Civic Intelligence

Mattimore Family Charitable Foundation

990PF • Fiscal year 2016 • EIN 27-6925746

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

Organization Profile
C/O William Loftus 109 Elm StMillbury, MA 01527

(508) 865-1666

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

2nd percentile

-1870%

Higher net margin than 2% 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

29th percentile

-8.8%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$146,967

Down $14,238 (-8.8%) from 2015

Net Assets

Down

$146,967

Down $14,238 (-8.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$893

Down $6,592 (-88%) from 2015

Expenses

Down

$17,588

Down $22,506 (-56%) from 2015

Net Income

Up

-$16,695

Up $15,914 (+49%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$300K$200K$100K$0Assets 2011: $285,615Liabilities 2011: $0Net Assets 2011: $285,6152011Assets 2012: $279,529Liabilities 2012: $0Net Assets 2012: $279,5292012Assets 2013: $281,895Liabilities 2013: $0Net Assets 2013: $281,8952013Assets 2014: $210,478Liabilities 2014: $0Net Assets 2014: $210,4782014Assets 2015: $161,205Liabilities 2015: $0Net Assets 2015: $161,2052015Assets 2016: $146,967Liabilities 2016: $0Net Assets 2016: $146,9672016Assets 2020: $37,649Liabilities 2020: $0Net Assets 2020: $37,6492020

Highlighted filing

2016

Assets$146,967
Liabilities$0
Net Assets$146,967
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $17,1322011Expenses 2012: $25,2952012Revenue 2013: $8,635Expenses 2013: $16,237Net Income 2013: -$7,6022013Revenue 2014: $15,147Expenses 2014: $72,983Net Income 2014: -$57,8362014Revenue 2015: $7,485Expenses 2015: $40,094Net Income 2015: -$32,6092015Revenue 2016: $893Expenses 2016: $17,588Net Income 2016: -$16,6952016Revenue 2020: $838Expenses 2020: $38,758Net Income 2020: -$37,9202020

Highlighted filing

2016

Revenue$893
Expenses$17,588
Net Income-$16,695
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM P LOFTUSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mattimore Family Charitable
EIN
27-6925746
Phone
5088651666
Address
C/O WILLIAM LOFTUS 109 ELM ST, MILLBURY, MA 01527

Signing Officer

Name
William P Loftus
Title
Trustee
Phone
5088651666
Signed
2017-11-15

Preparer

Firm
Shepherd & Goldstein
Address
100 FRONT STREET 16TH FLOOR, WORCESTER, MA 01608
Preparer
Joshua P Lapan CPA
Phone
5087573311
Raw XML Appendix249 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1MERRILL LYNCH
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1167403
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07187
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07187
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07187
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07259
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt072
IRS990PF/DistributableAmountGrp/TotalTaxAmt072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt072
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt072
IRS990PF/FMVAssetsEOYAmt0149429
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0147387
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013210
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0134177
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02211
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07259
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0145176
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0109 ELM STREET
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt036
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015000
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME USED FOR GRANTS TO CHARITIES FOR EDUCATION
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INCOME USED FOR GRANTS TO CHARITIES FOR EDUCATION
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION TO THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION TO THE CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE RECTORY SCHOOL
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07813
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082369
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01981
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1607
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02457
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM P LOFTUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05088651666
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATTIMORE FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATT
ReturnHeader/Filer/EIN0276925746
ReturnHeader/Filer/PhoneNum05088651666
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WILLIAM LOFTUS 109 ELM ST
ReturnHeader/Filer/USAddress/CityNm0MILLBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001527
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021964C10F9091FF4CE6911AD805E8BC7EFFF3ADE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D257561237712F13DCEC376636E580D7D8C4958
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042701070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHEPHERD & GOLDSTEIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 FRONT STREET 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087573311
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA P LAPAN CPA
ReturnHeader/ReturnTs02017-11-15T15:29:04-05:00
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
$146,967
Liabilities
$0
Net assets
$146,967
Revenue
$893
Expenses
$17,588
Net income
-$16,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.39$0.38
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.01$0.18$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.07$0.40$0.33
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.15$0.73$0.58
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.09$0.16$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.25
2011Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.17