Civic Intelligence

Chaplain David Sanford Fund

990EZ • Fiscal year 2023 • EIN 04-6036660

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
Boston Professional Tax PO Box 129Rochester, MA 02770

(774) 849-5630

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

4.2%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$260,819

Up $10,486 (+4.2%) from 2022

Net Assets

Up

$260,819

Up $10,486 (+4.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Down

$14,721

Down $10,890 (-43%) from 2022

Expenses

Down

$4,235

Down $7,806 (-65%) from 2022

Net Income

Down

$10,486

Down $3,084 (-23%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$300K$200K$100K$0Assets 2011: $198,444Liabilities 2011: $02011Assets 2012: $199,504Liabilities 2012: $02012Assets 2013: $214,213Liabilities 2013: $02013Assets 2014: $218,703Liabilities 2014: $02014Assets 2015: $220,410Liabilities 2015: $02015Assets 2016: $215,875Liabilities 2016: $02016Assets 2017: $222,974Liabilities 2017: $02017Assets 2018: $221,599Liabilities 2018: $02018Assets 2019: $223,953Liabilities 2019: $02019Assets 2020: $222,582Liabilities 2020: $02020Assets 2021: $236,763Liabilities 2021: $0Net Assets 2021: $236,7632021Assets 2022: $250,333Liabilities 2022: $0Net Assets 2022: $250,3332022Assets 2023: $260,819Liabilities 2023: $0Net Assets 2023: $260,8192023Assets 2024: $274,577Liabilities 2024: $0Net Assets 2024: $274,5772024

Highlighted filing

2023

Assets$260,819
Liabilities$0
Net Assets$260,819
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $5,029Expenses 2011: $6,634Net Income 2011: -$1,6052011Revenue 2012: $8,985Expenses 2012: $7,925Net Income 2012: $1,0602012Revenue 2013: $19,203Expenses 2013: $4,493Net Income 2013: $14,7102013Revenue 2014: $16,901Expenses 2014: $12,409Net Income 2014: $4,4922014Revenue 2015: $8,824Expenses 2015: $7,118Net Income 2015: $1,7062015Revenue 2016: $5,069Expenses 2016: $9,604Net Income 2016: -$4,5352016Revenue 2017: $16,192Expenses 2017: $9,093Net Income 2017: $7,0992017Revenue 2018: $8,090Expenses 2018: $9,465Net Income 2018: -$1,3752018Revenue 2019: $10,379Expenses 2019: $8,025Net Income 2019: $2,3542019Revenue 2020: $6,687Expenses 2020: $8,058Net Income 2020: -$1,3712020Revenue 2021: $22,817Expenses 2021: $8,636Net Income 2021: $14,1812021Revenue 2022: $25,611Expenses 2022: $12,041Net Income 2022: $13,5702022Revenue 2023: $14,721Expenses 2023: $4,235Net Income 2023: $10,4862023Revenue 2024: $24,220Expenses 2024: $10,462Net Income 2024: $13,7582024

Highlighted filing

2023

Revenue$14,721
Expenses$4,235
Net Income$10,486
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$21,662
Mission and Program Overview

Mission

College scholarship assistance

Program Services

DescriptionGrantsExpenses
AN EDUCATIONAL SCHOLARSHIP IS AWARDED TO THE TOP STUDENTS OF THE GRADUATING CLASS AT MEDWAY HIGH SCHOOL.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ARMAND PIRESTrustee/Superintendent-$0--
JOHN MURRAYTrustee/Principal-$0--
PATRICIA ERCKERT LEONHARDTTrustee/Director Of Finance & Ops-$0--
Filing and Contact Details

Filer

Filer Name
Chaplain David Sanford Fund
EIN
04-6036660
In Care Of
% BOSTON PROFESSIONAL TAX SRVC
Phone
7748495630
Address
BOSTON PROFESSIONAL TAX PO BOX 129, ROCHESTER, MA 02770

Signing Officer

Name
Patricia Leonhardt
Title
Trustee
Phone
7748495630
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Page 1, Part 1, Line 10

“Grants and similar amounts paid, $ none (for 2023) - medway public schools scholarship grants for educational purposes.”

Page 1, Part 1, Line 16 - Other Expenses

“Massachusetts form pc annual filing fee $35 security purchase transaction cost $40”

Form 990EZ Part I Line 16

“Description:MA PC FILING FEE Amount:35”

Form 990EZ Part I Line 16

“Description:TRANSACTION FEE Amount:40”

Raw XML Appendix159 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002770
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0250333
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0260819
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06941
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010486
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04160
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0250333
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0260819
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04269
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt021662
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010452
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0250333
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0260819
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0250333
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0260819
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR ARMAND PIRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA ERCKERT LEONHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE/SUPERINTENDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE/PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE/DIR. OF FINANCE & OPS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLEGE SCHOLARSHIP ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AN EDUCATIONAL SCHOLARSHIP IS AWARDED TO THE TOP STUDENTS OF THE GRADUATING CLASS AT MEDWAY HIGH SCHOOL.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt011210
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04235
IRS990EZ/TotalRevenueAmt014721
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0352168358
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MEDWAY HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS AND SIMILAR AMOUNTS PAID, $ NONE (FOR 2023) - MEDWAY PUBLIC SCHOOLS SCHOLARSHIP GRANTS FOR EDUCATIONAL PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MASSACHUSETTS FORM PC ANNUAL FILING FEE $35 SECURITY PURCHASE TRANSACTION COST $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:MA PC FILING FEE Amount:35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:TRANSACTION FEE Amount:40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1, PART 1, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 1, PART 1, LINE 16 - OTHER EXPENSES
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA LEONHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07748495630
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAPLAIN DAVID SANFORD FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHAP
ReturnHeader/Filer/EIN0046036660
ReturnHeader/Filer/InCareOfNm0% BOSTON PROFESSIONAL TAX SRVC
ReturnHeader/Filer/PhoneNum07748495630
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ReturnHeader/Filer/USAddress/ZIPCd002770
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002770
ReturnHeader/PreparerPersonGrp/PhoneNum07748495630
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew D Correia
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-16T07:04:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEONHARDT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,819
Liabilities
$0
Net assets
$260,819
Revenue
$14,721
Expenses
$4,235
Net income
$10,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.24$0.10$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.15$0.04$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.26$0.12$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.23$0.09$0.14
2020Summary only. Only limited summary data is available for this year.$2.23$0.00$0.07$0.08$0.01
2019Summary only. Only limited summary data is available for this year.$2.24$0.00$0.10$0.08$0.02
2018Summary only. Only limited summary data is available for this year.$2.22$0.00$0.08$0.09$0.01
2017Summary only. Only limited summary data is available for this year.$2.23$0.00$0.16$0.09$0.07
2016Summary only. Only limited summary data is available for this year.$2.16$0.00$0.05$0.10$0.05
2015Summary only. Only limited summary data is available for this year.$2.20$0.00$0.09$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$2.19$0.00$0.17$0.12$0.04
2013Summary only. Only limited summary data is available for this year.$2.14$0.00$0.19$0.04$0.15
2012Summary only. Only limited summary data is available for this year.$2.00$0.00$0.09$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.98$0.00$0.05$0.07$0.02