Civic Intelligence

Steven M and Barbara Garfinkle Foundation Inc

990PF • Fiscal year 2020 • EIN 04-3543803

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 12, 2022

Organization Profile
21 Middleberry LaneEast Greenwich, RI 02818-7300

(617) 338-6800

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

92nd percentile

67%

Higher net margin than 92% 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

58th percentile

5.6%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

5th percentile

-93%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$28,604

Up $1,526 (+5.6%) from 2019

Net Assets

$28,604

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Down

$2,286

Down $30,291 (-93%) from 2019

Expenses

Down

$760

Down $35,120 (-98%) from 2019

Net Income

Up

$1,526

Up $4,829 (+146%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$100K$50K$0Assets 2011: $94,416Liabilities 2011: $02011Assets 2012: $63,530Liabilities 2012: $02012Assets 2013: $83,875Liabilities 2013: $0Net Assets 2013: $83,8752013Assets 2014: $58,705Liabilities 2014: $0Net Assets 2014: $58,7052014Assets 2015: $61,610Liabilities 2015: $0Net Assets 2015: $61,6102015Assets 2016: $57,721Liabilities 2016: $0Net Assets 2016: $57,7212016Assets 2017: $33,920Liabilities 2017: $0Net Assets 2017: $33,9202017Assets 2018: $30,381Liabilities 2018: $0Net Assets 2018: $30,3812018Assets 2019: $27,078Liabilities 2019: $02019Assets 2020: $28,604Liabilities 2020: $0Net Assets 2020: $28,6042020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$28,604
Liabilities$0
Net Assets$28,604
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $3,795Expenses 2011: $27,063Net Income 2011: -$23,2682011Revenue 2012: $13,122Expenses 2012: $51,019Net Income 2012: -$37,8972012Revenue 2013: $4,211Expenses 2013: $5,896Net Income 2013: -$1,6852013Revenue 2014: $27,582Expenses 2014: $30,893Net Income 2014: -$3,3112014Revenue 2015: $28,973Expenses 2015: $26,144Net Income 2015: $2,8292015Revenue 2016: $2,241Expenses 2016: $6,130Net Income 2016: -$3,8892016Revenue 2017: $23,837Expenses 2017: $50,902Net Income 2017: -$27,0652017Revenue 2018: $2,306Expenses 2018: $5,845Net Income 2018: -$3,5392018Revenue 2019: $32,577Expenses 2019: $35,880Net Income 2019: -$3,3032019Revenue 2020: $2,286Expenses 2020: $760Net Income 2020: $1,5262020Revenue 2021: $2,208Expenses 2021: $146,965Net Income 2021: -$144,7572021

Highlighted filing

2020

Revenue$2,286
Expenses$760
Net Income$1,526
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 12, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA GARFINKLETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Steven M and Barbara Garfinkle
EIN
04-3543803
Phone
6173386800
Address
21 MIDDLEBERRY LANE, EAST GREENWICH, RI 02818-7300

Signing Officer

Name
Barbara Garfinkle
Title
Treasurer
Phone
6173386800
Signed
2022-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Miller Wachman Llp
Address
100 CAMBRIDGE STREET 13TH FLOOR, BOSTON, MA 02114-2548
Preparer
Charles Metjian CPA
Phone
6173386800
Raw XML Appendix285 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0990-PF PART VII-A LINE 5
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISSOLUTION PROCESS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IN DECEMBER 2019 A VOLUNTARY DISSOLUTION FILING WAS INITIATED WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. THE FILING WAS APPROVED IN JUNE 2021. ALL ASSETS WILL BE DISTRIBUTED IN CALENDAR YEAR 2021.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22086
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41142
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26354
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt421554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0115 SHS BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm250 SHS JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm450 SHS ROPER TECHNOLOGIES INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100 SHS SMITH & NEPHEW PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125 SHS TOTAL FINA ELF SA ADR
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029624
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0744
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0744
ReasonableCauseExplanation/ExplanationTxt0REASONABLE CAUSE STATEMENT:TAXPAYER ENTITY HAD FILED PAPER FORM 990-PF TIMELY IN NOVEMBER 2021, BUT IRS ADVISES IT TO FILE ELECTRONICALLY PER LETTER 2697C DESPITE THE ENTITY YEAR BEINNING 1-1-2020 WHICH IS PRIOR TO JULY 1 2020.THE PAPER 990-PF FILING WAS ALSO RETURNED BY IRS IN DECEMBER 2021. SINCE E-FILING SYSTEMS HAVE CEASED OPERATION FOR 2021 E-FILING OF 2020 FORMS, ABATEMENT OF ANY PENALTY FOR LATE FILING IS RESPECTFULLY REQUESTED.
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA GARFINKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06173386800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVEN M AND BARBARA GARFINKLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0043543803
ReturnHeader/Filer/PhoneNum06173386800
ReturnHeader/Filer/USAddress/AddressLine1Txt021 MIDDLEBERRY LANE
ReturnHeader/Filer/USAddress/CityNm0EAST GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0028187300
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042211907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER WACHMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CAMBRIDGE STREET 13TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021142548
ReturnHeader/PreparerPersonGrp/PhoneNum06173386800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES METJIAN CPA
ReturnHeader/ReturnTs02022-01-13T14:07:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARFINKLE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,604
Liabilities
$0
Net assets
$28,604
Revenue
$2,286
Expenses
$760
Net income
$1,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$1.47$1.45
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.02$0.01$0.02
2019Summary only. Only limited summary data is available for this year.$0.27$0.00$0.33$0.36$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.02$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.24$0.51$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.29$0.26$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.28$0.31$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.13$0.51$0.38
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.04$0.27$0.23