Civic Intelligence

Waltham Kiwanis Charitable

990EZ • Fiscal year 2018 • EIN 04-2555284

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization ProfileN/A
C/O Ken Schaffer 30 Kerry CTW Newton, MA 02165-1448

(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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

100th percentile

1591%

Higher net margin than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-22%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$30,227

Down $8,402 (-22%) from 2017

Net Assets

Down

$30,227

Down $8,402 (-22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$528

Down $2,946 (-122%) from 2017

Expenses

Up

$7,875

Up $975 (+14%) from 2017

Net Income

Down

-$8,403

Down $3,921 (-87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2018

Assets$30,227
Liabilities$0
Net Assets$30,227
Open 2018 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

2018

Revenue-$528
Expenses$7,875
Net Income-$8,403
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$3,984
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.$6,600$6,600
Compensation and Service Providers
Top Officer Pay76th 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
EIN
04-2555284
Phone
7818941833
Address
C/O KEN SCHAFFER 30 KERRY CT, W NEWTON, MA 02165-1448

Signing Officer

Name
Ken Schaffer
Title
Treasurer & VP
Phone
7818941833
Signed
2019-05-15

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 II, Line 24

“2,000 0 TOTAL 2,000 0”

Form 990-ez, Part III

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

Raw XML Appendix139 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/BOYAmt036630
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030227
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02653
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8403
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038630
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030227
IRS990EZ/FundraisingGrossIncomeAmt0685
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-153
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06600
IRS990EZ/GrossReceiptsAmt03984
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt0799
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038630
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030227
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038630
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030227
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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/OtherAssetsTotalDetail/BOYAmt02000
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/GrantsAndAllocationsAmt06600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt02500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01859
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1174
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07875
IRS990EZ/TotalProgramServiceExpensesAmt06600
IRS990EZ/TotalRevenueAmt0-528
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01484
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01484
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01484
IRS990ScheduleA/Total509Grp/TotalAmt01484
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01484
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02,000 0 TOTAL 2,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ASSIST VARIOUS CHARITABLE ORGANIZATIONS AND NEEDY STUDENTS WITH SCHOLARSHIPS IN THE WALTHAM AREA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN SCHAFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & VP
ReturnHeader/BusinessOfficerGrp/PhoneNum07818941833
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTHAM KIWANIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION 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/ZIPCd0021651448
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01AF419A8925AB0E974CB6623B90697CEA64FEF51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00FDF6C635CF4B6571A1E2F5B0AA7BE1859B74B65
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.14.189.57
ReturnHeader/FilingSecurityInformation/IPDt02019-02-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:59:55
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/PreparationDt02019-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER M KEAVENEY CPA
ReturnHeader/ReturnTs02019-02-23T10:59:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,227
Liabilities
$0
Net assets
$30,227
Revenue
-$528
Expenses
$7,875
Net income
-$8,403
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