Civic Intelligence

The Charlesview Foundation

990PF • Fiscal year 2019 • EIN 83-2468501

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
50 Dunham Ridge Suite 3100Beverly, MA 01915

(781) 937-5332

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

99th percentile

801%

Faster asset growth than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

999%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,253,450

Up $2,003,459 (+801%) from 2018

Net Assets

$2,253,225

No earlier filing loaded for comparison.

Liabilities

Up

$225

Up $225 from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

Up

$2,746,974

Up $2,496,971 (+999%) from 2018

Expenses

Up

$10,525

Up $10,513 (+87608%) from 2018

Net Income

Up

$2,736,449

Up $2,486,458 (+995%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $249,991Liabilities 2018: $02018Assets 2019: $2,253,450Liabilities 2019: $225Net Assets 2019: $2,253,2252019Assets 2020: $2,231,365Liabilities 2020: $225Net Assets 2020: $2,231,1402020Assets 2021: $2,627,478Liabilities 2021: $225Net Assets 2021: $2,627,2532021Assets 2022: $4,024,925Liabilities 2022: $225Net Assets 2022: $4,024,7002022Assets 2023: $4,378,812Liabilities 2023: $225Net Assets 2023: $4,378,5872023Assets 2024: $6,504,193Liabilities 2024: $225Net Assets 2024: $6,503,9682024

Highlighted filing

2019

Assets$2,253,450
Liabilities$225
Net Assets$2,253,225
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $250,003Expenses 2018: $12Net Income 2018: $249,9912018Revenue 2019: $2,746,974Expenses 2019: $10,525Net Income 2019: $2,736,4492019Revenue 2020: $10,415Expenses 2020: $32,500Net Income 2020: -$22,0852020Revenue 2021: $2,402,771Expenses 2021: $109,635Net Income 2021: $2,293,1362021Revenue 2022: $990,005Expenses 2022: $191,777Net Income 2022: $798,2282022Revenue 2023: $1,058,551Expenses 2023: $289,706Net Income 2023: $768,8452023Revenue 2024: $2,306,355Expenses 2024: $140,895Net Income 2024: $2,165,4602024

Highlighted filing

2019

Revenue$2,746,974
Expenses$10,525
Net Income$2,736,449
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J ZAKTrustee-$0--
ROXANNE EIGENBROD ZAKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Charlesview Foundation
EIN
83-2468501
Phone
7819375332
Address
50 DUNHAM RIDGE SUITE 3100, BEVERLY, MA 01915

Signing Officer

Name
Michael J Zak
Title
Trustee
Phone
7819375332
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Dicicco Gulman & Company Llp
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
Laura K Barooshian
Phone
7819375300
Raw XML Appendix337 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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0956
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0956
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0956
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0956
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06544
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MICHAEL J ZAK
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1MICHAEL J ZAK
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt074 MUSTERFIELD ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt174 MUSTERFIELD ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CONCORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CONCORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001742
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd101742
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0701200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11299324
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01299324
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ISHARES S&P 500 (IVV)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0733215
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BUILT IN GAIN ON CONTRIBUTED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEDERAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0REIMBURSEMENT PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0225
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MICHAEL ZAK
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ROXANNE EIGENBROD ZAK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt074 MUSTERFIELD ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt174 MUSTERFIELD ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CONCORD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1CONCORD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd001742
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd101742
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1MA BALANCE DUE - MA ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1125
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J ZAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07819375332
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLESVIEW FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FAMILY OFFICE MANAGEMENT SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0832468501
ReturnHeader/Filer/PhoneNum07819375332
ReturnHeader/Filer/USAddress/AddressLine1Txt050 DUNHAM RIDGE SUITE 3100
ReturnHeader/Filer/USAddress/CityNm0BEVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001915
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0771815E50B87837D09B49DEA65F0B751611681A3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.19.124.123
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm002:12:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043296226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DICICCO GULMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 PRESIDENTIAL WAY SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819375300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA K BAROOSHIAN
ReturnHeader/ReturnTs02020-11-16T13:57:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,253,450
Liabilities
$225
Net assets
$2,253,225
Revenue
$2,746,974
Expenses
$10,525
Net income
$2,736,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$2.31$0.14$2.17
2023Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$1.06$0.29$0.77
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.99$0.19$0.80
2021Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$2.40$0.11$2.29
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$2.75$0.01$2.74
2018Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.00$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $1M-$5M nonprofits