Civic Intelligence

Mt Pleasant Memorial Scholarship

EIN 04-3294401 • 501(c)3 • Lowell, MA

Profile

To award educational scholarships to local high school seniors attending either two-year, four-year or vocational schools.

141 Staples StreetLowell, MA 01851-2840

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

33rd percentile

-7.7%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-1.1%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

2.1%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$81,580

Down $936 (-1.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$81,580

Down $936 (-1.1%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Up

$20,438

Up $423 (+2.1%) from 2024

Expenses

Up

$22,004

Up $4,949 (+29%) from 2024

Net Income

Down

-$1,566

Down $4,526 (-153%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$100K$50K$0Assets 2012: $84,556Liabilities 2012: $02012Assets 2013: $88,357Liabilities 2013: $0Net Assets 2013: $88,3572013Assets 2014: $88,311Liabilities 2014: $0Net Assets 2014: $88,3112014Assets 2015: $82,426Liabilities 2015: $0Net Assets 2015: $82,4262015Assets 2016: $78,460Liabilities 2016: $0Net Assets 2016: $78,4602016Assets 2017: $84,889Liabilities 2017: $0Net Assets 2017: $84,8892017Assets 2018: $75,299Liabilities 2018: $0Net Assets 2018: $75,2992018Assets 2019: $73,111Liabilities 2019: $0Net Assets 2019: $73,1112019Assets 2020: $84,006Liabilities 2020: $0Net Assets 2020: $84,0062020Assets 2021: $85,435Liabilities 2021: $0Net Assets 2021: $85,4352021Assets 2022: $76,806Liabilities 2022: $0Net Assets 2022: $76,8062022Assets 2023: $87,903Liabilities 2023: $0Net Assets 2023: $87,9032023Assets 2024: $82,516Liabilities 2024: $0Net Assets 2024: $82,5162024Assets 2025: $81,580Net Assets 2025: $81,5802025

Highlighted filing

2025

Assets$81,580
Liabilities-
Net Assets$81,580
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2012: $14,344Expenses 2012: $9,579Net Income 2012: $4,7652012Revenue 2013: $9,292Expenses 2013: $5,491Net Income 2013: $3,8012013Revenue 2014: $6,832Expenses 2014: $6,878Net Income 2014: -$462014Revenue 2015: $10,063Expenses 2015: $14,703Net Income 2015: -$4,6402015Revenue 2016: $8,687Expenses 2016: $12,710Net Income 2016: -$4,0232016Revenue 2017: $16,296Expenses 2017: $10,315Net Income 2017: $5,9812017Revenue 2018: $8,645Expenses 2018: $17,465Net Income 2018: -$8,8202018Revenue 2019: $11,984Expenses 2019: $14,868Net Income 2019: -$2,8842019Revenue 2020: $12,801Expenses 2020: $796Net Income 2020: $12,0052020Revenue 2021: $27,419Expenses 2021: $27,836Net Income 2021: -$4172021Revenue 2022: $13,720Expenses 2022: $16,662Net Income 2022: -$2,9422022Revenue 2023: $30,808Expenses 2023: $19,900Net Income 2023: $10,9082023Revenue 2024: $20,015Expenses 2024: $17,055Net Income 2024: $2,9602024Revenue 2025: $20,438Expenses 2025: $22,004Net Income 2025: -$1,5662025

