Civic Intelligence

The Giving Circle

990 • Fiscal year 2013 • EIN 04-3484211

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 29, 2014

65 Allerton StreetBoston, MA 02119

(978) 774-1057

Siviq Scores

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

Liabilities / Assets

77th percentile

0.11x

Higher debt load relative to assets than 77% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

85th percentile

53%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$285,727

Up $99,198 (+53%) from 2012

Net Assets

Up

$254,658

Up $82,325 (+48%) from 2012

Liabilities

Up

$31,069

Up $16,873 (+119%) from 2012

Revenue

Up

$301,486

Up $119,773 (+66%) from 2012

Expenses

Up

$219,161

Up $105,378 (+93%) from 2012

Net Income

Up

$82,325

Up $14,395 (+21%) from 2012

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $210,784Liabilities 2010: $0Net Assets 2010: $210,7842010Assets 2011: $104,403Liabilities 2011: $0Net Assets 2011: $104,4032011Assets 2012: $186,529Liabilities 2012: $14,196Net Assets 2012: $172,3332012Assets 2013: $285,727Liabilities 2013: $31,069Net Assets 2013: $254,6582013Assets 2014: $251,436Liabilities 2014: $6,944Net Assets 2014: $244,4922014Assets 2015: $337,595Liabilities 2015: $25,246Net Assets 2015: $312,3492015Assets 2016: $625,776Liabilities 2016: $105,575Net Assets 2016: $520,2012016Assets 2017: $773,073Liabilities 2017: $68,486Net Assets 2017: $704,5872017Assets 2018: $1,039,387Liabilities 2018: $164,693Net Assets 2018: $874,6942018Assets 2019: $1,438,991Liabilities 2019: $218,310Net Assets 2019: $1,220,6812019Assets 2020: $1,180,807Liabilities 2020: $37,903Net Assets 2020: $1,142,9042020Assets 2021: $1,706,429Liabilities 2021: $111,946Net Assets 2021: $1,594,4832021Assets 2022: $1,857,707Liabilities 2022: $87,867Net Assets 2022: $1,769,8402022Assets 2023: $1,834,414Liabilities 2023: $29,326Net Assets 2023: $1,805,0882023Assets 2024: $1,693,679Liabilities 2024: $43,371Net Assets 2024: $1,650,3082024

Highlighted filing

2013

Assets$285,727
Liabilities$31,069
Net Assets$254,658

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $301,6592010Expenses 2011: $219,9532011Revenue 2012: $181,713Expenses 2012: $113,783Net Income 2012: $67,9302012Revenue 2013: $301,486Expenses 2013: $219,161Net Income 2013: $82,3252013Revenue 2014: $461,285Expenses 2014: $471,451Net Income 2014: -$10,1662014Revenue 2015: $614,493Expenses 2015: $546,636Net Income 2015: $67,8572015Revenue 2016: $684,331Expenses 2016: $476,479Net Income 2016: $207,8522016Revenue 2017: $627,070Expenses 2017: $442,684Net Income 2017: $184,3862017Revenue 2018: $681,300Expenses 2018: $511,193Net Income 2018: $170,1072018Revenue 2019: $1,132,865Expenses 2019: $786,878Net Income 2019: $345,9872019Revenue 2020: $501,417Expenses 2020: $579,194Net Income 2020: -$77,7772020Revenue 2021: $1,165,215Expenses 2021: $713,636Net Income 2021: $451,5792021Revenue 2022: $1,516,298Expenses 2022: $1,340,941Net Income 2022: $175,3572022Revenue 2023: $1,483,730Expenses 2023: $1,448,482Net Income 2023: $35,2482023Revenue 2024: $1,513,637Expenses 2024: $1,668,417Net Income 2024: -$154,7802024

Highlighted filing

2013

Revenue$301,486
Expenses$219,161
Net Income$82,325
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 29, 2014
Return Version
2013v3.0
Gross Receipts
$397,855
Mission and Program Overview

Mission

The giving circle is an employee-driven nonprofit dedicated to supporting our suffolk family and "extended family" in times of great need. The organization mainly provides financial assistance to individuals and families in need, but it also makes donations to other charitable organizations.

Respond to and participate in events that provide hope to those in immediate need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$186,529$285,727▲ $99,198
Cap Stk Tr Prin Current Funds$172,333$254,658▲ $82,325
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$186,529$285,727▲ $99,198
Liabilities
Other Liabilities$1,704$19,683▲ $17,979
Accounts Payable and Accrued Expenses$12,492$11,386▼ $1,106
Total Liabilities$14,196$31,069▲ $16,873
Net Assets / Fund Balance
Total Net Assets Fund Balance$172,333$254,658▲ $82,325
Total Liabilities and Net Assets / Fund Balance$186,529$285,727▲ $99,198
Compensation and Service Providers

