Civic Intelligence

The Fred Haarris Daniels Foundation Inc.

990PF • Fiscal year 2017 • EIN 04-6014333

Nov 01, 2016 to Oct 31, 2017 • Filed on Jul 02, 2018

210 Park Avenue Suite 307Worcester, MA 01609

(303) 775-9964

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

63rd percentile

8.9%

Higher net margin than 63% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

22nd percentile

$16,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

17th percentile

-3.7%

Faster asset growth than 17% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Assets

Down

$15,644,970

Down $1,215,147 (-7.2%) from 2015

Net Assets

$15,644,970

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1,152,500 (-100%) from 2015

Revenue

Up

$1,444,784

Up $326,565 (+29%) from 2015

Expenses

Down

$1,315,832

Down $195,913 (-13%) from 2015

Net Income

Up

$128,952

Up $522,478 (+133%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $17,094,819Liabilities 2011: $1,375,0002011Assets 2012: $15,344,897Liabilities 2012: $1,425,0002012Assets 2013: $15,303,968Liabilities 2013: $1,005,0002013Assets 2014: $16,100,767Liabilities 2014: $967,5002014Assets 2015: $16,860,117Liabilities 2015: $1,152,5002015Assets 2017: $15,644,970Liabilities 2017: $0Net Assets 2017: $15,644,9702017Assets 2018: $15,369,182Liabilities 2018: $0Net Assets 2018: $15,369,1822018Assets 2019: $16,365,968Liabilities 2019: $0Net Assets 2019: $16,365,9682019Assets 2020: $16,034,728Liabilities 2020: $0Net Assets 2020: $16,034,7282020Assets 2021: $16,462,919Liabilities 2021: $0Net Assets 2021: $16,462,9192021Assets 2022: $15,898,287Liabilities 2022: $0Net Assets 2022: $15,898,2872022Assets 2023: $15,888,847Liabilities 2023: $0Net Assets 2023: $15,888,8472023Assets 2024: $15,896,534Liabilities 2024: $0Net Assets 2024: $15,896,5342024Assets 2025: $16,123,405Liabilities 2025: $0Net Assets 2025: $16,123,4052025

Highlighted filing

2017

Assets$15,644,970
Liabilities$0
Net Assets$15,644,970

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $610,699Expenses 2011: $1,329,528Net Income 2011: -$718,8292011Revenue 2012: $1,028,046Expenses 2012: $1,404,792Net Income 2012: -$376,7462012Revenue 2013: $1,261,292Expenses 2013: $1,302,223Net Income 2013: -$40,9312013Revenue 2014: $2,185,187Expenses 2014: $1,387,196Net Income 2014: $797,9912014Revenue 2015: $1,118,219Expenses 2015: $1,511,745Net Income 2015: -$393,5262015Revenue 2017: $1,444,784Expenses 2017: $1,315,832Net Income 2017: $128,9522017Revenue 2018: $994,455Expenses 2018: $1,281,732Net Income 2018: -$287,2772018Revenue 2019: $2,223,254Expenses 2019: $1,226,468Net Income 2019: $996,7862019Revenue 2020: $953,959Expenses 2020: $1,285,199Net Income 2020: -$331,2402020Revenue 2021: $1,737,118Expenses 2021: $1,308,927Net Income 2021: $428,1912021Revenue 2022: $578,991Expenses 2022: $1,143,623Net Income 2022: -$564,6322022Revenue 2023: $1,231,228Expenses 2023: $1,240,668Net Income 2023: -$9,4402023Revenue 2024: $1,305,023Expenses 2024: $1,297,336Net Income 2024: $7,6872024Revenue 2025: $1,526,791Expenses 2025: $1,299,920Net Income 2025: $226,8712025

