Civic Intelligence

The Charles & Marianne Small Charitable Foundation

EIN 04-3255591 • Newburyport, MA

51 Green StreetNewburyport, MA 01950
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-44%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

658%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,814,865

Up $195,875 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,814,865

Up $195,875 (+12%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin12th percentile

Revenue

Up

$74,173

Up $64,392 (+658%) from 2023

Expenses

Up

$107,035

Up $26,222 (+32%) from 2023

Net Income

Up

-$32,862

Up $38,170 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,200,508Liabilities 2011: $02011Assets 2012: $1,170,203Liabilities 2012: $02012Assets 2013: $1,298,119Liabilities 2013: $02013Assets 2014: $1,366,342Liabilities 2014: $02014Assets 2015: $1,325,400Liabilities 2015: $02015Assets 2019: $1,451,085Liabilities 2019: $02019Assets 2020: $1,497,510Liabilities 2020: $0Net Assets 2020: $1,497,5102020Assets 2021: $1,729,314Liabilities 2021: $0Net Assets 2021: $1,729,3142021Assets 2022: $1,459,024Liabilities 2022: $0Net Assets 2022: $1,459,0242022Assets 2023: $1,618,990Liabilities 2023: $0Net Assets 2023: $1,618,9902023Assets 2024: $1,814,865Liabilities 2024: $0Net Assets 2024: $1,814,8652024

Highlighted filing

2024

Assets$1,814,865
Liabilities$0
Net Assets$1,814,865
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100KRevenue 2011: $51,961Expenses 2011: $59,842Net Income 2011: -$7,8812011Revenue 2012: $32,652Expenses 2012: $81,637Net Income 2012: -$48,9852012Revenue 2013: $100,604Expenses 2013: $69,037Net Income 2013: $31,5672013Revenue 2014: $58,330Expenses 2014: $64,451Net Income 2014: -$6,1212014Revenue 2015: $78,295Expenses 2015: $69,437Net Income 2015: $8,8582015Revenue 2019: $76,668Expenses 2019: $126,559Net Income 2019: -$49,8912019Revenue 2020: $30,007Expenses 2020: $81,902Net Income 2020: -$51,8952020Revenue 2021: $67,481Expenses 2021: $78,085Net Income 2021: -$10,6042021Revenue 2022: $149,399Expenses 2022: $79,335Net Income 2022: $70,0642022Revenue 2023: $9,781Expenses 2023: $80,813Net Income 2023: -$71,0322023Revenue 2024: $74,173Expenses 2024: $107,035Net Income 2024: -$32,8622024

Highlighted filing

2024

Revenue$74,173
Expenses$107,035
Net Income-$32,862
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,814,865
Liabilities
$0
Net assets
$1,814,865
Revenue
$74,173
Expenses
$107,035
Net income
-$32,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.07$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.01$0.08$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.15$0.08$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.07$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.03$0.08$0.05
2019Summary only. Only limited summary data is available for this year.$1.45$0.00$0.08$0.13$0.05
2015Summary only. Only limited summary data is available for this year.$1.33$0.00$0.08$0.07$0.01
2014Summary only. Only limited summary data is available for this year.$1.37$0.00$0.06$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$1.30$0.00$0.10$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$0.03$0.08$0.05
2011Summary only. Only limited summary data is available for this year.$1.20$0.00$0.05$0.06$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard EatonTrustee-$0--
Grace ConnollyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Charles & Marianne Small Charitable
EIN
04-3255591
Phone
9784624090
Address
51 Green Street, Newburyport, MA 01950

Signing Officer

Name
Richard Eaton
Title
Trustee
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Michael Capo CPA Pc
Address
190 STATE ST UNIT 1B, NEWBURYPORT, MA 01950
Preparer
Michael Capo
Phone
9784994300
Raw XML Appendix345 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MICHAEL CAPO, CPA, P.C.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01504358
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EXCHANGE TRADED PRODUCTS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard Eaton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Grace Connolly
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09784624090
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0JEANNE GEIGER CRISIS CENTER2 HARRIS STREETNEWBURYPORT, MA 01950
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0OUR NEIGHBORS' TABLE194 MAIN STAMESBURY, MA 01913
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY18 MAPLE STREETSALISBURY,MA 01952
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD EATON TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9OPERATING EXPENSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BOYS GIRLS CLUB LOWER MERRIMACK VAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NEWBURYPORT EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JEANNE GEIGER CRISIS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3NEWBURYPORT LITERARY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4OUR NEIGHBORS TABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CUSTOM HOUSE MARITIME MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6COMMUNITY SERVICE NEWBURYPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7MERROHAWKE NATURE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8RIVER VALLEY CHARTER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9YWCA GREATER NEWBURYPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015 MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22 HARRIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3157 LOW STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt525 WATER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt633 SUMMER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt754R MERRIMAC STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82 PERRY WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt913 MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALISBURY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEWBURYPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AMESBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEWBURYPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEWBURYPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEWBURYPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEWBURYPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEWBURYPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001952
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201950
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401913
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd701950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd801950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd901950
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0104500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0MA FORM PC TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Eaton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Charles & Marianne Small Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0043255591
ReturnHeader/Filer/PhoneNum09784624090
ReturnHeader/Filer/USAddress/AddressLine1Txt051 Green Street
ReturnHeader/Filer/USAddress/CityNm0Newburyport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001950
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453689716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL CAPO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0190 STATE ST UNIT 1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001950
ReturnHeader/PreparerPersonGrp/PhoneNum09784994300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Capo
ReturnHeader/ReturnTs02025-05-14T09:00:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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