Civic Intelligence

Talman Charitable Foundation

990PF • Fiscal year 2020 • EIN 82-3855758

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 22, 2021

Organization Profile
24 Drury LaneWorcester, MA 01609-1644

(508) 752-7232

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

119%

Faster asset growth than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-66%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$29,955

Up $16,304 (+119%) from 2019

Net Assets

$29,955

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin79th percentile

Revenue

Down

$53,388

Down $103,689 (-66%) from 2019

Expenses

Down

$37,084

Down $119,875 (-76%) from 2019

Net Income

Up

$16,304

Up $16,186 (+13717%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$30K$20K$10K$0Assets 2019: $13,651Liabilities 2019: $02019Assets 2020: $29,955Liabilities 2020: $1Net Assets 2020: $29,9552020Assets 2021: $11,003Liabilities 2021: $1Net Assets 2021: $11,0032021Assets 2022: $11,093Liabilities 2022: $1Net Assets 2022: $11,0932022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$29,955
Liabilities$1
Net Assets$29,955
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $157,077Expenses 2019: $156,959Net Income 2019: $1182019Revenue 2020: $53,388Expenses 2020: $37,084Net Income 2020: $16,3042020Revenue 2021: $53,094Expenses 2021: $72,046Net Income 2021: -$18,9522021Revenue 2022: $125Expenses 2022: $35Net Income 2022: $902022Revenue 2023: $0Expenses 2023: $11,093Net Income 2023: -$11,0932023

Highlighted filing

2020

Revenue$53,388
Expenses$37,084
Net Income$16,304
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID TALMANTrustee-$0--
DONNA H TALMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Talman Family Foundation
EIN
82-3855758
Phone
5087527232
Address
24 DRURY LANE, WORCESTER, MA 01609-1644

Signing Officer

Name
David Talman
Title
Trustee
Phone
5087527232
Signed
2021-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Singer & Lusardi
Address
370 MAIN ST SUITE 925, WORCESTER, MA 01608-1772
Preparer
Paul a Devico
Phone
5087564657
Raw XML Appendix362 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/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ALLOWING STUDENTS, FACULTY AND THE ENTIRE CLARK COMMUNITY TO EXPERIENCE THE UNIVERSITY'S UNIQUE ACADEMIC APROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FACULTY OF ARTS & SCIENCES FOR THE GENERAL SUPPORT FOR STEM CELL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MEMBERSHIP APPEAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH FEDERATION OF CENTRAL MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HARVARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TUFTS UNIVERSITY SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4JEWISH HEALTHCARE CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0950 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1633 SALISBURY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2124 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3145 HARRISON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4629 SALISBURY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WORCESTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302111
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033650
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02973
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0153914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0199450
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0153914
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014859
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030677
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0199450
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0168773
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID TALMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt024 DRURY LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WORCESTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0016091644
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0970
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt032070
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0130 SHARES OF ROCKWELL AUTOMATION INC COM
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID A TALMAN
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1DONNA H TALMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt024 DRURY LN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt124 DRURY LN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WORCESTER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1WORCESTER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd001609
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd101609
TaxesSchedule/TaxesDetail/Amt0146
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATE
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/PersonNm0DAVID TALMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087527232
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TALMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TALM
ReturnHeader/Filer/EIN0823855758
ReturnHeader/Filer/PhoneNum05087527232
ReturnHeader/Filer/USAddress/AddressLine1Txt024 DRURY LANE
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0016091644
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/PreparerPersonNm0PAUL A DEVICO
ReturnHeader/ReturnTs02021-06-22T09:12:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TALMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$29,955
Liabilities
$1
Net assets
$29,955
Revenue
$53,388
Expenses
$37,084
Net income
$16,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.11$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.53$0.72$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.53$0.37$0.16
2019Summary only. Only limited summary data is available for this year.$0.14$0.00$1.57$1.57$0.00