Civic Intelligence

Boston Cpcu Society Chapter Inc

EIN 46-5402711 • 501(c)6 • Malvern, PA

Profile

Meetings of members engaged in insurance

720 Providence RoadMalvern, PA 19355

boston.cpcusociety.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-5.4%

Higher net margin than 38% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-4.5%

Faster asset growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-12%

Faster revenue growth than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$102,140

Down $4,777 (-4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$102,140

Down $4,777 (-4.5%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin38th percentile

Revenue

Down

$87,998

Down $12,179 (-12%) from 2023

Expenses

Down

$92,775

Down $11,869 (-11%) from 2023

Net Income

Down

-$4,777

Down $310 (-6.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2014: $31,301Liabilities 2014: $0Net Assets 2014: $31,3012014Assets 2015: $39,973Liabilities 2015: $0Net Assets 2015: $39,9732015Assets 2016: $82,603Liabilities 2016: $0Net Assets 2016: $82,6032016Assets 2017: $88,565Liabilities 2017: $0Net Assets 2017: $88,5652017Assets 2018: $94,625Liabilities 2018: $0Net Assets 2018: $94,6252018Assets 2019: $85,401Liabilities 2019: $0Net Assets 2019: $85,4012019Assets 2020: $108,934Liabilities 2020: $0Net Assets 2020: $108,9342020Assets 2021: $121,090Liabilities 2021: $0Net Assets 2021: $121,0902021Assets 2022: $111,384Liabilities 2022: $0Net Assets 2022: $111,3842022Assets 2023: $106,917Liabilities 2023: $0Net Assets 2023: $106,9172023Assets 2024: $102,140Liabilities 2024: $0Net Assets 2024: $102,1402024

Highlighted filing

2024

Assets$102,140
Liabilities$0
Net Assets$102,140
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $47,598Expenses 2014: $47,064Net Income 2014: $5342014Revenue 2015: $66,940Expenses 2015: $58,268Net Income 2015: $8,6722015Revenue 2016: $103,370Expenses 2016: $60,740Net Income 2016: $42,6302016Revenue 2017: $86,105Expenses 2017: $80,143Net Income 2017: $5,9622017Revenue 2018: $86,858Expenses 2018: $80,798Net Income 2018: $6,0602018Revenue 2019: $103,153Expenses 2019: $112,377Net Income 2019: -$9,2242019Revenue 2020: $68,938Expenses 2020: $45,405Net Income 2020: $23,5332020Revenue 2021: $95,587Expenses 2021: $83,431Net Income 2021: $12,1562021Revenue 2022: $150,162Expenses 2022: $159,868Net Income 2022: -$9,7062022Revenue 2023: $100,177Expenses 2023: $104,644Net Income 2023: -$4,4672023Revenue 2024: $87,998Expenses 2024: $92,775Net Income 2024: -$4,7772024

Highlighted filing

2024

Revenue$87,998
Expenses$92,775
Net Income-$4,777
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$102,140
Liabilities
$0
Net assets
$102,140
Revenue
$87,998
Expenses
$92,775
Net income
-$4,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.88$0.93$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.00$1.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$1.50$1.60$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.96$0.83$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.69$0.45$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.03$1.12$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.87$0.81$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.86$0.80$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.03$0.61$0.43
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.67$0.58$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.48$0.47$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$87,998
Mission and Program Overview

