Civic Intelligence

The Thoreau Society Inc

990 • Fiscal year 2017 • EIN 16-6035496

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 31, 2017

Organization Profilewww.thoreausociety.org

View Organization Page

341 Virginia RdConcord, MA 01742

(978) 369-5310

Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

43rd percentile

0.6%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$72,119

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$207,291

Up $13,356 (+6.9%) from 2016

Net Assets

Up

$189,422

Up $4,457 (+2.4%) from 2016

Liabilities

Up

$17,869

Up $8,899 (+99%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin43rd percentile

Revenue

Up

$287,953

Up $56,437 (+24%) from 2016

Expenses

Up

$286,229

Up $21,766 (+8.2%) from 2016

Net Income

Up

$1,724

Up $34,671 (+105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2011: $281,849Liabilities 2011: $10,856Net Assets 2011: $270,9932011Assets 2012: $262,890Liabilities 2012: $18,813Net Assets 2012: $244,0772012Assets 2013: $279,426Liabilities 2013: $29,336Net Assets 2013: $250,0902013Assets 2014: $270,690Liabilities 2014: $41,450Net Assets 2014: $229,2402014Assets 2015: $226,823Liabilities 2015: $3,874Net Assets 2015: $222,9492015Assets 2016: $193,935Liabilities 2016: $8,970Net Assets 2016: $184,9652016Assets 2017: $207,291Liabilities 2017: $17,869Net Assets 2017: $189,4222017Assets 2018: $265,036Liabilities 2018: $27,643Net Assets 2018: $237,3932018Assets 2019: $324,105Liabilities 2019: $23,023Net Assets 2019: $301,0822019Assets 2020: $349,378Liabilities 2020: $18,541Net Assets 2020: $330,8372020Assets 2021: $364,574Liabilities 2021: $50,083Net Assets 2021: $314,4912021Assets 2022: $424,719Liabilities 2022: $39,350Net Assets 2022: $385,3692022Assets 2023: $617,743Liabilities 2023: $164,326Net Assets 2023: $453,4172023Assets 2024: $696,724Liabilities 2024: $92,588Net Assets 2024: $604,1362024Assets 2025: $637,657Liabilities 2025: $64,024Net Assets 2025: $573,6332025

Highlighted filing

2017

Assets$207,291
Liabilities$17,869
Net Assets$189,422
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $240,3712011Expenses 2012: $264,5372012Expenses 2013: $258,0172013Revenue 2014: $261,588Expenses 2014: $287,947Net Income 2014: -$26,3592014Revenue 2015: $233,863Expenses 2015: $244,807Net Income 2015: -$10,9442015Revenue 2016: $231,516Expenses 2016: $264,463Net Income 2016: -$32,9472016Revenue 2017: $287,953Expenses 2017: $286,229Net Income 2017: $1,7242017Revenue 2018: $392,437Expenses 2018: $346,740Net Income 2018: $45,6972018Revenue 2019: $432,017Expenses 2019: $368,529Net Income 2019: $63,4882019Revenue 2020: $406,838Expenses 2020: $376,385Net Income 2020: $30,4532020Revenue 2021: $312,860Expenses 2021: $337,341Net Income 2021: -$24,4812021Revenue 2022: $499,367Expenses 2022: $428,866Net Income 2022: $70,5012022Revenue 2023: $661,651Expenses 2023: $592,375Net Income 2023: $69,2762023Revenue 2024: $497,912Expenses 2024: $376,380Net Income 2024: $121,5322024Revenue 2025: $363,566Expenses 2025: $399,879Net Income 2025: -$36,3132025

Highlighted filing

2017

Revenue$287,953
Expenses$286,229
Net Income$1,724
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$382,080
Mission and Program Overview

Mission

To honor Henry Thoreau, his philosophy and works

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$80,684$83,417▲ $2,733
Inventories for Sale or Use$46,597$59,934▲ $13,337
Cash and Non-Interest-Bearing Accounts$60,174$56,923▼ $3,251
Accounts Receivable$4,989--
Land, Buildings, and Equipment, Net$935$3,752▲ $2,817
Prepaid Expenses and Deferred Charges$556$3,265▲ $2,709
Total Assets$193,935$207,291▲ $13,356
Liabilities
Accounts Payable and Accrued Expenses$8,970$17,869▲ $8,899
Total Liabilities$8,970$17,869▲ $8,899
Net Assets / Fund Balance
Unrestricted Net Assets$142,237$145,270▲ $3,033
Permanently Rstr Net Assets$29,486$30,246▲ $760
Temporarily Rstr Net Assets$13,242$13,906▲ $664
Total Net Assets Fund Balance$184,965$189,422▲ $4,457
Total Liabilities and Net Assets / Fund Balance$193,935$207,291▲ $13,356

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,752$53,094$56,846
Other Securities$27,269--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$29,486-▲ $760-$30,246
2015$30,630-▼ $4,121-$26,509
2014$33,239-▲ $368-$33,607
2013$31,477-▲ $1,762-$33,239
2012$29,553-▲ $1,924-$31,477
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael FrederickExecutive DirectorFT$65,000$7,119$72,119

