Civic Intelligence

The Ashurst Foundation Co Elizabeth K Pozen

990PF • Fiscal year 2016 • EIN 20-6325176

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 06, 2017

Organization Profile
9 Arlington StreetBoston, MA 02116-3410

(617) 816-7904

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

11th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

22nd percentile

-7.6%

Higher net margin than 22% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

75th percentile

9.4%

Faster asset growth than 75% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-0.4%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$20,607,163

Up $1,766,392 (+9.4%) from 2015

Net Assets

Up

$20,607,163

Up $1,766,392 (+9.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin22nd percentile

Revenue

Down

$966,921

Down $3,462 (-0.4%) from 2015

Expenses

Down

$1,040,491

Down $22,354 (-2.1%) from 2015

Net Income

Up

-$73,570

Up $18,892 (+20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$30M$20M$10M$0Assets 2010: $9,170,884Liabilities 2010: $0Net Assets 2010: $9,170,8842010Assets 2011: $10,105,060Liabilities 2011: $0Net Assets 2011: $10,105,0602011Assets 2012: $16,456,331Liabilities 2012: $0Net Assets 2012: $16,456,3312012Assets 2013: $19,526,531Liabilities 2013: $0Net Assets 2013: $19,526,5312013Assets 2014: $20,656,913Liabilities 2014: $0Net Assets 2014: $20,656,9132014Assets 2015: $18,840,771Liabilities 2015: $0Net Assets 2015: $18,840,7712015Assets 2016: $20,607,163Liabilities 2016: $0Net Assets 2016: $20,607,1632016Assets 2017: $22,214,535Liabilities 2017: $0Net Assets 2017: $22,214,5352017Assets 2018: $19,070,772Liabilities 2018: $0Net Assets 2018: $19,070,7722018Assets 2019: $21,899,115Liabilities 2019: $0Net Assets 2019: $21,899,1152019Assets 2020: $19,713,578Liabilities 2020: $0Net Assets 2020: $19,713,5782020Assets 2021: $22,459,760Liabilities 2021: $0Net Assets 2021: $22,459,7602021Assets 2022: $19,321,771Liabilities 2022: $0Net Assets 2022: $19,321,7712022Assets 2023: $20,321,703Liabilities 2023: $0Net Assets 2023: $20,321,7032023Assets 2024: $19,088,348Liabilities 2024: $0Net Assets 2024: $19,088,3482024

Highlighted filing

2016

Assets$20,607,163
Liabilities$0
Net Assets$20,607,163
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $274,7612010Expenses 2011: $351,2432011Expenses 2012: $467,4992012Revenue 2013: $5,146,708Expenses 2013: $720,134Net Income 2013: $4,426,5742013Revenue 2014: $1,083,654Expenses 2014: $979,611Net Income 2014: $104,0432014Revenue 2015: $970,383Expenses 2015: $1,062,845Net Income 2015: -$92,4622015Revenue 2016: $966,921Expenses 2016: $1,040,491Net Income 2016: -$73,5702016Revenue 2017: $2,010,719Expenses 2017: $1,031,459Net Income 2017: $979,2602017Revenue 2018: $1,286,393Expenses 2018: $1,082,503Net Income 2018: $203,8902018Revenue 2019: $1,027,172Expenses 2019: $1,021,149Net Income 2019: $6,0232019Revenue 2020: $1,040,852Expenses 2020: $1,077,920Net Income 2020: -$37,0682020Revenue 2021: $1,759,177Expenses 2021: $1,120,950Net Income 2021: $638,2272021Revenue 2022: $766,925Expenses 2022: $936,092Net Income 2022: -$169,1672022Revenue 2023: $1,479,590Expenses 2023: $1,018,248Net Income 2023: $461,3422023Revenue 2024: $1,175,861Expenses 2024: $3,281,425Net Income 2024: -$2,105,5642024

Highlighted filing

2016

Revenue$966,921
Expenses$1,040,491
Net Income-$73,570
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH K POZENTrustee-$0--
ROBERT C POZENTrustee-$0--
DAVID E POZENTrustee-$0--
JOANNA R POZENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Ashurst Foundation
EIN
20-6325176
Phone
6178167904
Address
9 ARLINGTON STREET, BOSTON, MA 02116-3410

Signing Officer

Name
Elizabeth K Pozen
Title
Trustee
Signed
2017-02-06

Preparer

Firm
Friedman Hurwitz & Aliber
Address
100 GALEN ST STE 101, WATERTOWN, MA 02472-4502
Preparer
Julian Friedman
Phone
6172676969
Raw XML AppendixShowing 400 of 1,169 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/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt074241
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01015171
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08221108
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0346274
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0153288
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0153288
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020607163
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018840771
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020607163
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020745059
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0459992
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019885067
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0311176
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0400000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01021694
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020745059
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH K POZEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT C POZEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID E POZEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOANNA R POZEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09 ARLINGTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19 ARLINGTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2305 RIVERSIDE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3166 PROSPECT PLACE APT 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BROOKLYN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021163410
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd311238
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0806428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0965232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0803350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0637550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0420422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0312000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.040716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.033164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.036621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020433883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt019456199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt019730447

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Filings

Displayed year

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

Open filing
Assets
$20,607,163
Liabilities
$0
Net assets
$20,607,163
Revenue
$966,921
Expenses
$1,040,491
Net income
-$73,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.18$3.28$2.11
2023Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$1.48$1.02$0.46
2022Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$0.77$0.94$0.17
2021Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$1.76$1.12$0.64
2020Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$1.04$1.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$1.03$1.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.29$1.08$0.20
2017Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$2.01$1.03$0.98
2016Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$0.97$1.04$0.07
2015Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.97$1.06$0.09
2014Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$1.08$0.98$0.10
2013Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$5.15$0.72$4.43
2012Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.47
2011Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.35
2010Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.27