Civic Intelligence

Walden Forum Inc

990EZ • Fiscal year 2015 • EIN 45-3057135

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profilewaldenforum.org
PO Box 19Wayland, MA 01778

(617) 462-3703

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

99th percentile

1180%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,641

Up $8,888 (+1180%) from 2014

Net Assets

Up

$9,641

Up $8,888 (+1180%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$20,971

Up $8,271 (+65%) from 2014

Expenses

Down

$12,083

Down $5,391 (-31%) from 2014

Net Income

Up

$8,888

Up $13,662 (+286%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$10K$5.0K$0Assets 2012: $3,803Net Assets 2012: $3,8032012Assets 2013: $5,527Net Assets 2013: $5,5272013Assets 2014: $753Net Assets 2014: $7532014Assets 2015: $9,641Net Assets 2015: $9,6412015Assets 2016: $4,201Net Assets 2016: $4,2012016Assets 2017: $761Net Assets 2017: $7612017Assets 2018: $169Net Assets 2018: $1692018

Highlighted filing

2015

Assets$9,641
Liabilities-
Net Assets$9,641
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $6,200Expenses 2012: $2,397Net Income 2012: $3,8032012Revenue 2013: $14,750Expenses 2013: $13,026Net Income 2013: $1,7242013Revenue 2014: $12,700Expenses 2014: $17,474Net Income 2014: -$4,7742014Revenue 2015: $20,971Expenses 2015: $12,083Net Income 2015: $8,8882015Revenue 2016: $500Expenses 2016: $5,940Net Income 2016: -$5,4402016Revenue 2017: $0Expenses 2017: $3,440Net Income 2017: -$3,4402017Revenue 2018: $0Expenses 2018: $592Net Income 2018: -$5922018

Highlighted filing

2015

Revenue$20,971
Expenses$12,083
Net Income$8,888
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$20,971
Mission and Program Overview

Mission

Community discussion/education

Program Services

DescriptionGrantsExpenses
COMMUNITY DISCUSSIONS$19,000$12,048
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS LISZEWSKIPresident/Treasurer/Clerk/DirectorPT$0--
MICHAEL BLAUDirector-$0--
BRAD CARVERDirector-$0--
STEVE CORREIADirector-$0--
ALEX SUGARDirector-$0--
Filing and Contact Details

Filer

Filer Name
Walden Forum Inc
EIN
45-3057135
Phone
6174623703
Address
PO BOX 19, WAYLAND, MA 01778

Signing Officer

Name
Thomas Liszewski
Title
President
Phone
6174623703
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
M Seidman Inc
Address
177 Worcester St Suite 203, Wellesley, MA 02481
Preparer
Marco Seidman
Phone
7814312545
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“FILM 600.”

Form 990EZ, Part I, Line 16

“FUNDING RESEARCH 955.”

Form 990EZ, Part I, Line 16

“Discussion expenses 2588.”

Form 990EZ, Part I, Line 16

“MISC. 598.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSES 605.”

Form 990EZ, Part I, Line 16

“MA TAX FILING FEE 35.”

Form 990EZ, Part I, Line 16

“WEB MAINTENANCE 1535.”

Form 990EZ, Part I, Line 16

“BUSINESS GIFTS 374.”

Form 990EZ, Part I, Line 16

“Meals & entertainment 280.”

Form 990EZ, Part I, Line 16

“TELEPHONE 2319.”

Form 990EZ, Part I, Line 16

“Professional organization fees 1291.”

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS LISZEWSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum06174623703
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06 OLD VINEYARD WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAYLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001778
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0753
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09641
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020971
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08888
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0753
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09641
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt020971
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0753
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0753
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09641
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS LISZEWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL BLAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRAD CARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE CORREIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEX SUGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TREASURER/CLERK/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011180
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY DISCUSSION/EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0903
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY DISCUSSIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012048
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012083
IRS990EZ/TotalProgramServiceExpensesAmt012048
IRS990EZ/TotalRevenueAmt020971
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0waldenforum.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020971
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054621
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt054621
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06200
IRS990ScheduleA/Total509Grp/TotalAmt054621
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt054621
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FILM 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDING RESEARCH 955.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCUSSION EXPENSES 2588.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC. 598.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE EXPENSES 605.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MA TAX FILING FEE 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEB MAINTENANCE 1535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BUSINESS GIFTS 374.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEALS & ENTERTAINMENT 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE 2319.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROFESSIONAL ORGANIZATION FEES 1291.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS LISZEWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06174623703
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALDEN FORUM INC
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0453057135
ReturnHeader/Filer/PhoneNum06174623703
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19
ReturnHeader/Filer/USAddress/CityNm0WAYLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M SEIDMAN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0177 Worcester St Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wellesley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07814312545
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCO SEIDMAN
ReturnHeader/ReturnTs02016-08-15T08:29:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,641
Liabilities
-
Net assets
$9,641
Revenue
$20,971
Expenses
$12,083
Net income
$8,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.00$0.59$0.59
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.00$3.44$3.44
2016Detailed filing. Detailed filing data is available for this year.$4.20$4.20$0.50$5.94$5.44
2015Detailed filing. Detailed filing data is available for this year.$9.64$9.64$21.0$12.1$8.89
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.75$12.7$17.5$4.77
2013Detailed filing. Detailed filing data is available for this year.$5.53$5.53$14.8$13.0$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$3.80$6.20$2.40$3.80