Civic Intelligence

James M and Cathleen D Stone Family

EIN 04-3246517 • 501(c)3 • Boston, MA

Profile

Grantmaking: to promote the educational and scientific purposes of harvard university and the boston foundation, inc. By providing support for research and education in a variety of fields.

Refreshing map…

695 Atlantic AvenueBoston, MA 02111

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$66,390

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-45%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

45%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,329,780

Down $1,943,706 (-45%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,329,780

Down $1,943,706 (-45%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$2,458,932

Up $763,742 (+45%) from 2023

Expenses

Down

$1,494,312

Down $3,608,733 (-71%) from 2023

Net Income

Up

$964,620

Up $4,372,475 (+128%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$10M$5.0M$0Assets 2011: $35,699Liabilities 2011: $0Net Assets 2011: $35,6992011Assets 2012: $7,872Liabilities 2012: $0Net Assets 2012: $7,8722012Assets 2013: $68,983Liabilities 2013: $0Net Assets 2013: $68,9832013Assets 2014: $151,706Liabilities 2014: $0Net Assets 2014: $151,7062014Assets 2015: $321,045Liabilities 2015: $0Net Assets 2015: $321,0452015Assets 2016: $378,287Liabilities 2016: $0Net Assets 2016: $378,2872016Assets 2017: $721,593Liabilities 2017: $0Net Assets 2017: $721,5932017Assets 2018: $606,201Liabilities 2018: $0Net Assets 2018: $606,2012018Assets 2019: $195,925Liabilities 2019: $0Net Assets 2019: $195,9252019Assets 2020: $319,195Liabilities 2020: $0Net Assets 2020: $319,1952020Assets 2021: $262,207Liabilities 2021: $250Net Assets 2021: $261,9572021Assets 2022: $8,055,068Liabilities 2022: $0Net Assets 2022: $8,055,0682022Assets 2023: $4,273,486Liabilities 2023: $0Net Assets 2023: $4,273,4862023Assets 2024: $2,329,780Liabilities 2024: $0Net Assets 2024: $2,329,7802024

Highlighted filing

2024

Assets$2,329,780
Liabilities$0
Net Assets$2,329,780
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,987,038Expenses 2011: $2,046,239Net Income 2011: -$59,2012011Revenue 2012: $986,225Expenses 2012: $1,014,052Net Income 2012: -$27,8272012Revenue 2013: $685,039Expenses 2013: $1,372,849Net Income 2013: -$687,8102013Revenue 2014: $1,335,019Expenses 2014: $1,252,296Net Income 2014: $82,7232014Revenue 2015: $1,535,039Expenses 2015: $1,365,700Net Income 2015: $169,3392015Revenue 2016: $2,235,070Expenses 2016: $2,177,828Net Income 2016: $57,2422016Revenue 2017: $4,369,322Expenses 2017: $4,026,016Net Income 2017: $343,3062017Revenue 2018: $4,735,551Expenses 2018: $4,850,943Net Income 2018: -$115,3922018Revenue 2019: $4,985,571Expenses 2019: $5,395,847Net Income 2019: -$410,2762019Revenue 2020: $5,360,323Expenses 2020: $5,237,053Net Income 2020: $123,2702020Revenue 2021: $3,735,238Expenses 2021: $3,792,476Net Income 2021: -$57,2382021Revenue 2022: $16,240,815Expenses 2022: $4,999,925Net Income 2022: $11,240,8902022Revenue 2023: $1,695,190Expenses 2023: $5,103,045Net Income 2023: -$3,407,8552023Revenue 2024: $2,458,932Expenses 2024: $1,494,312Net Income 2024: $964,6202024

Highlighted filing

2024

Revenue$2,458,932
Expenses$1,494,312
Net Income$964,620
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,329,780
Liabilities
$0
Net assets
$2,329,780
Revenue
$2,458,932
Expenses
$1,494,312
Net income
$964,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$2.46$1.49$0.96
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$1.70$5.10$3.41
2022Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$16.2$5.00$11.2
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$3.74$3.79$0.06
2020Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$5.36$5.24$0.12
2019Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$4.99$5.40$0.41
2018Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$4.74$4.85$0.12
2017Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$4.37$4.03$0.34
2016Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$2.24$2.18$0.06
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$1.54$1.37$0.17
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$1.34$1.25$0.08
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.69$1.37$0.69
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.99$1.01$0.03
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$1.99$2.05$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

Grantmaking: to promote the educational and scientific purposes of harvard university and the boston foundation, inc. By providing support for research and education in a variety of fields.

Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONJA PLESSETExecutive DirectorPT$66,390-$66,390
M LEE PELTONClerk & Trustee-$0--
JENNIFER PACHUSTrustee-$0--
CATHLEEN D STONEPresident & Trustee-$0--
JAMES M STONEChair & Trustee-$0--
JAMES N BAILEYTreasurer & Trustee-$0--
STEPHEN KINZERTrustee-$0--
JOHN MONTGOMERYTrustee-$0--
ERIN MACGOWANAssistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
James M and Cathleen D Stone Family
EIN
04-3246517
Phone
6179511504
Address
695 ATLANTIC AVENUE, BOSTON, MA 02111

Signing Officer

Name
M Lee Pelton
Title
Clerk
Phone
6179511504
Signed
2025-11-17

Preparer

Firm
Bessemer Trust Co Na
Address
1225 FRANKLIN AVE SUITE 500, GARDEN CITY, NY 11530
Preparer
Yue Sun
Phone
5165089623
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IRS990PF/FMVAssetsEOYAmt02530568
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