Civic Intelligence

Richard and Barbara Borzilleri Family Fd

EIN 81-6415925 • Cumberland Foreside, ME

13 Stornoway RoadCumberland Foreside, ME 04110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

79th percentile

32%

Higher net margin than 79% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

81st percentile

47%

Faster revenue growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,935,310

Up $91,609 (+5.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$1,935,310

Up $91,609 (+5.0%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin79th percentile

Revenue

Down

$165,148

Down $68,269 (-29%) from 2023

Expenses

Up

$112,086

Up $97,140 (+650%) from 2023

Net Income

Down

$53,062

Down $165,409 (-76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2016: $1,612,539Liabilities 2016: $0Net Assets 2016: $1,612,5392016Assets 2017: $1,872,945Liabilities 2017: $0Net Assets 2017: $1,872,9452017Assets 2019: $2,006,092Liabilities 2019: $1Net Assets 2019: $2,006,0922019Assets 2020: $2,041,719Liabilities 2020: $1Net Assets 2020: $2,041,7192020Assets 2021: $2,138,858Liabilities 2021: $1Net Assets 2021: $2,138,8582021Assets 2022: $1,805,017Liabilities 2022: $1Net Assets 2022: $1,805,0172022Assets 2023: $1,843,701Liabilities 2023: $1Net Assets 2023: $1,843,7012023Assets 2024: $1,935,310Liabilities 2024: $0Net Assets 2024: $1,935,3102024

Highlighted filing

2024

Assets$1,935,310
Liabilities$0
Net Assets$1,935,310
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,616,549Expenses 2016: $4,010Net Income 2016: $1,612,5392016Revenue 2017: $356,171Expenses 2017: $104,580Net Income 2017: $251,5912017Revenue 2019: $42,896Expenses 2019: $116,598Net Income 2019: -$73,7022019Revenue 2020: $20,782Expenses 2020: $108,683Net Income 2020: -$87,9012020Revenue 2021: $51,884Expenses 2021: $18,161Net Income 2021: $33,7232021Revenue 2022: $102,230Expenses 2022: $15,771Net Income 2022: $86,4592022Revenue 2023: $233,417Expenses 2023: $14,946Net Income 2023: $218,4712023Revenue 2024: $165,148Expenses 2024: $112,086Net Income 2024: $53,0622024

Highlighted filing

2024

Revenue$165,148
Expenses$112,086
Net Income$53,062
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,935,310
Liabilities
$0
Net assets
$1,935,310
Revenue
$165,148
Expenses
$112,086
Net income
$53,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.17$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.23$0.01$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.10$0.02$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.05$0.02$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.04$0.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.36$0.10$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.62$0.00$1.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH ROWETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Richard and Barbara Borzilleri
EIN
81-6415925
Phone
2076320777
Address
13 STORNOWAY ROAD, CUMBERLAND FORESIDE, ME 04110

Signing Officer

Name
Elizabeth Rowe
Title
Trustee
Signed
2025-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Grottluker & Co
Address
2 INTERNATIONAL DR STE 140, PORTSMOUTH, NH 03801
Preparer
Debra E Grott
Phone
6037661968
Raw XML Appendix325 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/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORT OF CHARITABLE ORGANIZATIONS. IN 2024, THERE WAS 96,300 DONATED TO 7 DIFFERENT ORGANIZATIONS WITH VARIOUS CHARITABLE PURPOSES. SEE PART XIV FOR DETAILS.
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MORGAN STANLEY ADVISOR FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011576
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13165
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0RESIDEO TECHNOLOGIES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01045
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ROWE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD AND BARBARA BORZILLERI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FD
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0816415925
ReturnHeader/Filer/PhoneNum02076320777
ReturnHeader/Filer/USAddress/AddressLine1Txt013 STORNOWAY ROAD
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453636258
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROTTLUKER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 INTERNATIONAL DR STE 140
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA E GROTT
ReturnHeader/ReturnTs02025-08-25T15:02:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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