Civic Intelligence

Girls Latin School Legacy Fund

EIN 87-3797833 • 501(c)3 • Norwood, MA

Profile

To preserve and promote the unique history and legacy of the girls latin school as the first college preparatory high school for girls in the united states.

7 Old Farm RoadNorwood, MA 02062
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

5.5%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$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 / Assets60th percentile

Assets

Up

$418,228

Up $21,744 (+5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$418,228

Up $21,744 (+5.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$13,807

Up $39,974 (+153%) from 2023

Expenses

Down

$5,013

Down $5,966 (-54%) from 2023

Net Income

Up

$8,794

Up $45,940 (+124%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0Assets 2021: $449,959Liabilities 2021: $0Net Assets 2021: $449,9592021Assets 2022: $366,752Liabilities 2022: $0Net Assets 2022: $366,7522022Assets 2023: $396,484Liabilities 2023: $0Net Assets 2023: $396,4842023Assets 2024: $418,228Liabilities 2024: $0Net Assets 2024: $418,2282024

Highlighted filing

2024

Assets$418,228
Liabilities$0
Net Assets$418,228
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2021: $450,006Expenses 2021: $0Net Income 2021: $450,0062021Revenue 2022: $472Expenses 2022: $17,116Net Income 2022: -$16,6442022Revenue 2023: -$26,167Expenses 2023: $10,979Net Income 2023: -$37,1462023Revenue 2024: $13,807Expenses 2024: $5,013Net Income 2024: $8,7942024

Highlighted filing

2024

Revenue$13,807
Expenses$5,013
Net Income$8,794
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$418,228
Liabilities
$0
Net assets
$418,228
Revenue
$13,807
Expenses
$5,013
Net income
$8,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.14$0.05$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.26$0.11$0.37
2022Summary only. Only limited summary data is available for this year.$3.67$0.00$3.67$0.00$0.17$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$4.50$0.00$4.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 5, 2025
Return Version
2024v5.0
Gross Receipts
$21,445
Mission and Program Overview

Mission

To preserve and promote the unique history and legacy of the girls latin school as the first college preparatory high school for girls in the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$411,630-
Savings and Temporary Cash Investments$195,994$6,003▼ $189,991
Cash and Non-Interest-Bearing Accounts$200,490$595▼ $199,895
Total Assets$396,484$418,228▲ $21,744
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$396,484$418,228▲ $21,744
Total Net Assets Fund Balance$396,484$418,228▲ $21,744
Total Liabilities and Net Assets / Fund Balance$396,484$418,228▲ $21,744
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Karen ConnellTrustee
Karen CurranTrustee
Marie SpenceTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$7,395
Program Service Revenue
$0
Investment Income
$6,412
Other Revenue
$0
All Other Contributions
$7,395
Change in Net Assets
$8,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$2,022-$2,022
Fees for Service Investment Mgmnt Fees-$1,543-$1,543
Fees for Services Accounting-$1,090-$1,090
Other Expenses$49$49-$98
Total Functional Expenses$49$4,964$0$5,013
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“YES”

Form 990, Page 6, Part VI, Line 7B

“YES”

Form 990, Page 6, Part VI, Line 11B

“The trustees review the form 990 before it is filed”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Girls Latin School Legacy Fund
EIN
87-3797833
Phone
6174804697
Address
7 OLD FARM ROAD, NORWOOD, MA 02062

Signing Officer

Name
Karen Curran
Title
Trustee
Phone
6174804697
Signed
2025-07-05

Organization Details

Principal Officer
Karen Curran
Formed
2021
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
King Mcnamara Moriarty Llp
Address
473 WASHINGTON STREET, NORWOOD, MA 02062-2330
Preparer
Joseph B Moriarty CPA
Phone
7817696300
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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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