Civic Intelligence

Pb Foundation Inc

990EZ • Fiscal year 2017 • EIN 46-2666829

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 31, 2017

Organization Profilen/a
5 John Edwards CircleFranklin, MA 02038

(508) 533-9156

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$260

Up $8 (+3.2%) from 2016

Net Assets

$260

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin42nd percentile

Revenue

Down

$5,277

Down $634 (-11%) from 2016

Expenses

Down

$5,269

Down $1,350 (-20%) from 2016

Net Income

Up

$8

Up $716 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.0K$500$0Assets 2015: $960Liabilities 2015: $0Net Assets 2015: $9602015Assets 2016: $252Liabilities 2016: $02016Assets 2017: $260Liabilities 2017: $0Net Assets 2017: $2602017

Highlighted filing

2017

Assets$260
Liabilities$0
Net Assets$260
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$8.0K$6.0K$4.0K$2.0K$0-$2.0KRevenue 2015: $6,960Expenses 2015: $6,000Net Income 2015: $9602015Revenue 2016: $5,911Expenses 2016: $6,619Net Income 2016: -$7082016Revenue 2017: $5,277Expenses 2017: $5,269Net Income 2017: $82017

Highlighted filing

2017

Revenue$5,277
Expenses$5,269
Net Income$8
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$50,000
Mission and Program Overview

Mission

The purpose of the organization is to provide scholarships and financial assistance, based on need, to child and family based organizations.

Program Services

DescriptionGrantsExpenses
The one program service the organization has is a golf tournament to raise funds, which are donated to child and family organizations.$0$4,950
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
maryellen barryPresident-$0--
therese fitzgeraldTreasurer-$0--
kevin o'neillDirector-$0--
NICHOLAS BARRYClerk-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golfing Tournament$50,000$50,000-$50,000
Total Events$50,000$50,000$44,723$5,277
Filing and Contact Details

Filer

Filer Name
PB Foundation Inc
EIN
46-2666829
Phone
5085339156
Address
5 John Edwards Circle, Franklin, MA 02038

Signing Officer

Name
Maryellen Barry
Title
president
Phone
6188777302
Signed
2017-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Anthony V Ricci CPA Inc
Address
100 METRO CENTER BLVD, WARWICK, RI 02886-1740
Preparer
David R Dargy CPA
Phone
4019426900
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Donation. Grantee Name: Camp Fatima. Amount Given: 1,800.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: donation. Grantee Name: new england concerns of police survivors. Amount Given: 750.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: donation. Grantee Name: mass state police widows and children. Amount Given: 1,400.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: donation. Grantee Name: dana farber cancer. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 4,950.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Office Expense. Amount: 319.”

Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0maryellen barry
IRS990EZ/BooksInCareOfDetail/PhoneNum06178777302
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 john edwards circle
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0franklin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002038
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0252
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0260
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0252
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0260
IRS990EZ/FundraisingGrossIncomeAmt050000
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04950
IRS990EZ/GrossReceiptsAmt050000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0252
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0260
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0252
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0260
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0maryellen barry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1therese fitzgerald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2kevin o'neill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICHOLAS BARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3clerk
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0319
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the organization is to provide scholarships and financial assistance, based on need, to child and family based organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The one program service the organization has is a golf tournament to raise funds, which are donated to child and family organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04950
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt044723
IRS990EZ/SpecialEventsNetIncomeLossAmt05277
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05269
IRS990EZ/TotalProgramServiceExpensesAmt04950
IRS990EZ/TotalRevenueAmt05277
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0151016
IRS990ScheduleA/PublicSupportTotal170Amt0151016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048016
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0151016
IRS990ScheduleA/TotalSupportAmt0151016
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044723
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golfing Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05277
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01315
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01315
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt043408
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt043408
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Donation. Grantee Name: Camp Fatima. Amount Given: 1,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: donation. Grantee Name: new england concerns of police survivors. Amount Given: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: donation. Grantee Name: mass state police widows and children. Amount Given: 1,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: donation. Grantee Name: dana farber cancer. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 4,950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Office Expense. Amount: 319.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYELLEN BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum06188777302
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PB Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PBFO
ReturnHeader/Filer/EIN0462666829
ReturnHeader/Filer/PhoneNum05085339156
ReturnHeader/Filer/USAddress/AddressLine1Txt05 John Edwards Circle
ReturnHeader/Filer/USAddress/CityNm0Franklin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002038
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E64A26157CE5C7F7F8625840EA56CB745E4B7CBA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId072C1F24B327838EB286C358BE4246105730328B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.34.221.114
ReturnHeader/FilingSecurityInformation/IPDt02017-07-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:39:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050508826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANTHONY V RICCI CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 METRO CENTER BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028861740
ReturnHeader/PreparerPersonGrp/PhoneNum04019426900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David R Dargy CPA
ReturnHeader/ReturnTs02017-08-02T07:30:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260
Liabilities
$0
Net assets
$260
Revenue
$5,277
Expenses
$5,269
Net income
$8
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$260$0$260$5,277$5,269$8
2016Summary only. Only limited summary data is available for this year.$252$0$5,911$6,619$708
2015Detailed filing. Detailed filing data is available for this year.$960$0$960$6,960$6,000$960