Civic Intelligence

Murdock Fund Trustees

990 • Fiscal year 2022 • EIN 04-6029917

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

Organization ProfileN/A
PO Box 61Wichendon, MA 01475

(774) 849-5630

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

4th percentile

-81%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

39th percentile

$1,500

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

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

Asset Growth

38th percentile

-2.4%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

5th percentile

-64%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$3,870,511

Down $96,914 (-2.4%) from 2021

Net Assets

Down

$3,870,511

Down $96,914 (-2.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin4th percentile

Revenue

Down

$119,605

Down $209,926 (-64%) from 2021

Expenses

Up

$216,520

Up $2,878 (+1.3%) from 2021

Net Income

Down

-$96,915

Down $212,804 (-184%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,119,148Liabilities 2011: $0Net Assets 2011: $3,119,1482011Assets 2012: $3,111,407Liabilities 2012: $0Net Assets 2012: $3,111,4072012Assets 2013: $3,093,483Liabilities 2013: $0Net Assets 2013: $3,093,4832013Assets 2014: $3,338,581Liabilities 2014: $0Net Assets 2014: $3,338,5812014Assets 2015: $3,318,062Liabilities 2015: $0Net Assets 2015: $3,318,0622015Assets 2016: $3,269,625Liabilities 2016: $0Net Assets 2016: $3,269,6252016Assets 2017: $3,511,046Liabilities 2017: $0Net Assets 2017: $3,511,0462017Assets 2018: $3,502,673Liabilities 2018: $0Net Assets 2018: $3,502,6732018Assets 2019: $3,450,600Liabilities 2019: $0Net Assets 2019: $3,450,6012019Assets 2020: $3,862,844Liabilities 2020: $0Net Assets 2020: $3,862,8442020Assets 2021: $3,967,425Liabilities 2021: $0Net Assets 2021: $3,967,4252021Assets 2022: $3,870,511Liabilities 2022: $0Net Assets 2022: $3,870,5112022Assets 2023: $3,803,661Liabilities 2023: $0Net Assets 2023: $3,803,6612023Assets 2024: $3,767,823Liabilities 2024: $0Net Assets 2024: $3,767,8232024

Highlighted filing

2022

Assets$3,870,511
Liabilities$0
Net Assets$3,870,511
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $222,114Expenses 2011: $187,316Net Income 2011: $34,7982011Revenue 2012: $183,343Expenses 2012: $191,084Net Income 2012: -$7,7412012Revenue 2013: $180,064Expenses 2013: $197,485Net Income 2013: -$17,4212013Revenue 2014: $454,785Expenses 2014: $206,116Net Income 2014: $248,6692014Revenue 2015: $185,527Expenses 2015: $209,615Net Income 2015: -$24,0882015Revenue 2016: $166,583Expenses 2016: $215,022Net Income 2016: -$48,4392016Revenue 2017: $460,600Expenses 2017: $218,278Net Income 2017: $242,3222017Revenue 2018: $206,941Expenses 2018: $216,215Net Income 2018: -$9,2742018Revenue 2019: $193,648Expenses 2019: $239,722Net Income 2019: -$46,0742019Revenue 2020: $107,944Expenses 2020: $219,751Net Income 2020: -$111,8072020Revenue 2021: $329,531Expenses 2021: $213,642Net Income 2021: $115,8892021Revenue 2022: $119,605Expenses 2022: $216,520Net Income 2022: -$96,9152022Revenue 2023: $145,500Expenses 2023: $212,352Net Income 2023: -$66,8522023Revenue 2024: $175,959Expenses 2024: $211,797Net Income 2024: -$35,8382024

Highlighted filing

2022

Revenue$119,605
Expenses$216,520
Net Income-$96,915
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$2,085,505
Mission and Program Overview

Mission

The fund is required, by terms of its charter, to distribute its current net income to the town of winchendon

