Civic Intelligence

Fiduciary Charitable Foundation

990 • Fiscal year 2016 • EIN 04-6649138

Jan 01, 2016 to Dec 31, 2016

Organization ProfileWWW.FTCHARITABLE.ORG
Boston, MA
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

49th percentile

1.8%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

70th percentile

8.8%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$606,310

Up $49,046 (+8.8%) from 2015

Net Assets

Up

$606,310

Up $49,046 (+8.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin49th percentile

Revenue

Down

$2,733,778

Down $2,699,460 (-50%) from 2015

Expenses

Down

$2,684,732

Down $2,533,739 (-49%) from 2015

Net Income

Down

$49,046

Down $165,721 (-77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$150M$100M$50M$0Assets 2010: $191,288Liabilities 2010: $0Net Assets 2010: $191,2882010Assets 2011: $163,797Liabilities 2011: $0Net Assets 2011: $163,7972011Assets 2012: $407,817Liabilities 2012: $0Net Assets 2012: $407,8172012Assets 2013: $384,706Liabilities 2013: $0Net Assets 2013: $384,7062013Assets 2014: $342,497Liabilities 2014: $0Net Assets 2014: $342,4972014Assets 2015: $557,264Liabilities 2015: $0Net Assets 2015: $557,2642015Assets 2016: $606,310Liabilities 2016: $0Net Assets 2016: $606,3102016Assets 2017: $4,395,571Liabilities 2017: $0Net Assets 2017: $4,395,5712017Assets 2018: $4,591,330Liabilities 2018: $0Net Assets 2018: $4,591,3302018Assets 2019: $6,393,086Liabilities 2019: $0Net Assets 2019: $6,393,0862019Assets 2020: $21,159,232Liabilities 2020: $0Net Assets 2020: $21,159,2322020Assets 2021: $117,480,981Liabilities 2021: $0Net Assets 2021: $117,480,9812021Assets 2022: $115,277,256Liabilities 2022: $0Net Assets 2022: $115,277,2562022Assets 2023: $108,834,291Liabilities 2023: $0Net Assets 2023: $108,834,2912023Assets 2024: $112,185,493Liabilities 2024: $0Net Assets 2024: $112,185,4932024

Highlighted filing

2016

Assets$606,310
Liabilities$0
Net Assets$606,310
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$150M$100M$50M$0-$50MRevenue 2010: $3,218,582Expenses 2010: $3,133,562Net Income 2010: $85,0202010Revenue 2011: $3,014,269Expenses 2011: $3,041,761Net Income 2011: -$27,4922011Revenue 2012: $6,980,769Expenses 2012: $6,736,750Net Income 2012: $244,0192012Revenue 2013: $4,284,237Expenses 2013: $4,307,347Net Income 2013: -$23,1102013Revenue 2014: $6,263,736Expenses 2014: $6,305,945Net Income 2014: -$42,2092014Revenue 2015: $5,433,238Expenses 2015: $5,218,471Net Income 2015: $214,7672015Revenue 2016: $2,733,778Expenses 2016: $2,684,732Net Income 2016: $49,0462016Revenue 2017: $7,826,799Expenses 2017: $4,037,538Net Income 2017: $3,789,2612017Revenue 2018: $6,095,792Expenses 2018: $5,899,956Net Income 2018: $195,8362018Revenue 2019: $7,150,742Expenses 2019: $5,347,984Net Income 2019: $1,802,7582019Revenue 2020: $19,649,743Expenses 2020: $5,321,554Net Income 2020: $14,328,1892020Revenue 2021: $103,573,534Expenses 2021: $7,270,604Net Income 2021: $96,302,9302021Revenue 2022: $36,442,800Expenses 2022: $29,327,141Net Income 2022: $7,115,6592022Revenue 2023: $52,413,412Expenses 2023: $51,506,572Net Income 2023: $906,8402023Revenue 2024: $61,054,716Expenses 2024: $57,820,814Net Income 2024: $3,233,9022024

Highlighted filing

2016

Revenue$2,733,778
Expenses$2,684,732
Net Income$49,046
Open 2016 Filing
Filing Detail Status

This 2016 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Mission and Program Overview

Mission

Charitable trust organized to facilitate charitable giving by 1) accepting marketable securities, liquidating the asset and dispensing the proceeds to various designated charities, and 2) sponsoring and administering donor advised funds.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$606,310
Liabilities
$0
Net assets
$606,310
Revenue
$2,733,778
Expenses
$2,684,732
Net income
$49,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$112$0.00$112$61.1$57.8$3.23
2023Summary only. Only limited summary data is available for this year.$109$0.00$109$52.4$51.5$0.91
2022Summary only. Only limited summary data is available for this year.$115$0.00$115$36.4$29.3$7.12
2021Summary only. Only limited summary data is available for this year.$117$0.00$117$104$7.27$96.3
2020Summary only. Only limited summary data is available for this year.$21.2$0.00$21.2$19.6$5.32$14.3
2019Summary only. Only limited summary data is available for this year.$6.39$0.00$6.39$7.15$5.35$1.80
2018Summary only. Only limited summary data is available for this year.$4.59$0.00$4.59$6.10$5.90$0.20
2017Summary only. Only limited summary data is available for this year.$4.40$0.00$4.40$7.83$4.04$3.79
2016Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$2.73$2.68$0.05
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$5.43$5.22$0.21
2014Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$6.26$6.31$0.04
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$4.28$4.31$0.02
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$6.98$6.74$0.24
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$3.01$3.04$0.03
2010Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$3.22$3.13$0.09