Civic Intelligence

Mount Pleasant Memorial Scholarship Fund Inc.

990EZ • Fiscal year 2015 • EIN 04-3294401

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 09, 2015

Organization ProfileN/A
141 Staples StreetLowell, MA 01851-2840

(978) 453-2949

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-46%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

33rd percentile

-6.7%

Faster asset growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$82,426

Down $5,885 (-6.7%) from 2014

Net Assets

Down

$82,426

Down $5,885 (-6.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin8th percentile

Revenue

Up

$10,063

Up $3,231 (+47%) from 2014

Expenses

Up

$14,703

Up $7,825 (+114%) from 2014

Net Income

Down

-$4,640

Down $4,594 (-9987%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2015

Assets$82,426
Liabilities$0
Net Assets$82,426
Open 2015 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$10,063
Expenses$14,703
Net Income-$4,640
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 9, 2015
Return Version
2014v5.0
Gross Receipts
$10,063
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 MEMORIAL SCHOLARSHIP FUND WAS ABLE TO PROVIDE 18 SCHOLARSHIPS TO DESERVING STUDENTS WHO MET THE ORGANIZATION'S CRITERIA FOR THE PERIOD ENDING JULY 1, 2014 THROUGH JUNE 30, 2015.$13,500$14,118
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN MORIARTYPresident-$0--
TIMOTHY PATTERSONTreasurer-$0--
DONNA L FOLEYSecretary-$0--
JASON HOWARTHDirector-$0--
KENNETH BOWSERDirector-$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
2015-10-09

Preparer

Firm
Cain Bourret Jarry & Associates LLC
Address
1595 LAKEVIEW AVENUE, DRACUT, MA 01826
Preparer
Steven R Bourret
Phone
9789571421
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies and expen 268 taxes 50 scholarship dinner 350 total 668”

Form 990-ez, Part I, Line 20

“Unrealized losses on investments -1,245”

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 Appendix136 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001852
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082426
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IRS990EZ/ExcessOrDeficitForYearAmt0-4640
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IRS990EZ/GrossReceiptsAmt010063
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt01563
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt082426
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SEAN MORIARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA L FOLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON HOWARTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENNETH BOWSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1245
IRS990EZ/OtherExpensesTotalAmt0668
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 MEMORIAL SCHOLARSHIP FUND WAS ABLE TO PROVIDE 18 SCHOLARSHIPS TO DESERVING STUDENTS WHO MET THE ORGANIZATION'S CRITERIA FOR THE PERIOD ENDING JULY 1, 2014 THROUGH JUNE 30, 2015.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014118
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014703
IRS990EZ/TotalProgramServiceExpensesAmt014118
IRS990EZ/TotalRevenueAmt010063
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012355
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt038483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01746
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02249
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01563
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94480
IRS990ScheduleA/PublicSupportPY170Pct00.93010
IRS990ScheduleA/PublicSupportTotal170Amt038483
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08500
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt038483
IRS990ScheduleA/TotalSupportAmt040732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES AND EXPEN 268 TAXES 50 SCHOLARSHIP DINNER 350 TOTAL 668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSSES ON INVESTMENTS -1,245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09784532949
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-09
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/PreparerFirmGrp/PreparerFirmEIN0263582184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAIN BOURRET JARRY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01595 LAKEVIEW AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DRACUT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001826
ReturnHeader/PreparerPersonGrp/PhoneNum09789571421
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R BOURRET
ReturnHeader/ReturnTs02015-10-09T16:21:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,426
Liabilities
$0
Net assets
$82,426
Revenue
$10,063
Expenses
$14,703
Net income
-$4,640
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