Highlighted filing

2017

Revenue$1,444,784
Expenses$1,315,832
Net Income$128,952
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jul 2, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERIDITH D WESBYVice PresidentPT$16,000-$16,000
SARAH DAIGNAULTDirector-$13,900-$13,900
FRED H DANIELS IIPresident-$6,700-$6,700
JONATHAN BLAKEDirector-$5,800-$5,800
DAVID A NICHOLSONSecretary-$5,200-$5,200
WILLIAM O PETTIT IIIDirector-$4,800-$4,800
JAMES T MORSEClerk/Director-$4,600-$4,600
DWIGHT BLAKEDirector-$4,500-$4,500
SARAH D MORSEDirector-$3,900-$3,900
CHRISTINA N EATONDirector-$3,600-$3,600
CARLOS LA HOZ DANIELSDirector-$3,600-$3,600
WENDY ANDREWSDirector-$2,700-$2,700
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWORCESTER NATURAL HISTORY SOCIETY DBA ECOTARIUMUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$105,000
Paid GrantCENTRAL MASSACHUSETTS AREACENTER FOR HEALTH IMPACTUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$75,000
Paid GrantUNITED WAY OF CENTRAL MASSACHUSETTS INCUNRESTRICTED GENERAL SUPPORT - STRATEGIC GRANTPCWORCESTER, MA, US$75,000
Paid GrantWORCESTER HISTORICAL MUSEUMUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$75,000
Paid GrantWORCESTER STATE FOUNDATION INCENHANCING STEM TEACHING AND LEARNINGPCWORCESTER, MA, US$75,000
Paid GrantGIRLS INCORPORATED OF WORCESTERUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$50,000
Paid GrantNEW GARDEN PARK INCGENERAL SUPPORTPCWORCESTER, MA, US$50,000
Paid GrantNICHOLS COLLEGEGENERAL SUPPORTPCDUDLEY, MA, US$50,000
Paid GrantFAMILY HEALTH CENTER OF WORCESTER INCHEALTHCARE FOR HOMELESSPCWORCESTER, MA, US$45,000
Paid GrantUNITED WAY OF CENTRAL MASSACHUSETTS INCGENERAL SUPPORTPCWORCESTER, MA, US$37,500
Paid GrantMASSACHUSETTS AUDUBON SOCIETY INCGRANT - UNRESTRICTED GENERAL SUPPORTPCLINCOLN, MA, US$37,000
Paid GrantAMERICAN ANTIQUARIAN SOCIETYGENERAL SUPPORTPCWORCESTER, MA, US$35,000
Paid GrantLUK CRISIS CENTER INCPEER LEADERSHIP & OUTREACH TRAINING (PLOT)PCFITCHBURG, MA, US$25,000
Paid GrantTHE HEALTH FOUNDATION FUNDGENERAL SUPPORTPCWORCESTER, MA, US$25,000
Paid GrantCOMMUNITY HARVEST PROJECTVOLUNTEER FARMING OPERATIONSPCN GRAFTON, MA, US$20,000
Paid GrantQUINSIGAMOND COMMUNITY COLLEGE FOUNDATION INCUPGRADE FOOD PANTRY AND EQUIPMENTPCWORCESTER, MA, US$20,000
Paid GrantWORCESTER JEWISH COMMUNITY CENTER JCCGENERAL SUPPORTPCWORCESTER, MA, US$20,000
Paid GrantWORCESTER YOUTH VIOLENCE INITIATIVE-EARLY CHILDHOOD DOMAINGENERAL SUPPORTPCWORCESTER, MA, US$20,000
Paid GrantPERNET FAMILY HEALTH SERVICE INCGENERAL SUPPORTPCWORCESTER, MA, US$12,500
Paid GrantCOMMUNITY SERVINGS INCNUTRITION PROGRAM FOR INDIVIDUALS AND FAMILIESPCJAMAICA PLAIN, MA, US$12,000
Paid GrantABBY KELLEY FOSTER HOUSE INCGENERAL SUPPORTPCWORCESTER, MA, US$10,000
Paid GrantAMERICAN RED CROSS OF CENTRAL MAANNUAL UNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$10,000
Paid GrantBIG BROTHERS BIG SISTERS CENTRAL MASSMETROWEST INCWORCESTER AREA COLLEGE MENTOR PROGRAMPCWORCESTER, MA, US$10,000
Paid GrantCHILDREN'S FRIEND INCGENERAL SUPPORTPCWORCESTER, MA, US$10,000
Paid GrantDISMAS HOUSE OF MASSACHUSETTS INCUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$10,000
Paid GrantNATIVITY SCHOOL OF WORCESTER INCUNRESTRICTED GENERAL SUPPORT - CAPITALPCWORCESTER, MA, US$10,000
Paid GrantOLD STURBRIDGE INCUNRESTRICTED GENERAL SUPPORTPCSTURBRIDGE, MA, US$10,000
Paid GrantRACHEL'S TABLE (FS)GENERAL SUPPORTPCWORCESTER, MA, US$10,000
Paid GrantREGIONAL ENVIRONMENTAL COUNCIL INCFOOD JUSTICE PROGRAMPCWORCESTER, MA, US$10,000
Paid GrantVNA CARE NETWORK INCELDER WELLNESS CLINICSPCWORCESTER, MA, US$10,000
