Civic Intelligence

Polynate Foundation

990PF • Fiscal year 2016 • EIN 27-6958071

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

Organization Profile
PO Box 600615Newton, MA 02460

(617) 964-4766

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

3rd percentile

-267%

Higher net margin than 3% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

17th percentile

-5.4%

Faster asset growth than 17% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

258%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$8,500,973

Down $482,984 (-5.4%) from 2015

Net Assets

Down

$8,500,973

Down $482,984 (-5.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin3rd percentile

Revenue

Up

$180,715

Up $130,240 (+258%) from 2015

Expenses

Up

$663,699

Up $234,322 (+55%) from 2015

Net Income

Down

-$482,984

Down $104,082 (-27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$30M$20M$10M$0Assets 2011: $6,485,509Liabilities 2011: $0Net Assets 2011: $6,485,5092011Assets 2012: $6,181,285Liabilities 2012: $0Net Assets 2012: $6,181,2852012Assets 2013: $6,591,425Liabilities 2013: $0Net Assets 2013: $6,591,4252013Assets 2015: $8,983,957Liabilities 2015: $0Net Assets 2015: $8,983,9572015Assets 2016: $8,500,973Liabilities 2016: $0Net Assets 2016: $8,500,9732016Assets 2017: $8,705,844Liabilities 2017: $0Net Assets 2017: $8,705,8442017Assets 2018: $10,602,965Liabilities 2018: $0Net Assets 2018: $10,602,9652018Assets 2019: $13,877,608Liabilities 2019: $0Net Assets 2019: $13,877,6082019Assets 2020: $19,034,961Liabilities 2020: $0Net Assets 2020: $19,034,9612020Assets 2021: $22,702,929Liabilities 2021: $0Net Assets 2021: $22,702,9292021Assets 2022: $21,542,008Liabilities 2022: $0Net Assets 2022: $21,542,0082022

Highlighted filing

2016

Assets$8,500,973
Liabilities$0
Net Assets$8,500,973
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $12,5722011Expenses 2012: $272,4982012Revenue 2013: $737,976Expenses 2013: $327,836Net Income 2013: $410,1402013Revenue 2015: $50,475Expenses 2015: $429,377Net Income 2015: -$378,9022015Revenue 2016: $180,715Expenses 2016: $663,699Net Income 2016: -$482,9842016Revenue 2017: $720,012Expenses 2017: $515,141Net Income 2017: $204,8712017Revenue 2018: $2,469,966Expenses 2018: $572,845Net Income 2018: $1,897,1212018Revenue 2019: $3,981,118Expenses 2019: $706,475Net Income 2019: $3,274,6432019Revenue 2020: $5,965,273Expenses 2020: $807,920Net Income 2020: $5,157,3532020Revenue 2021: $4,922,489Expenses 2021: $1,254,521Net Income 2021: $3,667,9682021Revenue 2022: $297,792Expenses 2022: $1,458,713Net Income 2022: -$1,160,9212022

Highlighted filing

2016

Revenue$180,715
Expenses$663,699
Net Income-$482,984
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 Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR SHERMANTrustee-$0--
MRS HSUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Polynate Foundation
EIN
27-6958071
Phone
6179644766
Address
PO BOX 600615, NEWTON, MA 02460

Signing Officer

Name
Paul Sherman
Title
Trustee
Phone
6179644766
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Robert Goodman Pc
Address
1340 CENTRE STREET SUITE 200, NEWTON CENTER, MA 02459
Preparer
Robert Goodman CPA
Phone
6179644766
Raw XML Appendix336 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122885
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-28326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-280
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010,000 SHS OF OPAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SALE OF EUROS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2333.5269 SHS OF BGO
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0139867
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-482984
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08500973
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0545704
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0547511
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt067881
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011049086
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0166755
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MRS HSU
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MR SHERMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002460
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179644766
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MR SHERMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MRS HSU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY GOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY GOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ROVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 21753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12000 WESTCHESTER AVE NO 2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHATTANOOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110577
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0655000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0135593
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0519407
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0545704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0655000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0410111
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0519407
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt08890106
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SECURITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt08395464
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011172410
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LEGAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0561
TaxesSchedule/TaxesDetail/Amt0844
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/Amt24345
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1MASSACHUSETTS TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179644766
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLYNATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0276958071
ReturnHeader/Filer/PhoneNum06179644766
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 600615
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002460
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04904110DF96F320CB4A9635E9E070F7AF567D18A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ABC4647840C6DB617C25F46A4A315FB5A80C0D2B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.7.233
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:03:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042837595
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT GOODMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01340 CENTRE STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWTON CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002459
ReturnHeader/PreparerPersonGrp/PhoneNum06179644766
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT GOODMAN CPA
ReturnHeader/ReturnTs02017-11-15T09:03:21-06:00
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
$8,500,973
Liabilities
$0
Net assets
$8,500,973
Revenue
$180,715
Expenses
$663,699
Net income
-$482,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$0.30$1.46$1.16
2021Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$4.92$1.25$3.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$5.97$0.81$5.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.00$13.9$3.98$0.71$3.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$2.47$0.57$1.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.71$0.00$8.71$0.72$0.52$0.20
2016Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.18$0.66$0.48
2015Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.05$0.43$0.38
2013Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.74$0.33$0.41
2012Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.27
2011Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.01