Civic Intelligence

Eaglemere Foundation Inc.

990PF • Fiscal year 2015 • EIN 04-3424302

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

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

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$36,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

42nd percentile

-0.8%

Faster asset growth than 42% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

23%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$8,707,037

Down $73,859 (-0.8%) from 2014

Net Assets

Down

$8,707,037

Down $73,859 (-0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin73rd percentile

Revenue

Up

$788,778

Up $146,433 (+23%) from 2014

Expenses

Up

$650,897

Up $25,226 (+4.0%) from 2014

Net Income

Up

$137,881

Up $121,207 (+727%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2015

Assets$8,707,037
Liabilities$0
Net Assets$8,707,037
Open 2015 Filing

Operations Trend

Revenue Growth80th 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

2015

Revenue$788,778
Expenses$650,897
Net Income$137,881
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SARLESTreasurerPT$36,000-$36,000
MARILYN D SARLES MDPresident-$0--
KATHRYN GARVEYAssistant Clerk-$0--
H JAY SARLESClerk-$0--
ELIZABETH DIASDirector-$0--
DANIEL DIASDirector-$0--
PATRICK GARVEYDirector-$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
Daniel Sarles
Title
Treasurer
Phone
7818994350
Signed
2016-05-11
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/StockNm11750 SHS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2950 SHS ACCENTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31000 SHS ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200 SHS AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5700 SHS AMERICAN WATER WORKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6700 SHS ANADARKO PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72100 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83100 SHS AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9700 SHS AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101400 SHS AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111200 SHS BB&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122100 SHS BB&T CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13700 SHS BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141200 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/StockNm201000 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21700 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221000 SHS CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231000 SHS CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24400 SHS COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25800 SHS DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261100 SHS DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271600 SHS DOW CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281400 SHS DOW CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291100 SHS EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301100 SHS ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311000 SHS EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321900 SHS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33500 SHS FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341200 SHS GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35400 SHS GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36700 SHS GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm373439.112 SHS HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38700 SHS HERSHEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391000 SHS HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40800 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm411000 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/StockNm461300 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47500 SHS J P MORGAN CHASE & CO
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/StockNm56950 SHS MONDELIZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57500 SHS MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm581250 SHS OCCIDENTAL PETE CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59600 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60550 SHS PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611150 SHS PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm622900 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631100 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641200 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65400 SHS RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66700 SHS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67900 SHS SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68800 SHS STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691200 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701000 SHS TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71400 SHS UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72700 SHS UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm732700 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74600 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751800 SHS WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76466 SHS CKD GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771000 SHS BP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78500 SHS CALIFORNIA RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791400 SHS ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm801500 SHS ISHARES RUSSELL 2000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm813500 SHS ISHARES RUSSELL MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm824251.701 SHS PRINCIPAL MIDCAP BLEND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8320000 SHS ASTRO MED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm843254.149 SHS LEGG MASON CLEARBRIDGE SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8510275.973 SHS COLUMBIA SMALL CAP CORE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm865200 SHS ISHARES INTERNATIONAL SELECT DIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8710700 SHS ISHARES INTERNATIONAL SELECT DIV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm891200 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm905000 SHS ISHARES MSCI EMERGING MKTS INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm913100 SHS ISHARES MSCI EMERGING MKTS INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm921000 SHS LYONDELLBASELL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm934500 SHS WINDSTREAM HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm946500 SHS VANGUARD FTSE EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9512000 SHS VANGUARD FTSE EMERGING MKTS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1061500 SHS VANGUARD MSCI EMERGING MKTS ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1150 SHS WASHINGTON PRIME GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2200 SHS AVALONBAY CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3200 SHS SIMON PPTY GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,707,037
Liabilities
$0
Net assets
$8,707,037
Revenue
$788,778
Expenses
$650,897
Net income
$137,881
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