Civic Intelligence

The David and Natalie Lederman Foundation

990PF • Fiscal year 2023 • EIN 04-6605802

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
8 Ida RoadMarblehead, MA 01945

(617) 308-3885

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

53rd percentile

4.9%

Higher net margin than 53% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

49th percentile

1.4%

Faster asset growth than 49% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

131%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$767,727

Up $10,958 (+1.4%) from 2022

Net Assets

Up

$767,727

Up $10,958 (+1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin53rd percentile

Revenue

Up

$29,066

Up $16,462 (+131%) from 2022

Expenses

Down

$27,652

Down $4,739 (-15%) from 2022

Net Income

Up

$1,414

Up $21,201 (+107%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,192,843Liabilities 2011: $02011Assets 2012: $1,047,076Liabilities 2012: $02012Assets 2013: $1,016,651Liabilities 2013: $02013Assets 2014: $964,169Liabilities 2014: $02014Assets 2015: $922,279Liabilities 2015: $02015Assets 2017: $864,374Liabilities 2017: $0Net Assets 2017: $864,3742017Assets 2018: $822,753Liabilities 2018: $0Net Assets 2018: $822,7532018Assets 2019: $834,880Liabilities 2019: $0Net Assets 2019: $834,8802019Assets 2020: $806,012Liabilities 2020: $0Net Assets 2020: $806,0122020Assets 2021: $776,556Liabilities 2021: $0Net Assets 2021: $776,5562021Assets 2022: $756,769Liabilities 2022: $0Net Assets 2022: $756,7692022Assets 2023: $767,727Liabilities 2023: $0Net Assets 2023: $767,7272023Assets 2024: $766,748Liabilities 2024: $0Net Assets 2024: $766,7482024

Highlighted filing

2023

Assets$767,727
Liabilities$0
Net Assets$767,727
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $27,653Expenses 2011: $308,418Net Income 2011: -$280,7652011Revenue 2012: $581Expenses 2012: $146,348Net Income 2012: -$145,7672012Revenue 2013: $7,579Expenses 2013: $31,828Net Income 2013: -$24,2492013Revenue 2014: $101Expenses 2014: $52,583Net Income 2014: -$52,4822014Revenue 2015: $95Expenses 2015: $41,985Net Income 2015: -$41,8902015Revenue 2017: $8,520Expenses 2017: $30,760Net Income 2017: -$22,2402017Revenue 2018: $16,424Expenses 2018: $58,046Net Income 2018: -$41,6222018Revenue 2019: $24,007Expenses 2019: $11,880Net Income 2019: $12,1272019Revenue 2020: $4,318Expenses 2020: $33,186Net Income 2020: -$28,8682020Revenue 2021: $103Expenses 2021: $29,559Net Income 2021: -$29,4562021Revenue 2022: $12,604Expenses 2022: $32,391Net Income 2022: -$19,7872022Revenue 2023: $29,066Expenses 2023: $27,652Net Income 2023: $1,4142023Revenue 2024: $40,803Expenses 2024: $41,018Net Income 2024: -$2152024

Highlighted filing

2023

Revenue$29,066
Expenses$27,652
Net Income$1,414
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LEDERMANTrustee-$0--
JONATHAN S LEDERMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL SUPPORTPCITHACA, NY, US$10,000
Paid Grant-GENERAL SUPPORTPCSWAMPSCOTT, MA, US$5,580
Paid Grant-GENERAL SUPPORTPCBSOTON, MA, US$5,000
Paid Grant-GENERAL SUPPORTPCMARBLEHEAD, MA, US$3,160
Paid Grant-GENERAL SUPPORTPCPROVIDENCE, RI, US$1,800
Paid Grant-GENERAL SUPPORTPCPRINCETON, NJ, US$540
Paid Grant-GENERAL SUPPORTPCNEEDHAM, MA, US$50
Filing and Contact Details

Filer

Filer Name
The David and Natalie Lederman
EIN
04-6605802
Phone
6173083885
Address
8 IDA ROAD, MARBLEHEAD, MA 01945

Signing Officer

Name
Jonathan S Lederman
Title
Trustee
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Farrar Gates & Green LLC
Address
153 ANDOVER ST SUITE 108 A, DANVERS, MA 01923
Preparer
Stephen Farrar Mst CPA Pfs
Phone
9786055030
Raw XML Appendix280 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd608540
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026130
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015840
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011028
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04812
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026130
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04812
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015840
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2USPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1157
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2460
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2460
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0870
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0870
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN S LEDERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID AND NATALIE LEDERMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEDE
ReturnHeader/Filer/EIN0046605802
ReturnHeader/Filer/PhoneNum06173083885
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ReturnHeader/Filer/USAddress/CityNm0MARBLEHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001945
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263777593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARRAR GATES & GREEN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0153 ANDOVER ST SUITE 108 A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001923
ReturnHeader/PreparerPersonGrp/PhoneNum09786055030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN FARRAR MST CPA PFS
ReturnHeader/ReturnTs02024-05-08T10:51:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEDERMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$767,727
Liabilities
$0
Net assets
$767,727
Revenue
$29,066
Expenses
$27,652
Net income
$1,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$0.04$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.01$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$0.92$0.00$0.00$0.04$0.04
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$0.00$0.05$0.05
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.01$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.00$0.15$0.15
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$0.03$0.31$0.28