Civic Intelligence

William and Lynda Steere Foundation

990PF • Fiscal year 2015 • EIN 65-6286705

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 19, 2016

PO Box 2630Westport, CT 06880

(203) 226-8997

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

13th percentile

-9.0%

Faster asset growth than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-9.5%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,022,398

Down $399,400 (-9.0%) from 2014

Net Assets

Down

$4,022,398

Down $399,400 (-9.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$2,712,514

Down $285,672 (-9.5%) from 2014

Expenses

Down

$1,523,470

Down $110,933 (-6.8%) from 2014

Net Income

Down

$1,189,044

Down $174,739 (-13%) from 2014

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $6,648,963Liabilities 2010: $0Net Assets 2010: $6,648,9632010Assets 2011: $5,927,545Liabilities 2011: $12011Assets 2012: $4,302,143Liabilities 2012: $12012Assets 2013: $4,536,381Liabilities 2013: $0Net Assets 2013: $4,536,3812013Assets 2014: $4,421,798Liabilities 2014: $0Net Assets 2014: $4,421,7982014Assets 2015: $4,022,398Liabilities 2015: $0Net Assets 2015: $4,022,3982015Assets 2016: $6,588,080Liabilities 2016: $0Net Assets 2016: $6,588,0802016Assets 2017: $7,353,926Liabilities 2017: $0Net Assets 2017: $7,353,9262017Assets 2018: $7,730,215Liabilities 2018: $0Net Assets 2018: $7,730,2152018Assets 2019: $6,577,795Liabilities 2019: $0Net Assets 2019: $6,577,7952019Assets 2020: $8,417,933Liabilities 2020: $0Net Assets 2020: $8,417,9332020Assets 2021: $10,403,285Liabilities 2021: $0Net Assets 2021: $10,403,2852021Assets 2022: $9,589,831Liabilities 2022: $0Net Assets 2022: $9,589,8312022Assets 2023: $8,969,115Liabilities 2023: $0Net Assets 2023: $8,969,1152023Assets 2024: $9,217,951Liabilities 2024: $0Net Assets 2024: $9,217,9512024

Highlighted filing

2015

Assets$4,022,398
Liabilities$0
Net Assets$4,022,398

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,890,4202010Revenue 2011: $1,097,795Expenses 2011: $1,819,213Net Income 2011: -$721,4182011Revenue 2012: $1,664,866Expenses 2012: $2,666,383Net Income 2012: -$1,001,5172012Revenue 2013: $2,248,824Expenses 2013: $1,365,655Net Income 2013: $883,1692013Revenue 2014: $2,998,186Expenses 2014: $1,634,403Net Income 2014: $1,363,7832014Revenue 2015: $2,712,514Expenses 2015: $1,523,470Net Income 2015: $1,189,0442015Revenue 2016: $5,589,724Expenses 2016: $1,492,816Net Income 2016: $4,096,9082016Revenue 2017: $1,594,181Expenses 2017: $1,646,174Net Income 2017: -$51,9932017Revenue 2018: $1,387,889Expenses 2018: $2,161,047Net Income 2018: -$773,1582018Revenue 2019: $1,415,035Expenses 2019: $2,142,821Net Income 2019: -$727,7862019Revenue 2020: $1,472,653Expenses 2020: $2,189,376Net Income 2020: -$716,7232020Revenue 2021: $3,655,721Expenses 2021: $1,950,486Net Income 2021: $1,705,2352021Revenue 2022: $676,593Expenses 2022: $1,616,850Net Income 2022: -$940,2572022Revenue 2023: $1,154,113Expenses 2023: $1,772,900Net Income 2023: -$618,7872023Revenue 2024: $1,774,285Expenses 2024: $1,628,630Net Income 2024: $145,6552024

Highlighted filing

2015

Revenue$2,712,514
Expenses$1,523,470
Net Income$1,189,044
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 19, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELWOOD B DAVISTrustee-$0--
WILLIAM C STEERETrustee-$0--
LYNDA STEERETrustee-$0--
Filing and Contact Details

Filer

Filer Name
William & Lynda Steere Foundation
EIN
65-6286705
Phone
2032268997
Address
PO Box 2630, Westport, CT 06880

Signing Officer

Name
Elwood B Davis
Title
Trustee
Phone
2032268997
Signed
2016-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Northeast Financial Consultants Inc
Address
PO Box 2630, WESTPORT, CT 06880
Preparer
Elwood B Davis
Phone
2032268997
Raw XML AppendixShowing 400 of 689 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/RecipientBusinessName/BusinessNameLine1Txt0Naples Philharmonic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1White Plains DAR (NSDAR)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Make A Wish Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Flintridge Sacred Heart Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Womens Voices For Change
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Long Wharf Theatre
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6New York Botanical Garden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NYU Langone Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8The Lierary Council Gulf Coast
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Rye Free Reading Room
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Rye Voluteer Firefighters
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11United Hospital Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Metropolitan Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Leland Stanford Junior University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Memorial Sloan-Kettering Cancer Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Rye Police Assn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Jas Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Aspen Center for Environmental Studies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Thrift Store of Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Theatre Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Basalt High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Kent School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Lift Up
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Georgetown University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Kidney and Urology Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Friends of Read Wildlife Sanctuary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26The Apawamis Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27Challenge Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28Paws for Life
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29Theatre Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30ACES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31New York University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32Christ Episcopal Church of Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33Christ Episcopal Church of Aspen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34Friends of Aspen Animal Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35Gamble Garden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36Memeorial Sloan Cancer Center-MSU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37The Buddy Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38Lee Memorial Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39Cancercare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40GEN Harris Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41Community Foundation of CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42Memeorial Sloan Cancer Center-MSU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43Rockin Christmas Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44Daughters of the American Revolution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501(c)3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12501(c)3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16501(c)3

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$1.77$1.63$0.15
2023Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$1.15$1.77$0.62
2022Detailed filing. Detailed filing data is available for this year.$9.59$0.00$9.59$0.68$1.62$0.94
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$3.66$1.95$1.71
2020Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$1.47$2.19$0.72
2019Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$1.42$2.14$0.73
2018Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$1.39$2.16$0.77
2017Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$1.59$1.65$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$5.59$1.49$4.10
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$2.71$1.52$1.19
2014Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$3.00$1.63$1.36
2013Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$2.25$1.37$0.88
2012Summary only. Only limited summary data is available for this year.$4.30$0.00$1.66$2.67$1.00
2011Summary only. Only limited summary data is available for this year.$5.93$0.00$1.10$1.82$0.72
2010Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$1.89