Civic Intelligence

Swartz Foundation

990PF • Fiscal year 2024 • EIN 04-3255974

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 15, 2025

Organization Profile
CO Fwp 2310 Washington St 3rd FLNewton, MA 02462

(617) 602-1901

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2024 filings • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

9th percentile

0.00x

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

2024 filings • $100M-$250M nonprofits • Source year 2024

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2024 filings • $100M-$250M nonprofits • Source year 2024

Asset Growth

47th percentile

5.0%

Faster asset growth than 47% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

105%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$220,801,315

Up $10,433,968 (+5.0%) from 2023

Net Assets

Up

$220,801,315

Up $10,433,968 (+5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin87th percentile

Revenue

Up

$23,722,214

Up $12,165,722 (+105%) from 2023

Expenses

Up

$13,328,988

Up $3,126,680 (+31%) from 2023

Net Income

Up

$10,393,226

Up $9,039,042 (+667%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$300M$200M$100M$0Assets 2011: $227,336,863Liabilities 2011: $02011Assets 2012: $213,825,374Liabilities 2012: $02012Assets 2013: $203,526,923Liabilities 2013: $02013Assets 2014: $185,031,505Liabilities 2014: $02014Assets 2015: $187,430,320Liabilities 2015: $02015Assets 2019: $177,340,512Liabilities 2019: $02019Assets 2020: $176,638,868Liabilities 2020: $0Net Assets 2020: $176,638,8682020Assets 2021: $192,978,017Liabilities 2021: $0Net Assets 2021: $192,978,0172021Assets 2022: $195,438,630Liabilities 2022: $0Net Assets 2022: $195,438,6302022Assets 2023: $210,367,347Liabilities 2023: $0Net Assets 2023: $210,367,3472023Assets 2024: $220,801,315Liabilities 2024: $0Net Assets 2024: $220,801,3152024

Highlighted filing

2024

Assets$220,801,315
Liabilities$0
Net Assets$220,801,315
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $115,247,516Expenses 2011: $16,896,046Net Income 2011: $98,351,4702011Revenue 2012: $8,470,942Expenses 2012: $17,349,933Net Income 2012: -$8,878,9912012Revenue 2013: $20,599,825Expenses 2013: $13,339,287Net Income 2013: $7,260,5382013Revenue 2014: $7,961,484Expenses 2014: $31,631,092Net Income 2014: -$23,669,6082014Revenue 2015: $4,291,054Expenses 2015: $6,505,009Net Income 2015: -$2,213,9552015Revenue 2019: $10,293,350Expenses 2019: $8,188,956Net Income 2019: $2,104,3942019Revenue 2020: $12,876,168Expenses 2020: $9,226,547Net Income 2020: $3,649,6212020Revenue 2021: $21,718,732Expenses 2021: $5,579,526Net Income 2021: $16,139,2062021Revenue 2022: $17,509,121Expenses 2022: $1,852,118Net Income 2022: $15,657,0032022Revenue 2023: $11,556,492Expenses 2023: $10,202,308Net Income 2023: $1,354,1842023Revenue 2024: $23,722,214Expenses 2024: $13,328,988Net Income 2024: $10,393,2262024

Highlighted filing

2024

Revenue$23,722,214
Expenses$13,328,988
Net Income$10,393,226
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SIDNEY W SWARTZTrustee-$0--
JEFFREY SWARTZTrustee-$0--
JUDITH SWARTZTrustee-$0--
DANIEL SWARTZOfficer - DreFT$0--
Filing and Contact Details

Filer

Filer Name
Swartz Foundation
EIN
04-3255974
Phone
6176021901
Address
CO FWP 2310 WASHINGTON ST 3RD FL, NEWTON, MA 02462

Signing Officer

Name
Sidney Swartz
Title
Trustee
Phone
6176021901
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Daigle & Associates Llp
Address
91 MONTVALE AVE - SUITE 100, STONEHAM, MA 02180
Preparer
Melissa S Peirce
Phone
6176193350
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0114383
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt052248
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0166631
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017743196
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020986857
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0197434
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0197434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt039743
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01797475
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02356934
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0365587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0385593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt073827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0224973
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0298800
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt027041
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0111336
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0395650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010291550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02223372
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013328988
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt023210229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023722214
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0502891
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02223372
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03540329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014419023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1605838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2437982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05175309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111626127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-166216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3650685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05175309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111626127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-166216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3650685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt026045150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1439622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2650685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3438453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PASSTHROUGH REPORTING FROM INVESTMENT FUND K-1S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CREDIT FUND #1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FOREIGN EXCHANGE GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017286376
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010393226
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt040742
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0220801315
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0210367347
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0220801315
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012604252
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012604252
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012604252
IRS990PF/DistributableAmountGrp/IncomeTaxAmt01053
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012897022
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0291717
IRS990PF/DistributableAmountGrp/TotalTaxAmt0292770
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0177785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0280581
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0190000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0291717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0177785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0291717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0291717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0470581
IRS990PF/FMVAssetsEOYAmt0270214556
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0157155073
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0157195815
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02046323
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02046323
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05434474
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04160015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04039768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt066670652
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt054924381
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt081330948
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04654994
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04337797
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04337797
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0101270719
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0118910857
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0142037778
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt053212274
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt063605500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032336508
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036421942
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036421942
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0210367347
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0220801315
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0270214556
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0210367347
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0220801315
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0210367347
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0220801315
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0261868476
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034974735
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt092371802
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03928027
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0134521939
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012897022
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0257940449
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0261868476
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt042.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt092760
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt016323
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt02302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ForeignAddress/AddressLine1Txt0113 DIZENGOFF ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ForeignAddress/CityNm0TEL AVIV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ForeignAddress/CountryCd0IS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ForeignAddress/ForeignPostalCd06439712
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MICOL DEBASH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0IMPACT MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FIDUCIARY WEALTH PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1CHOATE HALL & STEWART LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2DAIGLE & ASSOCIATES LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0215421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1158327
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2111230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt371577
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt09 YITZCHAK RABIN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0JERUSALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0IS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd09103001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0TAL BECKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3IMPACT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02310 WASHINGTON ST 3RD FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1TWO INTERNATIONAL PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt291 MONTVALE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2STONEHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002462
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd202180
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10

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Filings

Displayed year

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

Open filing
Assets
$220,801,315
Liabilities
$0
Net assets
$220,801,315
Revenue
$23,722,214
Expenses
$13,328,988
Net income
$10,393,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$221$0.00$221$23.7$13.3$10.4
2023Detailed filing. Detailed filing data is available for this year.$210$0.00$210$11.6$10.2$1.35
2022Detailed filing. Detailed filing data is available for this year.$195$0.00$195$17.5$1.85$15.7
2021Detailed filing. Detailed filing data is available for this year.$193$0.00$193$21.7$5.58$16.1
2020Detailed filing. Detailed filing data is available for this year.$177$0.00$177$12.9$9.23$3.65
2019Summary only. Only limited summary data is available for this year.$177$0.00$10.3$8.19$2.10
2015Summary only. Only limited summary data is available for this year.$187$0.00$4.29$6.51$2.21
2014Summary only. Only limited summary data is available for this year.$185$0.00$7.96$31.6$23.7
2013Summary only. Only limited summary data is available for this year.$204$0.00$20.6$13.3$7.26
2012Summary only. Only limited summary data is available for this year.$214$0.00$8.47$17.3$8.88
2011Summary only. Only limited summary data is available for this year.$227$0.00$115$16.9$98.4