Civic Intelligence

Linda S Waintrup Foundation

990PF • Fiscal year 2016 • EIN 38-7121293

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
1 Washington Street 201Wellesley, MA 02481-1706

(781) 235-6107

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

1311%

Higher net margin than 100% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

19th percentile

-7.3%

Faster asset growth than 19% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$856,617

Down $67,652 (-7.3%) from 2015

Net Assets

Down

$856,617

Down $67,652 (-7.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,152

Down $14,052 (-158%) from 2015

Expenses

Down

$62,386

Down $5,724 (-8.4%) from 2015

Net Income

Down

-$67,538

Down $8,328 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $983,507Liabilities 2014: $02014Assets 2015: $924,269Liabilities 2015: $0Net Assets 2015: $924,2692015Assets 2016: $856,617Liabilities 2016: $0Net Assets 2016: $856,6172016Assets 2017: $836,491Liabilities 2017: $0Net Assets 2017: $836,4912017Assets 2018: $796,647Liabilities 2018: $0Net Assets 2018: $796,6472018Assets 2019: $793,534Liabilities 2019: $0Net Assets 2019: $793,5342019Assets 2020: $817,165Liabilities 2020: $0Net Assets 2020: $817,1652020Assets 2021: $1,228,073Liabilities 2021: $0Net Assets 2021: $1,228,0732021Assets 2022: $1,166,544Liabilities 2022: $0Net Assets 2022: $1,166,5442022Assets 2023: $1,817,016Liabilities 2023: $0Net Assets 2023: $1,817,0162023Assets 2024: $1,770,122Liabilities 2024: $0Net Assets 2024: $1,770,1222024

Highlighted filing

2016

Assets$856,617
Liabilities$0
Net Assets$856,617
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,002,918Expenses 2014: $19,411Net Income 2014: $983,5072014Revenue 2015: $8,900Expenses 2015: $68,110Net Income 2015: -$59,2102015Revenue 2016: -$5,152Expenses 2016: $62,386Net Income 2016: -$67,5382016Revenue 2017: $40,449Expenses 2017: $60,488Net Income 2017: -$20,0392017Revenue 2018: $18,272Expenses 2018: $57,841Net Income 2018: -$39,5692018Revenue 2019: $79,786Expenses 2019: $82,728Net Income 2019: -$2,9422019Revenue 2020: $96,616Expenses 2020: $72,714Net Income 2020: $23,9022020Revenue 2021: $1,127,179Expenses 2021: $124,022Net Income 2021: $1,003,1572021Revenue 2022: $58,071Expenses 2022: $117,904Net Income 2022: -$59,8332022Revenue 2023: $770,036Expenses 2023: $119,564Net Income 2023: $650,4722023Revenue 2024: $76,485Expenses 2024: $103,112Net Income 2024: -$26,6272024

Highlighted filing

2016

Revenue-$5,152
Expenses$62,386
Net Income-$67,538
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA WAINTRUPTrustee-$0--
DANIEL WAINTRUPTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Linda S Waintrup Foundation
EIN
38-7121293
Phone
7812356107
Address
1 WASHINGTON STREET 201, WELLESLEY, MA 02481-1706

Signing Officer

Name
Linda Waintrup
Title
Director
Phone
7812356107
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Caras & Shulman Pc
Address
30 CORPORATE DRIVE SUITE 100, BURLINGTON, MA 01803-4252
Preparer
Caras Shulman Pc
Phone
7812733950
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.

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IRS990PF/StatementsRegardingActyGrp/PhoneNum07812356107
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE OF THE ORGANIZATIONGENERAL PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BRANDEIS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BETH ISREAL DEACONESS MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE HUNTINGTON THEATER COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0415 SOUTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1330 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2264 HUNTINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WALTHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202115
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt043502
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05863
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021498
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06498
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05863
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06498
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021498
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0114
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAID
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010964
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010964
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0114
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1MA STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0114
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WAINTRUP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07812356107
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINDA S WAINTRUP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LIND
ReturnHeader/Filer/EIN0387121293
ReturnHeader/Filer/PhoneNum07812356107
ReturnHeader/Filer/USAddress/AddressLine1Txt01 WASHINGTON STREET 201
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024811706
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E2F97D12554433DDC1BE098A7CD0E3B23E40EF2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E2F97D12554433DDC1BE098A7CD0E3B23E40EF2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:17:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042629080
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARAS & SHULMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 CORPORATE DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018034252
ReturnHeader/PreparerPersonGrp/PhoneNum07812733950
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARAS SHULMAN PC
ReturnHeader/ReturnTs02017-05-12T14:17:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$856,617
Liabilities
$0
Net assets
$856,617
Revenue
-$5,152
Expenses
$62,386
Net income
-$67,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.08$0.10$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.77$0.12$0.65
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.06$0.12$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$1.13$0.12$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.10$0.07$0.02
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.79$0.00$0.79$0.08$0.08$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.02$0.06$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.06$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.01$0.07$0.06
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$1.00$0.02$0.98