Civic Intelligence

Pisa Foundation

990PF • Fiscal year 2013 • EIN 05-0494285

Dec 01, 2012 to Nov 30, 2013 • Filed on Oct 14, 2014

Organization Profile
121 Hidden Mere LaneN Kingstown, RI 02852
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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

35th percentile

-1.3%

Faster asset growth than 35% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,039,784

Down $39,641 (-1.3%) from 2012

Net Assets

Down

$3,039,784

Down $39,641 (-1.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin88th percentile

Revenue

$393,086

No earlier filing loaded for comparison.

Expenses

Down

$195,793

Down $86,322 (-31%) from 2012

Net Income

$197,293

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2013

Assets$3,039,784
Liabilities$0
Net Assets$3,039,784
Open 2013 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

2013

Revenue$393,086
Expenses$195,793
Net Income$197,293
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Oct 14, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay46th 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$155,000
Paid GrantNORTH KINGSTOWN FOOD PANTRYGENERAL501(C)(3)NORTH KINGSTOWN, RI, US$2,929
Paid GrantBIG BROTHERS AND SISTERS OF RIGENERAL501(C)(3)CRANSTON, RI, US$2,500
Paid GrantTEMPLE SINAIGENERAL501(C)(3)CRANSTON, RI, US$100
Filing and Contact Details

Filer

EIN
05-0494285
Raw XML AppendixShowing 400 of 407 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.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2TD AMERITRADE
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0US TRUST - ACCT 011008510093 - DETAIL AVALIABLE UPON REQUEST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1UBS - RH 14605 - DETAIL AVAILABLE UPON REQUEST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2UBS - RH 14605 - DETAIL AVAILABLE UPON REQUEST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3TD AMERITRADE - 165-883992 DETAIL AVAILABLE UPON REQUEST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4VANGUARD HEALTH CARE FUND DETAIL AVAILABLE UPON REQUEST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5VANGUARD HEALTH CARE FUND DETAIL AVAILABLE UPON REQUEST
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALAN PERLMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ANN PERLMAN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BIG BROTHERS AND SISTERS OF RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11LINCOLN SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12NORTH KINGSTOWN FOOD PANTRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13TEMPLE SINAI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101540 PONTIAC AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11301 BUTLER AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12445 SCHOOL ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1330 HAGEN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CRANSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PROVIDENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NORTH KINGSTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CRANSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002920
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102906
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode202852
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode302920
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0160529
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/AppliedToCurrentYear048595
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10111934
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0171756
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/QualifyingDistributions0160529
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0123161
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0111934
IRS990ScheduleB/ContributorInfo/AggregateContributions020000
IRS990ScheduleB/ContributorInfo/AggregateContributions150904
IRS990ScheduleB/ContributorInfo/AggregateContributions2100000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1051 TROWBRIDGE DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1151 TROWBRIDGE DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine12375 COMMERCE PARK RD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0N KINGSTOWN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1N KINGSTOWN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2N KINGSTOWN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1RI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2RI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode002852
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode102852
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode202852
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0ROSALIND PERLMAN
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1ROSALIND PERLMAN
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2ALAN PERLMAN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/ContributorNumber23
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI02
IRS990ScheduleB/NoncashProperty/DateReceived02013-02-28
IRS990ScheduleB/NoncashProperty/FairMarketValue050904
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription01,200.000 SHS OF MERCK CO STOCK AT $42.42/SH
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount037734
OtherDecreasesSchedule/OtherDecreases/Amount1136040
OtherDecreasesSchedule/OtherDecreases/Amount2262
OtherDecreasesSchedule/OtherDecreases/Amount362986
OtherDecreasesSchedule/OtherDecreases/Description0DIFFERENCE BETWEEN COST & FMV OF DONATED SECURITIES
OtherDecreasesSchedule/OtherDecreases/Description1PRIOR YEAR ADJUSTMENT OF AMERITRADE COST BASIS
OtherDecreasesSchedule/OtherDecreases/Description2PRIOR YEAR ADJUSTMENT OF US TRUST COST BASIS
OtherDecreasesSchedule/OtherDecreases/Description3PRIOR YEAR ADJUSTMENT OF UBS COST BASIS
OtherExpensesSchedule/OtherExpenses/Description0SECRETARY OF STATE FEE
OtherExpensesSchedule/OtherExpenses/Description1INTEREST EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome050
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome13111
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13111
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome027
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome10
OtherIncomeSchedule2/OtherIncome/Description0SECURITIES LITIGATION SETTLEMENT INCOME
OtherIncomeSchedule2/OtherIncome/Description1UNREALIZED GAIN ON FMV OF SECURITIES
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome027
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome10
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks027
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks10
OtherIncreasesSchedule/OtherIncreases/Amount088
OtherIncreasesSchedule/OtherIncreases/Description0NON TAXABLE RETURN OF PARTNERSHIP PRINCIPAL
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount07959
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome07959
TaxesSchedule/Taxes/Amount0890
TaxesSchedule/Taxes/Amount1430
TaxesSchedule/Taxes/Amount222824
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID - UBS
TaxesSchedule/Taxes/Category1FOREIGN TAXES PAID - US TRUST
TaxesSchedule/Taxes/Category2EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome0890
TaxesSchedule/Taxes/NetInvestmentIncome1430
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0050494285
ReturnHeader/Filer/Name/BusinessNameLine10PISA FOUNDATION CO ALAN PERLMAN
ReturnHeader/Filer/NameControl0PISA
ReturnHeader/Filer/Phone04012952672
ReturnHeader/Filer/USAddress/AddressLine10121 HIDDEN MERE LANE
ReturnHeader/Filer/USAddress/City0NORTH KINGSTOWN
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002852
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-10-14
ReturnHeader/Officer/Name0ALAN PERLMAN
ReturnHeader/Officer/Phone04012952672
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,039,784
Liabilities
$0
Net assets
$3,039,784
Revenue
$393,086
Expenses
$195,793
Net income
$197,293
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