Civic Intelligence

The Dalessandro Foundation

990PF • Fiscal year 2019 • EIN 27-0210702

Apr 01, 2018 to Mar 31, 2019 • Filed on Jan 14, 2020

Organization Profile
Hemenway Barnes PO Box 961209Boston, MA 02196-1209

(617) 227-7940

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$13,634

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

$8,775,410

No earlier filing loaded for comparison.

Net Assets

$8,775,410

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin18th percentile

Revenue

$536,027

No earlier filing loaded for comparison.

Expenses

$636,282

No earlier filing loaded for comparison.

Net Income

-$100,255

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2019: $8,775,410Liabilities 2019: $0Net Assets 2019: $8,775,4102019Assets 2020: $8,397,615Liabilities 2020: $0Net Assets 2020: $8,397,6152020Assets 2021: $8,433,582Liabilities 2021: $0Net Assets 2021: $8,433,5822021Assets 2022: $8,403,954Liabilities 2022: $0Net Assets 2022: $8,403,9542022Assets 2023: $7,980,182Liabilities 2023: $0Net Assets 2023: $7,980,1822023Assets 2024: $7,892,657Liabilities 2024: $0Net Assets 2024: $7,892,6572024Assets 2025: $7,708,045Liabilities 2025: $0Net Assets 2025: $7,708,0452025

Highlighted filing

2019

Assets$8,775,410
Liabilities$0
Net Assets$8,775,410
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2019: $536,027Expenses 2019: $636,282Net Income 2019: -$100,2552019Revenue 2020: $298,227Expenses 2020: $655,058Net Income 2020: -$356,8312020Revenue 2021: $652,229Expenses 2021: $616,262Net Income 2021: $35,9672021Revenue 2022: $604,499Expenses 2022: $625,309Net Income 2022: -$20,8102022Revenue 2023: $293,957Expenses 2023: $716,636Net Income 2023: -$422,6792023Revenue 2024: $585,292Expenses 2024: $626,701Net Income 2024: -$41,4092024Revenue 2025: $442,636Expenses 2025: $615,690Net Income 2025: -$173,0542025

Highlighted filing

2019

Revenue$536,027
Expenses$636,282
Net Income-$100,255
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jan 14, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY C WITHERSTrustee-$13,634-$13,634
DENISE O'HEARNTrustee-$13,634-$13,634
ARTHUR B PAGETrustee-$4,091-$4,091
JOAN G FLYNNTrustee-$4,090-$4,090
ROBERT MCCANNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Dalessandro Foundation
EIN
27-0210702
Phone
6172277940
Address
HEMENWAY BARNES PO BOX 961209, BOSTON, MA 02196-1209

Signing Officer

Name
Arthur B Page
Title
Trustee
Phone
6172277940
Signed
2020-01-14
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Craig D Dickopf
Phone
6172277940
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61655 MVC CAPITAL INC 6.25% SR NTS 11/30/22 USD25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62145 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt632200 NUVEEN CREDIT STRATEGIES INCOME SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt641345 NUVEEN MORTGAGE OP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt658340 OAKTREE SPECIALTY LENDING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt662050 REDWOOD TRUST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67434 REPUBLIC SERVICES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68545 THOMSON-REUTERS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt691250 TRIPLEPOINT VENTURE GROWTH BDC 5.75% NTS 7/15/22 USD25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70675 WHITEHORSE FINL INC 6.5% NTS DUE 2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71550 WILLIAMS COMPANIES INC
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,775,410
Liabilities
$0
Net assets
$8,775,410
Revenue
$536,027
Expenses
$636,282
Net income
-$100,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.44$0.62$0.17
2024Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.59$0.63$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.29$0.72$0.42
2022Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.60$0.63$0.02
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.65$0.62$0.04
2020Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.30$0.66$0.36
2019Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.54$0.64$0.10