Civic Intelligence

Lydia B Stokes Foundation

990PF • Fiscal year 2013 • EIN 21-6016107

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 13, 2013

PO Box 577705402-5777
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

35th percentile

$7,500

Higher top officer pay than 35% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

95th percentile

66%

Faster asset growth than 95% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$5,708,066

Up $2,278,214 (+66%) from 2012

Net Assets

$5,708,066

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$315,866

Up $81,800 (+35%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,429,852Liabilities 2012: $02012Assets 2013: $5,708,066Liabilities 2013: $0Net Assets 2013: $5,708,0662013Assets 2014: $5,104,893Liabilities 2014: $0Net Assets 2014: $5,104,8932014Assets 2015: $5,332,568Liabilities 2015: $0Net Assets 2015: $5,332,5682015Assets 2016: $5,309,448Liabilities 2016: $0Net Assets 2016: $5,309,4482016Assets 2017: $5,444,100Liabilities 2017: $0Net Assets 2017: $5,444,1002017Assets 2018: $5,564,511Liabilities 2018: $0Net Assets 2018: $5,564,5112018Assets 2019: $5,578,948Liabilities 2019: $0Net Assets 2019: $5,578,9482019Assets 2020: $5,103,453Liabilities 2020: $0Net Assets 2020: $5,103,4532020Assets 2021: $4,950,831Liabilities 2021: $0Net Assets 2021: $4,950,8312021Assets 2022: $5,191,624Liabilities 2022: $0Net Assets 2022: $5,191,6242022Assets 2023: $4,711,640Liabilities 2023: $0Net Assets 2023: $4,711,6402023Assets 2024: $3,609,749Liabilities 2024: $0Net Assets 2024: $3,609,7492024

Highlighted filing

2013

Assets$5,708,066
Liabilities$0
Net Assets$5,708,066

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $72,819Expenses 2012: $234,066Net Income 2012: -$161,2472012Expenses 2013: $315,8662013Revenue 2014: $515,726Expenses 2014: $426,895Net Income 2014: $88,8312014Revenue 2015: $747,338Expenses 2015: $519,663Net Income 2015: $227,6752015Revenue 2016: $483,908Expenses 2016: $507,028Net Income 2016: -$23,1202016Revenue 2017: $729,678Expenses 2017: $595,026Net Income 2017: $134,6522017Revenue 2018: $755,680Expenses 2018: $635,269Net Income 2018: $120,4112018Revenue 2019: $596,082Expenses 2019: $581,645Net Income 2019: $14,4372019Revenue 2020: $103,543Expenses 2020: $579,038Net Income 2020: -$475,4952020Revenue 2021: $252,090Expenses 2021: $404,712Net Income 2021: -$152,6222021Revenue 2022: $1,224,435Expenses 2022: $632,652Net Income 2022: $591,7832022Revenue 2023: $211,678Expenses 2023: $691,662Net Income 2023: -$479,9842023Revenue 2024: $155,445Expenses 2024: $1,257,336Net Income 2024: -$1,101,8912024

