Civic Intelligence

Phoenix-Monadnock Charitable Foundation

990PF • Fiscal year 2020 • EIN 81-5104667

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

Organization Profile
57 Commonwealth CircleLeominster, MA 01453

(978) 632-1301

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

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

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

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

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

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

Asset Growth

55th percentile

5.5%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

2nd percentile

-90%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$7,443,803

Up $388,501 (+5.5%) from 2019

Net Assets

$7,443,803

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin90th percentile

Revenue

Down

$665,639

Down $6,333,498 (-90%) from 2019

Expenses

Up

$277,138

Up $271,153 (+4531%) from 2019

Net Income

Down

$388,501

Down $6,604,651 (-94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$10M$5.0M$0Assets 2019: $7,055,302Liabilities 2019: $02019Assets 2020: $7,443,803Liabilities 2020: $1Net Assets 2020: $7,443,8032020Assets 2021: $8,045,345Liabilities 2021: $1Net Assets 2021: $8,045,3452021Assets 2022: $8,303,326Liabilities 2022: $1Net Assets 2022: $8,303,3262022Assets 2023: $8,861,627Liabilities 2023: $1Net Assets 2023: $8,861,6272023Assets 2024: $9,444,487Liabilities 2024: $0Net Assets 2024: $9,444,4872024

Highlighted filing

2020

Assets$7,443,803
Liabilities$1
Net Assets$7,443,803
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2019: $6,999,137Expenses 2019: $5,985Net Income 2019: $6,993,1522019Revenue 2020: $665,639Expenses 2020: $277,138Net Income 2020: $388,5012020Revenue 2021: $963,565Expenses 2021: $362,023Net Income 2021: $601,5422021Revenue 2022: $735,597Expenses 2022: $477,616Net Income 2022: $257,9812022Revenue 2023: $1,001,614Expenses 2023: $443,313Net Income 2023: $558,3012023Revenue 2024: $1,037,047Expenses 2024: $454,187Net Income 2024: $582,8602024

Highlighted filing

2020

Revenue$665,639
Expenses$277,138
Net Income$388,501
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN K OSTROFFTrustee-$0--
EDWARD J ATTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phoenix-monadnock Charitable Foundation
EIN
81-5104667
Phone
9786321301
Address
57 COMMONWEALTH CIRCLE, LEOMINSTER, MA 01453

Signing Officer

Name
Steven K Ostroff
Title
Trustee
Phone
9786321301
Signed
2021-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Singer & Lusardi
Address
370 MAIN ST SUITE 925, WORCESTER, MA 01608-1772
Phone
5087564657
Raw XML Appendix295 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0256756
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0337081
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0234651
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt053
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS FORM PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
TaxesSchedule/TaxesDetail/Amt017736
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN K OSTROFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09786321301
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX-MONADNOCK CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0815104667
ReturnHeader/Filer/PhoneNum09786321301
ReturnHeader/Filer/USAddress/AddressLine1Txt057 COMMONWEALTH CIRCLE
ReturnHeader/Filer/USAddress/CityNm0LEOMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001453
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042138493
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINGER & LUSARDI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0370 MAIN ST SUITE 925
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0016081772
ReturnHeader/PreparerPersonGrp/PhoneNum05087564657
ReturnHeader/ReturnTs02021-04-28T11:22:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSTROFF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,443,803
Liabilities
$1
Net assets
$7,443,803
Revenue
$665,639
Expenses
$277,138
Net income
$388,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$1.04$0.45$0.58
2023Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$1.00$0.44$0.56
2022Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.74$0.48$0.26
2021Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.96$0.36$0.60
2020Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.67$0.28$0.39
2019Summary only. Only limited summary data is available for this year.$7.06$0.00$7.00$0.01$6.99