Civic Intelligence

Trefler Foundation

990PF • Fiscal year 2021 • EIN 04-3369962

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 26, 2022

Organization Profile

View Organization Page

233 Needham Street 210Newton, MA 02464

(617) 454-1135

Siviq Scores

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

Liabilities / Assets

67th percentile

0.19x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

1.14x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

2nd percentile

-218%

Higher net margin than 2% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$194,517

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

4th percentile

-15%

Faster asset growth than 4% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-67%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$5,946,479

Down $1,066,186 (-15%) from 2020

Net Assets

Down

$4,799,200

Down $2,196,230 (-31%) from 2020

Liabilities

Up

$1,147,279

Up $1,130,044 (+6557%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin2nd percentile

Revenue

Down

$1,009,131

Down $2,087,604 (-67%) from 2020

Expenses

Up

$3,205,361

Up $1,698,037 (+113%) from 2020

Net Income

Down

-$2,196,230

Down $3,785,641 (-238%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2021

Assets$5,946,479
Liabilities$1,147,279
Net Assets$4,799,200
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

2021

Revenue$1,009,131
Expenses$3,205,361
Net Income-$2,196,230
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 26, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SHERMANPresidentFT$194,517-$194,517
ALAN N TREFLERTrusteePT$0--
PAMELA L TREFLERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Trefler Foundation
EIN
04-3369962
Phone
6174541135
Address
233 NEEDHAM STREET 210, NEWTON, MA 02464

Signing Officer

Name
Pamela Trefler
Title
Trustee
Phone
6174541135
Signed
2022-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
500 BOYLSTON STREET, BOSTON, MA 02116
Preparer
Laurie Bencal
Phone
6177610600
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt069674
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt075692
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0291455
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0112580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0171156
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02429
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04857
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt031165
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt062329
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt017809
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt049465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01654734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03205361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01009131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0449734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0870361
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0313
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2196230
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04799200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06995430
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04799200
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0383826
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0383826
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0383826
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0383876
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt050
IRS990PF/DistributableAmountGrp/TotalTaxAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014000
IRS990PF/FMVAssetsEOYAmt06977274
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt013635
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt016848
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0181989
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0120159
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0120159
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01989200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02994725
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04025520
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01130000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0163264
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0179581
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt019607
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt016317
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt016317
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt08000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03600
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0431
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt07171
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt09974
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt09974
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06995430
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04799200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04806698
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02805304
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02805304
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07012665
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05946479
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06977274
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt017235
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01147279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07012665
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05946479
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06995430
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04799200
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07794437
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0151075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07617071
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0116917
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt026291
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0383876
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07677520
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07794437
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt054000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0DR LORANN STALLONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PUBLIC HEALTH CONSULTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01879 CAMPUS DELIVERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0FORT COLLINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd080523
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2194517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALAN N TREFLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAMELA L TREFLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANIEL SHERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,946,479
Liabilities
$1,147,279
Net assets
$4,799,200
Revenue
$1,009,131
Expenses
$3,205,361
Net income
-$2,196,230
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