Civic Intelligence

Sacajawea Charitable Foundation

990PF • Fiscal year 2023 • EIN 04-6891321

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 15, 2024

Organization Profile
49 Bay State RoadWeston, MA 02493

(781) 703-5641

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

1st percentile

-898%

Higher net margin than 1% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

8th percentile

-9.5%

Faster asset growth than 8% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-21%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,259,706

Down $1,178,786 (-9.5%) from 2022

Net Assets

$11,259,194

No earlier filing loaded for comparison.

Liabilities

Flat

$512

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

Down

$131,236

Down $35,448 (-21%) from 2022

Expenses

Up

$1,310,022

Up $542,813 (+71%) from 2022

Net Income

Down

-$1,178,786

Down $578,261 (-96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,825,053Liabilities 2011: $5122011Assets 2012: $5,805,158Liabilities 2012: $5122012Assets 2013: $6,088,759Liabilities 2013: $5122013Assets 2014: $6,194,225Liabilities 2014: $5122014Assets 2015: $6,056,460Liabilities 2015: $5122015Assets 2019: $6,532,287Liabilities 2019: $5122019Assets 2020: $12,849,055Liabilities 2020: $5122020Assets 2021: $13,039,017Liabilities 2021: $512Net Assets 2021: $13,038,5052021Assets 2022: $12,438,492Liabilities 2022: $5122022Assets 2023: $11,259,706Liabilities 2023: $512Net Assets 2023: $11,259,1942023

Highlighted filing

2023

Assets$11,259,706
Liabilities$512
Net Assets$11,259,194
Open 2023 Filing

Operations Trend

Revenue Growth19th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $473,078Expenses 2011: $301,628Net Income 2011: $171,4502011Revenue 2012: $284,001Expenses 2012: $303,896Net Income 2012: -$19,8952012Revenue 2013: $654,280Expenses 2013: $370,679Net Income 2013: $283,6012013Revenue 2014: $482,554Expenses 2014: $377,088Net Income 2014: $105,4662014Revenue 2015: $190,663Expenses 2015: $328,428Net Income 2015: -$137,7652015Revenue 2019: $616,131Expenses 2019: $400,347Net Income 2019: $215,7842019Revenue 2020: $6,970,478Expenses 2020: $653,710Net Income 2020: $6,316,7682020Revenue 2021: $919,516Expenses 2021: $678,458Net Income 2021: $241,0582021Revenue 2022: $166,684Expenses 2022: $767,209Net Income 2022: -$600,5252022Revenue 2023: $131,236Expenses 2023: $1,310,022Net Income 2023: -$1,178,7862023

Highlighted filing

2023

Revenue$131,236
Expenses$1,310,022
Net Income-$1,178,786
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H WREAN JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sacajawea Charitable Foundation
EIN
04-6891321
Phone
7817035641
Address
49 BAY STATE ROAD, WESTON, MA 02493

Signing Officer

Name
William H Wrean Jr
Title
Director
Signed
2024-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Tiedemann & Associates PC
Address
560 North Avenue, Weston, MA 02493
Preparer
Henry A Tiedemann III CPA
Phone
7812351099
Raw XML Appendix277 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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AccountingFeesSchedule/AccountingFeesDetail/Amt03200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0176402
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt489192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0348 SVB FINANCIAL
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-48106
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0651939
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06315
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06315
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08306
IRS990PF/FMVAssetsEOYAmt014168317
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05570
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt092199
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0512
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0512
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012438492
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013125152
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0198560
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SACAJAWEA & COMPANY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM H WREAN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01273094
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07817035641
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt049 BAY STATE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002493
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0649948
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024676
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0649948
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0598470
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0598470
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01273094
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0598470
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0598470
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024676
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM H WREAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt027 BRADFORD ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WESTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002493
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt064855
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
MortgagesAndNotesPayableSch/MortgageAmt0512
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033603
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt033603
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEES
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H WREAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACAJAWEA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SACA
ReturnHeader/Filer/EIN0046891321
ReturnHeader/Filer/PhoneNum07817035641
ReturnHeader/Filer/USAddress/AddressLine1Txt049 BAY STATE ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002493
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043436000
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tiedemann & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0560 North Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Weston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002493
ReturnHeader/PreparerPersonGrp/PhoneNum07812351099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henry A Tiedemann III CPA
ReturnHeader/ReturnTs02024-08-15T05:07:55-07:00
ReturnHeader/ReturnTypeCd0990PF
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
$11,259,706
Liabilities
$512
Net assets
$11,259,194
Revenue
$131,236
Expenses
$1,310,022
Net income
-$1,178,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.13$1.31$1.18
2022Detailed filing. Detailed filing data is available for this year.$12.4$0.00$0.17$0.77$0.60
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.92$0.68$0.24
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.00$6.97$0.65$6.32
2019Summary only. Only limited summary data is available for this year.$6.53$0.00$0.62$0.40$0.22
2015Summary only. Only limited summary data is available for this year.$6.06$0.00$0.19$0.33$0.14
2014Summary only. Only limited summary data is available for this year.$6.19$0.00$0.48$0.38$0.11
2013Summary only. Only limited summary data is available for this year.$6.09$0.00$0.65$0.37$0.28
2012Summary only. Only limited summary data is available for this year.$5.81$0.00$0.28$0.30$0.02
2011Summary only. Only limited summary data is available for this year.$5.83$0.00$0.47$0.30$0.17