Civic Intelligence

Charter School Financing Partnership LLC

990 • Fiscal year 2021 • EIN 26-1521682

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization ProfileN/A
1 Washington Mall 12th FloorBoston, MA 02108

(617) 720-1999

Siviq Scores

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

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

1.96x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

21st percentile

-0.6%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-27%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$15,663,489

Down $100,746 (-0.6%) from 2020

Net Assets

Up

$15,011,265

Up $177,468 (+1.2%) from 2020

Liabilities

Down

$652,224

Down $278,214 (-30%) from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin88th percentile

Revenue

Down

$332,818

Down $124,894 (-27%) from 2020

Expenses

Up

$155,350

Up $2,400 (+1.6%) from 2020

Net Income

Down

$177,468

Down $127,294 (-42%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $18,694,870Liabilities 2011: $14,938,805Net Assets 2011: $3,756,0652011Assets 2012: $18,868,967Liabilities 2012: $6,648,338Net Assets 2012: $12,220,6292012Assets 2013: $18,952,396Liabilities 2013: $3,545,317Net Assets 2013: $15,407,0792013Assets 2014: $18,616,682Liabilities 2014: $3,155,749Net Assets 2014: $15,460,9332014Assets 2015: $17,655,233Liabilities 2015: $4,346,610Net Assets 2015: $13,308,6232015Assets 2016: $17,666,660Liabilities 2016: $3,985,841Net Assets 2016: $13,680,8192016Assets 2017: $16,061,610Liabilities 2017: $2,092,739Net Assets 2017: $13,968,8712017Assets 2018: $15,988,847Liabilities 2018: $1,783,476Net Assets 2018: $14,205,3712018Assets 2019: $15,921,984Liabilities 2019: $1,392,949Net Assets 2019: $14,529,0352019Assets 2020: $15,764,235Liabilities 2020: $930,438Net Assets 2020: $14,833,7972020Assets 2021: $15,663,489Liabilities 2021: $652,224Net Assets 2021: $15,011,2652021Assets 2022: $15,261,497Liabilities 2022: $32,280Net Assets 2022: $15,229,2172022Assets 2023: $15,965,582Liabilities 2023: $90,809Net Assets 2023: $15,874,7732023Assets 2024: $16,559,796Liabilities 2024: $22,416Net Assets 2024: $16,537,3802024

Highlighted filing

2021

Assets$15,663,489
Liabilities$652,224
Net Assets$15,011,265
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $250,0652011Expenses 2012: $520,9512012Revenue 2013: $3,465,850Expenses 2013: $279,400Net Income 2013: $3,186,4502013Revenue 2014: $207,793Expenses 2014: $153,939Net Income 2014: $53,8542014Revenue 2015: $189,623Expenses 2015: $2,341,933Net Income 2015: -$2,152,3102015Revenue 2016: $512,871Expenses 2016: $140,675Net Income 2016: $372,1962016Revenue 2017: $438,482Expenses 2017: $150,430Net Income 2017: $288,0522017Revenue 2018: $383,631Expenses 2018: $147,131Net Income 2018: $236,5002018Revenue 2019: $458,806Expenses 2019: $135,142Net Income 2019: $323,6642019Revenue 2020: $457,712Expenses 2020: $152,950Net Income 2020: $304,7622020Revenue 2021: $332,818Expenses 2021: $155,350Net Income 2021: $177,4682021Revenue 2022: $357,859Expenses 2022: $139,907Net Income 2022: $217,9522022Revenue 2023: $780,945Expenses 2023: $135,389Net Income 2023: $645,5562023Revenue 2024: $781,170Expenses 2024: $118,563Net Income 2024: $662,6072024

Highlighted filing

2021

Revenue$332,818
Expenses$155,350
Net Income$177,468
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Gross Receipts
$332,818
Mission and Program Overview

