Civic Intelligence

Stephen & Karla Forgiel Charitable Foundation

990PF • Fiscal year 2020 • EIN 46-4911066

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 24, 2021

42 Pleasant StreetWoburn, MA 01801

(781) 210-4710

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-560%

Higher net margin than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

28th percentile

-2.6%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-89%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$682,430

Down $18,521 (-2.6%) from 2019

Net Assets

Down

$682,430

Down $18,521 (-2.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$4,782

Down $39,275 (-89%) from 2019

Expenses

Down

$31,539

Down $17,544 (-36%) from 2019

Net Income

Down

-$26,757

Down $21,731 (-432%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$682,430
Liabilities$0
Net Assets$682,430

Operations Trend

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

2020

Revenue$4,782
Expenses$31,539
Net Income-$26,757
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 24, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
Stephen & Karla Forgiel Charitable
EIN
46-4911066
Phone
7812104710
Address
42 Pleasant Street, Woburn, MA 01801

Signing Officer

Name
William F Brooks Esq
Title
Trustee
Signed
2021-06-24
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 Appendix233 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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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Stafford CPA MST
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ReturnHeader/ReturnTs02021-06-24T09:05:47-07:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William F Brooks
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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