Civic Intelligence

F Leo Murray & Irene D Murray

990PF • Fiscal year 2016 • EIN 04-6635075

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2016

PO Box 127Winchendon, MA 01475

(978) 297-2042

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$1,875

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-2.3%

Faster asset growth than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$273,189

Down $6,536 (-2.3%) from 2015

Net Assets

Down

$273,189

Down $6,536 (-2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$15,331

Up $1,847 (+14%) from 2015

Expenses

Down

$21,099

Down $2,260 (-9.7%) from 2015

Net Income

Up

-$5,768

Up $4,107 (+42%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $342,934Liabilities 2011: $02011Assets 2012: $329,395Liabilities 2012: $0Net Assets 2012: $329,3952012Assets 2013: $309,731Liabilities 2013: $12013Assets 2014: $291,600Liabilities 2014: $1Net Assets 2014: $291,6002014Assets 2015: $279,725Liabilities 2015: $0Net Assets 2015: $279,7252015Assets 2016: $273,189Liabilities 2016: $0Net Assets 2016: $273,1892016

Highlighted filing

2016

Assets$273,189
Liabilities$0
Net Assets$273,189

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $12,651Expenses 2011: $22,555Net Income 2011: -$9,9042011Expenses 2012: $24,8212012Revenue 2013: $9,640Expenses 2013: $24,892Net Income 2013: -$15,2522013Revenue 2014: $8,686Expenses 2014: $30,359Net Income 2014: -$21,6732014Revenue 2015: $13,484Expenses 2015: $23,359Net Income 2015: -$9,8752015Revenue 2016: $15,331Expenses 2016: $21,099Net Income 2016: -$5,7682016

Highlighted filing

2016

Revenue$15,331
Expenses$21,099
Net Income-$5,768
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2016
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R LAFORTUNETrustee-$1,875-$1,875
BRITTA LAFORTUNETrustee-$1,875-$1,875
Filing and Contact Details

Filer

Filer Name
F Leo Murray & Irene D Murray
EIN
04-6635075
Phone
9782972042
Address
PO BOX 127, WINCHENDON, MA 01475

Signing Officer

Name
Robert R Lafortune
Title
Trustee
Phone
9782972042
Signed
2016-05-04

Preparer

Firm
Jaffe Yaffe & Feingold Pc
Address
76 MILL STREET, WORCESTER, MA 01603-2026
Preparer
Alan Yaffe CPA
Phone
5087983721
Raw XML Appendix393 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/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT LAFORTUNE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 127
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINCHENDON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001475
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09782972042
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0AWARDED 7 SCHOLARSHIPS TO QUALIFIED YOUNG MEN & WOMEN OF WINCHENDON, MA
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS PROVIDED BY FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT LAFORTUNE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09782972042
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 127
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINCHENDON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001475
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0YES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0YES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MARIA MAE JAVIEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KATHERINE BURNS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ALYSSA ELLSWORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3YASMINE SEGHIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PHYLICIA SHIPPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CHERYL THOMAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ANGELA POLCARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63 MEMORIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WINCHENDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WINCHENDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WINCHENDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WINCHENDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WINCHENDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WINCHENDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WINCHENDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601475
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014000
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/AppliedToCurrentYearAmt013289
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02481
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0124
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03691
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02481
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0124
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014375
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01086
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03691
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02605
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01500
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt1150
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PREPARATION OF 25TH ACCOUNT
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1PROBATE COURT - FILING FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1150
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0768
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENT COST BASIS VARIANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt035
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt169
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt169
TaxesSchedule/TaxesDetail/CategoryTxt0MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT R LAFORTUNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09782972042
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0F LEO MURRAY & IRENE D MURRAY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0FLEO
ReturnHeader/Filer/EIN0046635075
ReturnHeader/Filer/PhoneNum09782972042
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 127
ReturnHeader/Filer/USAddress/CityNm0WINCHENDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001475
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId097464DBAF0D6FEBC09225C2E995F52FBE9F8FF36
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId097464DBAF0D6FEBC09225C2E995F52FBE9F8FF36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042775374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAFFE YAFFE & FEINGOLD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt076 MILL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0016032026
ReturnHeader/PreparerPersonGrp/PhoneNum05087983721
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN YAFFE CPA
ReturnHeader/ReturnTs02017-05-15T10:29:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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