Civic Intelligence

Norton Charitable Foundation

990PF • Fiscal year 2015 • EIN 65-0300930

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 08, 2016

Organization Profile
CO The Colony Group 2 Atlantic AveBoston, MA 02110

(617) 723-8200

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-107%

Higher net margin than 7% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

39th percentile

-3.1%

Faster asset growth than 39% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

-2.2%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$464,265

Down $14,668 (-3.1%) from 2014

Net Assets

Down

$464,265

Down $14,668 (-3.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Down

$13,845

Down $317 (-2.2%) from 2014

Expenses

Down

$28,606

Down $1,039 (-3.5%) from 2014

Net Income

Up

-$14,761

Up $722 (+4.7%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2010: $427,317Liabilities 2010: $0Net Assets 2010: $427,3172010Assets 2011: $539,548Liabilities 2011: $0Net Assets 2011: $539,5482011Assets 2012: $508,153Liabilities 2012: $12012Assets 2013: $493,901Liabilities 2013: $0Net Assets 2013: $493,9012013Assets 2014: $478,933Liabilities 2014: $0Net Assets 2014: $478,9332014Assets 2015: $464,265Liabilities 2015: $0Net Assets 2015: $464,2652015Assets 2016: $443,723Liabilities 2016: $0Net Assets 2016: $443,7232016Assets 2017: $439,251Liabilities 2017: $0Net Assets 2017: $439,2512017Assets 2018: $431,725Liabilities 2018: $0Net Assets 2018: $431,7252018Assets 2019: $420,707Liabilities 2019: $0Net Assets 2019: $420,7072019Assets 2020: $403,356Liabilities 2020: $0Net Assets 2020: $403,3562020Assets 2021: $388,505Liabilities 2021: $0Net Assets 2021: $388,5052021Assets 2022: $369,954Liabilities 2022: $0Net Assets 2022: $369,9542022Assets 2023: $330,212Liabilities 2023: $0Net Assets 2023: $330,2122023Assets 2024: $279,858Liabilities 2024: $0Net Assets 2024: $279,8582024

Highlighted filing

2015

Assets$464,265
Liabilities$0
Net Assets$464,265
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $18,6102010Expenses 2011: $39,9742011Revenue 2012: $20,426Expenses 2012: $41,820Net Income 2012: -$21,3942012Revenue 2013: $22,055Expenses 2013: $33,807Net Income 2013: -$11,7522013Revenue 2014: $14,162Expenses 2014: $29,645Net Income 2014: -$15,4832014Revenue 2015: $13,845Expenses 2015: $28,606Net Income 2015: -$14,7612015Revenue 2016: $10,965Expenses 2016: $31,670Net Income 2016: -$20,7052016Revenue 2017: $10,345Expenses 2017: $14,796Net Income 2017: -$4,4512017Revenue 2018: $13,318Expenses 2018: $20,896Net Income 2018: -$7,5782018Revenue 2019: $12,698Expenses 2019: $23,675Net Income 2019: -$10,9772019Revenue 2020: $11,900Expenses 2020: $28,994Net Income 2020: -$17,0942020Revenue 2021: $11,477Expenses 2021: $26,207Net Income 2021: -$14,7302021Revenue 2022: $10,795Expenses 2022: $29,216Net Income 2022: -$18,4212022Revenue 2023: $10,001Expenses 2023: $49,768Net Income 2023: -$39,7672023Revenue 2024: $279Expenses 2024: $50,988Net Income 2024: -$50,7092024

Highlighted filing

2015

Revenue$13,845
Expenses$28,606
Net Income-$14,761
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY Z NORTONTrustee-$0--
DOROTHY C NORTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norton Charitable Foundation
EIN
65-0300930
Phone
6177238200
Address
CO THE COLONY GROUP 2 ATLANTIC AVE, BOSTON, MA 02110

Signing Officer

Name
Henry Z Norton
Title
Trustee
Phone
6177238200
Signed
2016-08-08
Discuss with paid preparer
Yes

Preparer

Firm
The Colony Group LLC
Address
2 ATLANTIC AVENUE, BOSTON, MA 02110
Preparer
Mary I Vlad
Phone
6177238200
Raw XML Appendix355 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0ELECTION TO AMORTIZE BOND PREMIUM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0TAXPAYER IDENTIFICATION NUMBER 65-0300930FOR THE YEAR ENDING DECEMBER 31, 2015HENRY Z. NORTON, TRUSTEE OF THE NORTON CHARITABLE FOUNDATION, HEREBY ELECTS, PURSUANT TO IRC SEC. 171(C), TO AMORTIZE BOND PREMIUM DURING THE TAXABLE YEAR AND FOR ALL SUBSEQUENT TAXABLE YEARS. THE FIRST TAXABLE YEAR TO WHICH THIS ELECTION APPLIES IS THE TAXPAYER'S CALENDAR YEAR ENDING DECEMBER 31, 2015.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0430978
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0418808
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt025005
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt024740
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015458
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt023900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015458
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015458
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-14761
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt051634
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1613
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015458
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02686
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025639
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY 3.8%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ALCOA INC 5.55%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1613
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14761
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt093
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0464265
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0478933
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0464265
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023109
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023109
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023109
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023264
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0155
IRS990PF/DistributableAmountGrp/TotalTaxAmt0155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/FMVAssetsEOYAmt0451830
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0493901
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0468760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0430978
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0418808
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-14968
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0472364
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011918
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0460446
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07085
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0472364
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HENRY Z NORTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DOROTHY C NORTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt060 EDGEWATER DRIVE 16K
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt160 EDGEWATER DRIVE 16K
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CORAL GABLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CORAL GABLES
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY Z NORTON
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ReturnHeader/BusinessOfficerGrp/PhoneNum06177238200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-08
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ReturnHeader/Filer/BusinessNameControlTxt0NORT
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ReturnHeader/Filer/PhoneNum06177238200
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900751149
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 ATLANTIC AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06177238200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY I VLAD
ReturnHeader/ReturnTs02016-08-11T15:55:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,265
Liabilities
$0
Net assets
$464,265
Revenue
$13,845
Expenses
$28,606
Net income
-$14,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.00$0.51$0.51
2023Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.10$0.50$0.40
2022Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.11$0.29$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.11$0.26$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.12$0.29$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.13$0.24$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.13$0.21$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.10$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.11$0.32$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.14$0.29$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.14$0.30$0.15
2013Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.22$0.34$0.12
2012Summary only. Only limited summary data is available for this year.$5.08$0.00$0.20$0.42$0.21
2011Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.40
2010Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.19