Civic Intelligence

Lotta Educational Fund

990 • Fiscal year 2014 • EIN 04-2105770

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 24, 2015

Organization Profile
Nutter 155 Seaport BlvdBoston, MA 02210

(617) 261-3100

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-1692%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

4th percentile

-76%

Faster asset growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$32,986

Down $106,942 (-76%) from 2013

Net Assets

Down

$32,986

Down $106,942 (-76%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin1st percentile

Revenue

Down

$6,320

Down $2,119 (-25%) from 2013

Expenses

Up

$113,262

Up $106,187 (+1501%) from 2013

Net Income

Down

-$106,942

Down $108,306 (-7940%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$150K$100K$50K$0Assets 2010: $145,887Liabilities 2010: $0Net Assets 2010: $145,8872010Assets 2011: $135,869Liabilities 2011: $0Net Assets 2011: $135,8692011Assets 2012: $138,564Liabilities 2012: $0Net Assets 2012: $138,5642012Assets 2013: $139,928Liabilities 2013: $0Net Assets 2013: $139,9282013Assets 2014: $32,986Liabilities 2014: $0Net Assets 2014: $32,9862014

Highlighted filing

2014

Assets$32,986
Liabilities$0
Net Assets$32,986
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $5,1892010Expenses 2011: $10,0202011Revenue 2012: $8,878Expenses 2012: $6,183Net Income 2012: $2,6952012Revenue 2013: $8,439Expenses 2013: $7,075Net Income 2013: $1,3642013Revenue 2014: $6,320Expenses 2014: $113,262Net Income 2014: -$106,9422014

Highlighted filing

2014

Revenue$6,320
Expenses$113,262
Net Income-$106,942
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 24, 2015
Return Version
2014v5.0
Gross Receipts
$21,377
Mission and Program Overview

Mission

Provide scholarships to students interested in music.

Provide scholarships to students interested in music

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$117,313--
Savings and Temporary Cash Investments$22,115$32,986▲ $10,871
Cap Stk Tr Prin Current Funds$139,928$32,986▼ $106,942
Cash and Non-Interest-Bearing Accounts$500--
Total Assets$139,928$32,986▼ $106,942
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$139,928$32,986▼ $106,942
Total Liabilities and Net Assets / Fund Balance$139,928$32,986▼ $106,942
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseOtherTotal
Elizabeth F PotterTrustee$916$42,275$43,191
Nancy T HarmonTrustee$229$10,702$10,931
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,320
Other Revenue
$0
Change in Net Assets
$-106,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,037
Other Expenses$8,080
Salaries, Compensation, and Employee Benefits$1,145
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,037--$104,037
Fees for Services Legal$3,212$3,212-$6,424
Current Officers, Directors, Trustees, and Key Employees$573$572-$1,145
Fees for Services Accounting-$1,138-$1,138
Other Expenses$208$200-$208
Total Functional Expenses$108,030$5,232$0$113,262
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New EnglandBoston, MA501c3Music Scholarships-
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
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 provided to trustee”

Form 990, Part VI, Section B, Line 19

“All documents available from trustee upon request”

Filing and Contact Details

Filer

Filer Name
Lotta Educational Fund
EIN
04-2105770
Phone
6172613100
Address
NUTTER 155 SEAPORT BLVD, BOSTON, MA 02210

Signing Officer

Name
Elizabeth F Potter
Title
Trustee
Signed
2015-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth F Potter
Formed
1905
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
McCabe Tax Consulting
Address
26 Swan Rd, Winchester, MA 01890-3747
Preparer
Joanne McCabe
Phone
7813691670
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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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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,986
Liabilities
$0
Net assets
$32,986
Revenue
$6,320
Expenses
$113,262
Net income
-$106,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.06$1.13$1.07
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.08$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.09$0.06$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.05