Civic Intelligence

Alex Family Foundation

990PF • Fiscal year 2014 • EIN 20-2709010

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile
373 Atlantic AveCohasset, MA 02025-1160

(203) 742-2532

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

3rd percentile

-312%

Higher net margin than 3% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

5th percentile

-69%

Faster asset growth than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$23,081

Down $50,593 (-69%) from 2013

Net Assets

Down

$23,081

Down $50,593 (-69%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Up

$16,217

Up $5,372 (+50%) from 2013

Expenses

Up

$66,810

Up $52,916 (+381%) from 2013

Net Income

Down

-$50,593

Down $47,544 (-1559%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$300K$200K$100K$0Assets 2010: $237,054Liabilities 2010: $51,392Net Assets 2010: $185,6622010Assets 2011: $235,359Liabilities 2011: $34,6052011Assets 2012: $79,250Liabilities 2012: $2,527Net Assets 2012: $76,7232012Assets 2013: $73,674Liabilities 2013: $0Net Assets 2013: $73,6742013Assets 2014: $23,081Liabilities 2014: $0Net Assets 2014: $23,0812014Assets 2015: $33,020Liabilities 2015: $0Net Assets 2015: $33,0202015Assets 2016: $30,163Liabilities 2016: $0Net Assets 2016: $30,1632016Assets 2017: $25,129Liabilities 2017: $0Net Assets 2017: $25,1292017Assets 2018: $33,034Liabilities 2018: $0Net Assets 2018: $33,0342018Assets 2019: $24,310Liabilities 2019: $0Net Assets 2019: $24,3102019Assets 2020: $21,250Liabilities 2020: $0Net Assets 2020: $21,2502020

Highlighted filing

2014

Assets$23,081
Liabilities$0
Net Assets$23,081
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $35,7762010Revenue 2011: $34,885Expenses 2011: $19,793Net Income 2011: $15,0922011Expenses 2012: $74,6942012Revenue 2013: $10,845Expenses 2013: $13,894Net Income 2013: -$3,0492013Revenue 2014: $16,217Expenses 2014: $66,810Net Income 2014: -$50,5932014Revenue 2015: $20,001Expenses 2015: $10,062Net Income 2015: $9,9392015Revenue 2016: $11,003Expenses 2016: $13,860Net Income 2016: -$2,8572016Revenue 2017: $1Expenses 2017: $5,035Net Income 2017: -$5,0342017Revenue 2018: $12,965Expenses 2018: $5,060Net Income 2018: $7,9052018Revenue 2019: $29,036Expenses 2019: $37,760Net Income 2019: -$8,7242019Revenue 2020: $1,600Expenses 2020: $4,660Net Income 2020: -$3,0602020

Highlighted filing

2014

Revenue$16,217
Expenses$66,810
Net Income-$50,593
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George C AlexTrustee/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMilton AcademyUnrestricted contribution for Milton AcademyEducational institutMilton, MA, US$30,000
Paid GrantHellenic College Holy CrossUnrestricted contribution for Hellenic College Holy CrossEducational institutBrookline, MA, US$13,180
Paid GrantHarvard UniversityUnrestricted contribution for Harvard UniversityEducational institutCambridge, MA, US$10,000
Paid GrantGreek Orthodox ArchdioceseUnrestricted contribution for Greek Orthodox ArchdioceseReligious organizatiNew York, NY, US$10,000
Filing and Contact Details

Filer

Filer Name
Alex Family Foundation
EIN
20-2709010
Phone
2037422532
Address
373 Atlantic Ave, Cohasset, MA 02025-1160

Signing Officer

Name
George Alex
Title
President
Phone
2037422532
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Costantino Richards Rizzo LLP
Address
545 Salem Street, Wakefield, MA 01880
Preparer
Keith D Blankenship CPA
Phone
7812797788
Raw XML Appendix342 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Unrestricted contribution for Harvard University
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Milton Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Harvard University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Greek Orthodox Archdiocese
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Educational institut
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Educational institut
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Educational institut
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Religious organizati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 Goddard Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1170 Centre St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Massachusetts Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38 East 79th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Brookline
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Milton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002445
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102186
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310075
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt063180
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02347
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt061514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023849
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023849
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0155649
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt061514
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019566
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063180
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060833
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0179498
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0118665
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Avery Oak Realty LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09 Wachusett Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Newton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002467
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1295
TaxesSchedule/TaxesDetail/CategoryTxt0State Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0George Alex
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02037422532
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alex Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0202709010
ReturnHeader/Filer/PhoneNum02037422532
ReturnHeader/Filer/USAddress/AddressLine1Txt0373 Atlantic Ave
ReturnHeader/Filer/USAddress/CityNm0Cohasset
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0020251160
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043257840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Costantino Richards Rizzo LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0545 Salem Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wakefield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001880
ReturnHeader/PreparerPersonGrp/PhoneNum07812797788
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith D Blankenship CPA
ReturnHeader/ReturnTs02015-11-16T09:04:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,081
Liabilities
$0
Net assets
$23,081
Revenue
$16,217
Expenses
$66,810
Net income
-$50,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.29$0.38$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.13$0.05$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.11$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.20$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.16$0.67$0.51
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.11$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.77$0.75
2011Summary only. Only limited summary data is available for this year.$2.35$0.35$0.35$0.20$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.37$0.51$1.86$0.36