Civic Intelligence

Van Otterloo Family Foundation

990 • Fiscal year 2014 • EIN 04-6827450

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 12, 2015

Organization ProfileN/A
18 Sewall StreetMarblehead, MA 01945

(781) 639-3625

Siviq Scores

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

Liabilities / Assets

13th percentile

0.02x

Higher debt load relative to assets than 13% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

32nd percentile

0.17x

Higher debt load relative to revenue than 32% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

8th percentile

$60,000

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

60th percentile

7.0%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

267%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$30,814,521

Up $2,020,828 (+7.0%) from 2013

Net Assets

Up

$30,337,021

Up $1,628,661 (+5.7%) from 2013

Liabilities

Up

$477,500

Up $392,167 (+460%) from 2013

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin78th percentile

Revenue

Up

$2,873,639

Up $2,090,821 (+267%) from 2013

Expenses

Up

$2,273,455

Up $1,649,572 (+264%) from 2013

Net Income

Up

$600,184

Up $441,249 (+278%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60M$40M$20M$0Assets 2010: $26,363,545Liabilities 2010: $328,200Net Assets 2010: $26,035,3452010Assets 2011: $24,742,571Liabilities 2011: $296,950Net Assets 2011: $24,445,6212011Assets 2012: $27,664,808Liabilities 2012: $414,166Net Assets 2012: $27,250,6422012Assets 2013: $28,793,693Liabilities 2013: $85,333Net Assets 2013: $28,708,3602013Assets 2014: $30,814,521Liabilities 2014: $477,500Net Assets 2014: $30,337,0212014Assets 2015: $28,708,266Liabilities 2015: $336,567Net Assets 2015: $28,371,6992015Assets 2016: $30,177,218Liabilities 2016: $240,934Net Assets 2016: $29,936,2842016Assets 2017: $33,398,226Liabilities 2017: $240,000Net Assets 2017: $33,158,2262017Assets 2018: $36,204,091Liabilities 2018: $178,113Net Assets 2018: $36,025,9782018Assets 2019: $35,854,146Liabilities 2019: $664,322Net Assets 2019: $35,189,8242019Assets 2020: $43,723,247Liabilities 2020: $626,767Net Assets 2020: $43,096,4802020Assets 2021: $51,266,460Liabilities 2021: $270,000Net Assets 2021: $50,996,4602021Assets 2022: $36,797,378Liabilities 2022: $38,130Net Assets 2022: $36,759,2482022Assets 2023: $40,168,996Liabilities 2023: $1,088,000Net Assets 2023: $39,080,9962023Assets 2024: $48,184,754Liabilities 2024: $575,000Net Assets 2024: $47,609,7542024

Highlighted filing

2014

Assets$30,814,521
Liabilities$477,500
Net Assets$30,337,021
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $979,9962010Expenses 2011: $964,5252011Revenue 2012: $2,195,783Expenses 2012: $1,053,541Net Income 2012: $1,142,2422012Revenue 2013: $782,818Expenses 2013: $623,883Net Income 2013: $158,9352013Revenue 2014: $2,873,639Expenses 2014: $2,273,455Net Income 2014: $600,1842014Revenue 2015: $2,999,865Expenses 2015: $1,842,006Net Income 2015: $1,157,8592015Revenue 2016: $3,638,280Expenses 2016: $1,304,008Net Income 2016: $2,334,2722016Revenue 2017: $1,866,531Expenses 2017: $2,257,482Net Income 2017: -$390,9512017Revenue 2018: $2,363,189Expenses 2018: $1,724,916Net Income 2018: $638,2732018Revenue 2019: $2,762,999Expenses 2019: $2,139,800Net Income 2019: $623,1992019Revenue 2020: $2,951,793Expenses 2020: $1,967,921Net Income 2020: $983,8722020Revenue 2021: $3,136,596Expenses 2021: $2,436,175Net Income 2021: $700,4212021Revenue 2022: $815,524Expenses 2022: $2,739,132Net Income 2022: -$1,923,6082022Revenue 2023: $5,318,397Expenses 2023: $2,883,123Net Income 2023: $2,435,2742023Revenue 2024: $1,320,948Expenses 2024: $1,864,993Net Income 2024: -$544,0452024

Highlighted filing

2014

Revenue$2,873,639
Expenses$2,273,455
Net Income$600,184
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 12, 2015
Return Version
2013v4.0
Gross Receipts
$6,317,132
Mission and Program Overview

Mission

To provide support for educational enterprises that demonstrate innovation and excellence in teaching and learning while placing emphasis on the potential of all individuals, target unmet educational needs, or provide an exemplary educational program.

Benefit educational organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$28,617,313$28,050,734▼ $566,579
Savings and Temporary Cash Investments$176,380$2,748,663▲ $2,572,283
Accounts Receivable-$15,124-
Total Assets$28,793,693$30,814,521▲ $2,020,828
Liabilities
Grants Payable$73,333$445,000▲ $371,667
Accounts Payable and Accrued Expenses$12,000$32,500▲ $20,500
Total Liabilities$85,333$477,500▲ $392,167
Net Assets / Fund Balance
Unrestricted Net Assets$28,708,360$30,337,021▲ $1,628,661
Total Net Assets Fund Balance$28,708,360$30,337,021▲ $1,628,661
Total Liabilities and Net Assets / Fund Balance$28,793,693$30,814,521▲ $2,020,828

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,012,919--
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erin Van OtterlooExecutive DirectorPT$60,000$60,000

Board Members and Trustees

NameTitle
Lawrence GriffinTrustee as Needed
Peter WoodwardTrustee as Needed
Rose Marie Van OtterlooTrustee as Needed
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,871,138
Other Revenue
$2,501
Change in Net Assets
$600,184

