Civic Intelligence

Phoenix-Monadnock Charitable Foundation

990PF • Fiscal year 2021 • EIN 81-5104667

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 04, 2022

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

88th percentile

62%

Higher net margin than 88% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

51st percentile

8.1%

Faster asset growth than 51% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

45%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,045,345

Up $601,542 (+8.1%) from 2020

Net Assets

Up

$8,045,345

Up $601,542 (+8.1%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin88th percentile

Revenue

Up

$963,565

Up $297,926 (+45%) from 2020

Expenses

Up

$362,023

Up $84,885 (+31%) from 2020

Net Income

Up

$601,542

Up $213,041 (+55%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$8,045,345
Liabilities$1
Net Assets$8,045,345
Open 2021 Filing

Operations Trend

Revenue Growth71st 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

2021

Revenue$963,565
Expenses$362,023
Net Income$601,542
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 4, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN K OSTROFFTrusteePT$0--
EDWARD J ATTERTrusteePT$0--
HENRI L SANSTrusteePT$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
2022-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Singer & Lusardi
Address
370 MAIN ST SUITE 925, WORCESTER, MA 01608-1772
Preparer
Maryann Copeland
Phone
5087564657
Raw XML Appendix306 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012919
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0337081
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0471275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0350000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0458356
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0337081
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0110
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS FORM PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
TaxesSchedule/TaxesDetail/Amt09757
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/SignatureDt02022-03-04
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/PreparerPersonGrp/PreparerPersonNm0MARYANN COPELAND
ReturnHeader/ReturnTs02022-03-19T06:44:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSTROFF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,045,345
Liabilities
$1
Net assets
$8,045,345
Revenue
$963,565
Expenses
$362,023
Net income
$601,542
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