Civic Intelligence

The Dudley H and Sally S Willis Charitable Foundation

EIN 04-6719378 • Boston, MA

Refreshing map…

50 Congress Street Room 800Boston, MA 02109
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$508

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

27%

Faster asset growth than 86% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

75%

Faster revenue growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,367,903

Up $286,731 (+27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,367,903

Up $286,731 (+27%) from 2023

Revenue

Up

$399,409

Up $171,093 (+75%) from 2023

Expenses

Up

$112,678

Up $12,486 (+12%) from 2023

Net Income

Up

$286,731

Up $158,607 (+124%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $449,328Liabilities 2011: $02011Assets 2012: $453,907Liabilities 2012: $02012Assets 2013: $477,459Liabilities 2013: $02013Assets 2014: $477,854Liabilities 2014: $02014Assets 2015: $475,296Liabilities 2015: $02015Assets 2019: $387,445Liabilities 2019: $0Net Assets 2019: $387,4452019Assets 2020: $373,956Liabilities 2020: $0Net Assets 2020: $373,9562020Assets 2021: $905,888Liabilities 2021: $0Net Assets 2021: $905,8882021Assets 2022: $953,048Liabilities 2022: $0Net Assets 2022: $953,0482022Assets 2023: $1,081,172Liabilities 2023: $0Net Assets 2023: $1,081,1722023Assets 2024: $1,367,903Liabilities 2024: $0Net Assets 2024: $1,367,9032024

Highlighted filing

2024

Assets$1,367,903
Liabilities$0
Net Assets$1,367,903

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $22,062Expenses 2011: $41,948Net Income 2011: -$19,8862011Revenue 2012: $50,097Expenses 2012: $45,518Net Income 2012: $4,5792012Revenue 2013: $79,357Expenses 2013: $55,805Net Income 2013: $23,5522013Revenue 2014: $50,626Expenses 2014: $50,231Net Income 2014: $3952014Revenue 2015: $54,718Expenses 2015: $57,276Net Income 2015: -$2,5582015Revenue 2019: $144,535Expenses 2019: $45,270Net Income 2019: $99,2652019Revenue 2020: $18,692Expenses 2020: $23,203Net Income 2020: -$4,5112020Revenue 2021: $558,154Expenses 2021: $26,509Net Income 2021: $531,6452021Revenue 2022: $135,529Expenses 2022: $88,369Net Income 2022: $47,1602022Revenue 2023: $228,316Expenses 2023: $100,192Net Income 2023: $128,1242023Revenue 2024: $399,409Expenses 2024: $112,678Net Income 2024: $286,7312024

Highlighted filing

2024

Revenue$399,409
Expenses$112,678
Net Income$286,731

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUDLEY H WILLIS JRTrustee-$508-$508
DUDLEY H WILLISTrustee-$507-$507
DEBORAH W DOWLINGTrustee-$507-$507
Filing and Contact Details

Filer

Filer Name
The Dudley H and Sally S Willis
EIN
04-6719378
Phone
6172278860
Address
50 CONGRESS STREET ROOM 800, BOSTON, MA 02109

Signing Officer

Name
Dudley H Willis
Title
Trustee
Phone
6172278860
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Advisors LLC
Address
53 STATE STREET SUITE 1600, BOSTON, MA 02109
Preparer
Erin Couture
Phone
6177237900
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20SHERBORN COMMUNITY CENTER FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31UNIVERSITY OF RICHMOND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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