Civic Intelligence

Edith Stewart Chase Foundation Agy

990 • Fiscal year 2023 • EIN 04-3242344

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

Organization Profilewww.edithstewartchasefoundation.org
2036 Washington StreetHanover, MA 02339

(508) 422-0109

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

37th percentile

0.2%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,287,346

Up $2,675 (+0.2%) from 2022

Net Assets

Up

$1,287,346

Up $2,675 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin51st percentile

Revenue

Down

$38,983

Down $12,489 (-24%) from 2022

Expenses

Up

$37,123

Up $4,087 (+12%) from 2022

Net Income

Down

$1,860

Down $16,576 (-90%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $818,069Liabilities 2011: $0Net Assets 2011: $818,0692011Assets 2012: $808,754Liabilities 2012: $0Net Assets 2012: $808,7542012Assets 2013: $811,700Liabilities 2013: $0Net Assets 2013: $811,7002013Assets 2014: $821,683Liabilities 2014: $0Net Assets 2014: $821,6832014Assets 2015: $833,759Liabilities 2015: $0Net Assets 2015: $833,7592015Assets 2016: $820,234Liabilities 2016: $0Net Assets 2016: $820,2342016Assets 2017: $837,508Liabilities 2017: $0Net Assets 2017: $837,5082017Assets 2018: $823,947Liabilities 2018: $0Net Assets 2018: $823,9472018Assets 2019: $1,037,012Liabilities 2019: $0Net Assets 2019: $1,037,0122019Assets 2020: $1,218,067Liabilities 2020: $0Net Assets 2020: $1,218,0672020Assets 2021: $1,266,981Liabilities 2021: $0Net Assets 2021: $1,266,9812021Assets 2022: $1,284,671Liabilities 2022: $0Net Assets 2022: $1,284,6712022Assets 2023: $1,287,346Liabilities 2023: $0Net Assets 2023: $1,287,3462023Assets 2024: $1,322,023Liabilities 2024: $0Net Assets 2024: $1,322,0232024

Highlighted filing

2023

Assets$1,287,346
Liabilities$0
Net Assets$1,287,346
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $23,304Expenses 2011: $40,386Net Income 2011: -$17,0822011Revenue 2012: $39,567Expenses 2012: $48,918Net Income 2012: -$9,3512012Revenue 2013: $45,752Expenses 2013: $42,806Net Income 2013: $2,9462013Revenue 2014: $52,806Expenses 2014: $48,271Net Income 2014: $4,5352014Revenue 2015: $59,363Expenses 2015: $37,327Net Income 2015: $22,0362015Revenue 2016: $35,223Expenses 2016: $48,674Net Income 2016: -$13,4512016Revenue 2017: $53,096Expenses 2017: $35,326Net Income 2017: $17,7702017Revenue 2018: $41,697Expenses 2018: $55,682Net Income 2018: -$13,9852018Revenue 2019: $256,004Expenses 2019: $48,273Net Income 2019: $207,7312019Revenue 2020: $228,410Expenses 2020: $46,303Net Income 2020: $182,1072020Revenue 2021: $88,892Expenses 2021: $40,205Net Income 2021: $48,6872021Revenue 2022: $51,472Expenses 2022: $33,036Net Income 2022: $18,4362022Revenue 2023: $38,983Expenses 2023: $37,123Net Income 2023: $1,8602023Revenue 2024: $67,816Expenses 2024: $33,429Net Income 2024: $34,3872024

Highlighted filing

2023

Revenue$38,983
Expenses$37,123
Net Income$1,860
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Gross Receipts
$431,483
Mission and Program Overview

Mission

To assist retired members of the retired educators association of massachusetts (ream) who are in need of assistance on a temporary basis

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,284,671$1,287,346▲ $2,675
Investments in Publicly Traded Securities$1,235,619$1,198,484▼ $37,135
Savings and Temporary Cash Investments$45,136$85,406▲ $40,270
Cash and Non-Interest-Bearing Accounts$3,916$3,456▼ $460
Total Assets$1,284,671$1,287,346▲ $2,675
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,284,671$1,287,346▲ $2,675
Total Liabilities and Net Assets / Fund Balance$1,284,671$1,287,346▲ $2,675
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Hugh KnoxExecutive Director
James CarltonTrustee
Lois JacobsTrustee
Margaret BilodeauTrustee
Marjorie BurnsTrustee
Martha NelsonTrustee
Paul CoakleyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$12,888
Program Service Revenue
$0
Investment Income
$26,095
Other Revenue
$0
All Other Contributions
$12,888
Change in Net Assets
$1,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,273
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$15,850--$15,850
Fees for Service Investment Mgmnt Fees-$11,130-$11,130
Occupancy-$4,377-$4,377
Office Expenses-$2,048-$2,048
Insurance-$948-$948
Travel-$811-$811
Information Technology-$801-$801
Fees for Services Accounting-$800-$800
All Other Expenses-$358-$358
Total Functional Expenses$15,850$21,273$0$37,123
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11-description of Process for Review

“The trust officer reviews form 990 prior to filing and forwards a copy to ream.”

Form 990, Page 6, Part VI, Line 19

“The organization governing documents, policies, and financial statements of the trust are available upon request.”

Filing and Contact Details

Filer

Filer Name
Edith Stewart Chase Foundation Agy
EIN
04-3242344
Phone
5084220109
Address
2036 WASHINGTON STREET, HANOVER, MA 02339

Signing Officer

Name
Margaret a Bilodeau
Title
Trustee
Phone
5084220109
Signed
2024-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Bilodeau
Formed
1994
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Rockland Trust Company
Address
2036 WASHINGTON STREET, Hanover, MA 02339
Preparer
Rita Yeung
Phone
8008266101
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“BOOK VALUE ADJUSTMENT”

Raw XML Appendix337 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST OFFICER REVIEWS FORM 990 PRIOR TO FILING AND FORWARDS A COPY TO REAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS OF THE TRUST ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK VALUE ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt037123
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01284671
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01287346
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034615
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-8520
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038983
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01284671
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01287346
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0811
IRS990/TravelGrp/TotalAmt0811
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014 Misco Brook Path
IRS990/USAddress/CityNm0Grafton
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001519
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.edithstewartchasefoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET A BILODEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05084220109
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDITH STEWART CHASE FOUNDATION AGY
ReturnHeader/Filer/BusinessNameControlTxt0CHAS
ReturnHeader/Filer/EIN0043242344
ReturnHeader/Filer/PhoneNum05084220109
ReturnHeader/Filer/USAddress/AddressLine1Txt02036 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0HANOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002339
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041782600
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROCKLAND TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02036 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hanover
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002339
ReturnHeader/PreparerPersonGrp/PhoneNum08008266101
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA YEUNG
ReturnHeader/ReturnTs02024-09-05T10:01:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,287,346
Liabilities
$0
Net assets
$1,287,346
Revenue
$38,983
Expenses
$37,123
Net income
$1,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.07$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04$0.04$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.05$0.03$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.09$0.04$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.23$0.05$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.26$0.05$0.21
2018Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.04$0.06$0.01
2017Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.05$0.04$0.02
2016Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.04$0.05$0.01
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.06$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.05$0.05$0.00
2013Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.05$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.04$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.02$0.04$0.02