Civic Intelligence

Olive E Ryan Scholarship Memorial Fund

990PF • Fiscal year 2015 • EIN 06-0970697

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 09, 2015

Organization Profile
C/O Polk School 435 Buckingham StOakville, CT 06779

(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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

6th percentile

-125%

Higher net margin than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$231

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-6.5%

Faster asset growth than 32% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$34,618

Down $2,393 (-6.5%) from 2014

Net Assets

Down

$34,618

Down $2,393 (-6.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Up

$1,912

Up $306 (+19%) from 2014

Expenses

Up

$4,305

Up $1,048 (+32%) from 2014

Net Income

Down

-$2,393

Down $742 (-45%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2015

Assets$34,618
Liabilities$0
Net Assets$34,618
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

2015

Revenue$1,912
Expenses$4,305
Net Income-$2,393
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 9, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH GEERSecretary/Tr-$231-$231
LISA FEKETEPresident-$0--
SHIRLEY WALFORDDirector-$0--
JESSICA SARANDREADirector-$0--
COLEEN MAILHOTDirector-$0--
AMY SLATTERYDirector-$0--
ANN TUCKERDitector-$0--
Filing and Contact Details

Filer

Filer Name
Olive E Ryan Scholarship Memorial F
EIN
06-0970697
Phone
8609454840
Address
C/O POLK SCHOOL 435 BUCKINGHAM ST, OAKVILLE, CT 06779

Signing Officer

Name
Lisa Fekete
Title
President
Phone
8609454840
Signed
2015-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Cynthia D Lemay CPA
Address
210 JERICHO RD, WATERTOWN, CT 06795-1641
Preparer
Cynthia D Lemay CPA
Phone
8602740168
Raw XML Appendix351 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263174
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02994
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MS LISA FEKETE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0POLK SCHOOL 435 BUCKINGHAM ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OAKVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006779
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08609459840
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/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/AddressLine1Txt0435 BUCKINGHAM STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OAKVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006779
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/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HANNAH KOVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LINDSEY LAWTEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NICHOLAS CICCIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3REBECCA BAVONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0125 PLEASANT VIEW AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1104 MERRIMAC ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2357 GEORGETOWN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt397 EATON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WATERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OAKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006779
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106779
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206795
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306779
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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/AppliedToCurrentYearAmt01713
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01287
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01960
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0247
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01287
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042
TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA FEKETE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08609454840
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLIVE E RYAN SCHOLARSHIP MEMORIAL F
ReturnHeader/Filer/BusinessNameControlTxt0OLIV
ReturnHeader/Filer/EIN0060970697
ReturnHeader/Filer/PhoneNum08609454840
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O POLK SCHOOL 435 BUCKINGHAM ST
ReturnHeader/Filer/USAddress/CityNm0OAKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006779
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061444029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CYNTHIA D LEMAY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 JERICHO RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0067951641
ReturnHeader/PreparerPersonGrp/PhoneNum08602740168
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA D LEMAY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-09-09T11:47:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,618
Liabilities
$0
Net assets
$34,618
Revenue
$1,912
Expenses
$4,305
Net income
-$2,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.05$18.0$17.0
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$17.0$0.00$17.0$6.98$10.8$3.84
2020Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$1.37$1.31$0.06
2019Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$1.81$6.34$4.53
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$30.3$5.06$25.3$2.06$6.29$4.23
2017Detailed filing. Detailed filing data is available for this year.$32.6$3.07$29.5$1.49$4.24$2.75
2016Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$1.74$4.12$2.38
2015Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$1.91$4.31$2.39
2014Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$1.61$3.26$1.65
2013Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$1.07$4.26$3.19
2012Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$3.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits