Civic Intelligence

Mart Foundation

990PF • Fiscal year 2018 • EIN 81-3022126

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 02, 2019

Organization Profile
100 Federal St 37th FloorBoston, MA 02110

(617) 357-9600

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$2,623

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$3,150,384

No earlier filing loaded for comparison.

Net Assets

$3,150,384

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin88th percentile

Revenue

$259,144

No earlier filing loaded for comparison.

Expenses

$142,888

No earlier filing loaded for comparison.

Net Income

$116,256

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2018: $3,150,384Liabilities 2018: $0Net Assets 2018: $3,150,3842018Assets 2019: $8,607,563Liabilities 2019: $0Net Assets 2019: $8,607,5632019Assets 2021: $16,988,952Liabilities 2021: $0Net Assets 2021: $16,988,9522021Assets 2022: $16,787,415Liabilities 2022: $0Net Assets 2022: $16,787,4152022

Highlighted filing

2018

Assets$3,150,384
Liabilities$0
Net Assets$3,150,384
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $259,144Expenses 2018: $142,888Net Income 2018: $116,2562018Revenue 2019: $5,647,074Expenses 2019: $187,513Net Income 2019: $5,459,5612019Revenue 2021: $6,033,580Expenses 2021: $668,639Net Income 2021: $5,364,9412021Revenue 2022: $624,065Expenses 2022: $812,902Net Income 2022: -$188,8372022

Highlighted filing

2018

Revenue$259,144
Expenses$142,888
Net Income$116,256
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 2, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CIBC National Trust CompanyTrustee-$2,623-$2,623
AMY K SMITHManager-$0--
W SCOTT THOMPSONManager-$0--
Filing and Contact Details

Filer

Filer Name
Mart Foundation
EIN
81-3022126
Phone
6173579600
Address
100 FEDERAL ST 37TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
Aaron Shields
Title
Trustee
Phone
6173579600
Signed
2019-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Reliance Integrated Solutions LLC
Address
4900 W BROWN DEER RD, BROWN DEER, WI 53223
Preparer
David Willert
Phone
4148153717
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 FEDERAL ST 37TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CIBC National Trust Company
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173579600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0126500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Winston-Salem Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0751 W FOURTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WinstonSalem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0126500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt04340
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0126494
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0166207
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
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130834
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0161867
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0126494
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ALAN HALL REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine2Txt0ALAN HALL ASSOCIATES LLC GRANTOR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0ALAN HALL ASSOCIATES LLC GRANTOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ATLANTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030327
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0138225
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0923600
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc010,000 Shares of LOWES COS INC COM
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01056
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01056
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01694
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROC
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BARCLAYS ETN SELECT MLP ETN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07974
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07974
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES - INCOME (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES-PRIN (NON-DEDUCTI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01311
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11311
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03934
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13934
TaxesSchedule/TaxesDetail/Amt0529
TaxesSchedule/TaxesDetail/Amt1532
TaxesSchedule/TaxesDetail/Amt21066
TaxesSchedule/TaxesDetail/Amt392
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21066
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt392
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON SHIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06173579600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MART
ReturnHeader/Filer/EIN0813022126
ReturnHeader/Filer/PhoneNum06173579600
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 FEDERAL ST 37TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090E87460F77808A092CCA634A2D619667E83247B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId090E87460F77808A092CCA634A2D619667E83247B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.200.27.24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481248384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RELIANCE INTEGRATED SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 W BROWN DEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROWN DEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053223
ReturnHeader/PreparerPersonGrp/PhoneNum04148153717
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID WILLERT
ReturnHeader/ReturnTs02019-10-14T13:00:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,150,384
Liabilities
$0
Net assets
$3,150,384
Revenue
$259,144
Expenses
$142,888
Net income
$116,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.62$0.81$0.19
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$6.03$0.67$5.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.61$0.00$8.61$5.65$0.19$5.46
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.26$0.14$0.12