Civic Intelligence

The Willowbank Foundation

EIN 04-6819602 • Marblehead, MA

258 Washington StreetMarblehead, MA 01945
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

4th percentile

-148%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-6.3%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,659,004

Down $110,813 (-6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,659,004

Down $110,813 (-6.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Down

$76,594

Down $231,866 (-75%) from 2023

Expenses

Down

$190,142

Down $45,164 (-19%) from 2023

Net Income

Down

-$113,548

Down $186,702 (-255%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,029,362Liabilities 2010: $0Net Assets 2010: $1,029,3622010Assets 2011: $895,598Liabilities 2011: $12011Assets 2012: $735,666Liabilities 2012: $0Net Assets 2012: $735,6662012Assets 2013: $873,705Liabilities 2013: $35Net Assets 2013: $873,6702013Assets 2014: $807,191Liabilities 2014: $0Net Assets 2014: $807,1912014Assets 2015: $805,507Liabilities 2015: $0Net Assets 2015: $805,5072015Assets 2016: $805,913Liabilities 2016: $2,426Net Assets 2016: $803,4872016Assets 2017: $821,827Liabilities 2017: $0Net Assets 2017: $821,8272017Assets 2018: $924,444Liabilities 2018: $0Net Assets 2018: $924,4442018Assets 2019: $812,609Liabilities 2019: $02019Assets 2020: $913,147Liabilities 2020: $0Net Assets 2020: $913,1472020Assets 2021: $1,151,155Liabilities 2021: $0Net Assets 2021: $1,151,1552021Assets 2022: $1,710,924Liabilities 2022: $0Net Assets 2022: $1,710,9242022Assets 2023: $1,769,817Liabilities 2023: $0Net Assets 2023: $1,769,8172023Assets 2024: $1,659,004Liabilities 2024: $0Net Assets 2024: $1,659,0042024

Highlighted filing

2024

Assets$1,659,004
Liabilities$0
Net Assets$1,659,004
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $84,4992010Revenue 2011: $69,635Expenses 2011: $217,299Net Income 2011: -$147,6642011Expenses 2012: $131,6832012Revenue 2013: $196,191Expenses 2013: $49,614Net Income 2013: $146,5772013Revenue 2014: $55,013Expenses 2014: $122,932Net Income 2014: -$67,9192014Revenue 2015: $48,188Expenses 2015: $51,632Net Income 2015: -$3,4442015Revenue 2016: $36,886Expenses 2016: $41,356Net Income 2016: -$4,4702016Revenue 2017: $48,947Expenses 2017: $31,776Net Income 2017: $17,1712017Revenue 2018: $104,576Expenses 2018: $7,722Net Income 2018: $96,8542018Revenue 2019: $105,578Expenses 2019: $263,225Net Income 2019: -$157,6472019Revenue 2020: $79,635Expenses 2020: $5,750Net Income 2020: $73,8852020Revenue 2021: $240,941Expenses 2021: $7,595Net Income 2021: $233,3462021Revenue 2022: $579,336Expenses 2022: $12,970Net Income 2022: $566,3662022Revenue 2023: $308,460Expenses 2023: $235,306Net Income 2023: $73,1542023Revenue 2024: $76,594Expenses 2024: $190,142Net Income 2024: -$113,5482024

Highlighted filing

2024

Revenue$76,594
Expenses$190,142
Net Income-$113,548
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,659,004
Liabilities
$0
Net assets
$1,659,004
Revenue
$76,594
Expenses
$190,142
Net income
-$113,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.19$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.31$0.24$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.58$0.01$0.57
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.24$0.01$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.08$0.01$0.07
2019Summary only. Only limited summary data is available for this year.$0.81$0.00$0.11$0.26$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.10$0.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.80$0.04$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.12$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.20$0.05$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.13
2011Summary only. Only limited summary data is available for this year.$0.90$0.00$0.07$0.22$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN J LOCKWOODTrustee-$0--
FRANCES R LOCKWOODTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Willowbank Foundation
EIN
04-6819602
Phone
9787409119
Address
258 WASHINGTON STREET, MARBLEHEAD, MA 01945

Signing Officer

Name
Stephen J Lockwood
Title
Trustee
Phone
9787409119
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Dee & Associates Pa
Address
2425 TAMIAMI TRAIL NORTH STE 214, NAPLES, FL 34103-4478
Preparer
Kelly R Dee
Phone
2392626921
Raw XML Appendix313 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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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEPHEN FRANCES LOCKWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09787409119
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O SJL CO LLC 258 WASHINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MARBLEHEAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001945
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MAKES GRANTS TO 501(C)(3) ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC SCHOOLS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NAVY SEAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt067 BATTERYMARCH STREET 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11619 D STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123459
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0175000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt096518
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt098728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0177210
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt098728
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0175000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078482
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0177210
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098728
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05876
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05876
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0104
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0104
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0104
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02735
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED APPRECIATION/DEPRECIATION
TaxesSchedule/TaxesDetail/Amt05965
TaxesSchedule/TaxesDetail/Amt151
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt151
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN J LOCKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09787409119
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLOWBANK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0046819602
ReturnHeader/Filer/PhoneNum09787409119
ReturnHeader/Filer/USAddress/AddressLine1Txt0258 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0MARBLEHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001945
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593616320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEE & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 TAMIAMI TRAIL NORTH STE 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341034478
ReturnHeader/PreparerPersonGrp/PhoneNum02392626921
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY R DEE
ReturnHeader/ReturnTs02025-05-13T09:25:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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