Civic Intelligence

The a & a Fund

990PF • Fiscal year 2023 • EIN 04-3127721

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization Profile
1075 Main Street 200Waltham, MA 02451

(617) 423-3900

Siviq Scores

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

Liabilities / Assets

50th percentile

0.06x

Higher debt load relative to assets than 50% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

1.27x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

9th percentile

-84%

Higher net margin than 9% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

27th percentile

-2.3%

Faster asset growth than 27% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

267%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$7,280,374

Down $173,897 (-2.3%) from 2022

Net Assets

Down

$6,860,537

Down $279,343 (-3.9%) from 2022

Liabilities

Up

$419,837

Up $105,446 (+34%) from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin9th percentile

Revenue

Up

$330,737

Up $240,556 (+267%) from 2022

Expenses

Up

$610,080

Up $41,517 (+7.3%) from 2022

Net Income

Up

-$279,343

Up $199,039 (+42%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,505,447Liabilities 2011: $02011Assets 2012: $6,585,662Liabilities 2012: $02012Assets 2013: $6,783,366Liabilities 2013: $02013Assets 2014: $7,101,920Liabilities 2014: $02014Assets 2015: $6,934,899Liabilities 2015: $02015Assets 2019: $6,988,429Liabilities 2019: $02019Assets 2020: $7,561,725Liabilities 2020: $0Net Assets 2020: $7,561,7252020Assets 2021: $7,618,262Liabilities 2021: $0Net Assets 2021: $7,618,2622021Assets 2022: $7,454,271Liabilities 2022: $314,391Net Assets 2022: $7,139,8802022Assets 2023: $7,280,374Liabilities 2023: $419,837Net Assets 2023: $6,860,5372023Assets 2024: $7,451,018Liabilities 2024: $736,912Net Assets 2024: $6,714,1062024

Highlighted filing

2023

Assets$7,280,374
Liabilities$419,837
Net Assets$6,860,537
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $380,056Expenses 2011: $481,641Net Income 2011: -$101,5852011Revenue 2012: $545,378Expenses 2012: $465,163Net Income 2012: $80,2152012Revenue 2013: $705,950Expenses 2013: $508,246Net Income 2013: $197,7042013Revenue 2014: $824,305Expenses 2014: $505,751Net Income 2014: $318,5542014Revenue 2015: $346,440Expenses 2015: $513,461Net Income 2015: -$167,0212015Revenue 2019: $554,313Expenses 2019: $473,990Net Income 2019: $80,3232019Revenue 2020: $1,051,896Expenses 2020: $478,600Net Income 2020: $573,2962020Revenue 2021: $531,244Expenses 2021: $474,707Net Income 2021: $56,5372021Revenue 2022: $90,181Expenses 2022: $568,563Net Income 2022: -$478,3822022Revenue 2023: $330,737Expenses 2023: $610,080Net Income 2023: -$279,3432023Revenue 2024: $481,481Expenses 2024: $629,469Net Income 2024: -$147,9882024

Highlighted filing

2023

Revenue$330,737
Expenses$610,080
Net Income-$279,343
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA K HIXONAdvisory Board-$0--
ALEXANDRA H BALLARDAdvisory Board-$0--
DYLAN H HIXONAdvisory Board-$0--
SHANTI S HIXONAdvisory Board-$0--
INDIA T RADFARAdvisory Board-$0--
JENNIFER PELISTrustee-$0--
BROOKE MANFREDITrustee-$0--
Filing and Contact Details

Filer

Filer Name
The a & a Fund
EIN
04-3127721
Phone
6174233900
Address
1075 MAIN STREET 200, WALTHAM, MA 02451

Signing Officer

Name
Jennifer Pelis
Title
Trustee
Phone
6174233900
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
400 SPECTRUM CENTER DR SUITE 400, IRVINE, CA 92618
Preparer
Kelly M Gillette
Phone
9492243300
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1EQUITY RESOURCE FUND XXIII (QP) LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EQUITY RESOURCE FUND XXIV (QP) LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FDC INVESTMENT PARTNERS III LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FDC INVESTMENT PARTNERS IV LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FDC INVESTMENT PARTNERS V LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FDC INVESTMENT PARTNERS VI LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BEACON COMMUNITIES FUND I LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LEGACY VENTURE VII LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LEGACY VENTURE IX LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LEGACY VENTURE X LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11LEGACY VENTURE XI LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0247292
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-279343
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06860537
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07139880
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06860537
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0562657
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0562657
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0562657
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0567642
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04985
IRS990PF/DistributableAmountGrp/TotalTaxAmt04985
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04985
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04985
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04985
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06922
IRS990PF/FMVAssetsEOYAmt011565537
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0827
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0740993
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0840997
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0790890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02630650
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02525542
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04509746
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01069233
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01115100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03474494
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0314391
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0419837
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07139880
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06860537
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02658693
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02548141
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02548141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07454271
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07280374
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011565537
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0314391
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0419837
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07454271
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07280374
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07139880
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06860537
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0353875
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0250594
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0242266
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011525726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02666607
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08859119
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0172886
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0567642
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011352840
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011525726
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHEILA K HIXON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXANDRA H BALLARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DYLAN H HIXON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHANTI S HIXON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4INDIA T RADFAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JENNIFER PELIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6BROOKE MANFREDI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0ADVISORY BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ADVISORY BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ADVISORY BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ADVISORY BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ADVISORY BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01075 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11075 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21075 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31075 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41075 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51075 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61075 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6WALTHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd502451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd602451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0519820
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0519820
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,280,374
Liabilities
$419,837
Net assets
$6,860,537
Revenue
$330,737
Expenses
$610,080
Net income
-$279,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.45$0.74$6.71$0.48$0.63$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.28$0.42$6.86$0.33$0.61$0.28
2022Detailed filing. Detailed filing data is available for this year.$7.45$0.31$7.14$0.09$0.57$0.48
2021Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.53$0.47$0.06
2020Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$1.05$0.48$0.57
2019Summary only. Only limited summary data is available for this year.$6.99$0.00$0.55$0.47$0.08
2015Summary only. Only limited summary data is available for this year.$6.93$0.00$0.35$0.51$0.17
2014Summary only. Only limited summary data is available for this year.$7.10$0.00$0.82$0.51$0.32
2013Summary only. Only limited summary data is available for this year.$6.78$0.00$0.71$0.51$0.20
2012Summary only. Only limited summary data is available for this year.$6.59$0.00$0.55$0.47$0.08
2011Summary only. Only limited summary data is available for this year.$6.51$0.00$0.38$0.48$0.10