Civic Intelligence

Bw Research Foundation Inc

EIN 86-1194861 • 501(c)3 • Wrentham, MA

990-N CoverageNTEE V22

Profile

To provide low cost research to the public and charities regarding economic and workforce mobility.

685 South StreetWrentham, MA 02093

institute for applied economic advancement

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

NTEE V • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$20,713

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

NTEE V • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-66%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$11,060

Down $21,002 (-66%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$43,122

Up $11,060 (+34%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin61st percentile

Revenue

Down

$132,007

Down $80,994 (-38%) from 2022

Expenses

Down

$120,947

Down $64,181 (-35%) from 2022

Net Income

Down

$11,060

Down $16,813 (-60%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2022: $32,062Liabilities 2022: $0Net Assets 2022: $32,0622022Assets 2023: $11,060Liabilities 2023: $0Net Assets 2023: $43,1222023

Highlighted filing

2023

Assets$11,060
Liabilities$0
Net Assets$43,122
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2022: $213,001Expenses 2022: $185,128Net Income 2022: $27,8732022Revenue 2023: $132,007Expenses 2023: $120,947Net Income 2023: $11,0602023

Highlighted filing

2023

Revenue$132,007
Expenses$120,947
Net Income$11,060
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,060
Liabilities
$0
Net assets
$43,122
Revenue
$132,007
Expenses
$120,947
Net income
$11,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.43$1.32$1.21$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$2.13$1.85$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 8, 2024
Return Version
2023v5.0
Gross Receipts
$132,007
Mission and Program Overview

Mission

To provide low cost research to the public and charities regarding economic and workforce mobility.

To provide public research services and grant support to existing nonprofits for economic and workforce issues.

Program Services

DescriptionGrantsExpenses
Produced year end achievement summary and evaluation of services-$34,028
Provided educational services$5,000-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip JordanExecutive DirectorPT$0$20,713$20,713
Filing and Contact Details

Filer

Filer Name
Bw Research Foundation Inc
EIN
86-1194861
Phone
8579190774
Address
685 SOUTH STREET, WRENTHAM, MA 02093

Signing Officer

Name
Philip Jordan
Title
Executive Director
Phone
8579190774
Signed
2024-07-08
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Grants to registered 501c3 organizations”

Raw XML Appendix163 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08579190774
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0685 South Street
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Unit G
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wrentham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002093
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032062
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt011060
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt065599
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032062
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010625
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0132007
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011060
IRS990EZ/OccupancyRentUtltsAndMaintAmt03771
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt020713
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Philip Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt020239
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide public research services and grant support to existing nonprofits for economic and workforce issues.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt0132007
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Produced year end achievement summary and evaluation of services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided educational services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034028
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020713
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0120947
IRS990EZ/TotalProgramServiceExpensesAmt034028
IRS990EZ/TotalRevenueAmt0132007
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0132008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0132008
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants to registered 501c3 organizations
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
ReasonableCauseExplanation/ExplanationTxt0Filed a timely extension
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip Jordan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08579190774
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BW RESEARCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BWRE
ReturnHeader/Filer/EIN0861194861
ReturnHeader/Filer/PhoneNum08579190774
ReturnHeader/Filer/USAddress/AddressLine1Txt0685 SOUTH STREET
ReturnHeader/Filer/USAddress/CityNm0WRENTHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002093
ReturnHeader/ReturnTs02024-07-08T21:08:48Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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