Civic Intelligence

Dimitris Bertsimas-Georgia Perakis Foundation

990PF • Fiscal year 2016 • EIN 04-3730409

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 17, 2017

Organization Profile
43 Lantern RoadBelmont, MA 02478

(617) 489-0137

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

60th percentile

4.4%

Faster asset growth than 60% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

60%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$28,125,206

Up $1,186,701 (+4.4%) from 2015

Net Assets

Up

$28,125,206

Up $1,186,701 (+4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin99th percentile

Revenue

Up

$1,186,701

Up $446,186 (+60%) from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Up

$1,186,701

Up $446,186 (+60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$80M$60M$40M$20M$0Assets 2011: $23,508,248Liabilities 2011: $0Net Assets 2011: $23,508,2482011Assets 2012: $25,996,508Liabilities 2012: $0Net Assets 2012: $25,996,5082012Assets 2013: $25,997,434Liabilities 2013: $0Net Assets 2013: $25,997,4342013Assets 2014: $26,197,990Liabilities 2014: $0Net Assets 2014: $26,197,9902014Assets 2015: $26,938,505Liabilities 2015: $0Net Assets 2015: $26,938,5052015Assets 2016: $28,125,206Liabilities 2016: $0Net Assets 2016: $28,125,2062016Assets 2017: $30,152,686Liabilities 2017: $0Net Assets 2017: $30,152,6862017Assets 2018: $30,920,622Liabilities 2018: $0Net Assets 2018: $30,920,6222018Assets 2019: $34,234,177Liabilities 2019: $0Net Assets 2019: $34,234,1772019Assets 2020: $36,438,978Liabilities 2020: $0Net Assets 2020: $36,438,9782020Assets 2021: $38,324,908Liabilities 2021: $0Net Assets 2021: $38,324,9082021Assets 2022: $42,123,040Liabilities 2022: $0Net Assets 2022: $42,123,0402022Assets 2023: $67,819,739Liabilities 2023: $0Net Assets 2023: $67,819,7392023Assets 2024: $69,876,160Liabilities 2024: $0Net Assets 2024: $69,876,1602024

Highlighted filing

2016

Assets$28,125,206
Liabilities$0
Net Assets$28,125,206
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$30M$20M$10M$0Expenses 2011: $02011Expenses 2012: $02012Revenue 2013: $926Expenses 2013: $0Net Income 2013: $9262013Revenue 2014: $200,556Expenses 2014: $0Net Income 2014: $200,5562014Revenue 2015: $740,515Expenses 2015: $0Net Income 2015: $740,5152015Revenue 2016: $1,186,701Expenses 2016: $0Net Income 2016: $1,186,7012016Revenue 2017: $2,027,480Expenses 2017: $0Net Income 2017: $2,027,4802017Revenue 2018: $767,936Expenses 2018: $0Net Income 2018: $767,9362018Revenue 2019: $3,313,555Expenses 2019: $0Net Income 2019: $3,313,5552019Revenue 2020: $2,204,801Expenses 2020: $0Net Income 2020: $2,204,8012020Revenue 2021: $1,885,930Expenses 2021: $0Net Income 2021: $1,885,9302021Revenue 2022: $3,798,132Expenses 2022: $0Net Income 2022: $3,798,1322022Revenue 2023: $25,696,699Expenses 2023: $0Net Income 2023: $25,696,6992023Revenue 2024: $2,069,510Expenses 2024: $13,089Net Income 2024: $2,056,4212024

Highlighted filing

2016

Revenue$1,186,701
Expenses$0
Net Income$1,186,701
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 17, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIMITRIS BERTSIMASExecutive DirectorPT$0--
GEORGIA PERAKISDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Dimitris Bertsimas - Georgia
EIN
04-3730409
Phone
6174890137
Address
43 LANTERN ROAD, BELMONT, MA 02478

Signing Officer

Name
Dimitris Bertsimas
Title
Executive Director
Phone
6172183801
Signed
2017-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Private Tax Services
Address
650 - 3RD AVENUE SOUTH SUITE 1500, MINNEAPOLIS, MN 55402
Preparer
Matthew B Olson
Phone
6123678800
Raw XML Appendix303 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/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174890137
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DEVELOPMENT OF WORLD CLASS STAMP COLLECTION INCLUDING THE PRESERVATION OF A VERY RARE COLLECTION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0DEVELOPMENT OF WORLD CLASS STAMP COLLECTION INCLUDING THE PRESERVATION OF A VERY RARE COLLECTION.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt01185190
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt01185190
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SUBMIT DETAILS OF PROJECT AND PROPOSED BUDGET IN APPLYING FOR GRANT. INCLUDE RESUME FOR INDIVIDUALS INVOLVED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DIMITRIS BERTSIMAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06174890137
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt043 LANTERN ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BELMONT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002478
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AWARDS FOR EXEMPT PURPOSES - SCIENTIFIC RESEARCH IN THE AREA OF MATHEMATICAL SCIENCES AND PHILATELIC RESEARCH.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE ACCEPTED AT ANY TIME
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DIMITRIS BERTSIMAS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1GEORGIA PERAKIS
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DIMITRIS BERTSIMAS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt043 LANTERN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BELMONT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002478
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01185190
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt026636272
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WORLD CLASS STAMP COLLECTION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt027821462
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt024523842
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIMITRIS BERTSIMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06172183801
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DIMITRIS BERTSIMAS - GEORGIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PERAKIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DIMI
ReturnHeader/Filer/EIN0043730409
ReturnHeader/Filer/PhoneNum06174890137
ReturnHeader/Filer/USAddress/AddressLine1Txt043 LANTERN ROAD
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BD89BA93B85946653A66FE69E885A12D9B5E1F25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId040F9A8052437450F6F9CDCDE619CEEE90A2CD1F7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.179.106.126
ReturnHeader/FilingSecurityInformation/IPDt02017-11-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:39:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364825962
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRIVATE TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 - 3RD AVENUE SOUTH SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123678800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW B OLSON
ReturnHeader/ReturnTs02017-11-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,125,206
Liabilities
$0
Net assets
$28,125,206
Revenue
$1,186,701
Expenses
$0
Net income
$1,186,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.9$0.00$69.9$2.07$0.01$2.06
2023Detailed filing. Detailed filing data is available for this year.$67.8$0.00$67.8$25.7$0.00$25.7
2022Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$3.80$0.00$3.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.3$0.00$38.3$1.89$0.00$1.89
2020Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$2.20$0.00$2.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$0.00$34.2$3.31$0.00$3.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$0.00$30.9$0.77$0.00$0.77
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$30.2$0.00$30.2$2.03$0.00$2.03
2016Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$1.19$0.00$1.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$0.00$26.9$0.74$0.00$0.74
2014Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$0.20$0.00$0.20
2013Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$0.00
2011Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$0.00