Civic Intelligence

Stephen L Altshul Foundation

EIN 13-6159069 • Charlestown, MA

20 Monument StreetCharlestown, MA 02129
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 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

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 2025

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

74%

Faster revenue growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,108,155

Up $134,270 (+14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,108,155

Up $134,270 (+14%) from 2024

Revenue

Up

$247,027

Up $104,879 (+74%) from 2024

Expenses

Up

$109,510

Up $8,461 (+8.4%) from 2024

Net Income

Up

$137,517

Up $96,418 (+235%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2009: $1,316,696Liabilities 2009: $02009Assets 2010: $1,412,557Liabilities 2010: $02010Assets 2011: $1,594,668Liabilities 2011: $02011Assets 2013: $1,729,418Liabilities 2013: $02013Assets 2014: $1,426,883Liabilities 2014: $0Net Assets 2014: $1,426,8832014Assets 2015: $1,343,335Liabilities 2015: $0Net Assets 2015: $1,343,3352015Assets 2016: $1,226,903Liabilities 2016: $0Net Assets 2016: $1,226,9032016Assets 2017: $1,266,902Liabilities 2017: $0Net Assets 2017: $1,266,9022017Assets 2018: $1,221,174Liabilities 2018: $0Net Assets 2018: $1,221,1742018Assets 2019: $1,168,850Liabilities 2019: $0Net Assets 2019: $1,168,8502019Assets 2020: $1,166,110Liabilities 2020: $0Net Assets 2020: $1,166,1102020Assets 2021: $1,074,710Liabilities 2021: $0Net Assets 2021: $1,074,7102021Assets 2022: $1,038,555Liabilities 2022: $0Net Assets 2022: $1,038,5552022Assets 2023: $933,826Liabilities 2023: $0Net Assets 2023: $933,8262023Assets 2024: $973,885Liabilities 2024: $0Net Assets 2024: $973,8852024Assets 2025: $1,108,155Liabilities 2025: $0Net Assets 2025: $1,108,1552025

Highlighted filing

2025

Assets$1,108,155
Liabilities$0
Net Assets$1,108,155

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2009: -$4,656Expenses 2009: $346Net Income 2009: -$5,0022009Revenue 2010: $54,803Expenses 2010: $717Net Income 2010: $54,0862010Revenue 2011: $233,402Expenses 2011: $366Net Income 2011: $233,0362011Revenue 2013: $70,810Expenses 2013: $102,038Net Income 2013: -$31,2282013Revenue 2014: $32,518Expenses 2014: $325,667Net Income 2014: -$293,1492014Revenue 2015: $61,841Expenses 2015: $138,989Net Income 2015: -$77,1482015Revenue 2016: $6,573Expenses 2016: $122,802Net Income 2016: -$116,2292016Revenue 2017: $162,088Expenses 2017: $122,106Net Income 2017: $39,9822017Revenue 2018: $60,478Expenses 2018: $103,629Net Income 2018: -$43,1512018Revenue 2019: $65,268Expenses 2019: $116,149Net Income 2019: -$50,8812019Revenue 2020: $120,039Expenses 2020: $120,784Net Income 2020: -$7452020Revenue 2021: $24,375Expenses 2021: $114,424Net Income 2021: -$90,0492021Revenue 2022: $99,490Expenses 2022: $135,627Net Income 2022: -$36,1372022Revenue 2023: $9,704Expenses 2023: $110,078Net Income 2023: -$100,3742023Revenue 2024: $142,148Expenses 2024: $101,049Net Income 2024: $41,0992024Revenue 2025: $247,027Expenses 2025: $109,510Net Income 2025: $137,5172025

Highlighted filing

2025

Revenue$247,027
Expenses$109,510
Net Income$137,517

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.25$0.11$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.14$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.01$0.11$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.10$0.14$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.02$0.11$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.12$0.12$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.07$0.12$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.06$0.10$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.16$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.12$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.14$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.03$0.33$0.29
2013Summary only. Only limited summary data is available for this year.$1.73$0.00$0.07$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$1.59$0.00$0.23$0.00$0.23
2010Summary only. Only limited summary data is available for this year.$1.41$0.00$0.05$0.00$0.05
2009Summary only. Only limited summary data is available for this year.$1.32$0.00$0.00$0.00$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jul 17, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE ALTSHUL DARCIPresidentPT$0--
JONATHAN ALTSHULSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Stephen L Altshul Foundation
EIN
13-6159069
Phone
6177324219
Address
20 MONUMENT STREET, CHARLESTOWN, MA 02129

Signing Officer

Name
Katherine Altshul Darci
Title
President
Phone
8608178527
Signed
2025-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Hoyt Filippetti & Malaghan LLC
Address
1041 POQUONNOCK RD, GROTON, CT 06340-4211
Preparer
Richard M Hoyt Jr
Phone
8605369685
Raw XML Appendix303 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.

Path#Value
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020881
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04881
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024291
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016287
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt069094
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073975
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0747
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DEDUCTIBLE EXP-MLP K-1S
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DONATION-MLP K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt275
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UNCASHED DONATION CHECK
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MASTER LTD PTSHIPS K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc3SECTION 1231 GAINS-K-1 MLPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc4RENTAL INCOME K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0205
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0205
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt25533
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-3
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt46
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE ALTSHUL DARCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08608178527
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN L ALTSHUL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0136159069
ReturnHeader/Filer/PhoneNum06177324219
ReturnHeader/Filer/USAddress/AddressLine1Txt020 MONUMENT STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002129
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201696994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOYT FILIPPETTI & MALAGHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01041 POQUONNOCK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GROTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0063404211
ReturnHeader/PreparerPersonGrp/PhoneNum08605369685
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M HOYT JR
ReturnHeader/ReturnTs02025-08-12T09:43:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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