Civic Intelligence

Waltham Kiwanis Charitable

990EZ • Fiscal year 2019 • EIN 04-2555284

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 15, 2020

Organization ProfileN/A
C/O Ken Schaffer 30 Kerry CTW Newton, MA 02465-1448

(781) 894-1833

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-4590%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$23,112

Down $7,115 (-24%) from 2018

Net Assets

Down

$23,112

Down $7,115 (-24%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Up

$155

Up $683 (+129%) from 2018

Expenses

Down

$7,270

Down $605 (-7.7%) from 2018

Net Income

Up

-$7,115

Up $1,288 (+15%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$80K$60K$40K$20K$0Assets 2011: $67,949Liabilities 2011: $02011Assets 2012: $63,519Liabilities 2012: $02012Assets 2013: $57,967Liabilities 2013: $02013Assets 2014: $52,933Liabilities 2014: $02014Assets 2015: $47,792Liabilities 2015: $02015Assets 2016: $43,111Liabilities 2016: $0Net Assets 2016: $43,1112016Assets 2017: $38,629Liabilities 2017: $0Net Assets 2017: $38,6292017Assets 2018: $30,227Liabilities 2018: $0Net Assets 2018: $30,2272018Assets 2019: $23,112Liabilities 2019: $0Net Assets 2019: $23,1122019Assets 2020: $19,735Liabilities 2020: $0Net Assets 2020: $19,7352020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2019

Assets$23,112
Liabilities$0
Net Assets$23,112
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $2,003Expenses 2011: $7,990Net Income 2011: -$5,9872011Revenue 2012: $3,070Expenses 2012: $7,500Net Income 2012: -$4,4302012Revenue 2013: $2,398Expenses 2013: $7,950Net Income 2013: -$5,5522013Revenue 2014: $2,774Expenses 2014: $7,808Net Income 2014: -$5,0342014Revenue 2015: $2,415Expenses 2015: $7,556Net Income 2015: -$5,1412015Revenue 2016: $2,694Expenses 2016: $7,375Net Income 2016: -$4,6812016Revenue 2017: $2,418Expenses 2017: $6,900Net Income 2017: -$4,4822017Revenue 2018: -$528Expenses 2018: $7,875Net Income 2018: -$8,4032018Revenue 2019: $155Expenses 2019: $7,270Net Income 2019: -$7,1152019Revenue 2020: $649Expenses 2020: $4,025Net Income 2020: -$3,3762020Revenue 2021: $308Expenses 2021: $20,044Net Income 2021: -$19,7362021

Highlighted filing

2019

Revenue$155
Expenses$7,270
Net Income-$7,115
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 15, 2020
Return Version
2019v5.0
Gross Receipts
$6,624
Mission and Program Overview

Mission

To assist various charitable organizations and needy students with scholarships in the waltham area

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION WAS ABLE TO ASSIST VARIOUS CHARITABLE ORGANIZATIONS IN THE LOCAL AREA AND HELP NEEDY STUDENTS WITH SCHOLARSHIPS.$5,175$5,175
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODERICK MACNEILPresident-$0--
KEN SCHAFFERTreasurer &-$0--
KAREN TONEYSecretary-$0--
RICHARD SCALISEDirector-$0--
YOLANDA CELLUCCIDirector-$0--
LOUIS NOCERADirector-$0--
Filing and Contact Details

Filer

Filer Name
Waltham Kiwanis Charitable
EIN
04-2555284
Phone
7818941833
Address
C/O KEN SCHAFFER 30 KERRY CT, W NEWTON, MA 02465-1448

Signing Officer

Name
Ken Schaffer
Title
Treasurer & VP
Phone
7818941833
Signed
2020-03-15

Preparer

Firm
O'BRIEN FITZGERALD TAYLOR & KEAVENEY PC
Address
85 CENTRAL STREET - PO BOX 540351, WALTHAM, MA 02454-0351
Preparer
Peter M Keaveney CPA
Phone
7818934010
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“To assist various charitable organizations and needy students with scholarships in the waltham area”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEN SCHAFFER
IRS990EZ/BooksInCareOfDetail/PhoneNum07818941833
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030 KERRY COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST NEWTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002465
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030227
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023112
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06469
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7115
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02095
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030227
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023112
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-469
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05175
IRS990EZ/GrossReceiptsAmt06624
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt0624
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030227
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023112
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030227
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RODERICK MACNEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN SCHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN TONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD SCALISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4YOLANDA CELLUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LOUIS NOCERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST VARIOUS CHARITABLE ORGANIZATIONS AND NEEDY STUDENTS WITH SCHOLARSHIPS IN THE WALTHAM AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION WAS ABLE TO ASSIST VARIOUS CHARITABLE ORGANIZATIONS IN THE LOCAL AREA AND HELP NEEDY STUDENTS WITH SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05175
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05175
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt06000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07270
IRS990EZ/TotalProgramServiceExpensesAmt05175
IRS990EZ/TotalRevenueAmt0155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0624
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0799
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0782
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01096
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01166
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0624
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0799
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0782
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01096
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04467
IRS990ScheduleA/InvestmentIncomeCYPct00.29000
IRS990ScheduleA/InvestmentIncomePYPct00.27000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.71360
IRS990ScheduleA/PublicSupportPY509Pct00.73360
IRS990ScheduleA/PublicSupportTotal509Amt011130
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03100
IRS990ScheduleA/Total509Grp/TotalAmt011130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01484
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ASSIST VARIOUS CHARITABLE ORGANIZATIONS AND NEEDY STUDENTS WITH SCHOLARSHIPS IN THE WALTHAM AREA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN SCHAFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & VP
ReturnHeader/BusinessOfficerGrp/PhoneNum07818941833
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTHAM KIWANIS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0042555284
ReturnHeader/Filer/PhoneNum07818941833
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O KEN SCHAFFER 30 KERRY CT
ReturnHeader/Filer/USAddress/CityNm0W NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024651448
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId009898C30699983EA954D0B3482F301F218B46482
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FDF6C635CF4B6571A1E2F5B0AA7BE1859B74B65
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.14.189.57
ReturnHeader/FilingSecurityInformation/IPDt02020-02-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:52:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043070357
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN FITZGERALD TAYLOR & KEAVENEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 CENTRAL STREET - PO BOX 540351
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024540351
ReturnHeader/PreparerPersonGrp/PhoneNum07818934010
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER M KEAVENEY CPA
ReturnHeader/ReturnTs02020-02-21T09:52:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,112
Liabilities
$0
Net assets
$23,112
Revenue
$155
Expenses
$7,270
Net income
-$7,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.31$20.0$19.7
2020Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.65$4.03$3.38
2019Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.16$7.27$7.12
2018Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$0.53$7.88$8.40
2017Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$2.42$6.90$4.48
2016Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$2.69$7.38$4.68
2015Summary only. Only limited summary data is available for this year.$47.8$0.00$2.42$7.56$5.14
2014Summary only. Only limited summary data is available for this year.$52.9$0.00$2.77$7.81$5.03
2013Summary only. Only limited summary data is available for this year.$58.0$0.00$2.40$7.95$5.55
2012Summary only. Only limited summary data is available for this year.$63.5$0.00$3.07$7.50$4.43
2011Summary only. Only limited summary data is available for this year.$67.9$0.00$2.00$7.99$5.99