Civic Intelligence

Paul and Joanne Egerman Family

EIN 04-6835621 • Weston, MA

77 Westcliff RoadWeston, MA 02493
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

33rd percentile

-0.8%

Higher net margin than 33% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

38th percentile

1.0%

Faster asset growth than 38% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

89%

Faster revenue growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$20,677,515

Up $200,346 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,677,515

Up $200,346 (+1.0%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin33rd percentile

Revenue

Up

$1,186,143

Up $558,014 (+89%) from 2023

Expenses

Up

$1,196,000

Up $49,135 (+4.3%) from 2023

Net Income

Up

-$9,857

Up $508,879 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$30M$20M$10M$0Assets 2011: $9,221,938Liabilities 2011: $02011Assets 2012: $9,429,040Liabilities 2012: $02012Assets 2013: $13,420,915Liabilities 2013: $02013Assets 2014: $19,628,723Liabilities 2014: $02014Assets 2015: $19,304,102Liabilities 2015: $02015Assets 2019: $20,749,887Liabilities 2019: $02019Assets 2020: $20,589,941Liabilities 2020: $0Net Assets 2020: $20,589,9412020Assets 2021: $21,888,149Liabilities 2021: $0Net Assets 2021: $21,888,1492021Assets 2022: $21,261,303Liabilities 2022: $0Net Assets 2022: $21,261,3032022Assets 2023: $20,477,169Liabilities 2023: $0Net Assets 2023: $20,477,1692023Assets 2024: $20,677,515Liabilities 2024: $0Net Assets 2024: $20,677,5152024

Highlighted filing

2024

Assets$20,677,515
Liabilities$0
Net Assets$20,677,515
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,406,022Expenses 2011: $407,088Net Income 2011: $998,9342011Revenue 2012: $469,254Expenses 2012: $262,152Net Income 2012: $207,1022012Revenue 2013: $4,422,377Expenses 2013: $380,034Net Income 2013: $4,042,3432013Revenue 2014: $7,850,378Expenses 2014: $1,597,710Net Income 2014: $6,252,6682014Revenue 2015: $605,963Expenses 2015: $941,965Net Income 2015: -$336,0022015Revenue 2019: $8,296,380Expenses 2019: $1,387,750Net Income 2019: $6,908,6302019Revenue 2020: $1,073,179Expenses 2020: $1,263,664Net Income 2020: -$190,4852020Revenue 2021: $2,736,668Expenses 2021: $1,372,590Net Income 2021: $1,364,0782021Revenue 2022: $599,379Expenses 2022: $1,122,035Net Income 2022: -$522,6562022Revenue 2023: $628,129Expenses 2023: $1,146,865Net Income 2023: -$518,7362023Revenue 2024: $1,186,143Expenses 2024: $1,196,000Net Income 2024: -$9,8572024

Highlighted filing

2024

Revenue$1,186,143
Expenses$1,196,000
Net Income-$9,857
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$20,677,515
Liabilities
$0
Net assets
$20,677,515
Revenue
$1,186,143
Expenses
$1,196,000
Net income
-$9,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$1.19$1.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.63$1.15$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$0.00$21.3$0.60$1.12$0.52
2021Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$2.74$1.37$1.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$0.00$20.6$1.07$1.26$0.19
2019Summary only. Only limited summary data is available for this year.$20.7$0.00$8.30$1.39$6.91
2015Summary only. Only limited summary data is available for this year.$19.3$0.00$0.61$0.94$0.34
2014Summary only. Only limited summary data is available for this year.$19.6$0.00$7.85$1.60$6.25
2013Summary only. Only limited summary data is available for this year.$13.4$0.00$4.42$0.38$4.04
2012Summary only. Only limited summary data is available for this year.$9.43$0.00$0.47$0.26$0.21
2011Summary only. Only limited summary data is available for this year.$9.22$0.00$1.41$0.41$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL EGERMANTrustee-$0--
JOANNE EGERMANTrustee-$0--
BENJAMIN CHIGIERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Paul and Joanne Egerman Family
EIN
04-6835621
Phone
7814538700
Address
77 WESTCLIFF ROAD, WESTON, MA 02493

Signing Officer

Name
Paul Egerman
Title
Trustee
Phone
7814538700
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1850 TOWERS CRESCENT PLAZA SUITE, 200, TYSONS CORNER, VA 22182
Preparer
Jeffrey Solomon
Phone
7035064440
Raw XML AppendixShowing 400 of 499 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL EGERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOANNE EGERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BENJAMIN CHIGIER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202493
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16UNRESTRICTED CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN ASSOCIATION FOR THE CARE OF CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANTI DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOSTON WORKERS CIRCLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HOPEWELL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6IF NOT NOW EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7INITIATIVE FOR A COMPETITIVE INNER CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8JEWISH COMMUNITY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9JEWISH CURRENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10KESHET INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11NAACP-BCVF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14PROGRESSIVE CHANGE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15T'RUAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16YAMPOL - EGERMAN SCHOLARSHIP FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC 501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PUBLIC 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PUBLIC 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PUBLIC 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PUBLIC 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PUBLIC 501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10284 AMORY ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15266 W37TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16UNIVERSITY OF CALIFORNIA ONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1200906226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202446

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