Civic Intelligence

Athol High School Scholarship Association

990 • Fiscal year 2016 • EIN 04-6044715

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization ProfileWWW.AHSSCHOLARSHIP.ORG
692 Lenox StreetAthol, MA 01331

(978) 249-6172

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.82x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-64%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

36th percentile

$6,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

57th percentile

3.4%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$2,498,017

Up $81,646 (+3.4%) from 2015

Net Assets

Up

$2,426,707

Up $91,766 (+3.9%) from 2015

Liabilities

Down

$71,310

Down $10,120 (-12%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin5th percentile

Revenue

Down

$86,628

Down $141,429 (-62%) from 2015

Expenses

Up

$142,156

Up $15,210 (+12%) from 2015

Net Income

Down

-$55,528

Down $156,639 (-155%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,697,011Liabilities 2010: $97,020Net Assets 2010: $1,599,9912010Assets 2011: $1,772,398Liabilities 2011: $73,570Net Assets 2011: $1,698,8282011Assets 2012: $2,295,017Liabilities 2012: $65,120Net Assets 2012: $2,229,8972012Assets 2013: $2,420,099Liabilities 2013: $65,712Net Assets 2013: $2,354,3872013Assets 2014: $2,489,011Liabilities 2014: $64,480Net Assets 2014: $2,424,5312014Assets 2015: $2,416,371Liabilities 2015: $81,430Net Assets 2015: $2,334,9412015Assets 2016: $2,498,017Liabilities 2016: $71,310Net Assets 2016: $2,426,7072016Assets 2017: $2,779,878Liabilities 2017: $41,700Net Assets 2017: $2,738,1782017Assets 2018: $2,641,822Liabilities 2018: $57,000Net Assets 2018: $2,584,8222018Assets 2019: $3,035,376Liabilities 2019: $44,500Net Assets 2019: $2,990,8762019Assets 2020: $3,353,385Liabilities 2020: $31,750Net Assets 2020: $3,321,6352020Assets 2021: $3,715,214Liabilities 2021: $40,000Net Assets 2021: $3,675,2142021Assets 2022: $3,188,336Liabilities 2022: $47,000Net Assets 2022: $3,141,3362022Assets 2023: $3,502,075Liabilities 2023: $44,300Net Assets 2023: $3,457,7752023Assets 2024: $3,711,427Liabilities 2024: $49,550Net Assets 2024: $3,661,8772024Assets 2025: $4,199,533Liabilities 2025: $123,150Net Assets 2025: $4,076,3832025

Highlighted filing

2016

Assets$2,498,017
Liabilities$71,310
Net Assets$2,426,707
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $39,5462010Expenses 2011: $52,2752011Expenses 2012: $89,8452012Revenue 2013: $140,863Expenses 2013: $130,687Net Income 2013: $10,1762013Revenue 2014: $220,627Expenses 2014: $123,184Net Income 2014: $97,4432014Revenue 2015: $228,057Expenses 2015: $126,946Net Income 2015: $101,1112015Revenue 2016: $86,628Expenses 2016: $142,156Net Income 2016: -$55,5282016Revenue 2017: $172,859Expenses 2017: $137,864Net Income 2017: $34,9952017Revenue 2018: $259,678Expenses 2018: $145,189Net Income 2018: $114,4892018Revenue 2019: $240,117Expenses 2019: $160,286Net Income 2019: $79,8312019Revenue 2020: $187,143Expenses 2020: $128,423Net Income 2020: $58,7202020Revenue 2021: $449,689Expenses 2021: $137,666Net Income 2021: $312,0232021Revenue 2022: $342,059Expenses 2022: $140,314Net Income 2022: $201,7452022Revenue 2023: $209,765Expenses 2023: $164,129Net Income 2023: $45,6362023Revenue 2024: $348,255Expenses 2024: $202,088Net Income 2024: $146,1672024Revenue 2025: $323,025Expenses 2025: $194,443Net Income 2025: $128,5822025

Highlighted filing

2016

Revenue$86,628
Expenses$142,156
Net Income-$55,528
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$648,644
Mission and Program Overview

Mission

Grant scholarships to graduates of athol high school for their college education.

GRANT SCHOLARSHIPS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,115,341$2,305,349▲ $190,008
Savings and Temporary Cash Investments$257,050$166,927▼ $90,123
Cash and Non-Interest-Bearing Accounts$43,980$25,110▼ $18,870
Accounts Receivable-$631-
Total Assets$2,416,371$2,498,017▲ $81,646
Liabilities
Accounts Payable and Accrued Expenses$37,450$46,200▲ $8,750
Other Liabilities$43,980$25,110▼ $18,870
Total Liabilities$81,430$71,310▼ $10,120
Net Assets / Fund Balance
Unrestricted Net Assets$1,348,690$1,378,794▲ $30,104
Permanently Rstr Net Assets$971,324$1,010,193▲ $38,869
Temporarily Rstr Net Assets$14,927$37,720▲ $22,793
Total Net Assets Fund Balance$2,334,941$2,426,707▲ $91,766
Total Liabilities and Net Assets / Fund Balance$2,416,371$2,498,017▲ $81,646

