Civic Intelligence

Susan and Lawrence Bailis Family Foundation

990PF • Fiscal year 2017 • EIN 04-3388172

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

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-538%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$177,616

Down $24,054 (-12%) from 2016

Net Assets

Down

$177,616

Down $24,054 (-12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$4,468

Down $2,176 (-33%) from 2016

Expenses

Up

$28,513

Up $13,008 (+84%) from 2016

Net Income

Down

-$24,045

Down $15,184 (-171%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2017

Assets$177,616
Liabilities$0
Net Assets$177,616
Open 2017 Filing

Operations Trend

Revenue Growth15th 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

2017

Revenue$4,468
Expenses$28,513
Net Income-$24,045
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-03-01
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 Appendix362 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMBINED JEWISH PHILANTHROPIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH ALLIANCE FOR LAW & SOCIAL ACTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JOIN FOR JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MOUNT AUBURN HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NEW ISRAEL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5KESHET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118 TREMONT STREET SUITE 320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2359 BOYLSTON STREET 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3330 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4437 NEWTONVILLE AVENUE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5284 AMORY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5JAMAICA PLAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4024601934
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013616
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06137
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02601
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02601
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022354
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02601
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02601
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06137
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0527
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 DIVIDENDS RECEIVED IN 2018
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0518
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02016 DIVIDENDS RECEIVED IN 2017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01332
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt17060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt235
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FINANCIAL ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ANNUAL REPORT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12354
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01332
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14706
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt235
TaxesSchedule/TaxesDetail/Amt086
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt086
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE N BAILIS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02078839813
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-01
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/AtSubmissionCreationDeviceId05D10E3558DA4F5C9CE9DB55F6153B055FAFDCFB5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B4A21E4533A5AA743FDE817BB6B26EAA48393E2E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.55.220.90
ReturnHeader/FilingSecurityInformation/IPDt02018-03-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:51:23
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/PreparationDt02018-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B DAWSON
ReturnHeader/ReturnTs02018-03-19T10:04:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$177,616
Liabilities
$0
Net assets
$177,616
Revenue
$4,468
Expenses
$28,513
Net income
-$24,045
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