Civic Intelligence

Maxwell V Blum Family Foundation

EIN 22-2659555 • Boston, MA

300 Boylston St 714Boston, MA 02116
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-4900%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-1.0%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$214,750

Down $2,156 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$214,750

Down $2,156 (-1.0%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$44

Down $132,813 (-100%) from 2023

Expenses

Up

$2,200

Up $40 (+1.9%) from 2023

Net Income

Down

-$2,156

Down $132,853 (-102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $449,179Liabilities 2010: $0Net Assets 2010: $449,1792010Assets 2011: $471,519Liabilities 2011: $0Net Assets 2011: $471,5192011Assets 2012: $518,540Liabilities 2012: $0Net Assets 2012: $518,5402012Assets 2013: $584,696Liabilities 2013: $0Net Assets 2013: $584,6962013Assets 2014: $1,601,308Liabilities 2014: $0Net Assets 2014: $1,601,3082014Assets 2015: $1,630,527Liabilities 2015: $0Net Assets 2015: $1,630,5272015Assets 2016: $1,625,145Liabilities 2016: $0Net Assets 2016: $1,625,1452016Assets 2017: $1,189,422Liabilities 2017: $0Net Assets 2017: $1,189,4222017Assets 2018: $723,461Liabilities 2018: $0Net Assets 2018: $723,4612018Assets 2019: $829,059Liabilities 2019: $0Net Assets 2019: $829,0592019Assets 2020: $261,408Liabilities 2020: $0Net Assets 2020: $261,4082020Assets 2021: $88,813Liabilities 2021: $0Net Assets 2021: $88,8132021Assets 2022: $86,209Liabilities 2022: $0Net Assets 2022: $86,2092022Assets 2023: $216,906Liabilities 2023: $0Net Assets 2023: $216,9062023Assets 2024: $214,750Liabilities 2024: $0Net Assets 2024: $214,7502024

Highlighted filing

2024

Assets$214,750
Liabilities$0
Net Assets$214,750
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $205,0702010Expenses 2011: $214,3952011Expenses 2012: $194,8882012Revenue 2013: $183,707Expenses 2013: $117,551Net Income 2013: $66,1562013Revenue 2014: $1,122,415Expenses 2014: $105,803Net Income 2014: $1,016,6122014Revenue 2015: $126,837Expenses 2015: $97,618Net Income 2015: $29,2192015Revenue 2016: $117,821Expenses 2016: $123,203Net Income 2016: -$5,3822016Revenue 2017: $171,914Expenses 2017: $607,637Net Income 2017: -$435,7232017Revenue 2018: $132,796Expenses 2018: $598,757Net Income 2018: -$465,9612018Revenue 2019: $166,131Expenses 2019: $60,533Net Income 2019: $105,5982019Revenue 2020: $159,217Expenses 2020: $727,379Net Income 2020: -$568,1622020Revenue 2021: $130,619Expenses 2021: $303,214Net Income 2021: -$172,5952021Revenue 2022: $19Expenses 2022: $2,623Net Income 2022: -$2,6042022Revenue 2023: $132,857Expenses 2023: $2,160Net Income 2023: $130,6972023Revenue 2024: $44Expenses 2024: $2,200Net Income 2024: -$2,1562024

Highlighted filing

2024

Revenue$44
Expenses$2,200
Net Income-$2,156
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$214,750
Liabilities
$0
Net assets
$214,750
Revenue
$44
Expenses
$2,200
Net income
-$2,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.13$0.00$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.13$0.30$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.16$0.73$0.57
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.17$0.06$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.13$0.60$0.47
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.17$0.61$0.44
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.13$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$1.12$0.11$1.02
2013Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.18$0.12$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.19
2011Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.21
2010Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.21
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 Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY ANN BLUMTrustee-$0--
MARJORIE BLUMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Maxwell V Blum Family Foundation
EIN
22-2659555
Phone
8572332582
Address
300 BOYLSTON ST 714, BOSTON, MA 02116

Signing Officer

Name
Betty Ann Blum
Title
Trustee
Phone
8572332582
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Capfinancial Partners Llp
Address
4208 SIX FORKS ROAD, RALEIGH, NC 27609-5734
Preparer
Andrew S Kuleszka
Phone
6174882700
Raw XML Appendix233 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessNameControlTxt0MAXW
ReturnHeader/Filer/EIN0222659555
ReturnHeader/Filer/PhoneNum08572332582
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 BOYLSTON ST 714
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260058143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPFINANCIAL PARTNERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04208 SIX FORKS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276095734
ReturnHeader/PreparerPersonGrp/PhoneNum06174882700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW S KULESZKA
ReturnHeader/ReturnTs02025-05-12T12:36:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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