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,305,349--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$971,324$38,869--$1,010,193
2015$925,719$45,605--$971,324
2014$880,791$44,928--$925,719
2013$813,107$67,684--$880,791
2012$414,471$398,636--$813,107
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
Diane M PageTreasurer$6,000$6,000

Board Members and Trustees

NameTitle
William J CaldwellPresident
Cynthia HughesVice President
Debra EllisTrustee
Debra VescoviTrustee
Gina M MaroniTrustee
Cynthia SavoyClerk
Revenue and Support

Revenue Composition

Contributions and Grants
$78,502
Program Service Revenue
$0
Investment Income
$1,770
Other Revenue
$6,356
All Other Contributions
$78,458
Change in Net Assets
$-55,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$107,900
Other Expenses$28,256
Salaries, Compensation, and Employee Benefits$6,000
Total Fundraising Expense$3,439
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$107,900--$107,900
Current Officers, Directors, Trustees, and Key Employees-$6,000-$6,000
Fees for Services Accounting-$5,000-$5,000
Office Expenses-$317$3,439$3,756
Advertising-$50-$50
Other Expenses-$19-$19
All Other Expenses-$6-$6
Total Functional Expenses$107,900$30,817$3,439$142,156
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Scholarships$25,110
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“President of the board is the nephew on the treasurer.”

Form 990, Part VI, Section A, Line 6

“The association has 22 members”

Form 990, Part VI, Section A, Line 7A

“Officers and directors are elected at the annual meeting.”

Form 990, Part VI, Section B, Line 11B

“The tax return is reviewed by the board at their annual meeting that takes place before the due date of the tax return.”

Form 990, Part VI, Section B, Line 12C

“The association meets annually to review any conflicts.”

Form 990, Part VI, Section C, Line 19

“The association makes its governing documents available to the public on line and upon request”

Filing and Contact Details

Filer

Filer Name
Athol High School Scholarship
EIN
04-6044715
Phone
9782496172
Address
692 LENOX STREET, ATHOL, MA 01331

Signing Officer

Name
William J Caldwell
Title
President
Phone
9782496172
Signed
2017-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William J Caldwell
Formed
1920
Legal Domicile
Ma
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
0

Preparer

Firm
Bollus Lynch Llp
Address
89 SHREWSBURY STREET, WORCESTER, MA 01604
Preparer
Nancy Meehan
Phone
5087557107
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Earnings on endowment funds are used to provide scholarships.”

PART X, LINE 2:

“Management annually reviews for uncertain tax positions along with any related interest and penalties and believes that the association has no uncertain tax positions that would have a material adverse effect, individually or in the aggregate upon the association's statements of financial position, or the related statements of activities, or cash flows.”

Raw XML AppendixShowing 400 of 410 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt038869
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0925719
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt045605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0971324
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0880791
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt044928
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0925719
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0813107
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt067684
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0880791
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0414471
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0398636
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0813107
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EARNINGS ON ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE UPON THE ASSOCIATION'S STATEMENTS OF FINANCIAL POSITION, OR THE RELATED STATEMENTS OF ACTIVITIES, OR CASH FLOWS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalLiabilityAmt025110
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0107900
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt079
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT OF THE BOARD IS THE NEPHEW ON THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION HAS 22 MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND DIRECTORS ARE ELECTED AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURN IS REVIEWED BY THE BOARD AT THEIR ANNUAL MEETING THAT TAKES PLACE BEFORE THE DUE DATE OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION MEETS ANNUALLY TO REVIEW ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC ON LINE AND UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt014927
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt037720
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt02416371
IRS990/TotalAssetsGrp/EOYAmt02498017
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt078502
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03439
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030817
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107900
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142156
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt071310
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-56843
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt01378794
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0ATHOL
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IRS990/USAddress/ZIPCd001331
IRS990/VotingMembersGoverningBodyCnt022
IRS990/VotingMembersIndependentCnt022
IRS990/WebsiteAddressTxt0WWW.AHSSCHOLARSHIP.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J CALDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09782496172
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHOL HIGH SCHOOL SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ATHO
ReturnHeader/Filer/EIN0046044715
ReturnHeader/Filer/PhoneNum09782496172
ReturnHeader/Filer/USAddress/AddressLine1Txt0692 LENOX STREET
ReturnHeader/Filer/USAddress/CityNm0ATHOL
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
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ReturnHeader/FilingSecurityInformation/IPDt02017-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:25:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043037870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLLUS LYNCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 SHREWSBURY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,498,017
Liabilities
$71,310
Net assets
$2,426,707
Revenue
$86,628
Expenses
$142,156
Net income
-$55,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.20$0.12$4.08$0.32$0.19$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.05$3.66$0.35$0.20$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.04$3.46$0.21$0.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.05$3.14$0.34$0.14$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.04$3.68$0.45$0.14$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.03$3.32$0.19$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.04$0.04$2.99$0.24$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.64$0.06$2.58$0.26$0.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.04$2.74$0.17$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.07$2.43$0.09$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.08$2.33$0.23$0.13$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.06$2.42$0.22$0.12$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.42$0.07$2.35$0.14$0.13$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.07$2.23$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.07$1.70$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.10$1.60$0.04