Civic Intelligence

Charter Charitable Foundation

990PF • Fiscal year 2012 • EIN 20-0471816

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 15, 2013

Organization Profile
90 North Main Street03301
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

46th percentile

0.3%

Faster asset growth than 46% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$5,787,184

Up $17,846 (+0.3%) from 2011

Net Assets

Up

$5,787,184

Up $17,846 (+0.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$444,032

Up $18,657 (+4.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$10M$5.0M$0Assets 2010: $5,768,679Liabilities 2010: $0Net Assets 2010: $5,768,6792010Assets 2011: $5,769,338Liabilities 2011: $0Net Assets 2011: $5,769,3382011Assets 2012: $5,787,184Liabilities 2012: $0Net Assets 2012: $5,787,1842012Assets 2013: $5,739,362Liabilities 2013: $0Net Assets 2013: $5,739,3622013Assets 2014: $5,820,665Liabilities 2014: $0Net Assets 2014: $5,820,6652014Assets 2015: $5,771,680Liabilities 2015: $0Net Assets 2015: $5,771,6802015Assets 2016: $5,705,069Liabilities 2016: $0Net Assets 2016: $5,705,0692016Assets 2017: $5,938,078Liabilities 2017: $0Net Assets 2017: $5,938,0782017Assets 2018: $5,948,949Liabilities 2018: $0Net Assets 2018: $5,948,9492018Assets 2019: $6,928,949Liabilities 2019: $0Net Assets 2019: $6,928,9492019Assets 2020: $7,592,952Liabilities 2020: $0Net Assets 2020: $7,592,9522020Assets 2021: $8,032,889Liabilities 2021: $0Net Assets 2021: $8,032,8892021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2012

Assets$5,787,184
Liabilities$0
Net Assets$5,787,184
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $454,6502010Expenses 2011: $425,3752011Expenses 2012: $444,0322012Revenue 2013: $259,401Expenses 2013: $373,186Net Income 2013: -$113,7852013Revenue 2014: $453,030Expenses 2014: $372,408Net Income 2014: $80,6222014Revenue 2015: $369,201Expenses 2015: $418,334Net Income 2015: -$49,1332015Revenue 2016: $518,651Expenses 2016: $585,362Net Income 2016: -$66,7112016Revenue 2017: $1,157,767Expenses 2017: $918,728Net Income 2017: $239,0392017Revenue 2018: $441,829Expenses 2018: $430,628Net Income 2018: $11,2012018Revenue 2019: $1,397,013Expenses 2019: $416,758Net Income 2019: $980,2552019Revenue 2020: $1,117,432Expenses 2020: $455,182Net Income 2020: $662,2502020Revenue 2021: $913,988Expenses 2021: $473,297Net Income 2021: $440,6912021Revenue 2022: $1,680,010Expenses 2022: $433,181Net Income 2022: $1,246,8292022

Highlighted filing

2012

Revenue-
Expenses$444,032
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN A ALBRECHTChairman/Director-$0--
CYNTHIA WENTWORTHDirector-$0--
HEATHER DOCKHAMAsst Sec / D-$0--
ELIZABETH R KAPPDirector-$0--
KATHRYN WOOFINMng Director / Tr-$0--
CHRISTINE DONOVANDirector/Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERALPUBLIC CHARICONCORD, NH, US$190,000
Paid Grant-GENERAL/FORESTRYPUBLIC CHARIANDOVER, NH, US$44,000
Paid Grant-GENERALPUBLIC CHARICOLUMBUS, OH, US$20,000
Paid Grant-GENERALPUBLIC CHARICRANFORD, NJ, US$20,000
Paid Grant-GENERALPUBLIC CHARIWASHINGTON, DC, US$20,000
Paid Grant-GENERALPUBLIC CHARIWASHINGTON, DC, US$20,000
Paid Grant-GENERALPUBLIC CHARIAMHERST, NY, US$20,000
Paid Grant-GENERALPUBLIC CHARICONCORD, NH, US$17,000
Paid Grant-GENERALPUBLIC CHARIAMHERST, NY, US$12,000
Paid Grant-GENERALPUBLIC CHARICONCORD, NH, US$10,000
Paid Grant-GENERALPUBLIC CHARIPLYMOUTH, NH, US$8,000
Paid Grant-GENERALPUBLIC CHARIMANCHESTER, NH, US$5,000
Paid Grant-GENERALPUBLIC CHARIPLYMOUTH, NH, US$4,000
Paid Grant-GENERALPUBLIC CHARISANBORTON, NH, US$3,000
Paid Grant-GENERALPUBLIC CHARIDURHAM, NH, US$3,000
Paid Grant-2013 SUMMER UNIFORMSPUBLIC CHARIBRISTOL, NH, US$2,300
Paid Grant-GENERALPUBLIC CHARIVINEYARD HAVEN, MA, US$2,000
Paid Grant-EDUCATIONPUBLIC CHARIVINEYARD HAVEN, MA, US$2,000
Paid Grant-GENERALPUBLIC CHARISEATTLE, WA, US$2,000
Paid Grant-GENERALPUBLIC CHARILEEDS, MA, US$2,000
Paid Grant-EDUCATIONPUBLIC CHARICONCORD, NH, US$1,000
Paid Grant-GENERALPUBLIC CHARIPLYMOUTH, NH, US$600
Paid Grant-EDUCATIONPUBLIC CHARIHOLDERNESS, NH, US$500
Paid Grant-GENERALPUBLIC CHARIPHILADELPHIA, PA, US$500
Paid Grant-GENERALPUBLIC CHARIPLYMOUTH, NH, US$500
Filing and Contact Details

