Civic Intelligence

Harold & Elizabeth Shattuck Memorial Fdn

EIN 04-3393807 • 501(c)3 • Marblehead, MA

Profile

To support five charitable organizations in marblehead, ma.

91 Pleasant StreetMarblehead, MA 01945

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

24th percentile

$17,831

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

38th percentile

0.6%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$6,316,820

Up $34,817 (+0.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$6,316,820

Up $34,817 (+0.6%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin48th percentile

Revenue

Down

$341,555

Down $165,144 (-33%) from 2024

Expenses

Up

$328,758

Up $42,208 (+15%) from 2024

Net Income

Down

$12,797

Down $207,352 (-94%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,535,942Liabilities 2012: $0Net Assets 2012: $4,535,9422012Assets 2013: $4,578,879Liabilities 2013: $0Net Assets 2013: $4,578,8792013Assets 2014: $4,707,774Liabilities 2014: $0Net Assets 2014: $4,707,7742014Assets 2015: $4,833,786Liabilities 2015: $0Net Assets 2015: $4,833,7862015Assets 2016: $4,887,276Liabilities 2016: $0Net Assets 2016: $4,887,2762016Assets 2017: $4,822,196Liabilities 2017: $0Net Assets 2017: $4,822,1962017Assets 2018: $5,142,885Liabilities 2018: $0Net Assets 2018: $5,142,8852018Assets 2020: $5,308,207Liabilities 2020: $0Net Assets 2020: $5,308,2072020Assets 2021: $5,745,825Liabilities 2021: $0Net Assets 2021: $5,745,8252021Assets 2022: $6,098,054Liabilities 2022: $0Net Assets 2022: $6,098,0542022Assets 2023: $6,060,866Liabilities 2023: $0Net Assets 2023: $6,060,8662023Assets 2024: $6,282,003Liabilities 2024: $0Net Assets 2024: $6,282,0032024Assets 2025: $6,316,820Liabilities 2025: $0Net Assets 2025: $6,316,8202025

Highlighted filing

2025

Assets$6,316,820
Liabilities$0
Net Assets$6,316,820
Open 2025 Filing

Operations Trend

Revenue Growth9th percentile

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

$800K$600K$400K$200K$0Revenue 2012: $313,622Expenses 2012: $183,362Net Income 2012: $130,2602012Revenue 2013: $255,623Expenses 2013: $150,371Net Income 2013: $105,2522013Revenue 2014: $341,585Expenses 2014: $207,059Net Income 2014: $134,5262014Revenue 2015: $360,253Expenses 2015: $207,090Net Income 2015: $153,1632015Revenue 2016: $291,109Expenses 2016: $246,120Net Income 2016: $44,9892016Revenue 2017: $295,735Expenses 2017: $253,958Net Income 2017: $41,7772017Revenue 2018: $559,284Expenses 2018: $236,114Net Income 2018: $323,1702018Revenue 2020: $331,262Expenses 2020: $276,629Net Income 2020: $54,6332020Revenue 2021: $721,245Expenses 2021: $289,310Net Income 2021: $431,9352021Revenue 2022: $640,914Expenses 2022: $82,814Net Income 2022: $558,1002022Revenue 2023: $290,168Expenses 2023: $71,872Net Income 2023: $218,2962023Revenue 2024: $506,699Expenses 2024: $286,550Net Income 2024: $220,1492024Revenue 2025: $341,555Expenses 2025: $328,758Net Income 2025: $12,7972025

Highlighted filing

2025

Revenue$341,555
Expenses$328,758
Net Income$12,797
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$6,316,820
Liabilities
$0
Net assets
$6,316,820
Revenue
$341,555
Expenses
$328,758
Net income
$12,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.34$0.33$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.51$0.29$0.22
2023Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.29$0.07$0.22
2022Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.64$0.08$0.56
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.00$5.75$0.72$0.29$0.43
2020Summary only. Only limited summary data is available for this year.$5.31$0.00$5.31$0.33$0.28$0.05
2018Summary only. Only limited summary data is available for this year.$5.14$0.00$5.14$0.56$0.24$0.32
2017Summary only. Only limited summary data is available for this year.$4.82$0.00$4.82$0.30$0.25$0.04
2016Summary only. Only limited summary data is available for this year.$4.89$0.00$4.89$0.29$0.25$0.04
2015Summary only. Only limited summary data is available for this year.$4.83$0.00$4.83$0.36$0.21$0.15
2014Summary only. Only limited summary data is available for this year.$4.71$0.00$4.71$0.34$0.21$0.13
2013Summary only. Only limited summary data is available for this year.$4.58$0.00$4.58$0.26$0.15$0.11
2012Summary only. Only limited summary data is available for this year.$4.54$0.00$4.54$0.31$0.18$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jul 8, 2025
Return Version
2024v5.2
Gross Receipts
$3,100,770
Mission and Program Overview

Mission

To support five charitable organizations in marblehead, ma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,142,642$6,316,820▲ $174,178
Rtn Earn Endowment Incm Other Fnds$6,282,003$6,316,820▲ $34,817
Savings and Temporary Cash Investments$139,361$0▼ $139,361
Total Assets$6,282,003$6,316,820▲ $34,817
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,282,003$6,316,820▲ $34,817
Total Liabilities and Net Assets / Fund Balance$6,282,003$6,316,820▲ $34,817
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleBaseTotal
-Investmentmanager$17,831$17,831
-Trustee$8,477$8,477
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$341,555
Other Revenue
$0
Change in Net Assets
$12,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$248,705
Other Expenses$53,745
Salaries, Compensation, and Employee Benefits$26,308
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$248,705--$248,705
Fees for Service Investment Mgmnt Fees$50,966--$50,966
Current Officers, Directors, Trustees, and Key Employees$26,308--$26,308
Fees for Services Accounting$2,683--$2,683
All Other Expenses$91--$91
Fees for Services Other$5--$5
Total Functional Expenses$328,758$0$0$328,758
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“1”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Annual meeting is held and minutes are recorded.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Annual meeting is held and minutes are recorded.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of the form 990 is provided to the organization's governing body prior to filing”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual meeting is held and minutes are recorded.”

FORM 990, PAGE 6, PART VI, LINE 15A

“All compensation is reviewed and approved”

FORM 990, PAGE 6, PART VI, LINE 15B

“All compensation is reviewed and approved”

Form 990, Page 6, Part VI, Line 18

“Upon request forms are available for public inspection”

Form 990, Page 6, Part VI, Line 19

“Upon request forms are available for public inspection”

Form 990, Page 7, Part VII, Section A

“Eastern bank, 2 hours per week; national grand bank, 2 hours per week”

Filing and Contact Details

Filer

Filer Name
Harold & Elizabeth Shattuck Memorial Fdn
EIN
04-3393807
Phone
7815814275
Address
91 PLEASANT STREET, MARBLEHEAD, MA 01945

Signing Officer

Name
James Nye Co National Grand Bank
Title
Trustee
Phone
7815814275
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“BOOK VALUE ADJUSTMENT”

Part IX, Line 24E

“Foreign Taxes not included in 299/499 - $91.18”

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Marblehead parks and recreation to support and promote marblehead community and abbot public library”

Explanation for Form 990, Part XI, Line 9

“Adjustment to book value $22,020 due to tav conversion”

Raw XML Appendix385 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2MARBLEHEAD PARKS AND REC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3MARBLEHEAD DOLLARS FOR SCHOLARS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK VALUE ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Foreign Taxes not included in 299/499 - $91.18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MARBLEHEAD PARKS AND RECREATION TO SUPPORT AND PROMOTE MARBLEHEAD COMMUNITY AND ABBOT PUBLIC LIBRARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL MEETING IS HELD AND MINUTES ARE RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUAL MEETING IS HELD AND MINUTES ARE RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ANNUAL MEETING IS HELD AND MINUTES ARE RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALL COMPENSATION IS REVIEWED AND APPROVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ALL COMPENSATION IS REVIEWED AND APPROVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10UPON REQUEST FORMS ARE AVAILABLE FOR PUBLIC INSPECTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11UPON REQUEST FORMS ARE AVAILABLE FOR PUBLIC INSPECTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12EASTERN BANK, 2 HOURS PER WEEK; NATIONAL GRAND BANK, 2 HOURS PER WEEK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ADJUSTMENT TO BOOK VALUE $22,020 DUE TO TAV CONVERSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES NYE CO NATIONAL GRAND BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07815814275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD & ELIZABETH SHATTUCK MEMORIAL FDN
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0043393807
ReturnHeader/Filer/PhoneNum07815814275
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02025-07-28T08:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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