Civic Intelligence

Josiah a Spaulding Education Fund C/O Kathleen Wilson

990EZ • Fiscal year 2014 • EIN 22-3031985

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 02, 2015

Organization ProfileN/A
PO Box 192Manchester, MA 01944

(978) 526-8336

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

0.43x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-94%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

26th percentile

-12%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$126,191

Down $17,908 (-12%) from 2013

Net Assets

Down

$110,952

Down $33,147 (-23%) from 2013

Liabilities

$15,239

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin5th percentile

Revenue

Down

$35,451

Down $30,225 (-46%) from 2013

Expenses

Up

$68,598

Up $24,064 (+54%) from 2013

Net Income

Down

-$33,147

Down $54,289 (-257%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2014

Assets$126,191
Liabilities$15,239
Net Assets$110,952
Open 2014 Filing

Operations Trend

Revenue Growth10th 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

2014

Revenue$35,451
Expenses$68,598
Net Income-$33,147
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 2, 2015
Return Version
2014v5.0
Gross Receipts
$35,451
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
GRANTS AND AWARDS FOR SCHOOL PROGRAMS$58,959$67,222
GRANTS AND AWARDS FOR SCHOOL PROGRAMS--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON ERDMANNTrustee-$0--
HENRI BICHETTrustee-$0--
ALISON DALEYTrustee-$0--
THERESA CONWAYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Josiah a Spaulding Education Fund
EIN
22-3031985
Phone
9785268336
Address
PO BOX 192, MANCHESTER, MA 01944

Signing Officer

Name
Kathleen a Wilson
Title
Treasurer
Phone
9785268336
Signed
2015-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Roy & Rurak LLC
Address
158 PLEASANT ST, NORTH ANDOVER, MA 01845
Preparer
Denise S Roy
Phone
9784096180
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Manchester essex regional school di p.o. Box 1407 manchester, ma 01944 58,959 0 0”

Form 990-ez, Part I, Line 16

“Expenses postage and delivery 836 printing and reproduction 5,327 filing fees 75 supplies 129 program expense 268 event production 1,500 event space rental 500 bank service charges 204 total 8,839”

Form 990-ez, Part II, Line 26

“GRANTS PAYABLE 0 15,239”

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

“Grants and awards for school programs”

Raw XML Appendix159 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08839
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION.
IRS990EZ/ProgramServiceRevenueAmt016352
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND AWARDS FOR SCHOOL PROGRAMS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058959
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANCHESTER ESSEX REGIONAL SCHOOL DI P.O. BOX 1407 MANCHESTER, MA 01944 58,959 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES POSTAGE AND DELIVERY 836 PRINTING AND REPRODUCTION 5,327 FILING FEES 75 SUPPLIES 129 PROGRAM EXPENSE 268 EVENT PRODUCTION 1,500 EVENT SPACE RENTAL 500 BANK SERVICE CHARGES 204 TOTAL 8,839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS PAYABLE 0 15,239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ISSUE EDUCATIONAL SCHOLARSHIPS & GRANTS UNDER THE NAME OF THE TRUST TO FURTHER A CHILD'S EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANTS AND AWARDS FOR SCHOOL PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN A WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09785268336
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSIAH A SPAULDING EDUCATION FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KATHLEEN WILSON
ReturnHeader/Filer/BusinessNameControlTxt0JOSI
ReturnHeader/Filer/EIN0223031985
ReturnHeader/Filer/PhoneNum09785268336
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 192
ReturnHeader/Filer/USAddress/CityNm0MANCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001944
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043529783
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0158 PLEASANT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845
ReturnHeader/PreparerPersonGrp/PhoneNum09784096180
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE S ROY
ReturnHeader/ReturnTs02015-07-20T10:35:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,191
Liabilities
$15,239
Net assets
$110,952
Revenue
$35,451
Expenses
$68,598
Net income
-$33,147
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