Civic Intelligence

David J Defilippo and Lisa M Shapiro

EIN 35-6823300 • Watertown, MA

143 Lovell RoadWatertown, MA 02472
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

3.2%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

27%

Faster revenue growth than 75% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$42,313

Up $1,299 (+3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$42,313

Up $1,299 (+3.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin86th percentile

Revenue

Up

$44,142

Up $9,404 (+27%) from 2023

Expenses

Down

$26,000

Down $2,958 (-10%) from 2023

Net Income

Up

$18,142

Up $12,362 (+214%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$100K$50K$0Assets 2014: $39,759Liabilities 2014: $0Net Assets 2014: $39,7592014Assets 2015: $96,198Liabilities 2015: $0Net Assets 2015: $96,1982015Assets 2016: $88,549Liabilities 2016: $0Net Assets 2016: $88,5492016Assets 2017: $87,213Liabilities 2017: $0Net Assets 2017: $87,2132017Assets 2018: $82,509Liabilities 2018: $0Net Assets 2018: $82,5092018Assets 2019: $73,905Liabilities 2019: $0Net Assets 2019: $73,9052019Assets 2020: $70,209Liabilities 2020: $0Net Assets 2020: $70,2092020Assets 2021: $49,832Liabilities 2021: $0Net Assets 2021: $49,8322021Assets 2022: $46,829Liabilities 2022: $0Net Assets 2022: $46,8292022Assets 2023: $41,014Liabilities 2023: $0Net Assets 2023: $41,0142023Assets 2024: $42,313Liabilities 2024: $0Net Assets 2024: $42,3132024

Highlighted filing

2024

Assets$42,313
Liabilities$0
Net Assets$42,313
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $15,079Expenses 2014: $12,953Net Income 2014: $2,1262014Revenue 2015: $92,202Expenses 2015: $19,661Net Income 2015: $72,5412015Revenue 2016: $47,405Expenses 2016: $30,662Net Income 2016: $16,7432016Revenue 2017: $49,670Expenses 2017: $23,284Net Income 2017: $26,3862017Revenue 2018: $40,602Expenses 2018: $32,506Net Income 2018: $8,0962018Revenue 2019: $152,169Expenses 2019: $117,203Net Income 2019: $34,9662019Revenue 2020: $9,112Expenses 2020: $12,808Net Income 2020: -$3,6962020Revenue 2021: $7,137Expenses 2021: $27,514Net Income 2021: -$20,3772021Revenue 2022: $36,909Expenses 2022: $28,036Net Income 2022: $8,8732022Revenue 2023: $34,738Expenses 2023: $28,958Net Income 2023: $5,7802023Revenue 2024: $44,142Expenses 2024: $26,000Net Income 2024: $18,1422024

Highlighted filing

2024

Revenue$44,142
Expenses$26,000
Net Income$18,142
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$42,313
Liabilities
$0
Net assets
$42,313
Revenue
$44,142
Expenses
$26,000
Net income
$18,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.44$0.26$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.35$0.29$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.37$0.28$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.07$0.28$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.09$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.52$1.17$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.41$0.33$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.50$0.23$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.47$0.31$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.92$0.20$0.73
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.15$0.13$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J DEFILIPPOOfficer-$0--
LISA M SHAPIROOfficer-$0--
Filing and Contact Details

Filer

Filer Name
David J Defilippo and Lisa M Shapiro
EIN
35-6823300
Phone
5082081251
Address
143 LOVELL ROAD, WATERTOWN, MA 02472

Signing Officer

Name
David J Defilippo
Title
Officer
Phone
6177227804
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Z & L Associates Inc
Address
2440 Massachusetts Avenue Suite 15, Cambridge, MA 02140
Preparer
Zareh Orchanian
Phone
6173540010
Raw XML Appendix337 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID J DEFILIPPO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0143 LOVELL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WATERTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002472
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05082081251
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID J DEFILIPPO
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LISA M SHAPIRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLORSHIP/DONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JACOBS PILLOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PERKINS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TABOR ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VARIOUS MISC NON PROFIT ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2SCHOL/DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3DONATION OTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0358 GEORGE CARTER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1175 NORTH BEACON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2232 FRONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3143 LOVELL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BECKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WATERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WATERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102472
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202738
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302472
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025160
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID J DEFILIPPO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0143 LOVELL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WATERTOWN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002472
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt026030
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt026030
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc094.038 DODGE & COX STK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-09-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016843
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET DECREASE IN FMV
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASS FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1204
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J DEFILIPPO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227804
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID J DEFILIPPO AND LISA M SHAPIRO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0356823300
ReturnHeader/Filer/PhoneNum05082081251
ReturnHeader/Filer/USAddress/AddressLine1Txt0143 LOVELL ROAD
ReturnHeader/Filer/USAddress/CityNm0WATERTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002472
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043205321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Z & L ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02440 Massachusetts Avenue Suite 15
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cambridge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002140
ReturnHeader/PreparerPersonGrp/PhoneNum06173540010
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZAREH ORCHANIAN
ReturnHeader/ReturnTs02025-05-06T15:46:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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