Civic Intelligence

Joan E Appleton 1997 Charitable Foundation

990PF • Fiscal year 2024 • EIN 55-0883385

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 16, 2025

Organization Profile
155 Federal Street Suite 1602Boston, MA 02110

(617) 227-3111

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$28,358

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

8.3%

Faster asset growth than 65% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

231%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,712,021

Up $284,167 (+8.3%) from 2023

Net Assets

$3,712,021

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin94th percentile

Revenue

Up

$376,512

Up $262,726 (+231%) from 2023

Expenses

Down

$92,454

Down $257,018 (-74%) from 2023

Net Income

Up

$284,058

Up $519,744 (+221%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,039,035Liabilities 2012: $02012Assets 2013: $3,930,017Liabilities 2013: $02013Assets 2014: $3,829,971Liabilities 2014: $02014Assets 2015: $3,874,046Liabilities 2015: $02015Assets 2016: $3,756,231Liabilities 2016: $02016Assets 2020: $3,495,228Liabilities 2020: $0Net Assets 2020: $3,495,2282020Assets 2021: $3,632,763Liabilities 2021: $0Net Assets 2021: $3,632,7632021Assets 2022: $3,662,326Liabilities 2022: $0Net Assets 2022: $3,662,3262022Assets 2023: $3,427,854Liabilities 2023: $12023Assets 2024: $3,712,021Liabilities 2024: $0Net Assets 2024: $3,712,0212024Assets 2025: $3,753,449Liabilities 2025: $0Net Assets 2025: $3,753,4492025

Highlighted filing

2024

Assets$3,712,021
Liabilities$0
Net Assets$3,712,021
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $121,773Expenses 2012: $243,572Net Income 2012: -$121,7992012Revenue 2013: $143,589Expenses 2013: $252,607Net Income 2013: -$109,0182013Revenue 2014: $203,509Expenses 2014: $303,555Net Income 2014: -$100,0462014Revenue 2015: $344,177Expenses 2015: $300,102Net Income 2015: $44,0752015Revenue 2016: $180,364Expenses 2016: $298,179Net Income 2016: -$117,8152016Revenue 2020: $172,425Expenses 2020: $305,891Net Income 2020: -$133,4662020Revenue 2021: $474,584Expenses 2021: $337,049Net Income 2021: $137,5352021Revenue 2022: $374,614Expenses 2022: $345,051Net Income 2022: $29,5632022Revenue 2023: $113,786Expenses 2023: $349,472Net Income 2023: -$235,6862023Revenue 2024: $376,512Expenses 2024: $92,454Net Income 2024: $284,0582024Revenue 2025: $776,094Expenses 2025: $734,757Net Income 2025: $41,3372025

Highlighted filing

2024

Revenue$376,512
Expenses$92,454
Net Income$284,058
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 16, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C THOMSONTrusteePT$28,358-$28,358
RONALD GARMEYTrusteePT$28,358-$28,358
DANIEL B FORD IIITrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joan E Appleton 1997 Charitable Fdn
EIN
55-0883385
Phone
6172273111
Address
155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110

Signing Officer

Name
Ronald Garmey
Title
Trustee
Phone
6172273111
Signed
2025-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Company
Address
PO BOX 55806, BOSTON, MA 02205-5806
Preparer
John Avila
Phone
6174825270
Raw XML Appendix381 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1019843
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0602. AIR PRODUCTS & CHEMICALS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1148. AIR PRODUCTS & CHEMICALS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2390. AMERICAN TOWER CORP CL A (REIT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31100. CVS CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4300. CVS CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51400. COGNIZANT TECH SOLUTIONS CRP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6300. FACTSET RESEARCH SYSTEMS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200000. U S TREAS NOTES DTD 12/31/2016 2.2500% 12/31/2023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200000. U S TREAS NOTES DTD 3/31/2022 2.2500% 3/31/2024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200000. U S TREAS NOTES DTD 7/31/2022 3.0000% 7/31/2024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10220. VERALTO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11850. MEDTRONIC PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-10-05
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0565396
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03712021
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07664312
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03427854
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03712021
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03427854
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03712021
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01043401
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm010082024 - GRANT TO THE TRUSTEES
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0250000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0339599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030273
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0213374
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0339599
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0243647
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0109
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT OF CARRYING VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05465
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt128358
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY TRUST CO - CUSTODY F
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PENOBSOCT INV MGT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05465
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt128358
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD GARMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172273111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN E APPLETON 1997 CHARITABLE FDN
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0550883385
ReturnHeader/Filer/PhoneNum06172273111
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 FEDERAL STREET SUITE 1602
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041309690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 55806
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0022055806
ReturnHeader/PreparerPersonGrp/PhoneNum06174825270
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN AVILA
ReturnHeader/ReturnTs02025-01-24T12:01:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,712,021
Liabilities
$0
Net assets
$3,712,021
Revenue
$376,512
Expenses
$92,454
Net income
$284,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.78$0.73$0.04
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.38$0.09$0.28
2023Summary only. Only limited summary data is available for this year.$3.43$0.00$0.11$0.35$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.37$0.35$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.47$0.34$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.17$0.31$0.13
2016Summary only. Only limited summary data is available for this year.$3.76$0.00$0.18$0.30$0.12
2015Summary only. Only limited summary data is available for this year.$3.87$0.00$0.34$0.30$0.04
2014Summary only. Only limited summary data is available for this year.$3.83$0.00$0.20$0.30$0.10
2013Summary only. Only limited summary data is available for this year.$3.93$0.00$0.14$0.25$0.11
2012Summary only. Only limited summary data is available for this year.$4.04$0.00$0.12$0.24$0.12