Civic Intelligence

Poitras Charitable Foundation Inc.

990PF • Fiscal year 2012 • EIN 22-2725927

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile
C/O Maury L Carter Associates3333 SOUTH ORANGE AVENUE Suite 20032806-8500
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$262,670

Down $29,305 (-10%) from 2011

Net Assets

Down

$262,609

Down $20,558 (-7.3%) from 2011

Liabilities

Down

$61

Down $8,747 (-99%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$35,177

Up $15,564 (+79%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$300K$200K$100K$0Assets 2011: $291,975Liabilities 2011: $8,808Net Assets 2011: $283,1672011Assets 2012: $262,670Liabilities 2012: $61Net Assets 2012: $262,6092012Assets 2013: $242,234Liabilities 2013: $0Net Assets 2013: $242,2342013Assets 2014: $230,920Liabilities 2014: $0Net Assets 2014: $230,9202014Assets 2015: $224,847Liabilities 2015: $0Net Assets 2015: $224,8472015Assets 2016: $206,494Liabilities 2016: $0Net Assets 2016: $206,4942016Assets 2017: $209,416Liabilities 2017: $0Net Assets 2017: $209,4162017Assets 2018: $209,285Liabilities 2018: $0Net Assets 2018: $209,2852018Assets 2019: $213,833Liabilities 2019: $0Net Assets 2019: $213,8332019Assets 2020: $199,807Liabilities 2020: $0Net Assets 2020: $199,8072020Assets 2021: $197,828Liabilities 2021: $0Net Assets 2021: $197,8282021Assets 2022: $189,425Liabilities 2022: $0Net Assets 2022: $189,4252022Assets 2023: $185,888Liabilities 2023: $0Net Assets 2023: $185,8882023Assets 2024: $187,040Liabilities 2024: $0Net Assets 2024: $187,0402024

Highlighted filing

2012

Assets$262,670
Liabilities$61
Net Assets$262,609
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $19,6132011Expenses 2012: $35,1772012Revenue 2013: $22,809Expenses 2013: $43,184Net Income 2013: -$20,3752013Revenue 2014: $21,784Expenses 2014: $33,098Net Income 2014: -$11,3142014Revenue 2015: $17,166Expenses 2015: $23,239Net Income 2015: -$6,0732015Revenue 2016: $15,443Expenses 2016: $33,796Net Income 2016: -$18,3532016Revenue 2017: $6,117Expenses 2017: $3,195Net Income 2017: $2,9222017Revenue 2018: $33,019Expenses 2018: $33,150Net Income 2018: -$1312018Revenue 2019: $7,229Expenses 2019: $2,681Net Income 2019: $4,5482019Revenue 2020: $38,317Expenses 2020: $52,343Net Income 2020: -$14,0262020Revenue 2021: $40,976Expenses 2021: $42,955Net Income 2021: -$1,9792021Revenue 2022: $34,787Expenses 2022: $43,190Net Income 2022: -$8,4032022Revenue 2023: $38,804Expenses 2023: $42,341Net Income 2023: -$3,5372023Revenue 2024: $44,036Expenses 2024: $42,884Net Income 2024: $1,1522024

Highlighted filing

2012

Revenue-
Expenses$35,177
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA T POITRASPresident-$0--
JAMES W POITRASTreasurer-$0--
PAMELA L WRAYClerk-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFOUNDATION FOR METROWESTCHARITABLEPUBLIC CHARITYNATICK, MA, US$25,000
Paid GrantST MARK'S SCHOOL ANNUAL FUNDCHARITABLE501(C)(3)SOUTHBOROUGH, MA, US$5,500
Filing and Contact Details

Filer

EIN
22-2725927
Raw XML Appendix340 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PATRICIA T POITRAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES W POITRAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PAMELA L WRAY
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FOUNDATION FOR METROWEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST MARK'S SCHOOL ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103 ELIOT ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1125 MARLBORO ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NATICK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SOUTHBOROUGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001760
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode101772
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear015400
IRS990PF/UndistributedIncome/AppliedToYear1011055
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted015400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06347
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06347
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions032802
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06347
IRS990PF/UndistributedIncome/TotalCorpus06347
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear011055
LegalFeesSchedule/LegalFees/Amount0612
LegalFeesSchedule/LegalFees/Category0DEAN MEAD
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0306
LegalFeesSchedule/LegalFees/NetInvestmentIncome0306
OtherExpensesSchedule/OtherExpenses/Description0FORM PC FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps096
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks096
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1150
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue08808
OtherLiabilitiesSchedule/OtherLiabilities/Description0OVERDRAFT
TaxesSchedule/Taxes/Amount019
TaxesSchedule/Taxes/Category0EXCISE TAX ON INVESTMENT INCOM
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0222725927
ReturnHeader/Filer/InCareOfName0% MAURY L CARTER & ASSOCIATES
ReturnHeader/Filer/Name/BusinessNameLine10POITRAS CHARITABLE FOUNDATION INC
ReturnHeader/Filer/NameControl0POIT
ReturnHeader/Filer/Phone04078923957
ReturnHeader/Filer/USAddress/AddressLine10C/O MAURY L CARTER ASSOCIATES
ReturnHeader/Filer/USAddress/AddressLine203333 SOUTH ORANGE AVENUE Suite 200
ReturnHeader/Filer/USAddress/City0ORLANDO
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0328068500
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0JAMES W POITRAS
ReturnHeader/Officer/Phone04078923957
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GRANT THORNTON LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101400 Computer Dr 3rd Floor
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Westborough
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0015811760
ReturnHeader/Preparer/Name0Evelyn Pless
ReturnHeader/Preparer/Phone05089262200
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T10:03:43-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,670
Liabilities
$61
Net assets
$262,609
Revenue
-
Expenses
$35,177
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.44$0.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.39$0.42$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.35$0.43$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.41$0.43$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.38$0.52$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.07$0.03$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.33$0.33$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.06$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.15$0.34$0.18
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.17$0.23$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.22$0.33$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.23$0.43$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.35
2011Detailed filing. Detailed filing data is available for this year.$2.92$0.09$2.83$0.20