Civic Intelligence

The Wareham Library Foundation Inc

990EZ • Fiscal year 2018 • EIN 20-8311335

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 27, 2018

PO Box 485East Wareham, MA 02538

(508) 759-3722

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$380,965

Up $35,857 (+10%) from 2017

Net Assets

Up

$380,965

Up $35,857 (+10%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$61,393

Down $15,368 (-20%) from 2017

Expenses

Up

$52,970

Up $16,547 (+45%) from 2017

Net Income

Down

$8,423

Down $31,915 (-79%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $200,311Liabilities 2011: $625Net Assets 2011: $199,6862011Assets 2012: $186,285Liabilities 2012: $640Net Assets 2012: $185,6452012Assets 2013: $198,498Liabilities 2013: $650Net Assets 2013: $197,8482013Assets 2014: $181,156Liabilities 2014: $594Net Assets 2014: $180,5622014Assets 2015: $189,603Net Assets 2015: $189,6032015Assets 2016: $275,258Net Assets 2016: $275,2582016Assets 2017: $345,108Net Assets 2017: $345,1082017Assets 2018: $380,965Net Assets 2018: $380,9652018Assets 2019: $396,168Liabilities 2019: $0Net Assets 2019: $396,1682019Assets 2020: $340,699Net Assets 2020: $340,6992020Assets 2021: $506,574Liabilities 2021: $0Net Assets 2021: $506,5742021Assets 2022: $445,231Liabilities 2022: $0Net Assets 2022: $445,2312022Assets 2023: $524,233Liabilities 2023: $0Net Assets 2023: $524,2332023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $130,290Net Assets 2025: $130,2902025

Highlighted filing

2018

Assets$380,965
Liabilities-
Net Assets$380,965

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $15,042Expenses 2011: $34,959Net Income 2011: -$19,9172011Revenue 2012: $20,756Expenses 2012: $25,332Net Income 2012: -$4,5762012Revenue 2013: $18,262Expenses 2013: $24,960Net Income 2013: -$6,6982013Revenue 2014: $43,758Expenses 2014: $77,081Net Income 2014: -$33,3232014Revenue 2015: $28,434Expenses 2015: $16,794Net Income 2015: $11,6402015Revenue 2016: $122,884Expenses 2016: $39,579Net Income 2016: $83,3052016Revenue 2017: $76,761Expenses 2017: $36,423Net Income 2017: $40,3382017Revenue 2018: $61,393Expenses 2018: $52,970Net Income 2018: $8,4232018Revenue 2019: $71,552Expenses 2019: $56,349Net Income 2019: $15,2032019Revenue 2020: $26,680Expenses 2020: $38,638Net Income 2020: -$11,9582020Revenue 2021: $96,679Expenses 2021: $15,385Net Income 2021: $81,2942021Revenue 2022: $59,079Expenses 2022: $84,333Net Income 2022: -$25,2542022Revenue 2023: $170,339Expenses 2023: $137,084Net Income 2023: $33,2552023Revenue 2024: $115,460Expenses 2024: $37,625Net Income 2024: $77,8352024Revenue 2025: $111,773Expenses 2025: $63,027Net Income 2025: $48,7462025

Highlighted filing

2018

Revenue$61,393
Expenses$52,970
Net Income$8,423
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 27, 2018
Return Version
2017v2.2
Gross Receipts
$66,366
Mission and Program Overview

Mission

To Provide Educational Services which will enhance and supplement the programs and activities of the libraries within the Town of Wareham,Massachusetts

Program Services

DescriptionGrantsExpenses
To provide financial support to two affiliated libraries in order to promote reading skills and to provide reading and educational materials.-$48,833
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH WILEYPresidentPT$0--
JAMES MENDESTreasurerPT$0--
PATRICIA NORTONClerkPT$0--
KERRY MELLOVice PresidentPT$0--
ROBERT BROUSSEAUDirectorPT$0--
ELIESE CATARIUSDirectorPT$0--
TRACEY DENTONDirectorPT$0--
MARCINE FERNANDESDirectorPT$0--
PRISCILLA PORTERDirectorPT$0--
HAZEL TABERDirectorPT$0--
MARY NYMANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Wareham Library Foundation Inc
EIN
20-8311335
Phone
5087593722
Address
PO Box 485, East Wareham, MA 02538

Signing Officer

Name
James Mendes
Title
Treasurer
Phone
5087593722
Signed
2018-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Accurate Accounting & Tax Services
Address
66 Cambridge Street, Middleboro, MA 02346-2004
Preparer
Charles Soule
Phone
5089470388
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Grants & Donations 48833.

