Civic Intelligence

Ann Theodore Foundation

990PF • Fiscal year 2020 • EIN 81-4558318

Dec 01, 2019 to Nov 30, 2020 • Filed on Mar 15, 2021

Organization Profile
60 State StreetBoston, MA 02109

(617) 742-6720

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

44th percentile

0.26x

Higher debt load relative to revenue than 44% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

5th percentile

-88%

Higher net margin than 5% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

19th percentile

-2.0%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

95%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$93,326,790

Down $1,870,723 (-2.0%) from 2019

Net Assets

Down

$92,555,152

Down $2,642,361 (-2.8%) from 2019

Liabilities

Up

$771,639

Up $771,638 (+77163800%) from 2019

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin5th percentile

Revenue

Up

$2,998,842

Up $1,457,243 (+95%) from 2019

Expenses

Up

$5,641,203

Up $217,795 (+4.0%) from 2019

Net Income

Up

-$2,642,361

Up $1,239,448 (+32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$100M$50M$0Assets 2019: $95,197,513Liabilities 2019: $1Net Assets 2019: $95,197,5132019Assets 2020: $93,326,790Liabilities 2020: $771,639Net Assets 2020: $92,555,1522020Assets 2021: $88,144,885Liabilities 2021: $1Net Assets 2021: $88,144,8852021Assets 2022: $83,925,262Liabilities 2022: $1Net Assets 2022: $83,925,2622022Assets 2023: $76,370,431Liabilities 2023: $1Net Assets 2023: $76,370,4312023Assets 2024: $73,632,557Liabilities 2024: $0Net Assets 2024: $73,632,5572024

Highlighted filing

2020

Assets$93,326,790
Liabilities$771,639
Net Assets$92,555,152
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2019: $1,541,599Expenses 2019: $5,423,408Net Income 2019: -$3,881,8092019Revenue 2020: $2,998,842Expenses 2020: $5,641,203Net Income 2020: -$2,642,3612020Revenue 2021: $2,427,494Expenses 2021: $6,837,761Net Income 2021: -$4,410,2672021Revenue 2022: $3,339,466Expenses 2022: $7,559,089Net Income 2022: -$4,219,6232022Revenue 2023: $1,771,010Expenses 2023: $9,325,841Net Income 2023: -$7,554,8312023Revenue 2024: $7,584,132Expenses 2024: $10,322,006Net Income 2024: -$2,737,8742024

Highlighted filing

2020

Revenue$2,998,842
Expenses$5,641,203
Net Income-$2,642,361
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Mar 15, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY NAUGHTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ann Theodore Foundation
EIN
81-4558318
In Care Of
% AMY NAUGHTON ESQ
Phone
6177426720
Address
60 STATE STREET, BOSTON, MA 02109

