Civic Intelligence

Lord and Benoit Charitable Foundation

990PF • Fiscal year 2016 • EIN 27-0521963

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 30, 2017

Organization Profile
1 W Boylston StreetWorcester, MA 01605

(508) 770-1040

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

3rd percentile

-82%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$792

Down $3,685 (-82%) from 2015

Net Assets

Down

$792

Down $3,685 (-82%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2015

Expenses

Down

$3,535

Down $5,652 (-62%) from 2015

Net Income

Up

-$3,535

Up $5,652 (+62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$60K$40K$20K$0Assets 2010: $32,665Liabilities 2010: $0Net Assets 2010: $32,6652010Assets 2011: $41,927Liabilities 2011: $0Net Assets 2011: $41,9272011Assets 2012: $29,437Liabilities 2012: $0Net Assets 2012: $29,4372012Assets 2013: $22,252Liabilities 2013: $0Net Assets 2013: $22,2522013Assets 2014: $13,664Liabilities 2014: $0Net Assets 2014: $13,6642014Assets 2015: $4,477Liabilities 2015: $0Net Assets 2015: $4,4772015Assets 2016: $792Liabilities 2016: $0Net Assets 2016: $7922016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$792
Liabilities$0
Net Assets$792
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KExpenses 2010: $4,1392010Expenses 2011: $4,7402011Expenses 2012: $19,4912012Revenue 2013: $1Expenses 2013: $7,186Net Income 2013: -$7,1852013Revenue 2014: $0Expenses 2014: $8,588Net Income 2014: -$8,5882014Revenue 2015: $0Expenses 2015: $9,187Net Income 2015: -$9,1872015Revenue 2016: $0Expenses 2016: $3,535Net Income 2016: -$3,5352016Revenue 2017: $0Expenses 2017: $792Net Income 2017: -$7922017

Highlighted filing

2016

Revenue$0
Expenses$3,535
Net Income-$3,535
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert J BenoitTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lord and Benoit Charitable Foundation
EIN
27-0521963
Address
1 W BOYLSTON STREET, Worcester, MA 01605

Signing Officer

Name
Robert J Benoit
Title
President
Phone
5088536404
Signed
2017-04-30
Discuss with paid preparer
No

Preparer

Firm
Robert J Benoit CPA
Address
1 W Boylston St Ste LL08, Worcester, MA 01605
Preparer
Robert Benoit
Phone
5087701040
Raw XML Appendix171 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert J Benoit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 W BOYLSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Worcester
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt036445
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Robert J Benoit
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05088536404
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CRU
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert J Benoit
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05088536404
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORD AND BENOIT CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LORD
ReturnHeader/Filer/EIN0270521963
ReturnHeader/Filer/USAddress/AddressLine1Txt01 W BOYLSTON STREET
ReturnHeader/Filer/USAddress/CityNm0Worcester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001605
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.32.123.226
ReturnHeader/FilingSecurityInformation/IPDt02017-04-25
ReturnHeader/FilingSecurityInformation/IPTm013:45:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043572741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert J Benoit CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 W Boylston St Ste LL08
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Worcester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001605
ReturnHeader/PreparerPersonGrp/PhoneNum05087701040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Benoit
ReturnHeader/ReturnTs02017-04-25T13:43:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$792
Liabilities
$0
Net assets
$792
Revenue
$0
Expenses
$3,535
Net income
-$3,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.79$0.79
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.00$3.54$3.54
2015Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.00$9.19$9.19
2014Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.00$8.59$8.59
2013Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$0.00$7.19$7.19
2012Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$19.5
2011Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$4.74
2010Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$4.14