Civic Intelligence

Joan and Steven Belkin Foundation C/O E Christopher Palmer CPA

EIN 04-3552401 • Boston, MA

One Liberty Sq 13flBoston, MA 02109
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • 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

99th percentile

100%

Higher net margin than 99% 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

63rd percentile

3.5%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-9.1%

Faster revenue growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$297

Up $10 (+3.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$297

Up $10 (+3.5%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin99th percentile

Revenue

Down

$10

Down $1 (-9.1%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Down

$10

Down $1 (-9.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$2.0K$1.5K$1.0K$500$0Assets 2010: $1,864Liabilities 2010: $0Net Assets 2010: $1,8642010Assets 2011: $1,839Liabilities 2011: $0Net Assets 2011: $1,8392011Assets 2012: $812Liabilities 2012: $0Net Assets 2012: $8122012Assets 2013: $779Liabilities 2013: $0Net Assets 2013: $7792013Assets 2014: $746Liabilities 2014: $0Net Assets 2014: $7462014Assets 2015: $713Liabilities 2015: $0Net Assets 2015: $7132015Assets 2016: $680Liabilities 2016: $0Net Assets 2016: $6802016Assets 2017: $647Liabilities 2017: $0Net Assets 2017: $6472017Assets 2018: $651Liabilities 2018: $0Net Assets 2018: $6512018Assets 2019: $519Liabilities 2019: $0Net Assets 2019: $5192019Assets 2020: $441Liabilities 2020: $0Net Assets 2020: $4412020Assets 2021: $407Liabilities 2021: $0Net Assets 2021: $4072021Assets 2022: $276Liabilities 2022: $0Net Assets 2022: $2762022Assets 2023: $287Liabilities 2023: $0Net Assets 2023: $2872023Assets 2024: $297Liabilities 2024: $0Net Assets 2024: $2972024

Highlighted filing

2024

Assets$297
Liabilities$0
Net Assets$297
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$3.0K$2.0K$1.0K$0-$1.0KExpenses 2010: $2,0352010Expenses 2011: $352011Expenses 2012: $1,0352012Revenue 2013: $2Expenses 2013: $35Net Income 2013: -$332013Revenue 2014: $2Expenses 2014: $35Net Income 2014: -$332014Revenue 2015: $2Expenses 2015: $35Net Income 2015: -$332015Revenue 2016: $2Expenses 2016: $35Net Income 2016: -$332016Revenue 2017: $2Expenses 2017: $35Net Income 2017: -$332017Revenue 2018: $4Expenses 2018: $0Net Income 2018: $42018Revenue 2019: $3Expenses 2019: $135Net Income 2019: -$1322019Revenue 2020: $2Expenses 2020: $80Net Income 2020: -$782020Revenue 2021: $1Expenses 2021: $35Net Income 2021: -$342021Revenue 2022: $4Expenses 2022: $135Net Income 2022: -$1312022Revenue 2023: $11Expenses 2023: $0Net Income 2023: $112023Revenue 2024: $10Expenses 2024: $0Net Income 2024: $102024

Highlighted filing

2024

Revenue$10
Expenses$0
Net Income$10
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$297
Liabilities
$0
Net assets
$297
Revenue
$10
Expenses
$0
Net income
$10
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$297$0$297$10$0$10
2023Detailed filing. Detailed filing data is available for this year.$287$0$287$11$0$11
2022Detailed filing. Detailed filing data is available for this year.$276$0$276$4$135$131
2021Detailed filing. Detailed filing data is available for this year.$407$0$407$1$35$34
2020Detailed filing. Detailed filing data is available for this year.$441$0$441$2$80$78
2019Detailed filing. Detailed filing data is available for this year.$519$0$519$3$135$132
2018Detailed filing. Detailed filing data is available for this year.$651$0$651$4$0$4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$647$0$647$2$35$33
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$680$0$680$2$35$33
2015Detailed filing. Detailed filing data is available for this year.$713$0$713$2$35$33
2014Detailed filing. Detailed filing data is available for this year.$746$0$746$2$35$33
2013Detailed filing. Detailed filing data is available for this year.$779$0$779$2$35$33
2012Detailed filing. Detailed filing data is available for this year.$812$0$812$1,035
2011Detailed filing. Detailed filing data is available for this year.$1,839$0$1,839$35
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,864$0$1,864$2,035
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN B BELKINTrustee - As Needed-$0--
JOAN W BELKINTrustee - As Needed-$0--
E CHRISTOPHER PALMERTrustee - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Joan and Steven Belkin Foundation
EIN
04-3552401
Phone
6174882700
Address
ONE LIBERTY SQ 13FL, BOSTON, MA 02109

Signing Officer

Name
Steve Belkin
Title
Trustee
Phone
6174882700
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Capfinancial Partners Llp
Address
4208 SIX FORKS ROAD, RALEIGH, NC 27609-5734
Preparer
Andrew S Kuleszka
Phone
6174882700
Raw XML Appendix229 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2E CHRISTOPHER PALMER
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum06174882700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276095734
ReturnHeader/PreparerPersonGrp/PhoneNum06174882700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW S KULESZKA
ReturnHeader/ReturnTs02025-05-12T12:36:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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