Civic Intelligence

Holt & Bugbee Foundation Inc.

990PF • Fiscal year 2021 • EIN 20-0446975

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
1600 Shawsheen StreetTewksbury, MA 01876-0037

(978) 851-7201

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

76th percentile

32%

Higher net margin than 76% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

3.5%

Faster asset growth than 50% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

238%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$268,978

Up $8,994 (+3.5%) from 2020

Net Assets

Up

$268,978

Up $8,994 (+3.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin76th percentile

Revenue

Up

$27,844

Up $19,602 (+238%) from 2020

Expenses

Down

$18,850

Down $26,567 (-58%) from 2020

Net Income

Up

$8,994

Up $46,169 (+124%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2011: $300,318Liabilities 2011: $02011Assets 2012: $287,995Liabilities 2012: $02012Assets 2013: $298,097Liabilities 2013: $02013Assets 2014: $355,870Liabilities 2014: $02014Assets 2015: $317,006Liabilities 2015: $02015Assets 2019: $297,159Liabilities 2019: $0Net Assets 2019: $297,1592019Assets 2020: $259,984Liabilities 2020: $0Net Assets 2020: $259,9842020Assets 2021: $268,978Liabilities 2021: $0Net Assets 2021: $268,9782021Assets 2022: $303,969Liabilities 2022: $0Net Assets 2022: $303,9692022Assets 2023: $301,456Liabilities 2023: $0Net Assets 2023: $301,4562023Assets 2024: $277,843Liabilities 2024: $0Net Assets 2024: $277,8432024

Highlighted filing

2021

Assets$268,978
Liabilities$0
Net Assets$268,978
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2011: $16,430Expenses 2011: $16,529Net Income 2011: -$992011Revenue 2012: $10,603Expenses 2012: $22,926Net Income 2012: -$12,3232012Revenue 2013: $26,925Expenses 2013: $16,823Net Income 2013: $10,1022013Revenue 2014: $82,344Expenses 2014: $24,571Net Income 2014: $57,7732014Revenue 2015: $14,021Expenses 2015: $53,714Net Income 2015: -$39,6932015Revenue 2019: $20,243Expenses 2019: $19,269Net Income 2019: $9742019Revenue 2020: $8,242Expenses 2020: $45,417Net Income 2020: -$37,1752020Revenue 2021: $27,844Expenses 2021: $18,850Net Income 2021: $8,9942021Revenue 2022: $78,720Expenses 2022: $43,729Net Income 2022: $34,9912022Revenue 2023: $56,189Expenses 2023: $58,702Net Income 2023: -$2,5132023Revenue 2024: $52,093Expenses 2024: $75,706Net Income 2024: -$23,6132024

Highlighted filing

2021

Revenue$27,844
Expenses$18,850
Net Income$8,994
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP T PIERCEPresident And Director-$0--
ROGER C PIERCE JRTreasurer And Director-$0--
REBECCA PIERCEClerk And Director-$0--
Filing and Contact Details

Filer

Filer Name
Holt & Bugbee Foundation Inc
EIN
20-0446975
Phone
9788517201
Address
1600 SHAWSHEEN STREET, TEWKSBURY, MA 01876-0037

Signing Officer

Name
Phillip T Pierce
Title
Trustee
Phone
9788517201
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
951 NORTH MAIN STREET, PROVIDENCE, RI 02904
Preparer
Sandy Ross
Phone
4012742001
Raw XML Appendix323 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013057
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017123
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013057
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017123
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022236
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt147
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05207
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05207
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TaxesSchedule/TaxesDetail/Amt150
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP T PIERCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09788517201
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLT & BUGBEE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0200446975
ReturnHeader/Filer/PhoneNum09788517201
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050409384
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0951 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002904
ReturnHeader/PreparerPersonGrp/PhoneNum04012742001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDY ROSS
ReturnHeader/ReturnTs02022-05-16T14:31:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHILLIP
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PIERCE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,978
Liabilities
$0
Net assets
$268,978
Revenue
$27,844
Expenses
$18,850
Net income
$8,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.52$0.76$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.56$0.59$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.79$0.44$0.35
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.28$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.08$0.45$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.20$0.19$0.01
2015Summary only. Only limited summary data is available for this year.$3.17$0.00$0.14$0.54$0.40
2014Summary only. Only limited summary data is available for this year.$3.56$0.00$0.82$0.25$0.58
2013Summary only. Only limited summary data is available for this year.$2.98$0.00$0.27$0.17$0.10
2012Summary only. Only limited summary data is available for this year.$2.88$0.00$0.11$0.23$0.12
2011Summary only. Only limited summary data is available for this year.$3.00$0.00$0.16$0.17$0.00