Civic Intelligence

Harold Weston Foundation

990PF • Fiscal year 2020 • EIN 11-3559712

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

177 Ten Stones CirCharlotte, VT 05445-9097

(646) 468-3511

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-266%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

32nd percentile

-1.2%

Faster asset growth than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-19%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,595,841

Down $30,299 (-1.2%) from 2019

Net Assets

$2,595,841

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,992

Down $453 (-19%) from 2019

Expenses

Down

$7,291

Down $936 (-11%) from 2019

Net Income

Up

-$5,299

Up $483 (+8.4%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,542,203Liabilities 2011: $02011Assets 2012: $2,623,840Liabilities 2012: $02012Assets 2013: $2,623,331Liabilities 2013: $02013Assets 2014: $2,618,001Liabilities 2014: $02014Assets 2015: $2,643,297Liabilities 2015: $02015Assets 2019: $2,626,140Liabilities 2019: $02019Assets 2020: $2,595,841Liabilities 2020: $0Net Assets 2020: $2,595,8412020Assets 2021: $2,592,227Liabilities 2021: $0Net Assets 2021: $2,592,2272021Assets 2022: $2,683,753Liabilities 2022: $0Net Assets 2022: $2,683,7532022Assets 2023: $2,922,936Liabilities 2023: $0Net Assets 2023: $2,922,9362023Assets 2024: $3,007,365Liabilities 2024: $0Net Assets 2024: $3,007,3652024

Highlighted filing

2020

Assets$2,595,841
Liabilities$0
Net Assets$2,595,841

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: -$24Expenses 2011: $4,037Net Income 2011: -$4,0612011Revenue 2012: $84,462Expenses 2012: $2,825Net Income 2012: $81,6372012Revenue 2013: $4,102Expenses 2013: $4,611Net Income 2013: -$5092013Revenue 2014: $6,601Expenses 2014: $11,931Net Income 2014: -$5,3302014Revenue 2015: $40,958Expenses 2015: $15,662Net Income 2015: $25,2962015Revenue 2019: $2,445Expenses 2019: $8,227Net Income 2019: -$5,7822019Revenue 2020: $1,992Expenses 2020: $7,291Net Income 2020: -$5,2992020Revenue 2021: $2,087Expenses 2021: $5,701Net Income 2021: -$3,6142021Revenue 2022: $58,917Expenses 2022: $7,422Net Income 2022: $51,4952022Revenue 2023: $148,738Expenses 2023: $28,042Net Income 2023: $120,6962023Revenue 2024: $16,123Expenses 2024: $29,766Net Income 2024: -$13,6432024

Highlighted filing

2020

Revenue$1,992
Expenses$7,291
Net Income-$5,299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara W FosterPresidentPT$0--
Rebecca FosterTreasurer-$0--
Cheryl BootsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harold Weston Foundation
EIN
11-3559712
In Care Of
% Rebecca Foster
Address
177 Ten Stones Cir, CHARLOTTE, VT 05445-9097

Signing Officer

Name
Rebecca Foster
Title
Treasurer
Signed
2021-11-03
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02601140
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02595841
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0278172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02550
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04211
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013826
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0276511
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Barbara W Foster
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Rebecca Foster
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cheryl Boots
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07 Coniston Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1177 Ten Stones Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21612 Lincoln Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0West Chester
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Bethlehem
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0826
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt01749
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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt06047
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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0702
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt01487
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02001-08-22
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt08616
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06561
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06561
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06561
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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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/IndividualWithBooksNm0Rebecca Foster
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0177 Ten Stones Circle
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Charlotte
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd005445
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06464683511
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.haroldweston.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Database - Continued outreach to public institutions and collectors to locate and document Weston works of art. Volunteer labor; expenses related to computer office supplies and postage.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Website - Continued updates to website. Volunteer labor.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Conservation and Collections Management - The collection was safely housed in art storage and some works required art conservation work. Volunteer labor at the Foundation; expenses related to conservation storage and insurance.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0Exhibitions - The Foundation coordinated and donated to the Philadelphia Museum of Art a handmade replica of a Weston frame for the museum's prized Weston painting which is currently on view in the permanent collection. Volunteer labor at the Foundation; expenses related to research and framing.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0473
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt03090
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt02410
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None

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