Paid GrantWORCESTER REGIONAL RESEARCH BUREAU INCUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$10,000
Paid GrantYOUNG WOMENS CHRISTIAN ASSOCIATION OF CENTRAL MASSGIRLS CHOICE STRATEGIC GRANTSPCWORCESTER, MA, US$10,000
Paid GrantYOUTHCONNECTUNRESTRICTED GENERAL SUPPORT - STRATEGIC GRANTPCWORCESTER, MA, US$10,000
Paid GrantGENESIS CLUBHOUSE INCGENESIS CLUB EDUCATION SUPPORT PROGRAMPCWORCESTER, MA, US$7,500
Paid GrantJEREMIAHS HOSPICE INC (AKA JEREMIAH'S INN)SOCIAL MODEL SUBSTANCE ABUSE RECOVERY HOUSINGPCWORCESTER, MA, US$7,500
Paid GrantPATHWAYS FOR CHANGE INCUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$7,500
Paid GrantSTRAIGHT AHEAD MINISTRIES INCUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$7,500
Paid GrantWHY ME INCCHILDHOOD CANCER LIFELINE AND SHERRY'S HOUSEPCWORCESTER, MA, US$7,500
Paid GrantWORCESTER INTERFAITHUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$7,500
Paid GrantAFRICAN COMMUNITY EDUCATION PROGRAMACE FAMILY EDUCATION PROGRAMPCWORCESTER, MA, US$5,000
Paid GrantBARTON CENTER FOR DIABETES EDUCATION INCGENERAL CAMPERSHIPPCNORTH OXFORD, MA, US$5,000
Paid GrantBECKER COLLEGEGENERAL SUPPORTPCWORCESTER, MA, US$5,000
Paid GrantBOTTOM LINE INCUNRESTRICTED GENERAL SUPPORTPCJAMAICA PLAIN, MA, US$5,000
Paid GrantFRIENDLY HOUSEGENERAL SUPPORTPCWORCESTER, MA, US$5,000
Paid GrantHORIZONS FOR HOMELESS CHILDREN INCCENTRAL REGION PLAYSPACE PROGRAMPCROXBURY, MA, US$5,000
Paid GrantJOY OF MUSIC PROGRAM INCUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$5,000
Paid GrantLITERACY VOLUNTEERS OF GREATER WORCESTERSUPPORT OF LITERACY ACADEMY AND TUTORING PROGRAMPCWORCESTER, MA, US$5,000
Paid GrantMASSACHUSETTS ADOPTION RESOURCE EXCHANGE INCGENERAL SUPPORTPCWORCESTER, MA, US$5,000
Paid GrantMASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDRENUNRESTRICTED GENERAL SUPPORTPCJAMAICA PLAIN, MA, US$5,000
Paid GrantMUSIC WORCESTER INCUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$5,000
Paid GrantPARENTS HELPING PARENTS THE ROUNDTABLE OF SUPPORT INCPARENTS SUPPORT SERVICES IN WORCESTER COUNTYPCWATERTOWN, MA, US$5,000
Paid GrantWORCESTER COMMUNITY ACTION COUNCIL INCGENERAL SUPPORTPCWORCESTER, MA, US$5,000
Paid GrantWORCESTER COUNTY HORTICULTURAL SOCIETYUNRESTRICTED GENERAL SUPPORTPCBOYLSTON, MA, US$5,000
Paid GrantWORCESTER YOUTH CENTER INCSTRATEGIC GRANT - UNRESTRICTED GENERALPCWORCESTER, MA, US$5,000
Paid GrantWORCESTER CHAMBER MUSIC SOCIETYUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$3,500
Paid GrantDISCOVERY MUSEUMS INCDISCOVERY SCIENCE: WORCESTERPCACTON, MA, US$3,000
Paid GrantEASTER SEALS MASSACHUSETTS INCE.S SERVICE DISABLED IND IN GREATER WORCESTERPCWORCESTER, MA, US$3,000
Paid GrantPAKACHOAG MUSIC SCHOOL OF GREATER WORCESTERFINANCIAL AID PROGRAMPCAUBURN, MA, US$3,000
Paid GrantRIA HOUSE INC - READYINSPIREACTGENERAL SUPPORTPCFRAMINGHAM, MA, US$3,000
Paid GrantSOUTH MIDDLESEX OPPORTUNITY COUNCIL INCGENERAL SUPPORTPCFRAMINGHAM, MA, US$3,000
Paid GrantTHE COMMUNITY BUILDERS INCUNRESTRICTED GENERAL SUPPORT - STRATEGICPCBOSTON, MA, US$3,000
Paid GrantAPPALACHIAN MOUNTAIN CLUBYOUTH OPPORTUNITIES PROG - WORCESTER SUMMITPCBOSTON, MA, US$2,500
Paid GrantWHITIN COMMUNITY CENTERGENERAL SUPPORTPCWHITINSVILLE, MA, US$2,500
Paid GrantWORCESTER TREE INITIATIVEGENERAL SUPPORTPCWORCESTER, MA, US$2,500
Paid GrantFRANKLIN COUNTY COMMUNITY MEALS PROGRAMGENERAL SUPPORTPCGREENFIELD, MA, US$1,200
Paid GrantSALISBURY SINGERS INCUNRESTRICTED GENERAL SUPPORTPCWORCESTER, MA, US$1,000
Paid GrantTASKS FOR TRANSIT INCGENERAL SUPPORTPCMILLBURY, MA, US$1,000
Filing and Contact Details

