Civic Intelligence

Edwards Scholarship Fund

990PF • Fiscal year 2017 • EIN 04-6002496

Aug 01, 2016 to Jul 31, 2017 • Filed on May 01, 2018

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.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

5th percentile

-81%

Higher net margin than 5% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$9,374,769

Up $363,347 (+4.0%) from 2016

Net Assets

Up

$9,374,769

Up $363,347 (+4.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Down

$289,105

Down $180,002 (-38%) from 2016

Expenses

Up

$522,338

Up $114,504 (+28%) from 2016

Net Income

Down

-$233,233

Down $294,506 (-481%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2017

Assets$9,374,769
Liabilities$0
Net Assets$9,374,769
Open 2017 Filing

Operations Trend

Revenue Growth7th 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

2017

Revenue$289,105
Expenses$522,338
Net Income-$233,233
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
May 1, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay28th 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
2018-05-01
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 1,670 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/GrossSalesPriceAmt648229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt747666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt84908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt950284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1082449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1247283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1354825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1466806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1524969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1644281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17879693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1846300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1982911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2033164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01000 SHS ALEXANDRIA REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1300 SHS BANKUNITED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27500 SHS BCS WOAUTO INDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350000 SHS CATERPILLAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc450000 SHS CON-EDISON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc512OO SHARES OF CVS HEALTH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64541 SHARES DOUBLELINE TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc74488 SHARES DOUBLELINE TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8462 SHARES DOUBLELINE TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc94735 SHARES DOUBLELINE TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101072 SHARES DUKE ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150000 SHARES ENTERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc124000 SHARES FORD MOTOR CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1350000 SHARES GOLDMAN SACHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14500 SHARES HOME DEPOT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152500 SHARES MS SU AUTO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc162000 SHARES PIMCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17782 SHARES SKYBRIDGE MUL-AD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1841 SHARES SKYBRIDGE MUL-AD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19100 SHS VANGUARD INTERMED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20400 SHARES VANGUARD INTERMEDIATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-26896
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-233233
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02611
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0599191
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09377380
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09011422
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09374769
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0438540
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0438540
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0438540
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0441151
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02611
IRS990PF/DistributableAmountGrp/TotalTaxAmt02611
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02611
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01513
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02611
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02611
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04124
IRS990PF/FMVAssetsEOYAmt09370270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0351153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0541572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0541572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07354400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07740206
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07740206
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04499
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04849
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0584
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0350
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0-4149
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01003657
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0434232
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0434232
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt01500000
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt01500000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt024237
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt05988
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt05988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0277391
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0127097
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0127097
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09011422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09374769
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09370270
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09011422
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09374769
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09011422
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09374769
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt07511422
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt07874769
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0525324
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0525324
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08957384
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0708547
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08248837
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0134361
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0441151
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08823023
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08957384
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/CompensationAmt040377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt114000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt211580
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCOUNTING AND AUDITING FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2LEGAL 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/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NORWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2CONCORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd201742
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

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,374,769
Liabilities
$0
Net assets
$9,374,769
Revenue
$289,105
Expenses
$522,338
Net income
-$233,233
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
2017Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.29$0.52$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2017 filings • $5M-$10M nonprofits