Form 990EZ, Part I, Line 16

Merchant Bankcard Fees 986.

Form 990EZ, Part I, Line 16

State Filing Fees 50.

Form 990EZ, Part I, Line 16

Membership 280.

Form 990EZ, Part I, Line 16

Miscellaneous 140.

Form 990EZ, Part I, Line 16

Transfer 500.

Form 990EZ, Part I, Line 20

Net Gain on Investments 26965.

Form 990EZ, Part I, Line 20

Transfer to Open New Account 469.

Form 990EZ, Part II, Line 24

Investments 295518. 322483.

Form 990EZ, Part II, Line 24

Other Depreciable Assets 14224. 14224.

Form 990EZ, Part II, Line 26

Accounts Payable 0. 0.

Raw XML Appendix199 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05087593722
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Buzzards Bay
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002532
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035366
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0345108
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0380965
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0345108
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0380965
IRS990EZ/OccupancyRentUtltsAndMaintAmt02006
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH WILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES MENDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA NORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERRY MELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT BROUSSEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIESE CATARIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TRACEY DENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARCINE FERNANDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PRISCILLA PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9HAZEL TABER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARY NYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0309742
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0336707
IRS990EZ/OtherChangesInNetAssetsAmt027434
IRS990EZ/OtherExpensesTotalAmt050789
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide financial support to two affiliated libraries in order to promote reading skills and to provide reading and educational materials.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048833
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04973
IRS990EZ/SpecialEventsNetIncomeLossAmt010340
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052970
IRS990EZ/TotalProgramServiceExpensesAmt048833
IRS990EZ/TotalRevenueAmt061393
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt072442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0117139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0287022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85450
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.82490
IRS990ScheduleA/PublicSupportTotal170Amt0287022
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt072442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0117139
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025926
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020462
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0287022
IRS990ScheduleA/TotalSupportAmt0335876
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt010340
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt04319
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt012195
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt02508
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt019492
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt048854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants & Donations 48833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Merchant Bankcard Fees 986.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2State Filing Fees 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Membership 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous 140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Transfer 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Net Gain on Investments 26965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Transfer to Open New Account 469.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Investments 295518. 322483.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other Depreciable Assets 14224. 14224.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MENDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05087593722
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Wareham Library Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WARE
ReturnHeader/Filer/EIN0208311335
ReturnHeader/Filer/PhoneNum05087593722
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 485
ReturnHeader/Filer/USAddress/CityNm0East Wareham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002538
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.17.7.42
ReturnHeader/FilingSecurityInformation/IPDt02018-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:47:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accurate Accounting & Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 Cambridge Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Middleboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0023462004
ReturnHeader/PreparerPersonGrp/PhoneNum05089470388
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES SOULE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-27T10:47:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.12$0.63$0.49
2024Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$1.15$0.38$0.78
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.00$5.24$1.70$1.37$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.59$0.84$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.97$0.15$0.81
2020Detailed filing. Detailed filing data is available for this year.$3.41$3.41$0.27$0.39$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.72$0.56$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.81$3.81$0.61$0.53$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$3.45$0.77$0.36$0.40
2016Detailed filing. Detailed filing data is available for this year.$2.75$2.75$1.23$0.40$0.83
2015Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.28$0.17$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.81$0.44$0.77$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.01$1.98$0.18$0.25$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.01$1.86$0.21$0.25$0.05
2011Summary only. Only limited summary data is available for this year.$2.00$0.01$2.00$0.15$0.35$0.20