Civic Intelligence

Sharon E Fay & Maxine Schaffer Family

EIN 27-6385378 • Boston, MA

Rubin And Rudman Llp 53 State StBoston, MA 02109
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

998%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,788,171

Up $337,521 (+7.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,788,171

Up $337,521 (+7.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin99th percentile

Revenue

Up

$534,262

Up $485,584 (+998%) from 2023

Expenses

Up

$5,369

Up $843 (+19%) from 2023

Net Income

Up

$528,893

Up $484,741 (+1098%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2014: $1,451,713Liabilities 2014: $0Net Assets 2014: $1,451,7132014Assets 2015: $1,761,528Liabilities 2015: $0Net Assets 2015: $1,761,5282015Assets 2016: $1,736,897Liabilities 2016: $0Net Assets 2016: $1,736,8972016Assets 2017: $1,737,466Liabilities 2017: $0Net Assets 2017: $1,737,4662017Assets 2018: $1,751,469Liabilities 2018: $0Net Assets 2018: $1,751,4692018Assets 2019: $2,770,700Liabilities 2019: $0Net Assets 2019: $2,770,7002019Assets 2020: $3,887,819Liabilities 2020: $0Net Assets 2020: $3,887,8192020Assets 2021: $4,317,860Liabilities 2021: $0Net Assets 2021: $4,317,8602021Assets 2022: $4,399,167Liabilities 2022: $0Net Assets 2022: $4,399,1672022Assets 2023: $4,450,650Liabilities 2023: $0Net Assets 2023: $4,450,6502023Assets 2024: $4,788,171Liabilities 2024: $0Net Assets 2024: $4,788,1712024

Highlighted filing

2024

Assets$4,788,171
Liabilities$0
Net Assets$4,788,171
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $339,971Expenses 2014: $71,829Net Income 2014: $268,1422014Revenue 2015: $392,213Expenses 2015: $91,436Net Income 2015: $300,7772015Revenue 2016: $82,542Expenses 2016: $103,058Net Income 2016: -$20,5162016Revenue 2017: $107,973Expenses 2017: $109,674Net Income 2017: -$1,7012017Revenue 2018: $130,069Expenses 2018: $118,009Net Income 2018: $12,0602018Revenue 2019: $415,606Expenses 2019: $682,594Net Income 2019: -$266,9882019Revenue 2020: $1,262,425Expenses 2020: $151,329Net Income 2020: $1,111,0962020Revenue 2021: $452,527Expenses 2021: $24,553Net Income 2021: $427,9742021Revenue 2022: $100,427Expenses 2022: $22,442Net Income 2022: $77,9852022Revenue 2023: $48,678Expenses 2023: $4,526Net Income 2023: $44,1522023Revenue 2024: $534,262Expenses 2024: $5,369Net Income 2024: $528,8932024

Highlighted filing

2024

Revenue$534,262
Expenses$5,369
Net Income$528,893
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,788,171
Liabilities
$0
Net assets
$4,788,171
Revenue
$534,262
Expenses
$5,369
Net income
$528,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.53$0.01$0.53
2023Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.05$0.00$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.10$0.02$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.45$0.02$0.43
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$1.26$0.15$1.11
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.42$0.68$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.13$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.11$0.11$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.39$0.09$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.34$0.07$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON E FAYTrustee-$0--
MAXINE SCHAFFERTrustee-$0--
MATTHEW A BERLINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sharon E Fay & Maxine Schaffer Family
EIN
27-6385378
Phone
6175492882
Address
RUBIN AND RUDMAN LLP 53 STATE ST, BOSTON, MA 02109

Signing Officer

Name
Matthew a Berlin
Title
Trustee
Phone
6173307117
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Litmangerson Associates Llp
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467
Preparer
Song Han CPA
Phone
6173307177
Raw XML Appendix322 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0RUBIN AND RUDMAN LLP 53 STATE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MATTHEW A BERLIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173307177
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MATTHEW A BERLIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06173307177
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0RUBIN AND RUDMAN LLP 53 STATE ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002109
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0245219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0119202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0119202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0119202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0119202
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0126017
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0191372
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt0446
TaxesSchedule/TaxesDetail/Amt12055
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIAMTED TAXES IRS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12055
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW A BERLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06173307117
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARON E FAY & MAXINE SCHAFFER FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0276385378
ReturnHeader/Filer/PhoneNum06175492882
ReturnHeader/Filer/USAddress/AddressLine1Txt0RUBIN AND RUDMAN LLP 53 STATE ST
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042694095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LITMANGERSON ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESTNUT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002467
ReturnHeader/PreparerPersonGrp/PhoneNum06173307177
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SONG HAN CPA
ReturnHeader/ReturnTs02025-05-19T11:34:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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