Civic Intelligence

Stohlman Foundation Inc

EIN 04-2868603 • 501(c)3 • Needham, MA

Profile

Support educational and other charitable organizations

10 Kearney Rd 305Needham, MA 02494
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-667%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-5.2%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

631%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$43,383

Down $2,387 (-5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$43,383

Down $2,387 (-5.2%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin3rd percentile

Revenue

Up

$358

Up $309 (+631%) from 2023

Expenses

Down

$2,745

Down $10,495 (-79%) from 2023

Net Income

Up

-$2,387

Up $10,804 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$100K$50K$0Assets 2013: $0Liabilities 2013: $02013Assets 2014: $98,548Liabilities 2014: $02014Assets 2015: $94,179Liabilities 2015: $02015Assets 2016: $92,172Liabilities 2016: $02016Assets 2017: $92,294Liabilities 2017: $02017Assets 2018: $92,510Liabilities 2018: $02018Assets 2019: $87,605Liabilities 2019: $02019Assets 2020: $70,182Liabilities 2020: $0Net Assets 2020: $70,1822020Assets 2021: $58,911Liabilities 2021: $0Net Assets 2021: $58,9112021Assets 2022: $58,961Liabilities 2022: $0Net Assets 2022: $58,9612022Assets 2023: $45,770Liabilities 2023: $0Net Assets 2023: $45,7702023Assets 2024: $43,383Liabilities 2024: $0Net Assets 2024: $43,3832024

Highlighted filing

2024

Assets$43,383
Liabilities$0
Net Assets$43,383
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$20K$10K$0-$10K-$20KRevenue 2013: $3,000Expenses 2013: $2,800Net Income 2013: $2002013Revenue 2014: $1,171Expenses 2014: $4,680Net Income 2014: -$3,5092014Revenue 2015: $131Expenses 2015: $4,500Net Income 2015: -$4,3692015Revenue 2016: $33Expenses 2016: $1,500Net Income 2016: -$1,4672016Revenue 2017: $122Expenses 2017: $0Net Income 2017: $1222017Revenue 2018: $216Expenses 2018: $0Net Income 2018: $2162018Revenue 2019: $95Expenses 2019: $5,000Net Income 2019: -$4,9052019Revenue 2020: $77Expenses 2020: $17,500Net Income 2020: -$17,4232020Revenue 2021: $29Expenses 2021: $11,300Net Income 2021: -$11,2712021Revenue 2022: $50Expenses 2022: $0Net Income 2022: $502022Revenue 2023: $49Expenses 2023: $13,240Net Income 2023: -$13,1912023Revenue 2024: $358Expenses 2024: $2,745Net Income 2024: -$2,3872024

Highlighted filing

2024

Revenue$358
Expenses$2,745
Net Income-$2,387
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$43,383
Liabilities
$0
Net assets
$43,383
Revenue
$358
Expenses
$2,745
Net income
-$2,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$0.36$2.75$2.39
2023Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$0.05$13.2$13.2
2022Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$0.05$0.00$0.05
2021Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$0.03$11.3$11.3
2020Detailed filing. Detailed filing data is available for this year.$70.2$0.00$70.2$0.08$17.5$17.4
2019Summary only. Only limited summary data is available for this year.$87.6$0.00$0.10$5.00$4.91
2018Summary only. Only limited summary data is available for this year.$92.5$0.00$0.22$0.00$0.22
2017Summary only. Only limited summary data is available for this year.$92.3$0.00$0.12$0.00$0.12
2016Summary only. Only limited summary data is available for this year.$92.2$0.00$0.03$1.50$1.47
2015Summary only. Only limited summary data is available for this year.$94.2$0.00$0.13$4.50$4.37
2014Summary only. Only limited summary data is available for this year.$98.5$0.00$1.17$4.68$3.51
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$3.00$2.80$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$358
Mission and Program Overview

Mission

Support educational and other charitable organizations

Program Services

DescriptionGrantsExpenses
SUPPORT EDUCATIONAL ORGANIZATIONS$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNADETTE TRENHOLMPresidentPT$0--
JOHN J O'BRIENTreasurer-$0--
DR RONALD MCCAFFREYClerk-$0--
Filing and Contact Details

Filer

Filer Name
Stohlman Foundation Inc
EIN
04-2868603
Phone
7814448400
Address
10 KEARNEY RD 305, NEEDHAM, MA 02494

Signing Officer

Name
JOHN J O'BRIEN
Title
Treasurer
Phone
7814448400
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
O'BRIEN & ASSOCIATES
Address
10 KEARNEY ROAD SUITE 305, NEEDHAM, MA 02494
Preparer
JOHN J O'BRIEN ESQ
Phone
7814448400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 358.”

Raw XML Appendix117 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN J O'BRIEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07814448400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 KEARNEY ROAD SUITE 305
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEEDHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002494
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045770
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043383
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2387
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02745
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045770
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043383
IRS990EZ/GrossReceiptsAmt0358
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0358
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045770
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043383
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045770
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043383
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BERNADETTE TRENHOLM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN J O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR RONALD MCCAFFREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL AND OTHER CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT EDUCATIONAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02745
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0358
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 358.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN J O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814448400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STOHLMAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STOH
ReturnHeader/Filer/EIN0042868603
ReturnHeader/Filer/PhoneNum07814448400
ReturnHeader/Filer/USAddress/AddressLine1Txt010 KEARNEY RD 305
ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002494
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042706569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 KEARNEY ROAD SUITE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002494
ReturnHeader/PreparerPersonGrp/PhoneNum07814448400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J O'BRIEN ESQ
ReturnHeader/ReturnTs02025-11-11T17:25:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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