Civic Intelligence

Louisburg Foundation

990PF • Fiscal year 2020 • EIN 83-2718321

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
7 Water Street Attn Daniel ArditoBoston, MA 02109

(617) 646-7400

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

95th percentile

82%

Higher net margin than 95% 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

91st percentile

63%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

24th percentile

-23%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,724,234

Up $1,439,079 (+63%) from 2019

Net Assets

Up

$3,724,234

Up $1,439,079 (+63%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Down

$1,762,940

Down $532,492 (-23%) from 2019

Expenses

Up

$323,861

Up $313,584 (+3051%) from 2019

Net Income

Down

$1,439,079

Down $846,076 (-37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$30M$20M$10M$0Assets 2019: $2,285,155Liabilities 2019: $0Net Assets 2019: $2,285,1552019Assets 2020: $3,724,234Liabilities 2020: $0Net Assets 2020: $3,724,2342020Assets 2021: $6,949,251Liabilities 2021: $0Net Assets 2021: $6,949,2512021Assets 2022: $7,136,865Liabilities 2022: $0Net Assets 2022: $7,136,8652022Assets 2023: $7,647,410Liabilities 2023: $12023Assets 2024: $29,688,291Liabilities 2024: $0Net Assets 2024: $29,688,2912024

Highlighted filing

2020

Assets$3,724,234
Liabilities$0
Net Assets$3,724,234
Open 2020 Filing

Operations Trend

Revenue Growth24th percentile

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

$30M$20M$10M$0Revenue 2019: $2,295,432Expenses 2019: $10,277Net Income 2019: $2,285,1552019Revenue 2020: $1,762,940Expenses 2020: $323,861Net Income 2020: $1,439,0792020Revenue 2021: $7,081,293Expenses 2021: $511,974Net Income 2021: $6,569,3192021Revenue 2022: $826,309Expenses 2022: $638,099Net Income 2022: $188,2102022Revenue 2023: $12,784,711Expenses 2023: $493,249Net Income 2023: $12,291,4622023Revenue 2024: $28,920,112Expenses 2024: $735,575Net Income 2024: $28,184,5372024

Highlighted filing

2020

Revenue$1,762,940
Expenses$323,861
Net Income$1,439,079
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH L JOHNSONTrustee And President-$0--
MELANIE SOMMERVice President And Secreta-$0--
DANIEL ARDITOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Louisburg Foundation
EIN
83-2718321
Phone
6176467400
Address
7 WATER STREET ATTN DANIEL ARDITO, BOSTON, MA 02109

Signing Officer

Name
Elizabeth L Johnson
Title
President
Phone
6176467400
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan & Worcester Llp
Address
ONE POST OFFICE SQUARE, BOSTON, MA 02109
Preparer
John Graham
Phone
6173382800
Raw XML Appendix335 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010869
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0313327
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0500221
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0324196
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0313327
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ELIZABETH L JOHNSON
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07 WATER STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002109
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01570000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0938
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0938
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0658
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1665
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0658
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1665
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32500
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH L JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06176467400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUISBURG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0832718321
ReturnHeader/Filer/PhoneNum06176467400
ReturnHeader/Filer/USAddress/AddressLine1Txt07 WATER STREET ATTN DANIEL ARDITO
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042387531
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN & WORCESTER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE POST OFFICE SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06173382800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN GRAHAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T16:08:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
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
$3,724,234
Liabilities
$0
Net assets
$3,724,234
Revenue
$1,762,940
Expenses
$323,861
Net income
$1,439,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$28.9$0.74$28.2
2023Summary only. Only limited summary data is available for this year.$7.65$0.00$12.8$0.49$12.3
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.14$0.00$7.14$0.83$0.64$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$7.08$0.51$6.57
2020Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$1.76$0.32$1.44
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$2.30$0.01$2.29