Civic Intelligence

The Catherine E Philbin Memorial Fund

990PF • Fiscal year 2024 • EIN 04-3406706

Jan 01, 2024 to Dec 31, 2024 • Filed on May 02, 2025

Organization Profile
C/O Josephine Veglia 2 Jackson CourOxford, MA 01540

(508) 987-3981

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

7th percentile

-103%

Higher net margin than 7% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$15,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 94.3% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-6.4%

Faster asset growth than 35% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

63%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$242,182

Down $16,423 (-6.4%) from 2023

Net Assets

Down

$242,182

Down $16,423 (-6.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin7th percentile

Revenue

Up

$15,906

Up $6,160 (+63%) from 2023

Expenses

Up

$32,329

Up $5,408 (+20%) from 2023

Net Income

Up

-$16,423

Up $752 (+4.4%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$400K$300K$200K$100K$0Assets 2011: $310,123Liabilities 2011: $02011Assets 2012: $316,176Liabilities 2012: $02012Assets 2013: $319,650Liabilities 2013: $02013Assets 2014: $312,064Liabilities 2014: $02014Assets 2015: $310,449Liabilities 2015: $02015Assets 2017: $325,817Liabilities 2017: $0Net Assets 2017: $325,8172017Assets 2018: $307,360Liabilities 2018: $0Net Assets 2018: $307,3602018Assets 2019: $295,887Liabilities 2019: $0Net Assets 2019: $295,8872019Assets 2020: $280,485Liabilities 2020: $0Net Assets 2020: $280,4852020Assets 2021: $283,154Liabilities 2021: $0Net Assets 2021: $283,1542021Assets 2022: $275,780Liabilities 2022: $0Net Assets 2022: $275,7802022Assets 2023: $258,605Liabilities 2023: $0Net Assets 2023: $258,6052023Assets 2024: $242,182Liabilities 2024: $0Net Assets 2024: $242,1822024

Highlighted filing

2024

Assets$242,182
Liabilities$0
Net Assets$242,182
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$40K$20K$0-$20KRevenue 2011: $12,205Expenses 2011: $25,782Net Income 2011: -$13,5772011Revenue 2012: $23,947Expenses 2012: $17,894Net Income 2012: $6,0532012Revenue 2013: $16,440Expenses 2013: $12,966Net Income 2013: $3,4742013Revenue 2014: $12,102Expenses 2014: $19,688Net Income 2014: -$7,5862014Revenue 2015: $17,530Expenses 2015: $19,145Net Income 2015: -$1,6152015Revenue 2017: $20,849Expenses 2017: $23,385Net Income 2017: -$2,5362017Revenue 2018: $16,415Expenses 2018: $34,872Net Income 2018: -$18,4572018Revenue 2019: $17,881Expenses 2019: $29,354Net Income 2019: -$11,4732019Revenue 2020: $12,415Expenses 2020: $27,817Net Income 2020: -$15,4022020Revenue 2021: $24,221Expenses 2021: $21,552Net Income 2021: $2,6692021Revenue 2022: $10,679Expenses 2022: $18,053Net Income 2022: -$7,3742022Revenue 2023: $9,746Expenses 2023: $26,921Net Income 2023: -$17,1752023Revenue 2024: $15,906Expenses 2024: $32,329Net Income 2024: -$16,4232024

Highlighted filing

2024

Revenue$15,906
Expenses$32,329
Net Income-$16,423
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPHINE VEGLIATrustee-$15,000-$15,000
ROBERT PHILBINTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
The Catherine E Philbin Memorial
EIN
04-3406706
Phone
5089873981
Address
C/O JOSEPHINE VEGLIA 2 JACKSON COUR, OXFORD, MA 01540

Signing Officer

Name
Josephine Veglia
Title
Trustee
Phone
5089873981
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Joseph J Szela & Associates Pc Cpas
Address
426 WORCESTER RD, CHARLTON, MA 01507-1506
Preparer
Charles D Laws Jr CPA
Phone
5082481040
Raw XML Appendix316 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07044
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16423
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0242182
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0258605
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0242182
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010177
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0154
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0154
IRS990PF/FMVAssetsEOYAmt0200328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0250919
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0258605
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0204353
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03146
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt010
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0206616
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPHINE VEGLIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT PHILBIN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 162
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE CATHERINE E PHILBIN MEMORIAL FD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05089873981
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001540
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0TUITION IN FIELD OF NURSING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5OLIVIA K OIKLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6CAITLIN R WARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7ABIGAIL M MARSH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0103 WOODRUFF ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt166 FISKE MILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2361 SUDBURY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt357 SARAH LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt476 CAMP STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt540 OLD MILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt633 CREST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt79 BUTTERWORTH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1UPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARLBOROUGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FITCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SUTTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LUNENBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BARRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101568
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201752
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401757
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5015901128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601462
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7010059569
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08375
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08375
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08273
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09931
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08375
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018204
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020006
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01941
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21941
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3148
TaxesSchedule/TaxesDetail/Amt0195
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES & LICENSES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPHINE VEGLIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05089873981
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CATHERINE E PHILBIN MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0043406706
ReturnHeader/Filer/PhoneNum05089873981
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JOSEPHINE VEGLIA 2 JACKSON COUR
ReturnHeader/Filer/USAddress/CityNm0OXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043108584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSEPH J SZELA & ASSOCIATES PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0426 WORCESTER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0015071506
ReturnHeader/PreparerPersonGrp/PhoneNum05082481040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES D LAWS JR CPA
ReturnHeader/ReturnTs02025-05-15T10:47:39-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,182
Liabilities
$0
Net assets
$242,182
Revenue
$15,906
Expenses
$32,329
Net income
-$16,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.16$0.32$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.10$0.27$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.11$0.18$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.24$0.22$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.12$0.28$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.18$0.29$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.16$0.35$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.21$0.23$0.03
2015Summary only. Only limited summary data is available for this year.$3.10$0.00$0.18$0.19$0.02
2014Summary only. Only limited summary data is available for this year.$3.12$0.00$0.12$0.20$0.08
2013Summary only. Only limited summary data is available for this year.$3.20$0.00$0.16$0.13$0.03
2012Summary only. Only limited summary data is available for this year.$3.16$0.00$0.24$0.18$0.06
2011Summary only. Only limited summary data is available for this year.$3.10$0.00$0.12$0.26$0.14