Civic Intelligence

Albert H Stone & Reuben S Stone Fund

990PF • Fiscal year 2019 • EIN 04-6050419

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 17, 2020

Organization Profile
PO Box 1008Gardner, MA 01440

(978) 630-2800

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$9,115

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,530,113

Down $64,950 (-2.5%) from 2015

Net Assets

$2,530,113

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin78th percentile

Revenue

Up

$240,976

Up $57,378 (+31%) from 2015

Expenses

Up

$183,152

Up $48,112 (+36%) from 2015

Net Income

Up

$57,824

Up $9,266 (+19%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,602,851Liabilities 2011: $02011Assets 2012: $2,577,778Liabilities 2012: $02012Assets 2013: $2,553,721Liabilities 2013: $02013Assets 2014: $2,546,506Liabilities 2014: $02014Assets 2015: $2,595,063Liabilities 2015: $02015Assets 2019: $2,530,113Liabilities 2019: $0Net Assets 2019: $2,530,1132019Assets 2020: $2,436,286Liabilities 2020: $1Net Assets 2020: $2,436,2862020Assets 2021: $2,429,834Liabilities 2021: $12021Assets 2022: $2,403,670Liabilities 2022: $0Net Assets 2022: $2,403,6702022Assets 2023: $2,340,547Liabilities 2023: $12023Assets 2024: $2,358,181Liabilities 2024: $0Net Assets 2024: $2,358,1812024

Highlighted filing

2019

Assets$2,530,113
Liabilities$0
Net Assets$2,530,113
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2011: $95,349Expenses 2011: $128,488Net Income 2011: -$33,1392011Revenue 2012: $85,199Expenses 2012: $110,273Net Income 2012: -$25,0742012Revenue 2013: $100,087Expenses 2013: $124,148Net Income 2013: -$24,0612013Revenue 2014: $109,896Expenses 2014: $117,111Net Income 2014: -$7,2152014Revenue 2015: $183,598Expenses 2015: $135,040Net Income 2015: $48,5582015Revenue 2019: $240,976Expenses 2019: $183,152Net Income 2019: $57,8242019Revenue 2020: $96,072Expenses 2020: $189,901Net Income 2020: -$93,8292020Revenue 2021: $154,712Expenses 2021: $161,164Net Income 2021: -$6,4522021Revenue 2022: $160,065Expenses 2022: $186,229Net Income 2022: -$26,1642022Revenue 2023: $148,238Expenses 2023: $209,875Net Income 2023: -$61,6372023Revenue 2024: $213,693Expenses 2024: $197,131Net Income 2024: $16,5622024

Highlighted filing

2019

Revenue$240,976
Expenses$183,152
Net Income$57,824
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 17, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carlton E NicholsTrustee-$9,115-$9,115
Catherine T NicholsTrustee-$9,115-$9,115
Donna J BelleIsleTrustee-$8,200-$8,200
Filing and Contact Details

Filer

Filer Name
Albert H & Reuben S Stone Fund
EIN
04-6050419
Phone
9786302800
Address
PO Box 1008, Gardner, MA 01440

Signing Officer

Name
Carlton E Nichols Jr
Title
Trustee
Signed
2020-06-17
Discuss with paid preparer
Yes

Preparer

Firm
LeBlanc & Sans Attys
Address
213 School Street Suite 201, Gardner, MA 01440
Preparer
Henri L Sans Jr
Phone
9786320011
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Carlton E Nichols
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Catherine T Nichols
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0In 2019, the Albert H. Reuben S. Stone Fund awarded about 79 scholarships to individuals in the total amount of
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1about 150675.00. Such scholarships further the purpose of the fund which is to grant scholarships to worthy children
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0213 School Street Suite 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Gardner
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001440
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LeBlanc & Sans Attys
IRS990PF/StatementsRegardingActyGrp/PhoneNum09786320011
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Scholarships granted during the year.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0150675
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Contact above individual for application.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Carlton E Nichols Jr
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09786302800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1008
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Gardner
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001440
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Contact above named individual.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Contact above named individual.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150676
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Scholarships Awarded-See Attached S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0213 School Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Gardner
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001440
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150676
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0160478
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01348
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0160478
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01840
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01840
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0163666
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01840
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01840
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01348
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ross Boucher
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0255 W 14th Street Apt 3A
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010011
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LeBlanc Sans, Attys.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0791
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01978
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01187
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Comcast, telephone/internet
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1U.S. Postal Service, post office box rental fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Commonwealth of Mass., Form PC filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Kathleen I. Cormier, cleaning services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Montalbano Computer Services, repairs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5W.B. Masson, supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Intuit, checks
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0666
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1116
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt332
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt436
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt57
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6106
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0998
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1174
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt221
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt348
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt454
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt511
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01664
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt380
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt518
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6265
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/Amt11500
TaxesSchedule/TaxesDetail/CategoryTxt0United States Treasury, 2018 Form 990-PF balance due
TaxesSchedule/TaxesDetail/CategoryTxt1United States Treasury, 2019 ES tax payment
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1600
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt076
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1900
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carlton E Nichols Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Albert H & Reuben S Stone Fund
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0046050419
ReturnHeader/Filer/PhoneNum09786302800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1008
ReturnHeader/Filer/USAddress/CityNm0Gardner
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001440
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B8BEF2691D41E1AC2F05D715D35BFEBDE2C7A4C6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B8BEF2691D41E1AC2F05D715D35BFEBDE2C7A4C6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.216.200.249
ReturnHeader/FilingSecurityInformation/IPDt02020-06-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:58:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LeBlanc & Sans Attys
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 School Street Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gardner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001440
ReturnHeader/PreparerPersonGrp/PhoneNum09786320011
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henri L Sans Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-17T12:00:21-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,530,113
Liabilities
$0
Net assets
$2,530,113
Revenue
$240,976
Expenses
$183,152
Net income
$57,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.21$0.20$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.00$0.15$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.16$0.19$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$0.15$0.16$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.10$0.19$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.24$0.18$0.06
2015Summary only. Only limited summary data is available for this year.$2.60$0.00$0.18$0.14$0.05
2014Summary only. Only limited summary data is available for this year.$2.55$0.00$0.11$0.12$0.01
2013Summary only. Only limited summary data is available for this year.$2.55$0.00$0.10$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$2.58$0.00$0.09$0.11$0.03
2011Summary only. Only limited summary data is available for this year.$2.60$0.00$0.10$0.13$0.03