Civic Intelligence

Peter & Kathleen Allen Family

EIN 26-6134024 • Boston, MA

CO Fpw 201 Washington St FL 11Boston, MA 02108
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

97th percentile

97%

Higher net margin than 97% 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

65th percentile

4.8%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

8.1%

Faster revenue growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$36,844

Up $1,682 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$36,844

Up $1,682 (+4.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Up

$1,739

Up $131 (+8.1%) from 2023

Expenses

Up

$57

Up $16 (+39%) from 2023

Net Income

Up

$1,682

Up $115 (+7.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$200K$150K$100K$50K$0Assets 2012: $159,234Liabilities 2012: $0Net Assets 2012: $159,2342012Assets 2013: $139,259Liabilities 2013: $0Net Assets 2013: $139,2592013Assets 2014: $110,981Liabilities 2014: $0Net Assets 2014: $110,9812014Assets 2015: $81,240Liabilities 2015: $0Net Assets 2015: $81,2402015Assets 2016: $57,112Liabilities 2016: $0Net Assets 2016: $57,1122016Assets 2017: $42,034Liabilities 2017: $0Net Assets 2017: $42,0342017Assets 2018: $33,590Liabilities 2018: $0Net Assets 2018: $33,5902018Assets 2019: $33,177Liabilities 2019: $0Net Assets 2019: $33,1772019Assets 2020: $33,220Liabilities 2020: $0Net Assets 2020: $33,2202020Assets 2021: $33,187Liabilities 2021: $0Net Assets 2021: $33,1872021Assets 2022: $33,595Liabilities 2022: $0Net Assets 2022: $33,5952022Assets 2023: $35,162Liabilities 2023: $0Net Assets 2023: $35,1622023Assets 2024: $36,844Liabilities 2024: $0Net Assets 2024: $36,8442024

Highlighted filing

2024

Assets$36,844
Liabilities$0
Net Assets$36,844
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

$40K$20K$0-$20K-$40KExpenses 2012: $22,9012012Revenue 2013: $15Expenses 2013: $19,990Net Income 2013: -$19,9752013Revenue 2014: $12Expenses 2014: $28,290Net Income 2014: -$28,2782014Revenue 2015: $9Expenses 2015: $29,750Net Income 2015: -$29,7412015Revenue 2016: $7Expenses 2016: $24,135Net Income 2016: -$24,1282016Revenue 2017: $152Expenses 2017: $15,230Net Income 2017: -$15,0782017Revenue 2018: $593Expenses 2018: $9,037Net Income 2018: -$8,4442018Revenue 2019: $634Expenses 2019: $1,047Net Income 2019: -$4132019Revenue 2020: $91Expenses 2020: $48Net Income 2020: $432020Revenue 2021: $3Expenses 2021: $36Net Income 2021: -$332021Revenue 2022: $443Expenses 2022: $35Net Income 2022: $4082022Revenue 2023: $1,608Expenses 2023: $41Net Income 2023: $1,5672023Revenue 2024: $1,739Expenses 2024: $57Net Income 2024: $1,6822024

Highlighted filing

2024

Revenue$1,739
Expenses$57
Net Income$1,682
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$36,844
Liabilities
$0
Net assets
$36,844
Revenue
$1,739
Expenses
$57
Net income
$1,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01$0.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.15$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.00$0.24$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.30$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.00$0.28$0.28
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.00$0.20$0.20
2012Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.23
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
PETER ALLENTrustee-$0--
KATHLEEN ALLENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Peter & Kathleen Allen Family
EIN
26-6134024
Phone
6177238200
Address
CO FPW 201 WASHINGTON ST FL 11, BOSTON, MA 02108

Signing Officer

Name
Kathleen Allen
Title
Trustee
Phone
6177238200
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Focus Partners Wealth LLC
Address
201 WASHINGTON ST 11TH FLOOR, BOSTON, MA 02108
Preparer
Cheryl L Stelljes
Phone
6177238200
Raw XML Appendix238 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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOCUS PARTNERS WEALTH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 WASHINGTON ST 11TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002108
ReturnHeader/PreparerPersonGrp/PhoneNum06177238200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL L STELLJES
ReturnHeader/ReturnTs02025-05-08T09:04:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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