Civic Intelligence

Ponn Family Foundation Co Stephen Wilchins

EIN 01-0658230 • Wellesley, MA

20 William StreetWellesley, MA 02481-4110
Siviq Scores

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

Liabilities / Assets

69th percentile

0.06x

Higher debt load relative to assets than 69% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.88x

Higher debt load relative to revenue than 92% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

8th percentile

-70%

Higher net margin than 8% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

27th percentile

-4.6%

Faster asset growth than 27% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

98%

Faster revenue growth than 88% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$703,883

Down $33,939 (-4.6%) from 2023

Liabilities

Flat

$42,880

Flat from 2023

Net Assets

Down

$661,003

Down $33,939 (-4.9%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin8th percentile

Revenue

Up

$48,519

Up $24,058 (+98%) from 2023

Expenses

Down

$82,458

Down $4,703 (-5.4%) from 2023

Net Income

Up

-$33,939

Up $28,761 (+46%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$1.0M$500K$0Assets 2011: $945,752Liabilities 2011: $34,4702011Assets 2012: $910,956Liabilities 2012: $34,4702012Assets 2013: $944,293Liabilities 2013: $34,470Net Assets 2013: $909,8232013Assets 2014: $904,564Liabilities 2014: $54,582Net Assets 2014: $849,9822014Assets 2015: $886,053Liabilities 2015: $53,620Net Assets 2015: $832,4332015Assets 2016: $804,220Liabilities 2016: $51,358Net Assets 2016: $752,8622016Assets 2017: $763,613Liabilities 2017: $47,250Net Assets 2017: $716,3632017Assets 2018: $852,771Liabilities 2018: $32,365Net Assets 2018: $820,4062018Assets 2021: $830,576Liabilities 2021: $41,978Net Assets 2021: $788,5982021Assets 2023: $737,822Liabilities 2023: $42,880Net Assets 2023: $694,9422023Assets 2024: $703,883Liabilities 2024: $42,880Net Assets 2024: $661,0032024

Highlighted filing

2024

Assets$703,883
Liabilities$42,880
Net Assets$661,003
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2011: $41,893Expenses 2011: $57,293Net Income 2011: -$15,4002011Revenue 2012: $54,900Expenses 2012: $88,243Net Income 2012: -$33,3432012Revenue 2013: $89,076Expenses 2013: $55,383Net Income 2013: $33,6932013Revenue 2014: $5,959Expenses 2014: $65,340Net Income 2014: -$59,3812014Revenue 2015: $49,869Expenses 2015: $67,419Net Income 2015: -$17,5502015Revenue 2016: $12,867Expenses 2016: $93,360Net Income 2016: -$80,4932016Revenue 2017: $41,360Expenses 2017: $79,101Net Income 2017: -$37,7412017Revenue 2018: $160,637Expenses 2018: $61,594Net Income 2018: $99,0432018Revenue 2021: $118,221Expenses 2021: $86,711Net Income 2021: $31,5102021Revenue 2023: $24,461Expenses 2023: $87,161Net Income 2023: -$62,7002023Revenue 2024: $48,519Expenses 2024: $82,458Net Income 2024: -$33,9392024

Highlighted filing

2024

Revenue$48,519
Expenses$82,458
Net Income-$33,939
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$703,883
Liabilities
$42,880
Net assets
$661,003
Revenue
$48,519
Expenses
$82,458
Net income
-$33,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.04$0.43$6.61$0.49$0.82$0.34
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.43$6.95$0.24$0.87$0.63
2021Detailed filing. Detailed filing data is available for this year.$8.31$0.42$7.89$1.18$0.87$0.32
2018Detailed filing. Detailed filing data is available for this year.$8.53$0.32$8.20$1.61$0.62$0.99
2017Detailed filing. Detailed filing data is available for this year.$7.64$0.47$7.16$0.41$0.79$0.38
2016Detailed filing. Detailed filing data is available for this year.$8.04$0.51$7.53$0.13$0.93$0.80
2015Detailed filing. Detailed filing data is available for this year.$8.86$0.54$8.32$0.50$0.67$0.18
2014Detailed filing. Detailed filing data is available for this year.$9.05$0.55$8.50$0.06$0.65$0.59
2013Detailed filing. Detailed filing data is available for this year.$9.44$0.34$9.10$0.89$0.55$0.34
2012Summary only. Only limited summary data is available for this year.$9.11$0.34$0.55$0.88$0.33
2011Summary only. Only limited summary data is available for this year.$9.46$0.34$0.42$0.57$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY PONNTrustee-$0--
STEPHEN WILCHINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ponn Family Foundation
EIN
01-0658230
Phone
7812355500
Address
20 WILLIAM STREET, WELLESLEY, MA 02481-4110

Signing Officer

Name
Stephen Wilchins
Title
Trustee
Phone
7812355500
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Kauffman & Davis Pc
Address
50 CONGRESS ST SUITE 330, BOSTON, MA 02109
Preparer
Philip J Davis CPA
Phone
6177426555
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055337
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTEDUNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY INVESTMENTS CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055337
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/AppliedToCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt054337
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055337
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034148
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt054337
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04661
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02331
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018110
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt042880
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO PONN CHARITABLE TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt042880
TaxesSchedule/TaxesDetail/Amt0850
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0850
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN WILCHINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812355500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PONN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STEPHEN WILCHINS
ReturnHeader/Filer/BusinessNameControlTxt0PONN
ReturnHeader/Filer/EIN0010658230
ReturnHeader/Filer/PhoneNum07812355500
ReturnHeader/Filer/USAddress/AddressLine1Txt020 WILLIAM STREET
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024814110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042759944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFFMAN & DAVIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 CONGRESS ST SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177426555
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP J DAVIS CPA
ReturnHeader/ReturnTs02025-05-16T11:04:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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