Civic Intelligence

Michael D Achey and Susan E Thomas Charitable Foundation Inc.

990PF • Fiscal year 2023 • EIN 47-2674245

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 25, 2024

31 Wenlock CircleNorth Easton, MA 02356

(508) 238-5594

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-60%

Higher net margin than 12% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-2.4%

Faster asset growth than 44% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-47%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$326,310

Down $7,875 (-2.4%) from 2022

Net Assets

Down

$326,310

Down $7,875 (-2.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$15,770

Down $13,899 (-47%) from 2022

Expenses

Up

$25,157

Up $14,597 (+138%) from 2022

Net Income

Down

-$9,387

Down $28,496 (-149%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $16,205Liabilities 2015: $0Net Assets 2015: $16,2052015Assets 2016: $57,776Liabilities 2016: $0Net Assets 2016: $57,7762016Assets 2018: $125,052Liabilities 2018: $0Net Assets 2018: $125,0522018Assets 2019: $198,975Liabilities 2019: $0Net Assets 2019: $198,9752019Assets 2020: $307,168Liabilities 2020: $0Net Assets 2020: $307,1682020Assets 2021: $322,907Liabilities 2021: $0Net Assets 2021: $322,9072021Assets 2022: $334,185Liabilities 2022: $0Net Assets 2022: $334,1852022Assets 2023: $326,310Liabilities 2023: $0Net Assets 2023: $326,3102023Assets 2024: $406,717Liabilities 2024: $0Net Assets 2024: $406,7172024

Highlighted filing

2023

Assets$326,310
Liabilities$0
Net Assets$326,310

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $25,000Expenses 2015: $8,795Net Income 2015: $16,2052015Revenue 2016: $45,761Expenses 2016: $4,190Net Income 2016: $41,5712016Revenue 2018: $53,548Expenses 2018: $13,385Net Income 2018: $40,1632018Revenue 2019: $92,996Expenses 2019: $20,635Net Income 2019: $72,3612019Revenue 2020: $116,300Expenses 2020: $6,010Net Income 2020: $110,2902020Revenue 2021: -$3,173Expenses 2021: $3,480Net Income 2021: -$6,6532021Revenue 2022: $29,669Expenses 2022: $10,560Net Income 2022: $19,1092022Revenue 2023: $15,770Expenses 2023: $25,157Net Income 2023: -$9,3872023Revenue 2024: $111,431Expenses 2024: $31,370Net Income 2024: $80,0612024

Highlighted filing

2023

Revenue$15,770
Expenses$25,157
Net Income-$9,387
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 25, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D ACHEYPresident-$0--
SUSAN E THOMASTreasurer-$0--
MICHAEL D ACHEYSecretary-$0--
MICHAEL D ACHEYDirector-$0--
SUSAN E THOMASDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Michael D Achey and Susan E Thomas
EIN
47-2674245
Phone
5082385594
Address
31 WENLOCK CIRCLE, NORTH EASTON, MA 02356

Signing Officer

Name
Michael D Achey
Title
President
Phone
5082385594
Signed
2024-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Jerold M Weisman & Co CPA
Address
33 COLLEGE HILL RD BLDG 20, WARWICK, RI 02886-2776
Preparer
Jerold M Weisman CPA
Phone
4018211400
Raw XML AppendixShowing 400 of 431 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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AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION HEREBY ELECTS IN ACCORDANCE WITH REGULATIONS SECTION 53.4942(A)-3(D)(2) AND ANY OTHER APPLICABLE CITATIONS TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2005 OR TO APPLY TO CORPUS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CHARLES SCHWAB - EQUITES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0195265
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0162520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt218220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB - POSITIONS OTHER ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARLES SCHWAB - POSITIONS OTHER ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CHARLES SCHWAB - FIXED INCOME
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt018675
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WESTERN ALLIANCE BANC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ASHFORD HOSPITALITY TRUST INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NEWTEKONEINC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PLAINS GP HLDGS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4B RILEY FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5OAKTREE SPECIALTY LENDING CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TWO HARBORS INVESTMENT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WARNER BROS DISCOVERY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL D ACHEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN E THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL D ACHEY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013474
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013474
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0553
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1250
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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0602
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT EXEPENSES & RECONCILIATION ITEMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS - ALL OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt011
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02114
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BROKERAGE ACCOUNT NON DIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0231
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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