Civic Intelligence

Falb Family Charitable Trust

990PF • Fiscal year 2013 • EIN 04-6931498

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

Organization Profile
50 Congress StreetSuite 642Cambridge, MA 02109

(617) 422-0666

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

100th percentile

136%

Higher net margin than 100% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$493,414

Down $71,581 (-13%) from 2012

Net Assets

Down

$493,414

Down $71,581 (-13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

-$52,476

No earlier filing loaded for comparison.

Expenses

Up

$19,105

Up $16,057 (+527%) from 2012

Net Income

-$71,581

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$600K$400K$200K$0Assets 2010: $567,958Liabilities 2010: $0Net Assets 2010: $567,9582010Assets 2011: $565,492Liabilities 2011: $12011Assets 2012: $564,995Liabilities 2012: $0Net Assets 2012: $564,9952012Assets 2013: $493,414Liabilities 2013: $0Net Assets 2013: $493,4142013Assets 2014: $461,286Liabilities 2014: $1Net Assets 2014: $461,2862014Assets 2015: $431,139Liabilities 2015: $1Net Assets 2015: $431,1392015Assets 2016: $419,840Liabilities 2016: $0Net Assets 2016: $419,8402016Assets 2019: $211,699Liabilities 2019: $1Net Assets 2019: $211,6992019Assets 2020: $210,334Liabilities 2020: $12020Assets 2021: $200,880Liabilities 2021: $1Net Assets 2021: $200,8802021Assets 2022: $197,439Liabilities 2022: $0Net Assets 2022: $197,4392022Assets 2023: $197,225Liabilities 2023: $12023

Highlighted filing

2013

Assets$493,414
Liabilities$0
Net Assets$493,414
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50K-$100KExpenses 2010: $1,5372010Revenue 2011: $17,907Expenses 2011: $20,373Net Income 2011: -$2,4662011Expenses 2012: $3,0482012Revenue 2013: -$52,476Expenses 2013: $19,105Net Income 2013: -$71,5812013Revenue 2014: $5,868Expenses 2014: $37,996Net Income 2014: -$32,1282014Revenue 2015: $4,978Expenses 2015: $21,525Net Income 2015: -$16,5472015Revenue 2016: $16,971Expenses 2016: $22,224Net Income 2016: -$5,2532016Revenue 2019: $10,557Expenses 2019: $13,013Net Income 2019: -$2,4562019Revenue 2020: $10,925Expenses 2020: $12,290Net Income 2020: -$1,3652020Revenue 2021: $1,650Expenses 2021: $12,439Net Income 2021: -$10,7892021Revenue 2022: $8,746Expenses 2022: $14,356Net Income 2022: -$5,6102022Revenue 2023: $10,044Expenses 2023: $10,258Net Income 2023: -$2142023

Highlighted filing

2013

Revenue-$52,476
Expenses$19,105
Net Income-$71,581
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER L FALBTrustee-$0--
KAREN F FALBTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6931498
In Care Of
% PETER FALB
Phone
6174220666

Signing Officer

Name
Peter Falb
Title
President
Phone
6174220666
Signed
2014-04-29
Discuss with paid preparer
Yes

Preparer

Phone
6174220700
Raw XML Appendix327 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/EOYBookValueAmt0460898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0321098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENT IN EQUITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02618
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02618
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-71581
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-71581
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0493414
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0564995
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016355
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016355
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016355
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016380
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt025
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02002
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0493414
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0332586
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04935
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0327651
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04989
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016380
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER L FALB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN F FALB
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13VINEYARD HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14Northfield Mount Hermon School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15Mount Auburn Hospital
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1077 MASSACHUSETTS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1136 FIRST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12159 Brattle St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1315 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine141 Lamplighter Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15330 Mt Auburn St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine16harvard university
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3VINEYARD Haven
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Gill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode302568
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode401354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode502138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode602138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012800
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/AppliedToYear1Amt012884
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt024862
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012884
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt024862
IRS990PF/UndistributedIncomeGrp/Taxable2Amt04937
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt024862
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016355
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017821
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER INCOME(LOSS)-MARCUS FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25146
TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt049
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER FALB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06174220666
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10FALB FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O DANE FALB STONE & CO
ReturnHeader/Filer/BusinessNameControlTxt0FALB
ReturnHeader/Filer/EIN0046931498
ReturnHeader/Filer/InCareOfNm0% PETER FALB
ReturnHeader/Filer/PhoneNum06174220666
ReturnHeader/Filer/USAddress/AddressLine1050 CONGRESS STREET
ReturnHeader/Filer/USAddress/AddressLine20Suite 642
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10TWO INTERNATIONAL PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002110
ReturnHeader/PreparerPersonGrp/PhoneNum06174220700
ReturnHeader/ReturnTs02014-05-02T09:35:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$493,414
Liabilities
$0
Net assets
$493,414
Revenue
-$52,476
Expenses
$19,105
Net income
-$71,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.97$0.00$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09$0.14$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.02$0.12$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$0.11$0.12$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.11$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.17$0.22$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$0.05$0.22$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.06$0.38$0.32
2013Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.52$0.19$0.72
2012Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.03
2011Summary only. Only limited summary data is available for this year.$5.65$0.00$0.18$0.20$0.02
2010Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.02