Civic Intelligence

Sdm Foundation Inc.

990PF • Fiscal year 2020 • EIN 81-3817783

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 23, 2021

406 Main StreetMelrose, MA 02176

(781) 606-2621

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.09x

Higher debt load relative to assets than 53% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

1.82x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

11th percentile

-57%

Higher net margin than 11% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$137,016

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 44.3% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

10%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$6,091,024

Up $816,543 (+15%) from 2019

Net Assets

Up

$5,528,524

Up $254,043 (+4.8%) from 2019

Liabilities

Up

$562,500

Up $562,500 from 2019

Revenue

Up

$309,015

Up $28,868 (+10%) from 2019

Expenses

Up

$484,895

Up $40,384 (+9.1%) from 2019

Net Income

Down

-$175,880

Down $11,516 (-7.0%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $5,257,043Liabilities 2017: $0Net Assets 2017: $5,257,0432017Assets 2018: $4,766,394Liabilities 2018: $0Net Assets 2018: $4,766,3942018Assets 2019: $5,274,481Liabilities 2019: $0Net Assets 2019: $5,274,4812019Assets 2020: $6,091,024Liabilities 2020: $562,500Net Assets 2020: $5,528,5242020Assets 2021: $6,238,331Liabilities 2021: $549,599Net Assets 2021: $5,688,7322021Assets 2022: $4,816,415Liabilities 2022: $535,074Net Assets 2022: $4,281,3412022Assets 2023: $4,975,886Liabilities 2023: $520,026Net Assets 2023: $4,455,8602023Assets 2024: $5,008,306Liabilities 2024: $504,486Net Assets 2024: $4,503,8202024

Highlighted filing

2020

Assets$6,091,024
Liabilities$562,500
Net Assets$5,528,524

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $23,092Expenses 2017: $68,183Net Income 2017: -$45,0912017Revenue 2018: $210,778Expenses 2018: $424,962Net Income 2018: -$214,1842018Revenue 2019: $280,147Expenses 2019: $444,511Net Income 2019: -$164,3642019Revenue 2020: $309,015Expenses 2020: $484,895Net Income 2020: -$175,8802020Revenue 2021: $475,816Expenses 2021: $495,603Net Income 2021: -$19,7872021Revenue 2022: $211,395Expenses 2022: $466,613Net Income 2022: -$255,2182022Revenue 2023: $286,467Expenses 2023: $468,213Net Income 2023: -$181,7462023Revenue 2024: $505,126Expenses 2024: $470,217Net Income 2024: $34,9092024

Highlighted filing

2020

Revenue$309,015
Expenses$484,895
Net Income-$175,880
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 23, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN THORPPresident And TreasurerFT$137,016-$137,016
MARIANNE LONGDirector-$0--
SALLY STUBBSSecretary-$0--
PATRICIA MUXIEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sdm Foundation Inc
EIN
81-3817783
Phone
7816062621
Address
406 MAIN STREET, MELROSE, MA 02176

Signing Officer

Name
Kristin Thorp
Title
President
Phone
7816062621
Signed
2021-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Treeful Damaso Aniceto Inc
Address
105 CHESTNUT STREET SUITE 10, NEEDHAM, MA 02492
Preparer
Michael F Aniceto
Phone
7814493346
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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/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt01
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0409037

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