Civic Intelligence

Clermont Foundation

990PF • Fiscal year 2020 • EIN 22-3177379

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.03x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

88th percentile

51%

Higher net margin than 88% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$7,385,316

Up $593,943 (+8.7%) from 2019

Net Assets

Up

$7,353,816

Up $574,779 (+8.5%) from 2019

Liabilities

Up

$31,500

Up $19,164 (+155%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin88th percentile

Revenue

Up

$1,124,950

Up $410,868 (+58%) from 2019

Expenses

Up

$550,171

Up $42,161 (+8.3%) from 2019

Net Income

Up

$574,779

Up $368,707 (+179%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2020

Assets$7,385,316
Liabilities$31,500
Net Assets$7,353,816
Open 2020 Filing

Operations Trend

Revenue Growth88th 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

2020

Revenue$1,124,950
Expenses$550,171
Net Income$574,779
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st 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
Martha Keith or Garnett Keith Jr
Title
Trustee
Phone
7818621845
Signed
2021-11-13
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY - T. ROWE PRICE GLOBAL GR STOCK INVESTOR CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY - T. ROWE PRICE GLOBAL STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIDELITY - T. ROWE PRICE NEW ASIA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SCHWAB 2707 - AMAZON.COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SCHWAB 2707 - APPLE INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SCHWAB 2707 - COMCAST CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SCHWAB 2707 - DOLLAR TREE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SCHWAB 2707 - ESTEE LAUDER CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SCHWAB 2707 - FOX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17SCHWAB 2707 - FRANKS INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SCHWAB 2707 - HDFC BANK LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19SCHWAB 2707 - LIBERTY BROADBAND CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SCHWAB 2707 - LIBERTY LATIN AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21SCHWAB 2707 - LIBERTY MEDIA CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23SCHWAB 2707 - MICROSOFT CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29SCHWAB 2707 - POST HOLDINGS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79SCHWAB 3936 - PFIZER INCORPORATED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80SCHWAB 3936 - PIGEON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81SCHWAB 3936 - RESIDEO TECHNOLOGIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82SCHWAB 3936 - SINGAPORE TECHNOLOGIES ENGINEERING LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84SCHWAB 3936 - SPDR DOUBLELINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85SCHWAB 3936 - STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86SCHWAB 3936 - TAIWAN SEMICONDUCTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87SCHWAB 3936 - TCW STRATEGIC INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88SCHWAB 3936 - THERMO FISHER SCIENTIFIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89SCHWAB 3936 - VIATRIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90SCHWAB 3936 - WP CAREY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91SCHWAB 4262 - SCHWAB US TREASURY MONEY INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92SCHWAB 4262 - AIA GROUP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93SCHWAB 4262 - ALPHABET INC CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94SCHWAB 4262 - AMGEN-SCHWAB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95SCHWAB 4262 - ANNALY CAPITAL MNG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96SCHWAB 4262 - APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97SCHWAB 4262 - ARES CAPITAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98SCHWAB 4262 - AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99SCHWAB 4262 - B&M EUROPEAN VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100SCHWAB 4262 - BANK OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101SCHWAB 4262 - FIDELITY NATL INFO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102SCHWAB 4262 - HOME DEPOT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103SCHWAB 4262 - HONEYWELL INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104SCHWAB 4262 - ISHARES HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105SCHWAB 4262 - ISHARES 1-3 YEARS US TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106SCHWAB 4262 - LOWES COMPANIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107SCHWAB 8967 - ADVANCE AUTO PARTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108SCHWAB 8967 - BANK OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109SCHWAB 8967 - BERKSHIRE HATHAWAY CLASS B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110SCHWAB 8967 - CAL-MAINE FOODS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111SCHWAB 8967 - CIMPRESS NV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112SCHWAB 8967 - COLFAX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113SCHWAB 8967 - COMCAST CORPORATION CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114SCHWAB 8967 - DOLLAR GENERAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115SCHWAB 8967 - DOLLAR TREE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116SCHWAB 8967 - EXPEDIA GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117SCHWAB 8967 - FAIRFAX INDIA HOLDINGS CORP SUB VTG SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118SCHWAB 8967 - FOX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119SCHWAB 8967 - FRANKS INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120SCHWAB 8967 - JD COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121SCHWAB 8967 - KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122SCHWAB 8967 - LIBERTY BROADBAND CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123SCHWAB 8967 - LIBERTY LATIN AM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124SCHWAB 8967 - LIBERTY MEDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125SCHWAB 8967 - LYFT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126SCHWAB 8967 - MOHAWK INDUSTRIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127SCHWAB 8967 - NVR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128SCHWAB 8967 - NOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129SCHWAB 8967 - POST HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130SCHWAB 8967 - SPECTRUM BRANDS HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131SCHWAB 8967 - SPOTIFY TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132SCHWAB 8967 - TENCENT HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133SCHWAB 8967 - TWITTER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134SCHWAB 8967 - UNITED RENTALS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135T. ROWE - T. ROWE PRICE INT'L DISCOVER
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,385,316
Liabilities
$31,500
Net assets
$7,353,816
Revenue
$1,124,950
Expenses
$550,171
Net income
$574,779
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