Civic Intelligence

Rx Foundation

990PF • Fiscal year 2023 • EIN 81-0556499

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 17, 2024

Organization Profile
PO Box 23Hadley, MA 01035-0023

(617) 275-6415

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2023 filings • NTEE T • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.00x

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

2023 filings • NTEE T • $25M-$50M nonprofits • Source year 2023

Net Margin

20th percentile

-81%

Higher net margin than 20% of similar nonprofits.

2023 filings • NTEE T • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$101,234

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2023 filings • NTEE T • $25M-$50M nonprofits • Source year 2023

Asset Growth

60th percentile

5.5%

Faster asset growth than 60% of similar nonprofits.

2023 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

19%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$41,820,351

Up $2,162,156 (+5.5%) from 2022

Net Assets

Up

$41,820,351

Up $2,162,156 (+5.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin20th percentile

Revenue

Up

$1,727,008

Up $271,596 (+19%) from 2022

Expenses

Up

$3,130,512

Up $70,735 (+2.3%) from 2022

Net Income

Up

-$1,403,504

Up $200,861 (+13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60M$40M$20M$0Assets 2010: $38,583,477Liabilities 2010: $27,690Net Assets 2010: $38,555,7872010Assets 2011: $34,494,500Liabilities 2011: $02011Assets 2012: $37,011,349Liabilities 2012: $4,6942012Assets 2013: $43,216,471Liabilities 2013: $11,1112013Assets 2014: $41,787,228Liabilities 2014: $02014Assets 2015: $37,549,275Liabilities 2015: $02015Assets 2019: $43,706,259Liabilities 2019: $0Net Assets 2019: $43,706,2592019Assets 2020: $47,560,380Liabilities 2020: $0Net Assets 2020: $47,560,3802020Assets 2021: $50,754,617Liabilities 2021: $0Net Assets 2021: $50,754,6172021Assets 2022: $39,658,195Liabilities 2022: $0Net Assets 2022: $39,658,1952022Assets 2023: $41,820,351Liabilities 2023: $0Net Assets 2023: $41,820,3512023Assets 2024: $57,058,935Liabilities 2024: $0Net Assets 2024: $57,058,9352024

Highlighted filing

2023

Assets$41,820,351
Liabilities$0
Net Assets$41,820,351
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$20M$10M$0-$10MExpenses 2010: $1,357,7512010Revenue 2011: $1,083,529Expenses 2011: $2,335,765Net Income 2011: -$1,252,2362011Revenue 2012: $2,037,906Expenses 2012: $1,964,097Net Income 2012: $73,8092012Revenue 2013: $3,698,828Expenses 2013: $2,168,533Net Income 2013: $1,530,2952013Revenue 2014: $4,081,886Expenses 2014: $2,931,348Net Income 2014: $1,150,5382014Revenue 2015: $1,421,743Expenses 2015: $2,956,964Net Income 2015: -$1,535,2212015Revenue 2019: $2,534,196Expenses 2019: $2,801,018Net Income 2019: -$266,8222019Revenue 2020: $2,839,219Expenses 2020: $3,314,952Net Income 2020: -$475,7332020Revenue 2021: $6,084,053Expenses 2021: $3,756,481Net Income 2021: $2,327,5722021Revenue 2022: $1,455,412Expenses 2022: $3,059,777Net Income 2022: -$1,604,3652022Revenue 2023: $1,727,008Expenses 2023: $3,130,512Net Income 2023: -$1,403,5042023Revenue 2024: $19,348,251Expenses 2024: $3,930,513Net Income 2024: $15,417,7382024

Highlighted filing

2023

Revenue$1,727,008
Expenses$3,130,512
Net Income-$1,403,504
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 17, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER RILEYSecretary, Executive DirectorPT$98,600$2,634$101,234
GEORGE HATCHTrustee, PresidentPT$0--
WHITNEY HATCHTrustee, TreasurerPT$0--
CHRISTOPHER ANGELLTrusteePT$0--
HEIDI BEHFOROUZ MDTrusteePT$0--
DONALD M BERWICK MD MPP FRCPTrusteePT$0--
ANN HWANG MDTrusteePT$0--
MATTHEW LIANG MD MPHTrusteePT$0--
MICHELLE MORSE MDTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Rx Foundation
EIN
81-0556499
Phone
6172756415
Address
PO BOX 23, HADLEY, MA 01035-0023

