Civic Intelligence

Trefler Foundation

990PF • Fiscal year 2024 • EIN 04-3369962

Jan 01, 2024 to Dec 31, 2024 • Filed on May 06, 2025

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

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.88x

Higher debt load relative to revenue than 85% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

5th percentile

-99%

Higher net margin than 5% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$302,021

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

93rd percentile

52%

Faster asset growth than 93% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-4.1%

Faster revenue growth than 26% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$7,658,819

Up $2,617,334 (+52%) from 2023

Net Assets

Up

$6,604,263

Up $1,671,401 (+34%) from 2023

Liabilities

Up

$1,054,556

Up $945,933 (+871%) from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin5th percentile

Revenue

Down

$1,201,703

Down $51,640 (-4.1%) from 2023

Expenses

Up

$2,386,367

Up $616,749 (+35%) from 2023

Net Income

Down

-$1,184,664

Down $668,389 (-129%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2024

Assets$7,658,819
Liabilities$1,054,556
Net Assets$6,604,263
Open 2024 Filing

Operations Trend

Revenue Growth26th 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

2024

Revenue$1,201,703
Expenses$2,386,367
Net Income-$1,184,664
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SHERMANPresidentFT$279,021$23,000$302,021
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
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
53 STATE STREET 17TH FLOOR, BOSTON, MA 02109
Preparer
Laurie Bencal
Phone
6178075000
Raw XML AppendixShowing 400 of 915 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/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05037
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-139554
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02090382
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt028287
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt059552
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0135143
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0284511
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0135780
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0216044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05498
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt072205
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0164616
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt016533
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt064307
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0869660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02386367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02090382
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01201703
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0584660
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01101367
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01397
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02076885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02076885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02077916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc030000 SHS OF PEGASYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02076885
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1184664
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02856065
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06604263
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04932862
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06604263
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0282236
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0282236
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0282236
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0311292
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt029056
IRS990PF/DistributableAmountGrp/TotalTaxAmt029056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt032100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt029056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt029056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt032100
IRS990PF/FMVAssetsEOYAmt07658819
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt024819
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt026188
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt086171
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0114764
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0114764
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03811080
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05778400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05778400
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0173136
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0179581
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt09736
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06445
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06445
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt081158
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt027199
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt027199
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt083804
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt028368
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt015959
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt014182
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt014182
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04932862
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06604263
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01037381
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01717829
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01717829
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05041485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07658819
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07658819
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0108623
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01054556
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05041485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07658819
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04932862
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06604263
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06320640
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0100468
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06172345
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt094810
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt047827
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0311292
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06225830
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06320640
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0190002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt193249
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt023000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt133750
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MA

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,658,819
Liabilities
$1,054,556
Net assets
$6,604,263
Revenue
$1,201,703
Expenses
$2,386,367
Net income
-$1,184,664
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