Civic Intelligence

Josiah a Spaulding Education Fund C/O Kathleen Wilson

990EZ • Fiscal year 2011 • EIN 22-3031985

Jan 01, 2011 to Dec 31, 2011 • Filed on May 08, 2012

Organization ProfileN/A
PO Box 19201944
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 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

76th percentile

24%

Faster asset growth than 76% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

89th percentile

76%

Faster revenue growth than 89% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$194,654

Up $37,278 (+24%) from 2010

Net Assets

Up

$194,654

Up $37,278 (+24%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$87,463

Up $37,653 (+76%) from 2010

Expenses

Down

$50,185

Down $25,910 (-34%) from 2010

Net Income

Up

$37,278

Up $63,563 (+242%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$200K$150K$100K$50K$0Assets 2010: $157,376Net Assets 2010: $157,3762010Assets 2011: $194,654Net Assets 2011: $194,6542011Assets 2012: $122,957Net Assets 2012: $122,9572012Assets 2013: $144,099Net Assets 2013: $144,0992013Assets 2014: $126,191Liabilities 2014: $15,239Net Assets 2014: $110,9522014Assets 2015: $110,899Liabilities 2015: $33,228Net Assets 2015: $77,6712015Assets 2016: $126,166Liabilities 2016: $20,597Net Assets 2016: $105,5692016Assets 2017: $134,301Liabilities 2017: $29,298Net Assets 2017: $105,0032017Assets 2018: $142,622Liabilities 2018: $27,325Net Assets 2018: $115,2972018Assets 2019: $136,429Liabilities 2019: $35,057Net Assets 2019: $101,3722019Assets 2020: $127,100Liabilities 2020: $21,560Net Assets 2020: $105,5402020Assets 2021: $131,598Liabilities 2021: $21,560Net Assets 2021: $110,0382021Assets 2022: $131,601Liabilities 2022: $19,760Net Assets 2022: $111,8412022Assets 2023: $150,266Liabilities 2023: $19,760Net Assets 2023: $130,5062023Assets 2024: $166,590Liabilities 2024: $19,760Net Assets 2024: $146,8302024

Highlighted filing

2011

Assets$194,654
Liabilities-
Net Assets$194,654
Open 2011 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $49,810Expenses 2010: $76,095Net Income 2010: -$26,2852010Revenue 2011: $87,463Expenses 2011: $50,185Net Income 2011: $37,2782011Revenue 2012: $34,635Expenses 2012: $106,332Net Income 2012: -$71,6972012Revenue 2013: $65,676Expenses 2013: $44,534Net Income 2013: $21,1422013Revenue 2014: $35,451Expenses 2014: $68,598Net Income 2014: -$33,1472014Revenue 2015: $38,694Expenses 2015: $71,975Net Income 2015: -$33,2812015Revenue 2016: $50,023Expenses 2016: $22,125Net Income 2016: $27,8982016Revenue 2017: $50,756Expenses 2017: $51,322Net Income 2017: -$5662017Revenue 2018: $51,332Expenses 2018: $41,038Net Income 2018: $10,2942018Revenue 2019: $28,926Expenses 2019: $42,851Net Income 2019: -$13,9252019Revenue 2020: $6,202Expenses 2020: $2,034Net Income 2020: $4,1682020Revenue 2021: $6,247Expenses 2021: $1,749Net Income 2021: $4,4982021Revenue 2022: $5,334Expenses 2022: $3,531Net Income 2022: $1,8032022Revenue 2023: $24,215Expenses 2023: $5,551Net Income 2023: $18,6642023Revenue 2024: $47,158Expenses 2024: $30,833Net Income 2024: $16,3252024

Highlighted filing

2011

Revenue$87,463
Expenses$50,185
Net Income$37,278
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 8, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To issue educational scholarships & grants under the name of the trust to further a child's education.

