Civic Intelligence

The Mugar Foundation C/O Mugar Enterprises

990PF • Fiscal year 2017 • EIN 80-0638652

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 29, 2018

Organization Profile
222 Berkeley St No 1325Boston, MA 02116

(617) 267-3000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

44th percentile

0.4%

Higher net margin than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

208%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$3,095

Up $501 (+19%) from 2016

Net Assets

Up

$3,095

Up $501 (+19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin44th percentile

Revenue

Up

$131,506

Up $88,870 (+208%) from 2016

Expenses

Up

$131,005

Up $87,337 (+200%) from 2016

Net Income

Up

$501

Up $1,533 (+149%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,158Liabilities 2011: $0Net Assets 2011: $4,1582011Assets 2012: $3,085Liabilities 2012: $0Net Assets 2012: $3,0852012Assets 2013: $2,812Liabilities 2013: $0Net Assets 2013: $2,8122013Assets 2014: $3,692Liabilities 2014: $0Net Assets 2014: $3,6922014Assets 2015: $3,626Liabilities 2015: $0Net Assets 2015: $3,6262015Assets 2016: $2,594Liabilities 2016: $0Net Assets 2016: $2,5942016Assets 2017: $3,095Liabilities 2017: $0Net Assets 2017: $3,0952017Assets 2018: $72,663Liabilities 2018: $0Net Assets 2018: $72,6632018Assets 2019: $1,888,729Liabilities 2019: $0Net Assets 2019: $1,888,7292019Assets 2020: $1,214,185Liabilities 2020: $0Net Assets 2020: $1,214,1852020Assets 2021: $1,074,710Liabilities 2021: $0Net Assets 2021: $1,074,7102021Assets 2022: $477,307Liabilities 2022: $0Net Assets 2022: $477,3072022Assets 2023: $10,023,672Liabilities 2023: $0Net Assets 2023: $10,023,6722023Assets 2024: $9,662,307Liabilities 2024: $0Net Assets 2024: $9,662,3072024

Highlighted filing

2017

Assets$3,095
Liabilities$0
Net Assets$3,095
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $49,8912011Expenses 2012: $73,3642012Revenue 2013: $281,532Expenses 2013: $281,805Net Income 2013: -$2732013Revenue 2014: $109,477Expenses 2014: $108,597Net Income 2014: $8802014Revenue 2015: $33,277Expenses 2015: $33,343Net Income 2015: -$662015Revenue 2016: $42,636Expenses 2016: $43,668Net Income 2016: -$1,0322016Revenue 2017: $131,506Expenses 2017: $131,005Net Income 2017: $5012017Revenue 2018: $214,504Expenses 2018: $144,936Net Income 2018: $69,5682018Revenue 2019: $2,275,994Expenses 2019: $459,928Net Income 2019: $1,816,0662019Revenue 2020: $1,508Expenses 2020: $676,052Net Income 2020: -$674,5442020Revenue 2021: $20,582Expenses 2021: $160,057Net Income 2021: -$139,4752021Revenue 2022: $1,063Expenses 2022: $598,466Net Income 2022: -$597,4032022Revenue 2023: $10,456,163Expenses 2023: $909,798Net Income 2023: $9,546,3652023Revenue 2024: $499,457Expenses 2024: $860,822Net Income 2024: -$361,3652024

Highlighted filing

2017

Revenue$131,506
Expenses$131,005
Net Income$501
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 29, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID G MUGARGrantor And Trustee-$0--
DAVID T TINGInvest. Committee Trustee-$0--
ALAN W ROTTENBERGInvest. Committee Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mugar Foundation
EIN
80-0638652
Phone
6172673000
Address
222 BERKELEY ST NO 1325, BOSTON, MA 02116

Signing Officer

Name
David T Ting
Title
Trustee
Phone
6172673000
Signed
2018-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110
Preparer
William Cooper
Phone
6174472700
Raw XML Appendix338 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALAN W ROTTENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0GRANTOR AND TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1INVEST. COMMITTEE TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2INVEST. COMMITTEE TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION IN SUPPORT OF THE AFCEA EDUCATION FOUNDATION "5K RUN FOR STEM", AFCEA LEXINGTON-CONCORD CHAPTER ANNUAL 5K FAMILY FUN RUN/WALK ON SEPTEMBER 16, 2017 IN LEXINGTON, MA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION FOR THE 7/4/17 FOURTH OF JULY CELEBRATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE DONATION TO SUPPORT CHARLES RIVER CLEAN UP EFFORTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION TO FUND THE FAMILY FIREWORKS DISPLAY OVER BOSTON COMMON ON DECEMBER 31, 2016.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARMED FORCES COMMUNICATIONS & ELECTRONICS ASSOCIATION LEXINGTON-CONCORD CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOSTON 4 CELEBRATIONS FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHARLES RIVER CLEAN UP BOAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIRST NIGHT BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3 PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3 PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3 PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)3 PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt024 HARTWELL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1222 BERKELEY STREET SUITE 1325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24 COPLEY PLACE SUITE 4155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ONE DESIGN CENTER PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002421
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302210
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0128833
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0192
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0108301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0281663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt073023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt073023
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0597448
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0130813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0108301
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0281663
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0131005
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0130813
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0670471
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0539658
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DAVID G MUGAR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0222 BERKELEY STREET SUITE 1325
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002116
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0131500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12067
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12067
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID G MUGAR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0222 BERKELEY ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BOSTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002116
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID T TING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172673000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MUGAR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MUGAR ENTERPRISES
ReturnHeader/Filer/BusinessNameControlTxt0MUGA
ReturnHeader/Filer/EIN0800638652
ReturnHeader/Filer/PhoneNum06172673000
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 BERKELEY ST NO 1325
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05DFD47D5938E4F0EB6558E32278CFF63090FCAA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D286C15069C100443CD179F627BF294EDE0E652C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.147.160.242
ReturnHeader/FilingSecurityInformation/IPDt02018-06-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:42:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM COOPER
ReturnHeader/ReturnTs02018-07-12T09:05:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,095
Liabilities
$0
Net assets
$3,095
Revenue
$131,506
Expenses
$131,005
Net income
$501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.66$0.00$9.66$0.50$0.86$0.36
2023Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$10.5$0.91$9.55
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.00$0.60$0.60
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.02$0.16$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.00$0.68$0.67
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$2.28$0.46$1.82
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.21$0.14$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$0.13$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.11$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.28$0.28$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05