabilities 2012: $0Net Assets 2012: $229,2382012Assets 2013: $229,229Liabilities 2013: $0Net Assets 2013: $229,2292013Assets 2014: $218,174Liabilities 2014: $0Net Assets 2014: $218,1742014Assets 2015: $210,576Liabilities 2015: $0Net Assets 2015: $210,5762015Assets 2016: $201,670Liabilities 2016: $0Net Assets 2016: $201,6702016Assets 2017: $177,616Liabilities 2017: $0Net Assets 2017: $177,6162017Assets 2018: $180,341Liabilities 2018: $0Net Assets 2018: $180,3412018Assets 2019: $164,500Liabilities 2019: $0Net Assets 2019: $164,5002019Assets 2020: $139,243Liabilities 2020: $0Net Assets 2020: $139,2432020Assets 2021: $133,120Liabilities 2021: $0Net Assets 2021: $133,1202021Assets 2022: $117,066Liabilities 2022: $0Net Assets 2022: $117,0662022Assets 2023: $117,702Liabilities 2023: $0Net Assets 2023: $117,7022023Assets 2024: $110,627Liabilities 2024: $0Net Assets 2024: $110,6272024

Highlighted filing

2016

Assets$201,670
Liabilities$0
Net Assets$201,670
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $29,6142010Revenue 2011: $6,549Expenses 2011: $20,747Net Income 2011: -$14,1982011Expenses 2012: $12,6672012Revenue 2013: $7,970Expenses 2013: $7,994Net Income 2013: -$242013Revenue 2014: $11,056Expenses 2014: $22,052Net Income 2014: -$10,9962014Revenue 2015: $8,831Expenses 2015: $16,399Net Income 2015: -$7,5682015Revenue 2016: $6,644Expenses 2016: $15,505Net Income 2016: -$8,8612016Revenue 2017: $4,468Expenses 2017: $28,513Net Income 2017: -$24,0452017Revenue 2018: $22,646Expenses 2018: $19,967Net Income 2018: $2,6792018Revenue 2019: $5,236Expenses 2019: $21,032Net Income 2019: -$15,7962019Revenue 2020: $4,365Expenses 2020: $30,148Net Income 2020: -$25,7832020Revenue 2021: $22,047Expenses 2021: $28,170Net Income 2021: -$6,1232021Revenue 2022: $3,702Expenses 2022: $19,756Net Income 2022: -$16,0542022Revenue 2023: $20,206Expenses 2023: $19,570Net Income 2023: $6362023Revenue 2024: $6,275Expenses 2024: $13,350Net Income 2024: -$7,0752024

Highlighted filing

2016

Revenue$6,644
Expenses$15,505
Net Income-$8,861
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE N BAILISTrustee - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Susan and Lawrence Bailis
EIN
04-3388172
Phone
2078839813
Address
133 BRATTLE STREET, CAMBRIDGE, MA 02138

Signing Officer

Name
Lawrence N Bailis Trustee
Title
Trustee
Phone
2078839813
Signed
2017-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Dawson Smith Purvis & Bassett Pa
Address
15 CASCO STREET, PORTLAND, ME 04101-2902
Preparer
Richard B Dawson
Phone
2078740355
Raw XML Appendix310 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAWRENCE N BAILIS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01016
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06137
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0518
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 DIVIDENDS RECEIVED IN 2017
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0473
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02015 DIVIDENDS RECEIVED IN 2016
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01317
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18542
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt235
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FINANCIAL ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ANNUAL REPORT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01317
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18542
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt235
TaxesSchedule/TaxesDetail/Amt0104
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0104
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE N BAILIS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02078839813
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN AND LAWRENCE BAILIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0043388172
ReturnHeader/Filer/PhoneNum02078839813
ReturnHeader/Filer/USAddress/AddressLine1Txt0133 BRATTLE STREET
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002138
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F4E0F19D9A3A07AF5319F473740666B8D07FD8FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId089FC962B1CF4E4B986A956E5AF7CEEC9170DC199
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.55.220.90
ReturnHeader/FilingSecurityInformation/IPDt02017-03-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:36:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010459941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAWSON SMITH PURVIS & BASSETT PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 CASCO STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0041012902
ReturnHeader/PreparerPersonGrp/PhoneNum02078740355
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B DAWSON
ReturnHeader/ReturnTs02017-04-11T15:09:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$201,670
Liabilities
$0
Net assets
$201,670
Revenue
$6,644
Expenses
$15,505
Net income
-$8,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.20$0.20$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.04$0.20$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.22$0.28$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.30$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.05$0.21$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.23$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.04$0.29$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.07$0.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.09$0.16$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.11$0.22$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.08$0.08$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.13
2011Summary only. Only limited summary data is available for this year.$2.41$0.00$0.07$0.21$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.30