Civic Intelligence

Sperling Family Charitable Foundation

990PF • Fiscal year 2014 • EIN 04-6948423

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

4 Moore RoadSuiteWayland, MA 01778-1410

(617) 227-1050

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

61st percentile

5.2%

Faster asset growth than 61% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$6,296,261

Up $310,759 (+5.2%) from 2013

Net Assets

$6,296,261

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$3,117,619

Down $3,023,779 (-49%) from 2013

Expenses

Down

$705,385

Down $281,095 (-28%) from 2013

Net Income

Down

$2,412,234

Down $2,742,684 (-53%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $1,841,308Liabilities 2011: $02011Assets 2012: $1,418,720Liabilities 2012: $02012Assets 2013: $5,985,502Liabilities 2013: $02013Assets 2014: $6,296,261Liabilities 2014: $0Net Assets 2014: $6,296,2612014Assets 2015: $6,306,190Liabilities 2015: $02015Assets 2017: $6,731,849Liabilities 2017: $0Net Assets 2017: $6,731,8492017Assets 2018: $6,485,584Liabilities 2018: $0Net Assets 2018: $6,485,5842018Assets 2019: $4,963,194Liabilities 2019: $1Net Assets 2019: $4,963,1932019Assets 2020: $9,379,624Liabilities 2020: $1Net Assets 2020: $9,379,6242020Assets 2021: $20,243,450Liabilities 2021: $1Net Assets 2021: $20,243,4502021Assets 2022: $20,688,814Liabilities 2022: $0Net Assets 2022: $20,688,8142022Assets 2023: $22,285,545Liabilities 2023: $12023Assets 2025: $16,062,280Liabilities 2025: $0Net Assets 2025: $16,062,2802025

Highlighted filing

2014

Assets$6,296,261
Liabilities$0
Net Assets$6,296,261

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,577,193Expenses 2011: $175,535Net Income 2011: $1,401,6582011Revenue 2012: $640,189Expenses 2012: $695,500Net Income 2012: -$55,3112012Revenue 2013: $6,141,398Expenses 2013: $986,480Net Income 2013: $5,154,9182013Revenue 2014: $3,117,619Expenses 2014: $705,385Net Income 2014: $2,412,2342014Revenue 2015: $1,361,050Expenses 2015: $630,444Net Income 2015: $730,6062015Revenue 2017: $2,085,200Expenses 2017: $2,225,402Net Income 2017: -$140,2022017Revenue 2018: $4,676,332Expenses 2018: $2,007,005Net Income 2018: $2,669,3272018Revenue 2019: $188,670Expenses 2019: $2,172,338Net Income 2019: -$1,983,6682019Revenue 2020: $6,475,601Expenses 2020: $1,886,953Net Income 2020: $4,588,6482020Revenue 2021: $8,480,579Expenses 2021: $1,640,488Net Income 2021: $6,840,0912021Revenue 2022: $5,196,860Expenses 2022: $1,362,174Net Income 2022: $3,834,6862022Revenue 2023: $230,255Expenses 2023: $1,499,756Net Income 2023: -$1,269,5012023Revenue 2025: $1,253,088Expenses 2025: $2,112,268Net Income 2025: -$859,1802025

Highlighted filing

2014

Revenue$3,117,619
Expenses$705,385
Net Income$2,412,234
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT M SPERLINGTrustee-$0--
LAURENE M SPERLINGTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6948423
In Care Of
% SCOTT M SPERLING
Phone
6172271050

Signing Officer

Name
Scott Sperling
Title
Trustee
Phone
6172271050
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Donald Anderson
Phone
6172271050
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0THL CREDIT GREENWAY
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02904641
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02904641
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01385
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG TERM W/O BASIS REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SHORT TERM GAIN DISTRIBUTION
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt062325
IRS990PF/DistributableAmountGrp/TotalTaxAmt062325
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt062325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07141
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt070000
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05504520
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0178403
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05430080
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt087838
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT M SPERLING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LAURENE M SPERLING
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine104 Moore Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine114 Moore Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Wayland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Wayland
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11THE BELL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12COMBINED JEWISH PHILANTHROPIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13CHABAD HOUSE AT HARVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14BRIGHAM & WOMEN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15CITI PERFORMING ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10324 BLACKWELL ST STE 920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1160 CLAYTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13SOLDIERS FIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1475 FRANCIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15270 TREMONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1DORCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NC
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/ZIPCode027708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode102122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode202110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode302163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode402115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode502116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0686000
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/AppliedToCurrentYearAmt0226075
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0226075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0794748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0622665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0120155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0155720
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0998718
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0998718
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02153213
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0459925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0794748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0622665
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0120155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0155720
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0686000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0459925
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03151931
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02692006
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount02101475
OtherDecreasesSchedule/OtherDecreasesDetail/Description0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE ACCOUNT - FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01358
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01358
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt127
TaxesSchedule/TaxesDetail/Amt018000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXTENSION PAYMENT
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Sperling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172271050
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10SPERLING FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SPER
ReturnHeader/Filer/EIN0046948423
ReturnHeader/Filer/InCareOfNm0% SCOTT M SPERLING
ReturnHeader/Filer/PhoneNum06172271050
ReturnHeader/Filer/USAddress/AddressLine104 Moore Road
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0Wayland
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0017781410
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1060 South Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Boston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002111
ReturnHeader/PreparerPersonGrp/PhoneNum06172271050
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald Anderson
ReturnHeader/ReturnTs02015-04-10T17:40:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$1.25$2.11$0.86
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$22.3$0.00$0.23$1.50$1.27
2022Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$5.20$1.36$3.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.2$0.00$20.2$8.48$1.64$6.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.38$0.00$9.38$6.48$1.89$4.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.00$4.96$0.19$2.17$1.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$0.00$6.49$4.68$2.01$2.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$0.00$6.73$2.09$2.23$0.14
2015Summary only. Only limited summary data is available for this year.$6.31$0.00$1.36$0.63$0.73
2014Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$3.12$0.71$2.41
2013Summary only. Only limited summary data is available for this year.$5.99$0.00$6.14$0.99$5.15
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.64$0.70$0.06
2011Summary only. Only limited summary data is available for this year.$1.84$0.00$1.58$0.18$1.40