Civic Intelligence

Wcdsa Charitable Foundation Inc

990EZ • Fiscal year 2020 • EIN 20-3013209

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

240 Main StreetWorcester, MA 01608

(508) 752-1100

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

70th percentile

21%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

138%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

195%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$18,654

Up $10,822 (+138%) from 2019

Net Assets

Up

$18,654

Up $10,822 (+138%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$52,298

Up $34,574 (+195%) from 2019

Expenses

Up

$41,476

Up $9,519 (+30%) from 2019

Net Income

Up

$10,822

Up $25,055 (+176%) from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0-$10KAssets 2016: $12,643Net Assets 2016: $12,6432016Assets 2017: $18,252Net Assets 2017: $18,2522017Assets 2018: $22,065Net Assets 2018: $22,0652018Assets 2019: $7,832Net Assets 2019: $7,8322019Assets 2020: $18,654Net Assets 2020: $18,6542020Assets 2021: $8,434Net Assets 2021: $8,4342021Assets 2022: $1,799Liabilities 2022: $2,269Net Assets 2022: -$4702022Assets 2024: $3,683Net Assets 2024: $3,6832024

Highlighted filing

2020

Assets$18,654
Liabilities-
Net Assets$18,654

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $51,433Expenses 2016: $41,134Net Income 2016: $10,2992016Revenue 2017: $88,340Expenses 2017: $82,731Net Income 2017: $5,6092017Revenue 2018: $69,651Expenses 2018: $65,838Net Income 2018: $3,8132018Revenue 2019: $17,724Expenses 2019: $31,957Net Income 2019: -$14,2332019Revenue 2020: $52,298Expenses 2020: $41,476Net Income 2020: $10,8222020Revenue 2021: $44,270Expenses 2021: $54,490Net Income 2021: -$10,2202021Revenue 2022: $24,701Expenses 2022: $33,605Net Income 2022: -$8,9042022Revenue 2024: $32,095Expenses 2024: $30,086Net Income 2024: $2,0092024

Highlighted filing

2020

Revenue$52,298
Expenses$41,476
Net Income$10,822
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Gross Receipts
$52,298
Mission and Program Overview

Mission

To create, raise and administer a fund that will provide financial resources to help meet the health, educational, social welfare, cultural and civic needs of the people of worcester county including but not limited to: charitable & educational institutions; promotion of education, health & safety; for scientific research;

Program Services

DescriptionGrantsExpenses
The Organization's funds supported the programs of over twenty charitable and community organizations. Programs supported during 2020 included educational,health, science, social welfare and safety and, community outreach. In addition, the Organization sponsoreda coat drive which provided hundreds of families with protective winter outerwear.$12,000$36,064
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC DIPIETRODirector-$0--
MICHAEL PANTOSDirector-$0--
JOSEPH M CAPONEExecutive Director-$0--
SARAH KONTAXITreasurer/Clerk-$0--
PAUL ZEKOSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Wcdsa Charitable Foundation Inc
EIN
20-3013209
Phone
5087521100
Address
240 MAIN STREET, WORCESTER, MA 01608

Signing Officer

Name
Sarah Kontaxi
Title
Treasurer/clerk
Phone
5087521100
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Susan E Ritchotte CPA
Address
499 HARTFORD AVENUE EAST, UXBRIDGE, MA 01569
Preparer
Susan E Ritchotte CPA
Phone
5087790814
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

OTHER INCOME

Form 990EZ, Part I, Line 16

DONATIONS - OTHER 4076.

Form 990EZ, Part I, Line 16

Office supplies and expenses 874.

Form 990EZ, Part I, Line 16

TELEPHONE/INTERNET 465.

Form 990EZ, Part I, Line 16

COAT DRIVE COSTS 31988.

Form 990EZ, Part I, Line 16

Depreciation 283.

Form 990EZ, Part I, Line 16

POSTAGE 12.

Form 990EZ, Part II, Line 24

Computer equipment 424. 141.

Raw XML Appendix193 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH KONTAXI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL ZEKOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER/CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO CREATE, RAISE AND ADMINISTER A FUND THAT WILL PROVIDE FINANCIAL RESOURCES TO HELP MEET THE HEALTH, EDUCATIONAL, SOCIAL WELFARE, CULTURAL AND CIVIC NEEDS OF THE PEOPLE OF WORCESTER COUNTY INCLUDING BUT NOT LIMITED TO: CHARITABLE & EDUCATIONAL INSTITUTIONS; PROMOTION OF EDUCATION, HEALTH & SAFETY; FOR SCIENTIFIC RESEARCH;
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization's funds supported the programs of over twenty charitable and community organizations. Programs supported during 2020 included educational,health, science, social welfare and safety and, community outreach. In addition, the Organization sponsoreda coat drive which provided hundreds of families with protective winter outerwear.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012000
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS - OTHER 4076.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE SUPPLIES AND EXPENSES 874.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE/INTERNET 465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COAT DRIVE COSTS 31988.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation 283.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POSTAGE 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMPUTER EQUIPMENT 424. 141.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH KONTAXI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/CLERK
ReturnHeader/BusinessOfficerGrp/PhoneNum05087521100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WCDSA CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WCDS
ReturnHeader/Filer/EIN0203013209
ReturnHeader/Filer/PhoneNum05087521100
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUSAN E RITCHOTTE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0499 HARTFORD AVENUE EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UXBRIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum05087790814
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN E RITCHOTTE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-10T17:17:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KONTAXI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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