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,967,425$3,870,511▼ $96,914
Investments in Publicly Traded Securities$3,711,724$3,513,060▼ $198,664
Savings and Temporary Cash Investments$255,701$357,451▲ $101,750
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,967,425$3,870,511▼ $96,914
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,967,425$3,870,511▼ $96,914
Total Liabilities and Net Assets / Fund Balance$3,967,425$3,870,511▼ $96,914
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Keith BarrowsTreasurer$1,500$1,500
Chris CasavantTrustee$1,200$1,200
F Richard LadeauTrustee$1,200$1,200
Glenn a HuntTrustee$1,200$1,200
Richard J LadeauTrustee$1,200$1,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$119,605
Other Revenue
$0
Change in Net Assets
$-96,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$175,275
Other Expenses$34,945
Salaries, Compensation, and Employee Benefits$6,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,275--$175,275
Fees for Service Investment Mgmnt Fees-$33,142-$33,142
Current Officers, Directors, Trustees, and Key Employees-$6,300-$6,300
Fees for Services Accounting-$1,275-$1,275
Other Expenses-$95-$0
Total Functional Expenses$175,275$41,245$0$216,520
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of Winchendon MaWinchendon, MA-General Support$175,275
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

Governance Explanations

Form 990, Page 6 Part VI, Line 2

“F. Richard ladeau and richard j. Ladeau are second cousins”

Explanation for Form 990, Page 6 Part VI, Line 6

“The organization has members and not stockholders”

Form 990 Page 6, Part VI, Line 18

“The tax return is available upon request”

Form 990 Page 6, Part VI, Line 19

“Financial statements and governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
The Murdock Fund
EIN
04-6029917
In Care Of
% BOSTON PROFESSIONAL TAX SVCS
Phone
7748495630
Address
PO BOX 61, WICHENDON, MA 01475

Signing Officer

Name
Keith Barrows
Title
Treasurer
Phone
7748495630
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Barrows
Formed
1982
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Boston Professional Tax Services
Address
P O Box 129, Rochester, MA 02770
Preparer
Andrew D Correia
Phone
7748495630
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Adjustment due to rounding on return.”

Raw XML AppendixShowing 400 of 425 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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IRS990/PYTotalExpensesAmt0213642
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0329531
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-96915
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03967425
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03870511
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0255701
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0357451
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0050270487
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0175275
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TOWN OF WINCHENDON MA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0175275
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0175275
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TOWN OF WINCHENDON MA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0109 FRONT STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINCHENDON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001475
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE WINCHENDON SCHOOL COMMITEE PROVIDES A DETAILED LIST OF HOW THE FUNDS WRE SPENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0F. RICHARD LADEAU AND RICHARD J. LADEAU ARE SECOND COUSINS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS AND NOT STOCKHOLDERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENT DUE TO ROUNDING ON RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6 PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6 PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt03870511
IRS990/TotalAssetsGrp/BOYAmt03967425
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041245
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175275
IRS990/TotalFunctionalExpensesGrp/TotalAmt0216520
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03870511
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt06300
IRS990/TotalRevenueGrp/ExclusionAmt0119605
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119605
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03967425
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03870511
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 61
IRS990/USAddress/CityNm0WICHENDON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001475
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH BARROWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07748495630
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,870,511
Liabilities
$0
Net assets
$3,870,511
Revenue
$119,605
Expenses
$216,520
Net income
-$96,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.18$0.21$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.15$0.21$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.12$0.22$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.33$0.21$0.12
2020Summary only. Only limited summary data is available for this year.$3.86$0.00$3.86$0.11$0.22$0.11
2019Summary only. Only limited summary data is available for this year.$3.45$0.00$3.45$0.19$0.24$0.05
2018Summary only. Only limited summary data is available for this year.$3.50$0.00$3.50$0.21$0.22$0.01
2017Summary only. Only limited summary data is available for this year.$3.51$0.00$3.51$0.46$0.22$0.24
2016Summary only. Only limited summary data is available for this year.$3.27$0.00$3.27$0.17$0.22$0.05
2015Summary only. Only limited summary data is available for this year.$3.32$0.00$3.32$0.19$0.21$0.02
2014Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.45$0.21$0.25
2013Summary only. Only limited summary data is available for this year.$3.09$0.00$3.09$0.18$0.20$0.02
2012Summary only. Only limited summary data is available for this year.$3.11$0.00$3.11$0.18$0.19$0.01
2011Summary only. Only limited summary data is available for this year.$3.12$0.00$3.12$0.22$0.19$0.03