Civic Intelligence

Walpole Public Library Endowment Trust

990 • Fiscal year 2014 • EIN 04-3557233

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 15, 2014

Organization ProfileWWW.WALPOLE.MA.US/LIBENDO
C/O Robert MacdonaldWalpole, MA 02032

(508) 660-7340

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,417,385

Up $137,648 (+11%) from 2013

Net Assets

Up

$1,417,385

Up $137,648 (+11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin70th percentile

Revenue

Down

$64,975

Down $32,333 (-33%) from 2013

Expenses

Up

$57,489

Up $14,808 (+35%) from 2013

Net Income

Down

$7,486

Down $47,141 (-86%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $664,921Liabilities 2010: $0Net Assets 2010: $664,9212010Assets 2011: $619,008Liabilities 2011: $0Net Assets 2011: $619,0082011Assets 2012: $1,186,951Liabilities 2012: $0Net Assets 2012: $1,186,9512012Assets 2013: $1,279,737Liabilities 2013: $0Net Assets 2013: $1,279,7372013Assets 2014: $1,417,385Liabilities 2014: $0Net Assets 2014: $1,417,3852014Assets 2015: $1,460,956Liabilities 2015: $0Net Assets 2015: $1,460,9562015Assets 2016: $1,585,013Liabilities 2016: $0Net Assets 2016: $1,585,0132016Assets 2017: $1,693,857Liabilities 2017: $0Net Assets 2017: $1,693,8572017Assets 2018: $1,792,388Liabilities 2018: $0Net Assets 2018: $1,792,3882018Assets 2019: $1,910,575Liabilities 2019: $0Net Assets 2019: $1,910,5752019Assets 2020: $1,937,390Liabilities 2020: $0Net Assets 2020: $1,937,3902020Assets 2021: $2,427,856Liabilities 2021: $0Net Assets 2021: $2,427,8562021Assets 2022: $2,206,637Liabilities 2022: $0Net Assets 2022: $2,206,6372022Assets 2023: $2,374,973Liabilities 2023: $0Net Assets 2023: $2,374,9732023Assets 2024: $2,728,906Liabilities 2024: $0Net Assets 2024: $2,728,9062024Assets 2025: $2,933,221Liabilities 2025: $0Net Assets 2025: $2,933,2212025

Highlighted filing

2014

Assets$1,417,385
Liabilities$0
Net Assets$1,417,385
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $163,6422010Expenses 2011: $369,0052011Expenses 2012: $538,3742012Revenue 2013: $97,308Expenses 2013: $42,681Net Income 2013: $54,6272013Revenue 2014: $64,975Expenses 2014: $57,489Net Income 2014: $7,4862014Revenue 2015: $126,411Expenses 2015: $55,709Net Income 2015: $70,7022015Revenue 2016: $173,586Expenses 2016: $46,208Net Income 2016: $127,3782016Revenue 2017: $41,140Expenses 2017: $45,886Net Income 2017: -$4,7462017Revenue 2018: $59,341Expenses 2018: $46,819Net Income 2018: $12,5222018Revenue 2019: $570,862Expenses 2019: $34,491Net Income 2019: $536,3712019Revenue 2020: $53,409Expenses 2020: $39,578Net Income 2020: $13,8312020Revenue 2021: $41,211Expenses 2021: $10,283Net Income 2021: $30,9282021Revenue 2022: $197,711Expenses 2022: $11,214Net Income 2022: $186,4972022Revenue 2023: $57,173Expenses 2023: $12,740Net Income 2023: $44,4332023Revenue 2024: $69,406Expenses 2024: $7,815Net Income 2024: $61,5912024Revenue 2025: $111,945Expenses 2025: $12,543Net Income 2025: $99,4022025

Highlighted filing

2014

Revenue$64,975
Expenses$57,489
Net Income$7,486
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$251,355
Mission and Program Overview

Mission

To assist in maintaining the quality and excellence of the walpole public library. Funds are contributed to support the walpole public library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,105,403$1,232,948▲ $127,545
Savings and Temporary Cash Investments$159,779$147,499▼ $12,280
Cash and Non-Interest-Bearing Accounts$6,055$29,576▲ $23,521
Total Assets$1,279,737$1,417,385▲ $137,648
Other Assets Total$8,500$7,362▼ $1,138
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$419,094$1,417,385▲ $998,291
Temporarily Rstr Net Assets$860,643--
Total Net Assets Fund Balance$1,279,737$1,417,385▲ $137,648
Total Liabilities and Net Assets / Fund Balance$1,279,737$1,417,385▲ $137,648
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Salvatore GenoveseDirector
James ManninenTrustee
Maureen Martin-smithTrustee
Sheila HarbstTrustee
Virginia FettigTrustee
Robert MacdonaldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,350
Program Service Revenue
$0
Investment Income
$25,625
Other Revenue
$0
All Other Contributions
$39,350
Change in Net Assets
$7,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,489
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,400-$2,400
Other Expenses$14,270$1,200-$1,200
All Other Expenses$310$180-$490
Total Functional Expenses$44,478$13,011$0$57,489
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
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

“990 is reviewed by board prior to filing”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
04-3557233
Phone
5086607340

Signing Officer

Name
Robert Macdonald
Title
Treasurer
Phone
5086607340
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Macdonald
Formed
2001
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Felix S Betro
Phone
5086983600
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized net gains on securities 130,162”

Raw XML Appendix330 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS REVIEWED BY BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED NET GAINS ON SECURITIES 130,162
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/TotalProgramServiceExpensesAmt044478
IRS990/TotalRevenueGrp/ExclusionAmt016841
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08784
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064975
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01279737
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01417385
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0419094
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01417385
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1065 COMMON STREET
IRS990/USAddress/City0WALPOLE
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002081
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.WALPOLE.MA.US/LIBENDO
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MACDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05086607340
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10WALPOLE PUBLIC LIBRARY
ReturnHeader/Filer/BusinessName/BusinessNameLine20ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALP
ReturnHeader/Filer/EIN0043557233
ReturnHeader/Filer/PhoneNum05086607340
ReturnHeader/Filer/USAddress/AddressLine10C/O ROBERT MACDONALD
ReturnHeader/Filer/USAddress/City0EAST WALPOLE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002032
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043215398
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BETRO AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1030 MECHANIC STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FOXBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0020351368
ReturnHeader/PreparerPersonGrp/PhoneNum05086983600
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FELIX S BETRO
ReturnHeader/ReturnTs02014-11-20T11:08:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,417,385
Liabilities
$0
Net assets
$1,417,385
Revenue
$64,975
Expenses
$57,489
Net income
$7,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.00$2.93$0.11$0.01$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.07$0.01$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.00$2.37$0.06$0.01$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.20$0.01$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.04$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.05$0.04$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.57$0.03$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.06$0.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.04$0.05$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.17$0.05$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.13$0.06$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.06$0.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.10$0.04$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.37
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.16