Civic Intelligence

North Middlesex Savings Charitable Foundation Inc

990PF • Fiscal year 2019 • EIN 20-1834861

Nov 01, 2018 to Oct 31, 2019 • Filed on Jan 29, 2020

Organization Profile
7 Main StreetAyer, MA 01432

(978) 487-1410

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

28th percentile

-9.0%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$105,274

Down $10,430 (-9.0%) from 2018

Net Assets

Down

$105,274

Down $10,430 (-9.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Up

$3,430

Up $357 (+12%) from 2018

Expenses

Down

$2,575

Down $35 (-1.3%) from 2018

Net Income

Up

$855

Up $392 (+85%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $94,206Liabilities 2010: $1,817Net Assets 2010: $92,3892010Assets 2011: $134,560Liabilities 2011: $7,992Net Assets 2011: $126,5682011Assets 2012: $141,732Liabilities 2012: $7,992Net Assets 2012: $133,7402012Assets 2013: $171,566Liabilities 2013: $7,832Net Assets 2013: $163,7342013Assets 2014: $164,576Liabilities 2014: $5,905Net Assets 2014: $158,6712014Assets 2015: $127,314Liabilities 2015: $3,000Net Assets 2015: $124,3142015Assets 2016: $125,603Liabilities 2016: $8,000Net Assets 2016: $117,6032016Assets 2017: $111,775Liabilities 2017: $0Net Assets 2017: $111,7752017Assets 2018: $115,704Liabilities 2018: $0Net Assets 2018: $115,7042018Assets 2019: $105,274Liabilities 2019: $0Net Assets 2019: $105,2742019Assets 2020: $97,566Liabilities 2020: $02020Assets 2021: $1,534,138Liabilities 2021: $0Net Assets 2021: $1,534,1382021Assets 2022: $1,497,911Liabilities 2022: $0Net Assets 2022: $1,497,9112022Assets 2023: $1,443,082Liabilities 2023: $0Net Assets 2023: $1,443,0822023Assets 2024: $2,159,114Liabilities 2024: $0Net Assets 2024: $2,159,1142024

Highlighted filing

2019

Assets$105,274
Liabilities$0
Net Assets$105,274
Open 2019 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $11,1352010Expenses 2011: $8,1652011Expenses 2012: $6,0502012Expenses 2013: $16,0352013Revenue 2014: $24,249Expenses 2014: $16,535Net Income 2014: $7,7142014Revenue 2015: -$25,843Expenses 2015: $8,035Net Income 2015: -$33,8782015Revenue 2016: $5,309Expenses 2016: $14,035Net Income 2016: -$8,7262016Revenue 2017: $2,904Expenses 2017: $8,035Net Income 2017: -$5,1312017Revenue 2018: $3,073Expenses 2018: $2,610Net Income 2018: $4632018Revenue 2019: $3,430Expenses 2019: $2,575Net Income 2019: $8552019Revenue 2020: -$60,629Expenses 2020: $3,220Net Income 2020: -$63,8492020Revenue 2021: $186,312Expenses 2021: $127,180Net Income 2021: $59,1322021Revenue 2022: $113,596Expenses 2022: $149,823Net Income 2022: -$36,2272022Revenue 2023: $122,667Expenses 2023: $177,496Net Income 2023: -$54,8292023Revenue 2024: $986,279Expenses 2024: $274,890Net Income 2024: $711,3892024

Highlighted filing

2019

Revenue$3,430
Expenses$2,575
Net Income$855
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Jan 29, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER J DWYER IVPresident/Director-$0--
DAVID J ELIADESSecretary/Director-$0--
PAUL D BRESNAHANDirector-$0--
CYNTHIA RUSSODirector-$0--
MURRAY W CLARKDirector-$0--
MICHAEL A NOBLETreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
North Middlesex Savings Charitable
EIN
20-1834861
Phone
9784871410
Address
7 MAIN STREET, AYER, MA 01432

Signing Officer

Name
Walter J Dwyer Iv
Title
President
Phone
9784871410
Signed
2020-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
155 SOUTH MAIN STREET SUITE 100, PROVIDENCE, RI 02903
Preparer
David St Yves
Phone
4014576700
Raw XML Appendix316 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/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0110384
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014357
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt096027
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01656
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALTER J DWYER IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID J ELIADES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAUL D BRESNAHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CYNTHIA RUSSO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MURRAY W CLARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MICHAEL A NOBLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TREASURER/DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27 MAIN STREET
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AYER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001432
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WALTER J DWYER IV
IRS990PF/StatementsRegardingActyGrp/PhoneNum09784871410
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PLEASE CONTACT FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WALTER J DWYER IV
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09787723306
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07 AYER STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0AYER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001432
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANT WILL BE MADE TO 501(C)(3) PUBLIC CHARITIES LOCATED IN THE GREATER NORTHERN MIDDLESEX COUNTY, MASSACHUSETTS AREA OR THAT CONTRIBUTE TO THE COMMUNITIES LOCATED IN THE GREATER NORTHERN MIDDLESEX COUNTY AREA AND TO THE WELFARE OF THE PEOPLE AND INSTITUTIONS OF THESE COMMUNITIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01958
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08285
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02918
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07924
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0772
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013572
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018939
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011285
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS ON SECURITIES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER J DWYER IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09784871410
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH MIDDLESEX SAVINGS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0201834861
ReturnHeader/Filer/PhoneNum09784871410
ReturnHeader/Filer/USAddress/AddressLine1Txt07 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0AYER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001432
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 SOUTH MAIN STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014576700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID ST YVES
ReturnHeader/ReturnTs02020-02-04T16:57:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$105,274
Liabilities
$0
Net assets
$105,274
Revenue
$3,430
Expenses
$2,575
Net income
$855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.99$0.27$0.71
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.18$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.19$0.13$0.06
2020Summary only. Only limited summary data is available for this year.$0.10$0.00$0.06$0.00$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.01$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.12$0.03$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.01$0.16$0.02$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.16$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.13$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01