Civic Intelligence

Eaglemere Foundation Inc.

990PF • Fiscal year 2014 • EIN 04-3424302

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
60 Edmunds RoadWellesley, MA 02481

(781) 899-4350

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

47th percentile

2.6%

Higher net margin than 47% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

32nd percentile

$36,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

39th percentile

0.2%

Faster asset growth than 39% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$8,780,896

Up $16,674 (+0.2%) from 2013

Net Assets

Up

$8,780,896

Up $16,674 (+0.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin47th percentile

Revenue

Down

$642,345

Down $145,974 (-19%) from 2013

Expenses

Up

$625,671

Up $53,457 (+9.3%) from 2013

Net Income

Down

$16,674

Down $199,431 (-92%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,697,340Liabilities 2011: $02011Assets 2012: $8,548,117Liabilities 2012: $0Net Assets 2012: $8,548,1172012Assets 2013: $8,764,222Liabilities 2013: $0Net Assets 2013: $8,764,2222013Assets 2014: $8,780,896Liabilities 2014: $0Net Assets 2014: $8,780,8962014Assets 2015: $8,707,037Liabilities 2015: $0Net Assets 2015: $8,707,0372015Assets 2016: $9,325,985Liabilities 2016: $0Net Assets 2016: $9,325,9852016Assets 2017: $9,567,053Liabilities 2017: $0Net Assets 2017: $9,567,0532017Assets 2018: $9,878,079Liabilities 2018: $0Net Assets 2018: $9,878,0792018Assets 2019: $9,562,093Liabilities 2019: $0Net Assets 2019: $9,562,0932019Assets 2020: $12,037,678Liabilities 2020: $0Net Assets 2020: $12,037,6782020Assets 2021: $13,093,922Liabilities 2021: $0Net Assets 2021: $13,093,9222021Assets 2022: $12,945,034Liabilities 2022: $0Net Assets 2022: $12,945,0342022Assets 2023: $12,825,854Liabilities 2023: $0Net Assets 2023: $12,825,8542023Assets 2024: $13,479,173Liabilities 2024: $0Net Assets 2024: $13,479,1732024

Highlighted filing

2014

Assets$8,780,896
Liabilities$0
Net Assets$8,780,896
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $651,976Expenses 2011: $481,226Net Income 2011: $170,7502011Expenses 2012: $509,5282012Revenue 2013: $788,319Expenses 2013: $572,214Net Income 2013: $216,1052013Revenue 2014: $642,345Expenses 2014: $625,671Net Income 2014: $16,6742014Revenue 2015: $788,778Expenses 2015: $650,897Net Income 2015: $137,8812015Revenue 2016: $1,767,327Expenses 2016: $899,226Net Income 2016: $868,1012016Revenue 2017: $1,452,053Expenses 2017: $1,003,264Net Income 2017: $448,7892017Revenue 2018: $2,560,455Expenses 2018: $974,886Net Income 2018: $1,585,5692018Revenue 2019: $821,101Expenses 2019: $959,581Net Income 2019: -$138,4802019Revenue 2020: $3,448,946Expenses 2020: $973,361Net Income 2020: $2,475,5852020Revenue 2021: $1,512,880Expenses 2021: $1,049,270Net Income 2021: $463,6102021Revenue 2022: $862,812Expenses 2022: $1,092,308Net Income 2022: -$229,4962022Revenue 2023: $889,102Expenses 2023: $1,103,936Net Income 2023: -$214,8342023Revenue 2024: $1,401,941Expenses 2024: $1,136,699Net Income 2024: $265,2422024

Highlighted filing

2014

Revenue$642,345
Expenses$625,671
Net Income$16,674
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL G SARLESExecutive DirectorPT$36,000-$36,000
MARILYN D SARLES MDPresident-$0--
KATHRYN D GARVEYAssistant Secretary-$0--
H JAY SARLESTreasurer & Secretary-$0--
ELIZABETH DIASAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Eaglemere Foundation Inc
EIN
04-3424302
Phone
7818994350
Address
60 EDMUNDS ROAD, WELLESLEY, MA 02481

