Civic Intelligence

Arms Academy Scholarship Fund Trust

990EZ • Fiscal year 2013 • EIN 04-2619676

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 09, 2014

Organization ProfileN/A
31 Bullitt RoadShelburne Fls, MA 01330

(413) 628-3812

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

17th percentile

-27%

Faster revenue growth than 17% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$318,055

Down $1,328 (-0.4%) from 2012

Net Assets

Down

$318,055

Down $1,328 (-0.4%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin18th percentile

Revenue

Down

$7,997

Down $2,923 (-27%) from 2012

Expenses

Down

$9,325

Down $1,290 (-12%) from 2012

Net Income

Down

-$1,328

Down $1,633 (-535%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2010: $322,922Net Assets 2010: $322,9222010Assets 2011: $319,078Liabilities 2011: $02011Assets 2012: $319,383Net Assets 2012: $319,3832012Assets 2013: $318,055Liabilities 2013: $0Net Assets 2013: $318,0552013Assets 2014: $335,506Liabilities 2014: $0Net Assets 2014: $335,5062014Assets 2015: $350,139Liabilities 2015: $0Net Assets 2015: $350,1392015Assets 2016: $345,587Liabilities 2016: $0Net Assets 2016: $345,5872016Assets 2017: $342,654Liabilities 2017: $0Net Assets 2017: $342,6542017Assets 2018: $351,024Liabilities 2018: $0Net Assets 2018: $351,0242018Assets 2019: $358,739Liabilities 2019: $0Net Assets 2019: $358,7392019Assets 2020: $356,932Liabilities 2020: $0Net Assets 2020: $356,9322020Assets 2021: $365,642Liabilities 2021: $0Net Assets 2021: $365,6422021Assets 2022: $394,632Liabilities 2022: $0Net Assets 2022: $394,6322022Assets 2023: $422,155Liabilities 2023: $0Net Assets 2023: $422,1552023Assets 2024: $482,732Net Assets 2024: $482,7322024

Highlighted filing

2013

Assets$318,055
Liabilities$0
Net Assets$318,055
Open 2013 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KRevenue 2010: $15,102Expenses 2010: $10,476Net Income 2010: $4,6262010Revenue 2011: $11,596Expenses 2011: $9,665Net Income 2011: $1,9312011Revenue 2012: $10,920Expenses 2012: $10,615Net Income 2012: $3052012Revenue 2013: $7,997Expenses 2013: $9,325Net Income 2013: -$1,3282013Revenue 2014: $29,186Expenses 2014: $11,735Net Income 2014: $17,4512014Revenue 2015: $17,529Expenses 2015: $12,935Net Income 2015: $4,5942015Revenue 2016: $13,283Expenses 2016: $17,835Net Income 2016: -$4,5522016Revenue 2017: $12,672Expenses 2017: $15,605Net Income 2017: -$2,9332017Revenue 2018: $19,805Expenses 2018: $11,435Net Income 2018: $8,3702018Revenue 2019: $22,883Expenses 2019: $15,168Net Income 2019: $7,7152019Revenue 2020: $12,291Expenses 2020: $14,097Net Income 2020: -$1,8062020Revenue 2021: $19,869Expenses 2021: $11,159Net Income 2021: $8,7102021Revenue 2022: $44,936Expenses 2022: $15,946Net Income 2022: $28,9902022Revenue 2023: $27,932Expenses 2023: $409Net Income 2023: $27,5232023Revenue 2024: $76,011Expenses 2024: $15,434Net Income 2024: $60,5772024

Highlighted filing

2013

Revenue$7,997
Expenses$9,325
Net Income-$1,328
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 9, 2014
Return Version
2013v3.1
Gross Receipts
$27,599
Mission and Program Overview

Mission

EDUCATION SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
The trust provides scholarships for seniors and graduates of Mohawk Trial Regional High School and the Franklin County Technical High School.-$9,000
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN P UPTONChairperson-$0--
ELIZABETH LENOSecretary-$0--
MARIE FULLERTreasurer-$0--
WINTHROP T ANDERSONTrustee-$0--
PAMELA S KELLEHERTrustee-$0--
MARJORIE B POOROVECCHIOTrustee-$0--
Filing and Contact Details

