Civic Intelligence

Olive E Ryan Scholarship Memorial Fund

990PF • Fiscal year 2014 • EIN 06-0970697

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 08, 2014

C/O Polk School/ 435 Buckingham StOakville, CT 06779-1198

(860) 945-4840

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

6th percentile

-103%

Higher net margin than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$226

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

35th percentile

-4.3%

Faster asset growth than 35% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$37,011

Down $1,651 (-4.3%) from 2013

Net Assets

Down

$37,011

Down $1,651 (-4.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$1,606

Up $537 (+50%) from 2013

Expenses

Down

$3,257

Down $998 (-23%) from 2013

Net Income

Up

-$1,651

Up $1,535 (+48%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $41,848Liabilities 2012: $0Net Assets 2012: $41,8482012Assets 2013: $38,662Liabilities 2013: $0Net Assets 2013: $38,6622013Assets 2014: $37,011Liabilities 2014: $0Net Assets 2014: $37,0112014Assets 2015: $34,618Liabilities 2015: $0Net Assets 2015: $34,6182015Assets 2016: $32,243Liabilities 2016: $0Net Assets 2016: $32,2432016Assets 2017: $32,561Liabilities 2017: $3,068Net Assets 2017: $29,4932017Assets 2018: $30,319Liabilities 2018: $5,057Net Assets 2018: $25,2622018Assets 2019: $20,731Liabilities 2019: $0Net Assets 2019: $20,7312019Assets 2020: $20,788Liabilities 2020: $0Net Assets 2020: $20,7882020Assets 2021: $16,952Liabilities 2021: $0Net Assets 2021: $16,9522021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2014

Assets$37,011
Liabilities$0
Net Assets$37,011

Operations Trend

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

$20K$10K$0-$10K-$20KExpenses 2012: $3,2212012Revenue 2013: $1,069Expenses 2013: $4,255Net Income 2013: -$3,1862013Revenue 2014: $1,606Expenses 2014: $3,257Net Income 2014: -$1,6512014Revenue 2015: $1,912Expenses 2015: $4,305Net Income 2015: -$2,3932015Revenue 2016: $1,741Expenses 2016: $4,116Net Income 2016: -$2,3752016Revenue 2017: $1,485Expenses 2017: $4,235Net Income 2017: -$2,7502017Revenue 2018: $2,058Expenses 2018: $6,289Net Income 2018: -$4,2312018Revenue 2019: $1,808Expenses 2019: $6,339Net Income 2019: -$4,5312019Revenue 2020: $1,370Expenses 2020: $1,313Net Income 2020: $572020Revenue 2021: $6,983Expenses 2021: $10,819Net Income 2021: -$3,8362021Revenue 2022: $1,052Expenses 2022: $18,004Net Income 2022: -$16,9522022

Highlighted filing

2014

Revenue$1,606
Expenses$3,257
Net Income-$1,651
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 8, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH GEERSecretary/Treasurer-$226-$226
LISA FEKETEPresident-$0--
MRS ANN TUCKERDirector-$0--
SHIRLEY WALFORDDirector-$0--
JESSICA SARANDREADirector-$0--
COLLEEN MAILHOTDirector-$0--
STACIE D'ANTONIOPast President-$0--
Filing and Contact Details

Filer

EIN
06-0970697
Phone
8609454840

Signing Officer

Name
Lisa Fekete
Title
President
Phone
8609454840
Signed
2014-09-08
Discuss with paid preparer
Yes

Preparer

Preparer
Cynthia D Lemay CPA
Phone
8602740168
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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01025
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CYNTHIA D LEMAY, CPA YEAR END TAX RETURN
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt07500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0766.088 DELEWARE DIVERSIFIED INCM FD A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1230.447 GROWTH FD OF AMERICA CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21062.704 JOHN HANCOCK STRATEGIC INCOME CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3574.273 PIMCO INCOME FUND CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4572.932 PRUDENTIAL SHORT-TERM CORPORATE BOND FD CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07017
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27131
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt040352
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05030
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt038662
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04438
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt036600
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0616
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02021
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt040422
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt041038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LISA FEKETE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBORAH GEER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MRS ANN TUCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHIRLEY WALFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JESSICA SARANDREA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5COLLEEN MAILHOT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6STACIE D'ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6PAST PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1044 PLEASANT VIEW AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11166 ICE HOUSE RD UNIT 26
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12257 MOUNT FAIR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1379 HILLSIDE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1462 ANN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1551 DEPOT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine16316 LONG HILL ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3WATERBURY
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10POLK SCHOOL 435 BUCKINGHAM ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0OAKVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0067791198
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10MS LISA FEKETE
IRS990PF/StatementsRegardingActyGrp/PhoneNum08609454840
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT MS. FEKETE FOR AN APPLICATION, INCLUDE PROOF OF ELIGIBILITY AS PER (D) BELOW.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MS LISA FEKETE POLK SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08609454840
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10435 BUCKINGHAM STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0OAKVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode006779
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ATTENDANCE AT POLK SCHOOL. GRADUATION FROM AN ACCREDITED SECONDARY SCH00L. SCHOLARSHIP MUST BE USED FOR FURTHUR EDUCATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 1ST OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NANCY NGUYEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1FARIYAL CHOWDHURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10593 THOMASTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1194 TUCKER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0WATERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1OAKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode006795
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode106779
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
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/AppliedToCurrentYearAmt0727
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01273
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01287
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01273
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0226
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DEBORAH GEER SECRETARIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0226
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0SUPPLIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA FEKETE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08609454840
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10OLIVE E RYAN SCHOLARSHIP MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0OLIV
ReturnHeader/Filer/EIN0060970697
ReturnHeader/Filer/PhoneNum08609454840
ReturnHeader/Filer/USAddress/AddressLine10C/O POLK SCHOOL/ 435 BUCKINGHAM ST
ReturnHeader/Filer/USAddress/City0OAKVILLE
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode0067791198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Cynthia D LeMay CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10210 Jericho Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Watertown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0067951641
ReturnHeader/PreparerPersonGrp/PhoneNum08602740168
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA D LEMAY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-08T13:30:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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