Civic Intelligence

South Mountain Company Foundation

EIN 16-1628987 • West Tisbury, MA

PO Box 1260West Tisbury, MA 02575-1260
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

47th percentile

0.0%

Higher net margin than 47% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-83%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Flat

$10,001

Flat from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Flat

$10,001

Flat from 2024

Revenue

Down

$1,900

Down $9,484 (-83%) from 2024

Expenses

Down

$1,900

Down $11,470 (-86%) from 2024

Net Income

Up

$0

Up $1,986 (+100%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0-$20KAssets 2012: $6,997Liabilities 2012: $02012Assets 2013: $28,929Liabilities 2013: $02013Assets 2014: $4,176Liabilities 2014: $02014Assets 2015: $7,567Liabilities 2015: $02015Assets 2016: $8,875Liabilities 2016: $02016Assets 2017: $50,149Liabilities 2017: $0Net Assets 2017: $50,1492017Assets 2018: $45,418Liabilities 2018: $0Net Assets 2018: $45,4182018Assets 2019: $30,337Liabilities 2019: $0Net Assets 2019: $30,3372019Assets 2020: $0Liabilities 2020: $2,344Net Assets 2020: -$2,3442020Assets 2021: $31,568Liabilities 2021: $637Net Assets 2021: $30,9312021Assets 2022: $23,334Liabilities 2022: $0Net Assets 2022: $23,3342022Assets 2023: $11,987Liabilities 2023: $0Net Assets 2023: $11,9872023Assets 2024: $10,001Liabilities 2024: $0Net Assets 2024: $10,0012024Assets 2025: $10,001Liabilities 2025: $0Net Assets 2025: $10,0012025

Highlighted filing

2025

Assets$10,001
Liabilities$0
Net Assets$10,001

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $25,504Expenses 2012: $18,807Net Income 2012: $6,6972012Revenue 2013: $45,002Expenses 2013: $23,070Net Income 2013: $21,9322013Revenue 2014: $10,002Expenses 2014: $34,755Net Income 2014: -$24,7532014Revenue 2015: $68,476Expenses 2015: $65,085Net Income 2015: $3,3912015Revenue 2016: $46,893Expenses 2016: $45,585Net Income 2016: $1,3082016Revenue 2017: $78,840Expenses 2017: $37,566Net Income 2017: $41,2742017Revenue 2018: $44,004Expenses 2018: $43,735Net Income 2018: $2692018Revenue 2019: $4Expenses 2019: $15,085Net Income 2019: -$15,0812019Revenue 2020: $16,053Expenses 2020: $38,484Net Income 2020: -$22,4312020Revenue 2021: $52,177Expenses 2021: $31,985Net Income 2021: $20,1922021Revenue 2022: $28,125Expenses 2022: $35,722Net Income 2022: -$7,5972022Revenue 2023: $18,741Expenses 2023: $27,505Net Income 2023: -$8,7642023Revenue 2024: $11,384Expenses 2024: $13,370Net Income 2024: -$1,9862024Revenue 2025: $1,900Expenses 2025: $1,900Net Income 2025: $02025

Highlighted filing

2025

Revenue$1,900
Expenses$1,900
Net Income$0

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$1.90$1.90$0.00
2024Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$11.4$13.4$1.99
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$18.7$27.5$8.76
2022Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$28.1$35.7$7.60
2021Detailed filing. Detailed filing data is available for this year.$31.6$0.64$30.9$52.2$32.0$20.2
2020Detailed filing. Detailed filing data is available for this year.$0.00$2.34$2.34$16.1$38.5$22.4
2019Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$0.00$15.1$15.1
2018Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$44.0$43.7$0.27
2017Detailed filing. Detailed filing data is available for this year.$50.1$0.00$50.1$78.8$37.6$41.3
2016Summary only. Only limited summary data is available for this year.$8.88$0.00$46.9$45.6$1.31
2015Summary only. Only limited summary data is available for this year.$7.57$0.00$68.5$65.1$3.39
2014Summary only. Only limited summary data is available for this year.$4.18$0.00$10.0$34.8$24.8
2013Summary only. Only limited summary data is available for this year.$28.9$0.00$45.0$23.1$21.9
2012Summary only. Only limited summary data is available for this year.$7.00$0.00$25.5$18.8$6.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEIRDRE BOHANTrustee-$0--
SIOBHAN MULLINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
South Mountain Company Foundation
EIN
16-1628987
Phone
5086934250
Address
PO BOX 1260, WEST TISBURY, MA 02575-1260

Signing Officer

Name
Deirdre Bohan
Title
Trustee
Phone
5086934250
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Bruce Mayer CPA
Phone
6082744020
Raw XML Appendix236 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/SummaryOfDirectChrtblActyGrp/Description1Txt0SOUTH MOUNTAIN COMPANY FOUNDATION WAS CREATED BY SOUTH MOUNTAIN COMPANY TO MAKE CHARITABLE DONATIONS IN A WAY THAT REFLECTS THE VALUES AND INTERESTS OF THE OWNERS AND EMPLOYEES OF SOUTH MOUNTAIN COMPANY. THE FOUNDATION IS ONE ASPECT OF OUR COMMITMENT TO OUR COMMUNITY AND TO SOCIAL CHANGE.THE FOUNDATION DISTRIBUTES THE MAJORITY OF FUNDS TO LOCAL ORGANIZATIONS, WITH A STRONG EMPHASIS ON AFFORDABLE HOUSING, LOCAL FOOD, AND RENEWABLE ENERGY. THE REMAINING FUNDS ARE DISTRIBUTED TO ORGANIZATIONS IN THE FOLLOWING CATEGORIES: CONSERVATION & ENVIRONMENT, SCHOOLS & CHILDREN, HEALTH & SOCIAL SERVICES, ARTS & CULTURE, AND GLOBAL POVERTY RELIEF. WE ALSO KEEP A SET-ASIDE FOR EMERGENCY DISASTER RELIEF EFFORTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0MARTHA'S VINEYARD FELLOWSHIP PROGRAM: THE ORGANIZATION HAS A FISCAL SPONSORSHIP AGREEMENT WITH MARTHA'S VINEYARD CONSTRUCTION AND DEMOLITION WASTE PROJECT "THE PROJECT". SOUTH MOUNTAIN COMPANY FOUNDATION, THE "SPONSOR", RECEIVES CONTRIBUTIONS AND GIFTS EITHER FROM THE VISION FELLOWSHIP OR FROM OTHER SOURCES, IF AWARDED, TO BE USED FOR THE PROJECT. THE SPONSOR WILL DISTRIBUTE THOSE FUNDS TO OR ON BEHALF OF THE PROJECT. THE PROJECT FOCUSES ON THE CONSTRUCTION AND DEMOLITION WASTE (C&D WASTE) PORTION OF THE ISLAND'S WASTE STREAM. THE GOALS ARE TO QUANTIFY AND CATEGORIZE IT, EVALUATE PAST AND PRESENT PRACTICES OF HANDLING AND DISPOSAL, AND TO WORK WITH STAKEHOLDERS IN DEVELOPING PILOT PROGRAMS TO REDIRECT AS MUCH AS POSSIBLE OF THE C&D WASTE TO RECYCLING, REUSE, AND OTHER INNOVATIVE WAYS OF REDUCTION.
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEIRDRE BOHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05086934250
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH MOUNTAIN COMPANY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0161628987
ReturnHeader/Filer/PhoneNum05086934250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1260
ReturnHeader/Filer/USAddress/CityNm0WEST TISBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0025751260
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE MAYER CPA
ReturnHeader/ReturnTs02025-10-30T16:36:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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