Civic Intelligence

Frederic M Breitbarth Memorial Scholarship Fund Inc

990EZ • Fiscal year 2018 • EIN 13-3334509

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 04, 2018

Organization Profile
PO Box 2Tarrytown, NY 10591

(914) 631-2511

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.00x

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

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Net Margin

31st percentile

-6.0%

Higher net margin than 31% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • NTEE B82 • <$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-21%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • NTEE B82 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$248,621

Down $726 (-0.3%) from 2017

Net Assets

Down

$248,621

Down $726 (-0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin31st percentile

Revenue

Down

$12,122

Down $3,177 (-21%) from 2017

Expenses

Up

$12,848

Up $2,488 (+24%) from 2017

Net Income

Down

-$726

Down $5,665 (-115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$400K$300K$200K$100K$0Assets 2017: $249,347Liabilities 2017: $0Net Assets 2017: $249,3472017Assets 2018: $248,621Liabilities 2018: $0Net Assets 2018: $248,6212018Assets 2019: $266,573Liabilities 2019: $0Net Assets 2019: $266,5732019Assets 2020: $257,097Liabilities 2020: $0Net Assets 2020: $257,0972020Assets 2021: $290,942Liabilities 2021: $0Net Assets 2021: $290,9422021Assets 2022: $292,816Liabilities 2022: $0Net Assets 2022: $292,8162022Assets 2023: $311,212Liabilities 2023: $0Net Assets 2023: $311,2122023Assets 2024: $332,748Liabilities 2024: $0Net Assets 2024: $332,7482024Assets 2025: $353,354Liabilities 2025: $0Net Assets 2025: $353,3542025

Highlighted filing

2018

Assets$248,621
Liabilities$0
Net Assets$248,621
Open 2018 Filing

Operations Trend

Revenue Growth28th percentile

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

$60K$40K$20K$0-$20KRevenue 2017: $15,299Expenses 2017: $10,360Net Income 2017: $4,9392017Revenue 2018: $12,122Expenses 2018: $12,848Net Income 2018: -$7262018Revenue 2019: $28,067Expenses 2019: $10,115Net Income 2019: $17,9522019Revenue 2020: $9,622Expenses 2020: $19,098Net Income 2020: -$9,4762020Revenue 2021: $44,010Expenses 2021: $10,165Net Income 2021: $33,8452021Revenue 2022: $12,039Expenses 2022: $10,165Net Income 2022: $1,8742022Revenue 2023: $28,561Expenses 2023: $10,165Net Income 2023: $18,3962023Revenue 2024: $36,701Expenses 2024: $15,165Net Income 2024: $21,5362024Revenue 2025: $21,875Expenses 2025: $16,308Net Income 2025: $5,5672025

Highlighted filing

2018

Revenue$12,122
Expenses$12,848
Net Income-$726
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 4, 2018
Return Version
2017v2.3
Gross Receipts
$12,122
Mission and Program Overview

Mission

To provide college scholarships

To provide eligible students with college scholarships

Program Services

DescriptionGrantsExpenses
TO PROVIDE ELIGIBLE STUDENTS WITH COLLEGE SCHOLARSHIPS$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA MURRAY-FAGGELLAPresident-$0--
LAUREN MAUROVice President-$0--
JOANNE MURRAYTreasurer-$0--
GINNIE HAYSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Frederic M Breitbarth
EIN
13-3334509
Phone
9146312511
Address
PO BOX 2, TARRYTOWN, NY 10591

Signing Officer

Name
Joanne Murray
Title
Treasurer
Phone
9146312511
Signed
2018-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Peter J Zambelletti & Co
Address
55 MAIN STREET, TARRYTOWN, NY 10591
Preparer
Peter J Zambelletti
Phone
9146311359
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 7,208. Description: dividend income. Amount: 1,914. Total to form 990-ez, line 8: 9,122.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: scholarships awarded. Amount: 7,000. Description: account fee and miscellaneous. Amount: 100. Description: nys filing fee. Amount: 50. Description: unrealized loss on investments. Amount: 5,698. Total to form 990-ez, line 16: 12,848.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments. Beg. Of year amount: 231,871. End of year amount: 246,120.”

Raw XML Appendix170 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHLEEN S BROWN
IRS990EZ/BooksInCareOfDetail/PhoneNum09146312511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TARRYTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010591
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017476
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02501
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-726
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0249347
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0248621
IRS990EZ/GrossReceiptsAmt012122
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0249347
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0248621
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0249347
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0248621
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA MURRAY-FAGGELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN MAURO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANNE MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GINNIE HAYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0231871
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0246120
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012848
IRS990EZ/OtherRevenueTotalAmt09122
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ELIGIBLE STUDENTS WITH COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ELIGIBLE STUDENTS WITH COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012848
IRS990EZ/TotalRevenueAmt012122
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09122
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09239
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07570
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09877
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09239
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07570
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043976
IRS990ScheduleA/InvestmentIncomeCYPct00.68630
IRS990ScheduleA/InvestmentIncomePYPct00.70960
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.31370
IRS990ScheduleA/PublicSupportPY509Pct00.29040
IRS990ScheduleA/PublicSupportTotal509Amt020100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06060
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011040
IRS990ScheduleA/Total509Grp/TotalAmt020100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09877
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7,208. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,914. TOTAL TO FORM 990-EZ, LINE 8: 9,122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIPS AWARDED. AMOUNT: 7,000. DESCRIPTION: ACCOUNT FEE AND MISCELLANEOUS. AMOUNT: 100. DESCRIPTION: NYS FILING FEE. AMOUNT: 50. DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: 5,698. TOTAL TO FORM 990-EZ, LINE 16: 12,848.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 231,871. END OF YEAR AMOUNT: 246,120.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09146312511
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREDERIC M BREITBARTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0133334509
ReturnHeader/Filer/PhoneNum09146312511
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2
ReturnHeader/Filer/USAddress/CityNm0TARRYTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010591
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09708AB5E999462F91E1AF77CCBEA5551CC4B2E6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09708AB5E999462F91E1AF77CCBEA5551CC4B2E6E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.68.213.84
ReturnHeader/FilingSecurityInformation/IPDt02018-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:55:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133566215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER J ZAMBELLETTI & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TARRYTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010591
ReturnHeader/PreparerPersonGrp/PhoneNum09146311359
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J ZAMBELLETTI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-13T10:09:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,621
Liabilities
$0
Net assets
$248,621
Revenue
$12,122
Expenses
$12,848
Net income
-$726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.22$0.16$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.37$0.15$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.29$0.10$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.12$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.44$0.10$0.34
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.57$0.00$2.57$0.10$0.19$0.09
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.67$0.00$2.67$0.28$0.10$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.12$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.15$0.10$0.05