Civic Intelligence

Quincy Retired Teachers Association

EIN 04-2686298 • 501(c)3 • Quincy, MA

Profile

To provide scholarships to graduating seniors from the public high schools in Quincy, MA.

P O Box 46Quincy, MA 02170

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

24%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

504%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,098,345

Up $596,606 (+24%) from 2023

Liabilities

Down

$0

Down $36,400 (-100%) from 2023

Net Assets

Up

$3,098,345

Up $633,006 (+26%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin94th percentile

Revenue

Up

$526,662

Up $439,407 (+504%) from 2023

Expenses

Up

$156,057

Up $3,125 (+2.0%) from 2023

Net Income

Up

$370,605

Up $436,282 (+664%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,388,114Liabilities 2011: $37,250Net Assets 2011: $1,350,8642011Assets 2012: $1,445,213Liabilities 2012: $28,250Net Assets 2012: $1,416,9632012Assets 2013: $1,662,444Liabilities 2013: $43,000Net Assets 2013: $1,619,4442013Assets 2014: $1,692,560Liabilities 2014: $20,000Net Assets 2014: $1,672,5602014Assets 2015: $1,687,257Liabilities 2015: $62,500Net Assets 2015: $1,624,7572015Assets 2016: $1,792,566Liabilities 2016: $41,000Net Assets 2016: $1,751,5662016Assets 2017: $2,087,271Liabilities 2017: $35,081Net Assets 2017: $2,052,1902017Assets 2018: $1,905,475Liabilities 2018: $36,000Net Assets 2018: $1,869,4752018Assets 2019: $2,286,189Liabilities 2019: $33,000Net Assets 2019: $2,253,1892019Assets 2020: $2,564,851Liabilities 2020: $65,000Net Assets 2020: $2,499,8512020Assets 2021: $2,778,568Liabilities 2021: $67,500Net Assets 2021: $2,711,0682021Assets 2022: $2,315,957Liabilities 2022: $30,900Net Assets 2022: $2,285,0572022Assets 2023: $2,501,739Liabilities 2023: $36,400Net Assets 2023: $2,465,3392023Assets 2024: $3,098,345Liabilities 2024: $0Net Assets 2024: $3,098,3452024

Highlighted filing

2024

Assets$3,098,345
Liabilities$0
Net Assets$3,098,345
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $58,851Expenses 2011: $89,191Net Income 2011: -$30,3402011Revenue 2012: $155,822Expenses 2012: $89,723Net Income 2012: $66,0992012Revenue 2013: $110,525Expenses 2013: $85,641Net Income 2013: $24,8842013Revenue 2014: $114,154Expenses 2014: $85,646Net Income 2014: $28,5082014Revenue 2015: $35,971Expenses 2015: $90,141Net Income 2015: -$54,1702015Revenue 2016: $100,250Expenses 2016: $89,873Net Income 2016: $10,3772016Revenue 2017: $177,055Expenses 2017: $90,279Net Income 2017: $86,7762017Revenue 2018: $67,067Expenses 2018: $106,970Net Income 2018: -$39,9032018Revenue 2019: $163,490Expenses 2019: $106,236Net Income 2019: $57,2542019Revenue 2020: $121,297Expenses 2020: $117,674Net Income 2020: $3,6232020Revenue 2021: $127,389Expenses 2021: $134,373Net Income 2021: -$6,9842021Revenue 2022: $90,668Expenses 2022: $138,955Net Income 2022: -$48,2872022Revenue 2023: $87,255Expenses 2023: $152,932Net Income 2023: -$65,6772023Revenue 2024: $526,662Expenses 2024: $156,057Net Income 2024: $370,6052024

Highlighted filing

2024

Revenue$526,662
Expenses$156,057
Net Income$370,605
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,098,345
Liabilities
$0
Net assets
$3,098,345
Revenue
$526,662
Expenses
$156,057
Net income
$370,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.00$3.10$0.53$0.16$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.04$2.47$0.09$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.03$2.29$0.09$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.07$2.71$0.13$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.07$2.50$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.03$2.25$0.16$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.04$1.87$0.07$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.04$2.05$0.18$0.09$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.04$1.75$0.10$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.06$1.62$0.04$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.67$0.11$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.04$1.62$0.11$0.09$0.02
2012Summary only. Only limited summary data is available for this year.$1.45$0.03$1.42$0.16$0.09$0.07
2011Summary only. Only limited summary data is available for this year.$1.39$0.04$1.35$0.06$0.09$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$834,594
Mission and Program Overview

