Civic Intelligence

Kahn Charitable Foundation C/O Samet & Company PC

990PF • Fiscal year 2014 • EIN 04-6718867

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

1330 Boylston StreetChestnut Hill, MA 02467

(617) 731-1222

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

40th percentile

0.8%

Faster asset growth than 40% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

52%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$12,297,195

Up $101,820 (+0.8%) from 2013

Net Assets

Up

$12,297,195

Up $101,820 (+0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$850,568

Up $292,806 (+52%) from 2013

Expenses

Up

$748,748

Up $18,813 (+2.6%) from 2013

Net Income

Up

$101,820

Up $273,993 (+159%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $12,147,907Liabilities 2011: $0Net Assets 2011: $12,147,9072011Assets 2012: $12,367,548Liabilities 2012: $0Net Assets 2012: $12,367,5482012Assets 2013: $12,195,375Liabilities 2013: $0Net Assets 2013: $12,195,3752013Assets 2014: $12,297,195Liabilities 2014: $0Net Assets 2014: $12,297,1952014Assets 2015: $12,355,642Liabilities 2015: $0Net Assets 2015: $12,355,6422015Assets 2016: $12,104,705Liabilities 2016: $0Net Assets 2016: $12,104,7052016Assets 2017: $12,060,242Liabilities 2017: $0Net Assets 2017: $12,060,2422017Assets 2018: $12,394,998Liabilities 2018: $0Net Assets 2018: $12,394,9982018Assets 2019: $12,701,580Liabilities 2019: $0Net Assets 2019: $12,701,5802019Assets 2020: $12,369,362Liabilities 2020: $0Net Assets 2020: $12,369,3622020Assets 2021: $12,632,729Liabilities 2021: $0Net Assets 2021: $12,632,7292021Assets 2022: $12,975,599Liabilities 2022: $0Net Assets 2022: $12,975,5992022Assets 2023: $12,289,986Liabilities 2023: $0Net Assets 2023: $12,289,9862023Assets 2024: $11,902,706Liabilities 2024: $0Net Assets 2024: $11,902,7062024

Highlighted filing

2014

Assets$12,297,195
Liabilities$0
Net Assets$12,297,195

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $718,5742011Expenses 2012: $681,7182012Revenue 2013: $557,762Expenses 2013: $729,935Net Income 2013: -$172,1732013Revenue 2014: $850,568Expenses 2014: $748,748Net Income 2014: $101,8202014Revenue 2015: $860,447Expenses 2015: $802,000Net Income 2015: $58,4472015Revenue 2016: $594,517Expenses 2016: $845,454Net Income 2016: -$250,9372016Revenue 2017: $744,804Expenses 2017: $789,267Net Income 2017: -$44,4632017Revenue 2018: $1,126,962Expenses 2018: $792,206Net Income 2018: $334,7562018Revenue 2019: $1,148,115Expenses 2019: $841,533Net Income 2019: $306,5822019Revenue 2020: $504,209Expenses 2020: $836,427Net Income 2020: -$332,2182020Revenue 2021: $1,080,313Expenses 2021: $816,946Net Income 2021: $263,3672021Revenue 2022: $1,242,389Expenses 2022: $899,519Net Income 2022: $342,8702022Revenue 2023: $255,019Expenses 2023: $940,632Net Income 2023: -$685,6132023Revenue 2024: $449,321Expenses 2024: $836,601Net Income 2024: -$387,2802024

Highlighted filing

2014

Revenue$850,568
Expenses$748,748
Net Income$101,820
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH KAHNTrustee-$0--
ATLANTIC TRUST COMPANYTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6718867
Phone
6177311222

Signing Officer

Name
Joseph Kahn
Title
Trustee
Phone
6177311222
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
John J Czyzewski CPA
Phone
6177311222
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50EXPRESS SCRIPTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51FIDELITY NATL INFO SVCS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52FISERV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53FLUOR CORP NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54FMC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55FOOT LOCKER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56GAMESTOP CORP NEW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57GENERAL ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58GOOGLE INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59GRAINGER W W INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60HARBOR INTL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61HEALTHSOUTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62HUMANA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63IHS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64INTERCONTINENTAL EXCHANGE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65INTERNATIONAL FLAVORS & FRAGRANCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67JONES LANG LASALLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68JP MORGAN CHASE & CO #2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69JP MORGAN MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70KANSAS CITY SOUTHERN COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71LAZARD EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72LIGHTHOUSE DIVERSIFIED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73LKQ CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74MARRIOTT INTL CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75MATTHEWS PACIFIC TIGER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76MCKESSON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77MEDNAX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78MERCK & CO INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79MICROCHIP TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81MOHAWK INDS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82MONSTER BEVERAGE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83NETAPP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84NOBLE ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85ORACLE SYSTEMS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86PANERA BREAD CO CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87PEPSICO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88PETSMART INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89PIMCO COMMODITY REAL RETURN STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90PIONEER NAT RES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91PRAXAIR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92PRECISION CASTPARTS CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93PRICE T ROWE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94RANGE RESOURCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95REGENERON PHARMACEUTICALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96ROCKWOODS HLDGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97ROPER INDS INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98ROSS STORES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99SBA COMMUNICATIONS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100SHIRE LIMITED AMERICAN DEPOSITARY SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101SKYWORKS SOLUTIONS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102STERICYCLE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105TEAM HEALTH HOLDINGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106TERADATA CORP DEL COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107TIMKEM CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108TJX COS INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109TRACTOR SUPPLY CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110TRIUMPH GROUP INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111UNION PAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112UNITED TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114US BANCORP DEL COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115VANGUARD - INDEX FUND 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116VANTIV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117VERIZON COMMUNICATIONS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118VF CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119VISA INC COM CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120WALGREEN CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121WELLS FARGO & CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122WEX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123WHIRLPOOL CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124WILLIAMS COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125ACTAVIS PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126ALKERMES PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127AMAZON.COM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128ASHLAND INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129AVALONBAY CMNTYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130COLGATE PALMOLIVE CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131DISNEY WALT CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132EPAM SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133GOOGLE INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134HOME DEPOT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135HUBBELL INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136JAZZ PHARMACEUITCALS PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137KELLOGG CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138MAINSTAY EPOCH GLOBAL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139MARATHON OIL CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140MEDIVATION INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141MEDTRONIC INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142NXP SEMICONDUCTORS N V COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143OMNICOM GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144PENTAIR PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145POLARIS INDS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146PRUDENTIAL FINL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147SIMON PPTY GROUP INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148UNIVERSAL HLTH SVCS INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt067134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt172281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt311068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt419920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt515113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt620755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt715511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt851451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt910842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1030991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1183823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1248361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1313189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1432711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1520324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1629264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17667515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1812624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1911094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2025248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2133716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2215256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt237408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2436757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2514041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2611349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2713113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt289028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2939950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3013920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3138890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3228967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3330650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3431302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3538542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3614884

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.45$0.84$0.39
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.26$0.94$0.69
2022Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.24$0.90$0.34
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.08$0.82$0.26
2020Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.50$0.84$0.33
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.15$0.84$0.31
2018Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.13$0.79$0.33
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.74$0.79$0.04
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.59$0.85$0.25
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.86$0.80$0.06
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.85$0.75$0.10
2013Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.56$0.73$0.17
2012Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.68
2011Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.72
Peer Organizations

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