Civic Intelligence

The Schooner Foundation

990PF • Fiscal year 2020 • EIN 04-3347626

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
60 South Street Suite 1120Boston, MA 02111

(617) 963-5200

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.07x

Higher debt load relative to revenue than 20% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

17th percentile

$128,404

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

51st percentile

6.0%

Faster asset growth than 51% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

337%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$169,403,129

Up $9,645,744 (+6.0%) from 2019

Net Assets

Up

$166,824,060

Up $10,917,736 (+7.0%) from 2019

Liabilities

Down

$2,579,069

Down $1,271,992 (-33%) from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin95th percentile

Revenue

Up

$38,700,900

Up $29,853,239 (+337%) from 2019

Expenses

Down

$9,662,685

Down $880,337 (-8.3%) from 2019

Net Income

Up

$29,038,215

Up $30,733,576 (+1813%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300M$200M$100M$0Assets 2010: $31,497,113Liabilities 2010: $100,720Net Assets 2010: $31,396,3932010Assets 2011: $25,311,041Liabilities 2011: $14,707Net Assets 2011: $25,296,3342011Assets 2012: $24,776,689Liabilities 2012: $30,185Net Assets 2012: $24,746,5042012Assets 2013: $25,520,564Liabilities 2013: $14,564Net Assets 2013: $25,506,0002013Assets 2014: $159,568,845Liabilities 2014: $281,736Net Assets 2014: $159,287,1092014Assets 2015: $118,364,285Liabilities 2015: $21,373Net Assets 2015: $118,342,9122015Assets 2016: $141,320,835Liabilities 2016: $4,606,553Net Assets 2016: $136,714,2822016Assets 2017: $163,668,200Liabilities 2017: $1,722,910Net Assets 2017: $161,945,2902017Assets 2018: $145,960,808Liabilities 2018: $298,343Net Assets 2018: $145,662,4652018Assets 2019: $159,757,385Liabilities 2019: $3,851,061Net Assets 2019: $155,906,3242019Assets 2020: $169,403,129Liabilities 2020: $2,579,069Net Assets 2020: $166,824,0602020Assets 2021: $234,086,951Liabilities 2021: $5,751,519Net Assets 2021: $228,335,4322021Assets 2022: $195,803,404Liabilities 2022: $17,995Net Assets 2022: $195,785,4092022Assets 2023: $248,732,681Liabilities 2023: $8,010,728Net Assets 2023: $240,721,9532023Assets 2024: $253,702,589Liabilities 2024: $7,015,178Net Assets 2024: $246,687,4112024

Highlighted filing

2020

Assets$169,403,129
Liabilities$2,579,069
Net Assets$166,824,060
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $5,398,5232010Expenses 2011: $3,803,5012011Expenses 2012: $4,332,6402012Revenue 2013: $5,061,251Expenses 2013: $4,601,356Net Income 2013: $459,8952013Revenue 2014: $130,242,472Expenses 2014: $7,190,445Net Income 2014: $123,052,0272014Revenue 2015: $6,515,768Expenses 2015: $8,514,136Net Income 2015: -$1,998,3682015Revenue 2016: $6,850,375Expenses 2016: $8,409,177Net Income 2016: -$1,558,8022016Revenue 2017: $69,330,066Expenses 2017: $12,086,163Net Income 2017: $57,243,9032017Revenue 2018: $13,894,708Expenses 2018: $10,053,286Net Income 2018: $3,841,4222018Revenue 2019: $8,847,661Expenses 2019: $10,543,022Net Income 2019: -$1,695,3612019Revenue 2020: $38,700,900Expenses 2020: $9,662,685Net Income 2020: $29,038,2152020Revenue 2021: $101,845,887Expenses 2021: $13,233,150Net Income 2021: $88,612,7372021Revenue 2022: -$13,611,992Expenses 2022: $10,497,010Net Income 2022: -$24,109,0022022Revenue 2023: $17,575,111Expenses 2023: $12,232,922Net Income 2023: $5,342,1892023Revenue 2024: $18,739,313Expenses 2024: $27,723,664Net Income 2024: -$8,984,3512024

Highlighted filing

2020

Revenue$38,700,900
Expenses$9,662,685
Net Income$29,038,215
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia B PettengillExecutive DirectorFT$128,404-$128,404
Cynthia A RyanTrustee/Director-$2,125-$2,125
Vincent J RyanTrusteePT$0--
Carla E MeyerTrustee-$0--
Jennifer RyanTrustee-$0--
Kimberly R DanoTrustee-$0--
Stephanie R DitenhaferTrustee-$0--
Stephen D MaioccoTrustee/Treasurer-$0--
Nicholas L RyanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Schooner Foundation
EIN
04-3347626
Phone
6179635200
Address
60 South Street Suite 1120, Boston, MA 02111

Signing Officer

Name
Stephen Maiocco
Title
Treasurer
Phone
6179635200
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Tonneson & Company PC
Address
401 Edgewater Place Suite 300, Wakefield, MA 01880-6208
Preparer
Heidi E MacLean
Phone
7812459999
Raw XML AppendixShowing 400 of 1,535 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.

