Civic Intelligence

Pisa Foundation

990PF • Fiscal year 2012 • EIN 05-0494285

Dec 01, 2011 to Nov 30, 2012 • Filed on Oct 14, 2013

Organization Profile
121 Hidden Mere Lane02852
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

66th percentile

4.9%

Faster asset growth than 66% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,079,425

Up $145,195 (+4.9%) from 2011

Net Assets

Up

$3,079,425

Up $145,195 (+4.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$282,115

Up $206,870 (+275%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,574,288Liabilities 2010: $0Net Assets 2010: $2,574,2882010Assets 2011: $2,934,230Liabilities 2011: $0Net Assets 2011: $2,934,2302011Assets 2012: $3,079,425Liabilities 2012: $0Net Assets 2012: $3,079,4252012Assets 2013: $3,039,784Liabilities 2013: $0Net Assets 2013: $3,039,7842013Assets 2014: $3,021,747Liabilities 2014: $0Net Assets 2014: $3,021,7472014Assets 2015: $3,416,471Liabilities 2015: $02015Assets 2016: $3,428,135Liabilities 2016: $17,292Net Assets 2016: $3,410,8432016Assets 2017: $3,577,886Liabilities 2017: $17,292Net Assets 2017: $3,560,5942017Assets 2018: $3,698,886Liabilities 2018: $20,297Net Assets 2018: $3,678,5892018Assets 2019: $4,049,700Liabilities 2019: $0Net Assets 2019: $4,049,7002019Assets 2020: $4,256,824Liabilities 2020: $1,500Net Assets 2020: $4,255,3242020Assets 2021: $4,427,083Liabilities 2021: $0Net Assets 2021: $4,427,0832021Assets 2022: $4,933,918Liabilities 2022: $0Net Assets 2022: $4,933,9182022Assets 2023: $5,137,947Liabilities 2023: $0Net Assets 2023: $5,137,9472023Assets 2024: $5,377,473Liabilities 2024: $0Net Assets 2024: $5,377,4732024

Highlighted filing

2012

Assets$3,079,425
Liabilities$0
Net Assets$3,079,425
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $121,6572010Expenses 2011: $75,2452011Expenses 2012: $282,1152012Revenue 2013: $393,086Expenses 2013: $195,793Net Income 2013: $197,2932013Revenue 2014: $516,093Expenses 2014: $156,672Net Income 2014: $359,4212014Revenue 2015: $619,822Expenses 2015: $237,933Net Income 2015: $381,8892015Revenue 2016: $343,962Expenses 2016: $306,730Net Income 2016: $37,2322016Revenue 2017: $613,851Expenses 2017: $318,922Net Income 2017: $294,9292017Revenue 2018: $308,122Expenses 2018: $322,918Net Income 2018: -$14,7962018Revenue 2019: $722,895Expenses 2019: $351,784Net Income 2019: $371,1112019Revenue 2020: $384,775Expenses 2020: $372,337Net Income 2020: $12,4382020Revenue 2021: $406,296Expenses 2021: $410,295Net Income 2021: -$3,9992021Revenue 2022: $543,048Expenses 2022: $358,606Net Income 2022: $184,4422022Revenue 2023: $337,914Expenses 2023: $316,282Net Income 2023: $21,6322023Revenue 2024: $388,197Expenses 2024: $366,228Net Income 2024: $21,9692024

Highlighted filing

2012

Revenue-
Expenses$282,115
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Oct 14, 2013
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN PERLMANTrustee-$0--
ANN PERLMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLINCOLN SCHOOLGENERAL501(C)(3)PROVIDENCE, RI, US$267,089
Paid GrantSOFIA ACADEMYGENERAL501(C)(3)ATLANTA, GA, US$2,500
Filing and Contact Details

Filer

EIN
05-0494285
Raw XML Appendix367 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
AppliedToPriorYearElection/Election0UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2), THE TAXPAYER ELECTS TO APPLY THE AMOUUNT ON LINE 4B FROM FORM 990-PF, PART XIII IN THE AMOUNT OF $56,438 TO ITS UNDISTRIBUTED INCOME FROM TAX YEAR 2009.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01148632
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2645846
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3450000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01316811
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2832852
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3424729
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0US TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1VANGUARD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2TD AMERITRADE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3UBS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-11-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-11-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0US TRUST - ACCT 011008510093 - DETAIL AVALIABLE UPON REQUEST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1UBS - RH 14605 - M1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2TELEFONOS DE MEXICO - 6040 SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3PENTAIR FRACTIONAL SHARES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-22762
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ANN PERLMAN
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0RI
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0267089
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10LINCOLN SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SOFIA ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10301 BUTLER AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112880 DRESDEN DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PROVIDENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002906
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode130341
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0269589
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear054594
IRS990PF/UndistributedIncome/AppliedToPriorYears056438
IRS990PF/UndistributedIncome/AppliedToYear10158557
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0166528
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0269589
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears056438
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0111934
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0158557
IRS990ScheduleB/ContributorInfo/AggregateContributions010000
IRS990ScheduleB/ContributorInfo/AggregateContributions151264
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1051 TROWBRIDGE DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1151 TROWBRIDGE DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0NORTH KINGSTOWN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1NORTH KINGSTOWN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1RI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode002852
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode102852
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0ROSALIND PERLMAN
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1ROSALIND PERLMAN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI02
IRS990ScheduleB/NoncashProperty/DateReceived02012-01-05
IRS990ScheduleB/NoncashProperty/FairMarketValue051264
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0600 SHARES OF EXXON MOBIL CORPORATION STOCK
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0SECRETARY OF STATE FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0188571
OtherIncomeSchedule2/OtherIncome/Description0INCREASE IN FMV OF EQUITY SECURITY PORTFOLIO
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0188571
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount012276
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1200
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome012276
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1200
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0050494285
ReturnHeader/Filer/Name/BusinessNameLine10PISA FOUNDATION CO ALAN PERLMAN
ReturnHeader/Filer/NameControl0PISA
ReturnHeader/Filer/Phone04012788700
ReturnHeader/Filer/USAddress/AddressLine10121 HIDDEN MERE LANE
ReturnHeader/Filer/USAddress/City0NORTH KINGSTOWN
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002852
ReturnHeader/Officer/DateSigned02013-10-14
ReturnHeader/Officer/Name0ALAN PERLMAN
ReturnHeader/Officer/Phone04012788700
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0050373793
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10OCEAN STATE JOBBERS INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10375 COMMERCE PARK ROAD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NORTH KINGSTOWN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0RI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002852
ReturnHeader/Preparer/Name0OCEAN STATE JOBBERS INC
ReturnHeader/Preparer/Phone04012952672
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-12-01
ReturnHeader/TaxPeriodEndDate02012-11-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-10-14T08:58:41-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,079,425
Liabilities
$0
Net assets
$3,079,425
Revenue
-
Expenses
$282,115
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.39$0.37$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.34$0.32$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$0.54$0.36$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.41$0.41$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.38$0.37$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.72$0.35$0.37
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.02$3.68$0.31$0.32$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.02$3.56$0.61$0.32$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.02$3.41$0.34$0.31$0.04
2015Summary only. Only limited summary data is available for this year.$3.42$0.00$0.62$0.24$0.38
2014Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.52$0.16$0.36
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.39$0.20$0.20
2012Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.28
2011Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.08
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.12