Civic Intelligence

The Lachaise Foundation

990PF • Fiscal year 2012 • EIN 04-6113196

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 13, 2013

Lwc 230 Congress St 12fl02110
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$30,000

Higher top officer pay than 92% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

22nd percentile

-4.5%

Faster asset growth than 22% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,059,869

Down $144,110 (-4.5%) from 2011

Net Assets

Down

$3,059,869

Down $144,110 (-4.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$270,204

Up $29,547 (+12%) from 2011

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.

$6.0M$4.0M$2.0M$0Assets 2010: $3,288,093Liabilities 2010: $0Net Assets 2010: $3,288,0932010Assets 2011: $3,203,979Liabilities 2011: $0Net Assets 2011: $3,203,9792011Assets 2012: $3,059,869Liabilities 2012: $0Net Assets 2012: $3,059,8692012Assets 2013: $3,044,287Liabilities 2013: $0Net Assets 2013: $3,044,2872013Assets 2014: $3,105,417Liabilities 2014: $0Net Assets 2014: $3,105,4172014Assets 2015: $3,049,897Liabilities 2015: $0Net Assets 2015: $3,049,8972015Assets 2016: $2,976,928Liabilities 2016: $0Net Assets 2016: $2,976,9282016Assets 2017: $3,000,869Liabilities 2017: $0Net Assets 2017: $3,000,8692017Assets 2018: $2,990,299Liabilities 2018: $0Net Assets 2018: $2,990,2992018Assets 2019: $4,065,038Liabilities 2019: $0Net Assets 2019: $4,065,0382019Assets 2020: $3,965,536Liabilities 2020: $0Net Assets 2020: $3,965,5362020Assets 2021: $3,943,991Liabilities 2021: $0Net Assets 2021: $3,943,9912021Assets 2022: $3,640,053Liabilities 2022: $0Net Assets 2022: $3,640,0532022Assets 2023: $3,531,833Liabilities 2023: $0Net Assets 2023: $3,531,8332023Assets 2024: $3,386,606Liabilities 2024: $0Net Assets 2024: $3,386,6062024

Highlighted filing

2012

Assets$3,059,869
Liabilities$0
Net Assets$3,059,869

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $421,6442010Expenses 2011: $240,6572011Expenses 2012: $270,2042012Revenue 2013: $179,259Expenses 2013: $194,841Net Income 2013: -$15,5822013Revenue 2014: $260,395Expenses 2014: $199,265Net Income 2014: $61,1302014Revenue 2015: $195,292Expenses 2015: $250,812Net Income 2015: -$55,5202015Revenue 2016: $123,224Expenses 2016: $196,193Net Income 2016: -$72,9692016Revenue 2017: $207,991Expenses 2017: $184,050Net Income 2017: $23,9412017Revenue 2018: $177,873Expenses 2018: $188,443Net Income 2018: -$10,5702018Revenue 2019: $1,337,699Expenses 2019: $262,960Net Income 2019: $1,074,7392019Revenue 2020: $118,638Expenses 2020: $218,140Net Income 2020: -$99,5022020Revenue 2021: $202,990Expenses 2021: $224,535Net Income 2021: -$21,5452021Revenue 2022: -$25,484Expenses 2022: $278,454Net Income 2022: -$303,9382022Revenue 2023: $126,056Expenses 2023: $234,276Net Income 2023: -$108,2202023Revenue 2024: $74,247Expenses 2024: $219,474Net Income 2024: -$145,2272024

Highlighted filing

2012

Revenue-
Expenses$270,204
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE P CHARLESDirector & TrusteePT$30,000-$30,000
PAULA R HORNBOSTELCurator & TrusteePT$30,000-$30,000
C F DAVID BOITTrustee-$3,975-$3,975
FREDERICK D BALLOUTrustee-$3,974-$3,974
RONALD D SPENCERTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6113196
Raw XML AppendixShowing 400 of 544 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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AccountingFeesSchedule/AccountingFees/Category0LWC ACCOUNTING FEES
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GeneralExplanationAttachment/GeneralExplanation/Explanation0990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE PROFESSIONAL TRUSTEE/S MANAGING(FREDERICK D BALLOU & C F DAVID BOIT)THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE TRUSTEE/S ARE PROFESSIONAL FIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATION RELATIONSHIPS AND WHO EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED TRUSTEE/S AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR.THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORYCOMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1C F DAVID BOIT
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber011
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LORING WOLCOTT COOLIDGE TRUST LLC
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10230 CONGRESS STREET
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002110
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IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
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IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
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IRS990PF/StatementsRegardingActivities/TerminationEtc00
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10230 CONGRESS STREET
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode002110
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0QUALIFIED CHARITABLE ORGANIZATIONS WITH THE INTENT TO PROCURE THE WIDEST POSSIBLE RECOGNITION AND PERPETUATION OF THE WORK OF GASTON LACHAISE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0CONSULT ABOVE
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IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted067716
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10142250
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20190502
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30177203
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40150529
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50268995
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.07$0.22$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.13$0.23$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.03$0.28$0.30
2021Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.20$0.22$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.12$0.22$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$1.34$0.26$1.07
2018Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.18$0.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.21$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.12$0.20$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.20$0.25$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.26$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.18$0.19$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.24
2010Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.42
Peer Organizations

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