Highlighted filing

2013

Revenue-
Expenses$315,866
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 13, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY V DERENCo-TrusteePT$7,500-$7,500
THOMAS R WILLITSCo-TrusteePT$7,500-$7,500
THALIA VENERABLECo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPLANNED PARENTHOOD FEDERATIONGeneral support509(a)(1)NEW YORK, NY, US$25,000
Paid GrantAMERICAN FRIENDS SERVICE COMMITTEEEducation ProgramLos Angeles Peace509(a)(1)PHILADELPHIA, PA, US$18,000
Paid GrantQUIVIRA COALITIONprogramNew Agrarian509(a)(1)SANTA FE, NM, US$18,000
Paid GrantPOST CARBON INSTITUEResilienceCommunityInitiative509(a)(1)SANTA ROSA, CA, US$12,000
Paid GrantCOMMUNITY VENTURESCommunity FundHandbook509(a)(1)OAKLAND, CA, US$10,000
Paid GrantFAY-PENN ECONOMIC DEVELOPMENTBusiness CouncilAmerican Sustainable509(a)(1)LEMONT FURNACE, PA, US$10,000
Paid GrantFAIR FOOD NETWORKGeneral Support509(a)(1)ANN ARBOR, MI, US$10,000
Paid GrantBLUE OVEN KITCHENSSANTA FE COLLEGE CEIDupgrades toEnergy efficiencyfacility509(a)(1)GAINESVILLE, FL, US$8,500
Paid GrantPOSITIVE FUTURES NETWORKYES Magazine509(a)(1)BAINBRIDGE ISLAND, WA, US$8,000
Paid GrantARTHUR MORGAN INSTITUTE FOR COMMUNITY SOLUTIONSPassive House: AFor documentaryBuilding Resolution509(a)(1)YELLOW SPRINGS, OH, US$8,000
Paid GrantSANTA FE COLLEGEOFFICE FOR DEVELOPMENTHomemakerDisplacedprogram509(a)(1)GAINESVILLE, FL, US$8,000
Paid GrantQUIVIRA COALITIONGeneral support509(a)(1)SANTA FE, NM, US$7,500
Paid GrantPRESIDIO GRADUATE SCHOOLAgricultureSustainablecurriculum509(a)(1)SAN FRANCISCO, CA, US$7,500
Paid GrantINQUIRING SYSTEMS INCInstitute'sPublic Bankingsymposiums509(a)(2)SONOMA, CA, US$6,000
Paid GrantFLORIDA CERTIFIED ORGANIC GROWERSGeneral support509(a)(1)GAINESVILLE, FL, US$6,000
Paid GrantSANTA FE FARMERS MARKET INSTITUTEGeneral support509(a)(1)SANTA FE, NM, US$5,000
Paid GrantCOMMUNITY INVOLVED IN SUSTAINING AGRICULTUREstaff personPV Growsfunding509(a)(1)SOUTH DEERFIELD, MA, US$5,000
Paid GrantCOMMUNITY INVOLVED IN SUSTAINING AGRICULTUREdevelop accessHampden County MAto local food509(a)(1)SOUTH DEERFIELD, MA, US$5,000
Paid GrantSLOW MONEYGeneral support509(a)(2)YORK HARBOR, ME, US$5,000
Paid GrantCOMMUNITY INVOLVED IN SUSTAINING AGRICULTUREPV Grows509(a)(1)SOUTH DEERFIELD, MA, US$5,000
Paid GrantTRISKELES FOUNDATIONFood For All509(a)(1)EXTON, PA, US$5,000
Paid GrantMASSACHUSETTS WORKFORCE ALLIANCEacross theMapping workfood system509(a)(2)BOSTON, MA, US$5,000
Paid GrantNEW ENGLAND SMALL FARM INSTITUTEBiocharPioneer ValleyInitiative509(a)(1)BELCHERTOWN, MA, US$4,000
Paid GrantSTROLLING OF THE HEIFERS INCconferenceSlow Living509(a)(1)E DUMMERSTON, VT, US$4,000
Paid GrantFEDERATION FOR MASS FARMERS MARKETSFoodStampsX2Northampton, MA509(a)(1)WALTHAM, MA, US$2,500
Paid GrantFRANKLIN COUNTY CDCStability ExpoThe Science &509(a)(1)GREENFIELD, MA, US$1,500
Filing and Contact Details

