Civic Intelligence

The Curaterra Foundation

990PF • Fiscal year 2016 • EIN 20-1909615

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 04, 2017

Organization Profile
228 Mine RoadMalvern, PA 19355

(484) 431-3073

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

37th percentile

-1.2%

Faster asset growth than 37% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,986,027

Down $88,001 (-1.2%) from 2015

Net Assets

Down

$6,986,027

Down $88,001 (-1.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin13th percentile

Revenue

Down

$215,103

Down $436,887 (-67%) from 2015

Expenses

Down

$296,763

Down $22,896 (-7.2%) from 2015

Net Income

Down

-$81,660

Down $413,991 (-125%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$10M$5.0M$0Assets 2011: $6,388,588Liabilities 2011: $02011Assets 2012: $6,696,228Liabilities 2012: $0Net Assets 2012: $6,696,2282012Assets 2013: $9,799,634Liabilities 2013: $0Net Assets 2013: $9,799,6342013Assets 2014: $6,741,697Liabilities 2014: $0Net Assets 2014: $6,741,6972014Assets 2015: $7,074,028Liabilities 2015: $0Net Assets 2015: $7,074,0282015Assets 2016: $6,986,027Liabilities 2016: $0Net Assets 2016: $6,986,0272016Assets 2017: $7,520,994Liabilities 2017: $0Net Assets 2017: $7,520,9942017Assets 2018: $7,691,275Liabilities 2018: $0Net Assets 2018: $7,691,2752018Assets 2019: $7,653,892Liabilities 2019: $0Net Assets 2019: $7,653,8922019Assets 2020: $7,588,352Liabilities 2020: $0Net Assets 2020: $7,588,3522020Assets 2021: $9,357,511Liabilities 2021: $0Net Assets 2021: $9,357,5112021Assets 2022: $9,271,018Liabilities 2022: $0Net Assets 2022: $9,271,0182022Assets 2023: $9,092,109Liabilities 2023: $0Net Assets 2023: $9,092,1092023Assets 2024: $9,287,839Liabilities 2024: $0Net Assets 2024: $9,287,8392024

Highlighted filing

2016

Assets$6,986,027
Liabilities$0
Net Assets$6,986,027
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $674,055Expenses 2011: $291,400Net Income 2011: $382,6552011Expenses 2012: $386,2672012Revenue 2013: $6,482,380Expenses 2013: $454,054Net Income 2013: $6,028,3262013Revenue 2014: $630,864Expenses 2014: $3,931,825Net Income 2014: -$3,300,9612014Revenue 2015: $651,990Expenses 2015: $319,659Net Income 2015: $332,3312015Revenue 2016: $215,103Expenses 2016: $296,763Net Income 2016: -$81,6602016Revenue 2017: $976,631Expenses 2017: $441,664Net Income 2017: $534,9672017Revenue 2018: $622,217Expenses 2018: $451,936Net Income 2018: $170,2812018Revenue 2019: $489,714Expenses 2019: $521,046Net Income 2019: -$31,3322019Revenue 2020: $390,162Expenses 2020: $455,702Net Income 2020: -$65,5402020Revenue 2021: $2,274,558Expenses 2021: $505,399Net Income 2021: $1,769,1592021Revenue 2022: $486,972Expenses 2022: $573,465Net Income 2022: -$86,4932022Revenue 2023: $282,640Expenses 2023: $461,549Net Income 2023: -$178,9092023Revenue 2024: $663,570Expenses 2024: $467,840Net Income 2024: $195,7302024

Highlighted filing

2016

Revenue$215,103
Expenses$296,763
Net Income-$81,660
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE B GUARINOPresident-$0--
CARL A GUARINOChairman Of The Board-$0--
ERIC GUARINOTreasurer-$0--
DORIS LEISCHVice President-$0--
TIEL BATTERS GUARINOSecretary-$0--
CHRISTOPHER GUARINODirector-$0--
KAREN GUARINODirector-$0--
JULIANA GUARINODirector-$0--
Filing and Contact Details

Filer

Filer Name
The Curaterra Foundation
EIN
20-1909615
Phone
4844313073
Address
228 MINE ROAD, MALVERN, PA 19355

Signing Officer

Name
Carl Guarino
Title
Chairman of the Board
Phone
4844313073
Signed
2017-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Drucker & Scaccetti Pc
Address
1600 MARKET STREET SUITE 3300, PHILADELPHIA, PA 19103
Preparer
Joanne L Yeung CPA
Phone
2156653960
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BANKUNITED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BOOZ ALLEN HAMILTON HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BRISTOL MYERS SQUIBB CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CAMPBELL SOUP CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CARDINAL HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CBOE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CDW CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CHIMERA INVESTMENT CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CLOROX CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27COMMERCE BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28COMPASS MINERALS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COSTCO WHOLESALE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DONNELLEY FINANCIAL SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34DR PEPPER SNAPPLE GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EVEREST RE GROUP LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FACTSET RESEARCH SYSTEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FIRST REPUBLIC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FLOWERS FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GAMESTOP CORP-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GENERAL MLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GENPACT LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GOVERNMENT FUND (SEOXX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GRAHAM HOLDINGS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HORMEL FOODS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INGRAM MICRO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54KIMBERLY CLARK CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LANDSTAR SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LIONS GATE ENTMT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MCCORMICK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MCKESSON CORP. COMMON STOCK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MFA FINANCIAL INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MICHAEL KORS HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MORNINGSTAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MSG NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NEWMONT MNG CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72OUTFRONT MEDIA INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PEOPLES UNITED FINANCIAL, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PINNACLE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76POST PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PRIME OBLIGATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PHILIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PINNACLE WEST CAP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PROASSURANCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82RENAISSANCE RE HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ROYAL GOLD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SANTANDER CONSUMER USA HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SCOTTS MIRACLE-GRO COMPANY CLASS A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94SYMANTEC CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SQUARE INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99TAX FREE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100TELEFLEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101TFS FINANCIAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103TWO HARBORS INVT CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104UNITED PARCEL SERVICE- CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105US BANCORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VECTREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WHITE MOUNTAINS INSURANCE GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112WASTE MGMT INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113WILLIAMS-SONOMA, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115YUM! BRANDS, INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0163393
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt051710
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0215103
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0215103
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09045
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01005
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010050
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt051710
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0242500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0242500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0162415
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0163393
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-81660
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01215348
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt051710
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0202725
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09382
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt017529
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017529
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01013
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0269153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0296763

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Filings

Displayed year

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

Open filing
Assets
$6,986,027
Liabilities
$0
Net assets
$6,986,027
Revenue
$215,103
Expenses
$296,763
Net income
-$81,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$0.66$0.47$0.20
2023Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.28$0.46$0.18
2022Detailed filing. Detailed filing data is available for this year.$9.27$0.00$9.27$0.49$0.57$0.09
2021Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$2.27$0.51$1.77
2020Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.39$0.46$0.07
2019Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.49$0.52$0.03
2018Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.62$0.45$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.98$0.44$0.53
2016Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.22$0.30$0.08
2015Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.65$0.32$0.33
2014Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.63$3.93$3.30
2013Detailed filing. Detailed filing data is available for this year.$9.80$0.00$9.80$6.48$0.45$6.03
2012Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.39
2011Summary only. Only limited summary data is available for this year.$6.39$0.00$0.67$0.29$0.38