Civic Intelligence

IT Takes a Community Foundation Inc

EIN 27-1677945 • 501(c)3 • Greenfield, MA

Profile

To help revive rural communities across new england by providing assistance that strengthens, enriches, and preserves local towns.

CO 400 Chapman StreetGreenfield, MA 01301-1736

itacf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $983 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $983 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2021

Expenses

Down

$983

Down $6,364 (-87%) from 2021

Net Income

Up

-$983

Up $6,364 (+87%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $30,890Liabilities 2013: $0Net Assets 2013: $30,8902013Assets 2014: $6,601Liabilities 2014: $0Net Assets 2014: $6,6012014Assets 2015: $21,653Liabilities 2015: $0Net Assets 2015: $21,6532015Assets 2016: $64,374Liabilities 2016: $0Net Assets 2016: $64,3742016Assets 2017: $129,165Liabilities 2017: $0Net Assets 2017: $129,1652017Assets 2018: $17,030Liabilities 2018: $0Net Assets 2018: $17,0302018Assets 2019: $4,672Liabilities 2019: $0Net Assets 2019: $4,6722019Assets 2020: $8,330Liabilities 2020: $0Net Assets 2020: $8,3302020Assets 2021: $983Liabilities 2021: $0Net Assets 2021: $9832021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2013: $199,972Expenses 2013: $202,207Net Income 2013: -$2,2352013Revenue 2014: $196,028Expenses 2014: $220,317Net Income 2014: -$24,2892014Revenue 2015: $87,795Expenses 2015: $72,743Net Income 2015: $15,0522015Revenue 2016: $107,025Expenses 2016: $64,304Net Income 2016: $42,7212016Revenue 2017: $120,530Expenses 2017: $55,739Net Income 2017: $64,7912017Revenue 2018: $38,495Expenses 2018: $150,630Net Income 2018: -$112,1352018Revenue 2019: $177Expenses 2019: $12,535Net Income 2019: -$12,3582019Revenue 2020: $9,772Expenses 2020: $6,114Net Income 2020: $3,6582020Revenue 2021: $0Expenses 2021: $7,347Net Income 2021: -$7,3472021Revenue 2022: $0Expenses 2022: $983Net Income 2022: -$9832022

Highlighted filing

2022

Revenue$0
Expenses$983
Net Income-$983
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$983
Net income
-$983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.00$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.10$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.13$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.38$1.51$1.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$1.21$0.56$0.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$1.07$0.64$0.43
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.88$0.73$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.96$2.20$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$2.00$2.02$0.02
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$9,772
Mission and Program Overview

Mission

To help revive rural communities across new england and beyond by providing assistance that strengthens, enriches, and preserves local towns.

To help revive rural communities across new england and beyond by providing assistance that strengthens, enriches and preserves local towns.

Program Services

DescriptionGrantsExpenses
ORGANIZATION IS INACTIVE AND HAS INITIATED EFFORTS TO LIQUIDATE$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY VAN EPPSPresident, Treasurer, Cler-$0--
AARON LEWISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Aaron Lewis Foundation Inc
EIN
27-1677945
Phone
4132231138
Address
CO 400 CHAPMAN STREET, GREENFIELD, MA 01301-1736

Signing Officer

Name
Timothy Van Epps
Title
President
Phone
4137722121
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Meyers Brothers Kalicka Pc
Address
330 WHITNEY AVE SUITE 800, HOLYOKE, MA 01040
Preparer
RUDY M D'AGOSTINO
Phone
4135368510
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 1.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: ma unclaimed property refund. Amount: 9,771.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: monthly online terminal fees. Amount: 1,347. Description: general expenses. Amount: 432. Description: annual report fees. Amount: 35. Total to form 990-ez, line 16: 1,814.”

Raw XML Appendix169 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIMOTHY VAN EPPS
IRS990EZ/BooksInCareOfDetail/PhoneNum04132231136
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O 400 CHAPMAN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04672
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08330
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03658
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04300
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04672
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08330
IRS990EZ/GrossReceiptsAmt09772
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04672
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08330
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04672
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08330
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIMOTHY VAN EPPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AARON LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, TREASURER, CLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01814
IRS990EZ/OtherRevenueTotalAmt09771
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP REVIVE RURAL COMMUNITIES ACROSS NEW ENGLAND AND BEYOND BY PROVIDING ASSISTANCE THAT STRENGTHENS, ENRICHES AND PRESERVES LOCAL TOWNS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION IS INACTIVE AND HAS INITIATED EFFORTS TO LIQUIDATE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06114
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt09772
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AARONLEWISFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt012500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt042500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt068655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt063468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0178217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt045
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09771
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt065125
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0173924
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0173336
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0422331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt045
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92380
IRS990ScheduleA/PublicSupportPY509Pct00.90140
IRS990ScheduleA/PublicSupportTotal509Amt0554848
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt015700
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt045700
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt03200
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt03200
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0111219
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0242579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0236804
IRS990ScheduleA/Total509Grp/TotalAmt0600548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0111232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0242599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0236813
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0600593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MA UNCLAIMED PROPERTY REFUND. AMOUNT: 9,771.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MONTHLY ONLINE TERMINAL FEES. AMOUNT: 1,347. DESCRIPTION: GENERAL EXPENSES. AMOUNT: 432. DESCRIPTION: ANNUAL REPORT FEES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 1,814.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY VAN EPPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04137722121
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AARON LEWIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0AARO
ReturnHeader/Filer/EIN0271677945
ReturnHeader/Filer/PhoneNum04132231138
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO 400 CHAPMAN STREET
ReturnHeader/Filer/USAddress/CityNm0GREENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0013011736
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042713795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEYERS BROTHERS KALICKA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 WHITNEY AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLYOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001040
ReturnHeader/PreparerPersonGrp/PhoneNum04135368510
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUDY M D'AGOSTINO
ReturnHeader/ReturnTs02021-11-15T13:52:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIMOTHY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VAN EPPS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits