Civic Intelligence

Phillip and Susan Ragon Foundation

990PF • Fiscal year 2020 • EIN 05-0547000

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
PO Box 380281Cambridge, MA 02238

(617) 225-3001

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.00x

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

1st percentile

-733%

Higher net margin than 1% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

4th percentile

-12%

Faster asset growth than 4% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-7.9%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$176,087,365

Down $23,053,485 (-12%) from 2019

Net Assets

Down

$176,087,365

Down $23,053,485 (-12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin1st percentile

Revenue

Down

$3,502,388

Down $301,221 (-7.9%) from 2019

Expenses

Down

$29,172,590

Down $7,923,185 (-21%) from 2019

Net Income

Up

-$25,670,202

Up $7,621,964 (+23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$300M$200M$100M$0Assets 2011: $1,267,671Liabilities 2011: $02011Assets 2012: $1,949,352Liabilities 2012: $02012Assets 2013: $713,727Liabilities 2013: $02013Assets 2014: $1,003,457Liabilities 2014: $02014Assets 2015: $68,748,389Liabilities 2015: $0Net Assets 2015: $68,748,3892015Assets 2016: $121,819,705Liabilities 2016: $0Net Assets 2016: $121,819,7052016Assets 2017: $195,103,061Liabilities 2017: $0Net Assets 2017: $195,103,0612017Assets 2018: $232,433,016Liabilities 2018: $0Net Assets 2018: $232,433,0162018Assets 2019: $199,140,850Liabilities 2019: $0Net Assets 2019: $199,140,8502019Assets 2020: $176,087,365Liabilities 2020: $0Net Assets 2020: $176,087,3652020Assets 2021: $62,348,069Liabilities 2021: $0Net Assets 2021: $62,348,0692021Assets 2022: $63,154,423Liabilities 2022: $0Net Assets 2022: $63,154,4232022Assets 2023: $20,794,448Liabilities 2023: $0Net Assets 2023: $20,794,4482023Assets 2024: $26,927,630Liabilities 2024: $0Net Assets 2024: $26,927,6302024

Highlighted filing

2020

Assets$176,087,365
Liabilities$0
Net Assets$176,087,365
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

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

$200M$100M$0-$100M-$200MRevenue 2011: $1,003,463Expenses 2011: $409,659Net Income 2011: $593,8042011Revenue 2012: $1,000,524Expenses 2012: $368,843Net Income 2012: $631,6812012Revenue 2013: $5,500,026Expenses 2013: $6,650,651Net Income 2013: -$1,150,6252013Revenue 2014: $500,011Expenses 2014: $210,281Net Income 2014: $289,7302014Revenue 2015: $68,000,017Expenses 2015: $255,085Net Income 2015: $67,744,9322015Revenue 2016: $62,091,800Expenses 2016: $8,927,823Net Income 2016: $53,163,9772016Revenue 2017: $89,798,086Expenses 2017: $17,112,334Net Income 2017: $72,685,7522017Revenue 2018: $69,541,642Expenses 2018: $31,461,483Net Income 2018: $38,080,1592018Revenue 2019: $3,803,609Expenses 2019: $37,095,775Net Income 2019: -$33,292,1662019Revenue 2020: $3,502,388Expenses 2020: $29,172,590Net Income 2020: -$25,670,2022020Revenue 2021: $1,628,724Expenses 2021: $115,428,258Net Income 2021: -$113,799,5342021Revenue 2022: $1,372,826Expenses 2022: $538,998Net Income 2022: $833,8282022Revenue 2023: $10,027,163Expenses 2023: $51,543,731Net Income 2023: -$41,516,5682023Revenue 2024: $10,345,309Expenses 2024: $606,502Net Income 2024: $9,738,8072024

Highlighted filing

2020

Revenue$3,502,388
Expenses$29,172,590
Net Income-$25,670,202
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP T RAGONTrustee-$0--
SUSAN M RAGONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phillip and Susan Ragon Foundation
EIN
05-0547000
Phone
6172253001
Address
PO BOX 380281, CAMBRIDGE, MA 02238

Signing Officer

Name
Susan M Ragon
Title
Trustee
Phone
6172253001
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
101 SEAPORT BLVD, BOSTON, MA 02210
Preparer
Frank V Graziano
Phone
6175305000
Raw XML Appendix331 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11145 WASHINGTON STREET
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028963252
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05622064
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt065512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079058068
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023341688
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025620565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021111660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02235063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06749092
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028963752
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023341688
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt079123580
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PHILLIP T RAGON
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1SUSAN M RAGON
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 380281
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CAMBRIDGE
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0381626
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1381626
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IRS990ScheduleB/Organization501c3ExemptPFInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0208838
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0208838
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02616717
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN M RAGON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172253001
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIP AND SUSAN RAGON FOUNDATION
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ReturnHeader/Filer/EIN0050547000
ReturnHeader/Filer/PhoneNum06172253001
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002238
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SEAPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06175305000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK V GRAZIANO
ReturnHeader/ReturnTs02021-11-15T13:16:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RAGON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,087,365
Liabilities
$0
Net assets
$176,087,365
Revenue
$3,502,388
Expenses
$29,172,590
Net income
-$25,670,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$10.3$0.61$9.74
2023Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$10.0$51.5$41.5
2022Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$1.37$0.54$0.83
2021Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.3$1.63$115$114
2020Detailed filing. Detailed filing data is available for this year.$176$0.00$176$3.50$29.2$25.7
2019Detailed filing. Detailed filing data is available for this year.$199$0.00$199$3.80$37.1$33.3
2018Detailed filing. Detailed filing data is available for this year.$232$0.00$232$69.5$31.5$38.1
2017Detailed filing. Detailed filing data is available for this year.$195$0.00$195$89.8$17.1$72.7
2016Detailed filing. Detailed filing data is available for this year.$122$0.00$122$62.1$8.93$53.2
2015Detailed filing. Detailed filing data is available for this year.$68.7$0.00$68.7$68.0$0.26$67.7
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.50$0.21$0.29
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$5.50$6.65$1.15
2012Summary only. Only limited summary data is available for this year.$1.95$0.00$1.00$0.37$0.63
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$1.00$0.41$0.59