Civic Intelligence

Stohlman Foundation Inc.

990EZ • Fiscal year 2021 • EIN 04-2868603

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
10 Kearney Rd 305Needham, MA 02494

(781) 444-8400

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-38866%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-62%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$58,911

Down $11,271 (-16%) from 2020

Net Assets

Down

$58,911

Down $11,271 (-16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$29

Down $48 (-62%) from 2020

Expenses

Down

$11,300

Down $6,200 (-35%) from 2020

Net Income

Up

-$11,271

Up $6,152 (+35%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2021

Assets$58,911
Liabilities$0
Net Assets$58,911
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$29
Expenses$11,300
Net Income-$11,271
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$29
Mission and Program Overview

Mission

Support educational and other charitable organizations

Program Services

DescriptionGrantsExpenses
SUPPORT EDUCATIONAL ORGANIZATIONS$10,000$0
Compensation and Service Providers
Top Officer Pay77th 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
2022-11-11
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: 29.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable contribution. Grantee name: boston college high school. Grantee address: 150 morrissey blvd boston, ma 02125. Grantee relationship: none. Date of gift: 09/22/21. Amount given: 10,000.”

Raw XML Appendix128 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/BOYAmt070182
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058911
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11271
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01300
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070182
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058911
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt029
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070182
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058911
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070182
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058911
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/GrantsAndAllocationsAmt010000
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/TotalExpensesAmt011300
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt029
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0216
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0122
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0433
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt0433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTION. GRANTEE NAME: BOSTON COLLEGE HIGH SCHOOL. GRANTEE ADDRESS: 150 MORRISSEY BLVD BOSTON, MA 02125. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/21. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN J O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814448400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
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/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/ReturnTs02022-11-15T15:59:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBRIEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,911
Liabilities
$0
Net assets
$58,911
Revenue
$29
Expenses
$11,300
Net income
-$11,271
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