Civic Intelligence

Dan Trant Scholarship Fund Inc

990EZ • Fiscal year 2017 • EIN 20-1303256

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
P O Box 2233Westfield, MA 01086-2233

(413) 562-3916

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

1.6%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-1.8%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$64,194

Up $1,019 (+1.6%) from 2016

Net Assets

Up

$64,194

Up $1,019 (+1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin80th percentile

Revenue

Down

$4,116

Down $74 (-1.8%) from 2016

Expenses

Up

$3,097

Up $4 (+0.1%) from 2016

Net Income

Down

$1,019

Down $78 (-7.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$80K$60K$40K$20K$0Assets 2010: $59,272Liabilities 2010: $0Net Assets 2010: $59,2722010Assets 2011: $67,636Liabilities 2011: $0Net Assets 2011: $67,6362011Assets 2012: $61,160Liabilities 2012: $0Net Assets 2012: $61,1602012Assets 2013: $63,242Liabilities 2013: $0Net Assets 2013: $63,2422013Assets 2014: $62,601Liabilities 2014: $0Net Assets 2014: $62,6012014Assets 2015: $62,078Liabilities 2015: $0Net Assets 2015: $62,0782015Assets 2016: $63,175Liabilities 2016: $0Net Assets 2016: $63,1752016Assets 2017: $64,194Liabilities 2017: $0Net Assets 2017: $64,1942017Assets 2018: $64,194Liabilities 2018: $0Net Assets 2018: $64,1942018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$64,194
Liabilities$0
Net Assets$64,194
Open 2017 Filing

Operations Trend

Revenue Growth45th percentile

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

$100K$50K$0-$50K-$100KRevenue 2010: $4,988Expenses 2010: $4,304Net Income 2010: $6842010Revenue 2011: $13,486Expenses 2011: $5,122Net Income 2011: $8,3642011Revenue 2012: $237Expenses 2012: $6,713Net Income 2012: -$6,4762012Revenue 2013: $6,986Expenses 2013: $4,904Net Income 2013: $2,0822013Revenue 2014: $2,467Expenses 2014: $3,108Net Income 2014: -$6412014Revenue 2015: $2,572Expenses 2015: $3,095Net Income 2015: -$5232015Revenue 2016: $4,190Expenses 2016: $3,093Net Income 2016: $1,0972016Revenue 2017: $4,116Expenses 2017: $3,097Net Income 2017: $1,0192017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $64,194Net Income 2019: -$64,1942019

Highlighted filing

2017

Revenue$4,116
Expenses$3,097
Net Income$1,019
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$4,116
Mission and Program Overview

Mission

Provide scholarships to student athlete graduates of westfield high school

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS$3,000$3,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW J TRANTPresident, Director-$0--
MARY C TRANTDirector-$0--
THOMAS K TRANTTreasurer, Clerk, Director-$0--
Filing and Contact Details

Filer

Filer Name
Dan Trant Scholarship Fund Inc
EIN
20-1303256
Phone
4135623916
Address
P O BOX 2233, WESTFIELD, MA 01086-2233

Signing Officer

Name
Thomas K Trant
Title
Treasurer & Clerk
Phone
4135623916
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Meyers Brothers Kalicka Pc
Address
330 WHITNEY AVE SUITE 800, HOLYOKE, MA 01040
Preparer
Kristina Drzal Houghton
Phone
4135368510
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 116.”

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

“Activity classification: post-secondary educational scholarship. Grantee name: jon huntley. Grantee relationship: none. Date of gift: 05/31/17. Amount given: 1,800.”

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

“Activity classification: post-secondary educational scholarship. Grantee name: eliz poteat. Grantee relationship: none. Date of gift: 05/31/17. Amount given: 1,200. Total included on form 990-ez, line 10: 3,000.”

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

“Description: filing fees. Amount: 35.”

Raw XML Appendix156 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/BusinessNameLine1Txt0THOMAS K TRANT
IRS990EZ/BooksInCareOfDetail/PhoneNum04135648200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt053 YANKEE CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063175
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064194
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt04000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01019
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063175
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064194
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt04116
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0116
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063175
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064194
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063175
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064194
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW J TRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY C TRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS K TRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER, CLERK, DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS TO STUDENT ATHLETE GRADUATES OF WESTFIELD HIGH SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt062
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03097
IRS990EZ/TotalProgramServiceExpensesAmt03000
IRS990EZ/TotalRevenueAmt04116
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION IS IN THE PROCESS OF DISSOLVING.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0116
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0467
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0160
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01405
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt015720
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.14150
IRS990ScheduleA/PublicSupportPY170Pct00.16170
IRS990ScheduleA/PublicSupportTotal170Amt02239
IRS990ScheduleA/SubstantialContributorsTotAmt012176
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02315
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014415
IRS990ScheduleA/TotalSupportAmt015820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: POST-SECONDARY EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: JON HUNTLEY. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/31/17. AMOUNT GIVEN: 1,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: POST-SECONDARY EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: ELIZ POTEAT. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/31/17. AMOUNT GIVEN: 1,200. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: FILING FEES. AMOUNT: 35.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS K TRANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & CLERK
ReturnHeader/BusinessOfficerGrp/PhoneNum04135623916
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAN TRANT SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0DANT
ReturnHeader/Filer/EIN0201303256
ReturnHeader/Filer/PhoneNum04135623916
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2233
ReturnHeader/Filer/USAddress/CityNm0WESTFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0010862233
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B06821AE5FDF4F3690A71246FB840FEB8EC897C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05F4CBDCC106A8A3009941DE7CA21FA9945174D58
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.91.134.109
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:40:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042713795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEYERS BROTHERS KALICKA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 WHITNEY AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLYOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001040
ReturnHeader/PreparerPersonGrp/PhoneNum04135368510
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA DRZAL HOUGHTON
ReturnHeader/ReturnTs02018-11-15T15:27:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,194
Liabilities
$0
Net assets
$64,194
Revenue
$4,116
Expenses
$3,097
Net income
$1,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$64.2$64.2
2018Detailed filing. Detailed filing data is available for this year.$64.2$0.00$64.2$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$64.2$0.00$64.2$4.12$3.10$1.02
2016Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$4.19$3.09$1.10
2015Detailed filing. Detailed filing data is available for this year.$62.1$0.00$62.1$2.57$3.10$0.52
2014Detailed filing. Detailed filing data is available for this year.$62.6$0.00$62.6$2.47$3.11$0.64
2013Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$6.99$4.90$2.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.2$0.00$61.2$0.24$6.71$6.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.6$0.00$67.6$13.5$5.12$8.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.3$0.00$59.3$4.99$4.30$0.68