Civic Intelligence

Emma M E Reed Fund

990EZ • Fiscal year 2023 • EIN 04-6109071

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 15, 2024

Organization ProfileN/A
123 Ashmont Street Earl TaylorDorchester, MA 02124

(617) 293-3052

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

94th percentile

67%

Higher net margin than 94% 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

58th percentile

6.0%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$339,945

Up $19,095 (+6.0%) from 2022

Net Assets

Up

$339,945

Up $19,095 (+6.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$10,915

Up $1,439 (+15%) from 2022

Expenses

Down

$3,613

Down $21,192 (-85%) from 2022

Net Income

Up

$7,302

Up $22,631 (+148%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$400K$300K$200K$100K$0Assets 2011: $82,557Liabilities 2011: $02011Assets 2012: $65,094Liabilities 2012: $02012Assets 2013: $56,136Liabilities 2013: $0Net Assets 2013: $56,1362013Assets 2014: $68,730Liabilities 2014: $02014Assets 2015: $75,162Liabilities 2015: $02015Assets 2016: $291,143Liabilities 2016: $02016Assets 2017: $301,059Liabilities 2017: $02017Assets 2018: $280,062Liabilities 2018: $0Net Assets 2018: $280,0622018Assets 2019: $320,270Liabilities 2019: $0Net Assets 2019: $320,2702019Assets 2020: $292,927Liabilities 2020: $0Net Assets 2020: $292,9272020Assets 2021: $324,964Liabilities 2021: $0Net Assets 2021: $324,9642021Assets 2022: $320,850Liabilities 2022: $0Net Assets 2022: $320,8502022Assets 2023: $339,945Liabilities 2023: $0Net Assets 2023: $339,9452023Assets 2024: $360,086Liabilities 2024: $0Net Assets 2024: $360,0862024

Highlighted filing

2023

Assets$339,945
Liabilities$0
Net Assets$339,945
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $11,410Expenses 2011: $25,577Net Income 2011: -$14,1672011Revenue 2012: $55,098Expenses 2012: $72,561Net Income 2012: -$17,4632012Revenue 2013: $33,606Expenses 2013: $42,564Net Income 2013: -$8,9582013Revenue 2014: $35,093Expenses 2014: $22,499Net Income 2014: $12,5942014Revenue 2015: $10,761Expenses 2015: $4,329Net Income 2015: $6,4322015Revenue 2016: $35,585Expenses 2016: $38,090Net Income 2016: -$2,5052016Revenue 2017: $27,873Expenses 2017: $20,417Net Income 2017: $7,4562017Revenue 2018: $66,821Expenses 2018: $4,499Net Income 2018: $62,3222018Revenue 2019: $28,383Expenses 2019: $24,545Net Income 2019: $3,8382019Revenue 2020: $10,259Expenses 2020: $4,188Net Income 2020: $6,0712020Revenue 2021: $9,589Expenses 2021: $19,096Net Income 2021: -$9,5072021Revenue 2022: $9,476Expenses 2022: $24,805Net Income 2022: -$15,3292022Revenue 2023: $10,915Expenses 2023: $3,613Net Income 2023: $7,3022023Revenue 2024: $238,413Expenses 2024: $33,851Net Income 2024: $204,5622024

Highlighted filing

2023

Revenue$10,915
Expenses$3,613
Net Income$7,302
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 15, 2024
Return Version
2023v5.0
Gross Receipts
$10,915
Mission and Program Overview

Mission

Support/assist dorchester historical society

Program Services

DescriptionGrantsExpenses
MAINTAIN ASSETS TO SUPPORT/ASSIST DORCHESTER HISTORICAL SOCIETY--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EARL TAYLORTrustee-$0--
ROSANNE FOLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Emma Me Reed Fund
EIN
04-6109071
Phone
6172933052
Address
123 ASHMONT STREET EARL TAYLOR, DORCHESTER, MA 02124

Signing Officer

Name
Earl Taylor
Title
Trustee
Phone
6172933052
Signed
2024-07-15
Discuss with paid preparer
Yes

Preparer

Firm
David M Pinkham CPA LLC
Address
475 SCHOOL STREET SUITE 13, MARSHFIELD, MA 02050
Preparer
David M Pinkham
Phone
7818340444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 1,194 total 1,194”

Form 990-ez, Part I, Line 20

“UNREALIZED GAINS 11,793”

Raw XML Appendix134 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EARL TAYLOR
IRS990EZ/BooksInCareOfDetail/PhoneNum06172933052
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0123 ASHMONT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DORCHESTER CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0320850
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0339945
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07302
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02419
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0320850
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0339945
IRS990EZ/GrossReceiptsAmt010915
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010915
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0320850
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0339945
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0320850
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0339945
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EARL TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSANNE FOLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt011793
IRS990EZ/OtherExpensesTotalAmt01194
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT/ASSIST DORCHESTER HISTORICAL SOCIETY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN ASSETS TO SUPPORT/ASSIST DORCHESTER HISTORICAL SOCIETY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03613
IRS990EZ/TotalRevenueAmt010915
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MAINTAIN ASSETS TO SUPPORT/ASSIST DORCHESTER HISTORICAL SOCIETY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046066048
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DORCHESTER HISTORICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0DORCHESTER HISTORICAL SOCIETY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,194 TOTAL 1,194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS 11,793
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EARL TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172933052
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMA ME REED FUND
ReturnHeader/Filer/BusinessNameControlTxt0EMMA
ReturnHeader/Filer/EIN0046109071
ReturnHeader/Filer/PhoneNum06172933052
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 ASHMONT STREET EARL TAYLOR
ReturnHeader/Filer/USAddress/CityNm0DORCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002124
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204061852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID M PINKHAM CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 SCHOOL STREET SUITE 13
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002050
ReturnHeader/PreparerPersonGrp/PhoneNum07818340444
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M PINKHAM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-16T15:30:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EARL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR
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
$339,945
Liabilities
$0
Net assets
$339,945
Revenue
$10,915
Expenses
$3,613
Net income
$7,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$2.38$0.34$2.05
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.11$0.04$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.09$0.25$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.10$0.19$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.10$0.04$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.28$0.25$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.67$0.04$0.62
2017Summary only. Only limited summary data is available for this year.$3.01$0.00$0.28$0.20$0.07
2016Summary only. Only limited summary data is available for this year.$2.91$0.00$0.36$0.38$0.03
2015Summary only. Only limited summary data is available for this year.$0.75$0.00$0.11$0.04$0.06
2014Summary only. Only limited summary data is available for this year.$0.69$0.00$0.35$0.22$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.34$0.43$0.09
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.55$0.73$0.17
2011Summary only. Only limited summary data is available for this year.$0.83$0.00$0.11$0.26$0.14