Civic Intelligence

The Dalessandro Foundation

990PF • Fiscal year 2022 • EIN 27-0210702

Apr 01, 2021 to Mar 31, 2022 • Filed on Jan 19, 2023

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

30th percentile

-3.4%

Higher net margin than 30% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

34th percentile

$9,734

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

49th percentile

-0.4%

Faster asset growth than 49% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-7.3%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,403,954

Down $29,628 (-0.4%) from 2021

Net Assets

Down

$8,403,954

Down $29,628 (-0.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin30th percentile

Revenue

Down

$604,499

Down $47,730 (-7.3%) from 2021

Expenses

Up

$625,309

Up $9,047 (+1.5%) from 2021

Net Income

Down

-$20,810

Down $56,777 (-158%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2022

Assets$8,403,954
Liabilities$0
Net Assets$8,403,954
Open 2022 Filing

Operations Trend

Revenue Growth36th 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

2022

Revenue$604,499
Expenses$625,309
Net Income-$20,810
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jan 19, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY C WITHERSTrustee-$9,734-$9,734
DENISE O'HEARNTrustee-$9,733-$9,733
ARTHUR B PAGETrustee-$2,920-$2,920
JOAN G FLYNNTrustee-$2,920-$2,920
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
2023-01-19
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WALMART INC (HEMENWAY & BARNES LLP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WALMART INC (HILTON CAPITAL MGMT LLC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78WINTRUST FINANCIAL CORP 6.875% DEP SHS REP 1/1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79XYLEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt040000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt160000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt240000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4306215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5353500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt763219
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8122848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9143000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1055670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1178769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12218494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13157530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1480557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15110029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16327415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1777447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18288327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19240128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20205891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21238715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2296612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2357465
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24166719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2532191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2618352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27263659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28425485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29281491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3054073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3118001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3249735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33221590
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34101290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35218293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36166556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37184669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38161495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39101863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40436383
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4188700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKROCK CAPITAL ALLOCATION FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKROCK HEALTH SCIENCES TR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLACKROCK INNOVATION & GROWTH TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BLACKROCK MULTI-SECTOR OPPORTUNITIES TRUST II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLACKROCK STRATEGIC INCOME OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BLACKSTONE REAL ESTATE INCOME TRUST INC CL S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CATALYST/MILLBURN HEDGE STRATEGY FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7COHEN & STEERS REAL ESTATE SECURITIES FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DELAWARE EMERGING MKTS FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FEDERATED HERMES FLOATING RATE STRATEGIC INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10INVESCO EXCHANGE TRADED FUND TSR LN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES INTL SELECT DIVID ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES MSCI EAFE GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES MSCI INTL MULTIFACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES MSCI USA MOMENTUM FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHARES MSCI USA QUALITY FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES PFD & INCOME SECURITIES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ISHARES RUSSELL 1000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ISHARES RUSSELL 1000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ISHARES RUSSELL 2000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ISHARES RUSSELL 2000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ISHARES TRUST 1-3 YEAR TREAS BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ISHARES TRUST 3-7 YEAR TREAS BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ISHARES TRUST BARCLAYS 7 10 YR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ISHARES TRUST PFD & INCOME SEC ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27JP MORGAN CORE PLUS FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28PRINCIPAL DIVERSIFIED INCOME FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30SCHWAB STRATEGIC TR INTRM TRM TREAS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31SELECT SECTOR SPDR TRUST ENERGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33T. ROWE PRICE GLOBAL TECH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34VANGUARD DIVID APPRECIATION ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36VANGUARD MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37VANGUARD SHORT TERM CORP BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38VANGUARD SHORT TERM TREAS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39VANGUARD SHORT-TERM INFLATION PROT SEC INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40VIRTUS CEREDEX SMALL-CAP VALUE EQUITY FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41WISDOMTREE US LARGECAP DIVID FUND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt033120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt160180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3121290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4302976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5480195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6161151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt786249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8179122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9136429
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1179400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12298890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13192540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1483010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15176684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16504862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1772840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18661315
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21483070
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2530306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2618902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27250352
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3999859
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41148922
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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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,403,954
Liabilities
$0
Net assets
$8,403,954
Revenue
$604,499
Expenses
$625,309
Net income
-$20,810
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