Civic Intelligence

Kahn Charitable Foundation C/O Samet & Company PC

990PF • Fiscal year 2022 • EIN 04-6718867

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 21, 2022

Organization Profile
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

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

76th percentile

28%

Higher net margin than 76% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

60th percentile

2.7%

Faster asset growth than 60% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,975,599

Up $342,870 (+2.7%) from 2021

Net Assets

Up

$12,975,599

Up $342,870 (+2.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin76th percentile

Revenue

Up

$1,242,389

Up $162,076 (+15%) from 2021

Expenses

Up

$899,519

Up $82,573 (+10%) from 2021

Net Income

Up

$342,870

Up $79,503 (+30%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2022

Assets$12,975,599
Liabilities$0
Net Assets$12,975,599
Open 2022 Filing

Operations Trend

Revenue Growth69th percentile

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

2022

Revenue$1,242,389
Expenses$899,519
Net Income$342,870
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 21, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

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

Filer

Filer Name
Kahn Charitable Foundation
EIN
04-6718867
Phone
6177311222
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467

Signing Officer

Name
Joseph Kahn
Title
Trustee
Phone
6177311222
Signed
2022-11-21
Discuss with paid preparer
Yes

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
John J Czyzewski CPA
Phone
6177311222
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62INGERSOLL RAND INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63INTERCONTINENTAL EXCHANGE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64JP MORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65KEYSIGHT TECHNOLOGIES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66KLA CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67LAZARD GLOBAL LISTED INFRASTRUCTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68LIBERTY BROADBAND CORP COM SER C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69LIGHTHOUSE DIVERSIFIED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70LINDE PLC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71LIVENT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72MARRIOTT INTL CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73MARTIN MARIETTA MATERIALS COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74MARVELL TECHNOLOGY GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75MASCO CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76MATTHEWS PACIFIC TIGER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77MFS INST INT'L EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78MICROCHIP TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80MONDELEZ INTL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81MONSTER BEVERAGE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82MSCI INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83NEXTERA ENERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84OSHKOSH CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85OTIS WORLDWIDE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86PENTAIR PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87PEPSICO INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88PIONEER NAT RES CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89PLANET FITNESS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90PNC FINL SVCS GROUP INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91QUALCOMM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92RAYTHEON TECHNOLOGIES CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93RESMED INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94ROPER TECHNOLOGIES, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95ROSS STORES INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96S&P GLOBAL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97SALESFORCE COM INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98SBA COMMUNICATIONS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99SCHWAB CHARLES CORP NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100SPROUTS FMRS MKT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101STANLEY BLACK & DECKER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102STRYKER CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103SYNOPSYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104T MOBILE US INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105TE CONNECTIVITY LTD REG SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106TELEFLEX INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107THERMO FISHER CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108TJX COS INC NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109TRACTOR SUPPLY CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110TRANSUNION COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111TWEEDY BROWNE GLOBAL VALUE FUND #1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112TWILIO BROWNE GLOBAL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113UNION PAC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114UNITEDHEALTH GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115US BANCORP DEL COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116US FOODS HLDG CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117VANGUARD - INDEX FUND 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118VIRTUS VONTOBEL EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119VISA INC COM CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120WESTERN ALLIANCE BANCORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121ZOETIS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122ALIGN TECHNOLOGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123ALAVARA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124AZEK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125CHENIERE ENERGY INC COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126CONOCOPHILLIPS COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127CROWDSTRIKE HLDGINC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128DIAMONDBACK ENERGY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129IQVIA HLDGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130JP MORGAN MID CAP VALUE FUND CL I #758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131LIVE NATION ENTERTAINMENT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132ON SEMICONDUCTOR CORP CORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133PALO ALTO NETWORKS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134REGAL REXNORD CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135SVP FINL GROUP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136TANDEM DIABETES CARE INC COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137ULTA BEAUTY, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138VEEVA SYS INC COM CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139WASTE CONNECTIONS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140ZURN ELKAY WATER SOLUTIONS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt040423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt137704
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt215752
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5141897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt639361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt717257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt827571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt916484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1024400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1138860
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6617868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt67447981

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,975,599
Liabilities
$0
Net assets
$12,975,599
Revenue
$1,242,389
Expenses
$899,519
Net income
$342,870
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