Civic Intelligence

The Willow Tree Fund

EIN 46-7468137 • Boston, MA

CO Hemenway Barnespo Box 961209Boston, MA 02196-1209
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

1st percentile

-1659%

Higher net margin than 1% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$7,435

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

7th percentile

-16%

Faster asset growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,340,576

Down $1,414,396 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$7,340,576

Down $1,414,396 (-16%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$119,611

Down $99,657 (-45%) from 2023

Expenses

Up

$2,103,918

Up $2,017,766 (+2342%) from 2023

Net Income

Down

-$1,984,307

Down $2,117,423 (-1591%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $10,208,436Liabilities 2014: $02014Assets 2015: $10,264,276Liabilities 2015: $0Net Assets 2015: $10,264,2762015Assets 2016: $10,137,482Liabilities 2016: $0Net Assets 2016: $10,137,4822016Assets 2017: $15,278,898Liabilities 2017: $0Net Assets 2017: $15,278,8982017Assets 2018: $19,849,644Liabilities 2018: $750Net Assets 2018: $19,848,8942018Assets 2019: $19,028,089Liabilities 2019: $750Net Assets 2019: $19,027,3392019Assets 2020: $13,931,824Liabilities 2020: $750Net Assets 2020: $13,931,0742020Assets 2021: $12,605,168Liabilities 2021: $778Net Assets 2021: $12,604,3902021Assets 2022: $8,629,849Liabilities 2022: $412Net Assets 2022: $8,629,4372022Assets 2023: $8,754,972Liabilities 2023: $0Net Assets 2023: $8,754,9722023Assets 2024: $7,340,576Liabilities 2024: $0Net Assets 2024: $7,340,5762024

Highlighted filing

2024

Assets$7,340,576
Liabilities$0
Net Assets$7,340,576
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2014: $10,226,735Expenses 2014: $18,299Net Income 2014: $10,208,4362014Revenue 2015: $369,192Expenses 2015: $354,955Net Income 2015: $14,2372015Revenue 2016: $387,233Expenses 2016: $548,396Net Income 2016: -$161,1632016Revenue 2017: $5,561,410Expenses 2017: $547,189Net Income 2017: $5,014,2212017Revenue 2018: $5,347,898Expenses 2018: $1,045,042Net Income 2018: $4,302,8562018Revenue 2019: $3,996,385Expenses 2019: $4,817,940Net Income 2019: -$821,5552019Revenue 2020: $5,713,042Expenses 2020: $11,474,531Net Income 2020: -$5,761,4892020Revenue 2021: $497,869Expenses 2021: $1,941,767Net Income 2021: -$1,443,8982021Revenue 2022: $227,003Expenses 2022: $4,838,841Net Income 2022: -$4,611,8382022Revenue 2023: $219,268Expenses 2023: $86,152Net Income 2023: $133,1162023Revenue 2024: $119,611Expenses 2024: $2,103,918Net Income 2024: -$1,984,3072024

Highlighted filing

2024

Revenue$119,611
Expenses$2,103,918
Net Income-$1,984,307
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,340,576
Liabilities
$0
Net assets
$7,340,576
Revenue
$119,611
Expenses
$2,103,918
Net income
-$1,984,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.12$2.10$1.98
2023Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.22$0.09$0.13
2022Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.23$4.84$4.61
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.50$1.94$1.44
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$5.71$11.5$5.76
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$4.00$4.82$0.82
2018Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$5.35$1.05$4.30
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$5.56$0.55$5.01
2016Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.39$0.55$0.16
2015Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.37$0.35$0.01
2014Summary only. Only limited summary data is available for this year.$10.2$0.00$10.2$0.02$10.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERSIS BARRON LEVYTrustee-$7,435-$7,435
TRACY WILLIAMS BARRONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Willow Tree Fund
EIN
46-7468137
Phone
6172277940
Address
CO HEMENWAY BARNESPO BOX 961209, BOSTON, MA 02196-1209

Signing Officer

Name
Persis Barron
Title
Trustee
Phone
6172277940
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Yuping Zhang CPA
Phone
6172277940
Raw XML Appendix391 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-04-30T10:28:36-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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