Mission

To provide scholarships to graduating seniors from the public high schools in quincy, ma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,482,330$2,720,254▲ $237,924
Cash and Non-Interest-Bearing Accounts$19,409$378,091▲ $358,682
Total Assets$2,501,739$3,098,345▲ $596,606
Liabilities
Grants Payable$36,400$0▼ $36,400
Total Liabilities$36,400$0▼ $36,400
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,465,339$3,098,345▲ $633,006
Total Net Assets Fund Balance$2,465,339$3,098,345▲ $633,006
Total Liabilities and Net Assets / Fund Balance$2,501,739$3,098,345▲ $596,606

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,335,942--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Christine PrendivellePresident
Anne SmithDirector
Deborah BarrettDirector
Helen DoonerDirector
Linda Lew-hansonDirector
Andrea Bomar MarcucciAssistant Treasurer
Helena SkinnerInterim Vice Presiodent
Maureen MckennaRecording Secretary
Linda MonacoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$403,257
Program Service Revenue
$0
Investment Income
$123,405
Other Revenue
$0
All Other Contributions
$403,257
Change in Net Assets
$370,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,200
Other Expenses$32,857
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$123,200--$123,200
Fees for Service Investment Mgmnt Fees-$26,750-$26,750
Fees for Services Accounting$2,025$2,025-$4,050
Fees for Services Other$1,980$77-$2,057
Total Functional Expenses$127,205$28,852$0$156,057
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
Business relationship with 35% controlled entity
No
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 11B

“A copy of form 990 is provided to the directors for reviewing and the organization must have the directors consent to file the form 990.”

Form 990, Part VI, Section B, Line 12

“The board reviews its conflict of interest policy with each member at its annual meeting.”

Form 990, Part VI, Section C, Line 19

“The organization requires its financial statement to be compiled & reviewed by external accountants to ensure reporting is accurate and complete. No regulartory needs. Copies of all filings are provided to the office of the massachusetts attorney general, division of public charities and are available for public inspection.”

Filing and Contact Details

Filer

Filer Name
Quincy Retired Teachers Association
EIN
04-2686298
Phone
5087345220
Address
P O BOX 46, QUINCY, MA 02170

Signing Officer

Name
Linda Monaco
Title
Treasurer
Phone
6176532004
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Monaco
Formed
1979
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
James M Gambon CPA Pc
Address
175 DERBY STREET UNIT 20, HINGHAM, MA 02043
Preparer
James M Gambon CPA
Phone
7817850516
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized short & long term capital gains 262,401.”

PAGE 12 PART XI LINE 9 OTHER CHANGES IN NET ASSETS:

“Other changes in net assets prepresent the current year change in the fair market value of investment. The current year change in unrealized capital gains on investment are unrealized gains of $262,545.”

