Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Bulfinch Group Charitable Foundation Inc.
990EZ • Fiscal year 2013 • EIN 80-0930674
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$16,802
No earlier filing loaded for comparison.
Net Assets
$16,802
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$58,122
No earlier filing loaded for comparison.
Expenses
$41,420
No earlier filing loaded for comparison.
Net Income
$16,702
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Feb 15, 2013
- Return Version
- 2013v3.0
- Gross Receipts
- $99,169
Mission and Program Overview
Mission
To improve the lives of people living in the new england states, particularly in the areas of education, health, human services and cultural initiatives
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO IMPROVE THE LIVES OF PEOPLE LIVING IN THE NEW ENGLAND STATES, PARTICULARLY IN THE AREAS OF EDUCATION, HEALTH, HUMAN SERVICES AND CULTURAL INITIATIVES | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LESLIE MEDALIE | President /Director | PT | $0 | - | - |
| DORSY HAYES | Treasurer/Director | PT | $0 | - | - |
| SETH MEDALIE | Clerk/Director | PT | $0 | - | - |
| KEVIN SCHNEIDER | Director | PT | $0 | - | - |
| DOUGLAS REISS | Director | PT | $0 | - | - |
| CAROLINE BONNAR | Director | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $35,235 | $35,235 | - | $35,235 |
| Total Events | $35,235 | $35,235 | $41,047 | $-5,812 |
Filing and Contact Details
Filer
- EIN
- 80-0930674
- Phone
- 7814494402
Signing Officer
- Name
- Leslie Medalie
- Title
- Preident
- Phone
- 7812923223
- Signed
- 2013-02-15
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Howard Newburg
- Phone
- 7818844100
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: charitable donation . Grantee name: riverside community care . Grantee address: 450 washington street dedham , ma 02026. Property description: cash donation. Date of gift: 08/22/13. Amount given: 38,420.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: charitable donation . Grantee name: joyal capital management foundation. Grantee address: 50 resnik road plymouth , ma 02360-7220. Property description: cash donation. Date of gift: 09/05/13. Amount given: 3,000. Total included on form 990-ez, line 10: 41,420.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: initial contribution. Amount: 100.”
Raw XML Appendix169 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | DORSY HAYES |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7814494462 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 26 WINDMILL DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | SUDBURY |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 01776 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 16802 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 63934 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 16702 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 16802 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 35235 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 41420 |
| IRS990EZ/GrossReceiptsAmt | 0 | 99169 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitialReturnInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 16802 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 16802 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LESLIE MEDALIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DORSY HAYES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SETH MEDALIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KEVIN SCHNEIDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DOUGLAS REISS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CAROLINE BONNAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT /DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CLERK/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 100 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO IMPROVE THE LIVES OF PEOPLE LIVING IN THE NEW ENGLAND STATES, PARTICULARLY IN THE AREAS OF EDUCATION, HEALTH, HUMAN SERVICES AND CULTURAL INITIATIVES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO IMPROVE THE LIVES OF PEOPLE LIVING IN THE NEW ENGLAND STATES, PARTICULARLY IN THE AREAS OF EDUCATION, HEALTH, HUMAN SERVICES AND CULTURAL INITIATIVES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd | 0 | X |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 41047 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -5812 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 41420 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 58122 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 63934 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 63934 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 63934 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 63934 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 63934 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 63934 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 63934 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 41047 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 35235 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 35235 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 35235 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 35235 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt | 0 | CHARITY GOLF TOURNAMENT |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -5812 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 41047 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 41047 |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: CHARITABLE DONATION . GRANTEE NAME: RIVERSIDE COMMUNITY CARE . GRANTEE ADDRESS: 450 WASHINGTON STREET DEDHAM , MA 02026. PROPERTY DESCRIPTION: CASH DONATION. DATE OF GIFT: 08/22/13. AMOUNT GIVEN: 38,420. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: CHARITABLE DONATION . GRANTEE NAME: JOYAL CAPITAL MANAGEMENT FOUNDATION. GRANTEE ADDRESS: 50 RESNIK ROAD PLYMOUTH , MA 02360-7220. PROPERTY DESCRIPTION: CASH DONATION. DATE OF GIFT: 09/05/13. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 41,420. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: INITIAL CONTRIBUTION. AMOUNT: 100. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LESLIE MEDALIE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PREIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7812923223 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2013-02-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | THE BULFINCH GROUP CHARITABLE FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BULF |
| ReturnHeader/Filer/EIN | 0 | 800930674 |
| ReturnHeader/Filer/PhoneNum | 0 | 7814494402 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 160 GOULD STREET SUITE 310 |
| ReturnHeader/Filer/USAddress/City | 0 | NEEDHAM |
| ReturnHeader/Filer/USAddress/State | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 02494 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 042805993 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | NEWBURG & COMPANY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 890 WINTER STREET SUITE 208 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | WALTHAM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 02451 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7818844100 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HOWARD NEWBURG |
| ReturnHeader/ReturnTs | 0 | 2014-03-21T14:55:21-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $16,802
- Liabilities
- $0
- Net assets
- $16,802
- Revenue
- $58,122
- Expenses
- $41,420
- Net income
- $16,702