Civic Intelligence

The Large Foundation

990PF • Fiscal year 2016 • EIN 22-6049246

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

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

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

25th percentile

-8.5%

Higher net margin than 25% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.0%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-19%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$5,303,246

Down $53,185 (-1.0%) from 2015

Net Assets

Down

$5,303,246

Down $53,185 (-1.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$623,797

Down $148,836 (-19%) from 2015

Expenses

Up

$676,982

Up $67,440 (+11%) from 2015

Net Income

Down

-$53,185

Down $216,276 (-133%) from 2015

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: $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

2016

Assets$5,303,246
Liabilities$0
Net Assets$5,303,246

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 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

2016

Revenue$623,797
Expenses$676,982
Net Income-$53,185
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
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
The Large Foundation
EIN
22-6049246
Phone
9087825315
Address
171 Main Street, Flemington, NJ 08822

Signing Officer

Name
Richard L Tice
Title
Trustee
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Arthur W Soriano
Address
61 Phlox Ct, Whitehouse Station, NJ 08889-2006
Preparer
Arthur W Soriano Jr
Phone
9083349959
Raw XML Appendix364 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Richard L Tice
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010312673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010346383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010830285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09793724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08930376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08909376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0649245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.270256
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0645994
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0649245
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03251
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0649245
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
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/Amt0624640
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/TotalGrantOrContriPdDurYrAmt0624640
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/AppliedToCurrentYearAmt0512383
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0512383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt071308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt065324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024839
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024839
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0354528
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0136862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt071308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt065324
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046021
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0649245
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0136862
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0379367
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0242505
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Watts, Tice & Skowronek
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt024000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt048000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt024000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010134
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Interest in 7th Paragraph Trust
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010134
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010134
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MS 446030 Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MS 836030 Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1107
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22637
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4199
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22637
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4199
TaxesSchedule/TaxesDetail/Amt0140
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0140
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard L Tice
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Large 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/PreparerFirmName/BusinessNameLine1Txt0Arthur W Soriano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt061 Phlox Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whitehouse Station
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0088892006
ReturnHeader/PreparerPersonGrp/PhoneNum09083349959
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur W Soriano Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-05T07:08:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
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
2016Detailed filing. Detailed filing data is available for this year.$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