Civic Intelligence

William M Winters Scholarship Fund

990EZ • Fiscal year 2017 • EIN 20-4144575

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

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

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

96th percentile

76%

Higher net margin than 96% 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

60th percentile

8.2%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

94th percentile

130%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$104,652

Up $7,945 (+8.2%) from 2016

Net Assets

Up

$104,652

Up $7,945 (+8.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Up

$4,677

Up $2,646 (+130%) from 2016

Expenses

Down

$1,125

Down $2,654 (-70%) from 2016

Net Income

Up

$3,552

Up $5,300 (+303%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2017

Assets$104,652
Liabilities$0
Net Assets$104,652
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

2017

Revenue$4,677
Expenses$1,125
Net Income$3,552
Open 2017 Filing
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 Pay76th 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

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
$104,652
Liabilities
$0
Net assets
$104,652
Revenue
$4,677
Expenses
$1,125
Net income
$3,552
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