Civic Intelligence

Baystate Financial Charitable Foundation Inc.

990 • Fiscal year 2022 • EIN 04-3505349

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization ProfileWWW.BAYSTATEFOUNDATION.ORG
1 Marina Park Drive 16th FloorBoston, MA 02210

(617) 585-4500

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.

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

95th percentile

187%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

99th percentile

2312%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$120,693

Up $78,572 (+187%) from 2021

Net Assets

Up

$120,693

Up $78,572 (+187%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin88th percentile

Revenue

Up

$167,410

Up $160,470 (+2312%) from 2021

Expenses

Up

$88,838

Up $7,211 (+8.8%) from 2021

Net Income

Up

$78,572

Up $153,259 (+205%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$400K$300K$200K$100K$0Assets 2010: $77,682Liabilities 2010: $0Net Assets 2010: $77,6822010Assets 2011: $69,176Liabilities 2011: $0Net Assets 2011: $69,1762011Assets 2012: $66,667Liabilities 2012: $0Net Assets 2012: $66,6672012Assets 2013: $29,562Liabilities 2013: $0Net Assets 2013: $29,5622013Assets 2014: $53,523Liabilities 2014: $0Net Assets 2014: $53,5232014Assets 2015: $25,584Liabilities 2015: $0Net Assets 2015: $25,5842015Assets 2016: $70,944Liabilities 2016: $0Net Assets 2016: $70,9442016Assets 2017: $90,405Liabilities 2017: $0Net Assets 2017: $90,4052017Assets 2018: $114,361Liabilities 2018: $0Net Assets 2018: $114,3612018Assets 2019: $145,787Liabilities 2019: $0Net Assets 2019: $145,7872019Assets 2020: $116,808Liabilities 2020: $0Net Assets 2020: $116,8082020Assets 2021: $42,121Liabilities 2021: $0Net Assets 2021: $42,1212021Assets 2022: $120,693Liabilities 2022: $0Net Assets 2022: $120,6932022Assets 2023: $221,864Liabilities 2023: $0Net Assets 2023: $221,8642023Assets 2024: $375,915Liabilities 2024: $0Net Assets 2024: $375,9152024

Highlighted filing

2022

Assets$120,693
Liabilities$0
Net Assets$120,693
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $71,4542010Revenue 2011: $173,311Expenses 2011: $137,246Net Income 2011: $36,0652011Revenue 2012: $142,545Expenses 2012: $145,054Net Income 2012: -$2,5092012Revenue 2013: $124,327Expenses 2013: $161,432Net Income 2013: -$37,1052013Revenue 2014: $162,440Expenses 2014: $138,479Net Income 2014: $23,9612014Revenue 2015: $139,029Expenses 2015: $166,968Net Income 2015: -$27,9392015Revenue 2016: $136,982Expenses 2016: $91,622Net Income 2016: $45,3602016Revenue 2017: $178,101Expenses 2017: $158,640Net Income 2017: $19,4612017Revenue 2018: $158,423Expenses 2018: $134,467Net Income 2018: $23,9562018Revenue 2019: $159,527Expenses 2019: $128,101Net Income 2019: $31,4262019Revenue 2020: $19,836Expenses 2020: $48,815Net Income 2020: -$28,9792020Revenue 2021: $6,940Expenses 2021: $81,627Net Income 2021: -$74,6872021Revenue 2022: $167,410Expenses 2022: $88,838Net Income 2022: $78,5722022Revenue 2023: $231,740Expenses 2023: $136,642Net Income 2023: $95,0982023Revenue 2024: $272,555Expenses 2024: $120,242Net Income 2024: $152,3132024

Highlighted filing

2022

Revenue$167,410
Expenses$88,838
Net Income$78,572
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$261,606
Mission and Program Overview

Mission

The mission of baystate financial services foundation, inc. Is to raise money through various events to support local new england area charities. Some of the local charities that the foundation serves are junior achievement of northern new england, read to a child, als association of ma, walden woods project, boston police activities league and the boys and girls club of boston.

To raise cash through various events to support ne/boston area charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$42,121$120,693▲ $78,572
Rtn Earn Endowment Incm Other Fnds$42,121$120,693▲ $78,572
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$42,121$120,693▲ $78,572
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,121$120,693▲ $78,572
Total Liabilities and Net Assets / Fund Balance$42,121$120,693▲ $78,572
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
David C PorterPresident
Alan L SilvermanBoard Member
Bryan MorrellBoard Member
John ButterworthBoard Member
Michael ArnheiterBoard Member
Randy ParkerBoard Member
Walter R May IiiBoard Member
Jill Tower ConstantineClerk
THOMAS O'CONNORLegal Advisor
Maureen WholeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$49,356
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$118,054
All Other Contributions
$49,356
Change in Net Assets
$78,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,685
Other Expenses$3,153
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$85,685--$85,685
Office Expenses-$52-$52
Other Expenses-$35-$35
Total Functional Expenses$85,685$3,153$0$88,838
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Make a Wish FoundationBonita Springs, FL-To Fulfill the Purposes of the Organization$0
US Ski & Snowboard FoundationPark City, UT-To Fulfill the Purposes of the Organization$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$212,250
Fundraising Direct Expenses$94,196
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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 11B

“Form 990 is reviewed by the president and treasurer before the return is filed.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 available upon request as well as at the massachusetts attorney general's division of public charities website. There are also various websites such as guidestar which provide access to the organization's form 990.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and tax filings available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Baystate Financial Charitable
EIN
04-3505349
Phone
6175854500
Address
1 MARINA PARK DRIVE 16TH FLOOR, BOSTON, MA 02210

Signing Officer

Name
David C Porter
Title
Treasurer
Phone
6175854500
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David C Porter
Formed
2000
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
3

Preparer

Firm
Katz Nannis Solomon Pc
Address
800 SOUTH STREET SUITE 250, WALTHAM, MA 02453-1480
Preparer
Jeffrey D Solomon CPA
Phone
7814538700
Raw XML Appendix385 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt030000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt16000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FULFILL THE PURPOSES OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO FULFILL THE PURPOSES OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0US SKI & SNOWBOARD FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MAKE A WISH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0846030639
IRS990ScheduleI/RecipientTable/RecipientEIN1860481941
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 VICTORY LANE PO BOX 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13655 BONITA BEACH ROAD 3
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PARK CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BONITA SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd134134
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST AS WELL AS AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE. THERE ARE ALSO VARIOUS WEBSITES SUCH AS GUIDESTAR WHICH PROVIDE ACCESS TO THE ORGANIZATION'S FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND TAX FILINGS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt042121
IRS990/TotalAssetsGrp/EOYAmt0120693
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt049356
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03153
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085685
IRS990/TotalFunctionalExpensesGrp/TotalAmt088838
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042121
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt085685
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd002210
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IRS990/VotingMembersIndependentCnt010
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024531480
ReturnHeader/PreparerPersonGrp/PhoneNum07814538700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-09
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ReturnHeader/ReturnTs02023-05-10T12:22:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$120,693
Liabilities
$0
Net assets
$120,693
Revenue
$167,410
Expenses
$88,838
Net income
$78,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.00$3.76$2.73$1.20$1.52
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$2.32$1.37$0.95
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.67$0.89$0.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.07$0.82$0.75
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.17$0.00$1.17$0.20$0.49$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$1.60$1.28$0.31
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$1.58$1.34$0.24
2017Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$1.78$1.59$0.19
2016Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$1.37$0.92$0.45
2015Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$1.39$1.67$0.28
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$1.62$1.38$0.24
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$1.24$1.61$0.37
2012Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$1.43$1.45$0.03
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$1.73$1.37$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.71