Civic Intelligence

Josiah a Spaulding Education Fund C/O Kathleen Wilson

990EZ • Fiscal year 2016 • EIN 22-3031985

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 02, 2017

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

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.41x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$126,166

Up $15,267 (+14%) from 2015

Net Assets

Up

$105,569

Up $27,898 (+36%) from 2015

Liabilities

Down

$20,597

Down $12,631 (-38%) from 2015

Revenue

Up

$50,023

Up $11,329 (+29%) from 2015

Expenses

Down

$22,125

Down $49,850 (-69%) from 2015

Net Income

Up

$27,898

Up $61,179 (+184%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$126,166
Liabilities$20,597
Net Assets$105,569

Operations Trend

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

2016

Revenue$50,023
Expenses$22,125
Net Income$27,898
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 2, 2017
Return Version
2016v3.0
Gross Receipts
$50,023
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$11,990$16,344
GRANTS AND AWARDS FOR SCHOOL PROGRAMS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON ERDMANNTrustee-$0--
ALISON DALEYTrustee-$0--
KATHY WILSONTreasurer-$0--
JESSICA LAMOTHETrustee-$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
Kathy Wilson
Title
Treasurer
Phone
9785268336
Signed
2017-04-02
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 11,990 0 0

Form 990-ez, Part I, Line 16

Expenses postage and delivery 540 printing and reproduction 2,102 filing fees 35 program expense 1,820 bank service charges 187 bookkeeping 4,651 total 9,335

Form 990-ez, Part II, Line 26

Grants payable 33,228 20,597

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 Appendix164 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANCHESTER ESSEX REGIONAL SCHOOL DI P.O. BOX 1407 MANCHESTER, MA 01944 11,990 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES POSTAGE AND DELIVERY 540 PRINTING AND REPRODUCTION 2,102 FILING FEES 35 PROGRAM EXPENSE 1,820 BANK SERVICE CHARGES 187 BOOKKEEPING 4,651 TOTAL 9,335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS PAYABLE 33,228 20,597
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/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSIAH A SPAULDING EDUCATION FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KATHLEEN WILSON
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE S ROY
ReturnHeader/ReturnTs02017-04-12T21:02:15+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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