Civic Intelligence

Walpole Public Library Endowment Trust

990 • Fiscal year 2018 • EIN 04-3557233

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 05, 2018

Organization Profilewww.walpolelibrary.org/libraryendowment.asp
143 School StreetWalpole, MA 02081-2873

(508) 660-7340

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

64th percentile

5.8%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,792,388

Up $98,531 (+5.8%) from 2017

Net Assets

Up

$1,792,388

Up $98,531 (+5.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin78th percentile

Revenue

Up

$59,341

Up $18,201 (+44%) from 2017

Expenses

Up

$46,819

Up $933 (+2.0%) from 2017

Net Income

Up

$12,522

Up $17,268 (+364%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$1,792,388
Liabilities$0
Net Assets$1,792,388
Open 2018 Filing

Operations Trend

Revenue Growth86th 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

2018

Revenue$59,341
Expenses$46,819
Net Income$12,522
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 5, 2018
Return Version
2017v2.2
Gross Receipts
$139,393
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,420,516$1,427,260▲ $6,744
Savings and Temporary Cash Investments$219,140$305,030▲ $85,890
Cash and Non-Interest-Bearing Accounts$51,481$60,098▲ $8,617
Total Assets$1,693,857$1,792,388▲ $98,531
Other Assets Total$2,720--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,131,293$1,301,453▲ $170,160
Unrestricted Net Assets$562,564$490,935▼ $71,629
Total Net Assets Fund Balance$1,693,857$1,792,388▲ $98,531
Total Liabilities and Net Assets / Fund Balance$1,693,857$1,792,388▲ $98,531

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,693,857$21,318▲ $124,032-$1,792,388
2016$1,585,013$25,000▲ $129,730-$1,693,857
2015$1,460,956$165,512▲ $4,753-$1,585,013
2014$1,417,385$31,205▲ $68,075-$1,460,956
2013$1,279,737$39,350▲ $155,787-$1,417,385
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Maureen Martin-smithTrustee & Chairperson
David WildnauerTrustee
Susan BrownTrustee
Virginia FettigTrustee
Steven RoseTrustee & Treasurer
Salvatore GenoveseEx-Officio Member
Revenue and Support

Revenue Composition

Contributions and Grants
$21,318
Program Service Revenue
$0
Investment Income
$38,023
Other Revenue
$0
All Other Contributions
$21,318
Change in Net Assets
$12,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,723
Other Expenses$2,096
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,723--$44,723
Other Expenses$0$1,785$0$1,785
Fees for Service Investment Mgmnt Fees$0$311$0$311
Total Functional Expenses$44,723$2,096$0$46,819
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Walpole Public LibraryWalpole, MAGovernmentLibrary Support$44,723
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
Filing and Contact Details

Filer

Filer Name
Walpole Public Library Endowment Trust
EIN
04-3557233
Phone
5086607340
Address
143 School Street, Walpole, MA 02081-2873

Signing Officer

Name
Maureen Martin-smith
Title
Trustee & Chairperson
Phone
5086607340
Signed
2018-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maureen Martin-smith
Formed
2001
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Steven M Rose CPA Mst
Address
78 Granite Street, Walpole, MA 02081-1615
Preparer
Steven M Rose CPA Mst
Phone
5086680065
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The completed Form 990 is distributed to each trustee and discussed at a trustee meeting prior to filing.”

Pt VI, Line 19

“The governing trust document is posted on the Massachusetts Attorney General's Office Non-Profit Organizations/Public Charities Division website. The governing trust document is also available to the public upon request.”

Financial Statement Notes

Pt V, Line 4

“The Temporary Restricted Endowment assets are donor restricted funds set aside to improve the Walpole Public Library's collection and technological equipment and advancement.”

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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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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068075
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt013011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01279737
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt039350
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01417385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt044478
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0155787
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Temporary Restricted Endowment assets are donor restricted funds set aside to improve the Walpole Public Library's collection and technological equipment and advancement.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.72600
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt044723
IRS990ScheduleI/RecipientTable/IRCSectionDesc0Government
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Library Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Walpole Public Library
IRS990ScheduleI/RecipientTable/RecipientEIN0046001334
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0143 School Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Walpole
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002081
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The completed Form 990 is distributed to each trustee and discussed at a trustee meeting prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing trust document is posted on the Massachusetts Attorney General's Office Non-Profit Organizations/Public Charities Division website. The governing trust document is also available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01131293
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01301453
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01693857
IRS990/TotalAssetsEOYAmt01792388
IRS990/TotalAssetsGrp/BOYAmt01693857
IRS990/TotalAssetsGrp/EOYAmt01792388
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021318
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02096
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044723
IRS990/TotalFunctionalExpensesGrp/TotalAmt046819
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01693857
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01792388
IRS990/TotalProgramServiceExpensesAmt044723
IRS990/TotalRevenueGrp/ExclusionAmt038023
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059341
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01693857
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01792388
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0562564
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0490935
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0143 School Street
IRS990/USAddress/CityNm0Walpole
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002081
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0http://www.walpolelibrary.org/libraryendowment.asp
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN MARTIN-SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE & CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05086607340
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walpole Public Library Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0WALP
ReturnHeader/Filer/EIN0043557233
ReturnHeader/Filer/PhoneNum05086607340
ReturnHeader/Filer/USAddress/AddressLine1Txt0143 School Street
ReturnHeader/Filer/USAddress/CityNm0Walpole
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0020812873
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD822218FA660E68777485F765EC600F1BABF2B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD822218FA660E68777485F765EC600F1BABF2B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.0.208.41
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:10:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN M ROSE CPA MST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt078 Granite Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walpole
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0020811615
ReturnHeader/PreparerPersonGrp/PhoneNum05086680065
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M ROSE CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-09T08:11:15-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,792,388
Liabilities
$0
Net assets
$1,792,388
Revenue
$59,341
Expenses
$46,819
Net income
$12,522
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