Civic Intelligence

Trefler Foundation

990PF • Fiscal year 2012 • EIN 04-3369962

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 06, 2013

Organization Profile

View Organization Page

233 Needham Street No 42002464
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

100th percentile

$132,500

Higher top officer pay than 100% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

94th percentile

68%

Faster asset growth than 94% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$781,177

Up $316,916 (+68%) from 2011

Net Assets

Up

$781,177

Up $316,916 (+68%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$441,264

Up $110,154 (+33%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $791,922Liabilities 2010: $0Net Assets 2010: $791,9222010Assets 2011: $464,261Liabilities 2011: $0Net Assets 2011: $464,2612011Assets 2012: $781,177Liabilities 2012: $0Net Assets 2012: $781,1772012Assets 2013: $3,360,467Liabilities 2013: $0Net Assets 2013: $3,360,4672013Assets 2014: $5,592,121Liabilities 2014: $02014Assets 2015: $5,214,146Liabilities 2015: $53,069Net Assets 2015: $5,161,0772015Assets 2016: $5,178,955Liabilities 2016: $59,215Net Assets 2016: $5,119,7402016Assets 2017: $4,672,805Liabilities 2017: $50,975Net Assets 2017: $4,621,8302017Assets 2019: $5,451,163Liabilities 2019: $45,144Net Assets 2019: $5,406,0192019Assets 2020: $7,012,665Liabilities 2020: $17,235Net Assets 2020: $6,995,4302020Assets 2021: $5,946,479Liabilities 2021: $1,147,279Net Assets 2021: $4,799,2002021Assets 2022: $4,342,470Liabilities 2022: $347,753Net Assets 2022: $3,994,7172022Assets 2023: $5,041,485Liabilities 2023: $108,623Net Assets 2023: $4,932,8622023Assets 2024: $7,658,819Liabilities 2024: $1,054,556Net Assets 2024: $6,604,2632024

Highlighted filing

2012

Assets$781,177
Liabilities$0
Net Assets$781,177
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $239,0882010Expenses 2011: $331,1102011Expenses 2012: $441,2642012Revenue 2013: $3,328,773Expenses 2013: $748,791Net Income 2013: $2,579,9822013Revenue 2014: $1,965,100Expenses 2014: $925,098Net Income 2014: $1,040,0022014Revenue 2015: $742,294Expenses 2015: $1,172,128Net Income 2015: -$429,8342015Revenue 2016: $1,399,384Expenses 2016: $1,439,984Net Income 2016: -$40,6002016Revenue 2017: $716,323Expenses 2017: $1,212,208Net Income 2017: -$495,8852017Revenue 2019: $2,062,730Expenses 2019: $1,737,173Net Income 2019: $325,5572019Revenue 2020: $3,096,735Expenses 2020: $1,507,324Net Income 2020: $1,589,4112020Revenue 2021: $1,009,131Expenses 2021: $3,205,361Net Income 2021: -$2,196,2302021Revenue 2022: $1,174,387Expenses 2022: $946,785Net Income 2022: $227,6022022Revenue 2023: $1,253,343Expenses 2023: $1,769,618Net Income 2023: -$516,2752023Revenue 2024: $1,201,703Expenses 2024: $2,386,367Net Income 2024: -$1,184,6642024

Highlighted filing

2012

Revenue-
Expenses$441,264
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 6, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE H GREENPresidentFT$132,500-$132,500
ALAN N TREFLERTrustee-$0--
PAMELA L TREFLERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWORLDREADERUNRESTRICTED CHARITABLE GIFT501(C)(3)SAN FRANCISCO, CA, US$78,767
Paid GrantDR ROBERT OUKO MEMORIAL LIBRARYUNRESTRICTED CHARITABLE GIFT501(C)(3)MARIETTA, GA, US$50,000
Paid GrantMARIN COUNTY RECOVERY PROJECTUNRESTRICTED CHARITABLE GIFT501(C)(3)SAN RAFAEL, CA, US$10,000
Paid GrantPANMASS CHALLENGEUNRESTRICTED CHARITABLE GIFT501(C)(3)NEEDHAM, MA, US$6,000
Paid GrantSCI SOCIAL CAPITAL INCUNRESTRICTED CHARITABLE GIFT501(C)(3)WOBURN, MA, US$5,000
Paid GrantBOSTON ROTARYUNRESTRICTED CHARITABLE GIFT501(C)(3)BOSTON, MA, US$5,000
Filing and Contact Details

Filer

EIN
04-3369962
Raw XML AppendixShowing 400 of 757 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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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0855
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0782032
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0464261
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0781177
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0111463
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0111463
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0111463
IRS990PF/DistributableAmount/MinimumInvestmentReturn0125413
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome013950
IRS990PF/DistributableAmount/TotalTax013950
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02450
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02450
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal013950
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome013950
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments016400
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02867533
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02546461
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0834651
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01703566
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable038197
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets08244
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0125413
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02508264
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02546461
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition240.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation2132500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALAN N TREFLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PAMELA L TREFLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHRISTINE H GREEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1036 GREEN HILL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1136 GREEN HILL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12173 PERHAM STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BROOKLINE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0278859
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.111176
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.048029
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.108142
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.130686
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.206931
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02508264
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102207508
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201381449
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301050012
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40635089
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50500269
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome06975
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0246951
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10137070
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2066349
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30113550
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4082997
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50103521
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.555881

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$781,177
Liabilities
$0
Net assets
$781,177
Revenue
-
Expenses
$441,264
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$7.66$1.05$6.60$1.20$2.39$1.18
2023Detailed filing. Detailed filing data is available for this year.$5.04$0.11$4.93$1.25$1.77$0.52
2022Detailed filing. Detailed filing data is available for this year.$4.34$0.35$3.99$1.17$0.95$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.95$1.15$4.80$1.01$3.21$2.20
2020Detailed filing. Detailed filing data is available for this year.$7.01$0.02$7.00$3.10$1.51$1.59
2019Detailed filing. Detailed filing data is available for this year.$5.45$0.05$5.41$2.06$1.74$0.33
2017Detailed filing. Detailed filing data is available for this year.$4.67$0.05$4.62$0.72$1.21$0.50
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.06$5.12$1.40$1.44$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.21$0.05$5.16$0.74$1.17$0.43
2014Summary only. Only limited summary data is available for this year.$5.59$0.00$1.97$0.93$1.04
2013Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$3.33$0.75$2.58
2012Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.44
2011Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.33
2010Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.24