Filer

EIN
21-6016107
Raw XML AppendixShowing 400 of 843 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
AccountingFeesSchedule/AccountingFees/Amount08875
AccountingFeesSchedule/AccountingFees/Category0Wallace W. Tapia, PC Accounting & tax advice
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps05769
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02219
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount050000
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount128990
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0Real Pickles Cooperative Inc
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description1VSJF Flexible Capital Fund L3C
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AmountExpendedByGrantee0100000
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AmountExpendedByGrantee150000
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AmountExpendedByGrantee228990
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AmountExpendedByGrantee350000
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee0No
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee1No
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee2No
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee3No
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine10AYERS BROOK GOAT DAIRY L3C
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine11NORTHEAST KINGDOM TASTING CENTER
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine12VSJF FLEXIBLE CAPITAL FUND L3C
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine13REAL PICKLES COOPERATIVE INC
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee0No reports required to date.
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee1No reports required to date
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee26/30/13, 9/30/13
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee3No reports required to date.
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantAmount0100000
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantAmount150000
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantAmount228990
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantAmount350000
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate02013-04-19
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate12013-04-10
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate22012-12-06
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate32013-04-19
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose0INVESTMENT IN GOAT DAIRY
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose1INVESTMENT IN TASTING CENTER IN RURAL VERMONT
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose2THE FLEX FUND REMAINS THE FIRST AND ONLY BUSINESS-LENDING PROGRAM IN VERMONT SOLELY FOCUSED ON ROYALTY FINANCING FOR SMALL, GROWTH STAGE BUSINESSES, ONE OF ONLY TWO SUCH INVESTMENT-LENDING PROGRAMS OF ITS SCALE IN NEW ENGLAND.
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose3PREFERRED STOCK IN COMPANY
ExpenditureResponsibilityStmt/ExpenditureResponsibility/ResultsOfVerification0NOT APPLICABLE
ExpenditureResponsibilityStmt/ExpenditureResponsibility/ResultsOfVerification1NOT APPLICABLE
ExpenditureResponsibilityStmt/ExpenditureResponsibility/ResultsOfVerification2NOT APPLICABLE
ExpenditureResponsibilityStmt/ExpenditureResponsibility/ResultsOfVerification3NOT APPLICABLE
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/USAddress/City1NEWPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibility/USAddress/City2GREENFIELD
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/USAddress/State1VT
ExpenditureResponsibilityStmt/ExpenditureResponsibility/USAddress/State2MA
ExpenditureResponsibilityStmt/ExpenditureResponsibility/USAddress/ZIPCode005060
ExpenditureResponsibilityStmt/ExpenditureResponsibility/USAddress/ZIPCode105855
ExpenditureResponsibilityStmt/ExpenditureResponsibility/USAddress/ZIPCode201301
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis01857162
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod0Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice01951301
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual0OPEN MARKET
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet094139
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0100920
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1200000
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue375000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue450927
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0100200
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1200000
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV550000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0100,000 European Inv Bank
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1200,000 Calvert Social Inv Foundation
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2100,000 Calvert Social Inv Foundation
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond375,000 Calvert Social Inv Foundation
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond450,927 Cooperative Fund of New England
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond550,000 High Mowing Seed Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue078860
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue146182
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2105156
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue346337
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue424394
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue577937
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue620472
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7125242
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue854369
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue927312
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12123178
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1394640
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1660870
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1735158
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1817267
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1984370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue208817
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21128631
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue22108040
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24111568
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2524997
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue26135000
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV12154126
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2888333
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV297500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock02,000 sh. AGL Resources Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13,500 sh. Ameresco Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21,800 sh. Automatic Data Processing
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31,500 sh. Badger Meter Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4800 sh. Brady Corp Cl A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52,300 sh. Camden National Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61,150 sh. Canadian National Railway Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72,600 sh. Clarcor Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83,250 sh. Consolidated Comm Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock960 sh. Google Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101,800 sh. Hain Celestial Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111,600 sh. Hubbell Inc Cl B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock122,525 sh. Intuit
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock131,400 sh. Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock144,000 sh. Johnson Controls Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock152,300 sh. McCormick & Co Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock161,500 sh. Medtronic Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock174,250 sh. Met Pro Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock182,250 sh. Neogen Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock192,700 sh. Patterson Companies Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20937 sh. Sun Hydraulics Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock213,600 sh. Tennant Co
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock222,700 sh. Wabtec Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock231,400 sh. WGL Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock242,900 sh. Wiley John & Sons Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25909 sh. Equal Exchange Pfd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock262,700 sh. Coop Regions of Organic Cl E Ser 1 W Private Placement
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock273,000 sh. Canon Inc ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28570 sh. Novo-Nordisk AS ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2915 sh. Sustaining Technologies LLC
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0642071
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem03,800 PowerShares Global ETF Trust Global Clean Energy
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17030.075 units Forum Funds Merk Hard Currency Inv
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22,700 units AmeriGas Partners LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem34,000 units Liberty Property Trust
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem48,000 sh. Federal Agric Mtg Corp
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