Civic Intelligence

Kessler-Sachs Charitable Foundation Tr

990PF • Fiscal year 2013 • EIN 11-6524719

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 17, 2014

Organization Profile
100 Marlborough CourtHolliston, MA 11570

(516) 764-1661

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

8th percentile

-71%

Higher net margin than 8% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

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.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

36th percentile

-3.9%

Faster asset growth than 36% of similar nonprofits.

2013 filings • <$500k 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 / Assets58th percentile

Assets

Down

$278,891

Down $11,280 (-3.9%) from 2012

Net Assets

Down

$278,891

Down $11,280 (-3.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

$15,867

No earlier filing loaded for comparison.

Expenses

Up

$27,147

Up $23,162 (+581%) from 2012

Net Income

-$11,280

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$400K$300K$200K$100K$0Assets 2011: $289,126Liabilities 2011: $0Net Assets 2011: $289,1262011Assets 2012: $290,171Liabilities 2012: $0Net Assets 2012: $290,1712012Assets 2013: $278,891Liabilities 2013: $0Net Assets 2013: $278,8912013Assets 2014: $264,162Liabilities 2014: $1Net Assets 2014: $264,1622014Assets 2015: $271,890Liabilities 2015: $18,182Net Assets 2015: $253,7082015Assets 2016: $256,870Liabilities 2016: $12,578Net Assets 2016: $244,2922016Assets 2017: $270,953Liabilities 2017: $0Net Assets 2017: $270,9532017Assets 2018: $272,810Liabilities 2018: $0Net Assets 2018: $272,8102018Assets 2019: $277,022Liabilities 2019: $13,571Net Assets 2019: $263,4512019Assets 2020: $294,038Liabilities 2020: $2,6132020Assets 2021: $310,791Liabilities 2021: $3,263Net Assets 2021: $307,5282021Assets 2022: $328,055Liabilities 2022: $0Net Assets 2022: $328,0552022Assets 2023: $314,425Liabilities 2023: $22,2502023Assets 2024: $323,778Liabilities 2024: $43,134Net Assets 2024: $280,6442024

Highlighted filing

2013

Assets$278,891
Liabilities$0
Net Assets$278,891
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $24,4822011Expenses 2012: $3,9852012Revenue 2013: $15,867Expenses 2013: $27,147Net Income 2013: -$11,2802013Revenue 2014: $10,938Expenses 2014: $25,667Net Income 2014: -$14,7292014Revenue 2015: $17,499Expenses 2015: $27,953Net Income 2015: -$10,4542015Revenue 2016: $14,995Expenses 2016: $24,411Net Income 2016: -$9,4162016Revenue 2017: $46,161Expenses 2017: $19,500Net Income 2017: $26,6612017Revenue 2018: $25,836Expenses 2018: $23,979Net Income 2018: $1,8572018Revenue 2019: $17,311Expenses 2019: $26,670Net Income 2019: -$9,3592019Revenue 2020: $38,485Expenses 2020: $10,232Net Income 2020: $28,2532020Revenue 2021: $50,511Expenses 2021: $34,687Net Income 2021: $15,8242021Revenue 2022: $27,009Expenses 2022: $6,482Net Income 2022: $20,5272022Revenue 2023: $23,981Expenses 2023: $59,861Net Income 2023: -$35,8802023Revenue 2024: $40,943Expenses 2024: $52,474Net Income 2024: -$11,5312024

Highlighted filing

2013

Revenue$15,867
Expenses$27,147
Net Income-$11,280
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 17, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMA SACHS KESSLERTrustee-$0--
Filing and Contact Details

Filer

EIN
11-6524719
Phone
5167641661

Signing Officer

Name
Norma Sachs Kessler
Title
Trustee
Phone
5167641661
Signed
2014-04-17

Preparer

Preparer
Brian G Brown
Phone
6316910461
Raw XML AppendixShowing 400 of 688 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0616
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-989
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21207
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-128
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4585
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-229
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-1276
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-617
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt85669
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-3460
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-1356
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-316
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12459
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13-350
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-33
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-169
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-158
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-568
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-110
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19434
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt202121
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21125
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22283
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23240
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt241962
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25447
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26834
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27633
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-79
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29-644
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt301150
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31339
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32420
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33478
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34679
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMAZON.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMER EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICA MOVIL S.A.B. DE C.V. SER L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BANK OF AMERICA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BERKSHIRE HATHAWAY INC NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BRITISH AMER TOBACCO PLC GB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHINA MOBILE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CITIGROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NOVO NORDISK ADR DENMARK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PETROLEO BRASILEIRO SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PHILIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47RIO TINTO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ROYAL BANK OF CANADA CAD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SANOFI-AVENTIS SA SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SAP AG SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SIEMENS A G SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TAIWAN SEMICONDUCTOR MFG CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TOYOTA MOTOR CORP NEW JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55UBS AG FISHER EN BIG CAP GROWTH

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Filings

Displayed year

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

Open filing
Assets
$278,891
Liabilities
$0
Net assets
$278,891
Revenue
$15,867
Expenses
$27,147
Net income
-$11,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.24$0.43$2.81$0.41$0.52$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.22$0.24$0.60$0.36
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.27$0.06$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.03$3.08$0.51$0.35$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.03$0.38$0.10$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.14$2.63$0.17$0.27$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.26$0.24$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.46$0.20$0.27
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.57$0.13$2.44$0.15$0.24$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.18$2.54$0.17$0.28$0.10
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.64$0.00$2.64$0.11$0.26$0.15
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.16$0.27$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.04
2011Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.24