Civic Intelligence

The Lavoie Foundation

990PF • Fiscal year 2019 • EIN 06-6754341

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 13, 2019

Organization Profile
74 Cardinal CircleLudlow, MA 01056

(413) 589-7437

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2016 to 2019

Revenue Growth

38th percentile

-7.2%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$135,956

Down $2,453 (-1.8%) from 2016

Net Assets

Down

$135,956

Down $2,453 (-1.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin22nd percentile

Revenue

Down

$6,503

Down $1,638 (-20%) from 2016

Expenses

Down

$7,510

Down $680 (-8.3%) from 2016

Net Income

Down

-$1,007

Down $958 (-1955%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2011: $125,767Liabilities 2011: $02011Assets 2012: $125,649Liabilities 2012: $0Net Assets 2012: $125,6492012Assets 2013: $132,763Liabilities 2013: $0Net Assets 2013: $132,7632013Assets 2014: $132,606Liabilities 2014: $0Net Assets 2014: $132,6062014Assets 2015: $138,458Liabilities 2015: $0Net Assets 2015: $138,4582015Assets 2016: $138,409Liabilities 2016: $0Net Assets 2016: $138,4092016Assets 2019: $135,956Liabilities 2019: $0Net Assets 2019: $135,9562019Assets 2020: $136,176Liabilities 2020: $0Net Assets 2020: $136,1762020Assets 2021: $134,214Liabilities 2021: $0Net Assets 2021: $134,2142021Assets 2022: $135,322Liabilities 2022: $0Net Assets 2022: $135,3222022Assets 2023: $134,077Liabilities 2023: $02023Assets 2024: $142,365Liabilities 2024: $0Net Assets 2024: $142,3652024Assets 2025: $131,202Liabilities 2025: $0Net Assets 2025: $131,2022025

Highlighted filing

2019

Assets$135,956
Liabilities$0
Net Assets$135,956
Open 2019 Filing

Operations Trend

Revenue Growth38th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $6,976Expenses 2011: $9,339Net Income 2011: -$2,3632011Expenses 2012: $6,0832012Revenue 2013: $14,322Expenses 2013: $7,208Net Income 2013: $7,1142013Revenue 2014: $8,657Expenses 2014: $8,814Net Income 2014: -$1572014Revenue 2015: $15,201Expenses 2015: $9,349Net Income 2015: $5,8522015Revenue 2016: $8,141Expenses 2016: $8,190Net Income 2016: -$492016Revenue 2019: $6,503Expenses 2019: $7,510Net Income 2019: -$1,0072019Revenue 2020: $7,339Expenses 2020: $7,669Net Income 2020: -$3302020Revenue 2021: $7,143Expenses 2021: $9,105Net Income 2021: -$1,9622021Revenue 2022: $7,046Expenses 2022: $4,860Net Income 2022: $2,1862022Revenue 2023: $7,851Expenses 2023: $7,851Net Income 2023: $02023Revenue 2024: $8,564Expenses 2024: $2,932Net Income 2024: $5,6322024Revenue 2025: $3,656Expenses 2025: $14,819Net Income 2025: -$11,1632025

Highlighted filing

2019

Revenue$6,503
Expenses$7,510
Net Income-$1,007
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON R LAVOIETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lavoie Foundation
EIN
06-6754341
Phone
4135897437
Address
74 CARDINAL CIRCLE, LUDLOW, MA 01056

Signing Officer

Name
Aaron R Lavoie
Title
Trustee
Phone
4135897437
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Accounting & Tax Service
Address
169 Grove St, CHICOPEE, MA 01020
Preparer
Glen a Ladd
Phone
4135929115
Raw XML Appendix327 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0GLEN A LADD ACCOUNTING & TAX SERVICE ACCOUNTING & TAX SERVICE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt06503
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06503
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06503
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05693
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06503
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06503
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06503
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1007
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06503
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0930shs. INVESCO BULLETSHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1495
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1007
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01495
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0137451
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0138458
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0135956
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06152
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06152
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06152
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06276
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0124
IRS990PF/DistributableAmountGrp/TotalTaxAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0127337
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt095988
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt095988
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01434
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0407
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0407
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0137024
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0135549
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0126930
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt042470
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt039968
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0138458
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0135956
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0127337
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0138458
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0135956
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0138458
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0135956
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0127441
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02305
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0125136
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01912
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06276
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0125529
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0127441
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AARON R LAVOIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt074 CARDINAL CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LUDLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd001056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt06539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt07761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.083392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.017561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0125529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0131008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0130970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0128255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0135556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0140525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.260477
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06400
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06400
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06400
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0AARON R LAVOIE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt074 CARDINAL CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LUDLOW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001056
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04135897437
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUESTS WITH DETAILS ON THE CURRENT ACTIVITIES OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE LAVOIE FOUNDATION CO AARON R LA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04135897437
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt074 CARDINAL CIRCLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LUDLOW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001056
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE TO ROMAN CATHOLIC AND RELATED ENTITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY 31st EACH YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPSFOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORTENTITY'SMISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORTENTITY'SMISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE PIARIST SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JOHN THE BAPTIST SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RONALD MCDONALD HOUSE OF SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SHRINERS HOSPITALS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUB CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUB CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07279 STATE RTE 321 PO BOX 369
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1181 HUBBARD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt234 CHAPIN TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32900 NORTH ROCKY POINT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HAGERHILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LUDLOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd041222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06400
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/AppliedToCurrentYearAmt04769
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01631
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
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/QualifyingDistributionsAmt06400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01383
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01631
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01495
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0REALIZED LOSS ON SALE OF 930shs INVESCO BULLETSHARES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA ATTY GENL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSES (MLYNCH)
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt075
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON R LAVOIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04135897437
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LAVOIE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAVO
ReturnHeader/Filer/EIN0066754341
ReturnHeader/Filer/PhoneNum04135897437
ReturnHeader/Filer/USAddress/AddressLine1Txt074 CARDINAL CIRCLE
ReturnHeader/Filer/USAddress/CityNm0LUDLOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001056
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021769969B71BC17402AC46931A084DABB971D0B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0314D43EF6C232DA9E327EC99BA09A7BC4C5D2AB8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.240.228.17
ReturnHeader/FilingSecurityInformation/IPDt02019-12-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:10:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0169 Grove St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICOPEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001020
ReturnHeader/PreparerPersonGrp/PhoneNum04135929115
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLEN A LADD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-12-05T13:10:13-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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
$135,956
Liabilities
$0
Net assets
$135,956
Revenue
$6,503
Expenses
$7,510
Net income
-$1,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.15$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09$0.03$0.06
2023Summary only. Only limited summary data is available for this year.$1.34$0.00$0.08$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.07$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.15$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.09$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.14$0.07$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06
2011Summary only. Only limited summary data is available for this year.$1.26$0.00$0.07$0.09$0.02