Civic Intelligence

William M Winters Scholarship Fund

990EZ • Fiscal year 2019 • EIN 20-4144575

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-498%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$3,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

3rd percentile

-93%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

222%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Flat

$6,988

Flat from 2019

Net Assets

$6,988

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Flat

$16,759

Flat from 2019

Expenses

Flat

$100,200

Flat from 2019

Net Income

Flat

-$83,441

Flat from 2019

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2019: $6,9882019Assets 2019: $6,988Liabilities 2019: $02019Assets 2020: $1,948Liabilities 2020: $02020

Highlighted filing

2019

Assets$6,988
Liabilities$0
Net Assets$6,988

Operations Trend

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 2019: $16,759Expenses 2019: $100,200Net Income 2019: -$83,4412019Revenue 2020: $0Expenses 2020: $5,040Net Income 2020: -$5,0402020

Highlighted filing

2019

Revenue$16,759
Expenses$100,200
Net Income-$83,441
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$16,759
Mission and Program Overview

Mission

Charitable purposes-scholarships for college tuition

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS$96,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL WALSHPresident,Treasurer,DirectorPT$3,000-$3,000
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
2020-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Jesson Oslin & Associates 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: 1,305. Description: long term capital gains. Amount: 15,454. Total included on form 990-ez, line 4: 16,759.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational and recreational. Grantee name: silver lake regional high school. Grantee address: 260 pembroke street kingston, ma 02364. Grantee relationship: none. Property description: scholarship funding . Date of gift: 06/13/19. Amount given: 96,000.

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

Description: bank charges. Amount: 120. Description: filing fees. Amount: 35. Total to form 990-ez, line 16: 155.

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

Description: unrealized loss mutual funds. Amount: -8,854.

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

Description: mutual fund investments. Beg. Of year amount: 98,742. End of year amount: 2,210.

Raw XML Appendix140 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/BOYAmt0541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04778
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-83441
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt099283
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06988
IRS990EZ/GrantsAndSimilarAmountsPaidAmt096000
IRS990EZ/GrossReceiptsAmt016759
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt016759
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099283
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099283
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06988
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03000
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,DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY AND DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt098742
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02210
IRS990EZ/OtherChangesInNetAssetsAmt0-8854
IRS990EZ/OtherExpensesTotalAmt0155
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE PURPOSES-SCHOLARSHIPS FOR COLLEGE TUITION
IRS990EZ/PrintingPublicationsPostageAmt0345
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt096000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt03000
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/TotalExpensesAmt0100200
IRS990EZ/TotalRevenueAmt016759
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016759
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01976
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030650
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.54150
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt030650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT EARNINGS. AMOUNT: 1,305. DESCRIPTION: LONG TERM CAPITAL GAINS. AMOUNT: 15,454. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 16,759.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL AND RECREATIONAL. GRANTEE NAME: SILVER LAKE REGIONAL HIGH SCHOOL. GRANTEE ADDRESS: 260 PEMBROKE STREET KINGSTON, MA 02364. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: SCHOLARSHIP FUNDING . DATE OF GIFT: 06/13/19. AMOUNT GIVEN: 96,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 120. DESCRIPTION: FILING FEES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS MUTUAL FUNDS. AMOUNT: -8,854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MUTUAL FUND INVESTMENTS. BEG. OF YEAR AMOUNT: 98,742. END OF YEAR AMOUNT: 2,210.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07818432230
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
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/AtSubmissionCreationDeviceId052A39A8ED9860E0004976B1C00DE630850C5958A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C087E2170A0198ED83E7B20B9D330DFA2F8801B6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.147.54.241
ReturnHeader/FilingSecurityInformation/IPDt02020-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:35:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043442418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JESSON OSLIN & ASSOCIATES 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/ReturnTs02020-11-03T15:16:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings