Civic Intelligence

The Elizabeth B Kreske Charitable Foundation

990PF • Fiscal year 2019 • EIN 04-6956281

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 26, 2020

Organization Profile
320 Conant RoadWeston, MA 02493

(617) 733-2020

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

4th percentile

-155%

Higher net margin than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$10,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 34.9% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$710,754

Up $33,549 (+5.0%) from 2015

Net Assets

$710,754

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin4th percentile

Revenue

Down

$28,617

Down $2,030 (-6.6%) from 2015

Expenses

Up

$73,093

Up $25,275 (+53%) from 2015

Net Income

Down

-$44,476

Down $27,305 (-159%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2011: $738,142Liabilities 2011: $02011Assets 2012: $694,628Liabilities 2012: $02012Assets 2013: $689,921Liabilities 2013: $02013Assets 2014: $694,418Liabilities 2014: $02014Assets 2015: $677,205Liabilities 2015: $02015Assets 2019: $710,754Liabilities 2019: $0Net Assets 2019: $710,7542019Assets 2020: $727,853Liabilities 2020: $0Net Assets 2020: $727,8532020Assets 2021: $660,671Liabilities 2021: $0Net Assets 2021: $660,6712021Assets 2022: $608,494Liabilities 2022: $0Net Assets 2022: $608,4942022Assets 2023: $552,422Liabilities 2023: $0Net Assets 2023: $552,4222023Assets 2024: $563,654Liabilities 2024: $0Net Assets 2024: $563,6542024

Highlighted filing

2019

Assets$710,754
Liabilities$0
Net Assets$710,754
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $37,844Expenses 2011: $101,628Net Income 2011: -$63,7842011Revenue 2012: $17,944Expenses 2012: $61,090Net Income 2012: -$43,1462012Revenue 2013: $41,630Expenses 2013: $45,840Net Income 2013: -$4,2102013Revenue 2014: $72,090Expenses 2014: $67,107Net Income 2014: $4,9832014Revenue 2015: $30,647Expenses 2015: $47,818Net Income 2015: -$17,1712015Revenue 2019: $28,617Expenses 2019: $73,093Net Income 2019: -$44,4762019Revenue 2020: $93,805Expenses 2020: $76,706Net Income 2020: $17,0992020Revenue 2021: $34,337Expenses 2021: $101,519Net Income 2021: -$67,1822021Revenue 2022: $9,326Expenses 2022: $61,503Net Income 2022: -$52,1772022Revenue 2023: $5,484Expenses 2023: $61,556Net Income 2023: -$56,0722023Revenue 2024: $72,876Expenses 2024: $61,644Net Income 2024: $11,2322024

Highlighted filing

2019

Revenue$28,617
Expenses$73,093
Net Income-$44,476
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 26, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JBRIAN POTTSTrustee-$10,000-$10,000
KATHLEEN M MCCARTHY ESQTrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Elizabeth B Kreske Charitable Foundation
EIN
04-6956281
Phone
6177332020
Address
320 CONANT ROAD, WESTON, MA 02493

Signing Officer

Name
Jbrian Potts
Title
Trustee
Phone
6177332020
Signed
2020-04-26
Discuss with paid preparer
Yes

Preparer

Firm
JKJ Tax Compliance & Planning
Address
106 Chandlers Wharf, Portland, ME 04101
Preparer
Jill K Jaworski
Phone
9788849962
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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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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JBRIAN POTTS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0320 CONANT ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002493
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177332020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORTING BREAST CANCER PATIENTS WITH ESSENTIAL SERVICES TO EASE THE STRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FREE LEGAL AID TO LOW-INCOME PEOPLE AND VICTIMS OF CRIME WHO NEED OUR HELP.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ELLIE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1METROWEST LEGAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 RESERVOIR ST SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt163 FOUNDATION ST SUITE 304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEEDHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FRAMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002494
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101702
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt07408
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt043905
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051313
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038746
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt043905
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01245
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt233
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt333
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0191
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01764
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY TRUST COMPANY ASSET MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01764
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JBRIAN POTTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177332020
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH B KRESKE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0046956281
ReturnHeader/Filer/PhoneNum06177332020
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 CONANT ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002493
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JKJ Tax Compliance & Planning
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 Chandlers Wharf
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004101
ReturnHeader/PreparerPersonGrp/PhoneNum09788849962
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jill K Jaworski
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-21T11:39:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,754
Liabilities
$0
Net assets
$710,754
Revenue
$28,617
Expenses
$73,093
Net income
-$44,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.00$5.64$0.73$0.62$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.05$0.62$0.56
2022Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.09$0.62$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.00$6.61$0.34$1.02$0.67
2020Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.94$0.77$0.17
2019Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.29$0.73$0.44
2015Summary only. Only limited summary data is available for this year.$6.77$0.00$0.31$0.48$0.17
2014Summary only. Only limited summary data is available for this year.$6.94$0.00$0.72$0.67$0.05
2013Summary only. Only limited summary data is available for this year.$6.90$0.00$0.42$0.46$0.04
2012Summary only. Only limited summary data is available for this year.$6.95$0.00$0.18$0.61$0.43
2011Summary only. Only limited summary data is available for this year.$7.38$0.00$0.38$1.02$0.64