Civic Intelligence

The Valerio Charitable Foundation C/O Laura Mackinnon

990PF • Fiscal year 2016 • EIN 04-6903625

Oct 01, 2015 to Sep 30, 2016 • Filed on Dec 15, 2016

Organization Profile
100 Conifer Hill Drive 106Danvers, MA 01923

(508) 877-9245

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-359%

Higher net margin than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-59%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,188,040

Down $308,200 (-21%) from 2015

Net Assets

Down

$1,188,040

Down $308,200 (-21%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$85,861

Down $124,695 (-59%) from 2015

Expenses

Up

$394,061

Up $152,847 (+63%) from 2015

Net Income

Down

-$308,200

Down $277,542 (-905%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,967,475Liabilities 2011: $02011Assets 2012: $1,660,671Liabilities 2012: $02012Assets 2013: $1,544,903Liabilities 2013: $02013Assets 2014: $1,526,898Liabilities 2014: $0Net Assets 2014: $1,526,8982014Assets 2015: $1,496,240Liabilities 2015: $0Net Assets 2015: $1,496,2402015Assets 2016: $1,188,040Liabilities 2016: $0Net Assets 2016: $1,188,0402016Assets 2017: $1,020,283Liabilities 2017: $0Net Assets 2017: $1,020,2832017Assets 2018: $856,616Liabilities 2018: $0Net Assets 2018: $856,6162018Assets 2019: $688,911Liabilities 2019: $0Net Assets 2019: $688,9112019Assets 2020: $4,192,349Liabilities 2020: $0Net Assets 2020: $4,192,3492020Assets 2021: $4,138,653Liabilities 2021: $0Net Assets 2021: $4,138,6532021Assets 2022: $4,227,984Liabilities 2022: $0Net Assets 2022: $4,227,9842022Assets 2023: $4,341,447Liabilities 2023: $0Net Assets 2023: $4,341,4472023

Highlighted filing

2016

Assets$1,188,040
Liabilities$0
Net Assets$1,188,040
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $286,389Expenses 2011: $185,401Net Income 2011: $100,9882011Revenue 2012: -$78,060Expenses 2012: $202,137Net Income 2012: -$280,1972012Revenue 2013: $78,002Expenses 2013: $205,773Net Income 2013: -$127,7712013Revenue 2014: $176,021Expenses 2014: $194,026Net Income 2014: -$18,0052014Revenue 2015: $210,556Expenses 2015: $241,214Net Income 2015: -$30,6582015Revenue 2016: $85,861Expenses 2016: $394,061Net Income 2016: -$308,2002016Revenue 2017: $119,202Expenses 2017: $286,959Net Income 2017: -$167,7572017Revenue 2018: $55,214Expenses 2018: $218,881Net Income 2018: -$163,6672018Revenue 2019: $51,579Expenses 2019: $219,284Net Income 2019: -$167,7052019Revenue 2020: $3,804,462Expenses 2020: $301,024Net Income 2020: $3,503,4382020Revenue 2021: $138,994Expenses 2021: $192,690Net Income 2021: -$53,6962021Revenue 2022: $146,711Expenses 2022: $57,380Net Income 2022: $89,3312022Revenue 2023: $197,677Expenses 2023: $82,177Net Income 2023: $115,5002023

Highlighted filing

2016

Revenue$85,861
Expenses$394,061
Net Income-$308,200
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Dec 15, 2016
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL VALERIOPresidentPT$0--
HELEN VALERIOOfficerPT$0--
Filing and Contact Details

Filer

Filer Name
The Valerio Charitable Foundation
EIN
04-6903625
Phone
5088779245
Address
100 CONIFER HILL DRIVE 106, DANVERS, MA 01923

Signing Officer

Name
Michael Valerio
Title
President
Phone
5088779245
Signed
2016-12-15

Preparer

Firm
Chiuve & Company Pc
Address
100 CONIFER HILL DR SUITE 106, DANVERS, MA 01923-1164
Preparer
Ronald M Chiuve CPA
Phone
9787774500
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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01008004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB-COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt088420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB-OTHER ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0111412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt038759
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt085861
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt154520
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt154520
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1466623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047102
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-308200
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01188040
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01496240
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01188040
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt080273
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt080273
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt080273
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt081104
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0831
IRS990PF/DistributableAmountGrp/TotalTaxAmt0831
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0831
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0855
IRS990PF/FMVAssetsEOYAmt01508850
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0895215
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01008004
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt086612
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01496240
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01496240
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01646786
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt056829
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01487674
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024702
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0102283
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt081104
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01622084
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01646786
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL VALERIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HELEN VALERIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 193
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 193
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CUMMAQUID
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102637
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002637
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0391272
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/AppliedToCurrentYearAmt080273
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0139890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt084160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt095559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt076462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt052609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0707070
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0310999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0139890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt084160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt095559
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt076462
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0391272
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0310999
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0759679
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0448680
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0104
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0865
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0865
TaxesSchedule/TaxesDetail/Amt01820
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01820
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL VALERIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05088779245
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VALERIO CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CHIUVE & COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0046903625
ReturnHeader/Filer/PhoneNum05088779245
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CONIFER HILL DRIVE 106
ReturnHeader/Filer/USAddress/CityNm0DANVERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001923
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452887583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHIUVE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CONIFER HILL DR SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019231164
ReturnHeader/PreparerPersonGrp/PhoneNum09787774500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD M CHIUVE CPA
ReturnHeader/ReturnTs02017-02-14T12:01:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,188,040
Liabilities
$0
Net assets
$1,188,040
Revenue
$85,861
Expenses
$394,061
Net income
-$308,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.20$0.08$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.15$0.06$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.14$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$3.80$0.30$3.50
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.05$0.22$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.22$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12$0.29$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.39$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.21$0.24$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.18$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$1.54$0.00$0.08$0.21$0.13
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.08$0.20$0.28
2011Summary only. Only limited summary data is available for this year.$1.97$0.00$0.29$0.19$0.10