Filer

Filer Name
The Fred Harris Daniels Foundation
EIN
04-6014333
Phone
3037759964
Address
210 PARK AVENUE SUITE 307, WORCESTER, MA 01609

Signing Officer

Name
Fred H Daniels Ii
Title
President
Phone
3037759964
Signed
2018-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Bollus Lynch Llp
Address
89 SHREWSBURY STREET, WORCESTER, MA 01604
Preparer
Barbara E King CPA
Phone
5087557107
Raw XML AppendixShowing 400 of 1,065 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MARKETABLE SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt06011216
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt06012568
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MARKETABLE SECURITIES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11DIRECTOR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FRED HARRIS DANIELS FOUNDATION
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0REQUEST ONLINE NO LATER THAN 1ST BUSINESS DAY OF FEBRUARY, MARCH, AUGUST, OR NOVEMBER.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt153000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1645000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt197500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt227500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt265000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2737000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt285000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt295000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt343000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt355000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt367500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3712500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3820000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt413000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt421000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt433000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt447500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt451000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt463000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4837500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4975000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.53$1.30$0.23
2024Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.31$1.30$0.01
2023Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.23$1.24$0.01
2022Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.58$1.14$0.56
2021Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.74$1.31$0.43
2020Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.95$1.29$0.33
2019Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$2.22$1.23$1.00
2018Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.99$1.28$0.29
2017Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.44$1.32$0.13
2015Summary only. Only limited summary data is available for this year.$16.9$1.15$1.12$1.51$0.39
2014Summary only. Only limited summary data is available for this year.$16.1$0.97$2.19$1.39$0.80
2013Summary only. Only limited summary data is available for this year.$15.3$1.01$1.26$1.30$0.04
2012Summary only. Only limited summary data is available for this year.$15.3$1.43$1.03$1.40$0.38
2011Summary only. Only limited summary data is available for this year.$17.1$1.38$0.61$1.33$0.72