Civic Intelligence

Linda P Marsh Charitable Foundation 15027659

990PF • Fiscal year 2013 • EIN 04-3496159

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Lwc 230 Congress St 12flBoston, MA 02110

(617) 523-6531

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

76th percentile

$881

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$263,908

Down $5,107 (-1.9%) from 2012

Net Assets

Down

$263,908

Down $5,107 (-1.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$14,180

No earlier filing loaded for comparison.

Expenses

Down

$19,287

Down $261 (-1.3%) from 2012

Net Income

-$5,107

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $292,350Liabilities 2010: $0Net Assets 2010: $292,3502010Assets 2011: $289,992Liabilities 2011: $0Net Assets 2011: $289,9922011Assets 2012: $269,015Liabilities 2012: $0Net Assets 2012: $269,0152012Assets 2013: $263,908Liabilities 2013: $0Net Assets 2013: $263,9082013Assets 2014: $266,930Liabilities 2014: $0Net Assets 2014: $266,9302014Assets 2015: $262,786Liabilities 2015: $0Net Assets 2015: $262,7862015Assets 2016: $263,039Liabilities 2016: $0Net Assets 2016: $263,0392016Assets 2017: $261,802Liabilities 2017: $0Net Assets 2017: $261,8022017Assets 2018: $270,409Liabilities 2018: $0Net Assets 2018: $270,4092018Assets 2019: $258,420Liabilities 2019: $0Net Assets 2019: $258,4202019Assets 2020: $273,138Liabilities 2020: $0Net Assets 2020: $273,1382020Assets 2021: $319,851Liabilities 2021: $0Net Assets 2021: $319,8512021Assets 2022: $285,564Liabilities 2022: $0Net Assets 2022: $285,5642022Assets 2023: $301,661Liabilities 2023: $0Net Assets 2023: $301,6612023Assets 2024: $284,254Liabilities 2024: $0Net Assets 2024: $284,2542024

Highlighted filing

2013

Assets$263,908
Liabilities$0
Net Assets$263,908

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $19,3432010Expenses 2011: $16,7232011Expenses 2012: $19,5482012Revenue 2013: $14,180Expenses 2013: $19,287Net Income 2013: -$5,1072013Revenue 2014: $24,207Expenses 2014: $21,185Net Income 2014: $3,0222014Revenue 2015: $18,327Expenses 2015: $22,471Net Income 2015: -$4,1442015Revenue 2016: $23,610Expenses 2016: $23,357Net Income 2016: $2532016Revenue 2017: $22,360Expenses 2017: $23,597Net Income 2017: -$1,2372017Revenue 2018: $36,501Expenses 2018: $27,894Net Income 2018: $8,6072018Revenue 2019: $16,740Expenses 2019: $28,729Net Income 2019: -$11,9892019Revenue 2020: $49,328Expenses 2020: $34,610Net Income 2020: $14,7182020Revenue 2021: $86,628Expenses 2021: $39,915Net Income 2021: $46,7132021Revenue 2022: $22,721Expenses 2022: $57,008Net Income 2022: -$34,2872022Revenue 2023: $47,187Expenses 2023: $31,090Net Income 2023: $16,0972023Revenue 2024: $20,411Expenses 2024: $37,218Net Income 2024: -$16,8072024

Highlighted filing

2013

Revenue$14,180
Expenses$19,287
Net Income-$5,107
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK D BALLOUTrustee-$881-$881
THOMAS R APPLETONTrustee-$881-$881
Filing and Contact Details

Filer

EIN
04-3496159
Phone
6175236531

Signing Officer

Name
Thomas R Appleton
Title
Trustee
Phone
6175236531
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Jo-ann Capobianco
Phone
6175236531
Raw XML AppendixShowing 400 of 430 raw XML fields

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TRANSFER FEE
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2LORING WOLCOTT ACCOUNTING FEES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF, PART VIII
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART XV. SUPPLEMENTARY INFORMATION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0990PF STATEMENTPART VIII - OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES AND CONTRACTORS - COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE OFFICER/S MANAGING THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE OFFICER/S EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED OFFICER/S AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORY COMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE LINDA P MARSH CHARITABLE FOUNDATION MADE AN EXPENDITURE RESPONSIBILITY GRANT OF $9,400 TO A PRIVATE FOUNDATION, THE LORING, WOLCOTT & COOLIDGE CHARITABLE TRUST. THE RECIPIENT FOUNDATION GIFTED THESE FUNDS TO THE FOLLOWING 501(C)(3) ORGANIZATIONS: (1) PARTNERS IN HEALTH, $4,700 ON 12/23/13; (2) WHO GLOBAL POLIO ERADICATION INITIATIVE, $4,700 ON 12/23/13.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDERICK D BALLOU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS R APPLETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10LWC 230 CONGRESS ST 12FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11LWC 230 CONGRESS ST 12FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt018507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt018621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt013254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt016173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt017634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0373525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0332055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0323253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0316646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0296124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0369581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247731
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016495
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016495
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016495
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LORING WOLCOTT COOLIDGE TRUST LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10230 CONGRESS STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175256531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THOMAS R APPLETON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06175236531
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10LWC 230 CONGRESS ST 12FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode002110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANTS TO TWO PUBLIC CHARITIES: (1) PARTNERS IN HEALTH; AND (2) WHO GLOBAL POLIO ERADICATION INITIATIVE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CHATHAM UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11THE LORING WOLCOTT & COOLIDGE CHARITABLE TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12UNICEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PRIVATE NONOPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10BEATTY HOUSE WOODLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11230 CONGRESS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO BOX 96964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode015232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode220077
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01399
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015096
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016495
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017049
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015096
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0172
OtherIncomeSchedule2/OtherIncomeDetail/Desc02012 O/P APPLIED TO 2013
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0172
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0920
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1365
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LWC FIDUCIARY ADVISORS INVESTMENT ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0920
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1365
TaxesSchedule/TaxesDetail/Amt0172
TaxesSchedule/TaxesDetail/Amt124
TaxesSchedule/TaxesDetail/CategoryTxt02012 O/P EXCISE ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.20$0.37$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.47$0.31$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.23$0.57$0.34
2021Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.87$0.40$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.49$0.35$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.17$0.29$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.37$0.28$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.22$0.24$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.24$0.23$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.18$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.24$0.21$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.14$0.19$0.05
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • <$500k nonprofits