Civic Intelligence

William R and Ruth D Cuming Char Foundation

990PF • Fiscal year 2013 • EIN 04-3423911

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 23, 2014

C/O Jon E Steffensen 45 SchoolStreetCambridge, MA 02108

(617) 523-7935

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-984%

Higher net margin than 1% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

17th percentile

-5.5%

Faster asset growth than 17% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Down

$1,377,692

Down $79,629 (-5.5%) from 2012

Net Assets

Down

$1,377,692

Down $79,629 (-5.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$8,045

No earlier filing loaded for comparison.

Expenses

Up

$87,175

Up $81,020 (+1316%) from 2012

Net Income

-$79,130

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,540,207Liabilities 2011: $02011Assets 2012: $1,457,321Liabilities 2012: $0Net Assets 2012: $1,457,3212012Assets 2013: $1,377,692Liabilities 2013: $0Net Assets 2013: $1,377,6922013Assets 2014: $1,308,059Liabilities 2014: $0Net Assets 2014: $1,308,0592014Assets 2015: $2,242,170Liabilities 2015: $0Net Assets 2015: $2,242,1702015Assets 2016: $2,167,738Liabilities 2016: $0Net Assets 2016: $2,167,7382016Assets 2017: $2,545,623Liabilities 2017: $0Net Assets 2017: $2,545,6232017Assets 2018: $2,155,630Liabilities 2018: $0Net Assets 2018: $2,155,6302018Assets 2019: $1,844,590Liabilities 2019: $0Net Assets 2019: $1,844,5902019Assets 2020: $1,282,248Liabilities 2020: $0Net Assets 2020: $1,282,2482020Assets 2021: $1,190,993Liabilities 2021: $0Net Assets 2021: $1,190,9932021Assets 2022: $690,125Liabilities 2022: $0Net Assets 2022: $690,1252022Assets 2023: $231,713Liabilities 2023: $0Net Assets 2023: $231,7132023Assets 2024: $32,712Liabilities 2024: $27,784Net Assets 2024: $4,9282024

Highlighted filing

2013

Assets$1,377,692
Liabilities$0
Net Assets$1,377,692

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $203,823Expenses 2011: $23,845Net Income 2011: $179,9782011Expenses 2012: $6,1552012Revenue 2013: $8,045Expenses 2013: $87,175Net Income 2013: -$79,1302013Revenue 2014: $21,107Expenses 2014: $92,240Net Income 2014: -$71,1332014Revenue 2015: $1,032,303Expenses 2015: $98,784Net Income 2015: $933,5192015Revenue 2016: $21,151Expenses 2016: $134,420Net Income 2016: -$113,2692016Revenue 2017: $538,265Expenses 2017: $158,609Net Income 2017: $379,6562017Revenue 2018: -$170,855Expenses 2018: $214,197Net Income 2018: -$385,0522018Revenue 2019: -$151,071Expenses 2019: $137,004Net Income 2019: -$288,0752019Revenue 2020: -$411,386Expenses 2020: $191,929Net Income 2020: -$603,3152020Revenue 2021: $96,625Expenses 2021: $187,880Net Income 2021: -$91,2552021Revenue 2022: -$301,129Expenses 2022: $199,739Net Income 2022: -$500,8682022Revenue 2023: -$261,732Expenses 2023: $221,271Net Income 2023: -$483,0032023Revenue 2024: $7,837Expenses 2024: $37,603Net Income 2024: -$29,7662024

Highlighted filing

2013

Revenue$8,045
Expenses$87,175
Net Income-$79,130
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 23, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON E STEFFENSENTrustee-$0--
JOHN W CUMINGTrustee-$0--
Filing and Contact Details

Filer

EIN
04-3423911
Phone
6175237935

Signing Officer

Name
Jon E Steffensen
Title
Trustee
Phone
6175237935
Signed
2014-07-23
Discuss with paid preparer
Yes

Preparer

Preparer
Bradford G Carlson
Phone
7814070300
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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10CASTLE POINT OF HUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1111 HILLS BEACH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0HOBOKEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BIDDEFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0070305991
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode104004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt080039
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/AppliedToCurrentYearAmt038481
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt041558
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080039
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt044243
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt041558
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0499
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ADJUSTMENT CARRYING VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1147
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON E STEFFENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175237935
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE WILLIAM R & RUTH D CUMING
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0043423911
ReturnHeader/Filer/PhoneNum06175237935
ReturnHeader/Filer/USAddress/AddressLine10C/O JON E STEFFENSEN 45 SCHOOL
ReturnHeader/Filer/USAddress/AddressLine20STREET
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042088368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GRAY GRAY & GRAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1034 SOUTHWEST PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0020901548
ReturnHeader/PreparerPersonGrp/PhoneNum07814070300
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADFORD G CARLSON
ReturnHeader/ReturnTs02014-08-15T09:56:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.03$0.00$0.01$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.26$0.22$0.48
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.30$0.20$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.10$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.41$0.19$0.60
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.15$0.14$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.17$0.21$0.39
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.54$0.16$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.02$0.13$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$1.03$0.10$0.93
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.31$0.00$1.31$0.02$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.01$0.09$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.01
2011Summary only. Only limited summary data is available for this year.$1.54$0.00$0.20$0.02$0.18