Civic Intelligence

Hale Memorial Foundation

990PF • Fiscal year 2021 • EIN 04-6039320

Jan 01, 2021 to Dec 31, 2021 • Filed on May 01, 2022

Organization Profile
265 Franklin St Bos-301Boston, MA 02110

(617) 897-1124

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$3,465

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

14th percentile

-6.2%

Faster asset growth than 14% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

69th percentile

44%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$710,688

Down $47,085 (-6.2%) from 2020

Net Assets

Down

$710,688

Down $47,085 (-6.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin11th percentile

Revenue

Up

$121,440

Up $37,028 (+44%) from 2020

Expenses

Up

$163,633

Up $93,961 (+135%) from 2020

Net Income

Down

-$42,193

Down $56,933 (-386%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$1.0M$500K$0Assets 2011: $933,925Liabilities 2011: $02011Assets 2012: $933,714Liabilities 2012: $02012Assets 2013: $896,229Liabilities 2013: $02013Assets 2014: $868,216Liabilities 2014: $02014Assets 2015: $825,761Liabilities 2015: $02015Assets 2019: $743,108Liabilities 2019: $02019Assets 2020: $757,773Liabilities 2020: $0Net Assets 2020: $757,7732020Assets 2021: $710,688Liabilities 2021: $0Net Assets 2021: $710,6882021Assets 2022: $670,963Liabilities 2022: $0Net Assets 2022: $670,9632022Assets 2023: $670,436Liabilities 2023: $0Net Assets 2023: $670,4362023Assets 2024: $674,691Liabilities 2024: $0Net Assets 2024: $674,6912024

Highlighted filing

2021

Assets$710,688
Liabilities$0
Net Assets$710,688
Open 2021 Filing

Operations Trend

Revenue Growth69th percentile

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

$400K$200K$0-$200KRevenue 2011: $391,607Expenses 2011: $98,479Net Income 2011: $293,1282011Revenue 2012: $69,377Expenses 2012: $64,557Net Income 2012: $4,8202012Revenue 2013: $75,993Expenses 2013: $111,164Net Income 2013: -$35,1712013Revenue 2014: $76,620Expenses 2014: $103,373Net Income 2014: -$26,7532014Revenue 2015: $73,129Expenses 2015: $114,336Net Income 2015: -$41,2072015Revenue 2019: $71,592Expenses 2019: $93,672Net Income 2019: -$22,0802019Revenue 2020: $84,412Expenses 2020: $69,672Net Income 2020: $14,7402020Revenue 2021: $121,440Expenses 2021: $163,633Net Income 2021: -$42,1932021Revenue 2022: $88,684Expenses 2022: $121,189Net Income 2022: -$32,5052022Revenue 2023: $96,631Expenses 2023: $107,255Net Income 2023: -$10,6242023Revenue 2024: $109,682Expenses 2024: $110,570Net Income 2024: -$8882024

Highlighted filing

2021

Revenue$121,440
Expenses$163,633
Net Income-$42,193
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 1, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EASTERN BANKTrustee-$3,465-$3,465
Filing and Contact Details

Filer

Filer Name
Hale Memorial Foundation
EIN
04-6039320
Phone
6178971124
Address
265 FRANKLIN ST BOS-301, BOSTON, MA 02110

Signing Officer

Name
James Bonfanti
Title
Vice President
Phone
6178971124
Signed
2022-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd65AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt09644
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt084396
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-54922
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039118
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt039118
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt084396
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03119
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0347
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03465
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060175
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09548
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09644
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-42193
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt027400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt027400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt027400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0252245
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt084396
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030863
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-54922
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt082322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt082322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt082357
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014725
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt027400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt082322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt071141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt090481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0163633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0121344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0121440
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt082322
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010966
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt090481
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0103458
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192012-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282014-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312014-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322014-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-04-28

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,688
Liabilities
$0
Net assets
$710,688
Revenue
$121,440
Expenses
$163,633
Net income
-$42,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$1.10$1.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.97$1.07$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.89$1.21$0.33
2021Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$1.21$1.64$0.42
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.58$0.00$7.58$0.84$0.70$0.15
2019Summary only. Only limited summary data is available for this year.$7.43$0.00$0.72$0.94$0.22
2015Summary only. Only limited summary data is available for this year.$8.26$0.00$0.73$1.14$0.41
2014Summary only. Only limited summary data is available for this year.$8.68$0.00$0.77$1.03$0.27
2013Summary only. Only limited summary data is available for this year.$8.96$0.00$0.76$1.11$0.35
2012Summary only. Only limited summary data is available for this year.$9.34$0.00$0.69$0.65$0.05
2011Summary only. Only limited summary data is available for this year.$9.34$0.00$3.92$0.98$2.93
Peer Organizations

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