Filer

EIN
04-2619676
Phone
4136283812

Signing Officer

Name
Marie Fuller
Title
Treasurer
Phone
4136283812
Signed
2014-06-09
Discuss with paid preparer
Yes

Preparer

Preparer
J George Sr CPA Cfp
Phone
4136259593
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarship awards awards hannah robertson 600. Scholarship awards awards jacob looman 600. Scholarship awards awards beth coutu 500. Scholarship awards awards jullian soucie 600. Scholarship awards awards ashley manners 600. Scholarship awards awards fracesca maroney 1000. Scholarship awards awards sheryl magdycz 700. Scholarship awards awards dakota wallace 600. Scholarship awards awards theresa forton 600. Scholarship awards awards alina schmidt 1200. Scholarship awards awards gabriel chevali”

Form 990EZ, Part I, Line 16

“ANNUAL REPORT 35.”

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/PersonNm0MARIE FULLER
IRS990EZ/BooksInCareOfDetail/PhoneNum04136283812
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1031 Bullitt Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Ashfield
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001330
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0319383
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0318055
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt082
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt019602
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1328
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0290
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0319383
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0318055
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-302
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt027599
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08217
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0319383
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0318055
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0319383
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0318055
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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/PersonNm0KATHLEEN P UPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH LENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WINTHROP T ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAMELA S KELLEHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARJORIE B POOROVECCHIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education scholarships
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The trust provides scholarships for seniors and graduates of Mohawk Trial Regional High School and the Franklin County Technical High School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt019300
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09325
IRS990EZ/TotalProgramServiceExpensesAmt09000
IRS990EZ/TotalRevenueAmt07997
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046135347
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0Public School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt09000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Mohawk Trail Regional High School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt09000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP AWARDS AWARDS HANNAH ROBERTSON 600. SCHOLARSHIP AWARDS AWARDS JACOB LOOMAN 600. SCHOLARSHIP AWARDS AWARDS BETH COUTU 500. SCHOLARSHIP AWARDS AWARDS JULLIAN SOUCIE 600. SCHOLARSHIP AWARDS AWARDS ASHLEY MANNERS 600. SCHOLARSHIP AWARDS AWARDS FRACESCA MARONEY 1000. SCHOLARSHIP AWARDS AWARDS SHERYL MAGDYCZ 700. SCHOLARSHIP AWARDS AWARDS DAKOTA WALLACE 600. SCHOLARSHIP AWARDS AWARDS THERESA FORTON 600. SCHOLARSHIP AWARDS AWARDS ALINA SCHMIDT 1200. SCHOLARSHIP AWARDS AWARDS GABRIEL CHEVALI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REPORT 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE FULLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04136283812
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Arms Academy Scholarship Fund Trust
ReturnHeader/Filer/BusinessNameControlTxt0ARMS
ReturnHeader/Filer/EIN0042619676
ReturnHeader/Filer/PhoneNum04136283812
ReturnHeader/Filer/USAddress/AddressLine1031 Bullitt Road
ReturnHeader/Filer/USAddress/City0Ashfield
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jonathan F George Sr CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1089 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Shelburne Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001370
ReturnHeader/PreparerPersonGrp/PhoneNum04136259593
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J GEORGE SR CPA CFP
ReturnHeader/ReturnTs02014-06-11T09:09:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$318,055
Liabilities
$0
Net assets
$318,055
Revenue
$7,997
Expenses
$9,325
Net income
-$1,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$4.83$0.76$0.15$0.61
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.28$0.00$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.45$0.16$0.29
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.66$0.00$3.66$0.20$0.11$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.12$0.14$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.23$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.20$0.11$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.00$3.43$0.13$0.16$0.03
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.46$0.00$3.46$0.13$0.18$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.18$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.29$0.12$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.08$0.09$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$3.19$0.11$0.11$0.00
2011Summary only. Only limited summary data is available for this year.$3.19$0.00$0.12$0.10$0.02
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$3.23$0.15$0.10$0.05