Civic Intelligence

Sippican Womans Club of Marion Mass

990 • Fiscal year 2017 • EIN 04-3370241

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 09, 2018

P O Box 121Marion, MA 02738

(508) 748-1154

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.09x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

45th percentile

1.4%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-4.8%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$557,038

Up $7,690 (+1.4%) from 2016

Net Assets

Up

$554,150

Up $7,688 (+1.4%) from 2016

Liabilities

Up

$2,888

Up $2 (+0.1%) from 2016

Revenue

Down

$30,973

Down $1,552 (-4.8%) from 2016

Expenses

Down

$23,285

Down $1,539 (-6.2%) from 2016

Net Income

Down

$7,688

Down $13 (-0.2%) 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 2011: $479,910Liabilities 2011: $2,360Net Assets 2011: $477,5502011Assets 2012: $515,036Liabilities 2012: $29,336Net Assets 2012: $485,7002012Assets 2013: $528,746Liabilities 2013: $2,261Net Assets 2013: $526,4852013Assets 2014: $534,167Liabilities 2014: $2,887Net Assets 2014: $531,2802014Assets 2015: $541,647Liabilities 2015: $2,886Net Assets 2015: $538,7612015Assets 2016: $549,348Liabilities 2016: $2,886Net Assets 2016: $546,4622016Assets 2017: $557,038Liabilities 2017: $2,888Net Assets 2017: $554,1502017Assets 2018: $558,902Liabilities 2018: $2,890Net Assets 2018: $556,0122018Assets 2019: $558,379Liabilities 2019: $2,890Net Assets 2019: $555,4892019Assets 2020: $562,588Liabilities 2020: $2,892Net Assets 2020: $559,6962020Assets 2021: $565,091Liabilities 2021: $2,892Net Assets 2021: $562,1992021Assets 2022: $551,926Liabilities 2022: $2,892Net Assets 2022: $549,0342022Assets 2023: $543,382Liabilities 2023: $2,893Net Assets 2023: $540,4892023Assets 2024: $551,275Liabilities 2024: $5,843Net Assets 2024: $545,4322024Assets 2025: $550,476Liabilities 2025: $2,894Net Assets 2025: $547,5822025

Highlighted filing

2017

Assets$557,038
Liabilities$2,888
Net Assets$554,150

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $45,831Expenses 2011: $46,801Net Income 2011: -$9702011Revenue 2012: $33,985Expenses 2012: $25,835Net Income 2012: $8,1502012Revenue 2013: $68,718Expenses 2013: $27,933Net Income 2013: $40,7852013Revenue 2014: $29,390Expenses 2014: $24,595Net Income 2014: $4,7952014Revenue 2015: $31,591Expenses 2015: $24,110Net Income 2015: $7,4812015Revenue 2016: $32,525Expenses 2016: $24,824Net Income 2016: $7,7012016Revenue 2017: $30,973Expenses 2017: $23,285Net Income 2017: $7,6882017Revenue 2018: $28,815Expenses 2018: $26,953Net Income 2018: $1,8622018Revenue 2019: $30,079Expenses 2019: $30,602Net Income 2019: -$5232019Revenue 2020: $31,362Expenses 2020: $27,155Net Income 2020: $4,2072020Revenue 2021: $25,231Expenses 2021: $22,728Net Income 2021: $2,5032021Revenue 2022: $16,810Expenses 2022: $29,975Net Income 2022: -$13,1652022Revenue 2023: $16,422Expenses 2023: $24,967Net Income 2023: -$8,5452023Revenue 2024: $29,641Expenses 2024: $27,617Net Income 2024: $2,0242024Revenue 2025: $44,973Expenses 2025: $42,823Net Income 2025: $2,1502025

Highlighted filing

2017

Revenue$30,973
Expenses$23,285
Net Income$7,688
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 9, 2018
Return Version
2016v3.0
Gross Receipts
$52,975
Mission and Program Overview

Mission

Social, Educational & Humanitarian

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$546,462$554,150▲ $7,688
Land, Buildings, and Equipment, Net$475,470$473,428▼ $2,042
Cash and Non-Interest-Bearing Accounts$33,562$41,782▲ $8,220
Investments in Publicly Traded Securities$27,328$35,587▲ $8,259
Savings and Temporary Cash Investments$10,101$3,353▼ $6,748
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$549,348$557,038▲ $7,690
Other Assets Total$2,887$2,888▲ $1
Liabilities
Other Liabilities$2,886$2,888▲ $2
Total Liabilities$2,886$2,888▲ $2
Net Assets / Fund Balance
Total Net Assets Fund Balance$546,462$554,150▲ $7,688
Total Liabilities and Net Assets / Fund Balance$549,348$557,038▲ $7,690

