Civic Intelligence

Pericles Partners Foundation Inc.

990PF • Fiscal year 2017 • EIN 26-1175973

Jan 01, 2017 to Dec 31, 2017 • Filed on May 21, 2018

Organization Profile
44 Winthrop StreetCharlestown, MA 02129-3315

(617) 439-6779

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,377,445

Up $222,208 (+19%) from 2016

Net Assets

Up

$1,377,445

Up $223,708 (+19%) from 2016

Liabilities

Down

$0

Down $1,500 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Down

$241,350

Down $69,102 (-22%) from 2016

Expenses

Up

$62,283

Up $273 (+0.4%) from 2016

Net Income

Down

$179,067

Down $69,375 (-28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $469,308Liabilities 2010: $0Net Assets 2010: $469,3082010Assets 2011: $638,281Liabilities 2011: $0Net Assets 2011: $638,2812011Assets 2012: $1,124,036Liabilities 2012: $0Net Assets 2012: $1,124,0362012Assets 2013: $1,146,913Liabilities 2013: $0Net Assets 2013: $1,146,9132013Assets 2014: $1,019,828Liabilities 2014: $0Net Assets 2014: $1,019,8282014Assets 2015: $880,272Liabilities 2015: $0Net Assets 2015: $880,2722015Assets 2016: $1,155,237Liabilities 2016: $1,500Net Assets 2016: $1,153,7372016Assets 2017: $1,377,445Liabilities 2017: $0Net Assets 2017: $1,377,4452017Assets 2018: $1,321,866Liabilities 2018: $0Net Assets 2018: $1,321,8662018Assets 2019: $1,533,769Liabilities 2019: $0Net Assets 2019: $1,533,7692019Assets 2020: $1,757,120Liabilities 2020: $0Net Assets 2020: $1,757,1202020Assets 2021: $2,241,793Liabilities 2021: $0Net Assets 2021: $2,241,7932021Assets 2022: $2,159,698Liabilities 2022: $0Net Assets 2022: $2,159,6982022Assets 2023: $2,701,026Liabilities 2023: $0Net Assets 2023: $2,701,0262023Assets 2024: $4,050,264Liabilities 2024: $0Net Assets 2024: $4,050,2642024

Highlighted filing

2017

Assets$1,377,445
Liabilities$0
Net Assets$1,377,445
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $21,7732010Expenses 2011: $36,8742011Expenses 2012: $39,1182012Revenue 2013: $25,271Expenses 2013: $55,900Net Income 2013: -$30,6292013Revenue 2014: $7,917Expenses 2014: $39,271Net Income 2014: -$31,3542014Revenue 2015: $9,989Expenses 2015: $62,185Net Income 2015: -$52,1962015Revenue 2016: $310,452Expenses 2016: $62,010Net Income 2016: $248,4422016Revenue 2017: $241,350Expenses 2017: $62,283Net Income 2017: $179,0672017Revenue 2018: -$7,781Expenses 2018: $64,427Net Income 2018: -$72,2082018Revenue 2019: $129,946Expenses 2019: $62,144Net Income 2019: $67,8022019Revenue 2020: $279,280Expenses 2020: $120,799Net Income 2020: $158,4812020Revenue 2021: $226,992Expenses 2021: $31,415Net Income 2021: $195,5772021Revenue 2022: $252,613Expenses 2022: $142,739Net Income 2022: $109,8742022Revenue 2023: $370,568Expenses 2023: $273,558Net Income 2023: $97,0102023Revenue 2024: $1,264,645Expenses 2024: $27,336Net Income 2024: $1,237,3092024

Highlighted filing

2017

Revenue$241,350
Expenses$62,283
Net Income$179,067
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 21, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN ZIMMERMANPresident-$0--
DAVID ZIMMERMANTreasurer And Clerk-$0--
Filing and Contact Details

Filer

Filer Name
Pericles Partners Foundation Inc
EIN
26-1175973
Phone
6174396779
Address
44 WINTHROP STREET, CHARLESTOWN, MA 02129-3315

Signing Officer

Name
Susan Zimmerman
Title
President
Phone
6172420996
Signed
2018-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Blum Shapiro & Company Pc
Address
1 PINE HILL DRIVE SUITE 301, QUINCY, MA 02169-7431
Preparer
Timothy Barry
Phone
7819821001
Raw XML Appendix357 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/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN ZIMMERMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt044 WINTHROP STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLESTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021293315
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174396779
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUSAN ZIMMERMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DAVID ZIMMERMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRIGHAM AND WOMEN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE SHIPLEY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt075 FRANCIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1814 YARROW STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21115 LEVANTE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRYN MAWR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CORAL GABLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233146
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt054916
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043285
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06446
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018288
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03357
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061362
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06446
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043285
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036839
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MR AND MRS DAVID ZIMMERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt044 WINTHROP STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLESTOWN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002129
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AMERICAN EXPRESS FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FIDELITY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2133
OtherIncreasesSchedule/OtherIncreasesDetail/Amt044641
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06172420996
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERICLES PARTNERS FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SUSAN ZIMMERMAN
ReturnHeader/Filer/BusinessNameControlTxt0PERI
ReturnHeader/Filer/EIN0261175973
ReturnHeader/Filer/PhoneNum06174396779
ReturnHeader/Filer/USAddress/AddressLine1Txt044 WINTHROP STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021293315
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07B14BF2BF8F8AC217E314A41F868DB69370B8F6F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF8EC6EC51E1FD1DECD3FD9B85C405DAF374F076
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.251.63.131
ReturnHeader/FilingSecurityInformation/IPDt02018-05-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:57:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061009205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUM SHAPIRO & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 PINE HILL DRIVE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021697431
ReturnHeader/PreparerPersonGrp/PhoneNum07819821001
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY BARRY
ReturnHeader/ReturnTs02018-07-20T13:20:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,377,445
Liabilities
$0
Net assets
$1,377,445
Revenue
$241,350
Expenses
$62,283
Net income
$179,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$1.26$0.03$1.24
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.37$0.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.25$0.14$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.23$0.03$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.28$0.12$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.06$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.01$0.06$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.24$0.06$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.15$0.31$0.06$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.06$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.03$0.06$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02