Signing Officer

Name
Amy Naughton
Title
Trustee
Phone
6177426720
Signed
2021-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Peck Associates Pc
Address
20 WALNUT STREET SUITE 210, WELLESLEY HILLS, MA 02481-2104
Preparer
Gary J Marini CPA
Phone
7812357517
Raw XML AppendixShowing 400 of 626 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DOUBLELINE TOTAL RETURN BD
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GUGGENHEIM TOTAL RETURN BD INS
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05281545
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05307257
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt025712
IRS990PF/DistributableAmountGrp/TotalTaxAmt025712
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt025712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt038182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt025712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt025712
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt063894
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt068257586
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05307257
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0106145140
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SCS CAPITAL MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1THE PHILANTHROPIC INITIATIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0888 BOYLSTON ST STE 1010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt175 ARLINGTON ST STE 710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AMY NAUGHTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0LOURIE CUTLER PC
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04843939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05074097
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0101604937
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.100595
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05184835
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05210547
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt025712
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05210547
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THIS A REFUND OF TAXES PAID ON NET INVESTMENT INCOME FROM THE IRS.
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt060 STATE STREET
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002109
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0AMY NAUGHTON ESQ
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177426720
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INTERESTED APPLICANTS WILL COMPLETE AN ONLINE APPLICATION AT HTTPS://WWW.GRANTINTERFACE.COM/HOME/LOGON?URLKEY=ANNTHEODORE applicants will submit the following materials: Financial aid award letter (if available) High school transcript College transcript for students who are already in college Essays Essay questions are located within the online application FAFSA Student Aid Report (SAR) This document will be approximately five pages long. You must submit the ENTIRE Timeline Scholarship applications due May 3, 2021 by 5:00 pm Interviews with finalists June 2021 Scholarships announced End of June 2021 Scholarship checks sent to colleges August 2021 SAR document.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ANN THEDORE FOUNDATION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O TPI 75 ARLINGTON ST STE 710
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002116
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0This program is designed to help residents in North Babylon and Roosevelt, New York and Manchester, New Hampshire. The program serves low-income and high school seniors and adults who have a desire and a plan to achieve a college degre and from whom financial support along with mentoring and aguidance will enable them to move ahead with their dreams fo attaining a college degree. If accepted into the program, students receive scholarships of up to $25,000 annually, for up to four years, plus individual mentoring and funding for enrichment opportunities.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Timeline Scholarship applications availalble FEBRUARY Scholarship applications due MAY 4 by 5:00 pm
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0421145
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt292500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13332000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15240000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16273000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1850000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1950000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP FURTHER EDUCATION FOR CHILDEN IN K THRU 12 GRADES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO HELP FURTHER EDUCATION FOR LOW-INCOME HIGH SCHOOL SENIORS AND ADULTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO HELP SUPPORT HELPING PEOPLE PURSUE EDUCATION AND GAINFUL EMPLOYMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FUND FUTURE DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO HELP SUPPORT EDUCATION AND JUSTICE FOR ALL YOUNG ADULTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO HELP FURTHER EDUCATION IN ADVANCED MATHHETICS EDUCATION FOR LOW-INCOME STUDENTS IN MIDDLE AND HIGH SCHOOL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO HELP PROVIDE STUDENTS WITH INSTRUMENTS, BOOKS AND INSTRUCTION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO INVEST IN THE FUTURE EDUCTION OF BLACK ENGINEERS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT THE PROGRAMS TO HELP FURTHER THE ORNGAIZATIONS MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO HELP SUPPORT THE MISSION OF REVERSING THE TREND OF DESTRUCTION TO THE OCEAN EVIRONMENTS AROUND THE WORLD.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO SUPPORT THE TRAINING PROGRAMS AND EVENTS OF THE LEAGUE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO SUPPORT THE EMPLOYMENT, TRAINING, AND MENTORSHIP OF YOUTH PARTICIPATING IN OUR THREE-TIERED YOUTH DEVELOPMENT PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO SUPPORT THE MISSION OF EMBRACING CHILDREN OF INCARCERATED PARENTS AND EMPOWER THEM TO BREAK THE CYCLE OF INVOLEMENT IN THE CRIMINAL JUSTICE SYSTESM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13TO SUPPORT UNDER-RESOURCED TEENS THE KEYS TO SELF-SUFFICENCY THROUGH PAID EMPLOYMENT IN ART AND DESIGN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14TO SUPPORT THE BENEFIT OF THE HUNGRY AND FOOD INSECURE ON LONG ISLAND AND PROVIDE HUMANITARIAN NEEDS OF THE COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15TO SUPPORT THE PROGRAMS AND SERVICES TO CREATE PATHWAYS OUT OF POVERTY AND STRENGTHEN FAMILIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16TO SUPPORT THE MISSION TO ADVANC CHILD, FAMILY AND COMMUNITY WELL-BEING ON LONG ISLAND AND BEYOND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17TO SUPPORT THE MISSION TO EMPOWER GILRS WITH TOOLS TO OVER COME ADVERSITY AND BUILD CONFIDENCE NEEDED TO FACE CURRENT AND FUTURE LIFE CHALLENGES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18TO SUPPORT THE FUNDS MISSION TO CHALLENGES AND HELPS AT-RISK NEW HAMPSHIRE BOYS TO BELIEVE IN THEMSELVES. find their best.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19TO SUPPORT THE PROGRAMS TO HELP YOUNG PEOPLE MANAGE LIFE-THREATENING DIAGNOSIS, INTSENSE MEDICAL TREATMENT AND/OR SERIOUS HEALTH ISSUES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ROOSEVELT UNION FREE SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANN THEODORE FOUNDATION SCHOLARSHIP FUND

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,326,790
Liabilities
$771,639
Net assets
$92,555,152
Revenue
$2,998,842
Expenses
$5,641,203
Net income
-$2,642,361
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$7.58$10.3$2.74
2023Detailed filing. Detailed filing data is available for this year.$76.4$0.00$76.4$1.77$9.33$7.55
2022Detailed filing. Detailed filing data is available for this year.$83.9$0.00$83.9$3.34$7.56$4.22
2021Detailed filing. Detailed filing data is available for this year.$88.1$0.00$88.1$2.43$6.84$4.41
2020Detailed filing. Detailed filing data is available for this year.$93.3$0.77$92.6$3.00$5.64$2.64
2019Detailed filing. Detailed filing data is available for this year.$95.2$0.00$95.2$1.54$5.42$3.88