Civic Intelligence

The Mooney-Reed Charitable Foundation

990PF • Fiscal year 2019 • EIN 04-6948994

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization Profile
166 Edmunds RoadWellesley, MA 02481

(617) 439-2498

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

21st percentile

-4.7%

Higher net margin than 21% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

22nd percentile

-0.6%

Faster asset growth than 22% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$114,912,236

Down $652,626 (-0.6%) from 2018

Net Assets

Down

$114,912,236

Down $652,626 (-0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin21st percentile

Revenue

Down

$13,909,008

Down $4,992,781 (-26%) from 2018

Expenses

Up

$14,561,634

Up $2,291,981 (+19%) from 2018

Net Income

Down

-$652,626

Down $7,284,762 (-110%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$150M$100M$50M$0Assets 2011: $18,016,229Liabilities 2011: $02011Assets 2012: $25,456,159Liabilities 2012: $02012Assets 2013: $64,476,531Liabilities 2013: $02013Assets 2014: $82,309,676Liabilities 2014: $1Net Assets 2014: $82,309,6762014Assets 2015: $85,356,862Liabilities 2015: $1Net Assets 2015: $85,356,8622015Assets 2016: $97,105,399Liabilities 2016: $0Net Assets 2016: $97,105,3992016Assets 2017: $108,932,726Liabilities 2017: $0Net Assets 2017: $108,932,7262017Assets 2018: $115,564,862Liabilities 2018: $0Net Assets 2018: $115,564,8622018Assets 2019: $114,912,236Liabilities 2019: $0Net Assets 2019: $114,912,2362019Assets 2020: $125,988,887Liabilities 2020: $12020Assets 2021: $138,802,813Liabilities 2021: $0Net Assets 2021: $138,802,8132021Assets 2022: $138,266,411Liabilities 2022: $0Net Assets 2022: $138,266,4112022Assets 2023: $135,312,045Liabilities 2023: $12023Assets 2024: $138,586,459Liabilities 2024: $0Net Assets 2024: $138,586,4592024

Highlighted filing

2019

Assets$114,912,236
Liabilities$0
Net Assets$114,912,236
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $4,304,552Expenses 2011: $1,683,394Net Income 2011: $2,621,1582011Revenue 2012: $9,027,674Expenses 2012: $1,562,369Net Income 2012: $7,465,3052012Revenue 2013: $42,056,161Expenses 2013: $3,060,638Net Income 2013: $38,995,5232013Revenue 2014: $22,269,982Expenses 2014: $4,436,837Net Income 2014: $17,833,1452014Revenue 2015: $10,112,934Expenses 2015: $7,065,748Net Income 2015: $3,047,1862015Revenue 2016: $20,746,363Expenses 2016: $8,997,826Net Income 2016: $11,748,5372016Revenue 2017: $23,159,184Expenses 2017: $11,331,857Net Income 2017: $11,827,3272017Revenue 2018: $18,901,789Expenses 2018: $12,269,653Net Income 2018: $6,632,1362018Revenue 2019: $13,909,008Expenses 2019: $14,561,634Net Income 2019: -$652,6262019Revenue 2020: $19,894,387Expenses 2020: $8,055,651Net Income 2020: $11,838,7362020Revenue 2021: $23,499,716Expenses 2021: $10,640,313Net Income 2021: $12,859,4032021Revenue 2022: $8,365,793Expenses 2022: $8,902,195Net Income 2022: -$536,4022022Revenue 2023: $4,962,406Expenses 2023: $7,916,772Net Income 2023: -$2,954,3662023Revenue 2024: $9,793,394Expenses 2024: $6,518,221Net Income 2024: $3,275,1732024

Highlighted filing

2019

Revenue$13,909,008
Expenses$14,561,634
Net Income-$652,626
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA MOONEYTrustee-$0--
JAMES F MOONEY IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mooney-reed Charitable Foundation
EIN
04-6948994
Phone
6174392498
Address
166 EDMUNDS ROAD, WELLESLEY, MA 02481

Signing Officer

Name
Lisa Mooney
Title
Trustee
Phone
6174392498
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE STE 800, CEDAR RAPIDS, IA 52401-1512
Preparer
Shawna Huls
Phone
3192985333
Raw XML AppendixShowing 400 of 829 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FIRST MANHATTAN 1099 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FIRST REPUBLIC CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16FIRST REPUBLIC OTHER GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17FIRST REPUBLIC - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18FIRST REPUBLIC - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19TBC PARTNERS L.P. - DISPOSITION OF PARTNERSHIP INTEREST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20MFN PARTNERS, LP - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21MFN PARTNERS, LP - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01963154
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-652626
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0114912236
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0115564862
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0114912236
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05308611
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05308611
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05308611
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05343938
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035327
IRS990PF/DistributableAmountGrp/TotalTaxAmt035327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt097142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt057469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt075000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt097142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035327
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0132469
IRS990PF/FMVAssetsEOYAmt0123678382
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0104924
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0104924
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt013749089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt013768750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt09480173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013689632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013920946
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025957721
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt059144071
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt061200223
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt061729657
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0115459938
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0114807312
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt028982070
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026022317
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026510831
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0115564862
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0114912236
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0123678382
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0115564862
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0114912236
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0115564862
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0114912236
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0108506363
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016852527
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt033500317
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01627595
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt058153519
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05343938
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0106878768
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0108506363
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0FIRST MANHATTAN CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1FIRST REPUBLIC CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0140959
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1105253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CUSTODY/ INVESTMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CUSTODY/ INVESTMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0ONE PERSHING PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11230 AVENUE OF THE AMERICAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0JERSEY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd007399
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd1100201213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LISA MOONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES F MOONEY III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0166 EDMUNDS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1166 EDMUNDS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WELLESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt09913647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt09948974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011431607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09913212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt08252059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06566425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03968220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.092756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.090615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.092641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.097996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.082837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.099689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt035327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0106878768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0126155945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0107006181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt084207817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt079269261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt039806062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014371961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.463778
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014336634
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014371961
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt035327
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014371961
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/PayCompDisqualifiedPrsnInd00
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/IndividualWithBooksNm0RSM US LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt080 CITY SQUARE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002129
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06179129000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LISA MOONEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2400000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt730000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt149000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt158408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt271000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt285000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2950000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,912,236
Liabilities
$0
Net assets
$114,912,236
Revenue
$13,909,008
Expenses
$14,561,634
Net income
-$652,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$0.00$139$9.79$6.52$3.28
2023Detailed filing. Detailed filing data is available for this year.$135$0.00$4.96$7.92$2.95
2022Detailed filing. Detailed filing data is available for this year.$138$0.00$138$8.37$8.90$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$0.00$139$23.5$10.6$12.9
2020Detailed filing. Detailed filing data is available for this year.$126$0.00$19.9$8.06$11.8
2019Detailed filing. Detailed filing data is available for this year.$115$0.00$115$13.9$14.6$0.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$0.00$116$18.9$12.3$6.63
2017Detailed filing. Detailed filing data is available for this year.$109$0.00$109$23.2$11.3$11.8
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.1$0.00$97.1$20.7$9.00$11.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.4$0.00$85.4$10.1$7.07$3.05
2014Detailed filing. Detailed filing data is available for this year.$82.3$0.00$82.3$22.3$4.44$17.8
2013Summary only. Only limited summary data is available for this year.$64.5$0.00$42.1$3.06$39.0
2012Summary only. Only limited summary data is available for this year.$25.5$0.00$9.03$1.56$7.47
2011Summary only. Only limited summary data is available for this year.$18.0$0.00$4.30$1.68$2.62
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $100M-$250M nonprofits