Civic Intelligence

Leo Wasserman Foundation

990PF • Fiscal year 2018 • EIN 04-6014473

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 27, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

30th percentile

-6.5%

Higher net margin than 30% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$65,511

Down $1,587 (-2.4%) from 2017

Net Assets

Down

$65,511

Down $1,587 (-2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin30th percentile

Revenue

Up

$24,399

Up $25 (+0.1%) from 2017

Expenses

Up

$25,986

Up $26 (+0.1%) from 2017

Net Income

Down

-$1,587

Down $1 (-0.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2018

Assets$65,511
Liabilities$0
Net Assets$65,511
Open 2018 Filing

Operations Trend

Revenue Growth49th 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

2018

Revenue$24,399
Expenses$25,986
Net Income-$1,587
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 27, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2019-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
101 STATION DRIVE SUITE 250, WESTWOOD, MA 02090
Preparer
Bruce W Levine CPA
Phone
6174472700
Raw XML Appendix318 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt02565
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032549
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032549
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0131268
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023420
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023429
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025985
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023420
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0163817
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0140397
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/TotalContributionsAmt024039
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASS FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R POKROSS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172390287
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-27
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D286C15069C100443CD179F627BF294EDE0E652C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D286C15069C100443CD179F627BF294EDE0E652C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.147.160.242
ReturnHeader/FilingSecurityInformation/IPDt02019-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:12:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 STATION DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002090
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE W LEVINE CPA
ReturnHeader/ReturnTs02019-02-28T09:23:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,511
Liabilities
$0
Net assets
$65,511
Revenue
$24,399
Expenses
$25,986
Net income
-$1,587
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