Civic Intelligence

Dr David L Kasdon Fund

990PF • Fiscal year 2019 • EIN 04-6570752

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 26, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-295%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.5%

Faster asset growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$31,122

Down $1,807 (-5.5%) from 2018

Net Assets

Down

$31,122

Down $1,807 (-5.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$613

Up $100 (+19%) from 2018

Expenses

Up

$2,420

Up $585 (+32%) from 2018

Net Income

Down

-$1,807

Down $485 (-37%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2019

Assets$31,122
Liabilities$0
Net Assets$31,122
Open 2019 Filing

Operations Trend

Revenue Growth73rd 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

2019

Revenue$613
Expenses$2,420
Net Income-$1,807
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 26, 2020
Return Version
2019v5.1
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
2020-06-26
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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0358
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01142
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01574
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01216
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01142
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LYNCH FINK & LABELLE LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0878
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0439
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/CategoryTxt02018 FORM 990-PF TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt12019 FORM 990-PF ESTIMATED TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER W FINK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179510800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-26
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/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/PreparationDt02020-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER W FINK
ReturnHeader/ReturnTs02020-06-26T15:18:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,122
Liabilities
$0
Net assets
$31,122
Revenue
$613
Expenses
$2,420
Net income
-$1,807
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
2019Detailed filing. Detailed filing data is available for this year.$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