Civic Intelligence

Wellesley Kiwanis Memorial Fund

990PF • Fiscal year 2016 • EIN 04-6130238

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 30, 2017

Organization ProfileN/A
PO Box 812201Wellesley, MA 02482

(781) 489-7614

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-101%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

58th percentile

4.4%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$851,537

Up $35,521 (+4.4%) from 2015

Net Assets

Up

$851,537

Up $35,521 (+4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin3rd percentile

Revenue

Up

$19,541

Up $2,320 (+13%) from 2015

Expenses

Up

$39,339

Up $2,484 (+6.7%) from 2015

Net Income

Down

-$19,798

Down $164 (-0.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.0M$500K$0Assets 2011: $737,626Liabilities 2011: $0Net Assets 2011: $737,6262011Assets 2012: $860,087Liabilities 2012: $0Net Assets 2012: $860,0872012Assets 2013: $849,591Liabilities 2013: $0Net Assets 2013: $849,5912013Assets 2014: $883,620Liabilities 2014: $0Net Assets 2014: $883,6202014Assets 2015: $816,016Liabilities 2015: $0Net Assets 2015: $816,0162015Assets 2016: $851,537Liabilities 2016: $0Net Assets 2016: $851,5372016Assets 2017: $822,363Liabilities 2017: $0Net Assets 2017: $822,3632017Assets 2018: $804,637Liabilities 2018: $0Net Assets 2018: $804,6372018Assets 2019: $797,783Liabilities 2019: $0Net Assets 2019: $797,7832019Assets 2020: $750,644Liabilities 2020: $0Net Assets 2020: $750,6442020Assets 2021: $734,807Liabilities 2021: $0Net Assets 2021: $734,8072021Assets 2022: $714,231Liabilities 2022: $0Net Assets 2022: $714,2312022Assets 2023: $683,837Liabilities 2023: $0Net Assets 2023: $683,8372023Assets 2024: $742,309Liabilities 2024: $0Net Assets 2024: $742,3092024Assets 2025: $723,179Liabilities 2025: $0Net Assets 2025: $723,1792025

Highlighted filing

2016

Assets$851,537
Liabilities$0
Net Assets$851,537
Open 2016 Filing

Operations Trend

Revenue Growth67th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $26,924Expenses 2011: $31,212Net Income 2011: -$4,2882011Revenue 2012: $336,045Expenses 2012: $35,199Net Income 2012: $300,8462012Revenue 2013: $42,808Expenses 2013: $30,740Net Income 2013: $12,0682013Revenue 2014: $29,726Expenses 2014: $21,435Net Income 2014: $8,2912014Revenue 2015: $17,221Expenses 2015: $36,855Net Income 2015: -$19,6342015Revenue 2016: $19,541Expenses 2016: $39,339Net Income 2016: -$19,7982016Revenue 2017: $18,530Expenses 2017: $52,204Net Income 2017: -$33,6742017Revenue 2018: $37,564Expenses 2018: $55,290Net Income 2018: -$17,7262018Revenue 2019: $26,201Expenses 2019: $36,555Net Income 2019: -$10,3542019Revenue 2020: $40,441Expenses 2020: $87,580Net Income 2020: -$47,1392020Revenue 2021: $43,784Expenses 2021: $59,621Net Income 2021: -$15,8372021Revenue 2022: $25,838Expenses 2022: $46,414Net Income 2022: -$20,5762022Revenue 2023: $29,719Expenses 2023: $63,613Net Income 2023: -$33,8942023Revenue 2024: $123,864Expenses 2024: $65,392Net Income 2024: $58,4722024Revenue 2025: $57,351Expenses 2025: $76,481Net Income 2025: -$19,1302025

Highlighted filing

2016

Revenue$19,541
Expenses$39,339
Net Income-$19,798
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Mission and Program Overview

Mission

Raise money through investment activities and distribute these funds to scholarship recipients.

Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN J LYNCHTrustee-$0--
ROBERT SECHRESTTrustee-$0--
JANICE G CODURITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wellesley Kiwanis Memorial Fund
EIN
04-6130238
Phone
7814897614
Address
PO BOX 812201, WELLESLEY, MA 02482

Signing Officer

Name
Janice G Coduri
Title
Trustee
Signed
2017-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Margaret M Barrett CPA
Address
148 Linden Street, Wellesley, MA 02482
Preparer
Margaret M Barrett
Phone
7812354955
Raw XML Appendix312 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION RAISES FUNDS THROUGH INVESTMENT ACTIVITIES TO DISTRIBUTE GRANTS TO ADVANCE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. FOR THIS FISCAL YEAR, THE WELLESLY KIWANIS MEMORIAL FUND GAVE FOURTEEN SCHOLARSHIPS TOTALING $31,900 TO STUDENTS AND THEIR COLLEGES AND UNIVERSITIES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt523 ROMODO DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11275 MT CARMEL AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RICHMOND
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034164
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042557
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034164
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08393
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15000
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE G CODURI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLESLEY KIWANIS MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0046130238
ReturnHeader/Filer/PhoneNum07814897614
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 812201
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002482
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Margaret M Barrett CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0148 Linden Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wellesley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002482
ReturnHeader/PreparerPersonGrp/PhoneNum07812354955
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margaret M Barrett
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-30T11:16:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$851,537
Liabilities
$0
Net assets
$851,537
Revenue
$19,541
Expenses
$39,339
Net income
-$19,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.57$0.76$0.19
2024Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$1.24$0.65$0.58
2023Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.30$0.64$0.34
2022Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.26$0.46$0.21
2021Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.44$0.60$0.16
2020Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.40$0.88$0.47
2019Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.26$0.37$0.10
2018Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.38$0.55$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.19$0.52$0.34
2016Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.20$0.39$0.20
2015Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$0.17$0.37$0.20
2014Summary only. Only limited summary data is available for this year.$8.84$0.00$8.84$0.30$0.21$0.08
2013Summary only. Only limited summary data is available for this year.$8.50$0.00$8.50$0.43$0.31$0.12
2012Summary only. Only limited summary data is available for this year.$8.60$0.00$8.60$3.36$0.35$3.01
2011Summary only. Only limited summary data is available for this year.$7.38$0.00$7.38$0.27$0.31$0.04
Peer Organizations

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