Civic Intelligence

Margaret B & Richard R Ramsey Sr Charitable Foundation

EIN 04-3444271 • Lexington, MA

74 Bedford Street 2nd FloorLexington, MA 02420
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-185%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-82%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Using 2022 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$50,914

Up $623 (+1.2%) from 2021

Liabilities

Flat

$1

Flat from 2021

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Down

$3,330

Down $48,930 (-94%) from 2021

Expenses

Down

$2,707

Down $76,460 (-97%) from 2021

Net Income

Up

$623

Up $27,530 (+102%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $231,111Liabilities 2011: $12011Assets 2012: $553,210Liabilities 2012: $02012Assets 2013: $461,242Liabilities 2013: $02013Assets 2014: $350,344Liabilities 2014: $02014Assets 2015: $280,093Liabilities 2015: $02015Assets 2019: $125,189Liabilities 2019: $1Net Assets 2019: $125,1892019Assets 2020: $77,198Liabilities 2020: $0Net Assets 2020: $77,1982020Assets 2021: $50,291Liabilities 2021: $1Net Assets 2021: $50,2912021Assets 2022: $50,914Liabilities 2022: $12022

Latest loaded filing

2022

Assets$50,914
Liabilities$1
Net Assets-
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $120Expenses 2011: $1,487Net Income 2011: -$1,3672011Revenue 2012: $423,586Expenses 2012: $101,487Net Income 2012: $322,0992012Revenue 2013: $14,647Expenses 2013: $105,026Net Income 2013: -$90,3792013Revenue 2014: $55,472Expenses 2014: $103,933Net Income 2014: -$48,4612014Revenue 2015: $7,800Expenses 2015: $78,051Net Income 2015: -$70,2512015Revenue 2019: $6,795Expenses 2019: $1,781Net Income 2019: $5,0142019Revenue 2020: $28,738Expenses 2020: $76,729Net Income 2020: -$47,9912020Revenue 2021: $52,260Expenses 2021: $79,167Net Income 2021: -$26,9072021Revenue 2022: $3,330Expenses 2022: $2,707Net Income 2022: $6232022

Latest loaded filing

2022

Revenue$3,330
Expenses$2,707
Net Income$623
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.03$0.03$0.01
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.50$0.00$0.50$0.52$0.79$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.29$0.77$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.07$0.02$0.05
2015Summary only. Only limited summary data is available for this year.$2.80$0.00$0.08$0.78$0.70
2014Summary only. Only limited summary data is available for this year.$3.50$0.00$0.55$1.04$0.48
2013Summary only. Only limited summary data is available for this year.$4.61$0.00$0.15$1.05$0.90
2012Summary only. Only limited summary data is available for this year.$5.53$0.00$4.24$1.01$3.22
2011Summary only. Only limited summary data is available for this year.$2.31$0.00$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J RAMSEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Margaret B & Richard R Ramsey Sr
EIN
04-3444271
Phone
6178407774
Address
74 BEDFORD STREET 2ND FLOOR, LEXINGTON, MA 02420

Signing Officer

Name
Robert J Ramsey
Title
Trustee
Phone
6174844600
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Adler Blanchard & Associates Llp
Address
27 CAMBRIDGE ST STE 201, BURLINGTON, MA 01803
Preparer
Scott Adler
Phone
7812730075
Raw XML Appendix210 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T12:53:01-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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