Civic Intelligence

Joanne and Nancy Bolton Foundation

EIN 88-6580069 • Dennis, MA

NTEE T22
Dennis, MA
Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

Higher debt load relative to assets than 87% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

Higher debt load relative to revenue than 87% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

77th percentile

64%

Higher net margin than 77% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2025

Asset Growth

76th percentile

10%

Faster asset growth than 76% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-85%

Faster revenue growth than 5% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$1,106,907

Up $102,950 (+10%) from 2023

Liabilities

Flat

$275

Flat from 2023

Net Assets

Up

$1,106,632

Up $102,950 (+10%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin77th percentile

Revenue

Down

$159,871

Down $887,086 (-85%) from 2023

Expenses

Up

$56,921

Up $13,646 (+32%) from 2023

Net Income

Down

$102,950

Down $900,732 (-90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$1.5M$1.0M$500K$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $1,003,957Liabilities 2023: $275Net Assets 2023: $1,003,6822023Assets 2024: $1,106,907Liabilities 2024: $275Net Assets 2024: $1,106,6322024

Highlighted filing

2024

Assets$1,106,907
Liabilities$275
Net Assets$1,106,632
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.5M$1.0M$500K$0Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $1,046,957Expenses 2023: $43,275Net Income 2023: $1,003,6822023Revenue 2024: $159,871Expenses 2024: $56,921Net Income 2024: $102,9502024

Highlighted filing

2024

Revenue$159,871
Expenses$56,921
Net Income$102,950
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,106,907
Liabilities
$275
Net assets
$1,106,632
Revenue
$159,871
Expenses
$56,921
Net income
$102,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.16$0.06$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$1.05$0.04$1.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen FowlerTrustee-$0--
Nicholas FowlerTrustee-$0--
William LordTrustee-$0--
Andrew FowlerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Joanne and Nancy Bolton Foundation
EIN
88-6580069
In Care Of
% Kathleen Fowler
Phone
5083856263
Address
586 Main St PO Box 2018, Dennis, MA 02638

Signing Officer

Name
Kathleen Fowler
Title
President
Phone
5083856263
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Max-Well Professional Services Inc
Address
27 Radcliffe Ave, Rye, NY 10580
Preparer
Paul T Fendler
Phone
5087763040
Raw XML Appendix306 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Vanguard - Mutual Funds
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Wellesly Inc Adm
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kathleen Fowler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Nicholas Fowler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William Lord
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Andrew Fowler
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 2018 586 Main St
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 2018 586 Main St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 2018 586 Main St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51338 MA-28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 67
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt760 Hope Lane
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Hyannis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3West Hyannisport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Bridgewater
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502661
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602641
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702638
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802649
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt049500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053367
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02207
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04452
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02207
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055612
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02245
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04452
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02207
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0The Estate of Joanne L Bolton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0442 Marstons Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Yarmouth
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002675
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt066147
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Law Offices of Kathleen Fowler
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0512
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0512
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0275
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Short-term advance
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0275
TaxesSchedule/TaxesDetail/Amt0659
TaxesSchedule/TaxesDetail/CategoryTxt0Federaln Income Taxes
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Fowler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05083856263
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Joanne and Nancy Bolton Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BOLT
ReturnHeader/Filer/EIN0886580069
ReturnHeader/Filer/InCareOfNm0% Kathleen Fowler
ReturnHeader/Filer/PhoneNum05083856263
ReturnHeader/Filer/USAddress/AddressLine1Txt0586 Main St PO Box 2018
ReturnHeader/Filer/USAddress/CityNm0Dennis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002638
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133983982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Max-Well Professional Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 Radcliffe Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rye
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010580
ReturnHeader/PreparerPersonGrp/PhoneNum05087763040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul T Fendler
ReturnHeader/ReturnTs02025-05-05T03:43:06-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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