Civic Intelligence

Stephen & Karla Forgiel Charitable Foundation

990PF • Fiscal year 2016 • EIN 46-4911066

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 18, 2017

Organization Profile
2 Lan DriveWestford, MA 01886

(978) 320-3400

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

15th percentile

-32%

Higher net margin than 15% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

100th percentile

15499%

Faster asset growth than 100% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

584%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$763,736

Up $758,840 (+15499%) from 2015

Net Assets

Up

$763,736

Up $758,840 (+15499%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin15th percentile

Revenue

Up

$33,427

Up $28,541 (+584%) from 2015

Expenses

Up

$44,033

Up $44,033 from 2015

Net Income

Down

-$10,606

Down $15,492 (-317%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$800K$600K$400K$200K$0Assets 2014: $10Liabilities 2014: $0Net Assets 2014: $102014Assets 2015: $4,896Liabilities 2015: $0Net Assets 2015: $4,8962015Assets 2016: $763,736Liabilities 2016: $0Net Assets 2016: $763,7362016Assets 2017: $735,604Liabilities 2017: $0Net Assets 2017: $735,6042017Assets 2018: $705,437Liabilities 2018: $0Net Assets 2018: $705,4372018Assets 2019: $700,951Liabilities 2019: $0Net Assets 2019: $700,9512019Assets 2020: $682,430Liabilities 2020: $0Net Assets 2020: $682,4302020Assets 2021: $681,897Liabilities 2021: $0Net Assets 2021: $681,8972021Assets 2022: $694,855Liabilities 2022: $0Net Assets 2022: $694,8552022Assets 2023: $646,656Liabilities 2023: $0Net Assets 2023: $646,6562023Assets 2024: $623,726Liabilities 2024: $0Net Assets 2024: $623,7262024

Highlighted filing

2016

Assets$763,736
Liabilities$0
Net Assets$763,736
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2014: $10Expenses 2014: $0Net Income 2014: $102014Revenue 2015: $4,886Expenses 2015: $0Net Income 2015: $4,8862015Revenue 2016: $33,427Expenses 2016: $44,033Net Income 2016: -$10,6062016Revenue 2017: $59,571Expenses 2017: $54,301Net Income 2017: $5,2702017Revenue 2018: $24,142Expenses 2018: $55,101Net Income 2018: -$30,9592018Revenue 2019: $44,057Expenses 2019: $49,083Net Income 2019: -$5,0262019Revenue 2020: $4,782Expenses 2020: $31,539Net Income 2020: -$26,7572020Revenue 2021: $38,118Expenses 2021: $48,155Net Income 2021: -$10,0372021Revenue 2022: $62,092Expenses 2022: $39,733Net Income 2022: $22,3592022Revenue 2023: $46,928Expenses 2023: $58,834Net Income 2023: -$11,9062023Revenue 2024: $10,093Expenses 2024: $59,971Net Income 2024: -$49,8782024

Highlighted filing

2016

Revenue$33,427
Expenses$44,033
Net Income-$10,606
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 18, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William F Brooks EsqTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephen & Karla Forgiel Charitable
EIN
46-4911066
Phone
9783203400
Address
2 Lan Drive, Westford, MA 01886

Signing Officer

Name
William F Brooks Esq
Title
Trustee
Signed
2017-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Stafford Gaudet & Associates LLC
Address
19 Fletcher St PO Box 367, Chelmsford, MA 01824
Preparer
Brian J Stafford CPA MST
Phone
9782500300
Raw XML Appendix275 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037329
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03329
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01485
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt12616
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt25929
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Accounting fees
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Legal fees
LegalFeesSchedule/LegalFeesGrp/CategoryTxt2UBS investment management fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt20
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01485
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt12616
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt25929
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt20
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0769446
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Investments transferred to foundation
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William F Brooks Esq
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen & Karla Forgiel Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0464911066
ReturnHeader/Filer/PhoneNum09783203400
ReturnHeader/Filer/USAddress/AddressLine1Txt02 Lan Drive
ReturnHeader/Filer/USAddress/CityNm0Westford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stafford Gaudet & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Fletcher St PO Box 367
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chelmsford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001824
ReturnHeader/PreparerPersonGrp/PhoneNum09782500300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Stafford CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-18T13:56:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$763,736
Liabilities
$0
Net assets
$763,736
Revenue
$33,427
Expenses
$44,033
Net income
-$10,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.10$0.60$0.50
2023Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.47$0.59$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.62$0.40$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.38$0.48$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.05$0.32$0.27
2019Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.44$0.49$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.24$0.55$0.31
2017Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.60$0.54$0.05
2016Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.33$0.44$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00