Civic Intelligence

Gertrude & Edward Swartz Charitable Tr C/O Gilmorerees & Carlson

EIN 04-6045528 • Wellesley, MA

Pub. 78 Eligible
70 Walnut StreetWellesley, MA 02481
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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

<$500k nonprofits • Source year 2025

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 2025

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

3.1%

Faster revenue growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$423,576

Up $90,748 (+27%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$423,576

Up $90,748 (+27%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin89th percentile

Revenue

Up

$176,920

Up $5,336 (+3.1%) from 2024

Expenses

Up

$86,172

Up $10,304 (+14%) from 2024

Net Income

Down

$90,748

Down $4,968 (-5.2%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$600K$400K$200K$0Assets 2011: $377,451Liabilities 2011: $02011Assets 2012: $353,036Liabilities 2012: $0Net Assets 2012: $353,0362012Assets 2013: $325,919Liabilities 2013: $0Net Assets 2013: $325,9192013Assets 2014: $307,975Liabilities 2014: $0Net Assets 2014: $307,9752014Assets 2015: $295,825Liabilities 2015: $0Net Assets 2015: $295,8252015Assets 2016: $265,209Liabilities 2016: $0Net Assets 2016: $265,2092016Assets 2017: $267,734Liabilities 2017: $0Net Assets 2017: $267,7342017Assets 2018: $277,490Liabilities 2018: $0Net Assets 2018: $277,4902018Assets 2019: $264,821Liabilities 2019: $0Net Assets 2019: $264,8212019Assets 2020: $261,106Liabilities 2020: $0Net Assets 2020: $261,1062020Assets 2021: $241,706Liabilities 2021: $0Net Assets 2021: $241,7062021Assets 2022: $213,901Liabilities 2022: $0Net Assets 2022: $213,9012022Assets 2023: $237,112Liabilities 2023: $0Net Assets 2023: $237,1122023Assets 2024: $332,828Liabilities 2024: $0Net Assets 2024: $332,8282024Assets 2025: $423,576Liabilities 2025: $0Net Assets 2025: $423,5762025

Highlighted filing

2025

Assets$423,576
Liabilities$0
Net Assets$423,576
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$200K$100K$0-$100KRevenue 2011: $30,296Expenses 2011: $47,491Net Income 2011: -$17,1952011Expenses 2012: $45,6082012Revenue 2013: $26,470Expenses 2013: $53,587Net Income 2013: -$27,1172013Revenue 2014: $36,132Expenses 2014: $54,076Net Income 2014: -$17,9442014Revenue 2015: $45,769Expenses 2015: $57,919Net Income 2015: -$12,1502015Revenue 2016: $26,506Expenses 2016: $57,122Net Income 2016: -$30,6162016Revenue 2017: $58,363Expenses 2017: $55,838Net Income 2017: $2,5252017Revenue 2018: $66,200Expenses 2018: $56,444Net Income 2018: $9,7562018Revenue 2019: $42,744Expenses 2019: $55,413Net Income 2019: -$12,6692019Revenue 2020: $51,683Expenses 2020: $55,398Net Income 2020: -$3,7152020Revenue 2021: $56,203Expenses 2021: $75,603Net Income 2021: -$19,4002021Revenue 2022: $43,773Expenses 2022: $71,578Net Income 2022: -$27,8052022Revenue 2023: $94,831Expenses 2023: $71,620Net Income 2023: $23,2112023Revenue 2024: $171,584Expenses 2024: $75,868Net Income 2024: $95,7162024Revenue 2025: $176,920Expenses 2025: $86,172Net Income 2025: $90,7482025

Highlighted filing

2025

Revenue$176,920
Expenses$86,172
Net Income$90,748
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$423,576
Liabilities
$0
Net assets
$423,576
Revenue
$176,920
Expenses
$86,172
Net income
$90,748
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$1.77$0.86$0.91
2024Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.72$0.76$0.96
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.95$0.72$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.44$0.72$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.56$0.76$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.52$0.55$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.43$0.55$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.66$0.56$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.58$0.56$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.27$0.57$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.46$0.58$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.36$0.54$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.26$0.54$0.27
2012Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.46
2011Summary only. Only limited summary data is available for this year.$3.77$0.00$0.30$0.47$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits