Civic Intelligence

William M Winters Scholarship Fund

990EZ • Fiscal year 2015 • EIN 20-4144575

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

Organization ProfileN/A

Refreshing map…

65 Pattison StreetAbington, MA 02351

(781) 843-2230

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-256%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

$93,950

No earlier filing loaded for comparison.

Net Assets

$93,950

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin2nd percentile

Revenue

$1,976

No earlier filing loaded for comparison.

Expenses

$7,038

No earlier filing loaded for comparison.

Net Income

-$5,062

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2015

Assets$93,950
Liabilities$0
Net Assets$93,950
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$1,976
Expenses$7,038
Net Income-$5,062
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.1
Gross Receipts
$1,976
Mission and Program Overview

Mission

Charitable purposes-scholarships for college tuition

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS$0$5,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL WALSHPresident-$0--
GERARD A TREPANIER JR DOD 1116Treasurer-$0--
SUSAN VARRIEURSecretary-$0--
WILLIAM CLAWSONDirector-$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
2016-08-09
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: mfs mutual funds. Amount: 1,976.”

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

“Description: scholarship expense. Amount: 5,500. Description: filing fees. Amount: 52. Description: office. Amount: 64. Description: bank charges. Amount: 105. Total to form 990-ez, line 16: 5,721.”

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

“Description: unrealized gain mfs mutual funds. Amount: 2,437.”

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

“Description: mfs mutual funds. Beg. Of year amount: 83,207. End of year amount: 87,619.”

Raw XML Appendix153 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0PAUL WALSH PRESIDENT
IRS990EZ/BooksInCareOfDetail/PhoneNum07818432230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt065 PATTISON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ABINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002351
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013368
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06331
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5062
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01317
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096575
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093950
IRS990EZ/GrossReceiptsAmt01976
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01976
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096575
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093950
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096575
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt093950
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/PersonNm0PAUL WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GERARD A TREPANIER JR DOD 1116
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN VARRIEUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM CLAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt083207
IRS990EZ/OtherAssetsTotalDetail/EOYAmt087619
IRS990EZ/OtherChangesInNetAssetsAmt02437
IRS990EZ/OtherExpensesTotalAmt05721
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/ProgramServiceExpensesAmt05500
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/TotalExpensesAmt07038
IRS990EZ/TotalProgramServiceExpensesAmt05500
IRS990EZ/TotalRevenueAmt01976
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt051992
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02881
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02784
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03921
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014605
IRS990ScheduleA/InvestmentIncomePYPct00.13000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78070
IRS990ScheduleA/PublicSupportPY509Pct00.87000
IRS990ScheduleA/PublicSupportTotal170Amt051992
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019017
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt051992
IRS990ScheduleA/TotalSupportAmt066597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MFS MUTUAL FUNDS. AMOUNT: 1,976.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIP EXPENSE. AMOUNT: 5,500. DESCRIPTION: FILING FEES. AMOUNT: 52. DESCRIPTION: OFFICE. AMOUNT: 64. DESCRIPTION: BANK CHARGES. AMOUNT: 105. TOTAL TO FORM 990-EZ, LINE 16: 5,721.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN MFS MUTUAL FUNDS. AMOUNT: 2,437.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MFS MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 83,207. END OF YEAR AMOUNT: 87,619.
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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07818432230
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-09
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/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/ReturnTs02016-08-15T10:38:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,950
Liabilities
$0
Net assets
$93,950
Revenue
$1,976
Expenses
$7,038
Net income
-$5,062
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
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.02$0.07$0.05