Civic Intelligence

The Presidents' Heritage Foundation Inc C/O Daly and Company Inc

EIN 04-3558252 • 501(c)3 • Boston, MA

Profile

To support educational programs as well as further public awareness and understanding of u.s. National historical heritage at presidential sites.

184 High StreetBoston, MA 02110

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

14th percentile

-76%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,584

Down $4,967 (-76%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$1,584

Down $4,967 (-76%) from 2014

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $2,500 (-100%) from 2014

Expenses

Down

$4,967

Down $539 (-9.8%) from 2014

Net Income

Down

-$4,967

Down $1,961 (-65%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$20K$15K$10K$5.0K$0Assets 2010: $17,348Net Assets 2010: $17,3482010Assets 2011: $16,148Liabilities 2011: $02011Assets 2012: $13,707Net Assets 2012: $13,7072012Assets 2013: $9,557Liabilities 2013: $0Net Assets 2013: $9,5572013Assets 2014: $6,551Liabilities 2014: $0Net Assets 2014: $6,5512014Assets 2015: $1,584Liabilities 2015: $0Net Assets 2015: $1,5842015

Highlighted filing

2015

Assets$1,584
Liabilities$0
Net Assets$1,584
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10K$5.0K$0-$5.0KRevenue 2010: $6,625Expenses 2010: $3,047Net Income 2010: $3,5782010Revenue 2011: $4,014Expenses 2011: $5,214Net Income 2011: -$1,2002011Revenue 2012: $4,000Expenses 2012: $6,441Net Income 2012: -$2,4412012Revenue 2013: $0Expenses 2013: $4,150Net Income 2013: -$4,1502013Revenue 2014: $2,500Expenses 2014: $5,506Net Income 2014: -$3,0062014Revenue 2015: $0Expenses 2015: $4,967Net Income 2015: -$4,9672015

Highlighted filing

2015

Revenue$0
Expenses$4,967
Net Income-$4,967
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,584
Liabilities
$0
Net assets
$1,584
Revenue
$0
Expenses
$4,967
Net income
-$4,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.00$4.97$4.97
2014Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$2.50$5.51$3.01
2013Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.00$4.15$4.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$13.7$4.00$6.44$2.44
2011Summary only. Only limited summary data is available for this year.$16.1$0.00$4.01$5.21$1.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$17.3$6.63$3.05$3.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Mission and Program Overview

Mission

To support educational programs as well as further public awareness and understanding of u.s. National historical heritage at presidential sites.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ARRANGES EDUCATIONAL PROGRAMS TO PROMOTE KNOWLEDGE ABOUT U.S. PRESIDENTIAL SITES.-$4,967
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL W DALYPresident-$0--
JOSEPH M CRONINTreasurer-$0--
DAVID GLUCKClerk-$0--
Filing and Contact Details

Filer

Filer Name
THE PRESIDENTS' HERITAGE FOUNDATION INC
EIN
04-3558252
Phone
6172622800
Address
184 HIGH STREET, BOSTON, MA 02110

Signing Officer

Name
Daniel W Daly
Title
President
Phone
6172622800
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Jean C Madden Ea
Address
21 GABLE LANE, PLYMOUTH, MA 02360-5259
Preparer
Jean C Madden
Phone
5082727257
Supplemental Narrative

Additional Explanations

Pt V, PBC

“The 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.”

Form 990EZ, Part I, Line 16

“Transportation costs 2660. Accounting fees 912. Legal fees 260. Technology/admin fees 1100. State filing fees 35.”

Raw XML Appendix138 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06172622800
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06551
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01584
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4967
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06551
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL W DALY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID GLUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04967
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATIONAL PROGRAMS AS WELL AS FURTHER PUBLIC AWARENESS AND UNDERSTANDING OF U.S. NATIONAL HISTORICAL HERITAGE AT PRESIDENTIAL SITES.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ARRANGES EDUCATIONAL PROGRAMS TO PROMOTE KNOWLEDGE ABOUT U.S. PRESIDENTIAL SITES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04967
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04967
IRS990EZ/TotalProgramServiceExpensesAmt04967
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010500
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt075
IRS990ScheduleA/InvestmentIncomeCYPct00.00710
IRS990ScheduleA/InvestmentIncomePYPct00.00580
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.80380
IRS990ScheduleA/PublicSupportPY509Pct00.78490
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt08500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04000
IRS990ScheduleA/Total509Grp/TotalAmt010500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSPORTATION COSTS 2660. ACCOUNTING FEES 912. LEGAL FEES 260. TECHNOLOGY/ADMIN FEES 1100. STATE FILING FEES 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, PBC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06172622800
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PRESIDENTS' HERITAGE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0043558252
ReturnHeader/Filer/PhoneNum06172622800
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0023605259
ReturnHeader/PreparerPersonGrp/PhoneNum05082727257
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN C MADDEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-16T14:05:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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