Civic Intelligence

The Dalessandro Foundation

990PF • Fiscal year 2024 • EIN 27-0210702

Apr 01, 2023 to Mar 31, 2024 • Filed on Jan 29, 2025

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

25th percentile

-7.1%

Higher net margin than 25% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$11,740

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

29th percentile

-1.1%

Faster asset growth than 29% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

99%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,892,657

Down $87,525 (-1.1%) from 2023

Net Assets

Down

$7,892,657

Down $87,525 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin25th percentile

Revenue

Up

$585,292

Up $291,335 (+99%) from 2023

Expenses

Down

$626,701

Down $89,935 (-13%) from 2023

Net Income

Up

-$41,409

Up $381,270 (+90%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2024

Assets$7,892,657
Liabilities$0
Net Assets$7,892,657
Open 2024 Filing

Operations Trend

Revenue Growth87th 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

2024

Revenue$585,292
Expenses$626,701
Net Income-$41,409
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jan 29, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES R PLATT APPOINTED 42822Trustee-$11,740-$11,740
TIMOTHY C WITHERSTrustee-$11,740-$11,740
MARY O HARRIS APPOINTED 3923Trustee-$11,740-$11,740
JOAN G FLYNNTrustee-$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
Charles R Platt
Title
Trustee
Phone
6172277940
Signed
2025-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Theresa a Farrell
Phone
6172277940
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74UNITEDHEALTH GROUP INC (HILTON CAPITAL MGMT LLC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77WALMART INC (HEMENWAY & BARNES LLP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78WALMART INC (HILTON CAPITAL MGMT LLC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WINTRUST FINANCIAL CORP 6.875% DEP SHS REP 1/1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ZIMMER BIOMET HOLDINGS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0249518
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0249759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024052
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3144918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4272583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5353500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6165582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt867810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt955860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10130336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1115649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12110730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1423422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1580557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1678769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17122729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18120510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19110029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20299877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2177447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2253059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23261122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24214475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25159478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26186981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2726691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2878885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29106955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3018953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31282141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3259915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33342810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt347739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt358159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36299955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3716356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3859770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39225927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40101290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41104445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42166556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43112930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4484728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45237290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46443015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4788700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALPS ALERIAN MLP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AVALONBAY CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLACKROCK HEALTH SCIENCES TR II
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/CategoryOrItemTxt7CERTIFICATES OF DEPOSIT ACCRUED INTEREST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8COHEN & STEERS REAL ESTATE SECURITIES FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9COMMUNICAT SVS SLCT SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DELAWARE EMERGING MKTS FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ENERGY SELECT SECTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FEDERATED HERMES FLOATING RATE STRATEGIC INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13INVESCO PHLX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14INVESCO SENIOR LOAN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES INTL EQUITY F ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHARES INTL SELECT DIVID ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ISHARES MSCI EAFE GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ISHARES MSCI USA MOMENTUM FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ISHARES MSCI USA QUALITY FACTOR ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ISHARES PFD & INCOME SECURITIES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ISHARES PREFERRED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ISHARES RUSSELL 1000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ISHARES RUSSELL 1000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ISHARES RUSSELL 2000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ISHARES RUSSELL 2000 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ISHARES TR IS 1-5 YR IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28ISHARES TRUST 3-7 YEAR TREAS BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29JANUS HENDERSON AAA CLO ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30JANUS HENDERSON B BBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31JP MORGAN CORE PLUS FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32JP MORGAN ETF TR NASDAQ EQUITY PREMIUM INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33PRINCIPAL DIVERSIFIED INCOME FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34PROLOGIS INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35PUBLIC STORAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37SELECT SECTOR UTI SELECT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38SPDR BLACKSTONE SENIOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39T. ROWE PRICE GLOBAL TECH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40VANGUARD DIVID APPRECIATION ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42VANGUARD MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43VANGUARD SCOTTSDALES FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45VGRD STC ETF DV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46VIRTUS CEREDEX SMALL-CAP VALUE EQUITY FUND CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47WISDOMTREE US LARGECAP DIVID FUND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt027195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt249170
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4264549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5463960
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10190923
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1670100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17185675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18158799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19196718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20566186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2164460
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2255113
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23702412
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26365898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2726717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2878403
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3273116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33303133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt348595
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36266792
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40182610
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43114324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4483679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45240357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46360294

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,892,657
Liabilities
$0
Net assets
$7,892,657
Revenue
$585,292
Expenses
$626,701
Net income
-$41,409
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