Civic Intelligence

The Peter Looser Scholarship Foundation C/O Pkf O'Connor Davies LLP

990EZ • Fiscal year 2015 • EIN 13-4134878

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 11, 2016

665 Fifth AvenueNew York, NY 10022-5305

(212) 286-2600

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2015 filings • NTEE T30 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.00x

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

2015 filings • NTEE T30 • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-190%

Higher net margin than 4% of similar nonprofits.

2015 filings • NTEE T30 • <$500k nonprofits • Source year 2015

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2015 filings • NTEE T30 • <$500k nonprofits • Source year 2015

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2015 filings • NTEE T30 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-62%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • NTEE T30 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$81,391

Down $9,529 (-10%) from 2014

Net Assets

Down

$81,391

Down $9,529 (-10%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$5,021

Down $8,213 (-62%) from 2014

Expenses

Down

$14,550

Down $22,460 (-61%) from 2014

Net Income

Up

-$9,529

Up $14,247 (+60%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $120,935Net Assets 2011: $120,9352011Assets 2012: $174,579Liabilities 2012: $0Net Assets 2012: $174,5792012Assets 2013: $114,696Liabilities 2013: $02013Assets 2014: $90,920Liabilities 2014: $0Net Assets 2014: $90,9202014Assets 2015: $81,391Liabilities 2015: $0Net Assets 2015: $81,3912015Assets 2016: $55,418Liabilities 2016: $0Net Assets 2016: $55,4182016Assets 2017: $96,556Liabilities 2017: $02017Assets 2018: $97,720Liabilities 2018: $0Net Assets 2018: $97,7202018Assets 2019: $98,637Liabilities 2019: $0Net Assets 2019: $98,6372019Assets 2020: $101,713Liabilities 2020: $0Net Assets 2020: $101,7132020Assets 2021: $105,166Liabilities 2021: $0Net Assets 2021: $105,1662021Assets 2022: $142,282Liabilities 2022: $0Net Assets 2022: $142,2822022Assets 2023: $161,205Liabilities 2023: $02023

Highlighted filing

2015

Assets$81,391
Liabilities$0
Net Assets$81,391

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $2,378Expenses 2011: $38,067Net Income 2011: -$35,6892011Revenue 2012: $59,232Expenses 2012: $5,588Net Income 2012: $53,6442012Revenue 2013: $19,012Expenses 2013: $78,895Net Income 2013: -$59,8832013Revenue 2014: $13,234Expenses 2014: $37,010Net Income 2014: -$23,7762014Revenue 2015: $5,021Expenses 2015: $14,550Net Income 2015: -$9,5292015Revenue 2016: $684Expenses 2016: $26,657Net Income 2016: -$25,9732016Revenue 2017: $70,288Expenses 2017: $29,150Net Income 2017: $41,1382017Revenue 2018: $67,819Expenses 2018: $66,655Net Income 2018: $1,1642018Revenue 2019: $54,961Expenses 2019: $54,044Net Income 2019: $9172019Revenue 2020: $61,886Expenses 2020: $58,810Net Income 2020: $3,0762020Revenue 2021: $51,445Expenses 2021: $47,055Net Income 2021: $4,3902021Revenue 2022: $63,141Expenses 2022: $26,025Net Income 2022: $37,1162022Revenue 2023: $63,655Expenses 2023: $44,732Net Income 2023: $18,9232023

Highlighted filing

2015

Revenue$5,021
Expenses$14,550
Net Income-$9,529
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$5,021
Mission and Program Overview

Mission

To support the education of children with financial needs and/or outstanding academic achievement.