Asset Categories

AssetBook ValueDepreciationBasis
Land$368,500-$368,500
Leasehold Improvements$102,941$33,533$136,474
Other Land Buildings$1,987$13,373$15,360
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary VerniPresident
Debbie BushVice President
Janet ReinhardtVice President
Carolyn KennedyDirector
Heidi TaftDirector
Leslie HalnenDirector
Susan MattsonDirector
Priscilla BradleySecretary
Juli Collins-ThompsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,728
Program Service Revenue
$500
Investment Income
$1,515
Other Revenue
$25,230
All Other Contributions
$3,728
Change in Net Assets
$7,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,809
Other Expenses$11,476
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$10,659--$10,659
Conferences and Meetings$3,241--$3,241
Occupancy$2,136--$2,136
Insurance$2,058--$2,058
Depreciation Depletion$2,027--$2,027
Grants to Domestic Orgs$1,150--$1,150
Other Expenses$406--$406
Office Expenses$268--$268
Total Functional Expenses$23,285$0$0$23,285
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,376
Fundraising Direct Expenses$3,709
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security deposits$2,888
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

The Governing Body, President and Treasurer will review the Form 990 prior to the tax return being filed.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, policies and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Sippican Womans Club of Marion Mass
EIN
04-3370241
Phone
5087481154
Address
P O Box 121, Marion, MA 02738

Signing Officer

Name
Juli Collins-Thompson
Title
Treasurer
Signed
2018-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juli Collins-Thompson
Formed
1923
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
14

Preparer

Firm
Benoit & Mcardle Pc
Address
240 WAREHAM RD - P O BOX 1037, MARION, MA 02738-1037
Preparer
James N Benoit CPA
Phone
5087481611
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - THE SCHOLARSHIP GRANT SELECTION PROCESS:Candidates for scholarship grants must submit an application, together with a letterexplaining their educational plans and goals. They must include in the letterspecifics of their financial need,their hobbies, interests, extracurricularactivities and community service. In addition, a transcript of their grades and a letter of recommendation from a guidance counselor must be submitted. A committee of members evaluates all candidates based on this information.

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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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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04211
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt013050
IRS990/PYInvestmentIncomeAmt01301
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt011774
IRS990/PYOtherRevenueAmt025393
IRS990/PYProgramServiceRevenueAmt01620
IRS990/PYRevenuesLessExpensesAmt07701
IRS990/PYTotalExpensesAmt024824
IRS990/PYTotalRevenueAmt032525
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07688
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt015563
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0546462
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0554150
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03353
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050420
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01515
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01301
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02644
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0967
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049519
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054654
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0251457
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01515
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01301
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02644
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0967
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07438
IRS990ScheduleA/InvestmentIncomeCYPct00.02400
IRS990ScheduleA/InvestmentIncomePYPct00.02190
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97600
IRS990ScheduleA/PublicSupportPY509Pct00.97810
IRS990ScheduleA/PublicSupportTotal509Amt0301877
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098549
IRS990ScheduleA/Total509Grp/TotalAmt0301877
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051844
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099516
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0309315
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0368500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0368500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0102941
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt033533
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0136474
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01987
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013373
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015360
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02888
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0473428
IRS990ScheduleD/TotalLiabilityAmt02888
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt159
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0College Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Alice Ryder Junior High Award
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - THE SCHOLARSHIP GRANT SELECTION PROCESS:Candidates for scholarship grants must submit an application, together with a letterexplaining their educational plans and goals. They must include in the letterspecifics of their financial need,their hobbies, interests, extracurricularactivities and community service. In addition, a transcript of their grades and a letter of recommendation from a guidance counselor must be submitted. A committee of members evaluates all candidates based on this information.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Governing Body, President and Treasurer will review the Form 990 prior to the tax return being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, policies and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0549348
IRS990/TotalAssetsEOYAmt0557038
IRS990/TotalAssetsGrp/BOYAmt0549348
IRS990/TotalAssetsGrp/EOYAmt0557038
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$0.03$5.48$0.45$0.43$0.02
2024Detailed filing. Detailed filing data is available for this year.$5.51$0.06$5.45$0.30$0.28$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.03$5.40$0.16$0.25$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.52$0.03$5.49$0.17$0.30$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.03$5.62$0.25$0.23$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.03$5.60$0.31$0.27$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.03$5.55$0.30$0.31$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.03$5.56$0.29$0.27$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.57$0.03$5.54$0.31$0.23$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.49$0.03$5.46$0.33$0.25$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.42$0.03$5.39$0.32$0.24$0.07
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.34$0.03$5.31$0.29$0.25$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.02$5.26$0.69$0.28$0.41
2012Summary only. Only limited summary data is available for this year.$5.15$0.29$4.86$0.34$0.26$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.80$0.02$4.78$0.46$0.47$0.01