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,928,285
Revenue Not Reported on Financial Statements
$945,354
Revenue Not Reported on Form 990
$1,334,501
Total Revenue per Audited Statements
$3,262,786
Total Revenue per Form 990
$2,873,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,399,007
Other Expenses$807,876
Salaries, Compensation, and Employee Benefits$66,572
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,399,007--$1,399,007
Interest-$133,521-$133,521
Fees for Service Investment Mgmnt Fees-$127,675-$127,675
Current Officers, Directors, Trustees, and Key Employees-$60,000-$60,000
Fees for Services Accounting-$12,500-$12,500
Other Expenses-$10,902-$10,902
Payroll Taxes-$6,572-$6,572
All Other Expenses-$4,358-$4,358
Office Expenses-$2,083-$2,083
Total Functional Expenses$1,399,007$874,448$0$2,273,455

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,273,455
Expenses per Audited Statements$1,645,026
Total Expenses per Audited Statements$1,634,124
Expenses Not Reported on Financial Statements$628,429
Expenses Not Reported on Form 990$-10,902
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
22-2854850-501c3Educational$152,800
04-3452763-501c3Educational$150,000
13-1624202-501c3Educational$120,000
73-1722348-501c3Educational$94,000
04-2103589-501c3Educational$80,000
59-1157084-501c3Educational$75,000
59-2617151-501c3Educational$60,000
01-0672424-501c3Educational$53,000
04-2103886-501c3Educational$50,000
04-2679573-501c3Educational$50,000
30-0015324-501c3Educational$50,000
04-2104250-501c3Educational$50,000
04-3585445-501c3Educational$36,000
59-2322926-501c3Educational$35,000
22-2485476-501c3Educational$31,000
22-2485502-501c3Educational$30,000
04-2104844-501c3Educational$30,000
04-2385280-501c3Educational$25,000
04-2296940-501c3Educational$25,000
04-3579298-501c3Educational$25,000
73-1710051-501c3Educational$25,000
04-3319019-501c3Educational$25,000
04-2312734-501c3Educational$20,000
04-2261109-501c3Educational$20,000
04-3391788-501c3Educational$15,000
20-4539306-501c3Educational$15,000
13-3132697-501c3Educational$15,000
22-2659560-501c3Educational$10,000
04-3086666-501c3Educational$10,000
45-3797693-501c3Educational$10,000
23-7099149-501c3Educational$5,000
02-0147630-501c3Educational$1,750
02-0467706-501c3Educational$1,000
04-2104926-501c3Educational$1,000
04-2103616-501c3Educational$900
--501c3Educational$707
02-0329795-501c3Educational$500
48-0547734-501c3Educational$500
48-0956441-501c3Educational$250
01-0211810-501c3Educational$200
04-2103567-501c3Educational$100
48-1250380-501c3Educational$100
04-3157815-501c3Educational$100
27-2966716-501c3Educational$100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Eyk Van OtterlooHusband of TrusteeEyk Van Otterloo Is the Husband of One of the Trustees Who Has an Indirect Relationship With Organization. Eyk Is the Grantor of the Foundation and Owns an Interest in Grantham, Mayo, Van Otterloo, LLC (gmo). Gmo LLC Is the Company That Manages the Mutual Funds Which the Foundation Invests In.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the board. The foundation only has a board of directors.”

Form 990, Part VI, Section B, Line 11

“Trustee, rose marie van otterloo, receives the 990, she reviews the information.”

Form 990, Part VI, Section B, Line 15A

“Erin van otterloo's compensation as executive director was determined by the board.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Form 990, Part VII

“Rose marie van otterloo - c/o voff 18 sewall street, marblehead, ma 01945. Peter woodward - c/o voff 18 sewall street, marblehead, ma 01945. Lawrence griffin - c/o voff 18 sewall street, marblehead, ma 01945.”

Filing and Contact Details

Filer

EIN
04-6827450
Phone
7816393625

Signing Officer

Name
Rose-marie Van Otterloo
Title
Trustee
Phone
7816393625
Signed
2015-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rose-marie Van Otterloo
Formed
1996
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
1
Volunteers
0

Preparer

Preparer
Karen Lydon
Phone
6172101200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Difference between book and tax capital gain/losses 2,990,220.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Noble gain 2,990,220. Reclass of investment activity to expenses -10,902.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclass of investment activity from revenue -10,902.”

Raw XML AppendixShowing 400 of 1,100 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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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501C3
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt19100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20200
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2135000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3210000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt36100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3725000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3850000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3960000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4015000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,814,521
Liabilities
$477,500
Net assets
$30,337,021
Revenue
$2,873,639
Expenses
$2,273,455
Net income
$600,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.2$0.58$47.6$1.32$1.86$0.54
2023Detailed filing. Detailed filing data is available for this year.$40.2$1.09$39.1$5.32$2.88$2.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.8$0.04$36.8$0.82$2.74$1.92
2021Detailed filing. Detailed filing data is available for this year.$51.3$0.27$51.0$3.14$2.44$0.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$0.63$43.1$2.95$1.97$0.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$0.66$35.2$2.76$2.14$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.2$0.18$36.0$2.36$1.72$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.24$33.2$1.87$2.26$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$0.24$29.9$3.64$1.30$2.33
2015Detailed filing. Detailed filing data is available for this year.$28.7$0.34$28.4$3.00$1.84$1.16
2014Detailed filing. Detailed filing data is available for this year.$30.8$0.48$30.3$2.87$2.27$0.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.09$28.7$0.78$0.62$0.16
2012Summary only. Only limited summary data is available for this year.$27.7$0.41$27.3$2.20$1.05$1.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$0.30$24.4$0.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.4$0.33$26.0$0.98
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $25M-$50M nonprofits