Civic Intelligence

Rachel and Lillian Rose Foundation

990EZ • Fiscal year 2014 • EIN 27-3951808

Dec 01, 2013 to Nov 30, 2014 • Filed on Apr 15, 2015

41 Tremont Street02330

(508) 866-7487

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

43rd percentile

-2.2%

Faster revenue growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$41,722

Down $5,963 (-13%) from 2013

Net Assets

Down

$41,722

Down $5,963 (-13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$39,347

Down $901 (-2.2%) from 2013

Expenses

Up

$45,310

Up $23,563 (+108%) from 2013

Net Income

Down

-$5,963

Down $24,464 (-132%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $14,219Liabilities 2011: $0Net Assets 2011: $14,2192011Assets 2012: $29,184Liabilities 2012: $0Net Assets 2012: $29,1842012Assets 2013: $47,685Liabilities 2013: $0Net Assets 2013: $47,6852013Assets 2014: $41,722Liabilities 2014: $0Net Assets 2014: $41,7222014Assets 2015: $42,261Liabilities 2015: $0Net Assets 2015: $42,2612015Assets 2016: $32,904Liabilities 2016: $0Net Assets 2016: $32,9042016Assets 2017: $31,344Net Assets 2017: $31,3442017Assets 2018: $24,033Net Assets 2018: $24,0332018Assets 2019: $6,133Net Assets 2019: $6,1332019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$41,722
Liabilities$0
Net Assets$41,722

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $32,929Expenses 2011: $19,276Net Income 2011: $13,6532011Revenue 2012: $40,659Expenses 2012: $25,128Net Income 2012: $15,5312012Revenue 2013: $40,248Expenses 2013: $21,747Net Income 2013: $18,5012013Revenue 2014: $39,347Expenses 2014: $45,310Net Income 2014: -$5,9632014Revenue 2015: $29,323Expenses 2015: $28,784Net Income 2015: $5392015Revenue 2016: $2,984Expenses 2016: $12,341Net Income 2016: -$9,3572016Expenses 2017: $1,5602017Revenue 2018: $1,000Expenses 2018: $920Net Income 2018: $802018Expenses 2019: $17,9002019Expenses 2020: $6,1332020

Highlighted filing

2014

Revenue$39,347
Expenses$45,310
Net Income-$5,963
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Apr 15, 2015
Return Version
2013v4.0
Gross Receipts
$39,347
Mission and Program Overview

Mission

To educate the public in regard to the existence of domestic abuse and to assist those who are already in such a crisis

To educate the public in regard to the e

Program Services

DescriptionGrantsExpenses
To educate the public in regard to the existence of domestic abuse and to assist those who are already in such a crisis--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph MetterazzoTrustee-$0--
Priscilla MatterazzoTrustee-$0--
Marybeth CanwellTrustee-$0--
David FranklinTrustee-$0--
Filing and Contact Details

Filer

EIN
27-3951808

Signing Officer

Name
Joseph Metterazzo
Title
Trustee
Phone
5088667487
Signed
2015-04-15
Discuss with paid preparer
Yes

Preparer

Preparer
Kim Broderick
Phone
7818496070
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Grantee Joanne's Place Street Main St City, State, Zip Quincy, MA 02169Amount 10,000Grantee Baystate Community Service Street 13 Temple St City, State, Zip Quincy, MA 02169Amount 5,000Grantee Germantown Neighborhood Center Street 366 Palmer Street City, State, Zip Quincy, MA 02169Amount 5,000Amount 8,000

Description of other expenses Part I line 16

Description AmountFundraising Expenses 14,688Bank Charges 59Registration Fees 35Advertising 25Other 119

Raw XML Appendix135 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Joseph Metterazzo
IRS990EZ/BooksInCareOfDetail/PhoneNum05088667487
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1041 Tremont St
IRS990EZ/BooksInCareOfDetail/USAddress/City0Carver
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode002330
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047685
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041722
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt039347
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5963
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047685
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041722
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028000
IRS990EZ/GrossReceiptsAmt039347
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047685
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041722
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047685
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041722
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joseph Metterazzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Priscilla Matterazzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marybeth Canwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Franklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014926
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To educate the public in regard to the e
IRS990EZ/PrintingPublicationsPostageAmt01184
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To educate the public in regard to the existence of domestic abuse and to assist those who are already in such a crisis
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045310
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt039347
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153182
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0153182
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032929
IRS990ScheduleA/Total509Grp/TotalAmt0153182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040659
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032929
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0153182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee Joanne's Place Street Main St City, State, Zip Quincy, MA 02169Amount 10,000Grantee Baystate Community Service Street 13 Temple St City, State, Zip Quincy, MA 02169Amount 5,000Grantee Germantown Neighborhood Center Street 366 Palmer Street City, State, Zip Quincy, MA 02169Amount 5,000Amount 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFundraising Expenses 14,688Bank Charges 59Registration Fees 35Advertising 25Other 119
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Metterazzo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05088667487
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rachel and Lillian Rose Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RACH
ReturnHeader/Filer/EIN0273951808
ReturnHeader/Filer/USAddress/AddressLine1041 Tremont Street
ReturnHeader/Filer/USAddress/City0Carver
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002330
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043497772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Henderson Grealis Associates PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10225 Water Street Suite 212A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Plymouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002360
ReturnHeader/PreparerPersonGrp/PhoneNum07818496070
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim Broderick
ReturnHeader/ReturnTs02015-04-15T14:16:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-12-01
ReturnHeader/TaxPeriodEndDt02014-11-30
ReturnHeader/TaxYr02013

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Filings