Civic Intelligence

Margery P Weed Family Charitable Foundation Tr

990PF • Fiscal year 2014 • EIN 06-6498862

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
400 Seabury DriveBloomfield, CT 06002

(860) 243-8856

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

55th percentile

2.8%

Faster asset growth than 55% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$116,032

Up $3,160 (+2.8%) from 2013

Net Assets

$116,032

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin80th percentile

Revenue

Up

$12,751

Up $3,871 (+44%) from 2013

Expenses

Up

$9,591

Up $1,469 (+18%) from 2013

Net Income

Up

$3,160

Up $2,402 (+317%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.0M$500K$0Assets 2011: $115,846Liabilities 2011: $02011Assets 2012: $112,116Liabilities 2012: $02012Assets 2013: $112,872Liabilities 2013: $12013Assets 2014: $116,032Liabilities 2014: $0Net Assets 2014: $116,0322014Assets 2015: $115,127Liabilities 2015: $0Net Assets 2015: $115,1272015Assets 2016: $104,382Liabilities 2016: $0Net Assets 2016: $104,3822016Assets 2017: $495,937Liabilities 2017: $0Net Assets 2017: $495,9372017Assets 2018: $903,586Liabilities 2018: $0Net Assets 2018: $903,5862018Assets 2019: $886,707Liabilities 2019: $12019Assets 2020: $801,459Liabilities 2020: $1Net Assets 2020: $801,4592020Assets 2021: $808,753Liabilities 2021: $1Net Assets 2021: $808,7532021Assets 2022: $789,314Liabilities 2022: $0Net Assets 2022: $789,3142022Assets 2023: $788,893Liabilities 2023: $12023Assets 2024: $783,836Liabilities 2024: $0Net Assets 2024: $783,8362024

Highlighted filing

2014

Assets$116,032
Liabilities$0
Net Assets$116,032
Open 2014 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $5,047Expenses 2011: $5,869Net Income 2011: -$8222011Revenue 2012: $4,275Expenses 2012: $8,005Net Income 2012: -$3,7302012Revenue 2013: $8,880Expenses 2013: $8,122Net Income 2013: $7582013Revenue 2014: $12,751Expenses 2014: $9,591Net Income 2014: $3,1602014Revenue 2015: $8,575Expenses 2015: $9,480Net Income 2015: -$9052015Revenue 2016: $1,257Expenses 2016: $11,999Net Income 2016: -$10,7422016Revenue 2017: $404,355Expenses 2017: $12,800Net Income 2017: $391,5552017Revenue 2018: $420,782Expenses 2018: $13,133Net Income 2018: $407,6492018Revenue 2019: $26,904Expenses 2019: $43,783Net Income 2019: -$16,8792019Revenue 2020: -$37,250Expenses 2020: $49,860Net Income 2020: -$87,1102020Revenue 2021: $54,765Expenses 2021: $47,536Net Income 2021: $7,2292021Revenue 2022: $29,630Expenses 2022: $49,973Net Income 2022: -$20,3432022Revenue 2023: $52,452Expenses 2023: $53,780Net Income 2023: -$1,3282023Revenue 2024: $54,212Expenses 2024: $59,524Net Income 2024: -$5,3122024

Highlighted filing

2014

Revenue$12,751
Expenses$9,591
Net Income$3,160
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margery WeedTrustee-$0--
Christopher C WeedTrustee-$0--
Jeffrey J WeedTrustee-$0--
Jonathan S WeedTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Margery P Weed Family Charitable
EIN
06-6498862
Phone
8602438856
Address
400 Seabury Drive, Bloomfield, CT 06002

Signing Officer

Name
Margery Weed
Title
Trustee
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Pratesi Salemi & Company LLC
Address
18 North Main Street 3rd Floor, West Hartford, CT 06107
Preparer
John Salemi Jr CPA MST
Phone
8605191726
Raw XML Appendix297 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0750
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02164
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02164
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03160
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt089
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1185
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0116032
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0112872
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0116032
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07121
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0116
IRS990PF/FMVAssetsEOYAmt0143567
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0105725
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0108525
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02658
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0144293
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02204
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07237
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0144747
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margery Weed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christopher C Weed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeffrey J Weed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jonathan S Weed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 Seabury Drive 4196
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18 Sunnydale Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt235 Hoskins Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3869 Yorkshire Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bloomfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1West Hartford
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Bloomfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Thousand Oaks
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0National Resource Defense Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Oberlin Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Best Friends Animal Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Focus Fusion Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt040 W 40th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt123 Ericnord Way Suite 9
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25001 Angel Canyon Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O Box 232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oberlin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Kanab
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3South Bound Brook
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308880
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
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/AppliedToCurrentYearAmt02914
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05277
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07121
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08191
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04207
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05277
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0547
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bank service charges
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0191
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0356
TaxesSchedule/TaxesDetail/Amt0160
TaxesSchedule/TaxesDetail/Amt145
TaxesSchedule/TaxesDetail/CategoryTxt02013 990
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margery Weed
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Margery P Weed Family Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0066498862
ReturnHeader/Filer/PhoneNum08602438856
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 Seabury Drive
ReturnHeader/Filer/USAddress/CityNm0Bloomfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pratesi Salemi & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 North Main Street 3rd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006107
ReturnHeader/PreparerPersonGrp/PhoneNum08605191726
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Salemi Jr CPA MST
ReturnHeader/ReturnTs02015-05-12T12:21:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,032
Liabilities
$0
Net assets
$116,032
Revenue
$12,751
Expenses
$9,591
Net income
$3,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.54$0.60$0.05
2023Detailed filing. Detailed filing data is available for this year.$7.89$0.00$0.52$0.54$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.89$0.00$7.89$0.30$0.50$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.09$0.00$8.09$0.55$0.48$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.01$0.00$8.01$0.37$0.50$0.87
2019Detailed filing. Detailed filing data is available for this year.$8.87$0.00$0.27$0.44$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.04$0.00$9.04$4.21$0.13$4.08
2017Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$4.04$0.13$3.92
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.01$0.12$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.13$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.04$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.05$0.06$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits