Civic Intelligence

Sze Family Charitable Foundation

EIN 47-6437037 • Cambridge, MA

130 MT Auburn Street 401Cambridge, MA 02138
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

12th percentile

-83%

Higher net margin than 12% 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

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$431,514

Up $51,324 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$431,514

Up $51,324 (+13%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin12th percentile

Revenue

Up

$7,799

Up $36,147 (+128%) from 2023

Expenses

Down

$14,273

Down $97,016 (-87%) from 2023

Net Income

Up

-$6,474

Up $133,163 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$800K$600K$400K$200K$0Assets 2014: $266,108Liabilities 2014: $0Net Assets 2014: $266,1082014Assets 2015: $256,393Liabilities 2015: $0Net Assets 2015: $256,3932015Assets 2017: $565,248Liabilities 2017: $0Net Assets 2017: $565,2482017Assets 2018: $446,754Liabilities 2018: $58,099Net Assets 2018: $388,6552018Assets 2019: $564,519Liabilities 2019: $0Net Assets 2019: $564,5192019Assets 2020: $610,469Liabilities 2020: $0Net Assets 2020: $610,4692020Assets 2021: $577,736Liabilities 2021: $0Net Assets 2021: $577,7362021Assets 2022: $361,726Liabilities 2022: $41,025Net Assets 2022: $320,7012022Assets 2023: $380,190Liabilities 2023: $0Net Assets 2023: $380,1902023Assets 2024: $431,514Liabilities 2024: $0Net Assets 2024: $431,5142024

Highlighted filing

2024

Assets$431,514
Liabilities$0
Net Assets$431,514
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2014: $291,988Expenses 2014: $2,059Net Income 2014: $289,9292014Revenue 2015: $174,305Expenses 2015: $184,020Net Income 2015: -$9,7152015Revenue 2017: $189,078Expenses 2017: $30,716Net Income 2017: $158,3622017Revenue 2018: $44,275Expenses 2018: $46,933Net Income 2018: -$2,6582018Revenue 2019: $96,308Expenses 2019: $44,206Net Income 2019: $52,1022019Revenue 2020: $20,366Expenses 2020: $38,039Net Income 2020: -$17,6732020Revenue 2021: $154,072Expenses 2021: $129,241Net Income 2021: $24,8312021Revenue 2022: -$23,262Expenses 2022: $36,887Net Income 2022: -$60,1492022Revenue 2023: -$28,348Expenses 2023: $111,289Net Income 2023: -$139,6372023Revenue 2024: $7,799Expenses 2024: $14,273Net Income 2024: -$6,4742024

Highlighted filing

2024

Revenue$7,799
Expenses$14,273
Net Income-$6,474
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$431,514
Liabilities
$0
Net assets
$431,514
Revenue
$7,799
Expenses
$14,273
Net income
-$6,474
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.08$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.28$1.11$1.40
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.41$3.21$0.23$0.37$0.60
2021Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$1.54$1.29$0.25
2020Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.20$0.38$0.18
2019Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.96$0.44$0.52
2018Detailed filing. Detailed filing data is available for this year.$4.47$0.58$3.89$0.44$0.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.89$0.31$1.58
2015Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$1.74$1.84$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$2.92$0.02$2.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CECILIA SZETrustee-$0--
MICHAEL SZETrustee-$0--
CAMILLE W SZETrustee-$0--
JOCELYN A SZETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sze Family Charitable Foundation
EIN
47-6437037
Phone
6178768441
Address
130 MT AUBURN STREET 401, CAMBRIDGE, MA 02138

Signing Officer

Name
Nien Dak Sze
Title
Trustee
Phone
6178768441
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
Danielle a Grimes
Phone
7819375300
Raw XML Appendix316 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/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIELLE A GRIMES
ReturnHeader/ReturnTs02025-05-14T12:11:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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