Civic Intelligence

Edwards Scholarship Fund

990PF • Fiscal year 2016 • EIN 04-6002496

Aug 01, 2015 to Jul 31, 2016 • Filed on Mar 22, 2017

Organization Profile
89 South Street Suite 603Boston, MA 02111

(617) 737-3400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

54th percentile

2.0%

Faster asset growth than 54% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-64%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$9,011,422

Up $173,576 (+2.0%) from 2015

Net Assets

Up

$9,011,422

Up $173,576 (+2.0%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin73rd percentile

Revenue

Down

$469,107

Down $817,648 (-64%) from 2015

Expenses

Up

$407,834

Up $2,606 (+0.6%) from 2015

Net Income

Down

$61,273

Down $820,254 (-93%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $7,488,713Liabilities 2011: $02011Assets 2012: $7,905,831Liabilities 2012: $3,312Net Assets 2012: $7,902,5192012Assets 2013: $8,598,329Liabilities 2013: $02013Assets 2014: $9,001,767Liabilities 2014: $1Net Assets 2014: $9,001,7672014Assets 2015: $8,837,846Liabilities 2015: $1Net Assets 2015: $8,837,8462015Assets 2016: $9,011,422Liabilities 2016: $0Net Assets 2016: $9,011,4222016Assets 2017: $9,374,769Liabilities 2017: $0Net Assets 2017: $9,374,7692017Assets 2018: $9,790,377Liabilities 2018: $0Net Assets 2018: $9,790,3772018Assets 2019: $10,124,137Liabilities 2019: $0Net Assets 2019: $10,124,1372019Assets 2020: $10,661,661Liabilities 2020: $1Net Assets 2020: $10,661,6612020Assets 2021: $12,460,821Liabilities 2021: $12021Assets 2022: $10,936,430Liabilities 2022: $1Net Assets 2022: $10,936,4302022Assets 2023: $10,679,045Liabilities 2023: $12023Assets 2024: $10,571,573Liabilities 2024: $12024Assets 2025: $10,753,268Liabilities 2025: $0Net Assets 2025: $10,753,2682025

Highlighted filing

2016

Assets$9,011,422
Liabilities$0
Net Assets$9,011,422
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $870,951Expenses 2011: $391,603Net Income 2011: $479,3482011Expenses 2012: $353,3732012Revenue 2013: $470,164Expenses 2013: $344,898Net Income 2013: $125,2662013Revenue 2014: $787,050Expenses 2014: $357,922Net Income 2014: $429,1282014Revenue 2015: $1,286,755Expenses 2015: $405,228Net Income 2015: $881,5272015Revenue 2016: $469,107Expenses 2016: $407,834Net Income 2016: $61,2732016Revenue 2017: $289,105Expenses 2017: $522,338Net Income 2017: -$233,2332017Revenue 2018: $908,168Expenses 2018: $563,926Net Income 2018: $344,2422018Revenue 2019: $1,650,416Expenses 2019: $547,585Net Income 2019: $1,102,8312019Revenue 2020: $2,188,335Expenses 2020: $507,198Net Income 2020: $1,681,1372020Revenue 2021: $2,261,816Expenses 2021: $536,566Net Income 2021: $1,725,2502021Revenue 2022: $905,899Expenses 2022: $548,361Net Income 2022: $357,5382022Revenue 2023: $286,973Expenses 2023: $544,169Net Income 2023: -$257,1962023Revenue 2024: $453,574Expenses 2024: $556,458Net Income 2024: -$102,8842024Revenue 2025: $1,751,443Expenses 2025: $602,431Net Income 2025: $1,149,0122025

Highlighted filing

2016

Revenue$469,107
Expenses$407,834
Net Income$61,273
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Mar 22, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD BONN IIITrusteePT$0--
MARGARET FLANAGANTrusteePT$0--
TIMOTHY BLANKTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Edwards Scholarship Fund
EIN
04-6002496
Phone
6177373400
Address
89 SOUTH STREET SUITE 603, BOSTON, MA 02111

Signing Officer

Name
Timothy C Blank
Title
Trustee
Phone
6177373400
Signed
2017-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Cohen & Havian Llp
Address
7 WEST END WAY, NORWELL, MA 02061
Preparer
Kevin Gatewood CPA
Phone
7813474717
Raw XML AppendixShowing 400 of 1,367 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0300 SHS BLACKROCK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1450 SHS E.I. DUPONT DE NEMOURS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21050 SHS E.I. DUPONT DE NEMOURS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3300 SHS CHEMOURS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42,000 SHS GOLDMAN SACHS GROUP INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52,000 SHS GOLDMAN SACHS GROUP INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6125 SHS HAYLARD HEALTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7500 SHS ILLINOIS TOOL WORKS IN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8800 SHS MCDONALDS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc94,000 SHS ML CAPITAL TRUST FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101,000 SHS ROYAL BANK OF CANADA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111,000 SHS ROYAL BANK OF CANADA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122,800 SHS STARBUCKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13500 WALT DISNEY HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142,600 SHS NEUBERGER BERMAN MLP INC FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc158,000 SHS POWERSHARES LISTED PRIVATE EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc168,312.60 SHS FIDELITY ADV REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1750,000 PAR BANK OF AMERICA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0140778
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt061273
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04124
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0116427
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09015546
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08837846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09011422
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0416046
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0416046
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0416046
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0420170
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04124
IRS990PF/DistributableAmountGrp/TotalTaxAmt04124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt029562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt021314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt029562
IRS990PF/FMVAssetsEOYAmt09011422
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0409570
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0351153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0351153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06950693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07354400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07354400
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04265
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04849
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0971
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0584
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0584
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01237336
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01003657
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01003657
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt01500000
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt01500000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt024237
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt024237
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0239276
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0277390
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0277390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08837846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09011422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09011422
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08837846
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09011422
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08837846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09011422
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt07337846
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt07511422
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08531370
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0255665
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08275705
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0127971
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0420170
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08403399
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08531370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0KATHRYN OSMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt089 SOUTH STREET SUITE 603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd002111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1COHEN & HAVIAN LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2MEGAN & O'SHEA LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3HARMON& ROBERTSON PC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt036583
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt117393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt24962
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt32065
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCOUNTING AND AUDITING FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2LEGAL FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3LEGAL FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0125 HIGH STREET 24TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt17 WEST END WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt230 MONUMENT SQUARE SUITE 214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3400 ATLANTIC AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NORWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2CONCORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd201742
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd302110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BERNARD BONN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET FLANAGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIMOTHY BLANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt089 SOUTH STREET SUITE 603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt189 SOUTH STREET SUITE 603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt289 SOUTH STREET SUITE 603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0344682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0348806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0358141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0312249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0294930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0306670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0345858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08403399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08902817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08050170

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,011,422
Liabilities
$0
Net assets
$9,011,422
Revenue
$469,107
Expenses
$407,834
Net income
$61,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.75$0.60$1.15
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.00$0.45$0.56$0.10
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.00$0.29$0.54$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$0.91$0.55$0.36
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.00$2.26$0.54$1.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$2.19$0.51$1.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$1.65$0.55$1.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.79$0.00$9.79$0.91$0.56$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.37$0.00$9.37$0.29$0.52$0.23
2016Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.47$0.41$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.00$8.84$1.29$0.41$0.88
2014Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.79$0.36$0.43
2013Summary only. Only limited summary data is available for this year.$8.60$0.00$0.47$0.34$0.13
2012Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.90$0.35
2011Summary only. Only limited summary data is available for this year.$7.49$0.00$0.87$0.39$0.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $5M-$10M nonprofits