Civic Intelligence

Walden Forum Inc

990EZ • Fiscal year 2016 • EIN 45-3057135

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

1st percentile

-1088%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-98%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,201

Down $5,440 (-56%) from 2015

Net Assets

Down

$4,201

Down $5,440 (-56%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$500

Down $20,471 (-98%) from 2015

Expenses

Down

$5,940

Down $6,143 (-51%) from 2015

Net Income

Down

-$5,440

Down $14,328 (-161%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2016

Assets$4,201
Liabilities-
Net Assets$4,201
Open 2016 Filing

Operations Trend

Revenue Growth2nd 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

2016

Revenue$500
Expenses$5,940
Net Income-$5,440
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$500
Mission and Program Overview

Mission

Community discussion/education

Program Services

DescriptionGrantsExpenses
COMMUNITY DISCUSSIONS$500$5,740
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
2017-05-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

“Marketing/speaker search 1016.”

Form 990EZ, Part I, Line 16

“MA TAX FILING FEE 35.”

Form 990EZ, Part I, Line 16

“WEB MAINTENANCE 1084.”

Form 990EZ, Part I, Line 16

“TELEPHONE 2737.”

Form 990EZ, Part I, Line 16

“Professional organization fees 575.”

Form 990EZ, Part I, Line 16

“MAIL 106.”

Form 990EZ, Part I, Line 16

“FUNDRAISING 200.”

Raw XML Appendix156 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/BOYAmt09641
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04201
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5440
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09641
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04201
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0500
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09641
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04201
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09641
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04201
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/OtherExpensesTotalAmt05753
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY DISCUSSION/EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0187
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY DISCUSSIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05740
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05940
IRS990EZ/TotalProgramServiceExpensesAmt05740
IRS990EZ/TotalRevenueAmt0500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0waldenforum.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt036121
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt016590
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt019531
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt036121
IRS990ScheduleA/TotalSupportAmt036121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARKETING/SPEAKER SEARCH 1016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MA TAX FILING FEE 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEB MAINTENANCE 1084.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE 2737.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL ORGANIZATION FEES 575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MAIL 106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUNDRAISING 200.
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS LISZEWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06174623703
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01C4C0B1439D55FAA91E76D9C5581A0E5384E8B95
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01C4C0B1439D55FAA91E76D9C5581A0E5384E8B95
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.233.91.217
ReturnHeader/FilingSecurityInformation/IPDt02017-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:51:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCO SEIDMAN CPA PC
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/PreparationDt02017-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCO SEIDMAN
ReturnHeader/ReturnTs02017-09-18T10:52:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,201
Liabilities
-
Net assets
$4,201
Revenue
$500
Expenses
$5,940
Net income
-$5,440
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