Civic Intelligence

The Dalessandro Foundation

990PF • Fiscal year 2021 • EIN 27-0210702

Apr 01, 2020 to Mar 31, 2021 • Filed on Jan 28, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

35th percentile

5.5%

Higher net margin than 35% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$9,243

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

26th percentile

0.4%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

119%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,433,582

Up $35,967 (+0.4%) from 2020

Net Assets

Up

$8,433,582

Up $35,967 (+0.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin35th percentile

Revenue

Up

$652,229

Up $354,002 (+119%) from 2020

Expenses

Down

$616,262

Down $38,796 (-5.9%) from 2020

Net Income

Up

$35,967

Up $392,798 (+110%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2021

Assets$8,433,582
Liabilities$0
Net Assets$8,433,582
Open 2021 Filing

Operations Trend

Revenue Growth85th 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

2021

Revenue$652,229
Expenses$616,262
Net Income$35,967
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jan 28, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY C WITHERSTrustee-$9,243-$9,243
DENISE O'HEARNTrustee-$9,243-$9,243
ARTHUR B PAGETrustee-$2,773-$2,773
JOAN G FLYNNTrustee-$2,773-$2,773
ROBERT MCCANN RESIGNED 21821Trustee-$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
2022-01-28
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/BookValueAmt29306586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30240128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31205891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32238715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3357465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34118950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35255238
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36107567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt374249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38405744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39270548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4051747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4132045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4215166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43155793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44127768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt458679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46101290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47313031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48166556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49165874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50376161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt518332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt528547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5388700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AGNC INVESTMENT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AGNC INVESTMENT CORP 6.12% CUM RED PFD STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ANNALY CAPITAL MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ARES MANAGEMENT CORP 7% PFD STOCK SERIES A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ATLANTIC UNION BANKSHARES CORP 6.875% DEP SH RP 1/400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5B RILEY FINANCIAL INC 7.375% SNR NTS 5/31/23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BLACKROCK CAPITAL ALLOCATION FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKROCK HEALTH SCIENCES TR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BLACKROCK INNOVATION & GROWTH TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BLACKROCK MULTI-SECTOR OPPORTUNITIES TRUST II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10BLACKROCK STRATEGIC INCOME OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11BLACKSTONE REAL ESTATE INCOME TRUST INC CL S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12COHEN & STEERS REAL ESTATE SECURITIES FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DELAWARE EMERGING MKTS FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14DOUBLE LINE TOTAL RETURN FUND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15EXTENDED STAY AMERICA INC UNITS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FEDERATED FLOATING RATE STRATEGIC INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GLADSTONE INVEST CORP 5% NOTES DUE 1/5/26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GLADSTONE INVEST CORP 6.375% CUM TERM PFD SER E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19HATTERAS CORE ALTERNATIVES FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20INVESCO EXCHANGE TRADED FUND TSR LN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ISHARES INC MSCI CDA ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ISHARES INTL SELECT DIVID ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ISHARES MSCI EAFE GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ISHARES MSCI INTL MULTIFACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ISHARES MSCI USA MOMENTUM FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ISHARES MSCI USA QUALITY FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28ISHARES PFD & INCOME SECURITIES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29ISHARES RUSSELL 1000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30ISHARES RUSSELL 1000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31ISHARES RUSSELL 2000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ISHARES RUSSELL 2000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34ISHARES TRUST PFD & INCOME SEC ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35JP MORGAN CORE PLUS FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36KRANESHARES TR QUADRTC INT RT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37PINNACLE FINANCIAL PARTNERS DEP SHS REP 1/40 INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38PRINCIPAL GLOBAL DIVERSIFIED INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40SELECT SECTOR SPDR TRUST COMMUNICATION ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41SELECT SECTOR SPDR TRUST ENERGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42STARWOOD PROPERTY TRUST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43T. ROWE PRICE GLOBAL TECH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44TEMPLETON GLOBAL BOND ADV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45TRIPLEPOINT VENTURE GROWTH BDC 5.75% NTS 7/15/22 USD25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46VANGUARD DIVID APPRECIATION ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48VANGUARD MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49VANGUARD SHRT TRM CORP BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50VIRTUS CEREDEX SMALL-CAP VALUE EQUITY FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51WHITEHORSE FINL INC 6.5% NTS 2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52WINTRUST FINANCIAL CORP 6.875% DEP SHS REP 1/1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53WISDOMTREE US LARGECAP DIVID FUND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt018771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt218232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt54621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt641060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt778900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt840600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9136170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10309862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11387639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1269840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13218164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14248067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1510566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1684942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt175508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt188530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1921087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2088653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2127751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2278700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23308108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24200920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2586130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26168903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27456675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2876800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29627529
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30404032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31562083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32477294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3357523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34125914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35258993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36107547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt374474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38401650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39265608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4054184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4139346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4219421
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43279793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4496530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt458830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46147080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47365391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt48278888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49169125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50354314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt518852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt529128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53129933
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,433,582
Liabilities
$0
Net assets
$8,433,582
Revenue
$652,229
Expenses
$616,262
Net income
$35,967
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