Civic Intelligence

Nan Weinstein Family Foundation

990PF • Fiscal year 2016 • EIN 59-2320909

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 09, 2017

Organization Profile
One Fitchburg Street No C323Somerville, MA 02143

(617) 628-2450

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-130%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

5.7%

Faster asset growth than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-36%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$158,468

Up $8,502 (+5.7%) from 2015

Net Assets

Up

$158,468

Up $8,502 (+5.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$5,841

Down $3,304 (-36%) from 2015

Expenses

Up

$13,408

Up $257 (+2.0%) from 2015

Net Income

Down

-$7,567

Down $3,561 (-89%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2011: $168,325Liabilities 2011: $02011Assets 2012: $163,416Liabilities 2012: $0Net Assets 2012: $163,4162012Assets 2013: $156,999Liabilities 2013: $0Net Assets 2013: $156,9992013Assets 2014: $167,695Liabilities 2014: $0Net Assets 2014: $167,6952014Assets 2015: $149,966Liabilities 2015: $0Net Assets 2015: $149,9662015Assets 2016: $158,468Liabilities 2016: $0Net Assets 2016: $158,4682016Assets 2017: $166,604Liabilities 2017: $0Net Assets 2017: $166,6042017Assets 2018: $147,402Liabilities 2018: $0Net Assets 2018: $147,4022018Assets 2019: $182,594Liabilities 2019: $0Net Assets 2019: $182,5942019Assets 2020: $211,168Liabilities 2020: $0Net Assets 2020: $211,1682020Assets 2021: $242,949Liabilities 2021: $0Net Assets 2021: $242,9492021Assets 2022: $190,554Liabilities 2022: $0Net Assets 2022: $190,5542022Assets 2023: $219,094Liabilities 2023: $0Net Assets 2023: $219,0942023Assets 2024: $106,536Liabilities 2024: $0Net Assets 2024: $106,5362024

Highlighted filing

2016

Assets$158,468
Liabilities$0
Net Assets$158,468
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $2,493Expenses 2011: $13,128Net Income 2011: -$10,6352011Expenses 2012: $13,4532012Revenue 2013: $5,025Expenses 2013: $11,442Net Income 2013: -$6,4172013Revenue 2014: $10,390Expenses 2014: $12,459Net Income 2014: -$2,0692014Revenue 2015: $9,145Expenses 2015: $13,151Net Income 2015: -$4,0062015Revenue 2016: $5,841Expenses 2016: $13,408Net Income 2016: -$7,5672016Revenue 2017: $12,975Expenses 2017: $9,327Net Income 2017: $3,6482017Revenue 2018: $11,165Expenses 2018: $10,691Net Income 2018: $4742018Revenue 2019: $9,120Expenses 2019: $9,938Net Income 2019: -$8182019Revenue 2020: $7,110Expenses 2020: $8,469Net Income 2020: -$1,3592020Revenue 2021: $26,598Expenses 2021: $7,096Net Income 2021: $19,5022021Revenue 2022: $8,146Expenses 2022: $9,766Net Income 2022: -$1,6202022Revenue 2023: $4,392Expenses 2023: $7,883Net Income 2023: -$3,4912023Revenue 2024: $16,911Expenses 2024: $10,223Net Income 2024: $6,6882024

Highlighted filing

2016

Revenue$5,841
Expenses$13,408
Net Income-$7,567
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA GARRETTTrusteePT$0--
JEANNE MAURICETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHEDULA ATTACHEDCIVIC PURPOSES-SOMERVILLE, MA, US$9,730
Filing and Contact Details

Filer

Filer Name
Nan Weinstein Family Foundation
EIN
59-2320909
Phone
6176282450
Address
ONE FITCHBURG STREET NO C323, SOMERVILLE, MA 02143

Signing Officer

Name
Cynthia Garrett
Title
Trustee
Signed
2017-10-09
Discuss with paid preparer
Yes

Preparer

Firm
My Taxolution LLC
Address
PO Box 605, Cranford, NJ 07016-0605
Preparer
Vijaya Muzumdar EA
Phone
9082337199
Raw XML Appendix311 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1194.323 sh Eagle Mid Cap St Fd
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD 500 INDEX
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05675
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01206
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0166
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-21
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0149966
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06176282450
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CIVIC PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHEDULA ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE FITCHBURG STREET C323
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOMERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002143
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09730
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07748
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01986
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01986
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014814
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03394
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0908
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02482
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09730
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01982
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014818
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SAFE DEPOSIT RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1P O BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RESEARCH FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt295
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016069
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Increase in investment postfolio
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01206
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/Amt235
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt031
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt235
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAN WEINSTEIN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NANW
ReturnHeader/Filer/EIN0592320909
ReturnHeader/Filer/PhoneNum06176282450
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE FITCHBURG STREET NO C323
ReturnHeader/Filer/USAddress/CityNm0SOMERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002143
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B95FB300242755DCDD59D3BF61128D4A5116858F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B95FB300242755DCDD59D3BF61128D4A5116858F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.198.109.65
ReturnHeader/FilingSecurityInformation/IPDt02017-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:12:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0My Taxolution LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 605
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cranford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070160605
ReturnHeader/PreparerPersonGrp/PhoneNum09082337199
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vijaya Muzumdar EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-09T08:45:53-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$158,468
Liabilities
$0
Net assets
$158,468
Revenue
$5,841
Expenses
$13,408
Net income
-$7,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.17$0.10$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.04$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.08$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.27$0.07$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.07$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.13$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.06$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.09$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.10$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.05$0.11$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.13
2011Summary only. Only limited summary data is available for this year.$1.68$0.00$0.02$0.13$0.11