Civic Intelligence

Kiwanis Foundation of New England Inc

EIN 23-7209028 • 501(c)3 • New Bedford, MA

Profile

To make donations to various charitable, scientific or educational organizations.

228 Irvington StreetNew Bedford, MA 02745

kfne.org

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.37x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

82nd percentile

23%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,745,971

Up $1,793,421 (+23%) from 2023

Liabilities

Up

$135,745

Up $26,143 (+24%) from 2023

Net Assets

Up

$9,610,226

Up $1,767,278 (+23%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin90th percentile

Revenue

Down

$365,946

Down $492,476 (-57%) from 2023

Expenses

Up

$166,476

Up $43,562 (+35%) from 2023

Net Income

Down

$199,470

Down $536,038 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$10M$5.0M$0Assets 2010: $3,174,470Liabilities 2010: $100,000Net Assets 2010: $3,074,4702010Assets 2011: $3,384,136Liabilities 2011: $50,000Net Assets 2011: $3,334,1362011Assets 2013: $4,306,082Liabilities 2013: $131,426Net Assets 2013: $4,174,6562013Assets 2014: $4,655,706Liabilities 2014: $59,291Net Assets 2014: $4,596,4152014Assets 2015: $4,654,997Liabilities 2015: $63,073Net Assets 2015: $4,591,9242015Assets 2016: $5,140,641Liabilities 2016: $52,991Net Assets 2016: $5,087,6502016Assets 2017: $5,691,139Liabilities 2017: $68,325Net Assets 2017: $5,622,8142017Assets 2018: $6,126,194Liabilities 2018: $67,444Net Assets 2018: $6,058,7502018Assets 2019: $6,405,794Liabilities 2019: $83,139Net Assets 2019: $6,322,6552019Assets 2020: $7,048,571Liabilities 2020: $99,077Net Assets 2020: $6,949,4942020Assets 2021: $8,384,309Liabilities 2021: $115,785Net Assets 2021: $8,268,5242021Assets 2022: $7,084,256Liabilities 2022: $97,807Net Assets 2022: $6,986,4492022Assets 2023: $7,952,550Liabilities 2023: $109,602Net Assets 2023: $7,842,9482023Assets 2024: $9,745,971Liabilities 2024: $135,745Net Assets 2024: $9,610,2262024

Highlighted filing

2024

Assets$9,745,971
Liabilities$135,745
Net Assets$9,610,226
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0Expenses 2010: $222,3342010Expenses 2011: $55,6732011Expenses 2013: $117,9702013Revenue 2014: $427,540Expenses 2014: $139,462Net Income 2014: $288,0782014Revenue 2015: $472,691Expenses 2015: $185,014Net Income 2015: $287,6772015Revenue 2016: $312,670Expenses 2016: $119,608Net Income 2016: $193,0622016Revenue 2017: $595,697Expenses 2017: $130,314Net Income 2017: $465,3832017Revenue 2018: $521,331Expenses 2018: $138,457Net Income 2018: $382,8742018Revenue 2019: $350,023Expenses 2019: $159,707Net Income 2019: $190,3162019Revenue 2020: $176,296Expenses 2020: $139,335Net Income 2020: $36,9612020Revenue 2021: $697,980Expenses 2021: $153,284Net Income 2021: $544,6962021Revenue 2022: $807,277Expenses 2022: $103,548Net Income 2022: $703,7292022Revenue 2023: $858,422Expenses 2023: $122,914Net Income 2023: $735,5082023Revenue 2024: $365,946Expenses 2024: $166,476Net Income 2024: $199,4702024

Highlighted filing

2024

Revenue$365,946
Expenses$166,476
Net Income$199,470
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,745,971
Liabilities
$135,745
Net assets
$9,610,226
Revenue
$365,946
Expenses
$166,476
Net income
$199,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.75$0.14$9.61$0.37$0.17$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.95$0.11$7.84$0.86$0.12$0.74
2022Detailed filing. Detailed filing data is available for this year.$7.08$0.10$6.99$0.81$0.10$0.70
2021Detailed filing. Detailed filing data is available for this year.$8.38$0.12$8.27$0.70$0.15$0.54
2020Detailed filing. Detailed filing data is available for this year.$7.05$0.10$6.95$0.18$0.14$0.04
2019Detailed filing. Detailed filing data is available for this year.$6.41$0.08$6.32$0.35$0.16$0.19
2018Detailed filing. Detailed filing data is available for this year.$6.13$0.07$6.06$0.52$0.14$0.38
2017Detailed filing. Detailed filing data is available for this year.$5.69$0.07$5.62$0.60$0.13$0.47
2016Detailed filing. Detailed filing data is available for this year.$5.14$0.05$5.09$0.31$0.12$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.06$4.59$0.47$0.19$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.66$0.06$4.60$0.43$0.14$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.13$4.17$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.05$3.33$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.10$3.07$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 11, 2025
Return Version
2023v6.0
Gross Receipts
$1,907,908
Mission and Program Overview

Mission

To make donations to various charitable, scientific or educational organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,705,441$9,548,453▲ $1,843,012
Cash and Non-Interest-Bearing Accounts$128,335$52,457▼ $75,878
Savings and Temporary Cash Investments$9,172$9,316▲ $144
Total Assets$7,952,550$9,745,971▲ $1,793,421
Other Assets Total$109,602$135,745▲ $26,143
Liabilities
Escrow Account Liability$109,602$135,745▲ $26,143
Total Liabilities$109,602$135,745▲ $26,143
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,563,612$9,391,036▲ $1,827,424
Net Assets Without Donor Restrictions$279,336$219,190▼ $60,146
Total Net Assets Fund Balance$7,842,948$9,610,226▲ $1,767,278
Total Liabilities and Net Assets / Fund Balance$7,952,550$9,745,971▲ $1,793,421

