Civic Intelligence

William M Winters Scholarship Fund

EIN 20-4144575 • 501(c)3 • Abington, MA

Profile

Charitable purposes-scholarships for college tuition

Refreshing map…

65 Pattison StreetAbington, MA 02351
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

83rd percentile

$4,000

Higher top officer pay than 83% of similar nonprofits.

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

Asset Growth

15th percentile

-72%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,948

Down $5,040 (-72%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $16,759 (-100%) from 2019

Expenses

Down

$5,040

Down $95,160 (-95%) from 2019

Net Income

Up

-$5,040

Up $78,401 (+94%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2015: $93,950Liabilities 2015: $0Net Assets 2015: $93,9502015Assets 2016: $96,707Liabilities 2016: $0Net Assets 2016: $96,7072016Assets 2017: $104,652Liabilities 2017: $0Net Assets 2017: $104,6522017Assets 2018: $99,283Liabilities 2018: $0Net Assets 2018: $99,2832018Assets 2019: $6,988Liabilities 2019: $02019Assets 2020: $1,948Liabilities 2020: $02020

Highlighted filing

2020

Assets$1,948
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2015: $1,976Expenses 2015: $7,038Net Income 2015: -$5,0622015Revenue 2016: $2,031Expenses 2016: $3,779Net Income 2016: -$1,7482016Revenue 2017: $4,677Expenses 2017: $1,125Net Income 2017: $3,5522017Revenue 2018: $5,206Expenses 2018: $945Net Income 2018: $4,2612018Revenue 2019: $16,759Expenses 2019: $100,200Net Income 2019: -$83,4412019Revenue 2020: $0Expenses 2020: $5,040Net Income 2020: -$5,0402020

Highlighted filing

2020

Revenue$0
Expenses$5,040
Net Income-$5,040
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1,948
Liabilities
$0
Net assets
-
Revenue
$0
Expenses
$5,040
Net income
-$5,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.05$0.05
2019Summary only. Only limited summary data is available for this year.$0.07$0.00$0.17$1.00$0.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.05$0.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.01$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.02$0.04$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.02$0.07$0.05
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 13, 2018
Return Version
2017v2.2
Gross Receipts
$4,677
Mission and Program Overview

Mission

Charitable purposes-scholarships for college tuition

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS$0$0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL WALSHPresident,Treasurer,Direct-$0--
SUSAN VARRIEURSecretary And Director-$0--
Filing and Contact Details

Filer

Filer Name
William M Winters Scholarship Fund
EIN
20-4144575
Phone
7818432230
Address
65 PATTISON STREET, ABINGTON, MA 02351

Signing Officer

Name
Paul Walsh
Title
President
Phone
7818432230
Signed
2018-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Gosule Butkus & Jesson Llp
Address
480 ADAMS STREET, MILTON, MA 02186
Preparer
James L Oslin CPA
Phone
6176983950
Supplemental Narrative

Additional Explanations

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

“Description: investment earnings. Amount: 1,856. Description: investment earnings - cap gain dividends. Amount: 2,821 total included on form 990-ez, line 4: 4,677.”

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

“Description: bank charges. Amount: 45. Description: filing fees. Amount: 35. Total to form 990-ez, line 16: 80.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain mutual funds. Amount: 4,393.”

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

“Description: mutual fund investments. Beg. Of year amount: 94,156. End of year amount: 103,227.”

Raw XML Appendix138 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/PersonNm0PAUL WALSH PRESIDENT AND TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07818432230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt065 PATTISON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ABINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002351
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02551
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01425
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03552
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01045
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096707
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0104652
IRS990EZ/GrossReceiptsAmt04677
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04677
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096707
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0104652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096707
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0104652
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN VARRIEUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT,TREASURER,DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY AND DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt094156
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0103227
IRS990EZ/OtherChangesInNetAssetsAmt04393
IRS990EZ/OtherExpensesTotalAmt080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE PURPOSES-SCHOLARSHIPS FOR COLLEGE TUITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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/TotalExpensesAmt01125
IRS990EZ/TotalRevenueAmt04677
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02881
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014610
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57790
IRS990ScheduleA/PublicSupportPY170Pct00.72170
IRS990ScheduleA/PublicSupportTotal170Amt020000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020000
IRS990ScheduleA/TotalSupportAmt034610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT EARNINGS. AMOUNT: 1,856. DESCRIPTION: INVESTMENT EARNINGS - CAP GAIN DIVIDENDS. AMOUNT: 2,821 TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,677.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 45. DESCRIPTION: FILING FEES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN MUTUAL FUNDS. AMOUNT: 4,393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MUTUAL FUND INVESTMENTS. BEG. OF YEAR AMOUNT: 94,156. END OF YEAR AMOUNT: 103,227.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07818432230
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM M WINTERS SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0204144575
ReturnHeader/Filer/PhoneNum07818432230
ReturnHeader/Filer/USAddress/AddressLine1Txt065 PATTISON STREET
ReturnHeader/Filer/USAddress/CityNm0ABINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002351
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06377D4B8A4486F5D694FFACE4B0810749B29DA94
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C087E2170A0198ED83E7B20B9D330DFA2F8801B6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.147.54.241
ReturnHeader/FilingSecurityInformation/IPDt02018-06-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:28:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043442418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOSULE BUTKUS & JESSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0480 ADAMS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002186
ReturnHeader/PreparerPersonGrp/PhoneNum06176983950
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L OSLIN CPA
ReturnHeader/ReturnTs02018-06-25T11:58:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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