Civic Intelligence

Shirley Charitable Foundation Inc.

990PF • Fiscal year 2020 • EIN 04-3407236

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Organization Profile
PO Box 1277Shirley, MA 01464

(978) 772-8248

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

3.67x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

5.0%

Faster asset growth than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-43%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$261,688

Up $12,372 (+5.0%) from 2019

Net Assets

$232,082

No earlier filing loaded for comparison.

Liabilities

Up

$29,606

Up $11,084 (+60%) from 2019

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin66th percentile

Revenue

Down

$8,075

Down $6,129 (-43%) from 2019

Expenses

Down

$6,787

Down $9,716 (-59%) from 2019

Net Income

Up

$1,288

Up $3,587 (+156%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2011: $272,095Liabilities 2011: $35,4132011Assets 2012: $245,592Liabilities 2012: $28,5002012Assets 2013: $244,054Liabilities 2013: $21,617Net Assets 2013: $222,4372013Assets 2014: $232,629Liabilities 2014: $22,898Net Assets 2014: $209,7312014Assets 2015: $246,573Liabilities 2015: $21,177Net Assets 2015: $225,3962015Assets 2018: $253,889Liabilities 2018: $20,7962018Assets 2019: $249,316Liabilities 2019: $18,5222019Assets 2020: $261,688Liabilities 2020: $29,606Net Assets 2020: $232,0822020Assets 2021: $265,222Liabilities 2021: $37,618Net Assets 2021: $227,6042021Assets 2022: $283,426Liabilities 2022: $65,748Net Assets 2022: $217,6782022Assets 2023: $259,868Liabilities 2023: $55,380Net Assets 2023: $204,4882023Assets 2024: $245,830Liabilities 2024: $47,324Net Assets 2024: $198,5062024

Highlighted filing

2020

Assets$261,688
Liabilities$29,606
Net Assets$232,082
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

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

$40K$20K$0-$20KRevenue 2011: $22,611Expenses 2011: $25,138Net Income 2011: -$2,5272011Revenue 2012: $8,564Expenses 2012: $28,154Net Income 2012: -$19,5902012Revenue 2013: $26,909Expenses 2013: $21,564Net Income 2013: $5,3452013Revenue 2014: $13,337Expenses 2014: $26,043Net Income 2014: -$12,7062014Revenue 2015: $38,126Expenses 2015: $22,461Net Income 2015: $15,6652015Revenue 2018: $24,429Expenses 2018: $21,724Net Income 2018: $2,7052018Revenue 2019: $14,204Expenses 2019: $16,503Net Income 2019: -$2,2992019Revenue 2020: $8,075Expenses 2020: $6,787Net Income 2020: $1,2882020Revenue 2021: $12,819Expenses 2021: $17,297Net Income 2021: -$4,4782021Revenue 2022: $10,965Expenses 2022: $20,891Net Income 2022: -$9,9262022Revenue 2023: $10,579Expenses 2023: $23,769Net Income 2023: -$13,1902023Revenue 2024: $24,418Expenses 2024: $30,400Net Income 2024: -$5,9822024

Highlighted filing

2020

Revenue$8,075
Expenses$6,787
Net Income$1,288
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN JOHNSTONTreasurer/Director-$0--
DOREEN QUINTILIANIDirector-$0--
EDWIN NOYESPresident/Director-$0--
JOYCE THIBAULTDirector-$0--
PAUL PRZYBYLAClerk/Director-$0--
Filing and Contact Details

Filer

Filer Name
Shirley Charitable Foundation Inc
EIN
04-3407236
Phone
9787728248
Address
PO BOX 1277, SHIRLEY, MA 01464

Signing Officer

Name
Michael L Hartnett
Title
Treasurer
Phone
9787728248
Signed
2021-10-27
Discuss with paid preparer
Yes

Preparer

Firm
David B Alexander Pc
Address
284 AYER ROAD, HARVARD, MA 01451
Preparer
David B Alexander
Phone
9787721400
Raw XML Appendix339 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/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07991
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01207
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADVERTISING
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1539
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3575
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt515
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6525
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02578
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1539
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt515
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6525
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02040
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt018522
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ESCROW DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt029606
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL L HARTNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09787728248
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
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ReturnHeader/Filer/BusinessNameControlTxt0SHIR
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ReturnHeader/Filer/PhoneNum09787728248
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ReturnHeader/Filer/USAddress/CityNm0SHIRLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID B ALEXANDER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0284 AYER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001451
ReturnHeader/PreparerPersonGrp/PhoneNum09787721400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B ALEXANDER
ReturnHeader/ReturnTs02021-11-01T15:09:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTNETT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,688
Liabilities
$29,606
Net assets
$232,082
Revenue
$8,075
Expenses
$6,787
Net income
$1,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.47$1.99$0.24$0.30$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.55$2.04$0.11$0.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.66$2.18$0.11$0.21$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.38$2.28$0.13$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.30$2.32$0.08$0.07$0.01
2019Summary only. Only limited summary data is available for this year.$2.49$0.19$0.14$0.17$0.02
2018Summary only. Only limited summary data is available for this year.$2.54$0.21$0.24$0.22$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.21$2.25$0.38$0.22$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.23$2.10$0.13$0.26$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.44$0.22$2.22$0.27$0.22$0.05
2012Summary only. Only limited summary data is available for this year.$2.46$0.29$0.09$0.28$0.20
2011Summary only. Only limited summary data is available for this year.$2.72$0.35$0.23$0.25$0.03