Civic Intelligence

Walpole Public Library Endowment Trust

990 • Fiscal year 2022 • EIN 04-3557233

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 18, 2022

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

21st percentile

-9.1%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

380%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,206,637

Down $221,219 (-9.1%) from 2021

Net Assets

Down

$2,206,637

Down $221,219 (-9.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$197,711

Up $156,500 (+380%) from 2021

Expenses

Up

$11,214

Up $931 (+9.1%) from 2021

Net Income

Up

$186,497

Up $155,569 (+503%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2022

Assets$2,206,637
Liabilities$0
Net Assets$2,206,637
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$197,711
Expenses$11,214
Net Income$186,497
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 18, 2022
Return Version
2021v4.1
Gross Receipts
$335,344
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$2,267,037$2,049,688▼ $217,349
Savings and Temporary Cash Investments$143,584$135,928▼ $7,656
Cash and Non-Interest-Bearing Accounts$17,235$21,021▲ $3,786
Total Assets$2,427,856$2,206,637▼ $221,219
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,762,752$1,602,135▼ $160,617
Net Assets Without Donor Restrictions$665,104$604,502▼ $60,602
Total Net Assets Fund Balance$2,427,856$2,206,637▼ $221,219
Total Liabilities and Net Assets / Fund Balance$2,427,856$2,206,637▼ $221,219

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,427,856$86,654▼ $296,660-$2,206,636
2020$1,937,390$5,250▲ $495,499-$2,427,856
2019$1,910,575$10,400▲ $55,993-$1,937,390
2018$1,792,388$16,500▲ $136,178-$1,910,575
2017$1,693,857$21,318▲ $124,032-$1,792,388
Compensation and Service Providers
Top Officer Pay39th 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
$86,654
Program Service Revenue
$0
Investment Income
$111,057
Other Revenue
$0
All Other Contributions
$86,654
Change in Net Assets
$186,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,923
Other Expenses$2,291
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,923--$8,923
Other Expenses$0$1$0$1
Total Functional Expenses$8,923$2,291$0$11,214
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Walpole Public LibraryWalpole, MAGovernmentLibrary Support$8,923
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 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
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
2022-07-18
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
Preparer
Steven M Rose
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/CYMinus2YrEndwmtFundGrp/ContributionsAmt010400
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt036788
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055993
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02320
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01792388
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01910575
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt032171
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0136178
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02096
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01693857
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt021318
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01792388
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt044723
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0124032
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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/TermEndowmentBalanceEOYPct00.72610
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08923
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WALPOLE PUBLIC LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0046001334
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GOVERNMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0143 SCHOOL STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WALPOLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002081
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt08923
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0GRANTS AS NEEDED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WALPOLE PUBLIC LIBRARY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B,R
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IRS990/SchoolOperatingInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0197711
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0143 School Street
IRS990/USAddress/CityNm0Walpole
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002081
IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0http://www.walpolelibrary.org/libraryendowment.asp
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN MARTIN-SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE & CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05086607340
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walpole Public Library Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0WALP
ReturnHeader/Filer/EIN0043557233
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ReturnHeader/Filer/USAddress/AddressLine1Txt0143 School Street
ReturnHeader/Filer/USAddress/CityNm0Walpole

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,206,637
Liabilities
$0
Net assets
$2,206,637
Revenue
$197,711
Expenses
$11,214
Net income
$186,497
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
2022Detailed filing. Detailed filing data is available for this year.$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