Civic Intelligence

The Vuona Charitable Foundationinc

990PF • Fiscal year 2018 • EIN 04-3555909

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
71 Elm Street Rm/Ste 102Worcester, MA 01609

(508) 798-3771

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$4,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

2.9%

Faster asset growth than 55% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$454,047

Up $12,744 (+2.9%) from 2017

Net Assets

Up

$454,047

Up $12,744 (+2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Up

$28,591

Up $2,880 (+11%) from 2017

Expenses

Up

$15,847

Up $1,543 (+11%) from 2017

Net Income

Up

$12,744

Up $1,337 (+12%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2010: $193,688Liabilities 2010: $965Net Assets 2010: $192,7232010Assets 2011: $178,521Liabilities 2011: $965Net Assets 2011: $177,5562011Assets 2012: $435,081Liabilities 2012: $0Net Assets 2012: $435,0812012Assets 2013: $405,452Liabilities 2013: $0Net Assets 2013: $405,4522013Assets 2014: $426,000Liabilities 2014: $0Net Assets 2014: $426,0002014Assets 2015: $440,067Liabilities 2015: $02015Assets 2017: $441,303Liabilities 2017: $0Net Assets 2017: $441,3032017Assets 2018: $454,047Liabilities 2018: $0Net Assets 2018: $454,0472018Assets 2019: $460,763Liabilities 2019: $0Net Assets 2019: $460,7632019Assets 2020: $447,851Liabilities 2020: $0Net Assets 2020: $447,8512020Assets 2021: $449,002Liabilities 2021: $0Net Assets 2021: $449,0022021Assets 2022: $458,937Liabilities 2022: $0Net Assets 2022: $458,9372022Assets 2023: $467,763Liabilities 2023: $0Net Assets 2023: $467,7632023Assets 2024: $498,026Liabilities 2024: $0Net Assets 2024: $498,0262024

Highlighted filing

2018

Assets$454,047
Liabilities$0
Net Assets$454,047
Open 2018 Filing

Operations Trend

Revenue Growth65th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $25,6322010Expenses 2011: $25,4922011Expenses 2012: $10,5322012Revenue 2013: $25,990Expenses 2013: $25,432Net Income 2013: $5582013Revenue 2014: $32,548Expenses 2014: $12,000Net Income 2014: $20,5482014Revenue 2015: $24,404Expenses 2015: $6,564Net Income 2015: $17,8402015Revenue 2017: $25,711Expenses 2017: $14,304Net Income 2017: $11,4072017Revenue 2018: $28,591Expenses 2018: $15,847Net Income 2018: $12,7442018Revenue 2019: $19,016Expenses 2019: $12,300Net Income 2019: $6,7162019Revenue 2020: $4,316Expenses 2020: $17,228Net Income 2020: -$12,9122020Revenue 2021: $16,379Expenses 2021: $15,228Net Income 2021: $1,1512021Revenue 2022: $30,942Expenses 2022: $21,007Net Income 2022: $9,9352022Revenue 2023: $21,778Expenses 2023: $12,952Net Income 2023: $8,8262023Revenue 2024: $54,255Expenses 2024: $23,992Net Income 2024: $30,2632024

Highlighted filing

2018

Revenue$28,591
Expenses$15,847
Net Income$12,744
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ALTOMAREPres/Clerk/D-$4,500-$4,500
PATRICIA ALTOMARETreasurer/Di-$0--
Filing and Contact Details

Filer

Filer Name
The Vuona Charitable Foundationinc
EIN
04-3555909
Phone
5087983771
Address
71 ELM STREET RM/STE 102, WORCESTER, MA 01609

Signing Officer

Name
John Altomare
Title
Pres/clerk/Director
Phone
5087983771
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Joel B Shaw CPA
Address
120 MAIN STREET 2ND FLOOR, WORCESTER, MA 01608
Preparer
Joel B Shaw
Phone
5087971130
Raw XML Appendix324 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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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001609
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05087983771
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATIONS TO LOCAL CHARITIES TO IMPROVE THE OVERALL QUALITY OF LIFE IN THE WORCESTER, MA AREA.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS OWN FORMS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN ALTOMARE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05087983771
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt071 ELM ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001609
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0766 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001610
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010890
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02156
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024082
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013046
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013192
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02156
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0149
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt147
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt078
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt143
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AMERITRADE MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt078
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt143
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt078
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt143
TaxesSchedule/TaxesDetail/Amt093
TaxesSchedule/TaxesDetail/Amt1520
TaxesSchedule/TaxesDetail/Amt235
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2MA FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt093
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1520
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt235
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ALTOMARE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/CLERK/DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05087983771
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VUONA CHARITABLE FOUNDATIONINC
ReturnHeader/Filer/BusinessNameControlTxt0VUON
ReturnHeader/Filer/EIN0043555909
ReturnHeader/Filer/PhoneNum05087983771
ReturnHeader/Filer/USAddress/AddressLine1Txt071 ELM STREET RM/STE 102
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001609
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0997166E3C75962D7EFC1EFE441D6604E2BA12C3F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08DA5CD20C9F7A62F6C62D4EC075CCA9F592DDC99
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:38:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043238365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOEL B SHAW CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 MAIN STREET 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087971130
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL B SHAW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T07:38:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$454,047
Liabilities
$0
Net assets
$454,047
Revenue
$28,591
Expenses
$15,847
Net income
$12,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.54$0.24$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.22$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.31$0.21$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.16$0.15$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.04$0.17$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.19$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.29$0.16$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.26$0.14$0.11
2015Summary only. Only limited summary data is available for this year.$4.40$0.00$0.24$0.07$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.33$0.12$0.21
2013Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.26$0.25$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.78$0.25
2010Detailed filing. Detailed filing data is available for this year.$1.94$0.01$1.93$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • <$500k nonprofits