To support the education of children with financial needs and/or outstanding academic achievement

Program Services

DescriptionGrantsExpenses
FUNDS TO SUPPORT THE EDUCATION OF CHILDREN WITH FINANCIAL NEEDS AND/OR OUTSTANDING ACADEMIC ACHIEVEMENT$14,500$14,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN KEANEPresident-$0--
RORY O'BRIENTrustee-$0--
THOMAS P DEVINE JRTrustee-$0--
JAMES GIANGRANDETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Peter M Looser Scholarship Foundation
EIN
13-4134878
Phone
2122862600
Address
665 FIFTH AVENUE, NEW YORK, NY 10022-5305

Signing Officer

Name
Kevin J Keane
Title
President
Phone
2122862600
Signed
2016-01-11
Discuss with paid preparer
Yes

Preparer

Firm
O'CONNOR DAVIES LLP
Address
500 MAMARONECK AVENUE, HARRISON, NY 10528-1633
Preparer
Garrett M Higgins
Phone
9143818900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest and dividends. Amount: 921.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: rutgers university. Grantee address: 57 us highway 1 new brunswick, nj 08901-8554. Amount given: 9,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: archbishop stepinac high school. Grantee address: 950 mamaroneck avenue white plains, ny 10605. Amount given: 5,500. Total included on form 990-ez, line 10: 14,500.

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

Description: filing fees. Amount: 50.

Raw XML Appendix158 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/BusinessNameLine1Txt0O'CONNOR DAVIES LLP
IRS990EZ/BooksInCareOfDetail/PhoneNum09143818900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 MAMARONECK AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARRISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010528
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090920
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081391
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04100
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9529
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090920
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081391
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014500
IRS990EZ/GrossReceiptsAmt05021
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0921
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090920
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081391
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090920
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081391
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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/PersonNm0KEVIN KEANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RORY O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS P DEVINE JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES GIANGRANDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION OF CHILDREN WITH FINANCIAL NEEDS AND/OR OUTSTANDING ACADEMIC ACHIEVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS TO SUPPORT THE EDUCATION OF CHILDREN WITH FINANCIAL NEEDS AND/OR OUTSTANDING ACADEMIC ACHIEVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014500
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/TotalExpensesAmt014550
IRS990EZ/TotalProgramServiceExpensesAmt014500
IRS990EZ/TotalRevenueAmt05021
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2012 AMOUNT: $ 700. 2013 AMOUNT: $ 615.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0113280
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0921
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01378
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03432
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0615
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0700
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01315
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90420
IRS990ScheduleA/PublicSupportPY170Pct00.91690
IRS990ScheduleA/PublicSupportTotal170Amt0106724
IRS990ScheduleA/SubstantialContributorsTotAmt06556
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0113280
IRS990ScheduleA/TotalSupportAmt0118027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST AND DIVIDENDS. AMOUNT: 921.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: RUTGERS UNIVERSITY. GRANTEE ADDRESS: 57 US HIGHWAY 1 NEW BRUNSWICK, NJ 08901-8554. AMOUNT GIVEN: 9,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: ARCHBISHOP STEPINAC HIGH SCHOOL. GRANTEE ADDRESS: 950 MAMARONECK AVENUE WHITE PLAINS, NY 10605. AMOUNT GIVEN: 5,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 14,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: FILING FEES. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN J KEANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02122862600
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER M LOOSER SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O O'CONNOR DAVIES LLP
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0134134878
ReturnHeader/Filer/PhoneNum02122862600
ReturnHeader/Filer/USAddress/AddressLine1Txt0665 FIFTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100225305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR DAVIES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 MAMARONECK AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105281633
ReturnHeader/PreparerPersonGrp/PhoneNum09143818900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRETT M HIGGINS
ReturnHeader/ReturnTs02016-01-21T14:51:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.61$0.00$0.64$0.45$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.63$0.26$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.51$0.47$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.62$0.59$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.55$0.54$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.68$0.67$0.01
2017Summary only. Only limited summary data is available for this year.$0.97$0.00$0.70$0.29$0.41
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.01$0.27$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.15$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.13$0.37$0.24
2013Summary only. Only limited summary data is available for this year.$1.15$0.00$0.19$0.79$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$0.59$0.06$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$1.21$0.02$0.38$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits