Civic Intelligence

Seiu Local 509 - Commonwealth Human

EIN 30-6672860 • 501(c)3 • Marlborough, MA

Profile

To create high value professional development to benefit all bargaining unit members. We aim to provide meaningful training opportunities that are rooted in equitable, diverse, and inclusive practice.

293 Boston Post RoadMarlborough, MA 01752

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.04x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

30th percentile

-2.8%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

20th percentile

-5.0%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

1.6%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$5,541,045

Down $293,729 (-5.0%) from 2023

Liabilities

Down

$45,863

Down $393,514 (-90%) from 2023

Net Assets

Up

$5,495,182

Up $99,785 (+1.8%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin30th percentile

Revenue

Up

$1,301,837

Up $20,973 (+1.6%) from 2023

Expenses

Up

$1,338,492

Up $123,186 (+10%) from 2023

Net Income

Down

-$36,655

Down $102,213 (-156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $5,475,132Liabilities 2020: $45,407Net Assets 2020: $5,429,7252020Assets 2021: $5,696,846Liabilities 2021: $47,198Net Assets 2021: $5,649,6482021Assets 2022: $5,183,856Liabilities 2022: $111,723Net Assets 2022: $5,072,1332022Assets 2023: $5,834,774Liabilities 2023: $439,377Net Assets 2023: $5,395,3972023Assets 2024: $5,541,045Liabilities 2024: $45,863Net Assets 2024: $5,495,1822024

Highlighted filing

2024

Assets$5,541,045
Liabilities$45,863
Net Assets$5,495,182
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $5,757,358Expenses 2020: $327,633Net Income 2020: $5,429,7252020Revenue 2021: $990,875Expenses 2021: $740,154Net Income 2021: $250,7212021Revenue 2022: $1,038,699Expenses 2022: $1,071,712Net Income 2022: -$33,0132022Revenue 2023: $1,280,864Expenses 2023: $1,215,306Net Income 2023: $65,5582023Revenue 2024: $1,301,837Expenses 2024: $1,338,492Net Income 2024: -$36,6552024

Highlighted filing

2024

Revenue$1,301,837
Expenses$1,338,492
Net Income-$36,655
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,541,045
Liabilities
$45,863
Net assets
$5,495,182
Revenue
$1,301,837
Expenses
$1,338,492
Net income
-$36,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.54$0.05$5.50$1.30$1.34$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.83$0.44$5.40$1.28$1.22$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.18$0.11$5.07$1.04$1.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.05$5.65$0.99$0.74$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.05$5.43$5.76$0.33$5.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 6, 2025
Return Version
2024v5.2
Gross Receipts
$1,301,837
Mission and Program Overview

Mission

To create high value professional development to benefit all bargaining unit members. We aim to provide meaningful training opportunities that are rooted in equitable, diverse, and inclusive practice.

Provides employment-related educational training and scholarships to eligible human service workers and educators in massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,395,397$5,495,182▲ $99,785
Investments Other Securities$3,891,138$4,162,247▲ $271,109
Savings and Temporary Cash Investments$1,717,371$910,079▼ $807,292
Prepaid Expenses and Deferred Charges$6,265$248,719▲ $242,454
Accounts Receivable$220,000$220,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,834,774$5,541,045▼ $293,729
Liabilities
Accounts Payable and Accrued Expenses$439,377$45,863▼ $393,514
Total Liabilities$439,377$45,863▼ $393,514
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,395,397$5,495,182▲ $99,785
Total Liabilities and Net Assets / Fund Balance$5,834,774$5,541,045▼ $293,729

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,169,224--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Adriana ZwickTrustee
Courtney KennyTrustee
Dean PaolilloTrustee
Dianne CanavanTrustee
Imad SandaklyTrustee
Matthew HaleTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Seiu Education & Support FundAdministrative Services351 PLEASANT STREET SUITE B 215, Northampton, MA 01060$654,458
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,158,046
Investment Income
$143,791
Other Revenue
$0
Change in Net Assets
$-36,655

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,291,753
Revenue Not Reported on Financial Statements
$10,084
Revenue Not Reported on Form 990
$136,440
Total Revenue per Audited Statements
$1,428,193
Total Revenue per Form 990
$1,301,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,037,728
Grants and Similar Amounts Paid$300,764
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$300,764--$300,764
Fees for Services Management-$200,479-$200,479
Information Technology$40,065--$40,065
Fees for Services Legal-$20,256-$20,256
Fees for Services Accounting-$12,011-$12,011
Fees for Service Investment Mgmnt Fees-$10,084-$10,084
Occupancy-$9,000-$9,000
Fees for Services Other-$7,900-$7,900
Insurance-$7,773-$7,773
Office Expenses-$5,513-$5,513
Other Expenses$4,811--$4,811
All Other Expenses$600$1,616-$2,216
Travel-$1,170-$1,170
Total Functional Expenses$1,062,690$275,802$0$1,338,492

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,338,492
Expenses per Audited Statements$1,328,408
Total Expenses per Audited Statements$1,328,408
Expenses Not Reported on Financial Statements$10,084
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Trustees review and approve the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Any conflicts are to be disclosed with board of trustees. Upon receipt of a report of an actual or potential conflict of interest, the board of trustees will promptly review the matter and determine the appropriate action, if any.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Seiu Local 509 - Commonwealth Human
EIN
30-6672860
Phone
7748437509
Address
293 BOSTON POST ROAD, MARLBOROUGH, MA 01752

Signing Officer

Name
Courtney Kenney
Title
Trustee
Phone
7748437509
Signed
2025-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Hale
Formed
2020
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Manzi & Associates LLC
Address
855 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
Jeannie Mickel
Phone
9789751099
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight process or selection process.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The trustees along with fund management have analyzed the tax positions taken by the fund, and have concluded that as of december 31, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML Appendix385 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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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0136440
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010084
IRS990ScheduleD/RevenueSubtotalAmt01291753
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUSTEES ALONG WITH FUND MANAGEMENT HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAVE CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04162247
IRS990ScheduleD/TotalExpensesPerForm990Amt01338492
IRS990ScheduleD/TotalRevenuePerForm990Amt01301837
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01428193
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01328408
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0300764
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR ELIGIBLE MEMBERS OR DEPENDENTS FOR ENROLLMENT IN AN UNDERGRADUATE, GRADUATE, OR PHD PROGRAM AT ACCREDITED EDUCATIONAL INSTITUTIONS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt041
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FAIR MARKET VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FUND MAINTAINS SCHOLARSHIP AWARD GUIDELINES WHICH CONTAINS SPECIFIC ELIGIBILITY CRITERIA. ALL ELIGIBILITY CRIERIA MUST BE MET BEFORE A SCHOLARSHIP IS AWARDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY CONFLICTS ARE TO BE DISCLOSED WITH BOARD OF TRUSTEES. UPON RECEIPT OF A REPORT OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD OF TRUSTEES WILL PROMPTLY REVIEW THE MATTER AND DETERMINE THE APPROPRIATE ACTION, IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05834774
IRS990/TotalAssetsEOYAmt05541045
IRS990/TotalAssetsGrp/BOYAmt05834774
IRS990/TotalAssetsGrp/EOYAmt05541045
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0275802
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01062690
IRS990/TotalFunctionalExpensesGrp/TotalAmt01338492
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0439377
IRS990/TotalLiabilitiesEOYAmt045863
IRS990/TotalLiabilitiesGrp/BOYAmt0439377
IRS990/TotalLiabilitiesGrp/EOYAmt045863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05395397
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05495182
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01062690
IRS990/TotalProgramServiceRevenueAmt01158046
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0143791
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01158046
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01301837
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05834774
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05541045
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01170
IRS990/TravelGrp/TotalAmt01170
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0293 BOSTON POST ROAD
IRS990/USAddress/CityNm0MARLBOROUGH
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001752
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COURTNEY KENNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07748437509
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEIU LOCAL 509 - COMMONWEALTH HUMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SERVICE WORKERS AND EDUCATORS FUND
ReturnHeader/Filer/BusinessNameControlTxt0SEIU
ReturnHeader/Filer/EIN0306672860
ReturnHeader/Filer/PhoneNum07748437509
ReturnHeader/Filer/USAddress/AddressLine1Txt0293 BOSTON POST ROAD
ReturnHeader/Filer/USAddress/CityNm0MARLBOROUGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001752
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043508036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANZI & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0855 TURNPIKE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845
ReturnHeader/PreparerPersonGrp/PhoneNum09789751099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANNIE MICKEL
ReturnHeader/ReturnTs02025-10-14T11:12:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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