Civic Intelligence

Aequa Foundation

990PF • Fiscal year 2017 • EIN 71-6225066

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

400 Atlantic AvenueBoston, MA 02110-3333

(617) 574-3513

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-53%

Higher net margin than 8% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$21,556

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

27th percentile

-2.4%

Faster asset growth than 27% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

108%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$3,403,321

Down $85,427 (-2.4%) from 2016

Net Assets

Down

$3,403,321

Down $85,427 (-2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$162,260

Up $84,426 (+108%) from 2016

Expenses

Down

$247,832

Down $177,579 (-42%) from 2016

Net Income

Up

-$85,572

Up $262,005 (+75%) from 2016

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

2017

Assets$3,403,321
Liabilities$0
Net Assets$3,403,321

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

2017

Revenue$162,260
Expenses$247,832
Net Income-$85,572
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK M CHRISTOPHER ESQTrustee-$21,556-$21,556
Filing and Contact Details

Filer

Filer Name
Aequa Foundation
EIN
71-6225066
Phone
6175743513
Address
400 ATLANTIC AVENUE, BOSTON, MA 02110-3333

Signing Officer

Name
Mark M Christopher
Title
Trustee
Phone
6175743513
Signed
2018-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Goulston & Storrs
Address
400 ATLANTIC AVENUE, BOSTON, MA 02110-3333
Preparer
John J Ruby
Phone
6175746482
Raw XML AppendixShowing 400 of 477 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3. SPDR GOLD SHARES (MKT) - MONTHLY TRUST EXP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4. SPDR GOLD SHARES (MKT) - MONTHLY TRUST EXP.
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046644
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263077
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0231471
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARK M CHRISTOPHER ESQ
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0% GOULSTON & STORRS
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175743513
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt76000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL & UNRESTRICTED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOSTON FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNION OF CONCERNED SCIENTISTS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOSTON EARLY MUSIC FESTIVAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NEW ENGLAND FOLK FESTIVAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PINEWOODS CAMP INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5STONE TRUST INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CORNELL LAB OF ORNITHOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7FOLK ARTS CENTER OF NEW ENGLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HUMANE SOCIETY OF THE UNITED STATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0AEQUALIS DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(A)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3509(A)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4509(A)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5509(A)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6509(A)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7509(A)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt075 ARLINGTON STREET 10TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1TWO BRATTLE SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2161 FIRST STREET SUITE 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3164 MAXFIELD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt480 CORNISH FIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5707 KIPLING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6159 SAPSUCKER WOODS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt710 FRANKLIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82100 L STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW BEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PLYMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DUMMERSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7STONEHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1021383780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2021421211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3027406529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5053019558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd614850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7021801862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd820037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0203162
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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/AppliedToCurrentYearAmt028309
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0203162
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0249337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00

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