Civic Intelligence

Tfc Financial Charitable Foundation Inc

EIN 82-3209158 • Boston, MA

260 Franklin Street 1888Boston, MA 02110
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

60th percentile

1.7%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-68%

Faster revenue growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$142,986

Up $1,862 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$142,986

Up $1,862 (+1.3%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin92nd percentile

Revenue

Up

$13,573

Up $9,573 (+239%) from 2023

Expenses

Up

$11,711

Up $10,139 (+645%) from 2023

Net Income

Down

$1,862

Down $566 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$200K$150K$100K$50K$0Assets 2018: $145,560Liabilities 2018: $10,000Net Assets 2018: $135,5602018Assets 2019: $136,603Liabilities 2019: $0Net Assets 2019: $136,6032019Assets 2020: $150,901Liabilities 2020: $0Net Assets 2020: $150,9012020Assets 2021: $137,193Liabilities 2021: $0Net Assets 2021: $137,1932021Assets 2022: $138,698Liabilities 2022: $0Net Assets 2022: $138,6982022Assets 2023: $141,124Liabilities 2023: $0Net Assets 2023: $141,1242023Assets 2024: $142,986Liabilities 2024: $0Net Assets 2024: $142,9862024

Highlighted filing

2024

Assets$142,986
Liabilities$0
Net Assets$142,986
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2018: $61,780Expenses 2018: $12,192Net Income 2018: $49,5882018Revenue 2019: $22,242Expenses 2019: $21,368Net Income 2019: $8742019Revenue 2020: $25,348Expenses 2020: $11,050Net Income 2020: $14,2982020Revenue 2021: $17,357Expenses 2021: $31,065Net Income 2021: -$13,7082021Revenue 2022: $12,556Expenses 2022: $11,050Net Income 2022: $1,5062022Revenue 2023: $4,000Expenses 2023: $1,572Net Income 2023: $2,4282023Revenue 2024: $13,573Expenses 2024: $11,711Net Income 2024: $1,8622024

Highlighted filing

2024

Revenue$13,573
Expenses$11,711
Net Income$1,862
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$142,986
Liabilities
$0
Net assets
$142,986
Revenue
$13,573
Expenses
$11,711
Net income
$1,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.13$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.17$0.31$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.25$0.11$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.22$0.21$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.10$1.36$0.62$0.12$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 16, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L JOSLINPresident/Director-$0--
RENEE K KWOKTreasurer/Director-$0--
DANIEL S KERNSecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Tfc Financial Charitable Foundation Inc
EIN
82-3209158
Phone
6172106707
Address
260 FRANKLIN STREET 1888, BOSTON, MA 02110

Signing Officer

Name
Renee K Kwok
Title
Treasurer & Director
Phone
6172106707
Signed
2025-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Lisa a Extance CPA
Phone
6174399700
Raw XML Appendix311 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/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002453
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07078
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038295
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024588
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04254
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011635
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04557
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt052621
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048064
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TFC FINANCIAL MANAGEMENT INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0260 FRANKLIN STREET SUITE 1888
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FORM PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt076
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE K KWOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06172106707
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TFC FINANCIAL CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TFCF
ReturnHeader/Filer/EIN0823209158
ReturnHeader/Filer/PhoneNum06172106707
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 FRANKLIN STREET 1888
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042689883
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOLF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06174399700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A EXTANCE CPA
ReturnHeader/ReturnTs02025-04-17T13:28:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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