Mission

Charter school financing partnership, llc (csfp) is organized and operated exclusively encourage, facilitate, and assist in the financing of charter schools and all educational activities related thereto. The housing partnership network, inc. And five of its members, who are leading lenders to charter schools, joined together to create csfp - a groundbreaking vehicle to access secondary market financing for charter schools that serve disadvantaged students and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$14,002,091$13,610,457▼ $391,634
Cash and Non-Interest-Bearing Accounts$1,077,329$1,365,809▲ $288,480
Savings and Temporary Cash Investments$662,612$663,190▲ $578
Prepaid Expenses and Deferred Charges$21,933$24,033▲ $2,100
Accounts Receivable$270--
Total Assets$15,764,235$15,663,489▼ $100,746
Liabilities
Unsecured Notes Loans Payable$901,300$526,392▼ $374,908
Accounts Payable and Accrued Expenses$29,138$125,832▲ $96,694
Total Liabilities$930,438$652,224▼ $278,214
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,174,458$13,157,732▼ $16,726
Net Assets Without Donor Restrictions$1,659,339$1,853,533▲ $194,194
Total Net Assets Fund Balance$14,833,797$15,011,265▲ $177,468
Total Liabilities and Net Assets / Fund Balance$15,764,235$15,663,489▼ $100,746

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$286,042--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Sara Vernon StermanChair
Catherine RodriguezPresident
Adrian RuizBoard Manager
Diane BorradaileBoard Manager
Jennifer NovakBoard Manager
Kim DempseyBoard Manager
Kim Latimer-nelliganBoard Manager
Mark Van BruntBoard Manager (left in 2021)
Eric ChatmanSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,274
Program Service Revenue
$329,938
Investment Income
$606
Other Revenue
$0
Change in Net Assets
$177,468

Audited Revenue Reconciliation

Revenue per Audited Statements
$332,818
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$332,818
Total Revenue per Form 990
$332,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,350
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$55,937$8,358-$64,295
Insurance$45,700--$45,700
Fees for Services Accounting-$24,710-$24,710
Fees for Services Legal$19,000--$19,000
Other Expenses$1,645--$1,645
Total Functional Expenses$122,282$33,068$0$155,350

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$155,350
Total Expenses per Audited Statements$155,350
Total Expenses per Form 990$155,350
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Annual disclosure for covered persons
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Csfp utilizes housing partnership network as a management agency, who provides the day to day operating support and record keeping.”

Form 990, Part VI, Section A, Line 6

“Csfp has six members. Members may serve on the board of managers.”

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

“Prior to filing, csfp's board of managers review and approve the form 990.”

Form 990, Part VI, Section B, Line 12C

“Annual conflict of interest disclosure is used and if any issues arise the board is notified. If issues arise, the board manager involved will recuse themselves from the decision making process.”

Form 990, Part VI, Section C, Line 19

“Csfp's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Charter School Financing Partnership
EIN
26-1521682
Phone
6177201999
Address
1 WASHINGTON MALL 12TH FLOOR, BOSTON, MA 02108

Signing Officer

Name
Catherine Rodriguez
Title
President
Phone
6177201999
Signed
2022-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Rodriguez
Formed
2007
Legal Domicile
De
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Andrew R Puricelli CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of managers assumes responsibility for oversight of the audit of its financial statement and the selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Csfp accounts for uncertainty in income taxes in accordance with asc topic, income taxes. This standard clarifies the accounting for uncertainty in tax positions and prescribes a recognition threshold and measurement attribute for the financial statements regarding a tax position taken or expected to be taken in a tax return. Csfp has determined that there are no uncertain tax positions which qualify for either recognition or disclosure in the financial statements at december 31, 2021. Csfp's information returns are subject to examination by the federal and state jurisdictions.”