Mission

Meetings of members engaged in insurance

Program Services

DescriptionGrantsExpenses
MONTHLY AND ANNUAL MEETINGS OF MEMBERS ENGAGED IN THE UNDERWRITING OF CASUALTY AND PROPERTY INSURANCE-$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSELYN GARCIAImmediate Past President-$0--
SUSANNE DILLMANPresident Elect-$0--
MEGAN ECKSTROMTreasurer-$0--
LAURA GREGORYDirector-$0--
ED KRUPSKI IIIDirector-$0--
ERIC RENEAUDirector-$0--
CHRISTOPHER LYNCHPresident-$0--
ALFRED SMITHDirector-$0--
SUE COOKVice President-$0--
MICHELLE SIECKOWSKIDirector-$0--
KELLY OUELLETTEDirector-$0--
ELEANOR BOYLEDirector-$0--
JENNIFER PASHBYDirector-$0--
ELIZABETH MISEROSecretary-$0--
JOHN RANDOLPHDirector-$0--
PETER PHILLIPSDirector-$0--
BRITTANY STETSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Boston Cpcu Society Chapter Inc
EIN
46-5402711
In Care Of
% MEGAN ECKSTROM
Phone
6174132013
Address
720 PROVIDENCE ROAD, MALVERN, PA 19355

Signing Officer

Name
Megan Eckstrom
Title
Treasurer
Phone
6174132013
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Kevin M Kilcoyne CPA
Address
160 Old Derby Street STE 114, Hingham, MA 02043
Preparer
Kevin M Kilcoyne
Phone
7817400082
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADVERTISINGAND MARKETING 400BANK/PAYPAL FEES 234DONATION 1,010DUES AND SUBSCRIPTIONS 630BOOKKEEPING FEE 791MEETINGS AND CONFERENCES 82,778ADMINISTRATIVE EXPENSES 5,590”

Description of other assets Part II line 24

“Category Beginning of Year End of YearDUE FROM AFFILIATE 1,128 74”

Personal benefit contract statement Part V

“The organization, did not, during the year receive any funds directly or indirectly to pay premiums on a personal benefit contract.”

Part V response or note to any other line in Part V

“The organization, did not, during the year, pay any premiums directly or indirectly, on a personal benefit contract.”

Raw XML Appendix197 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum06174132013
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 OAK RIDGE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0North Easton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105789
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102066
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4777
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01342
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0106917
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0102140
IRS990EZ/GrossReceiptsAmt087998
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt08505
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026440
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0106917
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102140
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0106917
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt161.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSELYN GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSANNE DILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN ECKSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ED KRUPSKI III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIC RENEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISTOPHER LYNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALFRED SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUE COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHELLE SIECKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KELLY OUELLETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ELEANOR BOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JENNIFER PASHBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13ELIZABETH MISERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14JOHN RANDOLPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15PETER PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16BRITTANY STETSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01128
IRS990EZ/OtherAssetsTotalDetail/EOYAmt074
IRS990EZ/OtherExpensesTotalAmt091433
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEETINGS OF MEMBERS ENGAGED IN INSURANCE
IRS990EZ/ProgramServiceRevenueAmt053053
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTHLY AND ANNUAL MEETINGS OF MEMBERS ENGAGED IN THE UNDERWRITING OF CASUALTY AND PROPERTY INSURANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092775
IRS990EZ/TotalRevenueAmt087998
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BOSTON.CPCUSOCIETY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADVERTISINGAND MARKETING 400BANK/PAYPAL FEES 234DONATION 1,010DUES AND SUBSCRIPTIONS 630BOOKKEEPING FEE 791MEETINGS AND CONFERENCES 82,778ADMINISTRATIVE EXPENSES 5,590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearDUE FROM AFFILIATE 1,128 74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION, DID NOT, DURING THE YEAR RECEIVE ANY FUNDS DIRECTLY OR INDIRECTLY TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Personal benefit contract statement Part V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part V response or note to any other line in Part V
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN ECKSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06174132013
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOSTON CPCU SOCIETY CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0BOST
ReturnHeader/Filer/EIN0465402711
ReturnHeader/Filer/InCareOfNm0% MEGAN ECKSTROM
ReturnHeader/Filer/PhoneNum06174132013
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 PROVIDENCE ROAD
ReturnHeader/Filer/USAddress/CityNm0MALVERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019355
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042928660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kevin M Kilcoyne CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 Old Derby Street STE 114
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002043
ReturnHeader/PreparerPersonGrp/PhoneNum07817400082
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M KILCOYNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T09:37:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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