Civic Intelligence

The Omidyar-Tufts Active Citizenship Trust

990 • Fiscal year 2012 • EIN 04-3828582

Jul 01, 2011 to Jun 30, 2012 • Filed on May 07, 2013

Organization ProfileN/A
169 Holland Street Attn Tax Dept02144
Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

8th percentile

-6.4%

Faster asset growth than 8% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$114,968,330

Down $7,817,013 (-6.4%) from 2011

Net Assets

Down

$114,742,033

Down $3,167,975 (-2.7%) from 2011

Liabilities

Down

$226,297

Down $4,649,038 (-95%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$682,653

Down $4,602,858 (-87%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$150M$100M$50M$0Assets 2010: $115,390,176Liabilities 2010: $180,485Net Assets 2010: $115,209,6912010Assets 2011: $122,785,343Liabilities 2011: $4,875,335Net Assets 2011: $117,910,0082011Assets 2012: $114,968,330Liabilities 2012: $226,297Net Assets 2012: $114,742,0332012Assets 2013: $118,066,888Liabilities 2013: $1,801,923Net Assets 2013: $116,264,9652013Assets 2014: $112,966,252Liabilities 2014: $226,454Net Assets 2014: $112,739,7982014Assets 2015: $111,247,197Liabilities 2015: $145,948Net Assets 2015: $111,101,2492015Assets 2016: $104,974,675Liabilities 2016: $123,005Net Assets 2016: $104,851,6702016Assets 2017: $103,415,035Liabilities 2017: $170,800Net Assets 2017: $103,244,2352017Assets 2018: $101,267,871Liabilities 2018: $268,823Net Assets 2018: $100,999,0482018Assets 2019: $96,402,572Liabilities 2019: $288,702Net Assets 2019: $96,113,8702019Assets 2020: $82,279,552Liabilities 2020: $274,389Net Assets 2020: $82,005,1632020Assets 2021: $114,828,830Liabilities 2021: $15,108,835Net Assets 2021: $99,719,9952021Assets 2022: $114,612,131Liabilities 2022: $12,598,402Net Assets 2022: $102,013,7292022Assets 2023: $100,913,759Liabilities 2023: $7,348,798Net Assets 2023: $93,564,9612023Assets 2024: $92,627,703Liabilities 2024: $4,036,465Net Assets 2024: $88,591,2382024

Highlighted filing

2012

Assets$114,968,330
Liabilities$226,297
Net Assets$114,742,033
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10M-$20MExpenses 2010: $660,8402010Expenses 2011: $5,285,5112011Expenses 2012: $682,6532012Revenue 2013: $1,558,955Expenses 2013: $2,356,458Net Income 2013: -$797,5032013Revenue 2014: $1,394,457Expenses 2014: $753,979Net Income 2014: $640,4782014Revenue 2015: $336,020Expenses 2015: $502,071Net Income 2015: -$166,0512015Revenue 2016: $1,159,558Expenses 2016: $505,584Net Income 2016: $653,9742016Revenue 2017: $1,288,184Expenses 2017: $586,331Net Income 2017: $701,8532017Revenue 2018: -$2,914,215Expenses 2018: $829,520Net Income 2018: -$3,743,7352018Revenue 2019: $3,816,035Expenses 2019: $864,737Net Income 2019: $2,951,2982019Revenue 2020: -$327,450Expenses 2020: $836,000Net Income 2020: -$1,163,4502020Revenue 2021: -$1,213,909Expenses 2021: $15,722,957Net Income 2021: -$16,936,8662021Revenue 2022: -$3,219,310Expenses 2022: $2,675,626Net Income 2022: -$5,894,9362022Revenue 2023: -$5,548,816Expenses 2023: $1,052,838Net Income 2023: -$6,601,6542023Revenue 2024: -$1,743,767Expenses 2024: $1,109,467Net Income 2024: -$2,853,2342024

Highlighted filing

2012

Revenue-
Expenses$682,653
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 7, 2013
Return Version
2011v1.5
Gross Receipts
$9,982,291
Filing and Contact Details

Filer

EIN
04-3828582
Raw XML AppendixShowing 400 of 584 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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IRS990ScheduleA/GeneralExplanation0SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 11(H)(VII) - AMOUNT OF SUPPORT: TRUSTEES OF TUFTS COLLEGE, A SUPPORTED ORGANIZATION OF THE OMIDYAR-TUFTS MICROFINANCE FUND(THE FUND), PAID OPERATING COSTS FOR THE FUND TOTALLING APPROXIMATELY $689,000 FOR THE YEAR-ENDED JUNE 30, 2012. THE FUND REIMBURSED THE UNIVERSITY FOR $589,000 OF THESE COSTS. THE BALANCE OF THE COSTS NOT YET REIMBURSED AT JUNE 30, 2012 IS APPROXIMATELY $90,000. THE OPERATING COSTS INCURRED BY THE FUND INCLUDE SALARIES, BENEFITS AND OTHER GENERAL AND ADMINISTRATIVE COSTS. THE SALARIES AND BENEFITS COSTS ARE ATTRIBUTABLE TO EMPLOYEES OF TUFTS UNIVERSITY WHO ASSIST WITH MANAGING THE FUNDS INVESTMENTS.
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0PART I, LINE 1A: FIRST-CLASS TRAVEL: THE DIRECTOR OF THE OMIDYAR-TUFTS MICROFINANCE FUND TRAVELS ABROAD PERIODICALLY FOR MISSION RELATED PURPOSES. THE AIRLINE ACCOMODATIONS MAY INCLUDE FIRST-CLASS SEATING WHEN THE TRAVEL IS FOR A PERIOD OF SIX HOURS OR MORE. THIS BENEFIT IS NOT TAXABLE AS THIS IS A BUSINESS EXPENSE.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1PART I, LINES 4A-B: LINE 4A - AFTER SERVING AS THE TWELFTH PRESIDENT OF THE UNIVERSITY FOR 10 YEARS, LAWRENCE S. BACOW STEPPED DOWN AS PRESIDENT ON JULY 31, 2011. DURING HIS TENURE AS PRESIDENT, THE UNIVERSITY SOLIDIFIED ITS POSITION AS A LEADER IN TEACHING, RESEARCH AND PUBLIC SERVICE AND CIVIC ENGAGEMENT, BOTH NATIONALLY AND INTERNATIONALLY. IN ADDITION, PRESIDENT BACOW WORKED TO STRENGTHEN THE UNIVERSITY THROUGH EFFECTIVE OUTREACH TO ALUMNI, PARENTS AND FRIENDS; THE UNIVERSITY BENEFITED FROM UNPRECEDENTED DONOR GENEROSITY AND COMPLETED ITS HISTORIC BEYOND BOUNDARIES CAMPAIGN, WHICH RAISED $1.2 BILLION TO SUPPORT TUFTS' HIGHEST ACADEMIC PRIORITIES. UNDER HIS LEADERSHIP, THE UNIVERSITY ALSO STRENGTHENED RELATIONSHIPS WITH ITS HOST COMMUNITIES. UPON RETIRING, PRESIDENT EMERITUS BACOW RECEIVED AN END-OF-SERVICE COMPENSATION PACKAGE THAT INCLUDED A ONE-TIME LUMP-SUM PAYMENT. LINE 4B - TRYFAN EVANS, DIRECTOR OF THE OMIDYAR-TUFTS MICROFINANCE FUND, AND KIMBERLY WATTRICK, SR. INVESTMENT ASSOCIATE FOR THE FUND ARE BOTH EMPLOYEES OF TRUSTEES OF TUFTS COLLEGE. BOTH PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 80% AND 30%, RESPECTIVELY, OF THEIR BASE SALARY EARNINGS. THE INCENTIVE PAYOUT VESTING SCHEDULE IS OVER THREE YEARS AND ALLOWS FOR 50% IN YEAR ONE AND 25% FOR THE REMAINING TWO YEARS. PAYMENTS ARE MADE IN THE QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. LINE 4B - SALLY DUNGAN, CHIEF INVESTMENT OFFICER OF THE OMIDYAR-TUFTS MICROFINANCE FUND, IS AN EMPLOYEE OF TRUSTEES OF TUFTS COLLEGE. SHE PARTICIPATES IN AN INCENTIVE COMPENSATION PLAN THAT IS BASED OFF OF JOB AND PORTFOLIO PERFORMANCE AND ALLOWS FOR UP TO 100% OF HER BASE SALARY EARNINGS. THE INCENTIVE PAYOUT VESTING SCHEDULE IS OVER THREE YEARS AND ALLOWS FOR 50% IN YEAR ONE AND 25% FOR THE REMAINING TWO YEARS. PAYMENTS ARE MADE IN THE QUARTER FOLLOWING THE CLOSE OF THE FISCAL YEAR TO WHICH THE INCENTIVE PAYMENT APPLIES. TOTAL CURRENT-YEAR EARNED INCOME DEFERRAL AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation2TRYFAN EVANS, DIRECTOR OF THE OMIDYAR-TUFTS MICROFINANCE FUND, AND KIMBERLY WATTRICK, SR. INVESTMENT ASSOCIATE FOR THE FUND ARE BOTH EMPLOYEES OF TRUSTEES OF TUFTS COLLEGE. BOTH PARTICIPATE IN AN INCENTIVE PROGRAM FOR MANAGING THE OMIDYAR TUFTS MICROFINANCE FUND. A BONUS ACCRUAL AMOUNT OF $62,020 AND $9,884, RESPECTIVELY, WAS MADE IN FYE 06/30/11 AND LATER PAID IN AUGUST, 2011. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B). SALLY DUNGAN, CHIEF INVESTMENT OFFICER OF THE OMIDYAR-TUFTS MICROFINANCE FUND, IS AN EMPLOYEE OF TRUSTEES OF TUFTS COLLEGE. SHE PARTICIPATES IN AN ANNUAL INCENTIVE PROGRAM FOR MANAGING THE OMIDYAR TUFTS MICROFINANCE FUND. A BONUS ACCRUAL AMOUNT OF $104,072 WAS MADE IN FYE 06/30/11 AND LATER PAID IN AUGUST, 2011. THE INCENTIVE PROGRAM IS BASED ON THE PORTFOLIO RETURNS, MINIMIZING INVESTMENT EXPENSES, AS WELL AS MANAGING INVESTMENT AND OPERATIONAL RISK. THIS AMOUNT IS A COMPONENT OF THE TOTAL REPORTABLE AMOUNT AS EXPLAINED ON SCHEDULE J, LINE 4(B).