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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt0PO Box 29130
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0To Support Sustainable Agriculture, training and to finance assets including technical equipment to be used to develop the farm.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt811960456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95155808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10186448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111428763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125442664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134372610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1415522
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/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Iron Mountain - Expired Options
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Converge Technology Solution
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Crayon Group Holding AS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Credit Analysis and Research
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Somero Enterpries Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Gym Group PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ZooPlus AG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SPX Put Option 1/15/21 3050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Iron Mountain
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Iron Mountain - Options Assigned
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Fourlis SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Glenveagh Properties
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ZooPlus AG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Crayon Group Holding AS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Bow Street SOF XI LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Capital Losses from Pass-Through
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Capital Losses from SAF USA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17Capital Losses from Schooner Kenya
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026060222
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt029038215
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt023277847
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05157368
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0190101907
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0155906324
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0166824060
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06344215
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06344215
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06344215
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06738481
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0394266
IRS990PF/DistributableAmountGrp/TotalTaxAmt0394266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0906950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0401216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0900000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0394266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0906950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0394266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0394266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01301216
IRS990PF/FMVAssetsEOYAmt0169403129
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03851061
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02579069
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt045795405
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt033357386
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt033357386
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07815
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt09978
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt07649
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02163
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02163
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0155906324
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0166824060
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01041138
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0579159
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0579159
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt081661190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt099369006
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt099369006
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031252003
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036095415
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036095415
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0159757385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0169403129
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0169403129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03851061
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02579069
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0159757385
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0169403129
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0155906324
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0166824060
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0136821947
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt037063757
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt099758190
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02052329
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06738481
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0134769618
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0136821947
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Schooner Capital LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt01335383
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment & Administrative Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt060 South Street Suite 1120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt840.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt8128404
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/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
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/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Vincent J Ryan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Carla E Meyer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jennifer Ryan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Cynthia A Ryan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Kimberly R Dano
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Stephanie R Ditenhafer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Stephen D Maiocco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Nicholas L Ryan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Julia B Pettengill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010703 Charleston Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110703 Charleston Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25590 Elk Knob Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3514 Americas Way PMB 16304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42611 Oakland Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52504 Oakland Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt623 Gerloff Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7175 Richdale Ave 103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8505 Common Street Apt H207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Vero Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Vero Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Denver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Box Elder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Nashville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Nashville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Falmouth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Cambridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Belmont
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3SD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032963

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,403,129
Liabilities
$2,579,069
Net assets
$166,824,060
Revenue
$38,700,900
Expenses
$9,662,685
Net income
$29,038,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$254$7.02$247$18.7$27.7$8.98
2023Detailed filing. Detailed filing data is available for this year.$249$8.01$241$17.6$12.2$5.34
2022Detailed filing. Detailed filing data is available for this year.$196$0.02$196$13.6$10.5$24.1
2021Detailed filing. Detailed filing data is available for this year.$234$5.75$228$102$13.2$88.6
2020Detailed filing. Detailed filing data is available for this year.$169$2.58$167$38.7$9.66$29.0
2019Detailed filing. Detailed filing data is available for this year.$160$3.85$156$8.85$10.5$1.70
2018Detailed filing. Detailed filing data is available for this year.$146$0.30$146$13.9$10.1$3.84
2017Detailed filing. Detailed filing data is available for this year.$164$1.72$162$69.3$12.1$57.2
2016Detailed filing. Detailed filing data is available for this year.$141$4.61$137$6.85$8.41$1.56
2015Detailed filing. Detailed filing data is available for this year.$118$0.02$118$6.52$8.51$2.00
2014Detailed filing. Detailed filing data is available for this year.$160$0.28$159$130$7.19$123
2013Detailed filing. Detailed filing data is available for this year.$25.5$0.01$25.5$5.06$4.60$0.46
2012Detailed filing. Detailed filing data is available for this year.$24.8$0.03$24.7$4.33
2011Detailed filing. Detailed filing data is available for this year.$25.3$0.01$25.3$3.80
2010Detailed filing. Detailed filing data is available for this year.$31.5$0.10$31.4$5.40