Board Members and Trustees

NameTitle
Catherine SheridanTrustee
Corren ColluraTrustee
David FentonTrustee
Elizabeth CollinsTrustee
Erin BrooksTrustee
Jake HafentseinerTrustee
Katherine PowellTrustee
Laurie ScholzTrustee
Megan MurphyTrustee
Peter WelshTrustee
Rachel KirbyTrustee
Beth ZermaniTrustee (resigned 2013)
Millie PolitoTrustee (resigned 2013)
Revenue and Support

Revenue Composition

Contributions and Grants
$308,367
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-6,881
All Other Contributions
$122,200
Change in Net Assets
$82,325

Audited Revenue Reconciliation

Revenue per Audited Statements
$397,855
Revenue Not Reported on Financial Statements
$-96,369
Revenue Not Reported on Form 990
$94,972
Other Revenue Adjustments
$-96,369
Total Revenue per Audited Statements
$492,827
Total Revenue per Form 990
$301,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$192,665
Other Expenses$26,496
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$143,766--$143,766
Grants to Domestic Orgs$48,899--$48,899
Other Expenses-$5,429-$5,429
Total Functional Expenses$192,665$26,496$0$219,161

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$410,502
Expenses per Audited Statements$219,161
Total Expenses per Form 990$219,161
Expenses Not Reported on Form 990$191,341
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-3102433-501(c)(3)Contribution$13,761
04-2103624-501(c)(3)Contribution - Christmas Stockings$6,091
04-2438910-501(c)(3)Contribution$5,502
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$96,369
Fundraising Gross Income$89,488
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$245,047$58,880$7,577$51,303
Event 2$30,608$30,608$1,278$29,330
Total Events$275,655$89,488$96,369$-6,881
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organizations$19,683
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Prior to filing, a draft form 990 is reviewed by members of the board. After all comments and questions have been sufficiently resolved the draft form 990 is finalized and filed.

Form 990, Part VI, Section B, Line 12

The organization follows the written conflict of interest policy, whistleblower policy, and document retention and destruction policy included in the employee handbook of the related organization.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents and financial statements available to the public. The form 990 is available to the public upon request for the same period of disclosure as set forth in section 6104(d). In addition, the form 990 is available via guidestar and the massachusetts attorney general's website.

Filing and Contact Details

Filer

EIN
04-3484211
Phone
9787741057

Signing Officer

Name
Mcgladrey Llp
Title
Trustee
Phone
9787741057
Signed
2014-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Brooks
Formed
1999
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
364

Preparer

Preparer
Lynne Johnson
Phone
6179129000
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

There were an estimated 364 volunteers, totaling approximately 2,196 volunteer hours for the year. The services provided were: serving on the giving circle board, serving on the review committee to grant funds to qualified recipients, building a handicap ramp, and planning/organizing for the fall festival and golf fundraising events.

Financial Statement Notes

PART X, LINE 2:

The foundation follows the accounting standard, accounting for uncertainty in income taxes. This standard clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. It also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure, and transition. Management believes that the foundation has no material uncertainties in income taxes. With few exceptions, the foundation is no longer subject to income tax examinations by the u.s., federal, state or local tax authorities for years before 2010.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct fundraising event expenses reported on form 990, part viii, line 8b -96,369.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising event expenses reported on form 990, part viii, line 8b 96,369.