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation3TRYFAN EVANS, DIRECTOR OF THE OMIDYAR-TUFTS MICROFINANCE FUND, AND KIMBERLY WATTRICK, SR. INVESTMENT ASSOCIATE FOR THE FUND ARE BOTH EMPLOYEES OF TRUSTEES OF TUFTS COLLEGE. BOTH PARTICIPATE IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED NON-FIXED PAYMENTS OF $16,321 AND $2,601, RESPECTIVELY, FOR THEIR INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN AS DESCRIBED ON LINE 4(B). SALLY DUNGAN, CHIEF INVESTMENT OFFICER OF THE OMIDYAR-TUFTS MICROFINANCE FUND, IS AN EMPLOYEE OF TRUSTEES OF TUFTS COLLEGE. SHE PARTICIPATES IN A DISCRETIONARY INCENTIVE PLAN AND RECEIVED A NON-FIXED PAYMENT OF $34,691 FOR HER INDIVIDUAL JOB PERFORMANCE AND ACHIEVING CERTAIN GOALS AND OBJECTIVES. THIS AMOUNT IS PART OF THE SAME PLAN AS DESCRIBED ON LINE 4(B).
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation4SCH J, PART II THE OMIDYAR-TUFTS MICROFINANCE FUND DOES NOT HAVE ITS OWN EMPLOYEES. THE SALARY EXPENSE, BENEFITS AND PAYROLL TAXES REPORTED WITHIN PART IX, FUNCTIONAL EXPENSES, REPRESENT OPERATING EXPENSE REIMBURSEMENTS TO THE TRUSTEES OF TUFTS COLLEGE FOR USE OF ITS EMPLOYEES.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 1A
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1PART I, LINES 4A-B
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference2PART I, LINE 6
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference3PART I, LINE 7
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference4PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0ANTHONY P MONACO
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1LAWRENCE S BACOW
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2TRYFAN D EVANS
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3SALLY DUNGAN
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Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$114,968,330
Liabilities
$226,297
Net assets
$114,742,033
Revenue
-
Expenses
$682,653
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$92.6$4.04$88.6$1.74$1.11$2.85
2023Detailed filing. Detailed filing data is available for this year.$101$7.35$93.6$5.55$1.05$6.60
2022Detailed filing. Detailed filing data is available for this year.$115$12.6$102$3.22$2.68$5.89
2021Detailed filing. Detailed filing data is available for this year.$115$15.1$99.7$1.21$15.7$16.9
2020Summary only. Only limited summary data is available for this year.$82.3$0.27$82.0$0.33$0.84$1.16
2019Detailed filing. Detailed filing data is available for this year.$96.4$0.29$96.1$3.82$0.86$2.95
2018Detailed filing. Detailed filing data is available for this year.$101$0.27$101$2.91$0.83$3.74
2017Detailed filing. Detailed filing data is available for this year.$103$0.17$103$1.29$0.59$0.70
2016Detailed filing. Detailed filing data is available for this year.$105$0.12$105$1.16$0.51$0.65
2015Detailed filing. Detailed filing data is available for this year.$111$0.15$111$0.34$0.50$0.17
2014Detailed filing. Detailed filing data is available for this year.$113$0.23$113$1.39$0.75$0.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$1.80$116$1.56$2.36$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$0.23$115$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$4.88$118$5.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$0.18$115$0.66