Civic Intelligence

Margaret B & Richard R Ramsey Sr Charitable Foundation

990PF • Fiscal year 2020 • EIN 04-3444271

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 01, 2021

63 Trapelo RoadBelmont, MA 02478

(617) 484-4600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

7th percentile

-167%

Higher net margin than 7% 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

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

97th percentile

323%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Down

$77,198

Down $47,991 (-38%) from 2019

Net Assets

Down

$77,198

Down $47,991 (-38%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue

Up

$28,738

Up $21,943 (+323%) from 2019

Expenses

Up

$76,729

Up $74,948 (+4208%) from 2019

Net Income

Down

-$47,991

Down $53,005 (-1057%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $231,111Liabilities 2011: $12011Assets 2012: $553,210Liabilities 2012: $02012Assets 2013: $461,242Liabilities 2013: $02013Assets 2014: $350,344Liabilities 2014: $02014Assets 2015: $280,093Liabilities 2015: $02015Assets 2019: $125,189Liabilities 2019: $1Net Assets 2019: $125,1892019Assets 2020: $77,198Liabilities 2020: $0Net Assets 2020: $77,1982020Assets 2021: $50,291Liabilities 2021: $1Net Assets 2021: $50,2912021Assets 2022: $50,914Liabilities 2022: $12022

Highlighted filing

2020

Assets$77,198
Liabilities$0
Net Assets$77,198

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $120Expenses 2011: $1,487Net Income 2011: -$1,3672011Revenue 2012: $423,586Expenses 2012: $101,487Net Income 2012: $322,0992012Revenue 2013: $14,647Expenses 2013: $105,026Net Income 2013: -$90,3792013Revenue 2014: $55,472Expenses 2014: $103,933Net Income 2014: -$48,4612014Revenue 2015: $7,800Expenses 2015: $78,051Net Income 2015: -$70,2512015Revenue 2019: $6,795Expenses 2019: $1,781Net Income 2019: $5,0142019Revenue 2020: $28,738Expenses 2020: $76,729Net Income 2020: -$47,9912020Revenue 2021: $52,260Expenses 2021: $79,167Net Income 2021: -$26,9072021Revenue 2022: $3,330Expenses 2022: $2,707Net Income 2022: $6232022

Highlighted filing

2020

Revenue$28,738
Expenses$76,729
Net Income-$47,991
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 1, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J RAMSEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOSTON COLLEGEEDUCATIONAL SUPPORT-CHESTNUT HILL, MA, US$75,000
Filing and Contact Details

Filer

Filer Name
Margaret B & Richard R Ramsey Sr
EIN
04-3444271
Phone
6174844600
Address
63 TRAPELO ROAD, BELMONT, MA 02478

Signing Officer

Name
Robert J Ramsey
Title
Trustee
Phone
6174844600
Signed
2021-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Adler Blanchard & Associates Llp
Address
27 CAMBRIDGE ST STE 201, BURLINGTON, MA 01803
Preparer
Scott Adler
Phone
7812730075
Raw XML Appendix354 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/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0124069
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt076816
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0145024
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0125189
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt077198
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01120
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0382
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0382
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0145406
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt077198
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0125189
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt077198
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01486
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0139166
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02110
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06927
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0138542
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0140652
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT J RAMSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt063 TRAPELO ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BELMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002478
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt076625
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt076625
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt076625
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT J RAMSEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt063 TRAPELO ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BELMONT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002478
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174844600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt075000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT J RAMSEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06174844600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt063 TRAPELO ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BELMONT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002478
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOSTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0140 COMMONWEALTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHESTNUT HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002467
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06529
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06529
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt076595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt076595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt076575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt076575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt076575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0299861
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt070096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt076595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt076595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt076575
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076625
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt070096
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0376436
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0306340
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0104
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0104
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J RAMSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174844600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET B & RICHARD R RAMSEY SR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0043444271
ReturnHeader/Filer/PhoneNum06174844600
ReturnHeader/Filer/USAddress/AddressLine1Txt063 TRAPELO ROAD
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042836739
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADLER BLANCHARD & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 CAMBRIDGE ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001803
ReturnHeader/PreparerPersonGrp/PhoneNum07812730075
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT ADLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-19T11:38:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RAMSEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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