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$7,705,441-▲ $1,843,012-$9,548,453
2022$6,850,049-▲ $855,392-$7,705,441
2021$8,203,394$-60,197▼ $1,293,148-$6,850,049
2020$6,874,158$170,414▲ $1,234,322-$8,203,394
2019$6,283,910$-5,952▲ $666,200-$6,874,158
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
David PetersonImmediate Past President
Christopher M HoldenPresident
Denis Murphy IiPresident - Elect
Susan SchroeterVice President
Ava AdamsDirector
Bart StevensDirector
David BurgessDirector
Donna RobertsDirector
Eli RiveraDirector
George DelisleDirector
Glen CefaloDirector
Janet KelewaeDirector
Jessica PlanteDirector
John MaihosDirector
Karl UzcateguiDirector
Larry GiordanoDirector
Maryann BelasonDirector
Mernaysa Rivera BujosDirector
Patricia CostasDirector
Paul J DonatoDirector
Wayne SpencerDirector
Gail CalvaoSecretary
Theresa M CookTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,921
Program Service Revenue
$0
Investment Income
$337,025
Other Revenue
$0
All Other Contributions
$28,921
Change in Net Assets
$199,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,099
Grants and Similar Amounts Paid$67,377
Total Fundraising Expense$6,162
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$62,377--$62,377
Fees for Service Investment Mgmnt Fees-$61,668-$61,668
Fees for Services Accounting-$23,500-$23,500
Grants to Domestic Individuals$5,000--$5,000
Fees for Services Legal-$3,500-$3,500
Office Expenses$230$3,267-$3,497
Insurance-$503-$503
Other Expenses$269-$6,162$269
Total Functional Expenses$67,876$92,438$6,162$166,476
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Outreach ProgramUnion, IA501(c)3To Assist With the End Hunger Campaign and Food Packing Events.$45,050
CHILDREN'S HOSPITAL AT DARTMOUTH (CHAD)Lebanon, NH501(c)3To Support the Pediatric Ophthalmology Program.$6,177
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed in detail by the treasurer of the board and the form 990 is provided to the board prior to its filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Kiwanis Foundation of New England Inc
EIN
23-7209028
Phone
5086260404
Address
228 IRVINGTON STREET, NEW BEDFORD, MA 02745

Signing Officer

Name
Theresa M Cook
Title
Treasurer
Phone
5086260404
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa M Cook
Formed
1954
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
23

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1500 RXR PLAZA WEST TOWER, UNIONDALE, NY 11556
Preparer
Catherine Petercsak
Phone
5167472000
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The foundation holds funds on behalf of several local kiwanis clubs.”

PART V, LINE 4:

“The foundation has various purpose restricted endowment funds, most notably to support pediatric trauma centers and similar causes in the new england region.”

PART X, LINE 2:

“The foundation is a nonprofit organization as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on trade or business profits generated by activities related to the foundation's exempt function. The foundation may be subject to federal and state income taxes for profits generated from trade or business activities unrelated to the foundation's exempt function. As of september 30, 2024, management believes that the foundation has not generated any unrelated business taxable income. The foundation assesses the recording of uncertain tax positions by evaluating the minimum recognition threshold and measurement requirements a tax position must meet before being recognized as a benefit in the financial statements. The foundation's policy is to recognize interest and penalties accrued on any uncertain tax positions as a component of income tax expense, if any, in its statements of activities. The organization has not recognized any liabilities for uncertain tax positions or unrecognized benefits as of september 30, 2024. The organization does not expect any material change in uncertain tax benefits within the next 12 months.”

Raw XML AppendixShowing 400 of 519 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT - ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
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IRS990/MissionDesc0TO MAKE DONATIONS TO VARIOUS CHARITABLE, SCIENTIFIC OR EDUCATIONAL ORGANIZATIONS.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. DURING THE YEAR, THE FOUNDATION EXPERIENCED HIGHER THAN USUAL INVESTMENT GAINS BASED UPON MARKET CONDITIONS, THUS DROPPING THE PUBLIC SUPPORT PERCENTAGE FOR THE YEAR. THE FOUNDATION ALSO IS LOOKING TO EXPAND ITS SOLICITATIONS PROGRAM TO INCREASE ITS DONATIONS FROM THE GENERAL PUBLIC TO ACHIEVE PUBLIC SUPPORT OF GREATER THAN 33%. ADDITIONALLY, THE FOUNDATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, AND THE FOUNDATION GENERALLY PROVIDES SERVICES AND GRANTS THAT DIRECTLY BENEFIT THE GENERAL PUBLIC ON A CONTINUING BASIS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HOLDS FUNDS ON BEHALF OF SEVERAL LOCAL KIWANIS CLUBS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS VARIOUS PURPOSE RESTRICTED ENDOWMENT FUNDS, MOST NOTABLY TO SUPPORT PEDIATRIC TRAUMA CENTERS AND SIMILAR CAUSES IN THE NEW ENGLAND REGION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE FOUNDATION'S EXEMPT FUNCTION. THE FOUNDATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE FOUNDATION'S EXEMPT FUNCTION. AS OF SEPTEMBER 30, 2024, MANAGEMENT BELIEVES THAT THE FOUNDATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF SEPTEMBER 30, 2024. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:

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