Civic Intelligence

Frederic M Breitbarth Memorial Scholarship Fund Inc

990EZ • Fiscal year 2019 • EIN 13-3334509

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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

80th percentile

0.00x

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.00x

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

64%

Higher net margin than 87% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

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.

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

7.2%

Faster asset growth than 61% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

132%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$266,573

Up $17,952 (+7.2%) from 2018

Net Assets

Up

$266,573

Up $17,952 (+7.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin87th percentile

Revenue

Up

$28,067

Up $15,945 (+132%) from 2018

Expenses

Down

$10,115

Down $2,733 (-21%) from 2018

Net Income

Up

$17,952

Up $18,678 (+2573%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$266,573
Liabilities$0
Net Assets$266,573
Open 2019 Filing

Operations Trend

Revenue Growth93rd 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

2019

Revenue$28,067
Expenses$10,115
Net Income$17,952
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$28,067
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
2019-11-14
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: 6,845. Description: dividend income. Amount: 3,258. Description: unrealized gain on investments. Amount: 10,964. Total to form 990-ez, line 8: 21,067.”

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

“Description: scholarships awarded. Amount: 10,000. Description: account fee and miscellaneous. Amount: 65. Description: nys filing fee. Amount: 50. Total to form 990-ez, line 16: 10,115.”

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

“Description: investments. Beg. Of year amount: 246,120. End of year amount: 264,324.”

Raw XML Appendix172 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/BOYAmt02501
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02249
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt07000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt017952
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0248621
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0266573
IRS990EZ/GrossReceiptsAmt028067
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0248621
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0266573
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0248621
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0266573
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/BOYAmt0246120
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0264324
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010115
IRS990EZ/OtherRevenueTotalAmt021067
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/TotalExpensesAmt010115
IRS990EZ/TotalRevenueAmt028067
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09122
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09239
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07570
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044203
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09239
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07570
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044203
IRS990ScheduleA/InvestmentIncomeCYPct00.61990
IRS990ScheduleA/InvestmentIncomePYPct00.68630
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.38010
IRS990ScheduleA/PublicSupportPY509Pct00.31370
IRS990ScheduleA/PublicSupportTotal509Amt027100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06060
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011040
IRS990ScheduleA/Total509Grp/TotalAmt027100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07570
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt071303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 6,845. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 3,258. DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 10,964. TOTAL TO FORM 990-EZ, LINE 8: 21,067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIPS AWARDED. AMOUNT: 10,000. DESCRIPTION: ACCOUNT FEE AND MISCELLANEOUS. AMOUNT: 65. DESCRIPTION: NYS FILING FEE. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 10,115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 246,120. END OF YEAR AMOUNT: 264,324.
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09146312511
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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/AtSubmissionFilingDeviceId061BCB553AF0DB94432CBCD0AF19FC20D8631FE61
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.129.162.29
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:15:42
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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J ZAMBELLETTI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T14:07:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$266,573
Liabilities
$0
Net assets
$266,573
Revenue
$28,067
Expenses
$10,115
Net income
$17,952
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
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.28$0.10$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits