Civic Intelligence

Leon S Newton Foundation

990PF • Fiscal year 2023 • EIN 04-6050966

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 03, 2024

PO Box 1234Oak Bluffs, MA 02557

(508) 735-4483

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

47th percentile

-0.9%

Faster asset growth than 47% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

80%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$18,527

Down $162 (-0.9%) from 2022

Net Assets

Down

$18,527

Down $162 (-0.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$1,608

Up $714 (+80%) from 2022

Expenses

Down

$1,770

Down $2,169 (-55%) from 2022

Net Income

Up

-$162

Up $2,883 (+95%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $57,845Liabilities 2011: $0Net Assets 2011: $57,8452011Assets 2012: $49,339Liabilities 2012: $12012Assets 2013: $44,192Liabilities 2013: $0Net Assets 2013: $44,1922013Assets 2014: $39,647Liabilities 2014: $0Net Assets 2014: $39,6472014Assets 2015: $41,856Liabilities 2015: $0Net Assets 2015: $41,8562015Assets 2016: $35,238Liabilities 2016: $0Net Assets 2016: $35,2382016Assets 2017: $31,475Liabilities 2017: $0Net Assets 2017: $31,4752017Assets 2018: $28,060Liabilities 2018: $1,300Net Assets 2018: $26,7602018Assets 2019: $26,763Liabilities 2019: $0Net Assets 2019: $26,7632019Assets 2020: $24,465Liabilities 2020: $0Net Assets 2020: $24,4652020Assets 2021: $21,734Liabilities 2021: $0Net Assets 2021: $21,7342021Assets 2022: $18,689Liabilities 2022: $0Net Assets 2022: $18,6892022Assets 2023: $18,527Liabilities 2023: $0Net Assets 2023: $18,5272023Assets 2024: $17,281Liabilities 2024: $0Net Assets 2024: $17,2812024

Highlighted filing

2023

Assets$18,527
Liabilities$0
Net Assets$18,527

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KExpenses 2011: $7,2982011Revenue 2012: $1,320Expenses 2012: $9,826Net Income 2012: -$8,5062012Revenue 2013: $1,192Expenses 2013: $6,339Net Income 2013: -$5,1472013Revenue 2014: $1,859Expenses 2014: $6,404Net Income 2014: -$4,5452014Revenue 2015: $5,472Expenses 2015: $3,263Net Income 2015: $2,2092015Revenue 2016: $1,211Expenses 2016: $7,829Net Income 2016: -$6,6182016Revenue 2017: $3,154Expenses 2017: $6,917Net Income 2017: -$3,7632017Revenue 2018: $2,616Expenses 2018: $7,331Net Income 2018: -$4,7152018Revenue 2019: $6,204Expenses 2019: $6,201Net Income 2019: $32019Revenue 2020: $3,041Expenses 2020: $5,339Net Income 2020: -$2,2982020Revenue 2021: $833Expenses 2021: $3,564Net Income 2021: -$2,7312021Revenue 2022: $894Expenses 2022: $3,939Net Income 2022: -$3,0452022Revenue 2023: $1,608Expenses 2023: $1,770Net Income 2023: -$1622023Revenue 2024: $4,592Expenses 2024: $5,838Net Income 2024: -$1,2462024

Highlighted filing

2023

Revenue$1,608
Expenses$1,770
Net Income-$162
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 3, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET F WEINBERGTrustee-$0--
ALEX F NEWTONTrusteePT$0--
ALICE CONSTANCE NEWTONHead Of Distribution Commi-$0--
ELAINE J NEWTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leon S Newton Foundation
EIN
04-6050966
Phone
5087354483
Address
PO BOX 1234, OAK BLUFFS, MA 02557

Signing Officer

Name
Alex F Newton
Title
Trustee
Phone
5087354483
Signed
2024-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Cerrone Graham & Shepherd Pc
Address
370 MAIN ST SUITE 750, WORCESTER, MA 01608
Preparer
Marie M Shepherd CPA
Phone
5087548512
Raw XML Appendix295 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02023-03
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02122
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013
IRS990PF/DistributableAmountGrp/TotalTaxAmt013
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0671
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043094
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0762
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt042332
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0646
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANET F WEINBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEX F NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALICE CONSTANCE NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELAINE J NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2HEAD OF DISTRIBUTION COMMI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 1234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 1234
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02035
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02109
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01587
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02173
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05167
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07276
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNTING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01585
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0MA FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEX F NEWTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087354483
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEON S NEWTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0046050966
ReturnHeader/Filer/PhoneNum05087354483
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1234
ReturnHeader/Filer/USAddress/CityNm0OAK BLUFFS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002557
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464046371
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CERRONE GRAHAM & SHEPHERD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0370 MAIN ST SUITE 750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087548512
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIE M SHEPHERD CPA
ReturnHeader/ReturnTs02024-10-15T08:33:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$4.59$5.84$1.25
2023Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.61$1.77$0.16
2022Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$0.89$3.94$3.05
2021Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.83$3.56$2.73
2020Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$3.04$5.34$2.30
2019Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$6.20$6.20$0.00
2018Detailed filing. Detailed filing data is available for this year.$28.1$1.30$26.8$2.62$7.33$4.72
2017Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$3.15$6.92$3.76
2016Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$1.21$7.83$6.62
2015Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$5.47$3.26$2.21
2014Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$1.86$6.40$4.55
2013Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$1.19$6.34$5.15
2012Summary only. Only limited summary data is available for this year.$49.3$0.00$1.32$9.83$8.51
2011Detailed filing. Detailed filing data is available for this year.$57.8$0.00$57.8$7.30