Civic Intelligence

The Dubarry Foundation

990PF • Fiscal year 2016 • EIN 04-3406542

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Goodwin Procter 100 Northern AveBoston, MA 02210

(617) 570-1391

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

78th percentile

20%

Higher net margin than 78% 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

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

89th percentile

60%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Up

$55,138

Up $10,323 (+23%) from 2015

Net Assets

Up

$55,138

Up $10,323 (+23%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$50,734

Up $19,045 (+60%) from 2015

Expenses

Up

$40,411

Up $33,149 (+456%) from 2015

Net Income

Down

$10,323

Down $14,104 (-58%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $16,559Liabilities 2010: $0Net Assets 2010: $16,5592010Assets 2011: $110,443Liabilities 2011: $0Net Assets 2011: $110,4432011Assets 2012: $2,212Liabilities 2012: $0Net Assets 2012: $2,2122012Assets 2013: $70,189Liabilities 2013: $0Net Assets 2013: $70,1892013Assets 2014: $20,388Liabilities 2014: $0Net Assets 2014: $20,3882014Assets 2015: $44,815Liabilities 2015: $0Net Assets 2015: $44,8152015Assets 2016: $55,138Liabilities 2016: $0Net Assets 2016: $55,1382016Assets 2017: $12,875Liabilities 2017: $0Net Assets 2017: $12,8752017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$55,138
Liabilities$0
Net Assets$55,138

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $60,9002010Expenses 2011: $6,3862011Expenses 2012: $108,2572012Revenue 2013: $180,620Expenses 2013: $112,643Net Income 2013: $67,9772013Revenue 2014: $93,367Expenses 2014: $143,168Net Income 2014: -$49,8012014Revenue 2015: $31,689Expenses 2015: $7,262Net Income 2015: $24,4272015Revenue 2016: $50,734Expenses 2016: $40,411Net Income 2016: $10,3232016Revenue 2017: $104Expenses 2017: $42,367Net Income 2017: -$42,2632017Revenue 2018: $31,616Expenses 2018: $44,491Net Income 2018: -$12,8752018

Highlighted filing

2016

Revenue$50,734
Expenses$40,411
Net Income$10,323
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY KATHLEEN O'CONNELL ESQTrustee-$0--
LISA J LIEBERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Dubarry Foundation
EIN
04-3406542
Phone
6175701391
Address
GOODWIN PROCTER 100 NORTHERN AVE, BOSTON, MA 02210

Signing Officer

Name
MARY-KATHLEEN O'CONNELL
Title
Trustee
Phone
6175701391
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Goodwin Procter Llp
Address
100 NORTHERN AVENUE, BOSTON, MA 02210
Preparer
Debora L Powell
Phone
6175701667
Raw XML Appendix389 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PAULO FREIRE SOCIAL JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0161 LOWER WESTFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOLYOKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001040
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt0389
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0129359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt097898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt099341
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0356209
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0129359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt097898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt099341
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029611
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0356209
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0326598
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LISA J LIEBERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1LISA J LIEBERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2LISA J LIEBERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3LISA J LIEBERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0257 SHUTESBURY ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1257 SHUTESBURY ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2257 SHUTESBURY ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3257 SHUTESBURY ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0AMHERST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1AMHERST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2AMHERST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3AMHERST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001002
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd101002
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd201002
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd301002
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt027359
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt19995
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt28049
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt32000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt027359
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt19995
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt28049
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0300 SHS AUTOMATIC DATA PROCESSING INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1100 SHS FISERV INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2100 SHS WALGREENS BOOTS ALLIANCE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-11-11
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22016-11-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SCHOOL MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAOLO FREIRE ARCHIVAL PROJECT - DOCUMENTARY FILM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BOARD MEETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5AMAZON
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt131
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3700
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt451
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt579
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt451
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt579
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0286
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0286
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0LISA J LIEBERMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0257 SHUTESBURY ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0AMHERST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd001002
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY-KATHLEEN O'CONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175701391
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DUBARRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DUBA
ReturnHeader/Filer/EIN0043406542
ReturnHeader/Filer/PhoneNum06175701391
ReturnHeader/Filer/USAddress/AddressLine1Txt0GOODWIN PROCTER 100 NORTHERN AVE
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002210
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC7DBD6FE0114D931C192847802CF371CE54B4BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC7DBD6FE0114D931C192847802CF371CE54B4BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.130.14.76
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:03:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041378465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOODWIN PROCTER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 NORTHERN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06175701667
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORA L POWELL
ReturnHeader/ReturnTs02017-05-15T14:05:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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