Civic Intelligence

Advisors Charitable Gift Fund Inc.

990 • Fiscal year 2022 • EIN 01-0782573

Nov 01, 2021 to Oct 31, 2022 • Filed on Mar 02, 2023

12 Gill Street 2600Woburn, MA 01801-1729

(781) 970-5077

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

6th percentile

-43%

Higher net margin than 6% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

9th percentile

$2,500

Higher top officer pay than 9% of similar nonprofits.

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

2nd percentile

-30%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-31%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Down

$25,560,118

Down $11,214,014 (-30%) from 2021

Net Assets

Down

$25,548,557

Down $11,210,854 (-30%) from 2021

Liabilities

Down

$11,561

Down $3,160 (-21%) from 2021

Revenue

Down

$6,290,034

Down $2,884,789 (-31%) from 2021

Expenses

Down

$8,982,680

Down $1,600,371 (-15%) from 2021

Net Income

Down

-$2,692,646

Down $1,284,418 (-91%) from 2021

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $4,374,129Liabilities 2011: $12,373Net Assets 2011: $4,361,7562011Assets 2012: $5,688,524Liabilities 2012: $14,839Net Assets 2012: $5,673,6852012Assets 2013: $7,640,473Liabilities 2013: $43,323Net Assets 2013: $7,597,1502013Assets 2014: $7,951,195Liabilities 2014: $10,284Net Assets 2014: $7,940,9112014Assets 2015: $9,976,354Liabilities 2015: $9,533Net Assets 2015: $9,966,8212015Assets 2016: $20,010,213Liabilities 2016: $11,621Net Assets 2016: $19,998,5922016Assets 2017: $31,000,606Liabilities 2017: $2,636Net Assets 2017: $30,997,9702017Assets 2018: $29,699,415Liabilities 2018: $15,266Net Assets 2018: $29,684,1492018Assets 2019: $30,575,630Liabilities 2019: $15,363Net Assets 2019: $30,560,2672019Assets 2020: $32,805,217Liabilities 2020: $15,978Net Assets 2020: $32,789,2392020Assets 2021: $36,774,132Liabilities 2021: $14,721Net Assets 2021: $36,759,4112021Assets 2022: $25,560,118Liabilities 2022: $11,561Net Assets 2022: $25,548,5572022Assets 2023: $22,766,067Liabilities 2023: $23,630Net Assets 2023: $22,742,4372023Assets 2024: $27,413,364Liabilities 2024: $18,222Net Assets 2024: $27,395,1422024

Highlighted filing

2022

Assets$25,560,118
Liabilities$11,561
Net Assets$25,548,557

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,655,795Expenses 2011: $1,138,007Net Income 2011: $517,7882011Revenue 2012: $3,043,661Expenses 2012: $2,155,318Net Income 2012: $888,3432012Revenue 2013: $2,393,423Expenses 2013: $1,003,571Net Income 2013: $1,389,8522013Revenue 2014: $1,447,129Expenses 2014: $1,313,378Net Income 2014: $133,7512014Revenue 2015: $5,035,454Expenses 2015: $1,999,080Net Income 2015: $3,036,3742015Revenue 2016: $13,361,199Expenses 2016: $3,510,711Net Income 2016: $9,850,4882016Revenue 2017: $15,914,050Expenses 2017: $7,179,646Net Income 2017: $8,734,4042017Revenue 2018: $7,982,537Expenses 2018: $7,881,173Net Income 2018: $101,3642018Revenue 2019: $6,281,296Expenses 2019: $6,936,321Net Income 2019: -$655,0252019Revenue 2020: $8,696,195Expenses 2020: $6,610,821Net Income 2020: $2,085,3742020Revenue 2021: $9,174,823Expenses 2021: $10,583,051Net Income 2021: -$1,408,2282021Revenue 2022: $6,290,034Expenses 2022: $8,982,680Net Income 2022: -$2,692,6462022Revenue 2023: $3,358,988Expenses 2023: $6,285,928Net Income 2023: -$2,926,9402023Revenue 2024: $3,537,730Expenses 2024: $3,650,519Net Income 2024: -$112,7892024