Raw XML Appendix362 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS FROM THE PUBLIC HIGH SCHOOLS IN QUINCY, MA.
IRS990/AllOtherContributionsAmt0403257
IRS990/BooksInCareOfDetail/PersonNm0LINDA MONACO
IRS990/BooksInCareOfDetail/PhoneNum06176532004
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 46
IRS990/BooksInCareOfDetail/USAddress/CityNm0QUINCY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002170
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt019409
IRS990/CashNonInterestBearingGrp/EOYAmt0378091
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0403257
IRS990/CYGrantsAndSimilarPaidAmt0123200
IRS990/CYInvestmentIncomeAmt0123405
IRS990/CYOtherExpensesAmt032857
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0370605
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0156057
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0526662
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS FOR SENIOR HIGH SCHOOL STUDENTS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0127205
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02025
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02025
IRS990/FeesForServicesAccountingGrp/TotalAmt04050
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt077
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01980
IRS990/FeesForServicesOtherGrp/TotalAmt02057
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt026750
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt026750
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0ANNE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1HELEN DOONER
IRS990/Form990PartVIISectionAGrp/PersonNm2DEBORAH BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm3LINDA LEW-HANSON
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA MONACO
IRS990/Form990PartVIISectionAGrp/PersonNm5MAUREEN MCKENNA
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTINE PRENDIVELLE
IRS990/Form990PartVIISectionAGrp/PersonNm7ANDREA BOMAR MARCUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm8HELENA SKINNER
IRS990/Form990PartVIISectionAGrp/PersonNm9LINDA MONACO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8INTERIM VICE PRESIODENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt064748
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0123200
IRS990/GrantsPayableGrp/BOYAmt036400
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0123200
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0123200
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0372680
IRS990/GrossReceiptsAmt0834594
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt058657
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058657
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02482330
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02720254
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0307932
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS FROM THE PUBLIC HIGH SCHOOLS IN QUINCY, MA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02465339
IRS990/NetAssetsOrFundBalancesEOYAmt03098345
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt064748
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064748
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02465339
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03098345
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0262401
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LINDA MONACO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010200
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0122600
IRS990/PYInvestmentIncomeAmt077055
IRS990/PYOtherExpensesAmt030332
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-65677
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0152932
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt087255
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0370605
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION FAILED TO MEET THE ONE-THIRD SUPPORT TEST, BUT ALTERNATIVELY QUALIFY AS A PUBLIC CHARITY UNDER 509(A)(1)/170(B)(1)(A)(VI) IN THAT (A) IT HAS A PUBLIC SUPPORT RATIO OF MORE THAN 10%; (B) THE ORGANIZATION IS ORGANIZED AND OPERATES SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT; (C) AND THE FACTS AND CIRCUMSTANCES INDICATE IT IS A PUBLICLY SUPPORTED ORGANIZATION.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0403257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0494695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0123261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt077055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045239
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0109009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0103844
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0458408
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51900
IRS990ScheduleA/PublicSupportPY170Pct00.18800
IRS990ScheduleA/PublicSupportTotal170Amt0494695
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0403257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017428
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0494695
IRS990ScheduleA/TotalSupportAmt0953103
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01384312
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11335942
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT COST BASIS - UBS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT UNREALIZED GAIN - UBS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02720254
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0123200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP FOR SENIOR HIGH SCHOOL STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt044
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO THE DIRECTORS FOR REVIEWING AND THE ORGANIZATION MUST HAVE THE DIRECTORS CONSENT TO FILE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS ITS CONFLICT OF INTEREST POLICY WITH EACH MEMBER AT ITS ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REQUIRES ITS FINANCIAL STATEMENT TO BE COMPILED & REVIEWED BY EXTERNAL ACCOUNTANTS TO ENSURE REPORTING IS ACCURATE AND COMPLETE. NO REGULARTORY NEEDS. COPIES OF ALL FILINGS ARE PROVIDED TO THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL, DIVISION OF PUBLIC CHARITIES AND ARE AVAILABLE FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED SHORT & LONG TERM CAPITAL GAINS 262,401.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER CHANGES IN NET ASSETS PREPRESENT THE CURRENT YEAR CHANGE IN THE FAIR MARKET VALUE OF INVESTMENT. THE CURRENT YEAR CHANGE IN UNREALIZED CAPITAL GAINS ON INVESTMENT ARE UNREALIZED GAINS OF $262,545.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PAGE 12 PART XI LINE 9 OTHER CHANGES IN NET ASSETS:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02501739
IRS990/TotalAssetsEOYAmt03098345
IRS990/TotalAssetsGrp/BOYAmt02501739
IRS990/TotalAssetsGrp/EOYAmt03098345
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0403257
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028852
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127205
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036400
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt036400
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02465339
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03098345
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0127205
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0123405
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0526662
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02501739
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03098345
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021 GLENDALE ROAD
IRS990/USAddress/CityNm0QUINCY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002169
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA MONACO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06176532004
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0QUINCY RETIRED TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND INC ATTN LINDA MONACO
ReturnHeader/Filer/BusinessNameControlTxt0QUIN
ReturnHeader/Filer/EIN0042686298
ReturnHeader/Filer/PhoneNum05087345220
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 46
ReturnHeader/Filer/USAddress/CityNm0QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002170
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872221102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES M GAMBON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 DERBY STREET UNIT 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002043
ReturnHeader/PreparerPersonGrp/PhoneNum07817850516
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M GAMBON CPA
ReturnHeader/ReturnTs02025-11-17T09:29:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits