Civic Intelligence

One World Fund Tr

990PF • Fiscal year 2025 • EIN 04-6485766

Jan 01, 2025 to Dec 31, 2025 • Filed on Feb 11, 2026

Organization Profile
38 Essex StreetAndover, MA 01810

(978) 474-4201

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Net Margin

9th percentile

-21%

Higher net margin than 9% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$160,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2025 filings • $10M-$25M nonprofits • Source year 2025

Asset Growth

30th percentile

-0.0%

Faster asset growth than 30% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

130%

Faster revenue growth than 94% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$11,321,797

Down $4,402 (-0.0%) from 2024

Net Assets

Down

$11,321,797

Down $4,402 (-0.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin9th percentile

Revenue

Up

$1,257,108

Up $710,704 (+130%) from 2024

Expenses

Down

$1,519,695

Down $11,021 (-0.7%) from 2024

Net Income

Up

-$262,587

Up $721,725 (+73%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,411,154Liabilities 2011: $02011Assets 2012: $3,304,682Liabilities 2012: $02012Assets 2013: $14,360,166Liabilities 2013: $02013Assets 2014: $14,126,510Liabilities 2014: $02014Assets 2015: $13,673,480Liabilities 2015: $02015Assets 2019: $14,693,462Liabilities 2019: $02019Assets 2020: $13,740,233Liabilities 2020: $0Net Assets 2020: $13,740,2332020Assets 2021: $13,355,300Liabilities 2021: $0Net Assets 2021: $13,355,3002021Assets 2022: $12,599,522Liabilities 2022: $0Net Assets 2022: $12,599,5222022Assets 2023: $12,106,801Liabilities 2023: $0Net Assets 2023: $12,106,8012023Assets 2024: $11,326,199Liabilities 2024: $0Net Assets 2024: $11,326,1992024Assets 2025: $11,321,797Liabilities 2025: $0Net Assets 2025: $11,321,7972025

Highlighted filing

2025

Assets$11,321,797
Liabilities$0
Net Assets$11,321,797
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $398,728Expenses 2011: $310,088Net Income 2011: $88,6402011Revenue 2012: $233,663Expenses 2012: $328,604Net Income 2012: -$94,9412012Revenue 2013: $11,786,847Expenses 2013: $731,363Net Income 2013: $11,055,4842013Revenue 2014: $1,031,335Expenses 2014: $1,249,808Net Income 2014: -$218,4732014Revenue 2015: $792,778Expenses 2015: $1,238,523Net Income 2015: -$445,7452015Revenue 2019: $2,873,135Expenses 2019: $1,139,837Net Income 2019: $1,733,2982019Revenue 2020: $102,275Expenses 2020: $1,055,504Net Income 2020: -$953,2292020Revenue 2021: $788,276Expenses 2021: $1,173,209Net Income 2021: -$384,9332021Revenue 2022: $637,318Expenses 2022: $1,393,096Net Income 2022: -$755,7782022Revenue 2023: $842,946Expenses 2023: $1,335,667Net Income 2023: -$492,7212023Revenue 2024: $546,404Expenses 2024: $1,530,716Net Income 2024: -$984,3122024Revenue 2025: $1,257,108Expenses 2025: $1,519,695Net Income 2025: -$262,5872025

Highlighted filing

2025

Revenue$1,257,108
Expenses$1,519,695
Net Income-$262,587
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 11, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD HEALEYTrusteePT$160,000-$160,000
DIANA DEVEGHTrusteePT$140,000-$140,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE PUBLIC THEATERPROGRAM SUPPORT FOR THE PUBLIC WORKS PROGRAM.-NEW YORK, NY, US$129,422
Paid GrantFSISIDISSENTGENERAL OPERATING SUPPORT-NEW YORK, NY, US$90,559
Paid GrantNATIONAL ECONOMIC AND SOCIAL RIGHTS INITIATIVEFELLOWSHIP PROGRAM ONE WORLD FELLOWSHIP PROGRAM-NEW YORK, NY, US$80,000
Paid GrantDORRANCE DANCEPROGRAM SUPPORT FOR COLLABORATIVE DANCE PERFORMANCE AND EDUCATION.-NEW YORK, NY, US$51,055
Paid GrantGREAT GLOBE FOUNDATION INCGENERAL SUPPORT-OGDEN, UT, US$40,000
Paid GrantVIRGINIA ORGANIZING INCGENERAL OPERATING SUPPORT-CHARLOTTESVILLE, VA, US$40,000
Paid GrantSOCIAL GOOD FUND INCPROGRAM SUPPORT FOR THE OFFSIDES PRODUCTIONS PROJECT.-OAKLAND, CA, US$39,650
Paid GrantCELEBRATE THE BEATGENERAL OPERATING SUPPORT-DILLON, CO, US$35,310
Paid GrantJOBS WITH JUSTICEGENERAL OPERATING SUPPORT-WASHINGTON, DC, US$34,939
Paid GrantV-DAYGENERAL SUPPORT-SAN FRANCISCO, CA, US$30,468
Paid GrantFRIENDS OF JUDSON INCGENERAL OPERATING SUPPORT-NEW YORK, NY, US$30,000
Paid GrantJACOBIN FOUNDATION LTDGENERAL OPERATING SUPPORT-MONTCLAIR, NJ, US$29,592
Paid GrantENTERTAINMENT COMMUNITY FUNDGENERAL OPERATING SUPPORT-NEW YORK, NY, US$20,328
Paid GrantDAVIS-PUTTER SCHOLARSHIP FUNDSUPPORT FOR AN EDUCATIONAL SCHOLARSHIP PROGRAM.-NEW YORK, NY, US$20,063
Paid GrantDSA FUNDGENERAL OPERATING SUPPORT-NEW YORK, NY, US$20,000
Paid GrantELEVATOR REPAIR SERVICE THEATER INCGENERAL OPERATING SUPPORT-NEW YORK, NY, US$19,902
Paid GrantAUBURN THEOLOGICAL SEMINARYGENERAL OPERATING SUPPORT-NEW YORK, NY, US$19,799
Paid GrantFOUNDATION FOR INDEPENDENT ARTISTS INCPROGRAM SUPPORT FOR CHARITABLE DANCE EDUCATION AND PERFORMANCE ACTIVITIES THROUGH EPHRAT ASHERIE DANCE.-BROOKLYN, NY, US$15,000
Paid GrantARS NOVAGENERAL OPERATING SUPPORT-NEW YORK, NY, US$10,421
Paid GrantHAITIAN HEALTH FOUNDATIONGENERAL OPERATING SUPPORT-CAMBRIDGE, MA, US$10,319
Paid GrantCOMMONWEALTH FOUNDATION INCFOR THE STRATEGY PROJECT DIRECTED BY MARIA SVART PROJECT-BERKELEY, CA, US$10,000
Paid GrantWORKING THEATRE CO INCGENERAL SUPPORT-NEW YORK, NY, US$10,000
Paid GrantALLIANCE OF MEDIA ARTS & CULTUREGENERAL OPERATING SUPPORT-SPOKANE, WA, US$10,000
Paid GrantFRIENDS OF JUDSON INCGENERAL OPERATING SUPPORT-NEW YORK, NY, US$10,000
Paid GrantNATIONAL DANCE INSTITUTE INCGENERAL OPERATING SUPPORT-NEW YORK, NY, US$9,977
Paid GrantEN GARDE ARTSGENERAL OPERATING SUPPORT-NEW YORK, NY, US$9,957
Paid GrantNEW YORK THEATRE WORKSHOPGENERAL OPERATING SUPPORT-NEW YORK, NY, US$5,160
Paid GrantWORCESTER SHAKESPEARE COMPANYGENERAL OPERATING SUPPORT-HOUSATONIC, MA, US$5,000
Paid GrantWORCESTER SHAKESPEARE COMPANYGENERAL OPERATING SUPPORT-HOUSATONIC, MA, US$5,000
Paid GrantMETROPOLITAN OPERA ASSOCIATION INCGENERAL OPERATING SUPPORT-NEW YORK, NY, US$3,069
Paid GrantOCULUS 4174 LTDGENERAL OPERATING SUPPORT-KINGSTON, NY, US$3,000
Paid GrantOCULUS 4174 LTDGENERAL OPERATING SUPPORT-KINGSTON, NY, US$2,500
Filing and Contact Details

Filer

Filer Name
One World Fund
EIN
04-6485766
Phone
9784744201
Address
38 ESSEX STREET, ANDOVER, MA 01810

Signing Officer

Name
Karen Miller
Title
Authorized Officer
Phone
9784744201
Signed
2026-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Raphael and Raphael Llp
Address
312 STUART STREET 3RD FLOOR, BOSTON, MA 02116
Preparer
Brian J Carney
Phone
6172101200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1071631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt148525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1536938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-2240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0164117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2136688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt379735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4211895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-6176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt942383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1071631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt148525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1536938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-2240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0208225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2170304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3194185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4255873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt620993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt762978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9193905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10144639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1214807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14353930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15116995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16128875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CATERPILLAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CSX CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CSX CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CUMMINS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DEERE AND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FREEPORT-MCMORAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FREEPORT-MCMORAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FREEPORT-MCMORAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FREEPORT-MCMORAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9HOME DEPOT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LOWES COMPANIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14UNITED PARCEL SERVICE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15WASTE MANAGEMENT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16ILLINOIS TOOL WORKS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0766754
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-262587
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0258185
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011321797
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011326199
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011321797
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01148836
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01148836
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01148836
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01162516
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013680
IRS990PF/DistributableAmountGrp/TotalTaxAmt013680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt09280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04400
IRS990PF/FMVAssetsEOYAmt024795924
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0120000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0120000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010250498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09081111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt022555238
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt011206199
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt011201797
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01075701
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02240686
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02240686
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011326199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011321797
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024795924
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011326199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011321797
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011326199
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011321797
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt023604387
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01521778
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022082609
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0354066
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01162516
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023250321
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt023604387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0USB FINANCIAL SERVICES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1ANDOVER ADMINISTRATIVE SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1OFFICE ADMINISTRATIVE SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt08 ESSEX CENTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt138 ESSEX STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PEABODY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1ANDOVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd001960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd101810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0140000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DIANA DEVEGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD HEALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt089 WASHINTON PLACE APT 3G
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11515 OXFORD STREET 1D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BERKLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01246740
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01246740
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAREN MILLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt038 ESSEX STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ANDOVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001810

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,321,797
Liabilities
$0
Net assets
$11,321,797
Revenue
$1,257,108
Expenses
$1,519,695
Net income
-$262,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.26$1.52$0.26
2024Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.55$1.53$0.98
2023Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.84$1.34$0.49
2022Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.64$1.39$0.76
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.79$1.17$0.38
2020Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.10$1.06$0.95
2019Summary only. Only limited summary data is available for this year.$14.7$0.00$2.87$1.14$1.73
2015Summary only. Only limited summary data is available for this year.$13.7$0.00$0.79$1.24$0.45
2014Summary only. Only limited summary data is available for this year.$14.1$0.00$1.03$1.25$0.22
2013Summary only. Only limited summary data is available for this year.$14.4$0.00$11.8$0.73$11.1
2012Summary only. Only limited summary data is available for this year.$3.30$0.00$0.23$0.33$0.09
2011Summary only. Only limited summary data is available for this year.$3.41$0.00$0.40$0.31$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • $10M-$25M nonprofits