Civic Intelligence

Trefler Foundation

990PF • Fiscal year 2022 • EIN 04-3369962

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 02, 2023

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

63rd percentile

0.08x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.30x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

95th percentile

$280,500

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

4th percentile

-27%

Faster asset growth than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

16%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$4,342,470

Down $1,604,009 (-27%) from 2021

Net Assets

Down

$3,994,717

Down $804,483 (-17%) from 2021

Liabilities

Down

$347,753

Down $799,526 (-70%) from 2021

Revenue

Up

$1,174,387

Up $165,256 (+16%) from 2021

Expenses

Down

$946,785

Down $2,258,576 (-70%) from 2021

Net Income

Up

$227,602

Up $2,423,832 (+110%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$4,342,470
Liabilities$347,753
Net Assets$3,994,717

Operations Trend

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

2022

Revenue$1,174,387
Expenses$946,785
Net Income$227,602
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SHERMANPresidentFT$260,000$20,500$280,500
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
2023-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
500 BOYLSTON STREET, BOSTON, MA 02116
Preparer
Laurie Bencal
Phone
6177610600
Raw XML AppendixShowing 400 of 836 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
AccountingFeesSchedule/AccountingFeesDetail/Amt013514
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt01998-07-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt11998-07-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt21998-12-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt31998-03-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt41998-05-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt51998-07-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt61998-05-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt71998-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt81999-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt91999-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt101999-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt111999-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt121999-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt131999-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142000-05-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152000-02-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162000-02-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172000-05-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182000-03-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192000-04-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt202000-04-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt212002-07-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt222002-07-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt232009-09-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt241998-05-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt252020-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt262020-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt272020-11-30
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5150DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt21200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt22200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt23200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt24200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt25200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt26200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt27200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt03008
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt17018
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt23473
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt31303
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt42672
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5393
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt615827
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt72112
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt86922
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt91010
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt10990
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt113278
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt123602
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt131029
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt147611
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt156705
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt163363
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1710261
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1829257
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt192684
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt203552
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt217259
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt229285
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt233052
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt241433
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt252361
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2616981
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt272745
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt30
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt60
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt70
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt80
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt90
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt100
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt110
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt120
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt130
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt140
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt150
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt160
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt170
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt180
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt190
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt200
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt210
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt220
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt230
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt240
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt25472
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt262426
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt27392
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt45.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt67.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt77.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt85.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt95.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt105.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt115.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt125.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt135.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt145.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt157.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt167.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt177.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt185.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt195.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt205.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt215.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt225.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt235.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt245.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt255.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt267.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt277.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt110
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt130
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt140
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt150
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt160
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt170
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt180
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt190
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt200
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt210
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt220
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt230
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt240
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt250
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt260
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt270
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt03008
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt17018
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23473
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31303
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt42672
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5393
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt615827
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt72112
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt86922
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt91010
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt10990
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt113278
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt123602
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt131029
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt147611
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt156705
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt163363
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1710261
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1829257
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt192684
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt203552
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt217259
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt229285
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt233052
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt241433
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt25866
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt264447
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt27457
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2VOICE MAIL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3PHONES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4COPIER MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5FAX MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6OFFICE FURNIGHINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7ARTWORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8DELL COMPUTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9SUPPLIES INSTALLATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10PALM V'S
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12DELL COMPUTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13FAX MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14JCI PHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15OFFICE FURNIGHINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16OFFICE FURNIGHINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17OFFICE FURNIGHINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22COPIER MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24PHONES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25COMPUTER EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26OFFICE FURNIGHINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27OFFICE FURNIGHINGS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TREFLER FOUNDATION HAS NO KNOWLEDGE OF ANY DIVERSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0EMPOWER OUR CROWN FOUNDATION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0THE GRANTEE'S REPORT OF EXPENDITURES WAS PROVIDED ON AUGUST 30, 2023.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt019931
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt025000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02022-05-11
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0PROJECT SUPPORT FOR THE EMPOWER OUR YOUTH LEADERSHIP PROGRAM, WHICH ARE ACTIVITIES WITHIN THE HISTORIC GRANT PRACTICES OF THE TREFLER FOUNDATION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0VERIFICATION OCCURED WHEN THE LIST OF EXPENDITURES WERE PROVIDED BY THE GRANTEE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt036 BEACON STREET CIR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0MILTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd002186
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02023-08-30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02396800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02396800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PEGASYSTEMS, INC.
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04320
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07013
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt02634
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013967
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt013967
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013514
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0182000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0260000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0225000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01160420
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt03290
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04320
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04320
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0227602
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07013
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07013
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011333
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt028234
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt059439
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0147388
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0310291
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt096855
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0122708
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03635
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt059627
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0111540
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt017127
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0756617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0946785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01174387
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0531617
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0921785
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0386
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0812
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0227602
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02792880
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01760795
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06787597
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04799200
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03994717
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0284741
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0282107
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0284741
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0282265
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt02634
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0158
IRS990PF/DistributableAmountGrp/TotalTaxAmt0158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013950
IRS990PF/FMVAssetsEOYAmt04342470
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt016848
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07061
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0120159
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt084876
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt084876
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02994725
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02396800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02396800
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01130000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0166554
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0179581
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt016317
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt013027
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt013027
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0133690
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0133690
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0431
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0140692
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt09974
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt022440
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt022440
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04799200
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03994717
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02805304
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01691637
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01691637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05946479
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04342470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04342470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01147279
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0347753
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05946479
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04342470
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04799200
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03994717
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05731266
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0102519
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05459631
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt085969
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0169116
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0282265
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05645297
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05731266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0168222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt189300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt252769
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt020500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt120500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt22579
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JESSICA CASTRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1JANET YEAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2EMMA FORMAN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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