Civic Intelligence

Cline Charitable Fund

EIN 04-6040604 • Westborough, MA

47 Oakvale RoadWestborough, MA 02468
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

13th percentile

-78%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-15%

Faster asset growth than 35% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-82%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$16,206

Down $2,883 (-15%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$16,206

Down $2,883 (-15%) from 2014

Revenue

Down

$3,642

Down $16,126 (-82%) from 2014

Expenses

Down

$6,500

Down $8,055 (-55%) from 2014

Net Income

Down

-$2,858

Down $8,071 (-155%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $394,528Liabilities 2010: $0Net Assets 2010: $394,5282010Assets 2011: $273,974Liabilities 2011: $0Net Assets 2011: $273,9742011Assets 2012: $18,641Liabilities 2012: $0Net Assets 2012: $18,6412012Assets 2013: $13,904Liabilities 2013: $0Net Assets 2013: $13,9042013Assets 2014: $19,089Liabilities 2014: $0Net Assets 2014: $19,0892014Assets 2015: $16,206Liabilities 2015: $0Net Assets 2015: $16,2062015

Highlighted filing

2015

Assets$16,206
Liabilities$0
Net Assets$16,206

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $40,2492010Expenses 2011: $150,5012011Expenses 2012: $433,7642012Revenue 2013: $8,898Expenses 2013: $13,635Net Income 2013: -$4,7372013Revenue 2014: $19,768Expenses 2014: $14,555Net Income 2014: $5,2132014Revenue 2015: $3,642Expenses 2015: $6,500Net Income 2015: -$2,8582015

Highlighted filing

2015

Revenue$3,642
Expenses$6,500
Net Income-$2,858

Filings

Latest Detailed Filing

The latest 2015 filing currently has an XML import problem. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Oct 15, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE C SLOTNICKTrustee-$0--
LARRY S ROSENTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6040604
Phone
6173327864

Signing Officer

Name
Louise C Slotnick
Title
Trustee
Phone
6173327864
Signed
2014-10-15

Preparer

Preparer
Larry S Rosen CPA
Phone
5089262400
Raw XML Appendix354 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
AccountingFeesSchedule/AccountingFeesDetail/Amt05000
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02500
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CENTURY BANCORP INC MA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2CENTURY BANCORP INC MA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt017
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt171
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2142
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt01059
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt15036
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt210114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113552
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine25FRIENDS OF DANA FARBER CANCER INST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine26NEWTON POLICE MEMORIAL ASSN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine27DANA FARBER CANCER INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine28WALSH & KENNEDY MEMORIAL FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine29HOME FOR LITTLE WANDERERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10330 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12385 WARD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13225 N MICHIGAN AVE FL 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14385 WARD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine161321 WASHINGTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine17450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine18C/O BFCU 60 HALLET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine19271 HUNTINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20330 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine21450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine22385 WARD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine23225 N MICHIGAN AVE FL 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine24385 WARD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine25450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine261321 WASHINGTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine27450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine28C/O BFCU 60 HALLET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine29271 HUNTINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8DORCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City9BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State9MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode202459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode3606017633
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode402459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode502215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode602465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode702215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode802124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode902115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09520
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012020
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0407024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01588
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01976
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0419335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0407024
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012311
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012020
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0419335
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0421311
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount028
OtherDecreasesSchedule/OtherDecreasesDetail/Description0FORM 990PF INVESTMENT TAX PD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE C SLOTNICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06173327864
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10CLINE CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CLIN
ReturnHeader/Filer/EIN0046040604
ReturnHeader/Filer/PhoneNum06173327864
ReturnHeader/Filer/USAddress/AddressLine1047 OAKVALE ROAD
ReturnHeader/Filer/USAddress/City0WABAN
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002468
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261593950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROSEN & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101400 COMPUTER DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001581
ReturnHeader/PreparerPersonGrp/PhoneNum05089262400
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY S ROSEN CPA
ReturnHeader/ReturnTs02014-11-24T13:35:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

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