Civic Intelligence

The Donald & Priscilla Felt Charitable Foundation

990PF • Fiscal year 2012 • EIN 27-6506223

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 27, 2013

201 Great Road01720
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

28th percentile

-9.2%

Faster asset growth than 28% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$4,270

Down $433 (-9.2%) from 2011

Net Assets

Down

$4,270

Down $433 (-9.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,160

Down $165 (-12%) from 2011

Net Income

-

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.

$3.0M$2.0M$1.0M$0Assets 2011: $4,703Liabilities 2011: $0Net Assets 2011: $4,7032011Assets 2012: $4,270Liabilities 2012: $0Net Assets 2012: $4,2702012Assets 2013: $4,020Liabilities 2013: $0Net Assets 2013: $4,0202013Assets 2014: $3,800Liabilities 2014: $0Net Assets 2014: $3,8002014Assets 2015: $4,410Liabilities 2015: $72Net Assets 2015: $4,3382015Assets 2016: $3,237Liabilities 2016: $0Net Assets 2016: $3,2372016Assets 2017: $2,328,617Liabilities 2017: $0Net Assets 2017: $2,328,6172017Assets 2018: $2,389,279Liabilities 2018: $0Net Assets 2018: $2,389,2792018Assets 2019: $2,243,588Liabilities 2019: $0Net Assets 2019: $2,243,5882019Assets 2021: $2,091,634Liabilities 2021: $0Net Assets 2021: $2,091,6342021Assets 2022: $1,994,455Liabilities 2022: $0Net Assets 2022: $1,994,4552022Assets 2024: $1,907,783Liabilities 2024: $0Net Assets 2024: $1,907,7832024

Highlighted filing

2012

Assets$4,270
Liabilities$0
Net Assets$4,270

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $1,3252011Expenses 2012: $1,1602012Revenue 2013: $675Expenses 2013: $925Net Income 2013: -$2502013Revenue 2014: $87Expenses 2014: $250Net Income 2014: -$1632014Revenue 2015: $992Expenses 2015: $259Net Income 2015: $7332015Revenue 2016: -$850Expenses 2016: $251Net Income 2016: -$1,1012016Revenue 2017: $4,586Expenses 2017: $28,716Net Income 2017: -$24,1302017Revenue 2018: $56,283Expenses 2018: $133,446Net Income 2018: -$77,1632018Revenue 2019: $60,115Expenses 2019: $135,768Net Income 2019: -$75,6532019Revenue 2021: $105,391Expenses 2021: $175,773Net Income 2021: -$70,3822021Revenue 2022: $45,824Expenses 2022: $142,768Net Income 2022: -$96,9442022Revenue 2024: $99,142Expenses 2024: $134,913Net Income 2024: -$35,7712024

Highlighted filing

2012

Revenue-
Expenses$1,160
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 27, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William F BrooksTrustee-$0--
Filing and Contact Details

Filer

EIN
27-6506223
Raw XML Appendix198 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/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY04703
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IRS990PF/BalanceSheets/UnrestrictedBOY04703
IRS990PF/BalanceSheets/UnrestrictedEOY04270
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-433
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04270
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04703
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04270
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04270
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets04380
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04380
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable066
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0216
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets04314
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets04380
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0William F Brooks
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10201 Great Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Acton
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode001720
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear02
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total04
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year102
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear02
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total04
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year102
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear01010
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total02185
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IRS990PF/PrivateOperatingFoundations/Section4942j30X
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01010
IRS990PF/QualifyingDistributions/ExpensesAndContributions01010
IRS990PF/QualifyingDistributions/QualifyingDistributions01010
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0false
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10William F Brooks
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09782644770
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10201 Great Road
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Acton
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode001720
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Applications may be oral or written provided they are substantiated by other documentation.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Attorney William F Brooks
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09782644770
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10201 Great Road
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Acton
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001720
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0On an as needed basis.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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OtherExpensesSchedule/OtherExpenses/Description0Filing Fees
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OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
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OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0276506223
ReturnHeader/Filer/Name/BusinessNameLine10The Donald & Priscilla Felt
ReturnHeader/Filer/Name/BusinessNameLine20Charitable Foundation
ReturnHeader/Filer/NameControl0DONA
ReturnHeader/Filer/Phone09782644770
ReturnHeader/Filer/USAddress/AddressLine10201 Great Road
ReturnHeader/Filer/USAddress/City0Acton
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001720
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-02-27
ReturnHeader/Officer/Name0William F Brooks
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Stafford Gaudet & Associates LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1019 Fletcher St PO Box 367
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Chelmsford
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001824
ReturnHeader/Preparer/Name0Brian J Stafford CPA MST
ReturnHeader/Preparer/Phone09782500300
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-02-27T17:22:39-08:00

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