Civic Intelligence

Charles D Meserve Fund Inc

EIN 04-6051611 • 501(c)3 • Newton, MA

Profile

Awards for teaching excellence and scholarships

457 Walnut StreetNewton, MA 02460
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

23rd percentile

-20%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-0.5%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

9.6%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$244,764

Down $1,114 (-0.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$244,764

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin23rd percentile

Revenue

Up

$7,592

Up $664 (+9.6%) from 2024

Expenses

Up

$9,112

Up $4,005 (+78%) from 2024

Net Income

Down

-$1,520

Down $3,341 (-183%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$300K$200K$100K$0Assets 2011: $260,808Liabilities 2011: $02011Assets 2012: $265,984Liabilities 2012: $02012Assets 2013: $270,262Liabilities 2013: $02013Assets 2014: $267,491Liabilities 2014: $02014Assets 2015: $272,145Liabilities 2015: $02015Assets 2016: $271,110Liabilities 2016: $02016Assets 2017: $264,972Liabilities 2017: $02017Assets 2018: $262,555Liabilities 2018: $02018Assets 2019: $263,375Liabilities 2019: $02019Assets 2020: $268,236Liabilities 2020: $02020Assets 2021: $270,727Liabilities 2021: $02021Assets 2023: $247,582Liabilities 2023: $02023Assets 2024: $245,878Liabilities 2024: $02024Assets 2025: $244,764Liabilities 2025: $0Net Assets 2025: $244,7642025

Highlighted filing

2025

Assets$244,764
Liabilities$0
Net Assets$244,764
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

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

$20K$10K$0-$10KRevenue 2011: $5,011Expenses 2011: $7,153Net Income 2011: -$2,1422011Revenue 2012: $5,016Expenses 2012: $3,107Net Income 2012: $1,9092012Revenue 2013: $4,972Expenses 2013: $3,057Net Income 2013: $1,9152013Revenue 2014: $4,532Expenses 2014: $2,638Net Income 2014: $1,8942014Revenue 2015: $4,070Expenses 2015: $2,000Net Income 2015: $2,0702015Revenue 2016: $4,058Expenses 2016: $2,005Net Income 2016: $2,0532016Revenue 2017: $3,912Expenses 2017: $9,206Net Income 2017: -$5,2942017Revenue 2018: $4,788Expenses 2018: $5,373Net Income 2018: -$5852018Revenue 2019: $6,044Expenses 2019: $5,569Net Income 2019: $4752019Revenue 2020: $5,313Expenses 2020: $1,113Net Income 2020: $4,2002020Revenue 2021: $4,559Expenses 2021: $54Net Income 2021: $4,5052021Revenue 2023: $4,983Expenses 2023: $12,857Net Income 2023: -$7,8742023Revenue 2024: $6,928Expenses 2024: $5,107Net Income 2024: $1,8212024Revenue 2025: $7,592Expenses 2025: $9,112Net Income 2025: -$1,5202025

Highlighted filing

2025

Revenue$7,592
Expenses$9,112
Net Income-$1,520
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$244,764
Liabilities
$0
Net assets
$244,764
Revenue
$7,592
Expenses
$9,112
Net income
-$1,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.08$0.09$0.02
2024Summary only. Only limited summary data is available for this year.$2.46$0.00$0.07$0.05$0.02
2023Summary only. Only limited summary data is available for this year.$2.48$0.00$0.05$0.13$0.08
2021Summary only. Only limited summary data is available for this year.$2.71$0.00$0.05$0.00$0.05
2020Summary only. Only limited summary data is available for this year.$2.68$0.00$0.05$0.01$0.04
2019Summary only. Only limited summary data is available for this year.$2.63$0.00$0.06$0.06$0.00
2018Summary only. Only limited summary data is available for this year.$2.63$0.00$0.05$0.05$0.01
2017Summary only. Only limited summary data is available for this year.$2.65$0.00$0.04$0.09$0.05
2016Summary only. Only limited summary data is available for this year.$2.71$0.00$0.04$0.02$0.02
2015Summary only. Only limited summary data is available for this year.$2.72$0.00$0.04$0.02$0.02
2014Summary only. Only limited summary data is available for this year.$2.67$0.00$0.05$0.03$0.02
2013Summary only. Only limited summary data is available for this year.$2.70$0.00$0.05$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$2.66$0.00$0.05$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$2.61$0.00$0.05$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Apr 26, 2025
Return Version
2024v5.0
Gross Receipts
$7,592
Mission and Program Overview

Mission

Awards for teaching excellence and scholarships

Program Services

DescriptionGrantsExpenses
Award dinner$0$4,078
Studet and teacher awards$0$3,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henry TurnerPresident-$0--
April SteinTreasurer-$0--
Judith Malone-NevilleSecretary-$0--
Amy WinstonTrustee-$0--
Jennifer PriceTrustee-$0--
Elisse GhitelmanTrustee-$0--
Jeffrey LiebmanTrustee-$0--
Thomas FabianTrustee-$0--
Dennis KlemTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles D Meserve Fund Inc
EIN
04-6051611
Phone
6175596200
Address
457 Walnut Street, Newton, MA 02460

Signing Officer

Name
April Stein
Title
Treasurer
Phone
6178514186
Signed
2025-04-26
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Scholarships paid: $3,000”

Form 990-EZ, Part I, Line 16

“Tax preparation: $1500; Filing fees: $225; Insurance: $255; Team building: $4132”

Form 990-EZ, Part I, Line 20

“Unrealized gain on investments: $406”

Raw XML Appendix201 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newton
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Henry Turner
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0406
IRS990EZ/OtherExpensesTotalAmt06112
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04078
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13000
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The supported organization, Newton North High School, is a local governmental unit as described in section 170(b)(1)(A)(v)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section A, Line 2
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt09112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships paid: $3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tax preparation: $1500; Filing fees: $225; Insurance: $255; Team building: $4132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized gain on investments: $406
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0April Stein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06178514186
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES D MESERVE FUND INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Newton North HIgh School
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0046051611
ReturnHeader/Filer/PhoneNum06175596200
ReturnHeader/Filer/USAddress/AddressLine1Txt0457 Walnut Street
ReturnHeader/Filer/USAddress/CityNm0Newton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002460
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-04-30T13:28:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits