Civic Intelligence

Abbot & Dorothy H Stevens Foundation

990PF • Fiscal year 2020 • EIN 04-6107991

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 16, 2021

Organization Profile
PO Box 111North Andover, MA 01845

(978) 688-7211

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.40x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

57th percentile

7.7%

Higher net margin than 57% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

48th percentile

4.4%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

0.5%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$22,298,237

Up $933,351 (+4.4%) from 2019

Net Assets

$21,514,884

No earlier filing loaded for comparison.

Liabilities

Up

$783,353

Up $783,353 from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin57th percentile

Revenue

Up

$1,965,052

Up $9,213 (+0.5%) from 2019

Expenses

Up

$1,813,492

Up $150,722 (+9.1%) from 2019

Net Income

Down

$151,560

Down $141,509 (-48%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$30M$20M$10M$0Assets 2011: $19,396,040Liabilities 2011: $02011Assets 2012: $20,035,309Liabilities 2012: $02012Assets 2013: $20,393,245Liabilities 2013: $02013Assets 2014: $20,625,123Liabilities 2014: $02014Assets 2015: $21,667,140Liabilities 2015: $02015Assets 2019: $21,364,886Liabilities 2019: $02019Assets 2020: $22,298,237Liabilities 2020: $783,353Net Assets 2020: $21,514,8842020Assets 2021: $22,398,483Liabilities 2021: $67,891Net Assets 2021: $22,330,5922021Assets 2022: $21,272,598Liabilities 2022: $69,582Net Assets 2022: $21,203,0162022Assets 2023: $20,032,164Liabilities 2023: $108,777Net Assets 2023: $19,923,3872023Assets 2024: $19,897,129Liabilities 2024: $257,203Net Assets 2024: $19,639,9262024

Highlighted filing

2020

Assets$22,298,237
Liabilities$783,353
Net Assets$21,514,884
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,555,684Expenses 2011: $1,258,593Net Income 2011: $297,0912011Revenue 2012: $1,813,052Expenses 2012: $1,173,783Net Income 2012: $639,2692012Revenue 2013: $1,899,340Expenses 2013: $1,541,404Net Income 2013: $357,9362013Revenue 2014: $1,596,010Expenses 2014: $1,364,132Net Income 2014: $231,8782014Revenue 2015: $2,429,696Expenses 2015: $1,387,679Net Income 2015: $1,042,0172015Revenue 2019: $1,955,839Expenses 2019: $1,662,770Net Income 2019: $293,0692019Revenue 2020: $1,965,052Expenses 2020: $1,813,492Net Income 2020: $151,5602020Revenue 2021: $2,677,229Expenses 2021: $1,821,338Net Income 2021: $855,8912021Revenue 2022: $536,310Expenses 2022: $1,628,386Net Income 2022: -$1,092,0762022Revenue 2023: $534,763Expenses 2023: $1,814,392Net Income 2023: -$1,279,6292023Revenue 2024: $1,543,272Expenses 2024: $1,826,733Net Income 2024: -$283,4612024

Highlighted filing

2020

Revenue$1,965,052
Expenses$1,813,492
Net Income$151,560
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 16, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA L MINERTrustee-$0--
DEBORAH D PUTNAMTrustee-$0--
CHRISTOPHER W ROGERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Abbot & Dorothy H Stevens
EIN
04-6107991
Phone
9786887211
Address
PO BOX 111, NORTH ANDOVER, MA 01845

Signing Officer

Name
Joshua L Miner
Title
Trustee
Phone
9786887211
Signed
2021-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Abel Rogers & Sullivan
Address
1 CORPORATE DR, ANDOVER, MA 01810
Preparer
Kevin a Sullivan
Phone
9789753919
Raw XML Appendix370 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05890
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt07419535
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013522052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019789402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE EQUITIES
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0120540
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0336492
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01229627
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01253841
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IRS990PF/DistributableAmountGrp/TotalTaxAmt024214
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024800927
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0381881
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09786887211
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09786887211
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 111
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NORTH ANDOVER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001845
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0PROGRAMMING AND OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1CAPITAL SUPPORT FOR SITE PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2CAPITAL SUPPORT FOR RENOVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3MATCHING CHALLENGE FOR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0GREATER LAWRENCE COMMUNITY BOATING
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1NOTRE DAME CRISTO REY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2GREATER LAWRENCE FAMILY HEALTH CENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3NORTH ANDOVER HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01 EATON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1303 HAVERHILL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2ONE GRIFFIN BROOK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt3153 ACADEMY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0LAWRENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1LAWRENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2METHUEN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3NORTH ANDOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd001843
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd101840
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd201844
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd301845
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01477000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002472
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0165000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01477000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01229627
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01229627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0792319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0641012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0710108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0403124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0248367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0248367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03314997
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0768434
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0792319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0641012
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0710108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0403124
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01998061
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0768434
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03563364
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02794930
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt093500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BOND COST BASIS ADJUSTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM BROKERS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0500000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0562
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDEDUCTIBLE EXPENSE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BBH K-1S 2% FLOOR DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0108000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt093061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0108000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt193061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BBH K-1 ST CAPITAL GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BBH K-1 LT CAPITAL GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc2BBH WEALTH STRATEGIES K-1S
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0187750
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1376686
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0187750
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1376686
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt27072
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BOND COST BASIS ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DUE TO BROKERS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt033353
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1750000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0104911
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0104911
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt15016
TaxesSchedule/TaxesDetail/Amt212964
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2BBH K-1S FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0500
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05016
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112964
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA L MINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09786887211
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ABBOT & DOROTHY H STEVENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ABBO
ReturnHeader/Filer/EIN0046107991
ReturnHeader/Filer/PhoneNum09786887211
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 111
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043073222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABEL ROGERS & SULLIVAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 CORPORATE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001810
ReturnHeader/PreparerPersonGrp/PhoneNum09789753919
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN A SULLIVAN
ReturnHeader/ReturnTs02021-08-19T07:54:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSHUA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MINER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,298,237
Liabilities
$783,353
Net assets
$21,514,884
Revenue
$1,965,052
Expenses
$1,813,492
Net income
$151,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.9$0.26$19.6$1.54$1.83$0.28
2023Detailed filing. Detailed filing data is available for this year.$20.0$0.11$19.9$0.53$1.81$1.28
2022Detailed filing. Detailed filing data is available for this year.$21.3$0.07$21.2$0.54$1.63$1.09
2021Detailed filing. Detailed filing data is available for this year.$22.4$0.07$22.3$2.68$1.82$0.86
2020Detailed filing. Detailed filing data is available for this year.$22.3$0.78$21.5$1.97$1.81$0.15
2019Summary only. Only limited summary data is available for this year.$21.4$0.00$1.96$1.66$0.29
2015Summary only. Only limited summary data is available for this year.$21.7$0.00$2.43$1.39$1.04
2014Summary only. Only limited summary data is available for this year.$20.6$0.00$1.60$1.36$0.23
2013Summary only. Only limited summary data is available for this year.$20.4$0.00$1.90$1.54$0.36
2012Summary only. Only limited summary data is available for this year.$20.0$0.00$1.81$1.17$0.64
2011Summary only. Only limited summary data is available for this year.$19.4$0.00$1.56$1.26$0.30