Civic Intelligence

The Charlesview Foundation

990PF • Fiscal year 2020 • EIN 83-2468501

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-212%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

-1.0%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,231,365

Down $22,085 (-1.0%) from 2019

Net Assets

Down

$2,231,140

Down $22,085 (-1.0%) from 2019

Liabilities

Flat

$225

Flat from 2019

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin4th percentile

Revenue

Down

$10,415

Down $2,736,559 (-100%) from 2019

Expenses

Up

$32,500

Up $21,975 (+209%) from 2019

Net Income

Down

-$22,085

Down $2,758,534 (-101%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$2,231,365
Liabilities$225
Net Assets$2,231,140
Open 2020 Filing

Operations Trend

Revenue Growth1st 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

2020

Revenue$10,415
Expenses$32,500
Net Income-$22,085
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
2021-11-15
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 Appendix297 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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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt061
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0225
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/Amt020000
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1MA BALANCE DUE - MA ATTORNEY GENERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1500
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J ZAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07819375332
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA K BAROOSHIAN
ReturnHeader/ReturnTs02021-11-15T14:12:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,231,365
Liabilities
$225
Net assets
$2,231,140
Revenue
$10,415
Expenses
$32,500
Net income
-$22,085
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