Civic Intelligence

The Dalessandro Foundation

990PF • Fiscal year 2020 • EIN 27-0210702

Apr 01, 2019 to Mar 31, 2020 • Filed on Feb 03, 2021

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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

6th percentile

-120%

Higher net margin than 6% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$11,546

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

16th percentile

-4.3%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$8,397,615

Down $377,795 (-4.3%) from 2019

Net Assets

Down

$8,397,615

Down $377,795 (-4.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin6th percentile

Revenue

Down

$298,227

Down $237,800 (-44%) from 2019

Expenses

Up

$655,058

Up $18,776 (+3.0%) from 2019

Net Income

Down

-$356,831

Down $256,576 (-256%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2020

Assets$8,397,615
Liabilities$0
Net Assets$8,397,615
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

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

2020

Revenue$298,227
Expenses$655,058
Net Income-$356,831
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Feb 3, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY C WITHERSTrustee-$11,546-$11,546
DENISE O'HEARNTrustee-$11,546-$11,546
ARTHUR B PAGETrustee-$3,464-$3,464
JOAN G FLYNNTrustee-$3,464-$3,464
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
2021-02-03
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/CategoryOrItemTxt1435553.981 TEMPLETON FOREIGN FUND ADV CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1533524.996 VIRTUS CEREDEX SMALL-CAP VALUE EQUITY FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162000 ISHARES PFD & INCOME SECURITIES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1729091.085 BLACKROCK STRATEGIC INCOME OPPORTUNITIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1822944.728 DOUBLE LINE TOTAL RETURN FUND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt198627.597 FEDERATED FLOATING RATE STRATEGIC INCOME FUND CL IS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2029371.534 JP MORGAN CORE PLUS FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2124342.31 RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt229844.494 TEMPLETON GLOBAL BOND ADV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2328403.795 PRINCIPAL GLOBAL DIVERSIFIED INCOME FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24397.938 HATTERAS CORE ALTERNATIVES FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2532797.946 BLACKSTONE REAL ESTATE INCOME TRUST INC CL S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt261285 ISHARES TRUST INTRM GOV CR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt276779 SCHWAB STRATEGIC TR SHT TM US TRES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28630 VANGUARD SHRT TRM CORP BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29870 AMERICOLD REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt301250 ARES MANAGEMENT CORP 7% PFD STOCK SERIES A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31325 B RILEY FINANCIAL INC 7.375% SNR NTS 5/31/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt321040 CAPITAL SOUTHWEST CORP 5.95% NOTES DUE 12/15/22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt331175 CUSTOMERS BANCORP INC 7% NON CUM PERP PFD SER C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34900 FIDUS INVESTMENT CORP 6% NOTES DUE 2/15/24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35325 GLADSTONE CAPITAL CORP 6.125% NOTES DUE 2023 USD25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt361135 GLADSTONE INVEST CORP 6.375% CUM TERM PFD SER E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt371225 IBERIABANK CORP D/SHS RE 1/400T INT FIX FLT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38542 MVC CAPITAL INC 6.25% SR NTS 11/30/22 USD25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt391235 NUVEEN CREDIT STRATEGIES INCOME SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40959 NUVEEN MORTGAGE & INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt411145 TRIPLEPOINT VENTURE GROWTH BDC 5.75% NTS 7/15/22 USD25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42475 WHITEHORSE FINL INC 6.5% NTS DUE 2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt432500 ISHARES INTL SELECT DIVID ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt443000 ISHARES EDGE MSCI MULTIFACTOR INTL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt451000 VANGUARD DIVID APPRECIATION ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt463000 BLACKROCK HEALTH SCIENCES TR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt471500 BLACKROCK MULTI-SECTOR OPPORTUNITIES TRUST II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48635 ARMADA HOFFLER PPTYS INC 6.75% CUM RED PERP PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49290 GLADSTONE COMMERCIAL CORP 6.625% CUM RED PFD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50655 TRISTATE CAP HLDGS INC 6.375% DEP SHS REP 1/40TH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0264414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1328718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2245516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3368852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4251850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5142220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6111804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7303900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8165879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9235521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1091705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1149678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12124243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13216626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14184170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15230912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1663680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17271420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18240002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1974197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20247896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21229304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2299036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23320679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2448329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25375307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26147415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27350678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2849833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2929615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3030512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3222890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3325462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3421159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt357205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3624503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3727281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3811935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt397002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4015776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4124904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4210212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4356500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4460780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45103390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4653700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47106935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4813729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt495182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5012707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0289832
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-23515
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt022273
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0288590
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0288590
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07506
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022514

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,397,615
Liabilities
$0
Net assets
$8,397,615
Revenue
$298,227
Expenses
$655,058
Net income
-$356,831
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