Raw XML AppendixShowing 400 of 433 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/SavingsAndTempCashInvstGrp/EOYAmt0663190
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0249072
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0160374
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0543986
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0606
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02448
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05743
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05008
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04076
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0329938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0390046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0203991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0218249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0367358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01509582
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0606
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02448
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05743
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05008
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017881
IRS990ScheduleA/InvestmentIncomeCYPct00.00860
IRS990ScheduleA/InvestmentIncomePYPct00.00770
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.35010
IRS990ScheduleA/PublicSupportPY509Pct00.33990
IRS990ScheduleA/PublicSupportTotal509Amt0725229
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0294938
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0360046
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0172212
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0178785
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0322358
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01328339
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0294938
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0360046
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0172212
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0178785
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0322358
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01328339
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0332212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0455264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0453063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0378623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0434406
IRS990ScheduleA/Total509Grp/TotalAmt02053568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0332818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0457712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0458806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0383631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0438482
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02071449
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0155350
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt010299458
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt192455
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2285787
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt32646715
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4286042
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CREDIT ENHANCEMENT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1LOANS RECEIVABLE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2LENDING RESERVE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3GRANT RESERVE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4DEBT SERVICE RESERVES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0332818
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CSFP ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CSFP HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2021. CSFP'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt013610457
IRS990ScheduleD/TotalExpensesPerForm990Amt0155350
IRS990ScheduleD/TotalRevenuePerForm990Amt0332818
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0332818
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0155350
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0CATHERINE RODRIGUEZ, ERIC CHATMAN AND KIM DEMPSEY WERE COMPENSATED BY HOUSING PARTNERSHIP NETWORK, INC. (HPN), AN UNRELATED NONPROFIT MANAGEMENT AGENT PROVIDING SERVICES TO CHARTER SCHOOL FINANCING PARTNERSHIP, LLC, AS FULL TIME EMPLOYEES OF HPN. CATHERINE RODRIGUEZ RECEIVED $202,537 IN SALARY AND BONUS AND $43,137 IN BENEFITS. ERIC CHATMAN RECEIVED $305,377 IN SALARY AND BONUS AND $50,480 IN BENEFITS. KIM DEMPSEY RECEIVED $307,764 IN SALARY AND BONUS AND $42,953 IN BENEFITS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VII, QUESTION 5
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CSFP UTILIZES HOUSING PARTNERSHIP NETWORK AS A MANAGEMENT AGENCY, WHO PROVIDES THE DAY TO DAY OPERATING SUPPORT AND RECORD KEEPING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CSFP HAS SIX MEMBERS. MEMBERS MAY SERVE ON THE BOARD OF MANAGERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO FILING, CSFP'S BOARD OF MANAGERS REVIEW AND APPROVE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL CONFLICT OF INTEREST DISCLOSURE IS USED AND IF ANY ISSUES ARISE THE BOARD IS NOTIFIED. IF ISSUES ARISE, THE BOARD MANAGER INVOLVED WILL RECUSE THEMSELVES FROM THE DECISION MAKING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CSFP'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF MANAGERS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015764235
IRS990/TotalAssetsEOYAmt015663489
IRS990/TotalAssetsGrp/BOYAmt015764235
IRS990/TotalAssetsGrp/EOYAmt015663489
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02274
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033068
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122282
IRS990/TotalFunctionalExpensesGrp/TotalAmt0155350
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0930438
IRS990/TotalLiabilitiesEOYAmt0652224
IRS990/TotalLiabilitiesGrp/BOYAmt0930438
IRS990/TotalLiabilitiesGrp/EOYAmt0652224
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014833797
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015011265
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0122282
IRS990/TotalProgramServiceRevenueAmt0329938
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0606
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0329938
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0332818
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015764235
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015663489
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0901300
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0526392
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 WASHINGTON MALL 12TH FLOOR
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002108
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,663,489
Liabilities
$652,224
Net assets
$15,011,265
Revenue
$332,818
Expenses
$155,350
Net income
$177,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.6$0.02$16.5$0.78$0.12$0.66
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.09$15.9$0.78$0.14$0.65
2022Detailed filing. Detailed filing data is available for this year.$15.3$0.03$15.2$0.36$0.14$0.22
2021Detailed filing. Detailed filing data is available for this year.$15.7$0.65$15.0$0.33$0.16$0.18
2020Detailed filing. Detailed filing data is available for this year.$15.8$0.93$14.8$0.46$0.15$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$1.39$14.5$0.46$0.14$0.32
2018Detailed filing. Detailed filing data is available for this year.$16.0$1.78$14.2$0.38$0.15$0.24
2017Detailed filing. Detailed filing data is available for this year.$16.1$2.09$14.0$0.44$0.15$0.29
2016Detailed filing. Detailed filing data is available for this year.$17.7$3.99$13.7$0.51$0.14$0.37
2015Detailed filing. Detailed filing data is available for this year.$17.7$4.35$13.3$0.19$2.34$2.15
2014Detailed filing. Detailed filing data is available for this year.$18.6$3.16$15.5$0.21$0.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$19.0$3.55$15.4$3.47$0.28$3.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$6.65$12.2$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$14.9$3.76$0.25