Civic Intelligence

Mary a Warren Foundation

990PF • Fiscal year 2023 • EIN 93-1422593

Sep 01, 2023 to Dec 31, 2023 • Filed on Sep 23, 2024

Organization Profile
Choate Hall Stewart PO Box 961Boston, MA 02196

(617) 248-4045

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

$3,032,034

No earlier filing loaded for comparison.

Net Assets

$3,032,034

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$2,835,234

No earlier filing loaded for comparison.

Expenses

$1,342

No earlier filing loaded for comparison.

Net Income

$2,833,892

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2023: $3,032,034Liabilities 2023: $0Net Assets 2023: $3,032,0342023Assets 2024: $6,000,940Liabilities 2024: $0Net Assets 2024: $6,000,9402024

Highlighted filing

2023

Assets$3,032,034
Liabilities$0
Net Assets$3,032,034
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2023: $2,835,234Expenses 2023: $1,342Net Income 2023: $2,833,8922023Revenue 2024: $4,255,589Expenses 2024: $459,993Net Income 2024: $3,795,5962024

Highlighted filing

2023

Revenue$2,835,234
Expenses$1,342
Net Income$2,833,892
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Dec 31, 2023
Signed
Sep 23, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica L LambertTrustee-$0--
Theodore P KramerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary A Warren Foundation
EIN
93-1422593
Phone
6172484045
Address
Choate Hall Stewart PO Box 961, Boston, MA 02196

Signing Officer

Name
Jessica L Lambert
Title
Trustee
Phone
6172484045
Signed
2024-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Nicholas E Porto
Phone
2078792100
Raw XML Appendix318 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/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt032928
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Mary A Warren Irrevocable Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o Choate LLP Two International Pl
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Boston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002110
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02663600
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02663600
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly Traded Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-10-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0248088
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Book to Tax Adjustment on Donated Securities
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0446230
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gain on Investments
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0Mary A Warren Irrevocable Trust
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0c/o Choate LLP Two International
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0Place
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Boston
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002110
TaxesSchedule/TaxesDetail/Amt01342
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01342
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica L Lambert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172484045
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary A Warren Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0931422593
ReturnHeader/Filer/PhoneNum06172484045
ReturnHeader/Filer/USAddress/AddressLine1Txt0Choate Hall Stewart PO Box 961
ReturnHeader/Filer/USAddress/CityNm0Boston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002196
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum02078792100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas E Porto
ReturnHeader/ReturnTs02024-09-24T14:08:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,032,034
Liabilities
$0
Net assets
$3,032,034
Revenue
$2,835,234
Expenses
$1,342
Net income
$2,833,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$4.26$0.46$3.80
2023Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$2.84$0.00$2.83