Civic Intelligence

The Robert E Evans and Kathleen K Evans Family Foundation Inc

990PF • Fiscal year 2019 • EIN 04-3427585

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 12, 2020

37 Harvest CircleHolden, MA 01520

(508) 829-4571

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-8755%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$55,247

Down $23,200 (-30%) from 2018

Net Assets

Down

$55,247

Down $23,200 (-30%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$265

Down $79,335 (-100%) from 2018

Expenses

Down

$23,465

Down $971 (-4.0%) from 2018

Net Income

Down

-$23,200

Down $78,364 (-142%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $326Liabilities 2010: $0Net Assets 2010: $3262010Assets 2011: $291Liabilities 2011: $0Net Assets 2011: $2912011Assets 2012: $761Liabilities 2012: $0Net Assets 2012: $7612012Assets 2013: $251Liabilities 2013: $0Net Assets 2013: $2512013Assets 2014: $13,302Liabilities 2014: $0Net Assets 2014: $13,3022014Assets 2015: $23,826Liabilities 2015: $0Net Assets 2015: $23,8262015Assets 2016: $22,768Liabilities 2016: $0Net Assets 2016: $22,7682016Assets 2017: $23,283Liabilities 2017: $0Net Assets 2017: $23,2832017Assets 2018: $78,447Liabilities 2018: $0Net Assets 2018: $78,4472018Assets 2019: $55,247Liabilities 2019: $0Net Assets 2019: $55,2472019Assets 2020: $105,915Liabilities 2020: $0Net Assets 2020: $105,9152020Assets 2021: $154,707Liabilities 2021: $0Net Assets 2021: $154,7072021Assets 2022: $183,141Liabilities 2022: $0Net Assets 2022: $183,1412022Assets 2023: $181,616Liabilities 2023: $0Net Assets 2023: $181,6162023Assets 2024: $181,306Liabilities 2024: $0Net Assets 2024: $181,3062024

Highlighted filing

2019

Assets$55,247
Liabilities$0
Net Assets$55,247

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $10,6502010Expenses 2011: $10,2352011Expenses 2012: $9,4302012Revenue 2013: $10,000Expenses 2013: $10,510Net Income 2013: -$5102013Revenue 2014: $24,400Expenses 2014: $11,349Net Income 2014: $13,0512014Revenue 2015: $30,268Expenses 2015: $19,744Net Income 2015: $10,5242015Revenue 2016: $29,600Expenses 2016: $30,658Net Income 2016: -$1,0582016Revenue 2017: $29,700Expenses 2017: $29,185Net Income 2017: $5152017Revenue 2018: $79,600Expenses 2018: $24,436Net Income 2018: $55,1642018Revenue 2019: $265Expenses 2019: $23,465Net Income 2019: -$23,2002019Revenue 2020: $83,670Expenses 2020: $33,002Net Income 2020: $50,6682020Revenue 2021: $75,639Expenses 2021: $26,847Net Income 2021: $48,7922021Revenue 2022: $32,798Expenses 2022: $4,364Net Income 2022: $28,4342022Revenue 2023: $3,231Expenses 2023: $4,756Net Income 2023: -$1,5252023Revenue 2024: $4,221Expenses 2024: $4,531Net Income 2024: -$3102024

Highlighted filing

2019

Revenue$265
Expenses$23,465
Net Income-$23,200
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 12, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E EVANSPresident & Clerk-$0--
KATHLEEN K EVANSTreasurer-$0--
AMY L WEINSTEINDirector-$0--
STEVEN P EVANSDirector-$0--
MATTHEW B EVANSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantILLINOIS WESLEYAN UNIVERSITYTO FUND CONTINUING EDUCATION PURPOSESPUBLIC CHARITYBLOOMINGTON, IL, US$10,000
Paid GrantDEVEREUX SCHOOLTO FUND CONTINUING EDUCATION PURPOSESPUBLIC CHARITYRUTLAND, MA, US$2,500
Paid GrantSALEM COMMUNITY CORP-BRIARWOOD CONTINUING CARETO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYWORCESTER, MA, US$2,000
Paid GrantFIRST BAPTIST CHURCHTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYHOLDEN, MA, US$1,200
Paid GrantAACA MUSEUMTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYHERSHEY, PA, US$1,100
Paid GrantGREATER WORCESTER FOUNDATIONTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYWORCESTER, MA, US$1,000
Paid GrantLARZ ANDERSON-AUTO MUSEUMTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYBROOKLINE, MA, US$1,000
Paid GrantAUDRAIN CONCOURS FOUNDATIONTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYNEWPORT, RI, US$1,000
Paid GrantTECH FORCE FOUNDATIONTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYSCOTTSDALE, AZ, US$1,000
Paid GrantBE LIKE BRITTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYWORCESTER, MA, US$500
Paid GrantDOUG FLUTIE FOUNDATIONTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYFRAMINGHAM, MA, US$500
Paid GrantWACHUSETT GREENWAYSTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYHOLDEN, MA, US$350
Paid GrantST JUDE'S CHILDRENS HOSPITALTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYMEMPHIS, TN, US$300
Paid GrantWORCESTER ART MUSEUMTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYWORCESTER, MA, US$250
Paid GrantOLD STURBRIDGE VILLAGETO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYSTURBRIDGE, MA, US$200
Paid GrantBOSTON CHILDRENS HOSPITAL FOUNDATIONTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYBOSTON, MA, US$100
Paid GrantWORCESTER COUNTY FOOD BANKTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYSHREWSBURY, MA, US$100
Paid GrantBECKET YMCATO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYBECKET, MA, US$100
Paid GrantHOLDEN WOMAN'S CLUBTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYHOLDEN, MA, US$95
Paid GrantHEIFER INTERNATIONALTO FUND CONTINUING CHARITABLE PURPOSESPUBLIC CHARITYLITTLE ROCK, AR, US$50
Filing and Contact Details

Filer

Filer Name
The Robert E Evans and Kathleen K Evans
EIN
04-3427585
Phone
5088294571
Address
37 HARVEST CIRCLE, HOLDEN, MA 01520

Signing Officer

Name
Robert E Evans
Title
President
Phone
5088294571
Signed
2020-02-12
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNOR MALONEY & CO CPA'S
Address
446 MAIN STREET, WORCESTER, MA 01608-2370
Preparer
Steven a Thebodo
Phone
5087576391
Raw XML AppendixShowing 400 of 482 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/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt166 PULLMAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 LONGWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt360 MILES ROAD PO BOX 219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41216 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5370 MAIN ST 650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61 WORLD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71204 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81312 PARK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9NEWTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101 OLD STURBRIDGE VILLAGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1165 BRIARWOOD CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO BOX 121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1455 SALISBURY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15474 BOSTON TURNPIKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16222 BELLEVUE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt171661 WORCESTER ROAD 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18748 HAMILTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1916220 N SCOTTSDALE RD 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HERSHEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RUTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HOLDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LITTLE ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HOLDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10STURBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13HOLDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15SHREWSBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16NEWPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17FRAMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18BECKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd17MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd18MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd19AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301543
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd672202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd701520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd861701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd902445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1001566
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1101606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1238105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1301520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1401609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1501545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1602840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1701701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1801223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1985254
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023345

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.04$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.03$0.05$0.02
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.83$0.00$1.83$0.33$0.04$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.76$0.27$0.49
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.84$0.33$0.51
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.00$0.23$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.80$0.24$0.55
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.30$0.29$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.30$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.30$0.20$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.24$0.11$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$0.11$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.09
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11