Civic Intelligence

Loris Masterton Family Foundation

990PF • Fiscal year 2016 • EIN 26-3479431

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
PO Box 15Mansfield Center, CT 06250

(860) 429-5490

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-182%

Higher net margin than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-5.9%

Faster asset growth than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-42%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$453,150

Down $28,514 (-5.9%) from 2015

Net Assets

Down

$453,150

Down $28,514 (-5.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$16,851

Down $12,293 (-42%) from 2015

Expenses

Down

$47,513

Down $5,176 (-9.8%) from 2015

Net Income

Down

-$30,662

Down $7,117 (-30%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2012: $469,752Liabilities 2012: $0Net Assets 2012: $469,7522012Assets 2013: $532,128Liabilities 2013: $0Net Assets 2013: $532,1282013Assets 2014: $508,444Liabilities 2014: $0Net Assets 2014: $508,4442014Assets 2015: $481,664Liabilities 2015: $0Net Assets 2015: $481,6642015Assets 2016: $453,150Liabilities 2016: $0Net Assets 2016: $453,1502016Assets 2017: $485,598Liabilities 2017: $0Net Assets 2017: $485,5982017Assets 2018: $480,891Liabilities 2018: $0Net Assets 2018: $480,8912018Assets 2019: $489,035Liabilities 2019: $0Net Assets 2019: $489,0352019Assets 2020: $468,462Liabilities 2020: $0Net Assets 2020: $468,4622020Assets 2021: $442,444Liabilities 2021: $0Net Assets 2021: $442,4442021Assets 2022: $449,657Liabilities 2022: $0Net Assets 2022: $449,6572022Assets 2023: $437,099Liabilities 2023: $0Net Assets 2023: $437,0992023Assets 2024: $458,756Liabilities 2024: $0Net Assets 2024: $458,7562024

Highlighted filing

2016

Assets$453,150
Liabilities$0
Net Assets$453,150
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $25,1342012Revenue 2013: $21,421Expenses 2013: $100,726Net Income 2013: -$79,3052013Revenue 2014: $24,605Expenses 2014: $58,465Net Income 2014: -$33,8602014Revenue 2015: $29,144Expenses 2015: $52,689Net Income 2015: -$23,5452015Revenue 2016: $16,851Expenses 2016: $47,513Net Income 2016: -$30,6622016Revenue 2017: $21,217Expenses 2017: $35,912Net Income 2017: -$14,6952017Revenue 2018: $22,951Expenses 2018: $43,135Net Income 2018: -$20,1842018Revenue 2019: $23,103Expenses 2019: $42,674Net Income 2019: -$19,5712019Revenue 2020: $28,713Expenses 2020: $49,287Net Income 2020: -$20,5742020Revenue 2021: $18,987Expenses 2021: $45,006Net Income 2021: -$26,0192021Revenue 2022: $52,695Expenses 2022: $45,479Net Income 2022: $7,2162022Revenue 2023: $24,164Expenses 2023: $36,770Net Income 2023: -$12,6062023Revenue 2024: $61,572Expenses 2024: $39,913Net Income 2024: $21,6592024

Highlighted filing

2016

Revenue$16,851
Expenses$47,513
Net Income-$30,662
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORIS MASTERTONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFirst Church Christ MansfieldCharitable501 (3) cMansfield Center, CT, US$15,000
Paid GrantCarter CenterCharitable501 (3) cAtlanta, GA, US$10,000
Paid GrantHaitian Health FoundationCharitable501 (3)cNorwich, CT, US$7,000
Paid GrantWindham Area Interfaith MinistryCharitable501 (3) cWillimantic, CT, US$5,000
Paid GrantGlobal Human RightsCharitable501 (3) cWashington, DC, US$5,000
Paid GrantSimply SmilesCharitable501 (3) cWestport, CT, US$1,000
Filing and Contact Details

Filer

Filer Name
Loris Masterton Family Foundation
EIN
26-3479431
Phone
8604295490
Address
PO Box 15, Mansfield Center, CT 06250

Signing Officer

Name
Loris Masterton
Title
Trustee
Phone
8604295490
Signed
2017-05-15

Preparer

Firm
S & P Financial Services LLC
Address
452 Jackson Street, Willimantic, CT 06226
Preparer
Deetta Spalding
Phone
8604561661
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Westport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506880
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt092000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0113000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt092000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0134500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0134500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02459
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Capital Gain Distributions
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02459
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02459
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02138
OtherIncreasesSchedule/OtherIncreasesDetail/Amt179
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2-69
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital gain on Stock Sales
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Instransit - PY
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2InTransit
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03553
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0United Planner Brokerage Service
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03553
TaxesSchedule/TaxesDetail/Amt0166
TaxesSchedule/TaxesDetail/Amt1104
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0104
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORIS MASTERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08604295490
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Loris Masterton Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LORI
ReturnHeader/Filer/EIN0263479431
ReturnHeader/Filer/PhoneNum08604295490
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 15
ReturnHeader/Filer/USAddress/CityNm0Mansfield Center
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006250
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId077390371B7510F40E8976CA92BD77458B24F78BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId077390371B7510F40E8976CA92BD77458B24F78BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.88.60.191
ReturnHeader/FilingSecurityInformation/IPDt02017-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:02:58
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0S & P Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0452 Jackson Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Willimantic
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006226
ReturnHeader/PreparerPersonGrp/PhoneNum08604561661
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEETTA SPALDING
ReturnHeader/ReturnTs02017-06-14T07:03:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$453,150
Liabilities
$0
Net assets
$453,150
Revenue
$16,851
Expenses
$47,513
Net income
-$30,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.62$0.40$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.24$0.37$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.53$0.45$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.19$0.45$0.26
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.29$0.49$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.23$0.43$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.23$0.43$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.21$0.36$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.17$0.48$0.31
2015Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.29$0.53$0.24
2014Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.25$0.58$0.34
2013Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.21$1.01$0.79
2012Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.25