Highlighted filing

2022

Revenue$6,290,034
Expenses$8,982,680
Net Income-$2,692,646
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Mar 2, 2023
Return Version
2021v4.2
Gross Receipts
$14,047,769
Mission and Program Overview

Mission

To promote charitable giving.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$36,599,268$25,452,419▼ $11,146,849
Savings and Temporary Cash Investments$174,201$103,844▼ $70,357
Prepaid Expenses and Deferred Charges-$3,537-
Cash and Non-Interest-Bearing Accounts$663$318▼ $345
Total Assets$36,774,132$25,560,118▼ $11,214,014
Liabilities
Accounts Payable and Accrued Expenses$14,721$11,561▼ $3,160
Total Liabilities$14,721$11,561▼ $3,160
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,759,411$25,548,557▼ $11,210,854
Total Net Assets Fund Balance$36,759,411$25,548,557▼ $11,210,854
Total Liabilities and Net Assets / Fund Balance$36,774,132$25,560,118▼ $11,214,014
Compensation and Service Providers

Employees

NameTitleBaseTotal
David A St YvesDirector$2,500$2,500
Dr Diane Cooksey KesslerChairperson$2,500$2,500
Joseph GibbonsDirector$2,500$2,500
Mark O'ConnellTreasurer$2,000$2,000
William Hogan JrDirector$2,000$2,000
Kenneth G Y GrantDirector$1,500$1,500
Ronald D DeanVice Chairman$1,500$1,500

Board Members and Trustees

NameTitle
Christopher HulsePresident
Thomas Forese JrDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Northeast Retirement Services LLCDonor Accounting12 Gill Street Suite 2600, Woburn, MA 01801$153,859
Revenue and Support

Revenue Composition

Contributions and Grants
$3,865,610
Program Service Revenue
$207,205
Investment Income
$2,217,219
Other Revenue
$0
All Other Contributions
$3,865,610
Change in Net Assets
$-2,692,646

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded38$1,183,514Fair Market Value (FMV)
Total Noncash Contributions38$1,183,514-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,067,918
Revenue Not Reported on Financial Statements
$222,116
Revenue Not Reported on Form 990
$-8,518,208
Total Revenue per Audited Statements
$-2,450,290
Total Revenue per Form 990
$6,290,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,592,244
Other Expenses$374,936
Salaries, Compensation, and Employee Benefits$15,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,592,244--$8,592,244
Fees for Services Management-$128,600-$128,600
Fees for Service Investment Mgmnt Fees-$25,828-$25,828
Current Officers, Directors, Trustees, and Key Employees-$15,500-$15,500
Fees for Services Accounting-$11,192-$11,192
Other Expenses-$5,106-$5,106
Insurance-$3,858-$3,858
Information Technology-$3,200-$3,200
Fees for Services Legal-$2,146-$2,146
Office Expenses-$1,865-$1,865
Total Functional Expenses$8,592,244$390,436$0$8,982,680

