Civic Intelligence

William J and Kathleen M Fitzgerald

EIN 87-6896133 • Boston, MA

Goulston Storrs One Post Office SBoston, MA 02109
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

96th percentile

127%

Faster asset growth than 96% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

69%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,318,435

Up $737,650 (+127%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,318,435

Up $737,650 (+127%) from 2023

Revenue

Up

$872,449

Up $355,624 (+69%) from 2023

Expenses

Down

$134,799

Down $327,367 (-71%) from 2023

Net Income

Up

$737,650

Up $682,991 (+1250%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2021: $500,000Liabilities 2021: $0Net Assets 2021: $500,0002021Assets 2022: $526,126Liabilities 2022: $0Net Assets 2022: $526,1262022Assets 2023: $580,785Liabilities 2023: $0Net Assets 2023: $580,7852023Assets 2024: $1,318,435Liabilities 2024: $0Net Assets 2024: $1,318,4352024

Highlighted filing

2024

Assets$1,318,435
Liabilities$0
Net Assets$1,318,435

Operations Trend

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

$1.0M$500K$0Revenue 2021: $500,000Expenses 2021: $0Net Income 2021: $500,0002021Revenue 2022: $500,000Expenses 2022: $473,874Net Income 2022: $26,1262022Revenue 2023: $516,825Expenses 2023: $462,166Net Income 2023: $54,6592023Revenue 2024: $872,449Expenses 2024: $134,799Net Income 2024: $737,6502024

Highlighted filing

2024

Revenue$872,449
Expenses$134,799
Net Income$737,650

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William J Fitzgerald JrTrustee-$0--
Kathleen M FitzgeraldTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William J and Kathleen M Fitzgerald
EIN
87-6896133
Phone
6174821776
Address
Goulston Storrs One Post Office S, Boston, MA 02109

Signing Officer

Name
William J Fitzgerald Jr
Title
Trustee
Phone
6174821776
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Pkf Jnd Pc
Address
400 Crown Colony Drive Suite 102, Quincy, MA 02169
Preparer
Robert V Dandrow
Phone
6174220007
Raw XML Appendix319 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William J Fitzgerald Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kathleen M Fitzgerald
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01014655
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0100790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0451306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0462559
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0127573
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0100790
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01014655
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0913865
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0William J and Kathleen M Fitzgerald
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0William J and Kathleen M Fitzgerald
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 Avery ST Unit 34D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11 Avery ST Unit 34D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Boston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Boston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002111
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102111
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0495331
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1308700
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0495331
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1308700
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc010,250 shares of Samsara, Inc - FMV based on the mean of the high and low on the day contributed.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc17,000 shares of Samsara, Inc - FMV based on the mean of the high and low on the day contributed.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-09-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal services
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0273
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0273
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07226
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William J Fitzgerald Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06174821776
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William J and Kathleen M Fitzgerald
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0876896133
ReturnHeader/Filer/PhoneNum06174821776
ReturnHeader/Filer/USAddress/AddressLine1Txt0Goulston Storrs One Post Office S
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043138777
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF JND PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 Crown Colony Drive Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Quincy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06174220007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert V Dandrow
ReturnHeader/ReturnTs02025-10-31T12:15:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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