Civic Intelligence

The Balson Family Foundation

EIN 45-6838644 • West Newton, MA

276 Highland StreetWest Newton, MA 02465-2715
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

47th percentile

0.0%

Higher net margin than 47% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-93%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin47th percentile

Revenue

Down

$35

Down $475 (-93%) from 2014

Expenses

Down

$35

Down $475 (-93%) from 2014

Net Income

Flat

$0

Flat from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,947,573Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $3,877,475Expenses 2012: $105,000Net Income 2012: $3,772,4752012Revenue 2013: $1,356,230Expenses 2013: $3,899,915Net Income 2013: -$2,543,6852013Revenue 2014: $510Expenses 2014: $510Net Income 2014: $02014Revenue 2015: $35Expenses 2015: $35Net Income 2015: $02015

Highlighted filing

2015

Revenue$35
Expenses$35
Net Income$0
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$35
Expenses
$35
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$1.36$3.90$2.54
2012Summary only. Only limited summary data is available for this year.$1.95$0.00$3.88$0.11$3.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW B BALSONTrustee-$0--
MELORA M BALSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Balson Family Foundation
EIN
45-6838644
In Care Of
% PAUL MCCOY FAMILY OFFICE SER
Address
276 HIGHLAND STREET, WEST NEWTON, MA 02465-2715

Signing Officer

Name
Andrew Balson
Title
trustee
Phone
6175307030
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
101 SEAPORT BLVD, BOSTON, MA 02210
Preparer
Jennifer a Lydon
Phone
6175307030
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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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LiquidationExplanationStmt/ExplanationTxt0SEE ATTACHED STATEMENT.
TaxesSchedule/TaxesDetail/Amt035
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BALSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALS
ReturnHeader/Filer/EIN0456838644
ReturnHeader/Filer/InCareOfNm0% PAUL MCCOY FAMILY OFFICE SER
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ReturnHeader/ReturnTs02016-11-15T17:48:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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