Civic Intelligence

Cape Ann Community Foundation

990EZ • Fiscal year 2018 • EIN 47-3879101

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

Organization ProfileN/A
33 Commercial StreetGloucester, MA 01930

(978) 283-1601

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$54,566

Up $6,867 (+14%) from 2017

Net Assets

Up

$54,566

Up $37,414 (+218%) from 2017

Liabilities

Down

$0

Down $30,547 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin86th percentile

Revenue

Up

$108,770

Up $48,527 (+81%) from 2017

Expenses

Up

$71,356

Up $14,682 (+26%) from 2017

Net Income

Up

$37,414

Up $33,845 (+948%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$400K$300K$200K$100K$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $13,583Liabilities 2016: $0Net Assets 2016: $13,5832016Assets 2017: $47,699Liabilities 2017: $30,547Net Assets 2017: $17,1522017Assets 2018: $54,566Liabilities 2018: $0Net Assets 2018: $54,5662018Assets 2019: $45,213Liabilities 2019: $0Net Assets 2019: $45,2132019Assets 2020: $330,134Liabilities 2020: $200,000Net Assets 2020: $130,1342020Assets 2021: $288,956Liabilities 2021: $20,902Net Assets 2021: $268,0542021Assets 2022: $279,489Liabilities 2022: $10,902Net Assets 2022: $268,5872022Assets 2023: $256,973Liabilities 2023: $10,902Net Assets 2023: $246,0712023Assets 2024: $238,714Net Assets 2024: $238,7142024

Highlighted filing

2018

Assets$54,566
Liabilities$0
Net Assets$54,566
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $106,979Expenses 2016: $93,396Net Income 2016: $13,5832016Revenue 2017: $60,243Expenses 2017: $56,674Net Income 2017: $3,5692017Revenue 2018: $108,770Expenses 2018: $71,356Net Income 2018: $37,4142018Revenue 2019: $45,780Expenses 2019: $55,133Net Income 2019: -$9,3532019Revenue 2020: $140,146Expenses 2020: $55,225Net Income 2020: $84,9212020Revenue 2021: $253,830Expenses 2021: $115,910Net Income 2021: $137,9202021Revenue 2022: $122,831Expenses 2022: $122,298Net Income 2022: $5332022Revenue 2023: $96,186Expenses 2023: $118,702Net Income 2023: -$22,5162023Revenue 2024: $102,505Expenses 2024: $109,862Net Income 2024: -$7,3572024

Highlighted filing

2018

Revenue$108,770
Expenses$71,356
Net Income$37,414
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$108,770
Mission and Program Overview

Mission

Charitable and educational organization

Program Services

DescriptionGrantsExpenses
CAPE ANN LICENSE PLATE. THE FOUNDATION MARKETS AND MANAGES THE LICENSE PLATE PROGRAM WHICH HELPS TO BRAND THE CAPE ANN REGION$71,356$12,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH PINOPresident-$0--
KEN RIEHLTreasurer/Clerk-$0--
MATT ANZIVINODirector-$0--
BRUCE FELDMANDirector-$0--
SUE LUFKINDirector-$0--
MICHAEL LUSTERDirector-$0--
CATHERINE SCHLICHTEDirector-$0--
PATRICIA SLADEDirector-$0--
SARA YOUNGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Cape Ann Community Foundation Inc
EIN
47-3879101
Phone
9782831601
Address
33 COMMERCIAL STREET, GLOUCESTER, MA 01930

Signing Officer

Name
Ken Riehl
Title
Treasurer
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Harvey & Martin PC
Address
43 High St Suite 210, North Andover, MA 01845
Preparer
Jodi Ann Anselmo
Phone
9786887701
Supplemental Narrative

Additional Explanations

Other Expenses.1

“License plate program expenses $59356”

Total Liabilities.1

“DUE TO PLEIN AIR - Beginning $30547 DUE TO PLEIN AIR - Ending $0”

Raw XML Appendix168 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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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUTH PINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN RIEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT ANZIVINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRUCE FELDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE LUFKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL LUSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CATHERINE SCHLICHTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PATRICIA SLADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SARA YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer/clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059356
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND EDUCATIONAL ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt0105770
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CAPE ANN LICENSE PLATE. THE FOUNDATION MARKETS AND MANAGES THE LICENSE PLATE PROGRAM WHICH HELPS TO BRAND THE CAPE ANN REGION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt071356
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt030547
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071356
IRS990EZ/TotalProgramServiceExpensesAmt071356
IRS990EZ/TotalRevenueAmt0108770
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0true
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WE INTEND TO SUPPORT PROGRAMS OF EXEMPT ORGANIZATIONS WHICH PROMOTE: ECONNOMIC DEVELOPMENT AND TRAINING THE REGION AS A VISITOR DESTINATION CULTURAL ENDEAVORS WHICH IMPROVE THE QUALITY OF LIFE IN THE REGION EVENTS AND INITIATIVES CONSISTENT WITH THESE ACTIVITIES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ALL ORGANIZATIONS SUPPORTED WILL BE EXEMPT. OCCASIONALLY CAPE ANN COMMUNITY FOUNDATION WILL DIRECTLY PROMOTE ACTIVITIES, EVENTS, AND RESEARCH GRANTS WHICH SUPPORT THE ABOVE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 2: Description Of How Organization Determined Supported Org.
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0041371800
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CAPE ANN CHAMBER OF COMMERCE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LICENSE PLATE PROGRAM EXPENSES $59356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO PLEIN AIR - Beginning $30547 DUE TO PLEIN AIR - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN RIEHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPE ANN COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO KEN RIEHL
ReturnHeader/Filer/BusinessNameControlTxt0CAPE
ReturnHeader/Filer/EIN0473879101
ReturnHeader/Filer/PhoneNum09782831601
ReturnHeader/Filer/USAddress/AddressLine1Txt033 COMMERCIAL STREET
ReturnHeader/Filer/USAddress/CityNm0GLOUCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001930
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043122857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harvey & Martin PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 High St Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Andover
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845
ReturnHeader/PreparerPersonGrp/PhoneNum09786887701
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODI ANN ANSELMO
ReturnHeader/ReturnTs02019-11-07T10:11:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,566
Liabilities
$0
Net assets
$54,566
Revenue
$108,770
Expenses
$71,356
Net income
$37,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$2.39$1.03$1.10$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.11$2.46$0.96$1.19$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.11$2.69$1.23$1.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.89$0.21$2.68$2.54$1.16$1.38
2020Detailed filing. Detailed filing data is available for this year.$3.30$2.00$1.30$1.40$0.55$0.85
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.46$0.55$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.09$0.71$0.37
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.31$0.17$0.60$0.57$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.07$0.93$0.14
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00