Civic Intelligence

Dr David L Kasdon Fund

990PF • Fiscal year 2017 • EIN 04-6570752

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
6 Beacon Street No 415Boston, MA 02108

(617) 951-0800

Siviq Scores

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

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

12.31x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-1573%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

457%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$36,751

Down $741 (-2.0%) from 2016

Net Assets

Down

$34,216

Down $3,241 (-8.7%) from 2016

Liabilities

Up

$2,535

Up $2,500 (+7143%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Up

$206

Up $169 (+457%) from 2016

Expenses

Down

$3,446

Down $16 (-0.5%) from 2016

Net Income

Up

-$3,240

Up $185 (+5.4%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$60K$40K$20K$0Assets 2011: $54,503Liabilities 2011: $02011Assets 2012: $51,177Liabilities 2012: $02012Assets 2013: $49,097Liabilities 2013: $1,5002013Assets 2014: $44,267Liabilities 2014: $02014Assets 2015: $40,881Liabilities 2015: $02015Assets 2016: $37,492Liabilities 2016: $35Net Assets 2016: $37,4572016Assets 2017: $36,751Liabilities 2017: $2,535Net Assets 2017: $34,2162017Assets 2018: $32,929Liabilities 2018: $0Net Assets 2018: $32,9292018Assets 2019: $31,122Liabilities 2019: $0Net Assets 2019: $31,1222019Assets 2020: $29,207Liabilities 2020: $0Net Assets 2020: $29,2072020Assets 2021: $26,308Liabilities 2021: $0Net Assets 2021: $26,3082021Assets 2022: $24,551Liabilities 2022: $0Net Assets 2022: $24,5512022Assets 2023: $23,561Liabilities 2023: $0Net Assets 2023: $23,5612023Assets 2024: $22,869Liabilities 2024: $0Net Assets 2024: $22,8692024

Highlighted filing

2017

Assets$36,751
Liabilities$2,535
Net Assets$34,216
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $8Expenses 2011: $3,835Net Income 2011: -$3,8272011Revenue 2012: $9Expenses 2012: $3,335Net Income 2012: -$3,3262012Revenue 2013: $5Expenses 2013: $3,585Net Income 2013: -$3,5802013Revenue 2014: $5Expenses 2014: $3,335Net Income 2014: -$3,3302014Revenue 2015: $4Expenses 2015: $3,390Net Income 2015: -$3,3862015Revenue 2016: $37Expenses 2016: $3,462Net Income 2016: -$3,4252016Revenue 2017: $206Expenses 2017: $3,446Net Income 2017: -$3,2402017Revenue 2018: $513Expenses 2018: $1,835Net Income 2018: -$1,3222018Revenue 2019: $613Expenses 2019: $2,420Net Income 2019: -$1,8072019Revenue 2020: $85Expenses 2020: $2,000Net Income 2020: -$1,9152020Revenue 2021: $3Expenses 2021: $2,903Net Income 2021: -$2,9002021Revenue 2022: $340Expenses 2022: $2,097Net Income 2022: -$1,7572022Revenue 2023: $1,151Expenses 2023: $2,141Net Income 2023: -$9902023Revenue 2024: $1,143Expenses 2024: $1,835Net Income 2024: -$6922024

Highlighted filing

2017

Revenue$206
Expenses$3,446
Net Income-$3,240
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENIFER N KASDONTrustee-$0--
PETER W FINKTrustee-$0--
NICHOLAS S KASDONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dr David L Kasdon Fund
EIN
04-6570752
Phone
6179510800
Address
6 BEACON STREET NO 415, BOSTON, MA 02108

Signing Officer

Name
Peter W Fink
Title
Trustee
Phone
6179510800
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Fink & Labelle Llp
Address
6 BEACON STREET SUITE 415, BOSTON, MA 02108
Preparer
Peter W Fink
Phone
6179510800
Raw XML Appendix285 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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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01100
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0428
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01100
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LYNCH, BREWER, HOFFMAN & FINK
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0946
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0473
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt035
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNCLEARED CHECKS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02535
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER W FINK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179510800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR DAVID L KASDON FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LYNCH FINK & LABELLE LLP
ReturnHeader/Filer/BusinessNameControlTxt0DRDA
ReturnHeader/Filer/EIN0046570752
ReturnHeader/Filer/PhoneNum06179510800
ReturnHeader/Filer/USAddress/AddressLine1Txt06 BEACON STREET NO 415
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AECFB86304FD28A7C580A35886D08F772C8B2369
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AECFB86304FD28A7C580A35886D08F772C8B2369
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0144.121.26.194
ReturnHeader/FilingSecurityInformation/IPDt02018-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:47:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821747014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCH FINK & LABELLE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 BEACON STREET SUITE 415
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002108
ReturnHeader/PreparerPersonGrp/PhoneNum06179510800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER W FINK
ReturnHeader/ReturnTs02018-05-04T13:21:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,751
Liabilities
$2,535
Net assets
$34,216
Revenue
$206
Expenses
$3,446
Net income
-$3,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$1.14$1.84$0.69
2023Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$1.15$2.14$0.99
2022Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$0.34$2.10$1.76
2021Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$0.00$2.90$2.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$0.00$29.2$0.09$2.00$1.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$0.61$2.42$1.81
2018Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$0.51$1.84$1.32
2017Detailed filing. Detailed filing data is available for this year.$36.8$2.54$34.2$0.21$3.45$3.24
2016Detailed filing. Detailed filing data is available for this year.$37.5$0.04$37.5$0.04$3.46$3.43
2015Summary only. Only limited summary data is available for this year.$40.9$0.00$0.00$3.39$3.39
2014Summary only. Only limited summary data is available for this year.$44.3$0.00$0.01$3.34$3.33
2013Summary only. Only limited summary data is available for this year.$49.1$1.50$0.01$3.59$3.58
2012Summary only. Only limited summary data is available for this year.$51.2$0.00$0.01$3.34$3.33
2011Summary only. Only limited summary data is available for this year.$54.5$0.00$0.01$3.84$3.83