Civic Intelligence

Ta Thomas Austin Finch Foundation

EIN 56-6037907 • Boston, MA

100 Federal St 37th FloorBoston, MA 02110
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

22nd percentile

0.00x

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

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

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

78th percentile

$40,093

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

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

Asset Growth

54th percentile

4.9%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

83rd percentile

54%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,041,483

Up $425,502 (+4.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,041,483

Up $425,502 (+4.9%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin80th percentile

Revenue

Up

$1,002,347

Up $350,176 (+54%) from 2023

Expenses

Down

$661,073

Down $7,025 (-1.1%) from 2023

Net Income

Up

$341,274

Up $357,201 (+2243%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$10M$5.0M$0Assets 2011: $9,221,500Liabilities 2011: $02011Assets 2012: $8,690,809Liabilities 2012: $02012Assets 2013: $8,509,210Liabilities 2013: $02013Assets 2014: $8,515,764Liabilities 2014: $02014Assets 2015: $8,987,429Liabilities 2015: $02015Assets 2019: $8,509,073Liabilities 2019: $02019Assets 2020: $8,405,971Liabilities 2020: $0Net Assets 2020: $8,405,9712020Assets 2021: $8,859,685Liabilities 2021: $0Net Assets 2021: $8,859,6852021Assets 2022: $8,289,696Liabilities 2022: $0Net Assets 2022: $8,289,6962022Assets 2023: $8,615,981Liabilities 2023: $0Net Assets 2023: $8,615,9812023Assets 2024: $9,041,483Liabilities 2024: $0Net Assets 2024: $9,041,4832024

Highlighted filing

2024

Assets$9,041,483
Liabilities$0
Net Assets$9,041,483
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $449,879Expenses 2011: $469,501Net Income 2011: -$19,6222011Revenue 2012: $510,262Expenses 2012: $820,247Net Income 2012: -$309,9852012Revenue 2013: $287,173Expenses 2013: $494,162Net Income 2013: -$206,9892013Revenue 2014: $600,929Expenses 2014: $597,737Net Income 2014: $3,1922014Revenue 2015: $868,570Expenses 2015: $476,723Net Income 2015: $391,8472015Revenue 2019: $381,296Expenses 2019: $590,071Net Income 2019: -$208,7752019Revenue 2020: $481,526Expenses 2020: $571,516Net Income 2020: -$89,9902020Revenue 2021: $1,080,423Expenses 2021: $617,391Net Income 2021: $463,0322021Revenue 2022: $213,715Expenses 2022: $755,992Net Income 2022: -$542,2772022Revenue 2023: $652,171Expenses 2023: $668,098Net Income 2023: -$15,9272023Revenue 2024: $1,002,347Expenses 2024: $661,073Net Income 2024: $341,2742024

Highlighted filing

2024

Revenue$1,002,347
Expenses$661,073
Net Income$341,274
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,041,483
Liabilities
$0
Net assets
$9,041,483
Revenue
$1,002,347
Expenses
$661,073
Net income
$341,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$1.00$0.66$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$0.00$8.62$0.65$0.67$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.21$0.76$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.86$0.00$8.86$1.08$0.62$0.46
2020Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.48$0.57$0.09
2019Summary only. Only limited summary data is available for this year.$8.51$0.00$0.38$0.59$0.21
2015Summary only. Only limited summary data is available for this year.$8.99$0.00$0.87$0.48$0.39
2014Summary only. Only limited summary data is available for this year.$8.52$0.00$0.60$0.60$0.00
2013Summary only. Only limited summary data is available for this year.$8.51$0.00$0.29$0.49$0.21
2012Summary only. Only limited summary data is available for this year.$8.69$0.00$0.51$0.82$0.31
2011Summary only. Only limited summary data is available for this year.$9.22$0.00$0.45$0.47$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CIBC National Trust Company N ATrustee-$40,093-$40,093
Filing and Contact Details

Filer

Filer Name
Ta Thomas Austin Finch Foundation
EIN
56-6037907
Address
100 FEDERAL ST 37TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
Aaron Shields
Title
Trustee
Signed
2025-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Kelly Kowalczyk
Phone
3128792000
Raw XML AppendixShowing 400 of 2,874 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm400724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm500846U101 AGILENT TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6009126202 AIR LIQUIDE-UNSPONSO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7009279100 AIRBUS SE - UNSP ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1002043Q107 ALNYLAM PHARMACEUTIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1302263T104 AMADEUS IT GROUP-UNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1503073E105 CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1603076C106 AMERIPRISE FINANCIAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2003662Q105 ANSYS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32090572207 BIO-RAD LABORATORIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3409260D107 BLACKSTONE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36127387108 CADENCE DESIGN SYS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37136375102 CANADIAN NATL RAILWA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3916411R208 CHENIERE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4217275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43172908105 CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4420449X401 COMPASS GROUP PLC-SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4520825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46217204106 COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4722160K105 COSTCO WHOLESALE COR

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