Civic Intelligence

Ptrd Foundation Inc

990PF • Fiscal year 2023 • EIN 92-3646531

Apr 10, 2023 to Dec 31, 2023 • Filed on Oct 22, 2024

Organization Profile
26 Centre AvenueBelmont, MA 02478

(508) 758-7873

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.00x

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

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Net Margin

94th percentile

100%

Higher net margin than 94% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

$927,714

No earlier filing loaded for comparison.

Net Assets

$927,714

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin94th percentile

Revenue

$917,216

No earlier filing loaded for comparison.

Expenses

$175

No earlier filing loaded for comparison.

Net Income

$917,041

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2023: $927,714Liabilities 2023: $0Net Assets 2023: $927,7142023Assets 2024: $931,022Liabilities 2024: $0Net Assets 2024: $931,0222024

Highlighted filing

2023

Assets$927,714
Liabilities$0
Net Assets$927,714
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2023: $917,216Expenses 2023: $175Net Income 2023: $917,0412023Revenue 2024: $24,020Expenses 2024: $44,189Net Income 2024: -$20,1692024

Highlighted filing

2023

Revenue$917,216
Expenses$175
Net Income$917,041
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 10, 2023 to Dec 31, 2023
Signed
Oct 22, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOICE HIMAWANTreasurer/Director-$0--
JEFF HIMAWANPresident/Director-$0--
ADELA WEESecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Ptrd Foundation Inc
EIN
92-3646531
Phone
5087587873
Address
26 CENTRE AVENUE, BELMONT, MA 02478

Signing Officer

Name
Joice Himawan
Title
Treasurer
Phone
5087587873
Signed
2024-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1 HIGHWOOD DRIVE, TEWKSBURY, MA 01876
Preparer
Matthew Kalil CPA Mba
Phone
9785575300
Raw XML Appendix281 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JEFF HIMAWAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05221 NICE COURT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN JOSE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd095138
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOICE HIMAWAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05087587873
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTRD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PTRD
ReturnHeader/Filer/EIN0923646531
ReturnHeader/Filer/PhoneNum05087587873
ReturnHeader/Filer/USAddress/AddressLine1Txt026 CENTRE AVENUE
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 HIGHWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEWKSBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001876
ReturnHeader/PreparerPersonGrp/PhoneNum09785575300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW KALIL CPA MBA
ReturnHeader/ReturnTs02024-10-25T15:35:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-04-10
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$927,714
Liabilities
$0
Net assets
$927,714
Revenue
$917,216
Expenses
$175
Net income
$917,041
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.$9.31$0.00$9.31$0.24$0.44$0.20
2023Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$9.17$0.00$9.17