Civic Intelligence

Isadore Forbes Benevolent Fund

EIN 04-6057842 • 501(c)3 • Newtonville, MA

Profile

Fraternal benevolent financial assistance

302 Walnut Street PO Box 600583Newtonville, MA 02460

n/A

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

36th percentile

-5.3%

Higher net margin than 36% 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

58th percentile

1.8%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

41st percentile

-11%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$292,451

Up $5,048 (+1.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$292,451

Up $5,048 (+1.8%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin36th percentile

Revenue

Down

$27,012

Down $3,368 (-11%) from 2024

Expenses

Up

$28,436

Up $9,438 (+50%) from 2024

Net Income

Down

-$1,424

Down $12,806 (-113%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2009: $172,783Liabilities 2009: $0Net Assets 2009: $172,7832009Assets 2010: $168,160Liabilities 2010: $02010Assets 2011: $134,496Liabilities 2011: $02011Assets 2012: $148,450Liabilities 2012: $02012Assets 2013: $163,459Liabilities 2013: $02013Assets 2014: $174,960Liabilities 2014: $02014Assets 2015: $209,186Liabilities 2015: $02015Assets 2016: $220,778Liabilities 2016: $0Net Assets 2016: $220,7782016Assets 2017: $221,603Liabilities 2017: $0Net Assets 2017: $221,6032017Assets 2018: $186,717Liabilities 2018: $0Net Assets 2018: $186,7172018Assets 2019: $214,671Liabilities 2019: $0Net Assets 2019: $214,6712019Assets 2020: $182,327Liabilities 2020: $0Net Assets 2020: $182,3272020Assets 2021: $230,862Liabilities 2021: $0Net Assets 2021: $230,8622021Assets 2022: $263,031Liabilities 2022: $0Net Assets 2022: $263,0312022Assets 2023: $236,518Liabilities 2023: $0Net Assets 2023: $236,5182023Assets 2024: $287,403Liabilities 2024: $0Net Assets 2024: $287,4032024Assets 2025: $292,451Liabilities 2025: $0Net Assets 2025: $292,4512025

Highlighted filing

2025

Assets$292,451
Liabilities$0
Net Assets$292,451
Open 2025 Filing

Operations Trend

Revenue Growth41st percentile

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

$100K$50K$0-$50KRevenue 2009: $17,468Expenses 2009: $45,124Net Income 2009: -$27,6562009Revenue 2010: $41,008Expenses 2010: $45,631Net Income 2010: -$4,6232010Revenue 2011: $15,509Expenses 2011: $49,173Net Income 2011: -$33,6642011Revenue 2012: $37,181Expenses 2012: $23,227Net Income 2012: $13,9542012Revenue 2013: $44,528Expenses 2013: $29,519Net Income 2013: $15,0092013Revenue 2014: $57,769Expenses 2014: $46,268Net Income 2014: $11,5012014Revenue 2015: $65,694Expenses 2015: $31,468Net Income 2015: $34,2262015Revenue 2016: $37,726Expenses 2016: $36,685Net Income 2016: $1,0412016Revenue 2017: $37,905Expenses 2017: $37,080Net Income 2017: $8252017Revenue 2018: $23,996Expenses 2018: $49,320Net Income 2018: -$25,3242018Revenue 2019: $46,796Expenses 2019: $22,450Net Income 2019: $24,3462019Revenue 2020: $22,182Expenses 2020: $26,264Net Income 2020: -$4,0822020Revenue 2021: $27,054Expenses 2021: $2,728Net Income 2021: $24,3262021Revenue 2022: $31,890Expenses 2022: $12,421Net Income 2022: $19,4692022Revenue 2023: $16,382Expenses 2023: $32,876Net Income 2023: -$16,4942023Revenue 2024: $30,380Expenses 2024: $18,998Net Income 2024: $11,3822024Revenue 2025: $27,012Expenses 2025: $28,436Net Income 2025: -$1,4242025

Highlighted filing

2025

Revenue$27,012
Expenses$28,436
Net Income-$1,424
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$292,451
Liabilities
$0
Net assets
$292,451
Revenue
$27,012
Expenses
$28,436
Net income
-$1,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.27$0.28$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.30$0.19$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.16$0.33$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.32$0.12$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.27$0.03$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.22$0.26$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.47$0.22$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.24$0.49$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.38$0.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.38$0.37$0.01
2015Summary only. Only limited summary data is available for this year.$2.09$0.00$0.66$0.31$0.34
2014Summary only. Only limited summary data is available for this year.$1.75$0.00$0.58$0.46$0.12
2013Summary only. Only limited summary data is available for this year.$1.63$0.00$0.45$0.30$0.15
2012Summary only. Only limited summary data is available for this year.$1.48$0.00$0.37$0.23$0.14
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$0.16$0.49$0.34
2010Summary only. Only limited summary data is available for this year.$1.68$0.00$0.41$0.46$0.05
2009Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.17$0.45$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Sep 8, 2025
Return Version
2024v5.2
Gross Receipts
$27,012
Mission and Program Overview

Mission

Fraternal benevolent financial assistance

Program Services

DescriptionGrantsExpenses
FRATERNAL BENEVOLENT FINANCIAL ASSISTANCE$0$23,678
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD A FOWLERTreasurer-$0--
CAROL L JONESPresident-$0--
MARION J MCPHEESecretary-$0--
KITA GONYEATrustee-$0--
MARTIN J HOGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Isadore Forbes Benevolent Fund
EIN
04-6057842
Phone
6176940312
Address
302 WALNUT STREET PO BOX 600583, NEWTONVILLE, MA 02460

Signing Officer

Name
Ronald a Fowler
Title
Treasurer
Phone
6176940312
Signed
2025-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Gerald T Reilly & Company
Address
424 ADAMS STREET, MILTON, MA 02186
Preparer
Jayme F Moore CPA
Phone
6176968900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: gain on sale of investments. Amount: 7,431. Description: dividends and interest. Amount: 5,532. Total included on form 990-ez, line 4: 12,963.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative expense. Amount: 2,120. Description: temporary relief. Amount: 23,678. Description: investment fees. Amount: 2,638. Total to form 990-ez, line 16: 28,436.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: change in market value of investments - unrealized gain. Amount: 6,472.”

Raw XML Appendix156 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/PersonNm0RONALD A FOWLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09788074058
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt037 BUCKBOARD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001886
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0287403
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0292451
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014049
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1424
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0287403
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0292451
IRS990EZ/GrossReceiptsAmt027012
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt012963
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0287403
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0292451
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0287403
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0292451
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONALD A FOWLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL L JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARION J MCPHEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KITA GONYEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTIN J HOGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt06472
IRS990EZ/OtherExpensesTotalAmt028436
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL BENEVOLENT FINANCIAL ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FRATERNAL BENEVOLENT FINANCIAL ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023678
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028436
IRS990EZ/TotalProgramServiceExpensesAmt023678
IRS990EZ/TotalRevenueAmt027012
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt089313
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03233
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017106
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt033478
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62390
IRS990ScheduleA/PublicSupportPY170Pct00.59880
IRS990ScheduleA/PublicSupportTotal170Amt076612
IRS990ScheduleA/SubstantialContributorsTotAmt012701
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022752
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09948
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt089313
IRS990ScheduleA/TotalSupportAmt0122791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GAIN ON SALE OF INVESTMENTS. AMOUNT: 7,431. DESCRIPTION: DIVIDENDS AND INTEREST. AMOUNT: 5,532. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 12,963.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE EXPENSE. AMOUNT: 2,120. DESCRIPTION: TEMPORARY RELIEF. AMOUNT: 23,678. DESCRIPTION: INVESTMENT FEES. AMOUNT: 2,638. TOTAL TO FORM 990-EZ, LINE 16: 28,436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CHANGE IN MARKET VALUE OF INVESTMENTS - UNREALIZED GAIN. AMOUNT: 6,472.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06176940312
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISADORE FORBES BENEVOLENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0ISAD
ReturnHeader/Filer/EIN0046057842
ReturnHeader/Filer/PhoneNum06176940312
ReturnHeader/Filer/USAddress/AddressLine1Txt0302 WALNUT STREET PO BOX 600583
ReturnHeader/Filer/USAddress/CityNm0NEWTONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002460
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042513210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GERALD T REILLY & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0424 ADAMS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002186
ReturnHeader/PreparerPersonGrp/PhoneNum06176968900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYME F MOORE CPA
ReturnHeader/ReturnTs02025-09-09T10:16:40-05:00
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