Civic Intelligence

The Valerio Charitable Foundation C/O Laura Mackinnon

990PF • Fiscal year 2018 • EIN 04-6903625

Oct 01, 2017 to Sep 30, 2018 • Filed on May 01, 2019

Organization Profile
4390 Main Street PO Box 193Cummaquid, MA 02637

(508) 877-9245

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

2nd percentile

-296%

Higher net margin than 2% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$856,616

Down $163,667 (-16%) from 2017

Net Assets

Down

$856,616

Down $163,667 (-16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin2nd percentile

Revenue

Down

$55,214

Down $63,988 (-54%) from 2017

Expenses

Down

$218,881

Down $68,078 (-24%) from 2017

Net Income

Up

-$163,667

Up $4,090 (+2.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2018

Assets$856,616
Liabilities$0
Net Assets$856,616
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$55,214
Expenses$218,881
Net Income-$163,667
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
May 1, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL VALERIOPresident-$0--
HELEN VALERIOOfficer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-RELIGIOUS-VARIOUS, MA, US$209,962
Filing and Contact Details

Filer

Filer Name
The Valerio Charitable Foundation
EIN
04-6903625
Phone
5088779245
Address
4390 MAIN STREET PO BOX 193, CUMMAQUID, MA 02637

Signing Officer

Name
Michael Valerio
Title
President
Phone
5088779245
Signed
2019-05-01

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 Appendix284 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt019283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB-OTHER ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARLES SCHWAB-EX TRADED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020688
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0463
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01391676
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01268075
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020875
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt047002
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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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
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt068077
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0212272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0310999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0139890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt084160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt095559
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt095559
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0889206
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0141885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0212272
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0310999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0139890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt084160
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0209962
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0141885
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0984765
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0842880
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARLES SCHWAB-ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0149
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06468
TaxesSchedule/TaxesDetail/Amt01125
TaxesSchedule/TaxesDetail/Amt11177
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1PY FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11177
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL VALERIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05088779245
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
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/AddressLine1Txt04390 MAIN STREET PO BOX 193
ReturnHeader/Filer/USAddress/CityNm0CUMMAQUID
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002637
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BBD6F9E55EE94C849BBEDD9AF1A3AAA0A09DCA71
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BBD6F9E55EE94C849BBEDD9AF1A3AAA0A09DCA71
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.9.32.205
ReturnHeader/FilingSecurityInformation/IPDt02019-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:06:09
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/PreparationDt02019-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD M CHIUVE CPA
ReturnHeader/ReturnTs02019-05-22T09:06:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$856,616
Liabilities
$0
Net assets
$856,616
Revenue
$55,214
Expenses
$218,881
Net income
-$163,667
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