Civic Intelligence

Four Winds Foundation

990PF • Fiscal year 2023 • EIN 35-7086858

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
15-b Porter RoadBoxford, MA 01921

(978) 500-5833

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

9th percentile

-65%

Higher net margin than 9% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

19th percentile

-3.1%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-47%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$26,672,502

Down $856,775 (-3.1%) from 2022

Net Assets

Down

$26,672,502

Down $856,775 (-3.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin9th percentile

Revenue

Down

$1,328,269

Down $1,185,326 (-47%) from 2022

Expenses

Up

$2,185,044

Up $235,697 (+12%) from 2022

Net Income

Down

-$856,775

Down $1,421,023 (-252%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30M$20M$10M$0Assets 2015: $29,923,689Liabilities 2015: $0Net Assets 2015: $29,923,6892015Assets 2016: $28,836,904Liabilities 2016: $0Net Assets 2016: $28,836,9042016Assets 2017: $28,691,220Liabilities 2017: $0Net Assets 2017: $28,691,2202017Assets 2018: $27,733,234Liabilities 2018: $0Net Assets 2018: $27,733,2342018Assets 2019: $27,284,008Liabilities 2019: $0Net Assets 2019: $27,284,0082019Assets 2020: $24,876,987Liabilities 2020: $0Net Assets 2020: $24,876,9872020Assets 2021: $26,965,029Liabilities 2021: $0Net Assets 2021: $26,965,0292021Assets 2022: $27,529,277Liabilities 2022: $0Net Assets 2022: $27,529,2772022Assets 2023: $26,672,502Liabilities 2023: $0Net Assets 2023: $26,672,5022023Assets 2024: $22,502,239Liabilities 2024: $0Net Assets 2024: $22,502,2392024

Highlighted filing

2023

Assets$26,672,502
Liabilities$0
Net Assets$26,672,502
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0MRevenue 2015: $164,937Expenses 2015: $241,288Net Income 2015: -$76,3512015Revenue 2016: $586,867Expenses 2016: $1,673,652Net Income 2016: -$1,086,7852016Revenue 2017: $1,567,838Expenses 2017: $1,713,522Net Income 2017: -$145,6842017Revenue 2018: $834,878Expenses 2018: $1,792,864Net Income 2018: -$957,9862018Revenue 2019: $1,428,438Expenses 2019: $1,877,664Net Income 2019: -$449,2262019Revenue 2020: $1,026,199Expenses 2020: $3,433,220Net Income 2020: -$2,407,0212020Revenue 2021: $5,757,515Expenses 2021: $1,306,052Net Income 2021: $4,451,4632021Revenue 2022: $2,513,595Expenses 2022: $1,949,347Net Income 2022: $564,2482022Revenue 2023: $1,328,269Expenses 2023: $2,185,044Net Income 2023: -$856,7752023Revenue 2024: $2,539,882Expenses 2024: $6,710,145Net Income 2024: -$4,170,2632024

Highlighted filing

2023

Revenue$1,328,269
Expenses$2,185,044
Net Income-$856,775
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA D MERRIAMTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Four Winds Foundation
EIN
35-7086858
Phone
9785005833
Address
15-B PORTER ROAD, BOXFORD, MA 01921

Signing Officer

Name
Diana Merriam
Title
Trustee
Phone
9785005833
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
99 SUMMER STREET SUITE 520, BOSTON, MA 02110
Preparer
Paul Nadeau
Phone
6172368098
Raw XML Appendix364 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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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt024383
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA MERRIAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09785005833
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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ReturnHeader/Filer/EIN0357086858
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050409384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAHN LITWIN RENZA & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 SUMMER STREET SUITE 520
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL NADEAU
ReturnHeader/ReturnTs02024-11-14T13:09:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,672,502
Liabilities
$0
Net assets
$26,672,502
Revenue
$1,328,269
Expenses
$2,185,044
Net income
-$856,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$2.54$6.71$4.17
2023Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$1.33$2.19$0.86
2022Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$2.51$1.95$0.56
2021Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$5.76$1.31$4.45
2020Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$1.03$3.43$2.41
2019Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$1.43$1.88$0.45
2018Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$0.83$1.79$0.96
2017Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$1.57$1.71$0.15
2016Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$0.59$1.67$1.09
2015Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$0.16$0.24$0.08