Civic Intelligence

Phoenix-Monadnock Charitable Foundation

990PF • Fiscal year 2022 • EIN 81-5104667

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

80th percentile

35%

Higher net margin than 80% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

61st percentile

3.2%

Faster asset growth than 61% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-24%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,303,326

Up $257,981 (+3.2%) from 2021

Net Assets

Up

$8,303,326

Up $257,981 (+3.2%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

Down

$735,597

Down $227,968 (-24%) from 2021

Expenses

Up

$477,616

Up $115,593 (+32%) from 2021

Net Income

Down

$257,981

Down $343,561 (-57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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: $0Net 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

2022

Assets$8,303,326
Liabilities$0
Net Assets$8,303,326
Open 2022 Filing

Operations Trend

Revenue Growth23rd 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

2022

Revenue$735,597
Expenses$477,616
Net Income$257,981
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
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
2023-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Singer & Lusardi Llp
Address
370 MAIN ST SUITE 925, WORCESTER, MA 01608-1772
Preparer
Maryann Copeland
Phone
5087564657
Raw XML Appendix308 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0649 JOHN FITCH HWY
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0434404
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
TaxesSchedule/TaxesDetail/Amt017538
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN K OSTROFF
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum05087564657
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ReturnHeader/ReturnTs02023-05-10T08:48:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSTROFF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,303,326
Liabilities
$0
Net assets
$8,303,326
Revenue
$735,597
Expenses
$477,616
Net income
$257,981
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