Civic Intelligence

Simon B Gottlieb Charitable Foundation

990PF • Fiscal year 2021 • EIN 85-6164064

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 01, 2022

Organization Profile
76 Seattle StreetAllston, MA 02134

(617) 262-0691

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

100th percentile

244239200%

Faster asset growth than 100% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

105123900%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,442,393

Up $2,442,392 (+244239200%) from 2020

Net Assets

Up

$2,442,393

Up $2,442,393 from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

Up

$1,051,240

Up $1,051,239 (+105123900%) from 2020

Expenses

Up

$60

Up $60 from 2020

Net Income

Up

$1,051,180

Up $1,051,179 (+105117900%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $2,442,393Liabilities 2021: $1Net Assets 2021: $2,442,3932021Assets 2022: $1,939,028Liabilities 2022: $1Net Assets 2022: $1,939,0282022Assets 2023: $2,008,756Liabilities 2023: $1Net Assets 2023: $2,008,7562023Assets 2024: $1,676,120Liabilities 2024: $0Net Assets 2024: $1,676,1202024

Highlighted filing

2021

Assets$2,442,393
Liabilities$1
Net Assets$2,442,393
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $1,051,240Expenses 2021: $60Net Income 2021: $1,051,1802021Revenue 2022: $1,508,227Expenses 2022: $2,011,592Net Income 2022: -$503,3652022Revenue 2023: $1,096,089Expenses 2023: $1,026,361Net Income 2023: $69,7282023Revenue 2024: $539,649Expenses 2024: $872,285Net Income 2024: -$332,6362024

Highlighted filing

2021

Revenue$1,051,240
Expenses$60
Net Income$1,051,180
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SIMON B GOTTLIEBTrustee-$0--
SUZANNE L TOBINTrusteePT$0--
HOWARD S GORDONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Simon B Gottlieb Charitable Foundation
EIN
85-6164064
Phone
6172620691
Address
76 SEATTLE STREET, ALLSTON, MA 02134

Signing Officer

Name
Simon B Gottlieb
Title
Trustee
Phone
6172620691
Signed
2022-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Wald & Company Pc
Address
300 CONGRESS STREET UNIT 406, QUINCY, MA 02169
Preparer
Howard S Gordon
Phone
6174390600
Raw XML Appendix259 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 CONGRESS STREET UNIT 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06174390600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD S GORDON
ReturnHeader/ReturnTs02022-07-01T09:34:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SIMON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOTTLIEB
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,442,393
Liabilities
$1
Net assets
$2,442,393
Revenue
$1,051,240
Expenses
$60
Net income
$1,051,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.54$0.87$0.33
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.10$1.03$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$1.51$2.01$0.50
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$1.05$0.00$1.05
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00