Civic Intelligence

North Middlesex Savings Charitable Foundation Inc

990PF • Fiscal year 2011 • EIN 20-1834861

Nov 01, 2010 to Oct 31, 2011 • Filed on Mar 26, 2012

Organization Profile
7 Main Street01432
Siviq Scores

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

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

85th percentile

43%

Faster asset growth than 85% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$134,560

Up $40,354 (+43%) from 2010

Net Assets

Up

$126,568

Up $34,179 (+37%) from 2010

Liabilities

Up

$7,992

Up $6,175 (+340%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$8,165

Down $2,970 (-27%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $94,206Liabilities 2010: $1,817Net Assets 2010: $92,3892010Assets 2011: $134,560Liabilities 2011: $7,992Net Assets 2011: $126,5682011Assets 2012: $141,732Liabilities 2012: $7,992Net Assets 2012: $133,7402012Assets 2013: $171,566Liabilities 2013: $7,832Net Assets 2013: $163,7342013Assets 2014: $164,576Liabilities 2014: $5,905Net Assets 2014: $158,6712014Assets 2015: $127,314Liabilities 2015: $3,000Net Assets 2015: $124,3142015Assets 2016: $125,603Liabilities 2016: $8,000Net Assets 2016: $117,6032016Assets 2017: $111,775Liabilities 2017: $0Net Assets 2017: $111,7752017Assets 2018: $115,704Liabilities 2018: $0Net Assets 2018: $115,7042018Assets 2019: $105,274Liabilities 2019: $0Net Assets 2019: $105,2742019Assets 2020: $97,566Liabilities 2020: $02020Assets 2021: $1,534,138Liabilities 2021: $0Net Assets 2021: $1,534,1382021Assets 2022: $1,497,911Liabilities 2022: $0Net Assets 2022: $1,497,9112022Assets 2023: $1,443,082Liabilities 2023: $0Net Assets 2023: $1,443,0822023Assets 2024: $2,159,114Liabilities 2024: $0Net Assets 2024: $2,159,1142024

Highlighted filing

2011

Assets$134,560
Liabilities$7,992
Net Assets$126,568
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $11,1352010Expenses 2011: $8,1652011Expenses 2012: $6,0502012Expenses 2013: $16,0352013Revenue 2014: $24,249Expenses 2014: $16,535Net Income 2014: $7,7142014Revenue 2015: -$25,843Expenses 2015: $8,035Net Income 2015: -$33,8782015Revenue 2016: $5,309Expenses 2016: $14,035Net Income 2016: -$8,7262016Revenue 2017: $2,904Expenses 2017: $8,035Net Income 2017: -$5,1312017Revenue 2018: $3,073Expenses 2018: $2,610Net Income 2018: $4632018Revenue 2019: $3,430Expenses 2019: $2,575Net Income 2019: $8552019Revenue 2020: -$60,629Expenses 2020: $3,220Net Income 2020: -$63,8492020Revenue 2021: $186,312Expenses 2021: $127,180Net Income 2021: $59,1322021Revenue 2022: $113,596Expenses 2022: $149,823Net Income 2022: -$36,2272022Revenue 2023: $122,667Expenses 2023: $177,496Net Income 2023: -$54,8292023Revenue 2024: $986,279Expenses 2024: $274,890Net Income 2024: $711,3892024

Highlighted filing

2011

Revenue-
Expenses$8,165
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2010 to Oct 31, 2011
Signed
Mar 26, 2012
Return Version
2010v3.7
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM P MARSHALLPresident/Director-$0--
WARREN W CHASE JRTreasurer-$0--
DAVID J ELIADESClerk/Director-$0--
PAUL D BRESNAHANDirector-$0--
STEPHEN M SLARSKYDirector-$0--
WARREN M MCFAGUEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINDIAN HILL MUSICEXEMPT FUNCTION501(C)(3)LITTLETON, MA, US$5,000
Paid GrantAYER FIRE DEPT CHARITY ROAD RACEEXEMPT FUNCTION501(C)(3)AYER, MA, US$3,000
Filing and Contact Details