Filer

EIN
20-0471816
Raw XML AppendixShowing 400 of 947 raw XML fields

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CompensationExplanation/Compensation/PersonName1CYNTHIA WENTWORTH
CompensationExplanation/Compensation/PersonName2HEATHER DOCKHAM
CompensationExplanation/Compensation/PersonName3ELIZABETH R KAPP
CompensationExplanation/Compensation/PersonName4KATHRYN WOOFIN
CompensationExplanation/Compensation/PersonName5CHRISTINE DONOVAN
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47ISHARES MSCI UNITED KINGDOM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48ISHARES S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49ISHARES S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50ISHARES S&P MIDCAP 400 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51ISHARES S&P MIDCAP 400 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52ISHARES S&P MIDCAP 400 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53ISHARES S&P SMALLCAP 600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54ISHARES S&P SMALLCAP 600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55ISHARES S&P SMALLCAP 600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58JOHNSON CONTROLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60KRAFT FOODS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61LEGG MASON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65MARATHON OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67MOLSON COORS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68MONDELEZ
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71NOVARTIS AG SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75PITNEY BOWES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76PPL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77RANGE RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78RAYTHEON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79REGIONS FINL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80SEALED AIR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81SIGMA ALDRICH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82SPDR CONSUMER DISCRETIONARY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83SPDR CONSUMER DISCRETIONARY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84SPDR CONSUMER DISCRETIONARY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85SPDR CONSUMER STAPLES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86SPDR CONSUMER STAPLES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87SPDR ENERGY SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88SPDR ENERGY SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89SPDR ENERGY SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90SPDR FINANCIAL SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91SPDR FINANCIAL SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92SPDR HEALTHCARE SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93SPDR HEALTHCARE SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94SPDR INDUSTRIAL SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95SPDR INDUSTRIAL SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96SPDR INDUSTRIAL SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97SPDR MATERIALS SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98SPDR MATERIALS SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99SPDR MATERIALS SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100SPDR S&P CHINA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101SPDR TECHNOLOGY SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102SPDR TECHNOLOGY SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103SPDR TECHNOLOGY SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104SPDR UTILITIES SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105SPDR UTILITIES SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106SPDR UTILITIES SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108SPX CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109ST JUDE MEDICAL INCOPORATED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110STAPLES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112TEVA PHARMACEUTICAL INDS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113TIMKEN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock114UNITED PARCEL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock115US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock116VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock117VULCAN MATERIALS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock118WAL-MART
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock119WAL-MART
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock120WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock121WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock122YUM BRANDS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue05994
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0OTHER
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV05580
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0170326
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0204168
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01036
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description02010 FEDERAL REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1ENBRIDGE ENERGY PARTNERS
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount05660
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount1109
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode11
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0381299
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0381299
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0183044
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0204168
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0409400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0409400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss055008
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0170326
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0170326
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0170326
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-7725
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01094282
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm01036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01036
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0204168
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0359572

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,787,184
Liabilities
$0
Net assets
$5,787,184
Revenue
-
Expenses
$444,032
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.68$0.43$1.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$0.00$8.03$0.91$0.47$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.59$0.00$7.59$1.12$0.46$0.66
2019Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$1.40$0.42$0.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.44$0.43$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$5.94$1.16$0.92$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.52$0.59$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.00$5.77$0.37$0.42$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.45$0.37$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.26$0.37$0.11
2012Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.44
2011Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.43
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.00$5.77$0.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $5M-$10M nonprofits