Civic Intelligence

Leo Wasserman Foundation

990PF • Fiscal year 2015 • EIN 04-6014473

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

Organization Profile
C/O Pokross 100 Valentine StW Newton, MA 02465

(617) 239-0287

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

23rd percentile

-13%

Higher net margin than 23% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

46th percentile

-1.4%

Faster revenue growth than 46% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$70,439

Down $3,658 (-4.9%) from 2014

Net Assets

Down

$70,439

Down $3,658 (-4.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin23rd percentile

Revenue

Down

$27,277

Down $388 (-1.4%) from 2014

Expenses

Down

$30,935

Down $5,101 (-14%) from 2014

Net Income

Up

-$3,658

Up $4,713 (+56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$300K$200K$100K$0Assets 2011: $106,653Liabilities 2011: $02011Assets 2012: $91,934Liabilities 2012: $0Net Assets 2012: $91,9342012Assets 2013: $82,468Liabilities 2013: $0Net Assets 2013: $82,4682013Assets 2014: $74,097Liabilities 2014: $0Net Assets 2014: $74,0972014Assets 2015: $70,439Liabilities 2015: $0Net Assets 2015: $70,4392015Assets 2016: $68,684Liabilities 2016: $0Net Assets 2016: $68,6842016Assets 2017: $67,098Liabilities 2017: $0Net Assets 2017: $67,0982017Assets 2018: $65,511Liabilities 2018: $0Net Assets 2018: $65,5112018Assets 2019: $61,420Liabilities 2019: $0Net Assets 2019: $61,4202019Assets 2020: $63,581Liabilities 2020: $0Net Assets 2020: $63,5812020Assets 2021: $238,517Liabilities 2021: $0Net Assets 2021: $238,5172021Assets 2022: $86,649Liabilities 2022: $0Net Assets 2022: $86,6492022Assets 2023: $80,499Liabilities 2023: $0Net Assets 2023: $80,4992023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$70,439
Liabilities$0
Net Assets$70,439
Open 2015 Filing

Operations Trend

Revenue Growth46th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $27,791Expenses 2011: $28,853Net Income 2011: -$1,0622011Expenses 2012: $40,0352012Revenue 2013: $26,572Expenses 2013: $36,038Net Income 2013: -$9,4662013Revenue 2014: $27,665Expenses 2014: $36,036Net Income 2014: -$8,3712014Revenue 2015: $27,277Expenses 2015: $30,935Net Income 2015: -$3,6582015Revenue 2016: $24,186Expenses 2016: $25,941Net Income 2016: -$1,7552016Revenue 2017: $24,374Expenses 2017: $25,960Net Income 2017: -$1,5862017Revenue 2018: $24,399Expenses 2018: $25,986Net Income 2018: -$1,5872018Revenue 2019: $12,101Expenses 2019: $16,192Net Income 2019: -$4,0912019Revenue 2020: $12,959Expenses 2020: $10,798Net Income 2020: $2,1612020Revenue 2021: $235,722Expenses 2021: $60,786Net Income 2021: $174,9362021Revenue 2022: $39,752Expenses 2022: $191,620Net Income 2022: -$151,8682022Revenue 2023: $10,540Expenses 2023: $16,690Net Income 2023: -$6,1502023Revenue 2024: $354Expenses 2024: $80,853Net Income 2024: -$80,4992024

Highlighted filing

2015

Revenue$27,277
Expenses$30,935
Net Income-$3,658
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R POKROSS JRTrustee-$0--
JOAN P CURHANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leo Wasserman Foundation
EIN
04-6014473
Phone
6172390287
Address
C/O POKROSS 100 VALENTINE ST, W NEWTON, MA 02465

Signing Officer

Name
David R Pokross Jr
Title
Trustee
Phone
6172390287
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
ONE INTERNATIONAL PLACE 10TH FLOOR, BOSTON, MA 02110
Preparer
Bruce W Levine CPA
Phone
6174472700
Raw XML Appendix324 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/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO ANNUAL FUND CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION TO 2016 KEREN AMI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WNC JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 7126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128802
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02846
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt043132
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt043132
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0154816
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025320
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030935
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028089
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0197948
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0169859
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DAVID R POKROSS CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O HARVARD MANAGEMENT COMPANY 600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt026629
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAX RETURN PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MASS FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0900
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R POKROSS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172390287
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEO WASSERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEOW
ReturnHeader/Filer/EIN0046014473
ReturnHeader/Filer/PhoneNum06172390287
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O POKROSS 100 VALENTINE ST
ReturnHeader/Filer/USAddress/CityNm0W NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE 10TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE W LEVINE CPA
ReturnHeader/ReturnTs02016-05-12T08:21:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$70,439
Liabilities
$0
Net assets
$70,439
Revenue
$27,277
Expenses
$30,935
Net income
-$3,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.81$0.80
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.11$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.40$1.92$1.52
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$2.36$0.61$1.75
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.13$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.12$0.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.24$0.26$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.24$0.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.24$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.27$0.31$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.28$0.36$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.27$0.36$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.40
2011Summary only. Only limited summary data is available for this year.$1.07$0.00$0.28$0.29$0.01