Civic Intelligence

Aequa Foundation

990PF • Fiscal year 2011 • EIN 71-6225066

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

PO Box 99012902199-0129
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

70th percentile

$20,000

Higher top officer pay than 70% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$5,511,830

No earlier filing loaded for comparison.

Net Assets

$5,511,830

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$291,503

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,511,830Liabilities 2011: $0Net Assets 2011: $5,511,8302011Assets 2012: $4,053,607Liabilities 2012: $02012Assets 2013: $3,903,445Liabilities 2013: $0Net Assets 2013: $3,903,4452013Assets 2014: $3,804,158Liabilities 2014: $0Net Assets 2014: $3,804,1582014Assets 2015: $3,837,160Liabilities 2015: $0Net Assets 2015: $3,837,1602015Assets 2016: $3,488,748Liabilities 2016: $0Net Assets 2016: $3,488,7482016Assets 2017: $3,403,321Liabilities 2017: $0Net Assets 2017: $3,403,3212017Assets 2018: $3,383,215Liabilities 2018: $0Net Assets 2018: $3,383,2152018Assets 2019: $3,294,210Liabilities 2019: $02019Assets 2020: $3,234,243Liabilities 2020: $0Net Assets 2020: $3,234,2432020Assets 2021: $3,363,543Liabilities 2021: $0Net Assets 2021: $3,363,5432021Assets 2022: $3,159,575Liabilities 2022: $0Net Assets 2022: $3,159,5752022Assets 2023: $3,165,269Liabilities 2023: $0Net Assets 2023: $3,165,2692023Assets 2024: $2,867,165Liabilities 2024: $0Net Assets 2024: $2,867,1652024

Highlighted filing

2011

Assets$5,511,830
Liabilities$0
Net Assets$5,511,830

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $291,5032011Revenue 2012: $120,357Expenses 2012: $1,552,660Net Income 2012: -$1,432,3032012Revenue 2013: $72,729Expenses 2013: $223,551Net Income 2013: -$150,8222013Revenue 2014: $139,410Expenses 2014: $236,073Net Income 2014: -$96,6632014Revenue 2015: $100,397Expenses 2015: $67,708Net Income 2015: $32,6892015Revenue 2016: $77,834Expenses 2016: $425,411Net Income 2016: -$347,5772016Revenue 2017: $162,260Expenses 2017: $247,832Net Income 2017: -$85,5722017Revenue 2018: $228,210Expenses 2018: $248,369Net Income 2018: -$20,1592018Revenue 2019: $194,690Expenses 2019: $283,436Net Income 2019: -$88,7462019Revenue 2020: $244,505Expenses 2020: $305,030Net Income 2020: -$60,5252020Revenue 2021: $417,515Expenses 2021: $288,454Net Income 2021: $129,0612021Revenue 2022: $158,678Expenses 2022: $361,827Net Income 2022: -$203,1492022Revenue 2023: $336,098Expenses 2023: $329,432Net Income 2023: $6,6662023Revenue 2024: $41,819Expenses 2024: $337,130Net Income 2024: -$295,3112024

Highlighted filing

2011

Revenue-
Expenses$291,503
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVE GRACE PENOYER ESQTrustee (Resigned 1/18/2012)PT$20,000-$20,000
MARK M CHRISTOPHER ESQTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOSTON FOUNDATION INCGENERAL & UNRESTRICTED509(A)(1)BOSTON, MA, US$192,965
Paid GrantBRIGHAM AND WOMEN'S HOSPITAL INCGENERAL & UNRESTRICTED509(A)(1)BOSTON, MA, US$11,000
Paid GrantSOUTH SHORE CONSERVATORY OF MUSICGENERAL & UNRESTRICTED509(A)(1)HINGHAM, MA, US$10,000
Paid GrantDUXBURY RURAL AND HISTORICALGENERAL & UNRESTRICTED509(A)(1)DUXBURY, MA, US$10,000
Paid GrantJORDAN HOSPITAL INCGENERAL & UNRESTRICTED509(A)(1)PLYMOUTH, MA, US$10,000
Paid GrantPLYMOUTH PHILHARMONIC ORCHESTRAGENERAL & UNRESTRICTED509(A)(1)PLYMOUTH, MA, US$10,000
Paid GrantFOLK ARTS CENTER OF NEW ENGLANDGENERAL & UNRESTRICTED509(A)(1)STONEHAM, MA, US$7,000
Filing and Contact Details

Filer

EIN
71-6225066
Raw XML AppendixShowing 400 of 443 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01804
CompensationExplanation/Compensation/Explanation0TRUSTEE FEES
CompensationExplanation/Compensation/PersonName0EVE GRACE PENOYER ESQ
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue052949
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV051488
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0$105,000 FHLM DEB DTD 3/1/96 6
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1$50,000 CATERPILLAR FIN SERV
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22,250 MIDCAP SPDR TR UNIT S
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12145. SPDR S&P 500 ETF TRUST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount67000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL & UNRESTRICTED
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BRIGHAM AND WOMEN'S HOSPITAL INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SOUTH SHORE CONSERVATORY OF MUSIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13DUXBURY RURAL AND HISTORICAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14JORDAN HOSPITAL INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15PLYMOUTH PHILHARMONIC ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16FOLK ARTS CENTER OF NEW ENGLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20AEQUALIS DONOR ADVISED FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21DEVELOPMENT OFFICE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine25INC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6509(A)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12ONE CONSERVATORY DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 2865
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14275 SANDWICH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 3174 16 COURT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1610 FRANKLIN STREET
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IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0269822
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
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IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
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OtherDecreasesSchedule/OtherDecreases/Amount07097
OtherDecreasesSchedule/OtherDecreases/Amount11
OtherDecreasesSchedule/OtherDecreases/Description0TRANSACTIONS POSTED AFTER PERIOD END
OtherDecreasesSchedule/OtherDecreases/Description1ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0FORM PC FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.04$0.34$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.34$0.33$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.16$0.36$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.42$0.29$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.24$0.31$0.06
2019Summary only. Only limited summary data is available for this year.$3.29$0.00$0.19$0.28$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.23$0.25$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.16$0.25$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.08$0.43$0.35
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.10$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.14$0.24$0.10
2013Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.07$0.22$0.15
2012Summary only. Only limited summary data is available for this year.$4.05$0.00$0.12$1.55$1.43
2011Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.29