Civic Intelligence

Terasem Movement Foundation Inc.

990PF • Fiscal year 2017 • EIN 20-1780425

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

38th percentile

0.02x

Higher debt load relative to revenue than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-168%

Higher net margin than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$52,184

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 95.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

18th percentile

-5.0%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,772,590

Down $93,131 (-5.0%) from 2016

Net Assets

Down

$1,771,332

Down $93,129 (-5.0%) from 2016

Liabilities

Down

$1,258

Down $2 (-0.2%) from 2016

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin3rd percentile

Revenue

Down

$54,777

Down $983,622 (-95%) from 2016

Expenses

Down

$147,053

Down $45,304 (-24%) from 2016

Net Income

Down

-$92,276

Down $938,318 (-111%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2017

Assets$1,772,590
Liabilities$1,258
Net Assets$1,771,332
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$54,777
Expenses$147,053
Net Income-$92,276
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE DUNCANManaging DirectorFT$52,184-$52,184
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
Treasurer
Phone
8024538533
Signed
2018-11-14
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/PropertyDesc1MYSPL INC SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2ADOBE PHOTOSHOP 2
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3AUTO DESK 2 SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4EDGEMONT VIDEO EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5SAFE HARBOR COMP SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6SONY DSR - 11 DVCAM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8COMPUTER HARDWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10IPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13GLASSES KIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14SPY GLASSES
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
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32ELECTRONICS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33ELECTRONICS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm04426.830 SH AB HIGH INCOME FUND CL ADVISOR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm113475.984SH LORD ABBETT INCOME FUND CL F
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27127.674 SH VIRTUS MULTI-SECTOR S/T BOND FUND CL I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt039577
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt140121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt235048
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt039089
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt138676
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt233928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01000064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt187471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt249593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt382602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt443700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt559561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt627275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt748836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt838009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01071898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt183072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt259373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt391518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt453459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt574623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt633677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt753284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt849942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm07245 SH UNITED THERAPEUTICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13931.455 SH AMG YACKTMAN FOCUSED FUND CL SVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22084.738 SH CAMBIAR INTL EQUITY INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34262.610 SH FMI LARGE CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41342.517 SH JP MORGAN MID CAP VALUE FD CL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52611.931 SH OAKMARK INTL FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6784.284 SH OPPENHEIMER DEVELOPING MARKETS CL Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71400.007 SH PRUDENTIAL JENNISON MID-CAP GROWTH FD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81741.345 SH TETON WESTWOOD MIGHTY MITES CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt046711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt149705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt272300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01538.851 GATEWAY FUND CLASS Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1900.003 SH FIRST EAGLE GLOBAL FUNDS CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22434.960 SH PUTNAM CAPITAL SPECTRUM FUND CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt051490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt153379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt284201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012800
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt038078
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0OUTREACH EDUCATION ACTIVITIES INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt03899
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt050878
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03899
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt054777
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02264
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02265
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04529
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt027764
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt038078
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt052184
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052184
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02286
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt012800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012800
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-92276
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0185977
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02054
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02054
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt038078
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt041007
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt011065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt075054
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07263
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt080835
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt03899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00

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Filings

Displayed year

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

Open filing
Assets
$1,772,590
Liabilities
$1,258
Net assets
$1,771,332
Revenue
$54,777
Expenses
$147,053
Net income
-$92,276
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