Civic Intelligence

Joseph Barton Memorial Fund Inc

EIN 04-3743231 • 501(c)3

95 Gainsborough StreetRoom/Suite 30402115
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

59th percentile

2.8%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Up

$24,720

Up $668 (+2.8%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$24,720

No earlier filing loaded for comparison.

Revenue

Up

$5,872

Up $725 (+14%) from 2011

Expenses

Up

$5,204

Up $1,568 (+43%) from 2011

Net Income

Down

$668

Down $843 (-56%) from 2011

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2010: $22,541Net Assets 2010: $22,5412010Assets 2011: $24,052Liabilities 2011: $02011Assets 2012: $24,720Net Assets 2012: $24,7202012

Highlighted filing

2012

Assets$24,720
Liabilities-
Net Assets$24,720

Operations Trend

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

$6.0K$4.0K$2.0K$0Revenue 2010: $5,407Expenses 2010: $1,518Net Income 2010: $3,8892010Revenue 2011: $5,147Expenses 2011: $3,636Net Income 2011: $1,5112011Revenue 2012: $5,872Expenses 2012: $5,204Net Income 2012: $6682012

Highlighted filing

2012

Revenue$5,872
Expenses$5,204
Net Income$668

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 25, 2013
Return Version
2012v2.1
Filing and Contact Details

Filer

EIN
04-3743231
Raw XML Appendix158 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.

Path#Value
CompensationExplanation/Compensation/PersonName0JENNIFER JONES
CompensationExplanation/Compensation/PersonName1ANNE BARTON
CompensationExplanation/Compensation/PersonName2JEANNE GUGINO
CompensationExplanation/Compensation/PersonName3JOHN BELL
CompensationExplanation/Compensation/PersonName4LASCARIO MARRUGO COGOLLO
CompensationExplanation/Compensation/PersonName5TAMARA BELL
CompensationExplanation/Compensation/PersonName6NANCY FRIEDLANDER
CompensationExplanation/Compensation/PersonName7JOHN HOSKEN
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY024052
IRS990EZ/CashSavingsAndInvestments/EOY024720
IRS990EZ/ContributionsGiftsGrantsEtc05841
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0668
IRS990EZ/FeesAndOthPymtToIndContractors0600
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts05872
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome031
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY024052
IRS990EZ/NetAssetsOrFundBalancesBOY024052
IRS990EZ/NetAssetsOrFundBalances/EOY024720
IRS990EZ/NetAssetsOrFundBalancesEOY024720
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition015.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition52.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition62.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition72.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JENNIFER JONES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ANNE BARTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JEANNE GUGINO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JOHN BELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4LASCARIO MARRUGO COGOLLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5TAMARA BELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6NANCY FRIEDLANDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7JOHN HOSKEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRES/TREAS/C
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal04426
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE FUND'S MISSION IS TO TAKE STEPS TO DEFEAT THE CYCLE OF POVERTY IN COLOMBIA THROUGH EDUCATION AND ASSIST THOSE IN NEED SO THEY ARE ABLE TO STAY IN SCHOOL.
IRS990EZ/PrintingPublicationsPostage0178
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO PROVIDE SCHOLARSHIPS TO WORTHY BUT POOR UNIVERSITY STUDENTS IN COLOMBIA, SOUTH AMERICA. IN 2008, 3 STUDENTS GRADUATED AND 9 SCHOLARSHIPS WERE DISBURSED. IN ADDITION, FUNDS ARE PROVIDED TO ELEMENTARY AND HIGH SCHOOLS IN COLUMBIA FOR BUILDING MAINTENANCE AND SUPPLIES.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses04468
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1095 GAINSBOROUGH STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BOSTON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode002115
IRS990EZ/TheBooksAreInCareOf/NamePerson0JENNIFER JONES
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06174370978
IRS990EZ/TotalAssets/BOY024052
IRS990EZ/TotalAssets/EOY024720
IRS990EZ/TotalExpenses05204
IRS990EZ/TotalProgramServiceExpenses04468
IRS990EZ/TotalRevenue05872
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear05841
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year05129
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years05388
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years09584
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years06504
IRS990ScheduleA/GiftsGrantsContribReceived170/Total032446
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear031
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year018
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years019
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0204
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0168
IRS990ScheduleA/GrossInvestmentIncome170/Total0440
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.98660
IRS990ScheduleA/PublicSupportPertcentPriorYear00.97730
IRS990ScheduleA/PublicSupportTotal170032446
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear05841
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year05129
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years05388
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years09584
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years06504
IRS990ScheduleA/Total170/Total032446
IRS990ScheduleA/TotalSupport032886
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES SUPPLIES 187 TRAVEL 1,365 BANK FEES 91 MISCELLANEOUS 138 FILING FEES 45 SCHOLARSHIPS 2,600 TOTAL 4,426
IRS990ScheduleO/GeneralExplanation/Explanation1THE FUND'S MISSION IS TO TAKE STEPS TO DEFEAT THE CYCLE OF POVERTY IN COLOMBIA THROUGH EDUCATION AND ASSIST THOSE IN NEED SO THEY ARE ABLE TO STAY IN SCHOOL.
IRS990ScheduleO/GeneralExplanation/Explanation2TO PROVIDE SCHOLARSHIPS TO WORTHY BUT POOR UNIVERSITY STUDENTS IN COLOMBIA, SOUTH AMERICA. IN 2008, 3 STUDENTS GRADUATED AND 9 SCHOLARSHIPS WERE DISBURSED. IN ADDITION, FUNDS ARE PROVIDED TO ELEMENTARY AND HIGH SCHOOLS IN COLUMBIA FOR BUILDING MAINTENANCE AND SUPPLIES.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier2FIRST ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0043743231
ReturnHeader/Filer/Name/BusinessNameLine10JOSEPH BARTON MEMORIAL FUND INC
ReturnHeader/Filer/NameControl0JOSE
ReturnHeader/Filer/Phone06174370978
ReturnHeader/Filer/USAddress/AddressLine1095 GAINSBOROUGH STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 304
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002115
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-25
ReturnHeader/Officer/Name0JENNIFER JONES
ReturnHeader/Officer/Phone06174370978
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-04-25
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GONZALEZ AND ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1014 PAGE TERRACE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0STOUGHTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002072
ReturnHeader/Preparer/Name0LILLIAN GONZALEZ CPA MST CSEP CSRP
ReturnHeader/Preparer/Phone07813441040
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-03T09:28:16-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits