Civic Intelligence

Albert & Amelia Ferst Charitable

EIN 04-3490346 • Wilbraham, MA

CO Patricia Kanzinger 29 MillbrookWilbraham, MA 01095
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

196%

Faster revenue growth than 93% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,040,081

Up $17,833 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,040,081

Up $17,833 (+1.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin70th percentile

Revenue

Up

$88,637

Up $58,675 (+196%) from 2023

Expenses

Up

$70,804

Up $1,289 (+1.9%) from 2023

Net Income

Up

$17,833

Up $57,386 (+145%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $935,149Liabilities 2011: $02011Assets 2012: $916,260Liabilities 2012: $02012Assets 2013: $1,016,797Liabilities 2013: $298Net Assets 2013: $1,016,4992013Assets 2014: $1,036,701Liabilities 2014: $0Net Assets 2014: $1,036,7012014Assets 2015: $1,004,502Liabilities 2015: $02015Assets 2016: $995,565Liabilities 2016: $0Net Assets 2016: $995,5652016Assets 2017: $989,670Liabilities 2017: $0Net Assets 2017: $989,6702017Assets 2018: $1,061,685Liabilities 2018: $0Net Assets 2018: $1,061,6852018Assets 2019: $1,055,657Liabilities 2019: $0Net Assets 2019: $1,055,6572019Assets 2020: $1,010,691Liabilities 2020: $0Net Assets 2020: $1,010,6912020Assets 2021: $1,078,015Liabilities 2021: $0Net Assets 2021: $1,078,0152021Assets 2022: $1,061,801Liabilities 2022: $0Net Assets 2022: $1,061,8012022Assets 2023: $1,022,248Liabilities 2023: $0Net Assets 2023: $1,022,2482023Assets 2024: $1,040,081Liabilities 2024: $0Net Assets 2024: $1,040,0812024

Highlighted filing

2024

Assets$1,040,081
Liabilities$0
Net Assets$1,040,081
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100KRevenue 2011: $26,331Expenses 2011: $48,629Net Income 2011: -$22,2982011Revenue 2012: $26,667Expenses 2012: $45,556Net Income 2012: -$18,8892012Revenue 2013: $167,060Expenses 2013: $51,314Net Income 2013: $115,7462013Revenue 2014: $100,438Expenses 2014: $57,139Net Income 2014: $43,2992014Revenue 2015: $30,571Expenses 2015: $62,770Net Income 2015: -$32,1992015Revenue 2016: $55,844Expenses 2016: $64,781Net Income 2016: -$8,9372016Revenue 2017: $61,464Expenses 2017: $67,359Net Income 2017: -$5,8952017Revenue 2018: $142,340Expenses 2018: $70,325Net Income 2018: $72,0152018Revenue 2019: $55,155Expenses 2019: $61,183Net Income 2019: -$6,0282019Revenue 2020: $29,246Expenses 2020: $68,736Net Income 2020: -$39,4902020Revenue 2021: $143,605Expenses 2021: $71,836Net Income 2021: $71,7692021Revenue 2022: $60,010Expenses 2022: $79,541Net Income 2022: -$19,5312022Revenue 2023: $29,962Expenses 2023: $69,515Net Income 2023: -$39,5532023Revenue 2024: $88,637Expenses 2024: $70,804Net Income 2024: $17,8332024

Highlighted filing

2024

Revenue$88,637
Expenses$70,804
Net Income$17,833
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,040,081
Liabilities
$0
Net assets
$1,040,081
Revenue
$88,637
Expenses
$70,804
Net income
$17,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.09$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.14$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.14$0.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.06$0.01
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$0.03$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.06$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.17$0.05$0.12
2012Summary only. Only limited summary data is available for this year.$0.92$0.00$0.03$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.03$0.05$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA KANZINGERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALBERT & AMELIA FERST OPERATING FOUNDATIONGENERALPUBLICWESTFIELD, MA, US$58,000
Paid GrantTLJ FOUNDATIONGENERALPUBLICWEST SPRINGFIELD, MA, US$1,000
Filing and Contact Details

Filer

Filer Name
Albert and Amelia Ferst Charitable
EIN
04-3490346
Phone
4137391800
Address
CO PATRICIA KANZINGER 29 MILLBROOK, WILBRAHAM, MA 01095

Signing Officer

Name
Patricia Kanzinger
Title
Trustee
Phone
4137391800
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Mp Pc
Address
ONE MONARCH PLACE, SPRINGFIELD, MA 01144
Preparer
Timothy Provost
Phone
4137391800
Raw XML Appendix306 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/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PATRICIA KANZINGER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04135964659
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt029 MILLBROOK DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WILBRAHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001095
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0IT IS ANTICIPATED THAT THE FOUNDATION WILL MAKE DISTRIBUTIONS TO VARIOUS CHARITIES LOCATED INSIDE OR OUTSIDE OF THE COMMUNITY IN WHICH THE FOUNDATION IS LOCATED. NO SCHOLARSHIP OR STUDENT AID WILL BE GRANTED DIRECTLY TO ANY INDIVIDUALS. HOWEVER SPECIAL ATTENTION WILL BE GIVEN TO SUPPORT AMELIA PARK IN SAID WESTFIELD AND PROGRAMMING THEREFORE AND ALSO CERTAIN CHARITIES LOCATED IN SAID WESTFIELD WHICH AID OR SUPPORT CHILDREN, THE DISABLED OR HANDICAPPED, AND THE DISADVANTAGED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0PRIOR TO TRUSTEE MEETINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt058000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALBERT & AMELIA FERST OPERATING FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TLJ FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O AMELIA PARK ICE ARENA GARDEN 21
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1250 DEWEY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0S BROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101089
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt059000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt059000
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt067561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01793
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt059000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt01793
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02677
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01793
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt067561
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt061677
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07904
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES - CHARLES SCHWAB (GW&K)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03952
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/Amt1945
TaxesSchedule/TaxesDetail/CategoryTxt0MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1945
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA KANZINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04137391800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT AND AMELIA FERST CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0043490346
ReturnHeader/Filer/PhoneNum04137391800
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO PATRICIA KANZINGER 29 MILLBROOK
ReturnHeader/Filer/USAddress/CityNm0WILBRAHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001095
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043191789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MONARCH PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001144
ReturnHeader/PreparerPersonGrp/PhoneNum04137391800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY PROVOST
ReturnHeader/ReturnTs02025-05-13T12:53:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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