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,982,680
Expenses per Audited Statements$8,760,564
Total Expenses per Audited Statements$8,760,564
Expenses Not Reported on Financial Statements$222,116
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Renaissance Charitable Foundation IncIndianapolis, IN501(c)(3)General Support$3,471,136
Fidelity Investments Charitable Gift FundCincinnati, OH501(c)(3)General Support$848,789
Bank of America Charitable Gift FundBoston, MA501(c)(3)General Support$269,178
Portland Youth Philharmonic AssociationPortland, OR501(c)(3)General Support$260,000
Scholarship AmericaDetroit, MI501(c)(3)General Support$96,334
Doylestown Health FoundationDoylestown, PA501(c)(3)General Support$90,000
University of Louisville Foundation IncLouisville, KY501(c)(3)General Support$78,000
Minnesota Teen Challenge IncMinneapolis, MN501(c)(3)General Support$70,000
Vanguard CharitableWarwick, RI501(c)(3)General Support$65,889
Granger Community ChurchGranger, IN501(c)(3)General Support$60,000
Jeremiah ProgramMinneapolis, MN501(c)(3)General Support$60,000
Pancreatic Cancer Action Network IncManhattan Beach, CA501(c)(3)General Support$60,000
Rockpoint ChurchLake Elmo, MN501(c)(3)General Support$55,000
Doctors Without BordersHagerstown, MD501(c)(3)General Support$54,065
Focus on the FamilyColorado Springs, CO501(c)(3)General Support$51,800
Animal Legal Defense FundCotati, CA501(c)(3)General Support$50,000
City of La CrescentLa Crescent, MNCity of La CrescentGeneral Support$50,000
Leukemia & Lymphoma SocietyNew York, NY501(c)(3)General Support$50,000
Unity Christian High SchoolOrange City, IA501(c)(3)General Support$46,280
Lake Forest ChurchHuntersville, NC501(c)(3)General Support$42,000
Emerywood Baptist ChurchHigh Point, NC501(c)(3)General Support$41,000
AYA Youth CollectiveGrand Rapids, MI501(c)(3)General Support$40,000
Central Fund of IsraelCedarhurst, NY501(c)(3)General Support$40,000
Trinity Lutheran ChurchEnumclaw, WA501(c)(3)General Support$36,000
Boys and Girls Club of the Rogue ValleyGrant Pass, OR501(c)(3)General Support$35,000
Colorado Animal Rescue Express (CARE)Englewood, CO501(c)(3)General Support$35,000
New City KidsGrand Rapids, MI501(c)(3)General Support$35,000
Calvary Chapel Of SanteeSantee, CA501(c)(3)General Support$32,000
Fellowship of Catholic University StudentsGolden, CO501(c)(3)General Support$26,250
The Church of Jesus Christ of Latter-day SaintsSalt Lake City, UT501(c)(3)General Support$26,100
New Hope Evangelical Free ChurchOrange City, IA501(c)(3)General Support$25,889
Alpha Tau Omega FoundationIndianapolis, IN501(c)(3)General Support$25,000
Bethany Beach TabernacleSawyer, MI501(c)(3)General Support$25,000
Center for Biological DiversityTucson, AZ501(c)(3)General Support$25,000
Josephine County Library Foundation IncGrants Pass, OR501(c)(3)General Support$25,000
Monte Vista Presbyterian ChurchNewbury Park, CA501(c)(3)General Support$25,000
Shirley Ryan Ability LABChicago, IL501(c)(3)General Support$24,784
Maranatha ChapelSan Diego, CA501(c)(3)General Support$24,000
Evangelical Free Church of AmericaMinneapolis, MN501(c)(3)General Support$23,000
Roman Catholic Bishop of San JoseSan Jose, CA501(c)(3)General Support$23,000
CruOrlando, FL501(c)(3)General Support$22,850
The Lawrenceville SchoolLawrenceville, NJ501(c)(3)General Support$22,500
United Way of Greater High PointHigh Point, NC501(c)(3)General Support$22,000
One Body One HopeSioux Center, IA501(c)(3)General Support$21,000
Unitarian Universalists of PetalumaPetaluma, CA501(c)(3)General Support$21,000
Collegia Catholic Boston Funding CorpBrookline, MA501(c)(3)General Support$20,000
Crucifixion ChurchLa Crescent, MN501(c)(3)General Support$20,000
East Gate MinistriesSt Paul, MN501(c)(3)General Support$20,000
Keys Childrens FoundationKey Largo, FL501(c)(3)General Support$20,000
Reformed Mission ServiceJenison, MI501(c)(3)General Support$20,000
Sacred Heart Schools AthertonAtherton, CA501(c)(3)General Support$20,000
The New York Pops IncNew York, NY501(c)(3)General Support$20,000
Fulcrum FoundationSeattle, WA501(c)(3)General Support$18,150
Immaculate Heart Retreat CenterSpokane, WA501(c)(3)General Support$18,150
Legacy Baptist ChurchFort Worth, TX501(c)(3)General Support$17,555
Southwest Initiative FoundationHutchinson, MN501(c)(3)General Support$17,500
Lawndale Baptist ChurchGreensboro, NC501(c)(3)General Support$16,000
North Clackamas Education FoundationClackamas, OR501(c)(3)General Support$16,000
Samaritan's PurseBoone, NC501(c)(3)General Support$15,500
Eagle Valley Religious FoundationEdwards, CO501(c)(3)General Support$15,378
Second Harvest HeartlandBrooklyn Park, MN501(c)(3)General Support$15,275
Bethel UniversitySt Paul, MN501(c)(3)General Support$15,000
Blessings InternationalBroken Arrow, OK501(c)(3)General Support$15,000
By the Hand Club for KidsChicago, IL501(c)(3)General Support$15,000
C A R E IncAtlanta, GA501(c)(3)General Support$15,000
Maxwell Leadership FoundationDuluth, GA501(c)(3)General Support$15,000
Peace Evangelical Lutheran ChurchSouth Haven, MI501(c)(3)General Support$15,000
Sacred Heart Catholic ChurchEnumclaw, WA501(c)(3)General Support$15,000
St James Lutheran ChurchLake Forest, IL501(c)(3)General Support$15,000
Tabor Children Service IncPhiladelphia, PA501(c)(3)General Support$15,000
The Board of Trustees of the Leland Stanford Junior UniversityStanford, CA501(c)(3)General Support$15,000
University of ChicagoChicago, IL501(c)(3)General Support$15,000
First Baptist Church of East AuroraEast Aurora, NY501(c)(3)General Support$14,800
Calvary Christian Reformed ChurchOrange City, IA501(c)(3)General Support$14,750
Alamance Regional Medical Center Foundation IncBurlington, NC501(c)(3)General Support$14,700
Catholic Foreign Mission Society of America IncMaryknoll, NY501(c)(3)General Support$14,670
United States Conference of Catholic BishopsSt Louis, MO501(c)(3)General Support$14,000
Trinity Baptist ChurchLake Charles, LA501(c)(3)General Support$13,031
Beat The Streets - ChicagoChicago, IL501(c)(3)General Support$12,600
Alzheimers AssociationChicago, IL501(c)(3)General Support$12,500
The Nick Wilson Charitable GroupPortland, OR501(c)(3)General Support$12,500
First United Methodist Church of Walnut RidgeWalnut Ridge, AR501(c)(3)General Support$12,000
Gethsemane Lutheran ChurchHopkins, MN501(c)(3)General Support$12,000
Harbert Community ChurchHarbert, MI501(c)(3)General Support$12,000
Cool Cars for Kids IncWynnewood, PA501(c)(3)General Support$11,000
Boston University Trustees of Boston UniversityBoston, MA501(c)(3)General Support$10,400
Food For The Poor IncCoconut Creek, FL501(c)(3)General Support$10,250
Asian Pacific FundSan Francisco, CA501(c)(3)General Support$10,000
Bowdoin CollegeBrunswick, ME501(c)(3)General Support$10,000
Camp ShamineauMotley, MN501(c)(3)General Support$10,000
Childrens Brain Tumor FoundationNew York, NY501(c)(3)General Support$10,000
Christ Church of Hamilton WenhamSouth Hamilton, MA501(c)(3)General Support$10,000
Committee On The ShelterlessPetaluma, CA501(c)(3)General Support$10,000
Community Foundation of New JerseyMorristown, NJ501(c)(3)General Support$10,000
David C Cook GlobalColorado Springs, CO501(c)(3)General Support$10,000
Fellowship of Companies for ChristAtlanta, GA501(c)(3)General Support$10,000
Grace Presbyterian Church of the North ShoreWinnetka, IL501(c)(3)General Support$10,000
Hawaii Island Humane SocietyHolualoa, HI501(c)(3)General Support$10,000
Healing HaitiChamplin, MN501(c)(3)General Support$10,000
Impact 100 DetroitBirmingham, MI501(c)(3)General Support$10,000
Inner City Christian FederationGrand Rapids, MI501(c)(3)General Support$10,000
Motorcycle Relief ProjectEvergreen, CO501(c)(3)General Support$10,000
North Bay Animal Services FoundationPetaluma, CA501(c)(3)General Support$10,000
Novo Mission IncAnaheim, CA501(c)(3)General Support$10,000
President-Board Of Trustees Santa Clara CollegeSanta Clara, CA501(c)(3)General Support$10,000
Redwood Empire Food BankSanta Rosa, CA501(c)(3)General Support$10,000
Revolutionary SpacesBoston, MA501(c)(3)General Support$10,000
River Oaks Community ChurchGoshen, IN501(c)(3)General Support$10,000
Sidwell Friends SchoolWhite Plains, NY501(c)(3)General Support$10,000
St Andrews Presbyterian ChurchBeulah, MI501(c)(3)General Support$10,000
The ARC MinnesotaSaint Paul, MN501(c)(3)General Support$10,000
The National Arts ClubNew York, NY501(c)(3)General Support$10,000
Turimiquire FoundationCambridge, MA501(c)(3)General Support$10,000
University of Washington FoundationSeattle, WA501(c)(3)General Support$10,000
Women for Afghan Women IncFresh Meadows, NY501(c)(3)General Support$10,000
Developmental Services Center Of Champaign County IncChampaign, IL501(c)(3)General Support$9,926
Urban ImpactSeattle, WA501(c)(3)General Support$9,600
The Salvation ArmyPortland, ME501(c)(3)General Support$9,250
Illinois Symphony Orchestra IncSpringfield, IL501(c)(3)General Support$9,000
Sacred Heart of Jesus DBA Redemptorist Society of WashingtonSeattle, WA501(c)(3)General Support$8,783
Christ the King Catholic ChurchDenver, CO501(c)(3)General Support$8,200
St Jude Childrens Research HospitalMemphis, TN501(c)(3)General Support$8,150
Pinellas Education FoundationLargo, FL501(c)(3)General Support$8,074
First Baptist Church CovingtonCovington, LA501(c)(3)General Support$8,000
King of Kings Lutheran ChurchChesterfield, MO501(c)(3)General Support$8,000
Orange City Christian SchoolOrange City, IA501(c)(3)General Support$8,000
Reign MinistriesMinneapolis, MN501(c)(3)General Support$8,000
St Louis Community Foundation IncSt Louis, MO501(c)(3)General Support$7,718
Conscious AllianceBroomfield, CO501(c)(3)General Support$7,500
Gull Lake MinistriesHickory Corners, MI501(c)(3)General Support$7,500
Our Lady of Good Voyage ChurchGloucester, MA501(c)(3)General Support$7,500
Young LifeColorado Springs, CO501(c)(3)General Support$7,500
Augsburg Lutheran ChurchWinstonSalem, NC501(c)(3)General Support$7,300
American Diabetes AssociationMerrifield, VA501(c)(3)General Support$7,000
Granite United WayManchester, NH501(c)(3)General Support$7,000
Hands of PeaceGlenview, IL501(c)(3)General Support$7,000
Lake Sunapee Region VNA & HospiceNew London, NH501(c)(3)General Support$7,000
Lakes Life Care Center for WomenForest Lake, MN501(c)(3)General Support$7,000
Pewee Valley Presbyterian ChurchPewee Valley, KY501(c)(3)General Support$7,000
The Springfield Public Schools FoundationSpringfield, IL501(c)(3)General Support$7,000
Upper Valley Haven IncWhite River Junction, VT501(c)(3)General Support$7,000
Wake Forest UniversityWinstonSalem, NC501(c)(3)General Support$6,800
Old South Church in BostonBoston, MA501(c)(3)General Support$6,500
Wounded Warrior ProjectTopeka, KS501(c)(3)General Support$6,500
St Cecilia ParishBeaverton, OR501(c)(3)General Support$6,400
Whites Chapel United Methodist ChurchSouthlake, TX501(c)(3)General Support$6,300
Shriners Hospitals for ChildrenTampa, FL501(c)(3)General Support$6,250
Stephen Siller Tunnel To Towers FoundationStaten Island, NY501(c)(3)General Support$6,250
Agape International MissionsRoseville, CA501(c)(3)General Support$6,000
Ash Lane United Methodist ChurchEuless, TX501(c)(3)General Support$6,000
Girl Scouts San DiegoSan Diego, CA501(c)(3)General Support$6,000
Orphanos FoundationCordova, TN501(c)(3)General Support$6,000
PhilabundancePhiladelphia, PA501(c)(3)General Support$6,000
Plateau Outreach MinistriesEnumclaw, WA501(c)(3)General Support$6,000
St Marks Episcopal ChurchWashington, DC501(c)(3)General Support$6,000
The Lukes SocietySioux Falls, SD501(c)(3)General Support$6,000
Trinity Reformed ChurchOrange City, IA501(c)(3)General Support$6,000
Wheaton CollegeNorton, MA501(c)(3)General Support$6,000
STEM GreenhouseKentwood, MI501(c)(3)General Support$5,800
International Lutheran Laymens LeagueSt Louis, MO501(c)(3)General Support$5,750
More Than WordsWaltham, MA501(c)(3)General Support$5,500
United States Fund for UNICEFNew York, NY501(c)(3)General Support$5,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

Advisors Charitable Gift Fund uses Northeast Retirement Services to provide management services including the top management and financial officers. The officers are paid by NRS and the amount of compensation allocated to ACGF is undeterminable.

Form 990, Part VI, Section B, line 11B

The Organization's Chief Financial Officer reviews and signs the Form 990.

Form 990, Part VI, Section B, line 12C

Compliance with the Organization's conflict of interest policy is reviewed by management on a regular and consistent basis

Form 990, Part VI, Section B, line 15

The Organization's top Management Official and other officers are not compensated by the Organization.

Form 990, Part VI, Section C, line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Advisors Charitable Gift Fund
EIN
01-0782573
Phone
7819705077
Address
12 Gill Street 2600, Woburn, MA 01801-1729

Signing Officer

Name
Christopher T Ellis
Title
EVP & Chief Financial Officer
Phone
7819705020
Signed
2023-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Hulse
Formed
2003
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
2211 Congress St, Portland, ME 04102
Preparer
Melissa Magoon CPA
Phone
2077752387
Raw XML AppendixShowing 400 of 2,050 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Christopher T Ellis
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd001801
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Northeast Retirement Services LLC
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IRS990/CreditCounselingInd00
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IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0The fund made grants to 1,000 charitable organizations in the areas of education, culture, religion, social services and overcoming poverty.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRstrOrQuasiEndowmentsInd00
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011192
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02146
IRS990/FeesForServicesLegalGrp/TotalAmt02146
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0128600
IRS990/FeesForServicesManagementGrp/TotalAmt0128600
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/PersonNm0Dr Diane Cooksey Kessler
IRS990/Form990PartVIISectionAGrp/PersonNm1Ronald D Dean
IRS990/Form990PartVIISectionAGrp/PersonNm2Mark O'Connell
IRS990/Form990PartVIISectionAGrp/PersonNm3Joseph Gibbons
IRS990/Form990PartVIISectionAGrp/PersonNm4Kenneth G Y Grant
IRS990/Form990PartVIISectionAGrp/PersonNm5William Hogan Jr
IRS990/Form990PartVIISectionAGrp/PersonNm6David A St Yves
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To promote charitable giving.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt036759411
IRS990/NetAssetsOrFundBalancesEOYAmt025548557
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0879897
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt036759411
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IRS990/NoncashContributionsAmt01183514
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15106
IRS990/OtherExpensesGrp/TotalAmt0193141
IRS990/OtherExpensesGrp/TotalAmt15106
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYTotalExpensesAmt010583051
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IRS990/PYTotalRevenueAmt09174823
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2692646
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0207205
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0174201
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03865610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05639634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06125669
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04294861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05954585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025880359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01337322
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0911264
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01242827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01270872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01012033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05774318
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01145165
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70480
IRS990ScheduleA/PublicSupportPY170Pct00.76970
IRS990ScheduleA/PublicSupportTotal170Amt022309345
IRS990ScheduleA/SubstantialContributorsTotAmt03571014
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03865610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05639634
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06125669
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04294861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05954585
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025880359
IRS990ScheduleA/TotalSupportAmt031654677
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt03865610
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt08592244
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0260
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt025556263
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0222116
IRS990ScheduleD/ExpensesSubtotalAmt08760564
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0222116
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0222116
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-8518208
IRS990ScheduleD/RevenueNotReportedAmt0-8518208
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0222116
IRS990ScheduleD/RevenueSubtotalAmt06067918
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt08982680
IRS990ScheduleD/TotalRevenuePerForm990Amt06290034
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-2450290
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08760564
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt03471136
IRS990ScheduleI/RecipientTable/CashGrantAmt1848789
IRS990ScheduleI/RecipientTable/CashGrantAmt2269178
IRS990ScheduleI/RecipientTable/CashGrantAmt3260000
IRS990ScheduleI/RecipientTable/CashGrantAmt496334
IRS990ScheduleI/RecipientTable/CashGrantAmt590000
IRS990ScheduleI/RecipientTable/CashGrantAmt678000
IRS990ScheduleI/RecipientTable/CashGrantAmt770000
IRS990ScheduleI/RecipientTable/CashGrantAmt865889
IRS990ScheduleI/RecipientTable/CashGrantAmt960000
IRS990ScheduleI/RecipientTable/CashGrantAmt1060000
IRS990ScheduleI/RecipientTable/CashGrantAmt1160000
IRS990ScheduleI/RecipientTable/CashGrantAmt1255000
IRS990ScheduleI/RecipientTable/CashGrantAmt1354065
IRS990ScheduleI/RecipientTable/CashGrantAmt1451800
IRS990ScheduleI/RecipientTable/CashGrantAmt1550000
IRS990ScheduleI/RecipientTable/CashGrantAmt1650000
IRS990ScheduleI/RecipientTable/CashGrantAmt1750000
IRS990ScheduleI/RecipientTable/CashGrantAmt1846280
IRS990ScheduleI/RecipientTable/CashGrantAmt1942000
IRS990ScheduleI/RecipientTable/CashGrantAmt2041000
IRS990ScheduleI/RecipientTable/CashGrantAmt2140000
IRS990ScheduleI/RecipientTable/CashGrantAmt2240000
IRS990ScheduleI/RecipientTable/CashGrantAmt2336000
IRS990ScheduleI/RecipientTable/CashGrantAmt2435000
IRS990ScheduleI/RecipientTable/CashGrantAmt2535000
IRS990ScheduleI/RecipientTable/CashGrantAmt2635000
IRS990ScheduleI/RecipientTable/CashGrantAmt2732000
IRS990ScheduleI/RecipientTable/CashGrantAmt2826250
IRS990ScheduleI/RecipientTable/CashGrantAmt2926100
IRS990ScheduleI/RecipientTable/CashGrantAmt3025889
IRS990ScheduleI/RecipientTable/CashGrantAmt3125000
IRS990ScheduleI/RecipientTable/CashGrantAmt3225000
IRS990ScheduleI/RecipientTable/CashGrantAmt3325000
IRS990ScheduleI/RecipientTable/CashGrantAmt3425000
IRS990ScheduleI/RecipientTable/CashGrantAmt3525000
IRS990ScheduleI/RecipientTable/CashGrantAmt3624784
IRS990ScheduleI/RecipientTable/CashGrantAmt3724000
IRS990ScheduleI/RecipientTable/CashGrantAmt3823000
IRS990ScheduleI/RecipientTable/CashGrantAmt3923000
IRS990ScheduleI/RecipientTable/CashGrantAmt4022850
IRS990ScheduleI/RecipientTable/CashGrantAmt4122500
IRS990ScheduleI/RecipientTable/CashGrantAmt4222000
IRS990ScheduleI/RecipientTable/CashGrantAmt4321000
IRS990ScheduleI/RecipientTable/CashGrantAmt4421000
IRS990ScheduleI/RecipientTable/CashGrantAmt4520000
IRS990ScheduleI/RecipientTable/CashGrantAmt4620000
IRS990ScheduleI/RecipientTable/CashGrantAmt4720000
IRS990ScheduleI/RecipientTable/CashGrantAmt4820000
IRS990ScheduleI/RecipientTable/CashGrantAmt4920000
IRS990ScheduleI/RecipientTable/CashGrantAmt5020000
IRS990ScheduleI/RecipientTable/CashGrantAmt5120000
IRS990ScheduleI/RecipientTable/CashGrantAmt5218150
IRS990ScheduleI/RecipientTable/CashGrantAmt5318150
IRS990ScheduleI/RecipientTable/CashGrantAmt5417555
IRS990ScheduleI/RecipientTable/CashGrantAmt5517500
IRS990ScheduleI/RecipientTable/CashGrantAmt5616000
IRS990ScheduleI/RecipientTable/CashGrantAmt5716000
IRS990ScheduleI/RecipientTable/CashGrantAmt5815500
IRS990ScheduleI/RecipientTable/CashGrantAmt5915378
IRS990ScheduleI/RecipientTable/CashGrantAmt6015275
IRS990ScheduleI/RecipientTable/CashGrantAmt6115000
IRS990ScheduleI/RecipientTable/CashGrantAmt6215000
IRS990ScheduleI/RecipientTable/CashGrantAmt6315000
IRS990ScheduleI/RecipientTable/CashGrantAmt6415000
IRS990ScheduleI/RecipientTable/CashGrantAmt6515000
IRS990ScheduleI/RecipientTable/CashGrantAmt6615000
IRS990ScheduleI/RecipientTable/CashGrantAmt6715000
IRS990ScheduleI/RecipientTable/CashGrantAmt6815000
IRS990ScheduleI/RecipientTable/CashGrantAmt6915000
IRS990ScheduleI/RecipientTable/CashGrantAmt7015000
IRS990ScheduleI/RecipientTable/CashGrantAmt7115000
IRS990ScheduleI/RecipientTable/CashGrantAmt7214800
IRS990ScheduleI/RecipientTable/CashGrantAmt7314750
IRS990ScheduleI/RecipientTable/CashGrantAmt7414700
IRS990ScheduleI/RecipientTable/CashGrantAmt7514670
IRS990ScheduleI/RecipientTable/CashGrantAmt7614000
IRS990ScheduleI/RecipientTable/CashGrantAmt7713031
IRS990ScheduleI/RecipientTable/CashGrantAmt7812600
IRS990ScheduleI/RecipientTable/CashGrantAmt7912500
IRS990ScheduleI/RecipientTable/CashGrantAmt8012500
IRS990ScheduleI/RecipientTable/CashGrantAmt8112000
IRS990ScheduleI/RecipientTable/CashGrantAmt8212000
IRS990ScheduleI/RecipientTable/CashGrantAmt8312000
IRS990ScheduleI/RecipientTable/CashGrantAmt8411000
IRS990ScheduleI/RecipientTable/CashGrantAmt8510400
IRS990ScheduleI/RecipientTable/CashGrantAmt8610250
IRS990ScheduleI/RecipientTable/CashGrantAmt8710000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.4$0.02$27.4$3.54$3.65$0.11
2023Detailed filing. Detailed filing data is available for this year.$22.8$0.02$22.7$3.36$6.29$2.93
2022Detailed filing. Detailed filing data is available for this year.$25.6$0.01$25.5$6.29$8.98$2.69
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.8$0.01$36.8$9.17$10.6$1.41
2020Detailed filing. Detailed filing data is available for this year.$32.8$0.02$32.8$8.70$6.61$2.09
2019Detailed filing. Detailed filing data is available for this year.$30.6$0.02$30.6$6.28$6.94$0.66
2018Detailed filing. Detailed filing data is available for this year.$29.7$0.02$29.7$7.98$7.88$0.10
2017Summary only. Only limited summary data is available for this year.$31.0$0.00$31.0$15.9$7.18$8.73
2016Summary only. Only limited summary data is available for this year.$20.0$0.01$20.0$13.4$3.51$9.85
2015Summary only. Only limited summary data is available for this year.$9.98$0.01$9.97$5.04$2.00$3.04
2014Summary only. Only limited summary data is available for this year.$7.95$0.01$7.94$1.45$1.31$0.13
2013Summary only. Only limited summary data is available for this year.$7.64$0.04$7.60$2.39$1.00$1.39
2012Summary only. Only limited summary data is available for this year.$5.69$0.01$5.67$3.04$2.16$0.89
2011Summary only. Only limited summary data is available for this year.$4.37$0.01$4.36$1.66$1.14$0.52
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $25M-$50M nonprofits