Civic Intelligence

Penn Quad Foundation Inc.

990PF • Fiscal year 2023 • EIN 41-2275542

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Refreshing map…

15 Glastonbury OvalWaban, MA 02468

(305) 979-4015

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

38th percentile

-3.5%

Higher net margin than 38% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-6.6%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$40,941

Flat from 2023

Net Assets

$40,941

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$2,310

Flat from 2023

Expenses

Flat

$2,390

Flat from 2023

Net Income

Flat

-$80

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $32,035Liabilities 2011: $8972011Assets 2012: $34,416Liabilities 2012: $02012Assets 2013: $47,950Liabilities 2013: $02013Assets 2014: $46,018Liabilities 2014: $0Net Assets 2014: $46,0182014Assets 2015: $43,394Liabilities 2015: $12015Assets 2016: $46,975Liabilities 2016: $0Net Assets 2016: $46,9752016Assets 2017: $52,451Liabilities 2017: $0Net Assets 2017: $52,4512017Assets 2018: $52,198Liabilities 2018: $0Net Assets 2018: $52,1982018Assets 2019: $43,424Liabilities 2019: $02019Assets 2020: $74,050Liabilities 2020: $12020Assets 2021: $55,018Liabilities 2021: $0Net Assets 2021: $55,0182021Assets 2022: $53,680Liabilities 2022: $0Net Assets 2022: $53,6802022Assets 2023: $40,941Liabilities 2023: $0Net Assets 2023: $40,9412023Assets 2023: $40,941Liabilities 2023: $12023Assets 2024: $57,384Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$40,941
Liabilities$0
Net Assets$40,941

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2011: $5,249Expenses 2011: $1,810Net Income 2011: $3,4392011Revenue 2012: $3,202Expenses 2012: $2,324Net Income 2012: $8782012Revenue 2013: $3,884Expenses 2013: $4,114Net Income 2013: -$2302013Revenue 2014: $4,371Expenses 2014: $3,735Net Income 2014: $6362014Revenue 2015: $1,254Expenses 2015: $3,500Net Income 2015: -$2,2462015Revenue 2016: $2,738Expenses 2016: $3,570Net Income 2016: -$8322016Revenue 2017: $3,402Expenses 2017: $3,000Net Income 2017: $4022017Revenue 2018: $3,747Expenses 2018: $4,000Net Income 2018: -$2532018Revenue 2019: $2,751Expenses 2019: $5,005Net Income 2019: -$2,2542019Revenue 2020: $7,150Expenses 2020: $3,295Net Income 2020: $3,8552020Revenue 2021: $1,932Expenses 2021: $4,885Net Income 2021: -$2,9532021Revenue 2022: $2,473Expenses 2022: $2,555Net Income 2022: -$822022Revenue 2023: $2,310Expenses 2023: $2,390Net Income 2023: -$802023Revenue 2023: $2,310Expenses 2023: $2,390Net Income 2023: -$802023Revenue 2024: $1,581Expenses 2024: $0Net Income 2024: $1,5812024

Highlighted filing

2023

Revenue$2,310
Expenses$2,390
Net Income-$80
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS ARMITAGEPresident-$0--
MICHAEL KOWALSKITrustee-$0--
STEVE STERNClerk-$0--
FRANK ROSENACKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Penn Quad Foundation
EIN
41-2275542
Phone
3059794015
Address
15 GLASTONBURY OVAL, WABAN, MA 02468

Signing Officer

Name
Steven D Stern
Title
bookkeeper
Phone
3059794015
Signed
2024-05-07

Preparer

Firm
The Original Tax Center
Address
3433 Connecticut Ave Nw Second Floo, Washington, DC 20008
Preparer
John Holt
Phone
2023626200
Raw XML Appendix296 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02555
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02845
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0290
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0290
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02845
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02555
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012659
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PREP FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE/SUPPLES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven D Stern
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0bookkeeper
ReturnHeader/BusinessOfficerGrp/PhoneNum03059794015
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENN QUAD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0412275542
ReturnHeader/Filer/PhoneNum03059794015
ReturnHeader/Filer/USAddress/AddressLine1Txt015 GLASTONBURY OVAL
ReturnHeader/Filer/USAddress/CityNm0WABAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002468
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520958999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Original Tax Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03433 Connecticut Ave Nw Second Floo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020008
ReturnHeader/PreparerPersonGrp/PhoneNum02023626200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Holt
ReturnHeader/ReturnTs02024-10-15T12:17:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.4$0.00$0.00$1.58$0.00$1.58
2023Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$2.31$2.39$0.08
2023Summary only. Only limited summary data is available for this year.$40.9$0.00$2.31$2.39$0.08
2022Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$2.47$2.56$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$0.00$55.0$1.93$4.89$2.95
2020Summary only. Only limited summary data is available for this year.$74.1$0.00$7.15$3.30$3.86
2019Summary only. Only limited summary data is available for this year.$43.4$0.00$2.75$5.01$2.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.2$0.00$52.2$3.75$4.00$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.5$0.00$52.5$3.40$3.00$0.40
2016Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$2.74$3.57$0.83
2015Summary only. Only limited summary data is available for this year.$43.4$0.00$1.25$3.50$2.25
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$0.00$46.0$4.37$3.74$0.64
2013Summary only. Only limited summary data is available for this year.$48.0$0.00$3.88$4.11$0.23
2012Summary only. Only limited summary data is available for this year.$34.4$0.00$3.20$2.32$0.88
2011Summary only. Only limited summary data is available for this year.$32.0$0.90$5.25$1.81$3.44