Civic Intelligence

Alex Family Foundation

990PF • Fiscal year 2016 • EIN 20-2709010

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

16th percentile

-26%

Higher net margin than 16% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-8.7%

Faster asset growth than 29% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-45%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$30,163

Down $2,857 (-8.7%) from 2015

Net Assets

Down

$30,163

Down $2,857 (-8.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin16th percentile

Revenue

Down

$11,003

Down $8,998 (-45%) from 2015

Expenses

Up

$13,860

Up $3,798 (+38%) from 2015

Net Income

Down

-$2,857

Down $12,796 (-129%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2016

Assets$30,163
Liabilities$0
Net Assets$30,163
Open 2016 Filing

Operations Trend

Revenue Growth12th 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

2016

Revenue$11,003
Expenses$13,860
Net Income-$2,857
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George C AlexTrustee/Director-$0--
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
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Crr Llp
Address
545 Salem Street, Wakefield, MA 01880
Preparer
Keith D Blankenship CPA
Phone
7812797788
Raw XML Appendix324 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Investments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Investment in Yuvee, Inc.
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt061514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05354
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05354
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0148963
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08656
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt061514
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09578
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0154317
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0144739
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Avery Oak Realty LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Virginia Alex
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09 Wachusett Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt19 Wachusett Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Newton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Newton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002467
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102467
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Accounting Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA Form PC Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02696
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0George Alex
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02037422532
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB1034CEA4CD7B441513EF906C768A97C5A328D3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB1034CEA4CD7B441513EF906C768A97C5A328D3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.233.47.26
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:28:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043257840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0545 Salem Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wakefield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001880
ReturnHeader/PreparerPersonGrp/PhoneNum07812797788
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith D Blankenship CPA
ReturnHeader/ReturnTs02017-11-15T16:46:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$30,163
Liabilities
$0
Net assets
$30,163
Revenue
$11,003
Expenses
$13,860
Net income
-$2,857
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