Civic Intelligence

The Large Foundation

990PF • Fiscal year 2020 • EIN 22-6049246

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 08, 2022

171 Main StreetFlemington, NJ 08822

(908) 782-5315

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

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

Liabilities / Revenue

22nd percentile

0.00x

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

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

Net Margin

19th percentile

-23%

Higher net margin than 19% 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

7th percentile

-10%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

16th percentile

-34%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Flat

$5,082,888

Flat from 2020

Net Assets

$5,082,887

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2020

Revenue

Flat

$599,271

Flat from 2020

Expenses

Flat

$735,819

Flat from 2020

Net Income

Flat

-$136,548

Flat from 2020

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 2011: $4,742,964Liabilities 2011: $02011Assets 2012: $4,779,524Liabilities 2012: $02012Assets 2013: $5,100,460Liabilities 2013: $02013Assets 2014: $5,193,340Liabilities 2014: $02014Assets 2015: $5,356,431Liabilities 2015: $0Net Assets 2015: $5,356,4312015Assets 2016: $5,303,246Liabilities 2016: $0Net Assets 2016: $5,303,2462016Assets 2017: $5,097,294Liabilities 2017: $0Net Assets 2017: $5,097,2942017Assets 2018: $5,473,541Liabilities 2018: $0Net Assets 2018: $5,473,5412018Assets 2019: $5,678,780Liabilities 2019: $12019Assets 2020: $5,082,888Liabilities 2020: $1Net Assets 2020: $5,082,8872020Assets 2020: $5,082,888Liabilities 2020: $12020Assets 2021: $5,099,454Liabilities 2021: $0Net Assets 2021: $5,099,4542021Assets 2022: $5,202,174Liabilities 2022: $0Net Assets 2022: $5,202,1742022Assets 2023: $5,352,225Liabilities 2023: $12023Assets 2024: $5,848,010Liabilities 2024: $0Net Assets 2024: $5,848,0102024

Highlighted filing

2020

Assets$5,082,888
Liabilities$1
Net Assets$5,082,887

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $455,049Expenses 2011: $505,464Net Income 2011: -$50,4152011Revenue 2012: $541,501Expenses 2012: $504,941Net Income 2012: $36,5602012Revenue 2013: $485,833Expenses 2013: $558,474Net Income 2013: -$72,6412013Revenue 2014: $723,316Expenses 2014: $630,436Net Income 2014: $92,8802014Revenue 2015: $772,633Expenses 2015: $609,542Net Income 2015: $163,0912015Revenue 2016: $623,797Expenses 2016: $676,982Net Income 2016: -$53,1852016Revenue 2017: $463,963Expenses 2017: $669,915Net Income 2017: -$205,9522017Revenue 2018: $1,077,302Expenses 2018: $701,055Net Income 2018: $376,2472018Revenue 2019: $909,155Expenses 2019: $703,916Net Income 2019: $205,2392019Revenue 2020: $599,271Expenses 2020: $735,819Net Income 2020: -$136,5482020Revenue 2020: $599,271Expenses 2020: $735,819Net Income 2020: -$136,5482020Revenue 2021: $600,245Expenses 2021: $746,089Net Income 2021: -$145,8442021Revenue 2022: $827,983Expenses 2022: $700,307Net Income 2022: $127,6762022Revenue 2023: $867,707Expenses 2023: $725,847Net Income 2023: $141,8602023Revenue 2024: $1,170,865Expenses 2024: $771,024Net Income 2024: $399,8412024

Highlighted filing

2020

Revenue$599,271
Expenses$735,819
Net Income-$136,548
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 8, 2022
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C Gregory WattsPresident-$0--
Cheryl CopelandVice President-$0--
Richard L TiceSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Large Foundation
EIN
22-6049246
Phone
9087825315
Address
171 Main Street, Flemington, NJ 08822

Signing Officer

Name
Richard L Tice
Title
Trustee
Signed
2022-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Goldin Richards Group
Address
312 Springfield Ave Suite 203, Berkeley Heights, NJ 07922
Preparer
Ernest G Richards Jr CPA
Phone
9087718900
Raw XML Appendix350 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Various - See MS Gain & Loss # 554-444 Attached
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05546305
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0537371
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C Gregory Watts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cheryl Copeland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Richard L Tice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0171 Main Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Flemington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0088221607
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Watts Tice & Skowronek
IRS990PF/StatementsRegardingActyGrp/PhoneNum09087825315
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Direct contributions to local charitable organizations.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0C Gregory Watts
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09087825315
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0171 Main Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Flemington
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0088221607
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Must be non-profit 501(c)3 - Hunterdon County organizations given preference.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0August of each year.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0675450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Funds to be used for their stated purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Attached Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Hunterdon County NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Hunterdon County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008822
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0675450
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0511912
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0511912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0113028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0120144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt087945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0136862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt071308
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt071308
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0658570
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0200591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0113028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0120144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt087945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0136862
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0712503
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0200591
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0729878
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0529287
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt022000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt044000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt022000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0G.K. Large Trust
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Other Investments
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0109253
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0109253
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017631
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Income taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Annual Report
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MS 160448-444 Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012757
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212757
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3240
OtherIncomeSchedule2/OtherIncomeDetail/Desc07th Paragraph Trust Com.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0209709
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0209709
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt112785
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04073
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Tax Exempt Income
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt01311
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Paid - MS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01311
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard L Tice
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Large Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LARG
ReturnHeader/Filer/EIN0226049246
ReturnHeader/Filer/PhoneNum09087825315
ReturnHeader/Filer/USAddress/AddressLine1Txt0171 Main Street
ReturnHeader/Filer/USAddress/CityNm0Flemington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008822
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203665441
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goldin Richards Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 Springfield Ave Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Berkeley Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007922
ReturnHeader/PreparerPersonGrp/PhoneNum09087718900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ernest G Richards Jr CPA
ReturnHeader/ReturnTs02022-02-08T13:18:40-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tice
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$1.17$0.77$0.40
2023Summary only. Only limited summary data is available for this year.$5.35$0.00$0.87$0.73$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.00$5.20$0.83$0.70$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$0.60$0.75$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.60$0.74$0.14
2020Summary only. Only limited summary data is available for this year.$5.08$0.00$0.60$0.74$0.14
2019Summary only. Only limited summary data is available for this year.$5.68$0.00$0.91$0.70$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$1.08$0.70$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$0.46$0.67$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.00$5.30$0.62$0.68$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.77$0.61$0.16
2014Summary only. Only limited summary data is available for this year.$5.19$0.00$0.72$0.63$0.09
2013Summary only. Only limited summary data is available for this year.$5.10$0.00$0.49$0.56$0.07
2012Summary only. Only limited summary data is available for this year.$4.78$0.00$0.54$0.50$0.04
2011Summary only. Only limited summary data is available for this year.$4.74$0.00$0.46$0.51$0.05