Civic Intelligence

The Iacocca Foundation

990PF • Fiscal year 2018 • EIN 95-7112614

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 22, 2019

867 Boylston Street 6th FloorBoston, MA 02116-3416

(617) 267-7747

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

100th percentile

134.76x

Higher debt load relative to revenue than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-13376%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$264,120

Up $21 (+0.0%) from 2017

Net Assets

Down

$261,290

Down $2,809 (-1.1%) from 2017

Liabilities

Up

$2,830

Up $2,830 from 2017

Revenue

Down

$21

Down $447 (-96%) from 2017

Expenses

Up

$2,830

Up $195 (+7.4%) from 2017

Net Income

Down

-$2,809

Down $642 (-30%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $112,568Liabilities 2010: $0Net Assets 2010: $112,5682010Assets 2011: $134,276Liabilities 2011: $0Net Assets 2011: $134,2762011Assets 2012: $172,653Liabilities 2012: $0Net Assets 2012: $172,6532012Assets 2013: $407,090Liabilities 2013: $684Net Assets 2013: $406,4062013Assets 2014: $245,341Liabilities 2014: $0Net Assets 2014: $245,3412014Assets 2015: $259,526Liabilities 2015: $146Net Assets 2015: $259,3802015Assets 2016: $266,266Liabilities 2016: $0Net Assets 2016: $266,2662016Assets 2017: $264,099Liabilities 2017: $0Net Assets 2017: $264,0992017Assets 2018: $264,120Liabilities 2018: $2,830Net Assets 2018: $261,2902018Assets 2019: $257,976Liabilities 2019: $0Net Assets 2019: $257,9762019Assets 2020: $257,941Liabilities 2020: $1,500Net Assets 2020: $256,4412020Assets 2021: $252,356Liabilities 2021: $4,863Net Assets 2021: $247,4932021Assets 2022: $247,458Liabilities 2022: $9,776Net Assets 2022: $237,6822022Assets 2023: $205,464Liabilities 2023: $172Net Assets 2023: $205,2922023Assets 2024: $189,672Liabilities 2024: $685Net Assets 2024: $188,9872024

Highlighted filing

2018

Assets$264,120
Liabilities$2,830
Net Assets$261,290

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $48,844Expenses 2010: $5,698Net Income 2010: $43,1462010Expenses 2011: $41,6932011Expenses 2012: $4,2402012Revenue 2013: $248,067Expenses 2013: $14,314Net Income 2013: $233,7532013Revenue 2014: $26,915Expenses 2014: $187,980Net Income 2014: -$161,0652014Revenue 2015: $20,356Expenses 2015: $6,317Net Income 2015: $14,0392015Revenue 2016: $10,269Expenses 2016: $3,383Net Income 2016: $6,8862016Revenue 2017: $468Expenses 2017: $2,635Net Income 2017: -$2,1672017Revenue 2018: $21Expenses 2018: $2,830Net Income 2018: -$2,8092018Revenue 2019: $31Expenses 2019: $2,710Net Income 2019: -$2,6792019Revenue 2020: $0Expenses 2020: $1,535Net Income 2020: -$1,5352020Revenue 2021: $0Expenses 2021: $8,948Net Income 2021: -$8,9482021Revenue 2022: $0Expenses 2022: $9,811Net Income 2022: -$9,8112022Revenue 2023: $5,192Expenses 2023: $37,582Net Income 2023: -$32,3902023Revenue 2024: $172Expenses 2024: $16,477Net Income 2024: -$16,3052024

Highlighted filing

2018

Revenue$21
Expenses$2,830
Net Income-$2,809
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 22, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN IACOCCA HENTZPresident-$0--
LOUIS LATAIFSecretary-$0--
KENNETH ANDERSONTrustee-$0--
LIA IACOCCA ASSADTrustee-$0--
DESMOND HEATHWOODTrustee-$0--
JOHN GERACETrustee-$0--
EDWARD BOUSATreasurer-$0--
SCOTT BLAIRTrustee-$0--
LEE A IACOCCAChairman-$0--
Filing and Contact Details

Filer

Filer Name
The Iacocca Foundation
EIN
95-7112614
Phone
6172677747
Address
867 BOYLSTON STREET 6TH FLOOR, BOSTON, MA 02116-3416

Signing Officer

Name
Kathryn Iacocca Hentz
Title
President
Phone
6172677747
Signed
2019-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Joyce Ripianzi CPA
Phone
5083669100
Raw XML Appendix339 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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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0ON AUG. 18, 2011 THE IACOCCA FD WAS PROVIDED A PRIVATE LETTER RULING FROM THE INTERNAL REVENUE SERVICE WHICH STATES THE IACOCCA FOUNDATION'S AGREEMENT WITH A HOSPITAL IS DEEMED TO BE A PROGRAM-RELATED INVESTMENT AS DEFINED BY SECTION 4944(C) OF THE IRC
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt034628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt034628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0187588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt014314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.133106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.010068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.012448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.022771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.570341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0260151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0261717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0262863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0252255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0328905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0286844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.665530
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02830
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02830
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02830
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0867 BOYLSTON STREET 6TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002116
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172677747
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0IACOCCAFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02830
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0160693
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010178
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0150515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0150515
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02830
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0150515
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0160693
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN IACOCCA HENTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06172677747
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE IACOCCA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IACO
ReturnHeader/Filer/EIN0957112614
ReturnHeader/Filer/PhoneNum06172677747
ReturnHeader/Filer/USAddress/AddressLine1Txt0867 BOYLSTON STREET 6TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021163416
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035315BD9857B7958785DC472297B80DA1754A913
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087AE54C884FF003181B05E7BF84F4C93A3EEF9A3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.70.31.102
ReturnHeader/FilingSecurityInformation/IPDt02019-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:20:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOYCE RIPIANZI CPA
ReturnHeader/ReturnTs02019-11-05T10:24:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.01$1.89$0.00$0.16$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.05$0.38$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.10$2.38$0.00$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.05$2.47$0.00$0.09$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.02$2.56$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.00$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.64$0.03$2.61$0.00$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.00$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.10$0.03$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.59$0.20$0.06$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.27$1.88$1.61
2013Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.06$2.48$0.14$2.34
2012Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.49$0.06$0.43