Civic Intelligence

Arms Academy Scholarship Fund Trust

990EZ • Fiscal year 2017 • EIN 04-2619676

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

31 Bullitt RoadAshfield, MA 01330

(413) 628-3812

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.6%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$342,654

Down $2,933 (-0.8%) from 2016

Net Assets

Down

$342,654

Down $2,933 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$12,672

Down $611 (-4.6%) from 2016

Expenses

Down

$15,605

Down $2,230 (-13%) from 2016

Net Income

Up

-$2,933

Up $1,619 (+36%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$342,654
Liabilities$0
Net Assets$342,654

Operations Trend

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

2017

Revenue$12,672
Expenses$15,605
Net Income-$2,933
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$34,170
Mission and Program Overview

Mission

EDUCATION SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
THE TRUST PROVIDES SCHOLARSHIPS FOR SENIORS AND GRADUATES OF MOHAWK TRAIL REGIONAL HIGH SCHOOL AND THE FRANKLIN COUNTY TECHNICAL HIGH SCHOOL$15,270$15,605
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN P UPTONChairperson-$0--
ELIZABETH LENOSecretary-$0--
MARIE FULLERTreasurer-$0--
PAMELA S KELLEHERTrustee-$0--
MARJORIE B PORROVECCHIOTrustee-$0--
JUDY HOYTTrustee-$0--
MURIEL ZRAUNIGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Arms Academy Scholarship Fund Trust
EIN
04-2619676
Phone
4136283812
Address
31 BULLITT ROAD, ASHFIELD, MA 01330

Signing Officer

Name
Marie Fuller
Title
Treasurer
Phone
4136283812
Signed
2018-11-12

Preparer

Firm
Jonathan F George Sr CPA Cfp
Address
89 MAIN ST, SHELBURNE FALLS, MA 01370
Preparer
Jonathan F George Sr CPA Cfp
Phone
4136259593
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Micellaneous income 169 total 169

Form 990-ez, Part I, Line 10

Cash contribution: 15,270

Form 990-ez, Part I, Line 20

Raymond james acct cost basis adjustment 0

Raw XML Appendix168 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 FULLLER
IRS990EZ/BooksInCareOfDetail/PhoneNum04136283812
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031 BULLITT ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ASHFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001330
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0345587
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0342654
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025
IRS990EZ/CostOrOtherBasisExpenseSaleAmt021498
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2933
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0335
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0345587
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0342654
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05942
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015270
IRS990EZ/GrossReceiptsAmt034170
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06536
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0345587
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0342654
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0345587
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0342654
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/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN P UPTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH LENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAMELA S KELLEHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARJORIE B PORROVECCHIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDY HOYT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MURIEL ZRAUNIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherRevenueTotalAmt0169
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST PROVIDES SCHOLARSHIPS FOR SENIORS AND GRADUATES OF MOHAWK TRAIL REGIONAL HIGH SCHOOL AND THE FRANKLIN COUNTY TECHNICAL HIGH SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015605
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt027440
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015605
IRS990EZ/TotalProgramServiceExpensesAmt015605
IRS990EZ/TotalRevenueAmt012672
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROVIDED SCHOLARSHIPS TO STUDENTS OF MOHAWK REGIONAL SCHOOL DISTRICT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046135347
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt015270
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MOHAWK TRAIL REGIONAL HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0MOHAWK TRAIL REGIONAL HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt015270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MICELLANEOUS INCOME 169 TOTAL 169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 15,270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RAYMOND JAMES ACCT COST BASIS ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE FULLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04136283812
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARMS ACADEMY SCHOLARSHIP FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ARMS
ReturnHeader/Filer/EIN0042619676
ReturnHeader/Filer/PhoneNum04136283812
ReturnHeader/Filer/USAddress/AddressLine1Txt031 BULLITT ROAD
ReturnHeader/Filer/USAddress/CityNm0ASHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001330
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId053D458C82320E5CA4BCA37F288A6CEEB15A0A3C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D65B8C24A6D834F8E6E3582B5F89B03B947C9ED7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm004:15:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043526236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBURNE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001370
ReturnHeader/PreparerPersonGrp/PhoneNum04136259593
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T05:15:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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