Signing Officer

Name
Jennifer Riley
Title
Secretrary
Phone
6172756415
Signed
2024-10-17
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167-0008
Preparer
Thomas F Blaney CPA
Phone
2122862600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2183857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2240370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2336767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2430291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2579235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2653693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2737686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2837127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2953700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3017439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3133440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3261182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3330635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE INC (ADBE) 61.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGILENT TECHNOLOGIES INC (A) 99.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL A (GOOGL) 385.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM INC COM (AMZN) 464.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN TOWER CORP CL A (REIT) (AMT) 215.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ANALOG DEVICES INC COM (ADI) 151.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ATLASSIAN CORP A (TEAM) 122.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKSTONE INC (BX) 282.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CADENCE DESIGN SYSTEMS INC COM (CDNS) 127.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHIPOTLE MEXICAN GRILL INC (CMG) 15.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DANAHER CORP COM (DHR) 204.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DYNATRACE INC (DT) 559.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ECOLAB INC COM (ECL) 133.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EDWARDS LIFESCIENCES CORP (EW) 451.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FORTIVE CORP COM (FTV) 456.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GALLAGHER (ARTHUR J.) & CO (AJG) 79.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GARTNER INC (IT) 73.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17IDEXX LABS INC COM (IDXX) 64.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18INTUIT INC COM (INTU) 105.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MARVELL TECHNOLOGY GROUP LTD (MRVL) 558.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MERCK & CO INC (MRK) 6,608.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT CORP COM (MSFT) 223.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MONOLITHIC POWER SYSTEMS INC COM (MPWR) 64.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MSCI INC CL A (MSCI) 65.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NIKE INC CL B (NKE) 279.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25NVIDIA CORP COM (NVDA) 160.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SERVICENOW INC (NOW) 76.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27THERMO FISHER SCIENTIFIC INC COM (TMO) 71.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UBER TECHNOLOGIES INC (UBER) 603.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNITEDHEALTH GROUP INC COM (UNH) 102.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VERALTO CORP (VLTO) 212.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VERISK ANALYTICS INC A (VRSK) 140.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VISA INC CL A (V) 235.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WEST PHARMACEUTICAL SERVICES INC COM (WST) 87.000 SHARES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13718269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22277958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32376930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41817176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5481986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6160548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7592584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8309731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt96454856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102124568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1169639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt123101126
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13522744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14168536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt153140457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16625884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17692971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt182040426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt192175577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARIEL FUND (ARGFX) 36,279.168 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARTISAN INTL VALUE FUND - ADV (APDKX) 81,309.174 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BOSTON TRUST WALDEN SMID CAP (WASMX) 100,350.570 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CALVERT ABSOLUTE RETURN BOND FUND - I (CUBIX) 164,835.640 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CALVERT US LARGE CAP VALUE RESPONSIBLE I (CFJIX) 61,246.231 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CLEAN GROWTH FUND V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DORCHESTER CAPITAL SECONDARIES OFFSHORE IV, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ECOSYSTEM INTEGRITY FUND III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ECOSYSTEM INTEGRITY FUND IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GENERATION IM GLOBAL EQUITY FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES RUSSELL 1000 INDEX ETF (IWB) 8,101.000 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11LEGACY VENTURE XI, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12RBC EMERGING MARKETS EQUITY I (REEIX) 248,090.123 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SJF VENTURES IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SJF VENTURES V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD SHORT-TERM BD INDEX ADM (VBIRX) 61,968.750 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD SHORT-TERM INV-GRADE ADMRL SHS (VFSUX) 67,739.122 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD ULTRASHORT TERM BOND FUND CL ADM (VUSFX) 102,276.981 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19WCM FOCUSED INTL GROWTH INSTL (WCMIX) 95,587.752 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02477867
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22277958
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8309731
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01718186
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0147038
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0147038
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0825
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt010626
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01092141
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01474378
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt067708
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt049714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03737
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt053451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-54215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-46634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0170615
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0233034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0403649
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt025146
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt025146
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,820,351
Liabilities
$0
Net assets
$41,820,351
Revenue
$1,727,008
Expenses
$3,130,512
Net income
-$1,403,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.1$0.00$57.1$19.3$3.93$15.4
2023Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$1.73$3.13$1.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$0.00$39.7$1.46$3.06$1.60
2021Detailed filing. Detailed filing data is available for this year.$50.8$0.00$50.8$6.08$3.76$2.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$0.00$47.6$2.84$3.31$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$0.00$43.7$2.53$2.80$0.27
2015Summary only. Only limited summary data is available for this year.$37.5$0.00$1.42$2.96$1.54
2014Summary only. Only limited summary data is available for this year.$41.8$0.00$4.08$2.93$1.15
2013Summary only. Only limited summary data is available for this year.$43.2$0.01$3.70$2.17$1.53
2012Summary only. Only limited summary data is available for this year.$37.0$0.00$2.04$1.96$0.07
2011Summary only. Only limited summary data is available for this year.$34.5$0.00$1.08$2.34$1.25
2010Detailed filing. Detailed filing data is available for this year.$38.6$0.03$38.6$1.36