Civic Intelligence

The Enterprise Charitable Foundation

EIN 04-3494280 • 501(c)3 • Quincy, MA

Profile

The foundation supports various charitable, scientific and educational organizations in the brockton, ma area

2 Adams Place Box 15Quincy, MA 02169

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-52%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$4,197

Up $617 (+17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$4,197

Up $617 (+17%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin68th percentile

Revenue

Down

$4,589

Down $4,951 (-52%) from 2021

Expenses

Down

$3,972

Down $8,349 (-68%) from 2021

Net Income

Up

$617

Up $3,398 (+122%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2010: $19,065Liabilities 2010: $0Net Assets 2010: $19,0652010Assets 2011: $926Liabilities 2011: $0Net Assets 2011: $9262011Assets 2012: $12,770Liabilities 2012: $0Net Assets 2012: $12,7702012Assets 2013: $14,736Liabilities 2013: $02013Assets 2014: $3,347Liabilities 2014: $0Net Assets 2014: $3,3472014Assets 2015: $1,761Liabilities 2015: $0Net Assets 2015: $1,7612015Assets 2016: $17,710Liabilities 2016: $0Net Assets 2016: $17,7102016Assets 2017: $18,352Liabilities 2017: $0Net Assets 2017: $18,3522017Assets 2018: $20,205Liabilities 2018: $02018Assets 2019: $17,431Liabilities 2019: $0Net Assets 2019: $17,4312019Assets 2020: $6,361Liabilities 2020: $0Net Assets 2020: $6,3612020Assets 2021: $3,580Liabilities 2021: $0Net Assets 2021: $3,5802021Assets 2022: $4,197Liabilities 2022: $0Net Assets 2022: $4,1972022

Highlighted filing

2022

Assets$4,197
Liabilities$0
Net Assets$4,197
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $70,565Expenses 2010: $55,777Net Income 2010: $14,7882010Revenue 2011: $60,701Expenses 2011: $78,840Net Income 2011: -$18,1392011Revenue 2012: $49,770Expenses 2012: $37,926Net Income 2012: $11,8442012Revenue 2013: $49,032Expenses 2013: $48,066Net Income 2013: $9662013Revenue 2014: $49,020Expenses 2014: $60,409Net Income 2014: -$11,3892014Revenue 2015: $41,299Expenses 2015: $42,886Net Income 2015: -$1,5872015Revenue 2016: $25,481Expenses 2016: $9,532Net Income 2016: $15,9492016Revenue 2017: $36,475Expenses 2017: $35,833Net Income 2017: $6422017Revenue 2018: $37,233Expenses 2018: $35,380Net Income 2018: $1,8532018Revenue 2019: $29,340Expenses 2019: $32,114Net Income 2019: -$2,7742019Revenue 2020: $26,895Expenses 2020: $37,965Net Income 2020: -$11,0702020Revenue 2021: $9,540Expenses 2021: $12,321Net Income 2021: -$2,7812021Revenue 2022: $4,589Expenses 2022: $3,972Net Income 2022: $6172022

Highlighted filing

2022

Revenue$4,589
Expenses$3,972
Net Income$617
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,197
Liabilities
$0
Net assets
$4,197
Revenue
$4,589
Expenses
$3,972
Net income
$617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$4.59$3.97$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$9.54$12.3$2.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$0.00$6.36$26.9$38.0$11.1
2019Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$29.3$32.1$2.77
2018Summary only. Only limited summary data is available for this year.$20.2$0.00$37.2$35.4$1.85
2017Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$36.5$35.8$0.64
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$17.7$0.00$17.7$25.5$9.53$15.9
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$41.3$42.9$1.59
2014Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$49.0$60.4$11.4
2013Summary only. Only limited summary data is available for this year.$14.7$0.00$49.0$48.1$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.00$12.8$49.8$37.9$11.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$60.7$78.8$18.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$0.00$19.1$70.6$55.8$14.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$4,589
Mission and Program Overview

Mission

The foundation supports various charitable, scientific and educational organizations in the brockton, ma area

Program Services

DescriptionGrantsExpenses
SUPPORT OF VARIOUS CHARITABLE, SCIENTIFIC AND EDUCATIONAL ORGANIZATIONS$1,500$3,973
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK OLIVIERITrustee-$0--
MARY LISA STRATTANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Enterprise Charitable Foundation
EIN
04-3494280
Phone
6177867013
Address
2 ADAMS PLACE BOX 15, QUINCY, MA 02169

Signing Officer

Name
Mary Lisa Strattan
Title
Trustee
Phone
6177867013
Signed
2023-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
30 BRAINTREE HL OFFICE PARK STE 300, BRAINTREE, MA 02184
Preparer
Antonio Almeida
Phone
7813562000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filling fee. Amount: 35. Description: bank charges. Amount: 462. Total to form 990-ez, line 16: 497.”

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY LISA STRATTAN TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum06177867013
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 ADAMS PLACE BOX 15
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0QUINCY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002169
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03580
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04197
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04589
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0617
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01975
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03580
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04197
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt04589
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03580
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04197
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03580
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04197
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK OLIVIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY LISA STRATTAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0497
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION SUPPORTS VARIOUS CHARITABLE, SCIENTIFIC AND EDUCATIONAL ORGANIZATIONS IN THE BROCKTON, MA AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF VARIOUS CHARITABLE, SCIENTIFIC AND EDUCATIONAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03973
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03972
IRS990EZ/TotalProgramServiceExpensesAmt03973
IRS990EZ/TotalRevenueAmt04589
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0107597
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0107597
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029340
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037233
IRS990ScheduleA/Total509Grp/TotalAmt0107597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037233
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0107597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FILLING FEE. AMOUNT: 35. DESCRIPTION: BANK CHARGES. AMOUNT: 462. TOTAL TO FORM 990-EZ, LINE 16: 497.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY LISA STRATTAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177867013
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ENTERPRISE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ENTE
ReturnHeader/Filer/EIN0043494280
ReturnHeader/Filer/PhoneNum06177867013
ReturnHeader/Filer/USAddress/AddressLine1Txt02 ADAMS PLACE BOX 15
ReturnHeader/Filer/USAddress/CityNm0QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002169
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 BRAINTREE HL OFFICE PARK STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRAINTREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002184
ReturnHeader/PreparerPersonGrp/PhoneNum07813562000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTONIO ALMEIDA
ReturnHeader/ReturnTs02023-10-31T13:44:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LISA STRATTAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits