Civic Intelligence

The New England Quarterly

EIN 04-2707673 • 501(c)3 • Boston, MA

Profile

The organization's mission is to encourage the study of new england's history and culture and, through quarterly publication and related activities, to enlighten the public about their significance and diversity.

230 Congress Street 12th FloorBoston, MA 02110

www.newenglandquarterly.org

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.17x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

58th percentile

8.5%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.6%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

4.4%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,764,189

Up $194,266 (+12%) from 2023

Liabilities

Down

$31,987

Down $2,948 (-8.4%) from 2023

Net Assets

Up

$1,732,202

Up $197,214 (+13%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin58th percentile

Revenue

Up

$208,419

Up $8,042 (+4.0%) from 2023

Expenses

Down

$151,115

Down $32,315 (-18%) from 2023

Net Income

Up

$57,304

Up $40,357 (+238%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $695,610Liabilities 2011: $59,671Net Assets 2011: $635,9392011Assets 2012: $707,035Liabilities 2012: $52,960Net Assets 2012: $654,0752012Assets 2013: $805,798Liabilities 2013: $48,227Net Assets 2013: $757,5712013Assets 2014: $943,487Liabilities 2014: $49,056Net Assets 2014: $894,4312014Assets 2015: $975,785Liabilities 2015: $49,795Net Assets 2015: $925,9902015Assets 2016: $940,791Liabilities 2016: $48,184Net Assets 2016: $892,6072016Assets 2017: $1,068,796Liabilities 2017: $45,687Net Assets 2017: $1,023,1092017Assets 2018: $1,132,690Liabilities 2018: $44,968Net Assets 2018: $1,087,7222018Assets 2019: $1,205,141Liabilities 2019: $44,382Net Assets 2019: $1,160,7592019Assets 2020: $1,223,310Liabilities 2020: $39,226Net Assets 2020: $1,184,0842020Assets 2021: $1,603,816Liabilities 2021: $35,003Net Assets 2021: $1,568,8132021Assets 2022: $1,431,961Liabilities 2022: $35,697Net Assets 2022: $1,396,2642022Assets 2023: $1,569,923Liabilities 2023: $34,935Net Assets 2023: $1,534,9882023Assets 2024: $1,764,189Liabilities 2024: $31,987Net Assets 2024: $1,732,2022024

Highlighted filing

2024

Assets$1,764,189
Liabilities$31,987
Net Assets$1,732,202
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $198,606Expenses 2011: $148,331Net Income 2011: $50,2752011Revenue 2012: $198,791Expenses 2012: $232,028Net Income 2012: -$33,2372012Revenue 2013: $201,625Expenses 2013: $155,738Net Income 2013: $45,8872013Revenue 2014: $193,509Expenses 2014: $156,043Net Income 2014: $37,4662014Revenue 2015: $232,751Expenses 2015: $156,724Net Income 2015: $76,0272015Revenue 2016: $207,528Expenses 2016: $164,270Net Income 2016: $43,2582016Revenue 2017: $198,247Expenses 2017: $153,447Net Income 2017: $44,8002017Revenue 2018: $213,768Expenses 2018: $154,518Net Income 2018: $59,2502018Revenue 2019: $232,486Expenses 2019: $153,928Net Income 2019: $78,5582019Revenue 2020: $182,295Expenses 2020: $147,780Net Income 2020: $34,5152020Revenue 2021: $280,047Expenses 2021: $162,364Net Income 2021: $117,6832021Revenue 2022: $191,919Expenses 2022: $158,433Net Income 2022: $33,4862022Revenue 2023: $200,377Expenses 2023: $183,430Net Income 2023: $16,9472023Revenue 2024: $208,419Expenses 2024: $151,115Net Income 2024: $57,3042024

Highlighted filing

2024

Revenue$208,419
Expenses$151,115
Net Income$57,304
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,764,189
Liabilities
$31,987
Net assets
$1,732,202
Revenue
$208,419
Expenses
$151,115
Net income
$57,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.03$1.73$0.21$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.03$1.53$0.20$0.18$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.04$1.40$0.19$0.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.04$1.57$0.28$0.16$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.04$1.18$0.18$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.04$1.16$0.23$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.04$1.09$0.21$0.15$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.05$1.02$0.20$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.05$0.89$0.21$0.16$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.05$0.93$0.23$0.16$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.05$0.89$0.19$0.16$0.04
2013Summary only. Only limited summary data is available for this year.$0.81$0.05$0.76$0.20$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$0.71$0.05$0.65$0.20$0.23$0.03
2011Summary only. Only limited summary data is available for this year.$0.70$0.06$0.64$0.20$0.15$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 18, 2025
Return Version
2023v6.0
Gross Receipts
$509,512
Mission and Program Overview

Mission

The organization's mission is to encourage the study of new england's history and culture and, through quarterly publication and related activities, to enlighten the public about their significance and diversity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,334,833$1,617,930▲ $283,097
Savings and Temporary Cash Investments$194,175$104,932▼ $89,243
Accounts Receivable$40,915$41,327▲ $412
Total Assets$1,569,923$1,764,189▲ $194,266
Liabilities
Deferred Revenue$34,935$31,987▼ $2,948
Total Liabilities$34,935$31,987▼ $2,948
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,455,326$1,645,540▲ $190,214
Net Assets With Donor Restrictions$79,662$86,662▲ $7,000
Total Net Assets Fund Balance$1,534,988$1,732,202▲ $197,214
Total Liabilities and Net Assets / Fund Balance$1,569,923$1,764,189▲ $194,266

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$688,724--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Christopher JedreyPresident/secretary
Amory Loring LoganDirector
Daniel R CoquilletteDirector
Ken MinkemaDirector
Mark PetersonDirector
Megan MarshallDirector
Michael YoggDirector
Richard D BrownDirector
Susan LivelyDirector
Ted WidmerDirector
Thomas PutnamDirector
Robert CordyDirector (until 2/2024)
Thomas R AppletonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,950
Program Service Revenue
$73,242
Investment Income
$61,723
Other Revenue
$20,504
All Other Contributions
$52,950
Change in Net Assets
$57,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,115
Total Fundraising Expense$44
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$58,330--$58,330
Fees for Services Accounting-$10,080-$10,080
Office Expenses$3,237$89$44$3,370
Royalties$2,335--$2,335
Total Functional Expenses$140,902$10,169$44$151,115
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
Yes
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members who may elect one or more members of the governing body.”

Form 990, Part VI, Section A, Line 7A

“The organization has members who may elect one or more members of the governing body.”

Form 990, Part VI, Section A, Line 7B

“Decisions of the governing body are subject to approval by members.”

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

“The governing body reviews form 990 before it is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The New England Quarterly
EIN
04-2707673
Phone
6173734453
Address
230 CONGRESS STREET 12TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
Thomas R Appleton
Title
Treasurer
Phone
6173734453
Signed
2025-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Jedrey
Formed
1980
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
13

Preparer

Firm
Cohnreznick Advisory LLC
Address
350 GRANITE STREET SUITE 1200, BRAINTREE, MA 02184
Preparer
Jolanta Tuck
Phone
7813803520
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The quarterly has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements as of june 30, 2024 and 2023. Generally, the quarterly's tax returns remain open for possible federal income tax examination for three years after the filing date. The quarterly is not currently under examination by any taxing jurisdiction. While no tax returns are currently being examined by the internal revenue service, fiscal years since 2021 remain open.”

Raw XML AppendixShowing 400 of 438 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/Desc0THE NEW ENGLAND QUARTERLY (NEQ): A HISTORICAL REVIEW OF NEW ENGLAND LIFE AND LETTERS APPEARS FOUR TIMES PER YEAR. EACH ISSUE CONTAINS A MIX OF ESSAYS ON THE HISTORY, LITERATURE, AND CULTURAL AND SOCIAL LIFE OF NEW ENGLAND, FROM ITS FOUNDING TO THE PRESENT. IN ADDITION TO MAJOR ESSAYS, FEATURES INCLUDE MEMORANDA AND EDITED DOCUMENTS, RECONSIDERATIONS OF TRADITIONAL TEXTS AND INTERPRETATIONS, ESSAY REVIEWS AND BOOK REVIEWS. APPROXIMATELY 1,500 INDIVIDUAL AND LIBRARIES SUBSCRIBE TO THE JOURNAL.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR (UNTIL 2/2024)
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EDITING
IRS990/OtherExpensesGrp/Desc1PRODUCTION
IRS990/OtherExpensesGrp/ProgramServicesAmt077000
IRS990/OtherExpensesGrp/ProgramServicesAmt158330
IRS990/OtherExpensesGrp/TotalAmt077000
IRS990/OtherExpensesGrp/TotalAmt158330
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTOPHER JEDREY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0513120
IRS990/ProgramServiceRevenueGrp/Desc0SUBSCRIPTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt073242
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt073242
IRS990/ProgSrvcAccomActy2Grp/Desc0THROUGH THE NON-PROFIT ORGANIZATION JSTOR, ESSAYS IN NEQ'S ARCHIVE ARE MADE AVAILABLE TO RESEARCHERS VIA LIBRARY DATABASES AND INDIVIDUAL PAY-PER-VIEW DOWNLOADS. APPROXIMATELY 300,000 ESSAYS ARE ACCESSED EACH YEAR THROUGH JSTOR. NEQ RECEIVES A ROYALTY PAYMENT FROM JSTOR.THE EDITORS ADMINISTER THE WALTER MUIR WHITEHILL PRIZE IN EARLY AMERICAN HISTORY ON BEHALF OF THE COLONIAL SOCIETY OF MASSACHUSETTS. EACH YEAR, ABOUT 20 ESSAYS ARE RECEIVED, EVALUATED, AND SENT TO A PANEL OF JUDGES. THE WINNING ENTRANT IS PUBLISHED IN THE NEW ENGLAND QUARTERLY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02335
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt067396
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt032930
IRS990/PYOtherExpensesAmt0183430
IRS990/PYOtherRevenueAmt022379
IRS990/PYProgramServiceRevenueAmt077672
IRS990/PYRevenuesLessExpensesAmt016947
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0183430
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0200377
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt057304
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt073242
IRS990/RoyaltiesGrp/ProgramServicesAmt02335
IRS990/RoyaltiesGrp/TotalAmt02335
IRS990/RoyaltiesRevenueGrp/ExclusionAmt020504
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt020504
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0194175
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0104932
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0108484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0345715
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt051060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt055407
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046866
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt062059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt030578
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0245970
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077672
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt087990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt099246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0417894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt051060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt055407
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046866
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt062059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030578
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0245970
IRS990ScheduleA/InvestmentIncomeCYPct00.24360
IRS990ScheduleA/InvestmentIncomePYPct00.23460
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75640
IRS990ScheduleA/PublicSupportPY509Pct00.76540
IRS990ScheduleA/PublicSupportTotal509Amt0763609
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0145068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0144789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0196474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0151086
IRS990ScheduleA/Total509Grp/TotalAmt0763609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0177252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0200475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0191655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0258533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0181664
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01009579
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/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0100906
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1151539
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2111907
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3173901
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4390953
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5688724
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX INTERNATIONAL STOCK FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DOMINI SOCIAL EQUITY FUND INSTITUTIONAL SHARES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ISHARE SELECT DIVIDEND EFT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3SPDR S&P MIDCAP 400 EFT TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc4US TREASURY NOTES
IRS990ScheduleD/OtherSecuritiesGrp/Desc5VANGUARD 500 INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE QUARTERLY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2024 AND 2023. GENERALLY, THE QUARTERLY'S TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. THE QUARTERLY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. WHILE NO TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, FISCAL YEARS SINCE 2021 REMAIN OPEN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01617930
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY REVIEWS FORM 990 BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01569923
IRS990/TotalAssetsEOYAmt01764189
IRS990/TotalAssetsGrp/BOYAmt01569923
IRS990/TotalAssetsGrp/EOYAmt01764189
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt052950
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt044
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010169
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140902
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151115
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034935
IRS990/TotalLiabilitiesEOYAmt031987
IRS990/TotalLiabilitiesGrp/BOYAmt034935
IRS990/TotalLiabilitiesGrp/EOYAmt031987
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01534988
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01732202
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0140902
IRS990/TotalProgramServiceRevenueAmt073242
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt082227
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt073242
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208419
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01569923
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01764189
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X

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