Civic Intelligence

Bvm Foundation

990PF • Fiscal year 2023 • EIN 04-3569443

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
C/O Fiduciary Trust CO PO Box 5Boston, MA 02205-5806

(978) 371-1700

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

11th percentile

-52%

Higher net margin than 11% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

21st percentile

-3.0%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

134%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,295,189

Down $381,002 (-3.0%) from 2022

Net Assets

Down

$12,295,189

Down $381,002 (-3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin11th percentile

Revenue

Up

$730,532

Up $417,733 (+134%) from 2022

Expenses

Up

$1,111,517

Up $13,635 (+1.2%) from 2022

Net Income

Up

-$380,985

Up $404,098 (+51%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$15M$10M$5.0M$0Assets 2011: $7,628Liabilities 2011: $02011Assets 2012: $7,630Liabilities 2012: $02012Assets 2013: $7,631Liabilities 2013: $02013Assets 2014: $7,632Liabilities 2014: $02014Assets 2015: $7,632Liabilities 2015: $02015Assets 2019: $6,445Liabilities 2019: $02019Assets 2020: $12,823,248Liabilities 2020: $0Net Assets 2020: $12,823,2482020Assets 2021: $12,990,348Liabilities 2021: $0Net Assets 2021: $12,990,3482021Assets 2022: $12,676,191Liabilities 2022: $0Net Assets 2022: $12,676,1912022Assets 2023: $12,295,189Liabilities 2023: $0Net Assets 2023: $12,295,1892023Assets 2024: $11,953,198Liabilities 2024: $0Net Assets 2024: $11,953,1982024

Highlighted filing

2023

Assets$12,295,189
Liabilities$0
Net Assets$12,295,189
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $6Expenses 2011: $35Net Income 2011: -$292011Revenue 2012: $2Expenses 2012: $0Net Income 2012: $22012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2019: $122Expenses 2019: $300Net Income 2019: -$1782019Revenue 2020: $20,907,184Expenses 2020: $57,008Net Income 2020: $20,850,1762020Revenue 2021: $417,902Expenses 2021: $635,092Net Income 2021: -$217,1902021Revenue 2022: $312,799Expenses 2022: $1,097,882Net Income 2022: -$785,0832022Revenue 2023: $730,532Expenses 2023: $1,111,517Net Income 2023: -$380,9852023Revenue 2024: $729,960Expenses 2024: $1,071,939Net Income 2024: -$341,9792024

Highlighted filing

2023

Revenue$730,532
Expenses$1,111,517
Net Income-$380,985
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUKESH CHATTERTrustee-$0--
PRITI CHATTERTrustee-$0--
SONAL CHATTERTrustee-$0--
SAEJAL CHATTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bvm Foundation
EIN
04-3569443
Phone
9783711700
Address
C/O FIDUCIARY TRUST CO PO BOX 5, BOSTON, MA 02205-5806

Signing Officer

Name
Priti H Chatter
Title
Trustee
Phone
9783711700
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Company
Address
PO BOX 55806, BOSTON, MA 02205-5806
Preparer
John Avila
Phone
6174825270
Raw XML Appendix349 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0115137 SHS LEADER BANCORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GLOBAL LONG SHORT OS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GLOBAL LONG SHORT SPV II LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LATERAL BVM FEEDER, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LEADER ZINVEST, LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0731174
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002109
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIDUCIARY TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174825270
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MUKESH CHATTER PRITI CHATTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01103012
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/AppliedToCurrentYearAmt08505
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01103012
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01060771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01111517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01052266
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01103012
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BOWDITCH & DEWEY
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05939
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05939
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUST PARTNERSHIP CARRYING VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0841
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0841
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0521408
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0521408
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WINDROSE - ASSET MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01725
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PRITI H CHATTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09783711700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BVM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BVM
ReturnHeader/Filer/EIN0043569443
ReturnHeader/Filer/PhoneNum09783711700
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FIDUCIARY TRUST CO PO BOX 5
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0022055806
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041309690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 55806
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0022055806
ReturnHeader/PreparerPersonGrp/PhoneNum06174825270
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN AVILA
ReturnHeader/ReturnTs02024-11-14T11:01:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,295,189
Liabilities
$0
Net assets
$12,295,189
Revenue
$730,532
Expenses
$1,111,517
Net income
-$380,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.73$1.07$0.34
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.73$1.11$0.38
2022Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.31$1.10$0.79
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.42$0.64$0.22
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$20.9$0.06$20.9
2019Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00