Civic Intelligence

Joan E Appleton 1997 Charitable Foundation

990PF • Fiscal year 2021 • EIN 55-0883385

Oct 01, 2020 to Sep 30, 2021 • Filed on Nov 30, 2021

Organization Profile
50 Congress Street No 410Boston, MA 02109

(617) 227-3111

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

69th percentile

29%

Higher net margin than 69% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$27,557

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

3.9%

Faster asset growth than 41% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

175%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,632,763

Up $137,535 (+3.9%) from 2020

Net Assets

Up

$3,632,763

Up $137,535 (+3.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin69th percentile

Revenue

Up

$474,584

Up $302,159 (+175%) from 2020

Expenses

Up

$337,049

Up $31,158 (+10%) from 2020

Net Income

Up

$137,535

Up $271,001 (+203%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st 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 2025: $3,753,449Liabilities 2025: $0Net Assets 2025: $3,753,4492025

Highlighted filing

2021

Assets$3,632,763
Liabilities$0
Net Assets$3,632,763
Open 2021 Filing

Operations Trend

Revenue Growth89th 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 2025: $776,094Expenses 2025: $734,757Net Income 2025: $41,3372025

Highlighted filing

2021

Revenue$474,584
Expenses$337,049
Net Income$137,535
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Nov 30, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C THOMSONTrustee-$27,557-$27,557
RONALD GARMEYTrustee-$27,557-$27,557
DANIEL B FORD IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joan E Appleton 1997 Charitable
EIN
55-0883385
Phone
6172273111
Address
50 CONGRESS STREET NO 410, BOSTON, MA 02109

Signing Officer

Name
Ronald Garmey
Title
Trustee
Phone
6172273111
Signed
2021-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Nixon Peabody Llp
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Aaron Poirier
Phone
6173451000
Raw XML Appendix336 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0325761
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt121024
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TaxesSchedule/TaxesDetail/CategoryTxt02019 FEDERAL EXCISE TAX PAID WITH EXTENSION
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD GARMEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172273111
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN E APPLETON 1997 CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
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ReturnHeader/Filer/PhoneNum06172273111
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160764720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIXON PEABODY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06173451000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON POIRIER
ReturnHeader/ReturnTs02022-01-10T11:59:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARMEY
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,632,763
Liabilities
$0
Net assets
$3,632,763
Revenue
$474,584
Expenses
$337,049
Net income
$137,535
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
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
2021Detailed filing. Detailed filing data is available for this year.$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