Civic Intelligence

Cline Charitable Fund Sadye F Cline Et Al

990PF • Fiscal year 2011 • EIN 04-6040604

Aug 01, 2010 to Jul 31, 2011 • Filed on May 15, 2012

47 Oakvale Road02468
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$273,974

Down $120,554 (-31%) from 2010

Net Assets

Down

$273,974

Down $120,554 (-31%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$150,501

Up $110,252 (+274%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$273,974
Liabilities$0
Net Assets$273,974

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$150,501
Net Income-
Jump To
Filing Snapshot
Filing Period
Aug 1, 2010 to Jul 31, 2011
Signed
May 15, 2012
Return Version
2010v3.6
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE C SLOTNICKTrustee-$0--
DORIS ROSOFFTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEWTON--WELLESLEY HOSPCHARITABLEEXEMPTNEWTON, MA, US$100,000
Paid GrantCHILDREN'S HOSPITALCHARITABLEEXEMPTBOSTON, MA, US$15,000
Paid GrantNW CHARITABLE FOUNDATIONCHARITABLEEXEMPTNEWTON, MA, US$10,000
Paid GrantHOME FOR LITTLE WANDERERSCHARITABLEEXEMPTBOSTON, MA, US$5,000
Paid GrantPHILLIS BROOKS HOUSECHARITABLEEXEMPTCAMBRIDGE, MA, US$5,000
Paid GrantTEMPLE EMANUELCHARITABLEEXEMPTNEWTON, MA, US$2,600
Paid GrantBRIGHAM AND WOMEN'SCHARITABLEEXEMPTBOSTON, MA, US$2,000
Paid GrantJFNCS JEWISH FAMILY SVCSCHARITABLEEXEMPTWALTHAM, MA, US$1,050
Paid GrantJIMMY FUNDCHARITABLEEXEMPTBROOKLINE, MA, US$1,000
Paid GrantHEBREW SENIOR LIFECHARITABLEEXEMPTROSLINDALE, MA, US$1,000
Paid GrantCARROLL CENTERCHARITABLEEXEMPTWALTHAM, MA, US$500
Paid GrantFAULKNER HOSPITALCHARITABLEEXEMPTBOSTON, MA, US$350
Paid GrantROFEH INTERNATIONALCHARITABLEEXEMPTBROOKLINE, MA, US$250
Paid GrantMFACHARITABLEEXEMPTBOSTON, MA, US$250
Paid GrantH & F L MILLER FDNCHARITABLEEXEMPTBOSTON, MA, US$150
Paid GrantNEWTON POLICE MEMORIALCHARITABLEEXEMPTBOSTON, MA, US$100
Paid GrantNEWTON ATHLETIC ASSOCCHARITABLEEXEMPTNEWTON, MA, US$100
Paid GrantADAM STREET SHELTERCHARITABLEEXEMPTNEWTON, MA, US$100
Paid GrantNEWTON SENIOR CENTERCHARITABLEEXEMPTNEWTONVILLE, MA, US$100
Paid GrantLEN ZAKIM FUNDCHARITABLEEXEMPTBOSTON, MA, US$100
Paid GrantHOSPICE OF THE GOOD SHEPHCHARITABLEEXEMPTNEWTON, MA, US$100
Paid GrantJCAM CHARITABLE FDNCHARITABLEEXEMPTNEWTON CENTRE, MA, US$100
Paid GrantPANCREATIC CANCER FNDCHARITABLEEXEMPTBOSTON, MA, US$100
Filing and Contact Details

Filer

EIN
04-6040604
Raw XML AppendixShowing 400 of 596 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/AccountingFees/Amount05000
AccountingFeesSchedule/AccountingFees/Category0ROSEN & ASSOC
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome05000
CompensationExplanation/Compensation/PersonName0LOUISE C SLOTNICK
CompensationExplanation/Compensation/PersonName1DORIS ROSOFF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis04618
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis110075
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis25710
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis32511
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis4841
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis51761
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis65405
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis7366
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02001-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12002-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired21999-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32003-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42002-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52002-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62004-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired72002-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02010-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12010-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62011-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold72011-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice07052
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice16995
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice210100
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice32525
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice41289
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice52701
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice68288
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0THE SOUTHERN COMPANY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1FRANKLIN HIGH INCOME FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2MICROSOFT CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3MICROSOFT CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4TRAVELERS COS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5TRAVELERS COS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6TRAVELERS COS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name7FAIRPOINT COMMUNICATIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet02434
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-3080
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet24390
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet314
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4448
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet5940
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet62883
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet7-366
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue029494
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11424
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue212025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue34000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue47386
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue511382
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue617183
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue79023
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue86121
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue95772
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1015136
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1118321
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV032186
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV112318
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV242944
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3227052
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV49887
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV55373
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV677260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV77077
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV870568
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV95119
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV108220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1163099
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AT&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1BELLSOUTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2BOSTON PROPERTIES INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3CENTURY BANCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CHARELS RIVER LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FAIRPOINT COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13SIMON PROPERTY GROUP REIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14ST PAUL TRAVELERS COS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17ZEBRA TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0103771
InvestmentsOtherSchedule2/InvestmentsOther/BookValue123127
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MORGAN STANLEY6.6% TR PFD CAP VI
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1FRANKLIN AGAE HIGH INCOME FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2TEMPLETON GLOBAL BOND FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3NUVEEN MULTI CURRENCY S/T GOV INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4SALOMON BR HIGH INCOME II
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV073542
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV126340
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount022031
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome07663
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0253
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount022284
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome07663
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA029947
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm05000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0144950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0144950
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss022031
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-120554
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice038950
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0253
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0253
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss07663
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IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/BalanceSheets/CashBOY0310
IRS990PF/BalanceSheets/CashEOY09809
IRS990PF/BalanceSheets/CashEOYFMV09809
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0172723
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0137267
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0561103
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IRS990PF/ExemptPF0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DORIS ROSOFF
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40990307
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0144777
IRS990PF/QualifyingDistributions/ExpensesAndContributions0144950
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0173
IRS990PF/QualifyingDistributions/QualifyingDistributions0144950
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LOUISE C SLOTNICK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06173327864
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1047 OAKVALE ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WABAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002468
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
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