Civic Intelligence

Terasem Movement Foundation Inc.

990PF • Fiscal year 2016 • EIN 20-1780425

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization Profile

View Organization Page

PO Box 225Bristol, VT 05443

(802) 453-8533

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$53,552

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

95th percentile

83%

Faster asset growth than 95% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1245%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,865,721

Up $847,302 (+83%) from 2015

Net Assets

Up

$1,864,461

Up $846,042 (+83%) from 2015

Liabilities

Up

$1,260

Up $1,260 from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin96th percentile

Revenue

Up

$1,038,399

Up $961,211 (+1245%) from 2015

Expenses

Up

$192,357

Up $63,097 (+49%) from 2015

Net Income

Up

$846,042

Up $898,114 (+1725%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,421,133Liabilities 2010: $0Net Assets 2010: $1,421,1332010Assets 2011: $1,300,474Liabilities 2011: $0Net Assets 2011: $1,300,4742011Assets 2012: $1,195,529Liabilities 2012: $0Net Assets 2012: $1,195,5292012Assets 2013: $1,165,434Liabilities 2013: $02013Assets 2014: $1,070,637Liabilities 2014: $02014Assets 2015: $1,018,419Liabilities 2015: $0Net Assets 2015: $1,018,4192015Assets 2016: $1,865,721Liabilities 2016: $1,260Net Assets 2016: $1,864,4612016Assets 2017: $1,772,590Liabilities 2017: $1,258Net Assets 2017: $1,771,3322017Assets 2018: $1,639,333Liabilities 2018: $1,219Net Assets 2018: $1,638,1142018Assets 2019: $1,521,826Liabilities 2019: $1,385Net Assets 2019: $1,520,4412019Assets 2020: $1,372,392Liabilities 2020: $1,496Net Assets 2020: $1,370,8962020Assets 2021: $5,839,286Liabilities 2021: $11,908Net Assets 2021: $5,827,3782021Assets 2022: $5,479,336Liabilities 2022: $5,656Net Assets 2022: $5,473,6802022Assets 2023: $5,222,937Liabilities 2023: $4,201Net Assets 2023: $5,218,7362023Assets 2024: $4,952,460Liabilities 2024: $4,495Net Assets 2024: $4,947,9652024

Highlighted filing

2016

Assets$1,865,721
Liabilities$1,260
Net Assets$1,864,461
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $280,2112010Expenses 2011: $165,5622011Expenses 2012: $153,3922012Revenue 2013: $116,054Expenses 2013: $146,149Net Income 2013: -$30,0952013Revenue 2014: $85,983Expenses 2014: $180,780Net Income 2014: -$94,7972014Revenue 2015: $77,188Expenses 2015: $129,260Net Income 2015: -$52,0722015Revenue 2016: $1,038,399Expenses 2016: $192,357Net Income 2016: $846,0422016Revenue 2017: $54,777Expenses 2017: $147,053Net Income 2017: -$92,2762017Revenue 2018: $72,400Expenses 2018: $205,618Net Income 2018: -$133,2182018Revenue 2019: $45,803Expenses 2019: $163,476Net Income 2019: -$117,6732019Revenue 2020: $24,594Expenses 2020: $174,139Net Income 2020: -$149,5452020Revenue 2021: $987,846Expenses 2021: $327,077Net Income 2021: $660,7692021Revenue 2022: $177,449Expenses 2022: $531,147Net Income 2022: -$353,6982022Revenue 2023: $165,987Expenses 2023: $420,931Net Income 2023: -$254,9442023Revenue 2024: $181,137Expenses 2024: $451,908Net Income 2024: -$270,7712024

Highlighted filing

2016

Revenue$1,038,399
Expenses$192,357
Net Income$846,042
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE DUNCANManaging DirectorFT$53,552-$53,552
BINA ROTHBLATTPresident/DirectorPT$0--
MARTINE ROTHBLATTTreasurer/Director-$0--
JIM SORRENTINODirector-$0--
JENESIS ROTHBLATTSecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Terasem Movement Foundation Inc
EIN
20-1780425
Phone
8024538533
Address
PO BOX 225, BRISTOL, VT 05443

Signing Officer

Name
Martine Rothblatt
Title
President
Phone
8024538533
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
9737 WASHINGTONIAN BLVD 400, GAITHERSBURG, MD 20878-7340
Preparer
Gabrielle Kaufman
Phone
3012963600
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16CAMERA/DVR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17HARDWARE (NICK'S COMPUTER)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18HEADSET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19BIO FILE LAB EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20BLOWER AND INSTALLATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21TEMPERATURE MONITORING EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22MAC MINI
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23LAPTOP - NICK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24MAC PRO LAPTOP - BD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26COMPUTER LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27IPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28OFFICE DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31COMPUTER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm04743.883 SH AB HIGH INCOME FUND CL ADVISOR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm120100.432 SH LORD ABBETT INCOME FUND CL F
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22779.759 SH TEMPLETON GLOBAL BOND ADV
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38430.714 SH VIRTUS MULTI-SECTOR S/T BOND FUND CL I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt042447
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt160271
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt237115
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt341499
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt041129
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt155879
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt233246
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt339878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01000064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt188727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt258326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt382990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt447418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt670149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt732913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt846921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt939613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01039151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt177698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt259056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt386917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt670417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt730298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt849448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt949020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm07245 SH UNITED THERAPEUTICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13946.043 SH AMG YACKTMAN FOCUSED FUND CL SVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22462.717 SH CAMBIAR INTL EQUITY INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34409.806 SH FMI LARGE CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41471.523 SH JP MORGAN MID CAP VALUE FD CL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59774.159 SH MANNING & NAPIER FD, INC. WORLD OPPORTUNITIES SRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63102.085 SH OAKMARK INTL FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7947.699 SH OPPENHEIMER DEVELOPING MARKETS CL Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81405.170 SH PRUDENTIAL JENNISON MID-CAP GROWTH FD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91860.349 SH TETON WESTWOOD MIGHTY MITES CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt052099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt153304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt275998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01717.828 GATEWAY FUND CLASS Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1967.811 SH FIRST EAGLE GLOBAL FUNDS CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22565.024 SH PUTNAM CAPITAL SPECTRUM FUND CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt052961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt284851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt014048
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022452
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0335
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt036835
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036835
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02465
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02465
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04930
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt014383
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt022452
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt053552
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt053552
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01001564
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt03836
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt014048
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014048
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014048
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0846042
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0270853
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0443
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0443
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022452
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025893
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt064066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07823
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt071889
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03609
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0319
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt014383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0175741

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,865,721
Liabilities
$1,260
Net assets
$1,864,461
Revenue
$1,038,399
Expenses
$192,357
Net income
$846,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.18$0.45$0.27
2023Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.17$0.42$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.01$5.47$0.18$0.53$0.35
2021Detailed filing. Detailed filing data is available for this year.$5.84$0.01$5.83$0.99$0.33$0.66
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.02$0.17$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.05$0.16$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.07$0.21$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.05$0.15$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.86$1.04$0.19$0.85
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08$0.13$0.05
2014Summary only. Only limited summary data is available for this year.$1.07$0.00$0.09$0.18$0.09
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$0.12$0.15$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.17
2010Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.28