Civic Intelligence

Stephen & Karla Forgiel Charitable

EIN 46-4911066 • Waltham, MA

75 Third Avenue 2nd FloorWaltham, MA 02451
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-494%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

29th percentile

-3.5%

Faster asset growth than 29% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$623,726

Down $22,930 (-3.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$623,726

Down $22,930 (-3.5%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin2nd percentile

Revenue

Down

$10,093

Down $36,835 (-78%) from 2023

Expenses

Up

$59,971

Up $1,137 (+1.9%) from 2023

Net Income

Down

-$49,878

Down $37,972 (-319%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2014: $10Liabilities 2014: $0Net Assets 2014: $102014Assets 2015: $4,896Liabilities 2015: $0Net Assets 2015: $4,8962015Assets 2016: $763,736Liabilities 2016: $0Net Assets 2016: $763,7362016Assets 2017: $735,604Liabilities 2017: $0Net Assets 2017: $735,6042017Assets 2018: $705,437Liabilities 2018: $0Net Assets 2018: $705,4372018Assets 2019: $700,951Liabilities 2019: $0Net Assets 2019: $700,9512019Assets 2020: $682,430Liabilities 2020: $0Net Assets 2020: $682,4302020Assets 2021: $681,897Liabilities 2021: $0Net Assets 2021: $681,8972021Assets 2022: $694,855Liabilities 2022: $0Net Assets 2022: $694,8552022Assets 2023: $646,656Liabilities 2023: $0Net Assets 2023: $646,6562023Assets 2024: $623,726Liabilities 2024: $0Net Assets 2024: $623,7262024

Highlighted filing

2024

Assets$623,726
Liabilities$0
Net Assets$623,726
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100K$50K$0-$50KRevenue 2014: $10Expenses 2014: $0Net Income 2014: $102014Revenue 2015: $4,886Expenses 2015: $0Net Income 2015: $4,8862015Revenue 2016: $33,427Expenses 2016: $44,033Net Income 2016: -$10,6062016Revenue 2017: $59,571Expenses 2017: $54,301Net Income 2017: $5,2702017Revenue 2018: $24,142Expenses 2018: $55,101Net Income 2018: -$30,9592018Revenue 2019: $44,057Expenses 2019: $49,083Net Income 2019: -$5,0262019Revenue 2020: $4,782Expenses 2020: $31,539Net Income 2020: -$26,7572020Revenue 2021: $38,118Expenses 2021: $48,155Net Income 2021: -$10,0372021Revenue 2022: $62,092Expenses 2022: $39,733Net Income 2022: $22,3592022Revenue 2023: $46,928Expenses 2023: $58,834Net Income 2023: -$11,9062023Revenue 2024: $10,093Expenses 2024: $59,971Net Income 2024: -$49,8782024

Highlighted filing

2024

Revenue$10,093
Expenses$59,971
Net Income-$49,878
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$623,726
Liabilities
$0
Net assets
$623,726
Revenue
$10,093
Expenses
$59,971
Net income
-$49,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.10$0.60$0.50
2023Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.47$0.59$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.62$0.40$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.38$0.48$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.05$0.32$0.27
2019Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.44$0.49$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.24$0.55$0.31
2017Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.60$0.54$0.05
2016Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.33$0.44$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William F Brooks EsqTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephen & Karla Forgiel Charitable
EIN
46-4911066
Phone
7812104710
Address
75 Third Avenue 2nd Floor, Waltham, MA 02451

Signing Officer

Name
William F Brooks Esq
Title
Trustee
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Stafford Gaudet & Associates LLC
Address
19 Fletcher St PO Box 367, Chelmsford, MA 01824
Preparer
Brian J Stafford CPA MST
Phone
9782500300
Raw XML Appendix285 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Worcester
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402067
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032533
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010821
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031532
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010821
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053244
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020711
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt031532
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010821
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0591
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0591
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06674
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06674
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1947
TaxesSchedule/TaxesDetail/Amt253
TaxesSchedule/TaxesDetail/CategoryTxt0Fed Invest Tax-EXT-2023
TaxesSchedule/TaxesDetail/CategoryTxt1Fed refund 2023
TaxesSchedule/TaxesDetail/CategoryTxt2Overdue taxes - 2022
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt053
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William F Brooks Esq
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen & Karla Forgiel Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0464911066
ReturnHeader/Filer/PhoneNum07812104710
ReturnHeader/Filer/USAddress/AddressLine1Txt075 Third Avenue 2nd Floor
ReturnHeader/Filer/USAddress/CityNm0Waltham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002451
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043325905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stafford Gaudet & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Fletcher St PO Box 367
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chelmsford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001824
ReturnHeader/PreparerPersonGrp/PhoneNum09782500300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Stafford CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T12:08:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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