Raw XML AppendixShowing 400 of 527 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012492
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011386
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0RESPOND TO AND PARTICIPATE IN EVENTS THAT PROVIDE HOPE TO THOSE IN IMMEDIATE NEED.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0122200
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10GEORGE MASTABY
IRS990/BooksInCareOfDetail/PhoneNum09787741057
IRS990/BooksInCareOfDetail/USAddress/AddressLine1099 CONIFER HILL DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0DANVERS
IRS990/BooksInCareOfDetail/USAddress/State0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode001923
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0172333
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0254658
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0186167
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0308367
IRS990/CYGrantsAndSimilarPaidAmt0192665
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt026496
IRS990/CYOtherRevenueAmt0-6881
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt082325
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0219161
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0301486
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CONTRIBUTED TO OTHER RECOGNIZED CHARITIES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt048899
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0CATHERINE SHERIDAN
IRS990/Form990PartVIISectionAGrp/PersonNm1CORREN COLLURA
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID FENTON
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIN BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm5JAKE HAFENTSEINER
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHERINE POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURIE SCHOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm8MEGAN MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER WELSH
IRS990/Form990PartVIISectionAGrp/PersonNm10RACHEL KIRBY
IRS990/Form990PartVIISectionAGrp/PersonNm11MILLIE POLITO
IRS990/Form990PartVIISectionAGrp/PersonNm12BETH ZERMANI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE (RESIGNED 2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE (RESIGNED 2013)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0186167
IRS990/FundraisingDirectExpensesAmt096369
IRS990/FundraisingGrossIncomeAmt089488
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt048899
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0143766
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0143766
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt048899
IRS990/GrantsToDomesticOrgsGrp/TotalAmt048899
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0397855
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MAKE DONATIONS TO OTHER CHARITABLE ORGANIZATIONS AND TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES IN NEED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0172333
IRS990/NetAssetsOrFundBalancesEOYAmt0254658
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6881
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6881
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021067
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15429
IRS990/OtherExpensesGrp/TotalAmt021067
IRS990/OtherExpensesGrp/TotalAmt15429
IRS990/OtherLiabilitiesGrp/BOYAmt01704
IRS990/OtherLiabilitiesGrp/EOYAmt019683
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ERIN BROOKS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FINANCIAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN NEED
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0143766
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0143766
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0226497
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt075901
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt037882
IRS990/PYOtherRevenueAmt0-44784
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt067930
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0113783
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0181713
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt082325
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0186529
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0285727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0308367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0262123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0154138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0342669
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0135062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01202359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0228
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0244
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0635
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt089488
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt041289
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt031847
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0162624
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88050
IRS990ScheduleA/PublicSupportPY170Pct00.93450
IRS990ScheduleA/PublicSupportTotal170Amt01202359
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0308367
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0262123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0154138
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0342669
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0135062
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01202359
IRS990ScheduleA/TotalSupportAmt01365618
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt094972
IRS990ScheduleD/DonatedServicesUseFcltsAmt094972
IRS990ScheduleD/ExpensesNotReportedAmt0191341
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0219161
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt096369
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019683
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-96369
IRS990ScheduleD/RevenueNotReportedAmt094972
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-96369
IRS990ScheduleD/RevenueSubtotalAmt0397855
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S., FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EVENT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -96,369.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EVENT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 96,369.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0219161
IRS990ScheduleD/TotalLiabilityAmt019683
IRS990ScheduleD/TotalRevenuePerForm990Amt0301486
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0492827
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0410502
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0186167
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0186167
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt096369
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014068
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0245047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0275655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt058880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt089488
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6881
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt028869
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0747
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt029616
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08855
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07577
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01278
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015425
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt026605
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt042030
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0143766
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES IN NEED
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt042
IRS990ScheduleI/RecipientTable/CashGrantAmt06091
IRS990ScheduleI/RecipientTable/CashGrantAmt113761
IRS990ScheduleI/RecipientTable/CashGrantAmt25502
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTRIBUTION - CHRISTMAS STOCKINGS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CONTRIBUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11DANA FARBER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12DARE FAMILY SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0042103624
IRS990ScheduleI/RecipientTable/RecipientEIN1043102433
IRS990ScheduleI/RecipientTable/RecipientEIN2042438910
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10147 BERKELEY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11450 BROOKLINE AVE BP418
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12265 MEDFORD STREET
IRS990ScheduleI/RecipientTable/USAddress/City0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/City1BOSTON
IRS990ScheduleI/RecipientTable/USAddress/City2SOMERVILLE
IRS990ScheduleI/RecipientTable/USAddress/State0MA
IRS990ScheduleI/RecipientTable/USAddress/State1MA
IRS990ScheduleI/RecipientTable/USAddress/State2MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode002116
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode102215
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode202143
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL REQUESTS FOR DONATIONS ARE RECEIVED AND REVIEWED BY THE BOARD OF TRUSTEES. DONATIONS ARE THEN MADE ACCORDINGLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING, A DRAFT FORM 990 IS REVIEWED BY MEMBERS OF THE BOARD. AFTER ALL COMMENTS AND QUESTIONS HAVE BEEN SUFFICIENTLY RESOLVED THE DRAFT FORM 990 IS FINALIZED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE WRITTEN CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION AND DESTRUCTION POLICY INCLUDED IN THE EMPLOYEE HANDBOOK OF THE RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE WERE AN ESTIMATED 364 VOLUNTEERS, TOTALING APPROXIMATELY 2,196 VOLUNTEER HOURS FOR THE YEAR. THE SERVICES PROVIDED WERE: SERVING ON THE GIVING CIRCLE BOARD, SERVING ON THE REVIEW COMMITTEE TO GRANT FUNDS TO QUALIFIED RECIPIENTS, BUILDING A HANDICAP RAMP, AND PLANNING/ORGANIZING FOR THE FALL FESTIVAL AND GOLF FUNDRAISING EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART I, LINE 6:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.04$1.65$1.51$1.67$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.03$1.81$1.48$1.45$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.09$1.77$1.52$1.34$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.11$1.59$1.17$0.71$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.04$1.14$0.50$0.58$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.22$1.22$1.13$0.79$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.16$0.87$0.68$0.51$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.07$0.70$0.63$0.44$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.11$0.52$0.68$0.48$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.03$0.31$0.61$0.55$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.24$0.46$0.47$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.25$0.30$0.22$0.08
2012Summary only. Only limited summary data is available for this year.$0.19$0.01$0.17$0.18$0.11$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.30