Highlighted filing

2025

Revenue$20,438
Expenses$22,004
Net Income-$1,566
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,580
Liabilities
-
Net assets
$81,580
Revenue
$20,438
Expenses
$22,004
Net income
-$1,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$81.6$81.6$20.4$22.0$1.57
2024Detailed filing. Detailed filing data is available for this year.$82.5$0.00$82.5$20.0$17.1$2.96
2023Detailed filing. Detailed filing data is available for this year.$87.9$0.00$87.9$30.8$19.9$10.9
2022Detailed filing. Detailed filing data is available for this year.$76.8$0.00$76.8$13.7$16.7$2.94
2021Detailed filing. Detailed filing data is available for this year.$85.4$0.00$85.4$27.4$27.8$0.42
2020Detailed filing. Detailed filing data is available for this year.$84.0$0.00$84.0$12.8$0.80$12.0
2019Detailed filing. Detailed filing data is available for this year.$73.1$0.00$73.1$12.0$14.9$2.88
2018Detailed filing. Detailed filing data is available for this year.$75.3$0.00$75.3$8.65$17.5$8.82
2017Detailed filing. Detailed filing data is available for this year.$84.9$0.00$84.9$16.3$10.3$5.98
2016Detailed filing. Detailed filing data is available for this year.$78.5$0.00$78.5$8.69$12.7$4.02
2015Detailed filing. Detailed filing data is available for this year.$82.4$0.00$82.4$10.1$14.7$4.64
2014Detailed filing. Detailed filing data is available for this year.$88.3$0.00$88.3$6.83$6.88$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.4$0.00$88.4$9.29$5.49$3.80
2012Summary only. Only limited summary data is available for this year.$84.6$0.00$14.3$9.58$4.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.0
Gross Receipts
$20,438
Mission and Program Overview

Mission

To award educational scholarships to local high school seniors attending either two-year, four-year or vocational schools.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION WAS ABLE TO GRANT SCHOLARSHIPS TO 28 INDIVIDUALS ON JUNE 26, 2025.$21,000$21,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON HOWARTHPresident-$0--
TIMOTHY PATTERSONTreasurer-$0--
DONNA L FOLEYSecretary-$0--
ANN MURPHYDirector-$0--
CHRISTOPHER GENTLEVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Mt Pleasant Memorial Scholarship
EIN
04-3294401
Phone
9784532949
Address
141 STAPLES STREET, LOWELL, MA 01851-2840

Signing Officer

Name
Timothy Patterson
Title
Treasurer
Phone
9784532949
Signed
2025-10-13

Preparer

Firm
Cain Bourret Jarry & Cressman LLC
Address
1175 MAMMOTH ROAD SUITE 2A, DRACUT, MA 01826
Preparer
Steven R Bourret
Phone
9789571421
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 21,000”

Form 990-ez, Part I, Line 16

“Expenses office 100 total 100”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 630”

Form 990-ez, Part III

“To award educational scholarships to local high school seniors attending either two-year, four-year or vocational schools.”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0TIMOTHY PATTERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09782841028
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt061 NOB WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001852
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082516
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017769
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1566
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0904
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt081580
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021000
IRS990EZ/GrossReceiptsAmt020438
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02669
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082516
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081580
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON HOWARTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA L FOLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANN MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTOPHER GENTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0630
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO AWARD EDUCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL SENIORS ATTENDING EITHER TWO-YEAR, FOUR-YEAR OR VOCATIONAL SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION WAS ABLE TO GRANT SCHOLARSHIPS TO 28 INDIVIDUALS ON JUNE 26, 2025.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022004
IRS990EZ/TotalProgramServiceExpensesAmt021000
IRS990EZ/TotalRevenueAmt020438
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0102461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02669
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02580
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01741
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01445
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01504
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09939
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02669
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02580
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01445
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01504
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09939
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91160
IRS990ScheduleA/PublicSupportPY509Pct00.91660
IRS990ScheduleA/PublicSupportTotal509Amt0102461
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017435
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025915
IRS990ScheduleA/Total509Grp/TotalAmt0102461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt030808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027419
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0112400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 21,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 100 TOTAL 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS ON INVESTMENTS 630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO AWARD EDUCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL SENIORS ATTENDING EITHER TWO-YEAR, FOUR-YEAR OR VOCATIONAL SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09784532949
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MT PLEASANT MEMORIAL SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MTPL
ReturnHeader/Filer/EIN0043294401
ReturnHeader/Filer/PhoneNum09784532949
ReturnHeader/Filer/USAddress/AddressLine1Txt0141 STAPLES STREET
ReturnHeader/Filer/USAddress/CityNm0LOWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0018512840
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263582184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAIN BOURRET JARRY & CRESSMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01175 MAMMOTH ROAD SUITE 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DRACUT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001826
ReturnHeader/PreparerPersonGrp/PhoneNum09789571421
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BOURRET
ReturnHeader/ReturnTs02025-10-13T13:22:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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