Civic Intelligence

Lotta Educational Fund

990 • Fiscal year 2013 • EIN 04-2105770

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 28, 2014

Organization Profile
Nutter 155 Seaport Blvd02210

(617) 261-3100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$139,928

Up $1,364 (+1.0%) from 2012

Net Assets

Up

$139,928

Up $1,364 (+1.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

Down

$8,439

Down $439 (-4.9%) from 2012

Expenses

Up

$7,075

Up $892 (+14%) from 2012

Net Income

Down

$1,364

Down $1,331 (-49%) from 2012

Historical Trend

Balance Sheet Trend

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

2013

Assets$139,928
Liabilities$0
Net Assets$139,928
Open 2013 Filing

Operations Trend

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

2013

Revenue$8,439
Expenses$7,075
Net Income$1,364
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 28, 2014
Return Version
2013v3.1
Gross Receipts
$33,075
Mission and Program Overview

Mission

Provide scholarships to students interested in music.

Provide scholarships to students interested in music

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$138,564$139,928▲ $1,364
Investments in Publicly Traded Securities$111,627$117,313▲ $5,686
Savings and Temporary Cash Investments$26,937$22,115▼ $4,822
Cash and Non-Interest-Bearing Accounts-$500-
Total Assets$138,564$139,928▲ $1,364
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$138,564$139,928▲ $1,364
Total Liabilities and Net Assets / Fund Balance$138,564$139,928▲ $1,364
Compensation and Service Providers

Employees

NameTitleOtherTotal
Elizabeth F PotterTrustee$1,120$1,120
Nancy T HarmonTrustee$279$279
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,439
Other Revenue
$0
Change in Net Assets
$1,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,676
Salaries, Compensation, and Employee Benefits$1,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$1,764$1,764-$3,528
Current Officers, Directors, Trustees, and Key Employees$1,399--$1,399
Fees for Services Accounting-$1,000-$1,000
Other Expenses$187$200-$187
Total Functional Expenses$3,713$3,362$0$7,075
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

EIN
04-2105770
Phone
6172613100

Signing Officer

Name
Elizabeth F Potter
Title
Trustee
Signed
2014-04-28
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

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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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/Filer/PhoneNum06172613100
ReturnHeader/Filer/USAddress/AddressLine10NUTTER 155 SEAPORT BLVD
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10McCabe Tax Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1026 Swan Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Winchester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0018903747
ReturnHeader/PreparerPersonGrp/PhoneNum07813691670
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joanne McCabe
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-04-28T07:52:39-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,928
Liabilities
$0
Net assets
$139,928
Revenue
$8,439
Expenses
$7,075
Net income
$1,364
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