Filing and Contact Details

Filer

EIN
22-3031985
Raw XML Appendix177 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
CompensationExplanation/Compensation/PersonName0KRISTIN PRINCE
CompensationExplanation/Compensation/PersonName1MONA ELIASSEN TALIAFERRO
CompensationExplanation/Compensation/PersonName2SUSAN EVANS
CompensationExplanation/Compensation/PersonName3THERESA CONWAY
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0157376
IRS990EZ/CashSavingsAndInvestments/EOY0194654
IRS990EZ/ContributionsGiftsGrantsEtc086940
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear037278
IRS990EZ/FeesAndOthPymtToIndContractors01636
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrantsAndSimilarAmountsPaid040015
IRS990EZ/GrossReceipts087463
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome0523
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0157376
IRS990EZ/NetAssetsOrFundBalancesBOY0157376
IRS990EZ/NetAssetsOrFundBalances/EOY0194654
IRS990EZ/NetAssetsOrFundBalancesEOY0194654
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine103 OAKES AVE
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1222 ROCKWOOD HTS RD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine137 PROCTOR STREET
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode001930
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode101944
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode201944
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode301944
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0KRISTIN PRINCE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1MONA ELIASSEN TALIAFERRO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2SUSAN EVANS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3THERESA CONWAY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal08534
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0GRANTS AND AWARDS FOR SCHOOL PROGRAMS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1GRANTS AND AWARDS FOR SCHOOL PROGRAMS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations040015
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses043302
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine107 PROCTOR STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MANCHESTER
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001944
IRS990EZ/TheBooksAreInCareOf/NamePerson0THERESA CONWAY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09785268336
IRS990EZ/TotalAssets/BOY0157376
IRS990EZ/TotalAssets/EOY0194654
IRS990EZ/TotalExpenses050185
IRS990EZ/TotalProgramServiceExpenses043302
IRS990EZ/TotalRevenue087463
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years016100
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus4Years07500
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total023600
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear086940
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year049207
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years062146
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years084081
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0144394
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0426768
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0523
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0603
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0964
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years01489
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years08320
IRS990ScheduleA/GrossInvestmentIncome509/Total011899
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0523
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0603
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0964
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years01489
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years08320
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total011899
IRS990ScheduleA/InvestmentIncomePercentage00.03000
IRS990ScheduleA/PriorYearSupportPercentage00.86860
IRS990ScheduleA/PriorYrInvestIncomePercentage00.05000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.91910
IRS990ScheduleA/PublicSupportTotal5090403168
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus3Years016100
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus4Years07500
IRS990ScheduleA/SupportFromDQPsEtc/Total023600
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IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year049207
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years062146
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years084081
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0144394
IRS990ScheduleA/Total509/Total0426768
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear087463
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year049810
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years063110
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years085570
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0152714
IRS990ScheduleA/TotalSupportTotal/Total0438667
IRS990ScheduleO/GeneralExplanation/Explanation0MANCHESTER ESSEX REGIONAL SCHOOL DI P.O. BOX 1407 MANCHESTER, MA 01944 40,015 0 0
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES POSTAGE AND DELIVERY 1,135 PRINTING AND REPRODUCTION 4,800 FILING FEES 35 PROMOTIONAL ITEMS 583 SUPPLIES 1,528 PROGRAM EXPENSE 453 TOTAL 8,534
IRS990ScheduleO/GeneralExplanation/Explanation2TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION.
IRS990ScheduleO/GeneralExplanation/Explanation3GRANTS AND AWARDS FOR SCHOOL PROGRAMS
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier3ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0223031985
ReturnHeader/Filer/Name/BusinessNameLine10JOSIAH A SPAULDING EDUCATION FUND
ReturnHeader/Filer/Name/BusinessNameLine20C/O THERESA CONWAY
ReturnHeader/Filer/NameControl0JOSI
ReturnHeader/Filer/Phone09785268336
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 192
ReturnHeader/Filer/USAddress/City0MANCHESTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001944
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-08
ReturnHeader/Officer/Name0THERESA CONWAY
ReturnHeader/Officer/Phone09785268336
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-05-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ROY & RURAK LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10158 PLEASANT ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NORTH ANDOVER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001845
ReturnHeader/Preparer/Name0DENISE S ROY
ReturnHeader/Preparer/Phone09784096180
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T08:44:13-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$194,654
Liabilities
-
Net assets
$194,654
Revenue
$87,463
Expenses
$50,185
Net income
$37,278
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.20$1.47$0.47$0.31$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.20$1.31$0.24$0.06$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.20$1.12$0.05$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.22$1.10$0.06$0.02$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.22$1.06$0.06$0.02$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.35$1.01$0.29$0.43$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.27$1.15$0.51$0.41$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.29$1.05$0.51$0.51$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.21$1.06$0.50$0.22$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.33$0.78$0.39$0.72$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.15$1.11$0.35$0.69$0.33
2013Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.66$0.45$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$1.23$0.35$1.06$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$1.95$0.87$0.50$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.57$0.50$0.76$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)3 • <$500k nonprofits