Civic Intelligence

The Peach Tree Charitable Foundation

990PF • Fiscal year 2019 • EIN 47-5312354

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 10, 2020

Organization Profile
PO Box 764Turners Falls, MA 01376

(413) 498-2724

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1618%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,939,242

Up $538,414 (+22%) from 2018

Net Assets

Up

$2,939,122

Up $636,179 (+28%) from 2018

Liabilities

Down

$120

Down $97,765 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin95th percentile

Revenue

Up

$831,163

Up $782,778 (+1618%) from 2018

Expenses

Down

$194,064

Down $319,826 (-62%) from 2018

Net Income

Up

$637,099

Up $1,102,604 (+237%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $2,835,489Liabilities 2017: $67,041Net Assets 2017: $2,768,4482017Assets 2018: $2,400,828Liabilities 2018: $97,885Net Assets 2018: $2,302,9432018Assets 2019: $2,939,242Liabilities 2019: $120Net Assets 2019: $2,939,1222019Assets 2020: $2,145,203Liabilities 2020: $14,115Net Assets 2020: $2,131,0882020Assets 2021: $2,170,625Liabilities 2021: $31,969Net Assets 2021: $2,138,6562021Assets 2022: $2,103,025Liabilities 2022: $0Net Assets 2022: $2,103,0252022Assets 2023: $2,678,113Liabilities 2023: $386Net Assets 2023: $2,677,7272023Assets 2024: $3,127,741Liabilities 2024: $9,722Net Assets 2024: $3,118,0192024

Highlighted filing

2019

Assets$2,939,242
Liabilities$120
Net Assets$2,939,122
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2017: $3,333,343Expenses 2017: $564,895Net Income 2017: $2,768,4482017Revenue 2018: $48,385Expenses 2018: $513,890Net Income 2018: -$465,5052018Revenue 2019: $831,163Expenses 2019: $194,064Net Income 2019: $637,0992019Revenue 2020: $221,619Expenses 2020: $1,028,046Net Income 2020: -$806,4272020Revenue 2021: $509,631Expenses 2021: $500,456Net Income 2021: $9,1752021Revenue 2022: $516,856Expenses 2022: $550,345Net Income 2022: -$33,4892022Revenue 2023: $1,202,669Expenses 2023: $627,052Net Income 2023: $575,6172023Revenue 2024: $1,506,210Expenses 2024: $778,691Net Income 2024: $727,5192024

Highlighted filing

2019

Revenue$831,163
Expenses$194,064
Net Income$637,099
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIANNE SUNDELLPresidentPT$0--
LILLIAN SUNDELL-THOMASSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Peach Tree Charitable Foundation
EIN
47-5312354
Phone
4134982724
Address
PO BOX 764, TURNERS FALLS, MA 01376

Signing Officer

Name
Marianne Sundell
Title
President
Phone
4134982724
Signed
2020-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Mccarthy Hargrave & Co
Address
113 WEST MAIN STREET, NORTHBOROUGH, MA 01532
Preparer
Alfred Hargrave
Phone
5084812211
Raw XML Appendix354 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0134 WEST 37TH STREET - 11FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0166715
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0130767
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0130767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0364835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0544850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0946577
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0364835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0544850
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0167659
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036892
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0946577
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0909685
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MARYANNE SUNDELL
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 762
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WENDELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001379
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0724403
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID TAX FROM PY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02042
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02042
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0920
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LATE PAYMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE ANNUAL REPORT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE AND PO BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3134
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025854
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025854
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES AND FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt076
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIANNE SUNDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04134982724
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PEACH TREE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PEAC
ReturnHeader/Filer/EIN0475312354
ReturnHeader/Filer/PhoneNum04134982724
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 764
ReturnHeader/Filer/USAddress/CityNm0TURNERS FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001376
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId091BA0619E284177E791C9B5A090B5001A898AF5A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId091BA0619E284177E791C9B5A090B5001A898AF5A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.136.43.50
ReturnHeader/FilingSecurityInformation/IPDt02020-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:11:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042594880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCARTHY HARGRAVE & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0113 WEST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001532
ReturnHeader/PreparerPersonGrp/PhoneNum05084812211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED HARGRAVE
ReturnHeader/ReturnTs02020-10-14T10:27:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,939,242
Liabilities
$120
Net assets
$2,939,122
Revenue
$831,163
Expenses
$194,064
Net income
$637,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.01$3.12$1.51$0.78$0.73
2023Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$1.20$0.63$0.58
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.52$0.55$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.03$2.14$0.51$0.50$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.13$0.22$1.03$0.81
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.83$0.19$0.64
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.10$2.30$0.05$0.51$0.47
2017Detailed filing. Detailed filing data is available for this year.$2.84$0.07$2.77$3.33$0.56$2.77