Signing Officer

Name
Marilyn Sarles
Title
Executive Director
Phone
7818994350
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Fortis Management Group LLC
Address
800 SOUTH STREET SUITE 255, WALTHAM, MA 02453
Preparer
Fortis Management Group LLC
Phone
7818994350
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10560030
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11750 SHS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2950 SHS ACCENTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31050 SHS AIR PRODS & CHEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41000 SHS ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5700 SHS AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6700 SHS ANADARKO PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81300 SHS AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93100 SHS AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101400 SHS AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1114000 SHS BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121200 SHS BB&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13900 SHS BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14700 SHS BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15300 SHS BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162700 SHS BROADCOM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17700 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182000 SHS CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191000 SHS COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201500 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211000 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221000 SHS CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231000 SHS CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24400 SHS COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25900 SHS DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26500 SHS DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271100 SHS DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281600 SHS DOW CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291400 SHS EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301100 SHS EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311100 SHS ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321000 SHS EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331900 SHS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34500 SHS FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm352400 SHS GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361200 SHS GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37700 SHS GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm383439.112 SHS HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391000 SHS HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40700 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41800 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42700 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43600 SHS IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441000 SHS INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451900 SHS INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46800 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471300 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48750 SHS KRAFT FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49500 SHS LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50600 SHS MC DONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51600 SHS MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521000 SHS MERK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531300 SHS MET LIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm542400 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55450 SHS MONDELIZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56600 SHS MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57600 SHS NATIONAL OILWELL VARCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581250 SHS OCCIDENTAL PETE CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59600 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60650 SHS PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611150 SHS PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621400 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm632900 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641100 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65900 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661200 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67400 SHS RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68750 SHS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69900 SHS SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70800 SHS STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71600 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721200 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731000 SHS TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74800 SHS UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75400 SHS UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761000 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm772700 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm781300 SHS WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791800 SHS WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm801300 SHS WHOLE FOODS MKT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81466 SHS CKD GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm821000 SHS BP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83800 SHS BEAM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84500 SHS CALIFORNIA RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8512977.186 SHS COLUMBIA ACORN FUND CLASS Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm861100 SHS ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871500 SHS ISHARES RUSSELL 2000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm882000 SHS ISHARES RUSSELL MIDCAP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm893500 SHS ISHARES RUSSELL MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9010275.973 SHS COLUMBIA SMALL CAP CORE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm915200 SHS ISHARES INTERNATIONAL SELECT DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm924390.408 SHS COLUMBIA ACORN FUND INTL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm935000 SHS ISHARES MSCI EMERGING MKTS INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm941000 SHS LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm954500 SHS WINDSTREAM HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9612000 SHS VANGUARD FTSE EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm974875 SHS ISHARES TR RUSSELL 1000 ETF FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm986000 SHS ISHARES TR RUSSELL 1000 ETF FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1002200 SHS ISHARES INTL SELECT DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101300 SHS ISHARES RUSSELL MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102500 SHS ISHARES MSCI EMERGING MKTS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1042345.789 SHS JOHN HANCOCK FDS III DISCIPLINED VALUE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt442883
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt60
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120358.306 SHS HUSSMAN INVT STRATEGIC GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25360.206 SHS PERMANENT PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3150 SHS WASHINGTON PRIME GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4300000 SHS SIMON PPTY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52833.524 SHS CREDIT SUISSE COMMODITY - RETURN PLUS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7536.021 SHS PERMANENT PORTFOLIO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2212103
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt454633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,780,896
Liabilities
$0
Net assets
$8,780,896
Revenue
$642,345
Expenses
$625,671
Net income
$16,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.40$1.14$0.27
2023Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.89$1.10$0.21
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.86$1.09$0.23
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.51$1.05$0.46
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$3.45$0.97$2.48
2019Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.82$0.96$0.14
2018Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$2.56$0.97$1.59
2017Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$1.45$1.00$0.45
2016Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$1.77$0.90$0.87
2015Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.79$0.65$0.14
2014Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.64$0.63$0.02
2013Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.79$0.57$0.22
2012Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.51
2011Summary only. Only limited summary data is available for this year.$7.70$0.00$0.65$0.48$0.17