Civic Intelligence

Phoenix-Monadnock Charitable Foundation

990PF • Fiscal year 2023 • EIN 81-5104667

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

36%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,861,627

Up $558,301 (+6.7%) from 2022

Net Assets

Up

$8,861,627

Up $558,301 (+6.7%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin90th percentile

Revenue

Up

$1,001,614

Up $266,017 (+36%) from 2022

Expenses

Down

$443,313

Down $34,303 (-7.2%) from 2022

Net Income

Up

$558,301

Up $300,320 (+116%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2023

Assets$8,861,627
Liabilities$1
Net Assets$8,861,627
Open 2023 Filing

Operations Trend

Revenue Growth79th 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

2023

Revenue$1,001,614
Expenses$443,313
Net Income$558,301
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
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
2024-05-09
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 Appendix310 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/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0649 JOHN FITCH HWY
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0434404
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0434404
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0434765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0434404
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0434404
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS FORM PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
TaxesSchedule/TaxesDetail/Amt07053
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN K OSTROFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09786321301
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX-MONADNOCK CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
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ReturnHeader/Filer/PhoneNum09786321301
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ReturnHeader/Filer/USAddress/CityNm0LEOMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001453
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042138493
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINGER & LUSARDI LLP
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/ReturnTs02024-05-10T11:31:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OSTROFF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,861,627
Liabilities
$1
Net assets
$8,861,627
Revenue
$1,001,614
Expenses
$443,313
Net income
$558,301
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