Civic Intelligence

Trefler Foundation

990PF • Fiscal year 2023 • EIN 04-3369962

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 28, 2024

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

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.09x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

15th percentile

-41%

Higher net margin than 15% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$273,250

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

6.7%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$5,041,485

Up $699,015 (+16%) from 2022

Net Assets

Up

$4,932,862

Up $938,145 (+23%) from 2022

Liabilities

Down

$108,623

Down $239,130 (-69%) from 2022

Revenue

Up

$1,253,343

Up $78,956 (+6.7%) from 2022

Expenses

Up

$1,769,618

Up $822,833 (+87%) from 2022

Net Income

Down

-$516,275

Down $743,877 (-327%) from 2022

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

2023

Assets$5,041,485
Liabilities$108,623
Net Assets$4,932,862

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

2023

Revenue$1,253,343
Expenses$1,769,618
Net Income-$516,275
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 28, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SHERMANPresidentFT$250,750$22,500$273,250
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
2024-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
500 BOYLSTON STREET, BOSTON, MA 02116
Preparer
Laurie Bencal
Phone
6177610600
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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/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0125979
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0265218
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt075432
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0280548
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05370
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt058031
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0140244
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt016009
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036203
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01169920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01769618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01081194
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01253343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0484420
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01084118
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01388
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0550670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1502741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0550670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1502741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0550697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1502763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc012000 SHS OF PEGASYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110000 SHS OF PEGASYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01053411
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-516275
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01454420
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04932862
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03994717
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04932862
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0214516
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0214516
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0214516
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0229545
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015029
IRS990PF/DistributableAmountGrp/TotalTaxAmt015029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07763
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07763
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022792
IRS990PF/FMVAssetsEOYAmt05041485
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07061
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt024819
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt084876
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt086171
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt086171
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02396800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03811080
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03811080
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0169845
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0179581
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt013027
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt09736
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt09736
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0133690
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt081158
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt081158
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0140692
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt083804
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt022440
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt015959
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt015959
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03994717
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04932862
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01691637
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01037381
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01037381
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04342470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05041485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05041485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0347753
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0108623
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04342470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05041485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03994717
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04932862
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04660818
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt085524
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04468449
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt069912
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0106845
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0229545
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04590906
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04660818
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0171107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt190451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt022500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt122500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JESSICA CASTRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1JANET YEAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP, PROGRAMS & OPERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0233 NEEDHAM STREET SUITE 210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1233 NEEDHAM STREET SUITE 210

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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