Civic Intelligence

Polynate Foundation

990PF • Fiscal year 2018 • EIN 27-6958071

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

Organization Profile
PO Box 600615Newton, MA 02460

(617) 778-7780

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

87th percentile

22%

Faster asset growth than 87% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

243%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$10,602,965

Up $1,897,121 (+22%) from 2017

Net Assets

Up

$10,602,965

Up $1,897,121 (+22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin95th percentile

Revenue

Up

$2,469,966

Up $1,749,954 (+243%) from 2017

Expenses

Up

$572,845

Up $57,704 (+11%) from 2017

Net Income

Up

$1,897,121

Up $1,692,250 (+826%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th 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 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

2018

Assets$10,602,965
Liabilities$0
Net Assets$10,602,965
Open 2018 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 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

2018

Revenue$2,469,966
Expenses$572,845
Net Income$1,897,121
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

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

Filer

Filer Name
Polynate Foundation
EIN
27-6958071
Phone
6177787780
Address
PO BOX 600615, NEWTON, MA 02460

Signing Officer

Name
Paul Sherman
Title
Trustee
Phone
6179644766
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Robert Goodman Pc
Address
1340 CENTRE STREET SUITE 200, NEWTON CENTER, MA 02459
Phone
6179644766
Raw XML Appendix348 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PRIVATEER COMMUNITY SAILING FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt037 JUNIPER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14713 PRIVATEER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22000 WESTCHESTER AVE NO 2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HIXON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002493
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137343
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210577
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0566500
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/AppliedToCurrentYearAmt013415
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0553871
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0673812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0567286
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0660397
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0553871
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0POLYNOMINAL TRUST CO WILMINGTON TRUST CO
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PAUL SHERMAN AND LYNN HSU
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01100 NORTH MARKET ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt121 GIBSON ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WILMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEWTONVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019890
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102460
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01700000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1750000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PAUL A SHERMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt021 GIBSON ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEWTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002460
TaxesSchedule/TaxesDetail/Amt01435
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/Amt22822
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/NetInvestmentIncomeAmt22822
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179644766
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLYNATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0276958071
ReturnHeader/Filer/PhoneNum06177787780
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 600615
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002460
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087D6B78470DBA3C7106BA1A67E780D3377D5BA72
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.7.233
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:34:09
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/PreparationDt02019-11-08
ReturnHeader/ReturnTs02019-11-08T15:18:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,602,965
Liabilities
$0
Net assets
$10,602,965
Revenue
$2,469,966
Expenses
$572,845
Net income
$1,897,121
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
2018Detailed filing. Detailed filing data is available for this year.$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
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
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