Civic Intelligence

The Valerio Charitable Foundation C/O Laura Mackinnon

990PF • Fiscal year 2020 • EIN 04-6903625

Oct 01, 2019 to Sep 30, 2020 • Filed on Jun 30, 2020

Organization Profile
72 Wilderness DriveSutton, MA 01590

(978) 777-4500

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

92%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

99th percentile

509%

Faster asset growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

7276%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,192,349

Up $3,503,438 (+509%) from 2019

Net Assets

Up

$4,192,349

Up $3,503,438 (+509%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$3,804,462

Up $3,752,883 (+7276%) from 2019

Expenses

Up

$301,024

Up $81,740 (+37%) from 2019

Net Income

Up

$3,503,438

Up $3,671,143 (+2189%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2020

Assets$4,192,349
Liabilities$0
Net Assets$4,192,349
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$3,804,462
Expenses$301,024
Net Income$3,503,438
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jun 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA MACKINNONTrustee-$0--
HELEN VALERIOOfficer-$0--
Filing and Contact Details

Filer

Filer Name
The Valerio Charitable Foundation
EIN
04-6903625
Phone
9787774500
Address
72 WILDERNESS DRIVE, SUTTON, MA 01590

Signing Officer

Name
Laura Mackinnon
Title
Trustee
Phone
9787774500
Signed
2020-06-30

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 Appendix269 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt186668
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02324
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0182861
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt017
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt060264
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03713250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0125750
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055699
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0182878
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03657551
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03713250
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HELEN VALERIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 E COCONUT PALM ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SUTTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOCA RATON
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0212272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0310999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0139890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0139890
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0876823
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065839
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0145828
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0141885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0212272
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0310999
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0248700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065839
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01016713
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0950874
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARLES SCHWAB-ADMIN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt050000
TaxesSchedule/TaxesDetail/Amt02324
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1PY FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2MA PC FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02324
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA MACKINNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09787774500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VALERIO CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0046903625
ReturnHeader/Filer/PhoneNum09787774500
ReturnHeader/Filer/USAddress/AddressLine1Txt072 WILDERNESS DRIVE
ReturnHeader/Filer/USAddress/CityNm0SUTTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001590
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/PreparationDt02021-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD M CHIUVE CPA
ReturnHeader/ReturnTs02021-07-27T09:51:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,192,349
Liabilities
$0
Net assets
$4,192,349
Revenue
$3,804,462
Expenses
$301,024
Net income
$3,503,438
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