Board Members and Trustees

NameTitle
Michael SchleiferBoard President
Allen HardingDirector
Andrew CelentanoDirector
Barry AndrewsDirector
Harrison GlasgowDirector
Paul SchachtDirector
Rochelle JohnsonDirector
Ronald HoagDirector
Tom PotterDirector
Gayle MooreSecretary Clerk
Robert ClarkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,193
Program Service Revenue
$45,679
Investment Income
$1,410
Other Revenue
$92,671
All Other Contributions
$82,716
Change in Net Assets
$1,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$154,066
Other Expenses$132,163
Total Fundraising Expense$16,611
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,251--$66,251
Current Officers, Directors, Trustees, and Key Employees$53,000$6,625$6,625$66,250
Occupancy$13,807$11,400-$25,207
All Other Expenses$11,022$5,203-$16,225
Payroll Taxes$9,876$549$549$10,974
Other Employee Benefits$9,531$530$530$10,591
Other Expenses$7,221$436$8,907$7,657
Information Technology$5,105$51-$5,156
Insurance-$4,625-$4,625
Office Expenses$2,316$1,816-$4,132
Advertising$3,887--$3,887
Fees for Services Accounting-$3,000-$3,000
Fees for Services Legal-$1,900-$1,900
Depreciation Depletion-$785-$785
Travel-$526-$526
Total Functional Expenses$232,172$37,446$16,611$286,229
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Their is a CPA on the Organizations Board that will review the Form 990. No formal Board review will take place prior to filing. The Exec. Director will review and ask any questions/ make corrections as needed. Additionally, the organization has a CPA on the Board to ask questions or look over any sections of the 990 as requested by the Exec. Director (as needed).”

CEO executive director top management comp Part VI line 15A

“The Boards Fincom committee recommends the budget to the Board which includes all salaries for all staff including the ED. The Board utilizes data available to determine a fair wage. After this review, the Board approves salaries and other expenditures.”

Other officer or key employee compensation Part VI line 15B

“The Boards Fincom committee recommends the budget to the Board which includes all salaries for all staff including the ED. The Board utilizes data available to determine a fair wage. After this review, the Board approves salaries and other expenditures.”

Governing documents etc available to public Part VI line 19

“The financial statements, form 990 and MA public charities form are available upon request and also on the Massachusetts AG office website. Certain governing documents are available to the public via the Massachusetts AGs website.”

Filing and Contact Details

Filer

Filer Name
Thoreau Society Inc
EIN
16-6035496
Address
341 Virginia Rd, Concord, MA 01742

Signing Officer

Name
Michael Frederick
Title
Executive Direc
Signed
2017-07-31
Discuss with paid preparer
No

Organization Details

Formed
1950
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
11

Preparer

Firm
Melissa Gilroy CPA
Address
80 Greenacre Rd, Westwood, MA 02090
Preparer
Melissa Gilroy
Phone
7816964019
Supplemental Narrative

Additional Explanations

General explanation attachment

“The organization is the drafting phase for creating the organizations written conflict of interest policy, whistle blower policy, document retention policies. The organization expects to put these new policies into effect in their fiscal year ending 3/31/2012.”

Raw XML AppendixShowing 400 of 477 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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IRS990/OtherExpensesGrp/ProgramServicesAmt27221
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IRS990/PayrollTaxesGrp/FundraisingAmt0549
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0549
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IRS990/PayrollTaxesGrp/TotalAmt010974
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt029486
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt030246
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0556
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0120180
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01405
IRS990/PYOtherExpensesAmt0133286
IRS990/PYOtherRevenueAmt072670
IRS990/PYProgramServiceRevenueAmt037261
IRS990/PYRevenuesLessExpensesAmt0-32947
IRS990/PYSalariesCompEmpBnftPaidAmt0131177
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IRS990/PYTotalRevenueAmt0231516
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01724
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt07409
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0232708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0103960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0100012
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06723
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt0878
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0100012
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IRS990ScheduleA/TotalSupportAmt0976559
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleD/TotalBookValueSecuritiesAmt083417
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Their is a CPA on the Organizations Board that will review the Form 990. No formal Board review will take place prior to filing. The Exec. Director will review and ask any questions/ make corrections as needed. Additionally, the organization has a CPA on the Board to ask questions or look over any sections of the 990 as requested by the Exec. Director (as needed).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Boards Fincom committee recommends the budget to the Board which includes all salaries for all staff including the ED. The Board utilizes data available to determine a fair wage. After this review, the Board approves salaries and other expenditures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Boards Fincom committee recommends the budget to the Board which includes all salaries for all staff including the ED. The Board utilizes data available to determine a fair wage. After this review, the Board approves salaries and other expenditures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The financial statements, form 990 and MA public charities form are available upon request and also on the Massachusetts AG office website. Certain governing documents are available to the public via the Massachusetts AGs website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization is the drafting phase for creating the organizations written conflict of interest policy, whistle blower policy, document retention policies. The organization expects to put these new policies into effect in their fiscal year ending 3/31/2012.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt013242
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt013906
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,291
Liabilities
$17,869
Net assets
$189,422
Revenue
$287,953
Expenses
$286,229
Net income
$1,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.38$0.64$5.74$3.64$4.00$0.36
2024Summary only. Only limited summary data is available for this year.$6.97$0.93$6.04$4.98$3.76$1.22
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$1.64$4.53$6.62$5.92$0.69
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$0.39$3.85$4.99$4.29$0.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.50$3.14$3.13$3.37$0.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.19$3.31$4.07$3.76$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.23$3.01$4.32$3.69$0.63
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.28$2.37$3.92$3.47$0.46
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.18$1.89$2.88$2.86$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.09$1.85$2.32$2.64$0.33
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.04$2.23$2.34$2.45$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.41$2.29$2.62$2.88$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.29$2.50$2.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.19$2.44$2.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.11$2.71$2.40