Civic Intelligence

Carley Cunniff Peter S Dixon MD Foundation

990 • Fiscal year 2017 • EIN 90-0287855

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 01, 2018

Organization ProfileWWW.CUNNIFFDIXON.ORG
PO Box 800Essex, CT 06426

(860) 434-6476

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$63,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

50th percentile

3.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$612,249

Up $18,436 (+3.1%) from 2016

Net Assets

Up

$612,249

Up $18,436 (+3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin65th percentile

Revenue

Down

$182,399

Down $271,339 (-60%) from 2016

Expenses

Down

$163,963

Down $74,611 (-31%) from 2016

Net Income

Down

$18,436

Down $196,728 (-91%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $474,623Liabilities 2010: $0Net Assets 2010: $474,6232010Assets 2011: $304,299Liabilities 2011: $0Net Assets 2011: $304,2992011Assets 2012: $322,622Liabilities 2012: $0Net Assets 2012: $322,6222012Assets 2013: $306,526Liabilities 2013: $0Net Assets 2013: $306,5262013Assets 2014: $478,537Liabilities 2014: $0Net Assets 2014: $478,5372014Assets 2015: $378,649Net Assets 2015: $378,6492015Assets 2016: $593,813Liabilities 2016: $0Net Assets 2016: $593,8132016Assets 2017: $612,249Liabilities 2017: $0Net Assets 2017: $612,2492017Assets 2018: $515,190Liabilities 2018: $0Net Assets 2018: $515,1902018Assets 2019: $666,574Liabilities 2019: $0Net Assets 2019: $666,5742019Assets 2020: $648,739Liabilities 2020: $0Net Assets 2020: $648,7392020Assets 2021: $2,877,893Liabilities 2021: $0Net Assets 2021: $2,877,8932021Assets 2022: $3,000,564Liabilities 2022: $0Net Assets 2022: $3,000,5642022Assets 2023: $3,006,559Liabilities 2023: $0Net Assets 2023: $3,006,5592023Assets 2024: $2,906,118Liabilities 2024: $0Net Assets 2024: $2,906,1182024

Highlighted filing

2017

Assets$612,249
Liabilities$0
Net Assets$612,249
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $393,596Expenses 2010: $474,243Net Income 2010: -$80,6472010Revenue 2011: $219,092Expenses 2011: $389,416Net Income 2011: -$170,3242011Expenses 2012: $329,1152012Revenue 2013: $285,570Expenses 2013: $301,666Net Income 2013: -$16,0962013Revenue 2014: $309,169Expenses 2014: $137,158Net Income 2014: $172,0112014Revenue 2015: $191,518Expenses 2015: $291,406Net Income 2015: -$99,8882015Revenue 2016: $453,738Expenses 2016: $238,574Net Income 2016: $215,1642016Revenue 2017: $182,399Expenses 2017: $163,963Net Income 2017: $18,4362017Revenue 2018: $293,558Expenses 2018: $390,617Net Income 2018: -$97,0592018Revenue 2019: $361,145Expenses 2019: $209,761Net Income 2019: $151,3842019Revenue 2020: $216,279Expenses 2020: $234,114Net Income 2020: -$17,8352020Revenue 2021: $2,461,988Expenses 2021: $232,834Net Income 2021: $2,229,1542021Revenue 2022: $675,246Expenses 2022: $552,575Net Income 2022: $122,6712022Revenue 2023: $406,471Expenses 2023: $400,476Net Income 2023: $5,9952023Revenue 2024: $335,019Expenses 2024: $435,460Net Income 2024: -$100,4412024

Highlighted filing

2017

Revenue$182,399
Expenses$163,963
Net Income$18,436
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 1, 2018
Return Version
2017v2.2
Gross Receipts
$190,408
Mission and Program Overview

Mission

The foundation exists to improve the art of medicine and surgery for patients who are near or at the end of their lives. Their goal is to educate and inspire physicians and surgeons concerning their role in caring for patients that die from a prolonged illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$235,267$328,597▲ $93,330
Savings and Temporary Cash Investments$358,546$283,652▼ $74,894
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$593,813$612,249▲ $18,436
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$593,813$612,249▲ $18,436
Total Net Assets Fund Balance$593,813$612,249▲ $18,436
Total Liabilities and Net Assets / Fund Balance$593,813$612,249▲ $18,436
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Andrew PetersExecutive DirectorPT$63,000$63,000

Board Members and Trustees

NameTitle
Dr Elisabeth DellonTrustee
Dr Richard PayneTrustee
H Clark Harvey JrTrustee
John PritchardTrustee
Matthew a BaxterTrustee
Steve H Lockart Md Ph DTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$180,309
Program Service Revenue
$0
Investment Income
$2,090
Other Revenue
$0
All Other Contributions
$180,309
Change in Net Assets
$18,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,963
Salaries, Compensation, and Employee Benefits$58,000
Total Fundraising Expense$5,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,600$11,600$5,800$58,000
Other Expenses$26,886--$26,886
Travel$4,195--$4,195
Fees for Services Accounting-$3,500-$3,500
Total Functional Expenses$143,063$15,100$5,800$163,963
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's founding trustee will review the form 990 with the organization's independent accountant before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Carley Cunniff-peter S Dixon Md
EIN
90-0287855
Phone
8604346476
Address
PO BOX 800, ESSEX, CT 06426

Signing Officer

Name
Matthew a Baxter
Title
Trustee
Signed
2018-11-01
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Lewitz Balosie Wollack Rayner & Giroux LLC
Address
36 Elm St, Old Saybrook, CT 06475
Preparer
James a Rayner CPA
Phone
8603884451
Raw XML Appendix373 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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IRS990/Desc0PLANNING MY WAY-IS AN ADVANCED CARE PLANNING PROJECT OF THE FOUNDATION IN COLLABERATION WITH ROBERT PEARLMAN, MD, MPH AND MELISSA BOTRELL, MPH, PHD. IT WILL PROVIDE A FREE CONSUMER ORIENTED PRINT AND DIGITAL WORKBOOK EXPERIENCE THAT HELPS INDIVIDUALS AND FAMILIES THINK ABOUT, LEARN AND COMMUNICATE WHAT MATTERS TO THEM AS THEY CONTEMPLATE BOTH LEGAL AND SUPPORTING FUTURE HEALTH CARE DIRECTIVES. THE ADVANCE CARE PLANNING WORKSHEETS IN PLANNING MY WAY WILL HELP YOU REFINE AND PERSONALIZE YOUR INSTRUCTIONS TO GIVE YOUR FAMILY AND DOCTOR PEACE OF MIND THAT THEY ARE ABIDING BY YOUR DECISIONS WHEN THEY HAVE TO MAKE HARD DECISIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0awards program-IN PARTNERSHIP WITH THE HASTINGS CENTER, DESIGN, DEVELOP AND SPONSOR THE HASTINGS CENTER/CUNNIFF-DIXON PHYSICIAN AWARDS PROGRAM. UNDER THE PROGRAM cash awards are granted TO PHYSICIANS IN RECOGNITION OF CLINICAL CONTRIBUTIONS AND COMMITMENTS TO THE CAUSE OF END-OF-LIFE MEDICAL CARE. IN 2016, awards totaling $95,000 were distributed. THE AIM OF THE PROGRAM IS TO FOSTER THOSE PHYSICIAN'S SKILLS AND VIRTUES IN ADVANCING THE CENTRALITY OF END OF LIFE CARE AS A BASIC PART OF THE DOCTOR-PATIENT RELATIONSHIP AND INSPIRE OTHERS TO FOLLOW SUIT. OVER 150 MEDICAL PROFESSIONALS FROM AROUND THE COUNTRY WERE NOMINATED FOR this years AWARDS program. THE DUKE INSTITUTE ON CARE AT THE END OF LIFE HAS PLAYED A MAJOR ROLE IN THE NOMINATION AND SELECTION PROCESS OF This PROGRAM. local presentation ceremonies of the awards are done for public exposure and to create public awareness to our cause.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FOUNDING TRUSTEE WILL REVIEW THE FORM 990 WITH THE ORGANIZATION'S INDEPENDENT ACCOUNTANT BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW A BAXTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLEY CUNNIFF-PETER S DIXON MD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0900287855
ReturnHeader/Filer/PhoneNum08604346476
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 800
ReturnHeader/Filer/USAddress/CityNm0ESSEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006426
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061533072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lewitz Balosie Wollack Rayner & Giroux LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 Elm St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Old Saybrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006475
ReturnHeader/PreparerPersonGrp/PhoneNum08603884451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A RAYNER CPA
ReturnHeader/ReturnTs02018-11-01T09:29:59-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$612,249
Liabilities
$0
Net assets
$612,249
Revenue
$182,399
Expenses
$163,963
Net income
$18,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.00$2.91$0.34$0.44$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.41$0.40$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.68$0.55$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$2.46$0.23$2.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.22$0.23$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.36$0.21$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.29$0.39$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.18$0.16$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.45$0.24$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.19$0.29$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.31$0.14$0.17
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$0.29$0.30$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.33
2011Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.22$0.39$0.17
2010Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.39$0.47$0.08