Civic Intelligence

Robert H Ahern Scholarship Trust 1-0599 C/O David Rosenberg

990 • Fiscal year 2016 • EIN 22-2622425

Jun 01, 2015 to May 31, 2016 • Filed on Mar 08, 2017

Organization ProfileN/A
Woburn Foreign Motors PO Box 2217Woburn, MA 01801

(617) 345-7049

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.06x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

50th percentile

2.2%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

50th percentile

1.2%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

2.7%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,093,499

Up $12,511 (+1.2%) from 2015

Net Assets

Up

$1,062,844

Up $11,201 (+1.1%) from 2015

Liabilities

Up

$30,655

Up $1,310 (+4.5%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin50th percentile

Revenue

Up

$508,821

Up $13,356 (+2.7%) from 2015

Expenses

Up

$497,620

Up $5,202 (+1.1%) from 2015

Net Income

Up

$11,201

Up $8,154 (+268%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,282,648Liabilities 2011: $10,250Net Assets 2011: $1,272,3982011Assets 2012: $1,121,942Liabilities 2012: $20,500Net Assets 2012: $1,101,4422012Assets 2013: $1,167,078Liabilities 2013: $26,192Net Assets 2013: $1,140,8862013Assets 2014: $1,074,470Liabilities 2014: $25,874Net Assets 2014: $1,048,5962014Assets 2015: $1,080,988Liabilities 2015: $29,345Net Assets 2015: $1,051,6432015Assets 2016: $1,093,499Liabilities 2016: $30,655Net Assets 2016: $1,062,8442016Assets 2017: $1,089,613Liabilities 2017: $25,625Net Assets 2017: $1,063,9882017Assets 2018: $1,147,226Liabilities 2018: $39,000Net Assets 2018: $1,108,2262018Assets 2019: $1,153,808Liabilities 2019: $25,025Net Assets 2019: $1,128,7832019Assets 2020: $1,099,487Liabilities 2020: $38,824Net Assets 2020: $1,060,6632020Assets 2021: $1,061,273Liabilities 2021: $40,125Net Assets 2021: $1,021,1482021Assets 2022: $1,009,293Liabilities 2022: $28,125Net Assets 2022: $981,1682022Assets 2023: $970,375Liabilities 2023: $21,625Net Assets 2023: $948,7502023Assets 2025: $996,803Liabilities 2025: $22,927Net Assets 2025: $973,8762025

Highlighted filing

2016

Assets$1,093,499
Liabilities$30,655
Net Assets$1,062,844
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $525,9422011Expenses 2012: $576,2352012Expenses 2013: $500,8222013Revenue 2014: $464,180Expenses 2014: $556,470Net Income 2014: -$92,2902014Revenue 2015: $495,465Expenses 2015: $492,418Net Income 2015: $3,0472015Revenue 2016: $508,821Expenses 2016: $497,620Net Income 2016: $11,2012016Revenue 2017: $521,511Expenses 2017: $520,367Net Income 2017: $1,1442017Revenue 2018: $500,784Expenses 2018: $456,546Net Income 2018: $44,2382018Revenue 2019: $464,072Expenses 2019: $443,515Net Income 2019: $20,5572019Revenue 2020: $376,390Expenses 2020: $444,511Net Income 2020: -$68,1212020Revenue 2021: $419,072Expenses 2021: $458,587Net Income 2021: -$39,5152021Revenue 2022: $380,548Expenses 2022: $420,528Net Income 2022: -$39,9802022Revenue 2023: $383,352Expenses 2023: $415,770Net Income 2023: -$32,4182023Revenue 2025: $458,235Expenses 2025: $484,655Net Income 2025: -$26,4202025

Highlighted filing

2016

Revenue$508,821
Expenses$497,620
Net Income$11,201
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Mar 8, 2017
Return Version
2015v3.0
Gross Receipts
$508,821
Mission and Program Overview

Mission

The trust funds educational scholarships for suitably qualified recipients who are family members of employees of any of the dealers that are members of the new england toyota dealers advertising association, inc.

Awarding educational scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,044,108$1,049,009▲ $4,901
Pledges and Grants Receivable$36,880$44,490▲ $7,610
Total Assets$1,080,988$1,093,499▲ $12,511
Liabilities
Accounts Payable and Accrued Expenses$29,345$30,655▲ $1,310
Total Liabilities$29,345$30,655▲ $1,310
Net Assets / Fund Balance
Unrestricted Net Assets$1,051,643$1,062,844▲ $11,201
Total Net Assets Fund Balance$1,051,643$1,062,844▲ $11,201
Total Liabilities and Net Assets / Fund Balance$1,080,988$1,093,499▲ $12,511
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
George Albrecht Co Woburn Foreign MPresident
Debbie Dube Reed Co Bill Dube ToyotTrustee
Edward Tarbox Co Tarbox ToyotaTrustee
George Grey Jr Co Lexington ToyotaTrustee
Larraine CataldoTrustee
Thomas Murphy Sr Co Falmouth ToyotaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$505,780
Program Service Revenue
$0
Investment Income
$3,041
Other Revenue
$0
All Other Contributions
$505,780
Change in Net Assets
$11,201

Audited Revenue Reconciliation

Revenue per Audited Statements
$508,821
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$508,821
Total Revenue per Form 990
$508,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$469,353
Other Expenses$28,267
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$469,353--$469,353
Fees for Services Accounting-$15,280-$15,280
Other Expenses-$250-$250
Office Expenses-$86-$86
Total Functional Expenses$469,353$28,267$0$497,620

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$497,620
Total Expenses per Audited Statements$497,620
Total Expenses per Form 990$497,620
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Trustees may elect one or more members of the governing body.”

Form 990, Part VI, Section A, Line 7B

“Any decision of the governing body must be approved by the trustees.”

Form 990, Part VI, Section A, Line 8A

“No minutes were kept of the meetings held by the board to approve scholarships. Full records are kept of all candidates and each record indicates if candidate was awarded the scholarship or not which is the primary reason for any board meeting.”

Form 990, Part VI, Section A, Line 8B

“No minutes were kept of the meetings held by the board to approve scholarships. Full records are kept of all candidates and each record indicates if candidate was awarded the scholarship or not which is the primary reason for any board meeting.”

Form 990, Part VI, Section B, Line 11

“The trustees review the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Robert H Ahern Scholarship Trust 1-0599
EIN
22-2622425
Phone
6173457049
Address
WOBURN FOREIGN MOTORS PO BOX 2217, WOBURN, MA 01801

Signing Officer

Name
George T Albrecht
Title
Treasurer
Phone
6173457049
Signed
2017-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George T Albrecht
Formed
1984
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Waldron H Rand & Co Pc
Address
850 WASHINGTON STREET SUITE 200, DEDHAM, MA 02026
Preparer
Anthony Librot
Phone
7814495825
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees oversees the audit and there was no change in the process from the prior years.”

Raw XML Appendix386 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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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY DECISION OF THE GOVERNING BODY MUST BE APPROVED BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO MINUTES WERE KEPT OF THE MEETINGS HELD BY THE BOARD TO APPROVE SCHOLARSHIPS. FULL RECORDS ARE KEPT OF ALL CANDIDATES AND EACH RECORD INDICATES IF CANDIDATE WAS AWARDED THE SCHOLARSHIP OR NOT WHICH IS THE PRIMARY REASON FOR ANY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO MINUTES WERE KEPT OF THE MEETINGS HELD BY THE BOARD TO APPROVE SCHOLARSHIPS. FULL RECORDS ARE KEPT OF ALL CANDIDATES AND EACH RECORD INDICATES IF CANDIDATE WAS AWARDED THE SCHOLARSHIP OR NOT WHICH IS THE PRIMARY REASON FOR ANY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEES REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES OVERSEES THE AUDIT AND THERE WAS NO CHANGE IN THE PROCESS FROM THE PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW ENGLAND TOYOTA DEALERS ADVERTISING ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042649776
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE ALL SUPPORT TO SCHOLARSHIP TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(C)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE ORR SQUARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0REVERE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002151
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0508821
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NEW ENGLAND TOYOTA DEALERS ADVERTISING ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01080988
IRS990/TotalAssetsEOYAmt01093499
IRS990/TotalAssetsGrp/BOYAmt01080988
IRS990/TotalAssetsGrp/EOYAmt01093499
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0505780
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028267
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0469353
IRS990/TotalFunctionalExpensesGrp/TotalAmt0497620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029345
IRS990/TotalLiabilitiesEOYAmt030655
IRS990/TotalLiabilitiesGrp/BOYAmt029345
IRS990/TotalLiabilitiesGrp/EOYAmt030655
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01051643
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01062844
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0469353
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03041
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0508821
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01080988
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01093499
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01051643
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01062844
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2217
IRS990/USAddress/CityNm0WOBURN
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001801
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE T ALBRECHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06173457049
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT H AHERN SCHOLARSHIP TRUST 1-0599
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GEORGE T ALBRECHT
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0222622425
ReturnHeader/Filer/PhoneNum06173457049
ReturnHeader/Filer/USAddress/AddressLine1Txt0WOBURN FOREIGN MOTORS PO BOX 2217
ReturnHeader/Filer/USAddress/CityNm0WOBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042759781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALDRON H RAND & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0850 WASHINGTON STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002026
ReturnHeader/PreparerPersonGrp/PhoneNum07814495825
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY LIBROT
ReturnHeader/ReturnTs02017-04-10T12:09:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,093,499
Liabilities
$30,655
Net assets
$1,062,844
Revenue
$508,821
Expenses
$497,620
Net income
$11,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.02$0.97$0.46$0.48$0.03
2023Summary only. Only limited summary data is available for this year.$0.97$0.02$0.95$0.38$0.42$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.03$0.98$0.38$0.42$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.04$1.02$0.42$0.46$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.04$1.06$0.38$0.44$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.03$1.13$0.46$0.44$0.02
2018Summary only. Only limited summary data is available for this year.$1.15$0.04$1.11$0.50$0.46$0.04
2017Summary only. Only limited summary data is available for this year.$1.09$0.03$1.06$0.52$0.52$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.51$0.50$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.03$1.05$0.50$0.49$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.03$1.05$0.46$0.56$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.03$1.14$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.02$1.10$0.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.01$1.27$0.53