Filer

EIN
20-1834861
Raw XML Appendix347 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0RANGE RESOURCES
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IRS990PF/DistributableAmount/MinimumInvestmentReturn06072
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0198
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0123279
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances07155
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0116124
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01849
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn06072
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0121430
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM P MARSHALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WARREN W CHASE JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DAVID J ELIADES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3PAUL D BRESNAHAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4STEPHEN M SLARSKY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5WARREN M MCFAGUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2CLERK/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine107 Main Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117 Main Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine127 Main Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine137 Main Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine147 Main Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine157 Main Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Ayer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Ayer
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.064297
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.063694
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20117669
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40241587
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50250872
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4012830
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5015979
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions08065
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IRS990PF/QualifyingDistributions/QualifyingDistributions08065
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WARREN CHASE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09787723306
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0PLEASE CONTACT FOUNDATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Warren W Chase
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09787723306
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine107 Main Street PO Box 469
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Ayer
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001432
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRANT WILL BE MADE TO 501(C)(3) PUBLIC CHARITIES LOCATED IN THE GREATER NORTHERN MIDDLESEX COUNTY, MASSACHUSETTS AREA OR THAT CONTRIBUTE TO THE COMMUNITIES LOCATED IN THE GREATER NORTHERN MIDDLESEX COUNTY AREA AND TO THE WELFARE OF THE PEOPLE AND INSTITUTIONS OF THESE COMMUNITIES.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EXEMPT FUNCTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EXEMPT FUNCTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10INDIAN HILL MUSIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11AYER FIRE DEPT CHARITY ROAD RACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NOT RELATED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NOT RELATED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1036 KING STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111 West Main Steet
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LITTLETON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1AYER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001460
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101432
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear08000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear05874
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05874
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear105391
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2011499
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303130
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear401121
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50985
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50985
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear023332
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02191
IRS990PF/UndistributedIncome/ExcessFromYear105391
IRS990PF/UndistributedIncome/ExcessFromYear2011499
IRS990PF/UndistributedIncome/ExcessFromYear303130
IRS990PF/UndistributedIncome/ExcessFromYear401121
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYear202007
IRS990PF/UndistributedIncome/PriorYear302006
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions08065
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02191
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus024317
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover022126
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome10
OtherExpensesSchedule/OtherExpenses/Description0MASS FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1ANNUAL CASH MGMT FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps065
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1100
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks065
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1100
OtherIncreasesSchedule/OtherIncreases/Amount033729
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN/LOSS SECURITIES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0201834861
ReturnHeader/Filer/Name/BusinessNameLine10North Middlesex Savings Charitable
ReturnHeader/Filer/Name/BusinessNameLine20Foundation Inc
ReturnHeader/Filer/NameControl0NORT
ReturnHeader/Filer/Phone09787723306
ReturnHeader/Filer/USAddress/AddressLine107 Main Street
ReturnHeader/Filer/USAddress/City0Ayer
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001432
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-03-26
ReturnHeader/Officer/Name0Warren Chase
ReturnHeader/Officer/Phone09787723306
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/Preparer/DatePrepared02012-03-21
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WOLF & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1099 HIGH STREET 21ST FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002110
ReturnHeader/Preparer/Name0Michael J Rowe CPA
ReturnHeader/Preparer/Phone06174399700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-11-01
ReturnHeader/TaxPeriodEndDate02011-10-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-04-12T14:31:07-04:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,560
Liabilities
$7,992
Net assets
$126,568
Revenue
-
Expenses
$8,165
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.99$0.27$0.71
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.18$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.19$0.13$0.06
2020Summary only. Only limited summary data is available for this year.$0.10$0.00$0.06$0.00$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.01$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.12$0.03$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.01$0.16$0.02$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.16$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.13$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01