Civic Intelligence

Nicholas a Farley Charitable Fund William a Farley Jr

990 • Fiscal year 2013 • EIN 26-2121647

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 14, 2014

PO Box 49302356

(508) 238-8209

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$95,201

Up $32,578 (+52%) from 2012

Net Assets

Up

$95,201

Up $32,578 (+52%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$37,766

No earlier filing loaded for comparison.

Expenses

Down

$5,188

Down $10,093 (-66%) from 2012

Net Income

$32,578

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $40,540Liabilities 2010: $0Net Assets 2010: $40,5402010Assets 2011: $50,795Liabilities 2011: $0Net Assets 2011: $50,7952011Assets 2012: $62,623Liabilities 2012: $0Net Assets 2012: $62,6232012Assets 2013: $95,201Liabilities 2013: $0Net Assets 2013: $95,2012013Assets 2014: $123,522Liabilities 2014: $0Net Assets 2014: $123,5222014Assets 2015: $134,673Net Assets 2015: $134,6732015Assets 2016: $131,837Net Assets 2016: $131,8372016Assets 2017: $135,492Net Assets 2017: $135,4922017Assets 2018: $135,136Net Assets 2018: $135,1362018Assets 2019: $136,201Net Assets 2019: $136,2012019Assets 2021: $139,414Net Assets 2021: $139,4142021Assets 2022: $139,619Net Assets 2022: $139,6192022Assets 2023: $138,389Net Assets 2023: $138,3892023Assets 2024: $145,978Net Assets 2024: $145,9782024Assets 2025: $150,090Net Assets 2025: $150,4552025

Highlighted filing

2013

Assets$95,201
Liabilities$0
Net Assets$95,201

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $12,7692010Expenses 2011: $9,3492011Expenses 2012: $15,2812012Revenue 2013: $37,766Expenses 2013: $5,188Net Income 2013: $32,5782013Revenue 2014: $39,310Expenses 2014: $10,989Net Income 2014: $28,3212014Revenue 2015: $17,850Expenses 2015: $6,804Net Income 2015: $11,0462015Revenue 2016: $3,168Expenses 2016: $1,004Net Income 2016: $2,1642016Revenue 2017: $6,253Expenses 2017: $2,598Net Income 2017: $3,6552017Revenue 2018: $5,021Expenses 2018: $5,378Net Income 2018: -$3572018Revenue 2019: $4,986Expenses 2019: $3,920Net Income 2019: $1,0662019Revenue 2021: $5,754Expenses 2021: $3,574Net Income 2021: $2,1802021Revenue 2022: $4,936Expenses 2022: $4,731Net Income 2022: $2052022Revenue 2023: $6,007Expenses 2023: $7,237Net Income 2023: -$1,2302023Revenue 2024: $12,929Expenses 2024: $5,376Net Income 2024: $7,5532024Revenue 2025: $11,337Expenses 2025: $6,860Net Income 2025: $4,4772025

Highlighted filing

2013

Revenue$37,766
Expenses$5,188
Net Income$32,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 14, 2014
Return Version
2013v3.1
Gross Receipts
$37,766
Mission and Program Overview

Mission

To provide scholarships and grants for students attending the carroll school in lincoln, massachusetts, to provide funding to educational institutons for the acquisition of aiding technologies for students with dyslexia and similar learning disabilities and to provide scholarships for students attending various educational institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$62,623$95,201▲ $32,578
Total Assets$62,623$95,201▲ $32,578
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$62,623$95,201▲ $32,578
Total Net Assets Fund Balance$62,623$95,201▲ $32,578
Total Liabilities and Net Assets / Fund Balance$62,623$95,201▲ $32,578
Compensation and Service Providers

Board Members and Trustees

NameTitle
-President
Revenue and Support

Revenue Composition

Contributions and Grants
$37,766
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$32,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,763
Other Expenses$425
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,763--$4,763
Office Expenses-$425-$425
Total Functional Expenses$4,763$425$0$5,188
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
26-2121647

Signing Officer

Name
William Farley Jr
Title
President
Signed
2014-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Farley Jr
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Preparer
Richard C Dailey
Phone
5085884800
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide scholarships and grants for students attending the carroll school in lincoln, massachusetts, to provide funding to educational institutons for the acquisition of aiding technologies for students with dyslexia and similar learning disabilities and to provide scholarships for students attending various educational institutions.

Form 990, Page 2, Part III, Line 4D

To provide for the acquisition of aiding technologies for students with dyslexia and similar learning disabilities.

Raw XML Appendix208 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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IRS990/GrantsToIndividualsInd0false
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/PYTotalExpensesAmt015281
IRS990/PYTotalRevenueAmt027109
IRS990/ReconcilationRevenueExpnssAmt032578
IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
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IRS990/ScheduleORequiredInd0false
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM FARLEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10NICHOLAS A FARLEY CHARITABLE FUND
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ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002356
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10353 W CENTER ST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
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ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD C DAILEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-04-10T19:58:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.50$1.50$0.11$0.07$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.13$0.05$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.06$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.05$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.06$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.05$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.05$0.05$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.06$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.03$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.18$0.07$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.39$0.11$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.38$0.05$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.13