Civic Intelligence

The Aberdale Foundation

990PF • Fiscal year 2015 • EIN 20-5159670

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization Profile
5 Stacy WayActon, MA 01720

(617) 828-3992

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

5.7%

Faster asset growth than 61% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$158,828

Up $8,584 (+5.7%) from 2014

Net Assets

Up

$158,828

Up $8,584 (+5.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Down

$8,447

Down $4,148 (-33%) from 2014

Expenses

Down

$3,303

Down $18,363 (-85%) from 2014

Net Income

Up

$5,144

Up $14,215 (+157%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $66,874Liabilities 2011: $02011Assets 2012: $57,619Liabilities 2012: $02012Assets 2013: $159,333Liabilities 2013: $0Net Assets 2013: $159,3332013Assets 2014: $150,244Liabilities 2014: $0Net Assets 2014: $150,2442014Assets 2015: $158,828Liabilities 2015: $0Net Assets 2015: $158,8282015Assets 2016: $174,691Liabilities 2016: $0Net Assets 2016: $174,6912016Assets 2017: $183,081Liabilities 2017: $0Net Assets 2017: $183,0812017Assets 2018: $195,495Liabilities 2018: $0Net Assets 2018: $195,4952018Assets 2019: $1,162,339Liabilities 2019: $0Net Assets 2019: $1,162,3392019Assets 2020: $1,234,859Liabilities 2020: $0Net Assets 2020: $1,234,8592020Assets 2021: $1,272,649Liabilities 2021: $0Net Assets 2021: $1,272,6492021Assets 2022: $1,361,937Liabilities 2022: $0Net Assets 2022: $1,361,9372022Assets 2023: $1,480,972Liabilities 2023: $0Net Assets 2023: $1,480,9722023Assets 2024: $1,550,616Liabilities 2024: $0Net Assets 2024: $1,550,6162024

Highlighted filing

2015

Assets$158,828
Liabilities$0
Net Assets$158,828
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $3,180Expenses 2011: $3,000Net Income 2011: $1802011Revenue 2012: $1,354Expenses 2012: $212Net Income 2012: $1,1422012Revenue 2013: $111,896Expenses 2013: $10,165Net Income 2013: $101,7312013Revenue 2014: $12,595Expenses 2014: $21,666Net Income 2014: -$9,0712014Revenue 2015: $8,447Expenses 2015: $3,303Net Income 2015: $5,1442015Revenue 2016: $18,992Expenses 2016: $3,129Net Income 2016: $15,8632016Revenue 2017: $10,940Expenses 2017: $2,550Net Income 2017: $8,3902017Revenue 2018: $15,074Expenses 2018: $2,660Net Income 2018: $12,4142018Revenue 2019: $971,414Expenses 2019: $4,570Net Income 2019: $966,8442019Revenue 2020: $668,585Expenses 2020: $8,728Net Income 2020: $659,8572020Revenue 2021: $116,846Expenses 2021: $79,056Net Income 2021: $37,7902021Revenue 2022: $102,391Expenses 2022: $13,103Net Income 2022: $89,2882022Revenue 2023: $127,141Expenses 2023: $8,106Net Income 2023: $119,0352023Revenue 2024: $79,254Expenses 2024: $9,610Net Income 2024: $69,6442024

Highlighted filing

2015

Revenue$8,447
Expenses$3,303
Net Income$5,144
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALL OFFICERSDIRECTORS MANAGERSVarious-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBerkshire Hills Regional School DistrictScholarshipsNoneStockbridge, MA, US$1,000
Filing and Contact Details

Filer

Filer Name
The Aberdale Foundation
EIN
20-5159670
Phone
6178283992
Address
5 Stacy Way, Acton, MA 01720

Signing Officer

Name
Aa Aberdale
Title
Treasurer
Phone
6178283992
Signed
2016-11-11

Preparer

Firm
Stephen A Sousa CPA
Address
10 Cedar Street Suite 21, Woburn, MA 01801
Preparer
Stephen a Sousa
Phone
7819337747
Raw XML Appendix317 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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06178283992
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.aberdalefoundations.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Contributions (2)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0Equities /Bonds Merrill Lynch
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt07884
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt07884
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0COVER LETTER WITH REQUEST,COMPLETE LITERATURE ON ORGANIZATION,PROOF OF 501(C)3 STATUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE ABERDALE FOUNDATION CO ANDREW A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06178283992
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05 Stacy Way
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Acton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001720
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANDREW ABERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Berkshire Hills Regional School District
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Stockbridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001262
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt074148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0120079
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08884
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt074148
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037047
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08884
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08884
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0120079
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111195
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01278
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Program Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01278
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01278
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03423
OtherIncreasesSchedule/OtherIncreasesDetail/Amt117
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital Gains Sale of Securities
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Misc Adj
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt025
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AA ABERDALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06178283992
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Aberdale Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ABER
ReturnHeader/Filer/EIN0205159670
ReturnHeader/Filer/PhoneNum06178283992
ReturnHeader/Filer/USAddress/AddressLine1Txt05 Stacy Way
ReturnHeader/Filer/USAddress/CityNm0Acton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen A Sousa CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Cedar Street Suite 21
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woburn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819337747
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN A SOUSA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T07:59:08-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$158,828
Liabilities
$0
Net assets
$158,828
Revenue
$8,447
Expenses
$3,303
Net income
$5,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08$0.01$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.13$0.01$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.10$0.01$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.12$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.67$0.01$0.66
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.97$0.00$0.97
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.02$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.02$0.00$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.01$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.11$0.01$0.10
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.07$0.00$0.00$0.00$0.00