Civic Intelligence

Tara Hills Charitable Foundation C/O Barneke and Anderson LLP

990PF • Fiscal year 2018 • EIN 20-2045324

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

Organization Profile
211 Congress Street Floor 7Boston, MA 02110

(617) 542-8155

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

57th percentile

2.3%

Faster asset growth than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

235%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,565,817

Up $35,173 (+2.3%) from 2017

Net Assets

Up

$1,565,817

Up $35,173 (+2.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin73rd percentile

Revenue

Up

$199,393

Up $139,886 (+235%) from 2017

Expenses

Up

$164,220

Up $59,849 (+57%) from 2017

Net Income

Up

$35,173

Up $80,037 (+178%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,766,063Liabilities 2012: $02012Assets 2013: $1,670,945Liabilities 2013: $02013Assets 2014: $1,695,800Liabilities 2014: $0Net Assets 2014: $1,695,8002014Assets 2015: $1,662,475Liabilities 2015: $0Net Assets 2015: $1,662,4752015Assets 2016: $1,575,508Liabilities 2016: $0Net Assets 2016: $1,575,5082016Assets 2017: $1,530,644Liabilities 2017: $0Net Assets 2017: $1,530,6442017Assets 2018: $1,565,817Liabilities 2018: $0Net Assets 2018: $1,565,8172018Assets 2019: $1,392,203Liabilities 2019: $0Net Assets 2019: $1,392,2032019Assets 2020: $1,331,557Liabilities 2020: $0Net Assets 2020: $1,331,5572020Assets 2021: $1,361,953Liabilities 2021: $0Net Assets 2021: $1,361,9532021Assets 2022: $1,238,425Liabilities 2022: $0Net Assets 2022: $1,238,4252022Assets 2023: $1,050,540Liabilities 2023: $0Net Assets 2023: $1,050,5402023Assets 2024: $969,518Liabilities 2024: $0Net Assets 2024: $969,5182024Assets 2025: $1,160,533Liabilities 2025: $0Net Assets 2025: $1,160,5332025

Highlighted filing

2018

Assets$1,565,817
Liabilities$0
Net Assets$1,565,817
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$200K$0-$200KRevenue 2012: $45,619Expenses 2012: $119,603Net Income 2012: -$73,9842012Revenue 2013: -$3,172Expenses 2013: $91,946Net Income 2013: -$95,1182013Revenue 2014: $98,953Expenses 2014: $74,098Net Income 2014: $24,8552014Revenue 2015: $51,588Expenses 2015: $84,913Net Income 2015: -$33,3252015Revenue 2016: $15,618Expenses 2016: $102,585Net Income 2016: -$86,9672016Revenue 2017: $59,507Expenses 2017: $104,371Net Income 2017: -$44,8642017Revenue 2018: $199,393Expenses 2018: $164,220Net Income 2018: $35,1732018Revenue 2019: $29,452Expenses 2019: $195,639Net Income 2019: -$166,1872019Revenue 2020: $38,018Expenses 2020: $98,664Net Income 2020: -$60,6462020Revenue 2021: $119,156Expenses 2021: $88,760Net Income 2021: $30,3962021Revenue 2022: $50,372Expenses 2022: $169,462Net Income 2022: -$119,0902022Revenue 2023: $76,253Expenses 2023: $264,138Net Income 2023: -$187,8852023Revenue 2024: $106,619Expenses 2024: $187,641Net Income 2024: -$81,0222024Revenue 2025: $307,047Expenses 2025: $116,032Net Income 2025: $191,0152025

Highlighted filing

2018

Revenue$199,393
Expenses$164,220
Net Income$35,173
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN J HOULAHANTrustee-$0--
JAMES P RANDALLTrustee-$0--
JAMES H LOWELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tara Hills Charitable Foundation
EIN
20-2045324
Phone
6175428155
Address
211 CONGRESS STREET FLOOR 7, BOSTON, MA 02110

Signing Officer

Name
James H Lowell
Title
Trustee
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Barneke and Anderson Llp
Address
211 CONGRESS STREET, BOSTON, MA 02110-2432
Preparer
Michael Provost CPA
Phone
6175428155
Raw XML Appendix276 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.

Path#Value
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES H LOWELL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O BARNEKE AND ANDERSON 211 CONGRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O LOWELL BLAKE ASSOC 141 TREMO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt092017
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01106
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072487
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt064808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01106
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0156825
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064808
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt072487
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07679
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06000
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H LOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TARA HILLS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BARNEKE AND ANDERSON LLP
ReturnHeader/Filer/BusinessNameControlTxt0TARA
ReturnHeader/Filer/EIN0202045324
ReturnHeader/Filer/PhoneNum06175428155
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 CONGRESS STREET FLOOR 7
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A5EE9CEA8F4D932A898A400680CE20942AEEA2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A5EE9CEA8F4D932A898A400680CE20942AEEA2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.79.153.249
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:01:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 CONGRESS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102432
ReturnHeader/PreparerPersonGrp/PhoneNum06175428155
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PROVOST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T13:01:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,565,817
Liabilities
$0
Net assets
$1,565,817
Revenue
$199,393
Expenses
$164,220
Net income
$35,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.31$0.12$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.11$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.08$0.26$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05$0.17$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.03$0.20$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.20$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.02$0.10$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.05$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.10$0.07$0.02
2013Summary only. Only limited summary data is available for this year.$1.67$0.00$0.00$0.09$0.10
2012Summary only. Only limited summary data is available for this year.$1.77$0.00$0.05$0.12$0.07