Civic Intelligence

Clermont Foundation

990PF • Fiscal year 2018 • EIN 22-3177379

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
PO Box 500Lexington, MA 02420

(781) 862-1845

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

88th percentile

27%

Faster asset growth than 88% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

180%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$6,580,301

Up $1,396,704 (+27%) from 2017

Net Assets

Up

$6,572,965

Up $1,394,368 (+27%) from 2017

Liabilities

Up

$7,336

Up $2,336 (+47%) from 2017

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin95th percentile

Revenue

Up

$1,790,837

Up $1,150,873 (+180%) from 2017

Expenses

Down

$396,469

Down $4,195 (-1.0%) from 2017

Net Income

Up

$1,394,368

Up $1,155,068 (+483%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$10M$5.0M$0Assets 2010: $3,419,949Liabilities 2010: $600Net Assets 2010: $3,419,3492010Assets 2011: $3,496,126Liabilities 2011: $600Net Assets 2011: $3,495,5262011Assets 2012: $3,793,196Liabilities 2012: $600Net Assets 2012: $3,792,5962012Assets 2013: $4,235,303Liabilities 2013: $62,100Net Assets 2013: $4,173,2032013Assets 2014: $4,711,454Liabilities 2014: $600Net Assets 2014: $4,710,8542014Assets 2015: $5,023,265Liabilities 2015: $16,100Net Assets 2015: $5,007,1652015Assets 2016: $4,939,897Liabilities 2016: $600Net Assets 2016: $4,939,2972016Assets 2017: $5,183,597Liabilities 2017: $5,000Net Assets 2017: $5,178,5972017Assets 2018: $6,580,301Liabilities 2018: $7,336Net Assets 2018: $6,572,9652018Assets 2019: $6,791,373Liabilities 2019: $12,336Net Assets 2019: $6,779,0372019Assets 2020: $7,385,316Liabilities 2020: $31,500Net Assets 2020: $7,353,8162020Assets 2021: $7,715,396Liabilities 2021: $148,750Net Assets 2021: $7,566,6462021Assets 2022: $8,451,441Liabilities 2022: $305,300Net Assets 2022: $8,146,1412022Assets 2023: $8,674,912Liabilities 2023: $125,367Net Assets 2023: $8,549,5452023Assets 2024: $8,767,357Liabilities 2024: $10,000Net Assets 2024: $8,757,3572024

Highlighted filing

2018

Assets$6,580,301
Liabilities$7,336
Net Assets$6,572,965
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $197,5842010Expenses 2011: $231,6742011Expenses 2012: $254,2092012Revenue 2013: $679,404Expenses 2013: $298,797Net Income 2013: $380,6072013Revenue 2014: $815,716Expenses 2014: $278,065Net Income 2014: $537,6512014Revenue 2015: $665,397Expenses 2015: $369,086Net Income 2015: $296,3112015Revenue 2016: $312,898Expenses 2016: $380,766Net Income 2016: -$67,8682016Revenue 2017: $639,964Expenses 2017: $400,664Net Income 2017: $239,3002017Revenue 2018: $1,790,837Expenses 2018: $396,469Net Income 2018: $1,394,3682018Revenue 2019: $714,082Expenses 2019: $508,010Net Income 2019: $206,0722019Revenue 2020: $1,124,950Expenses 2020: $550,171Net Income 2020: $574,7792020Revenue 2021: $837,784Expenses 2021: $624,954Net Income 2021: $212,8302021Revenue 2022: $1,096,654Expenses 2022: $517,159Net Income 2022: $579,4952022Revenue 2023: $868,190Expenses 2023: $464,786Net Income 2023: $403,4042023Revenue 2024: $717,376Expenses 2024: $509,564Net Income 2024: $207,8122024

Highlighted filing

2018

Revenue$1,790,837
Expenses$396,469
Net Income$1,394,368
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA H KEITHTrustee-$0--
GARNETT L KEITH JRTrustee-$0--
GEOFFREY L KEITHTrustee-$0--
SUZANNE K COLONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Clermont Foundation
EIN
22-3177379
Phone
7818621845
Address
PO BOX 500, LEXINGTON, MA 02420

Signing Officer

Name
Garnett Keith
Title
Trustee
Phone
7818621845
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Mary Kaye Johnston CPA
Phone
3036942190
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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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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,580,301
Liabilities
$7,336
Net assets
$6,572,965
Revenue
$1,790,837
Expenses
$396,469
Net income
$1,394,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.77$0.01$8.76$0.72$0.51$0.21
2023Detailed filing. Detailed filing data is available for this year.$8.67$0.13$8.55$0.87$0.46$0.40
2022Detailed filing. Detailed filing data is available for this year.$8.45$0.31$8.15$1.10$0.52$0.58
2021Detailed filing. Detailed filing data is available for this year.$7.72$0.15$7.57$0.84$0.62$0.21
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.03$7.35$1.12$0.55$0.57
2019Detailed filing. Detailed filing data is available for this year.$6.79$0.01$6.78$0.71$0.51$0.21
2018Detailed filing. Detailed filing data is available for this year.$6.58$0.01$6.57$1.79$0.40$1.39
2017Detailed filing. Detailed filing data is available for this year.$5.18$0.01$5.18$0.64$0.40$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.31$0.38$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.02$0.02$5.01$0.67$0.37$0.30
2014Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.82$0.28$0.54
2013Detailed filing. Detailed filing data is available for this year.$4.24$0.06$4.17$0.68$0.30$0.38
2012Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.23
2010Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.20