Civic Intelligence

Mary E Fleming & John J Fleming Scholarship Trust for Holy Cross

990PF • Fiscal year 2018 • EIN 22-3115094

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

29 Sohier StreetCohasset, MA 02025

(781) 383-0379

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$316,039

Up $31,100 (+11%) from 2017

Net Assets

Up

$316,039

Up $31,100 (+11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$41,478

Up $5,772 (+16%) from 2017

Expenses

Down

$10,378

Down $11,121 (-52%) from 2017

Net Income

Up

$31,100

Up $16,893 (+119%) 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: $260,700Liabilities 2011: $0Net Assets 2011: $260,7002011Assets 2012: $244,723Liabilities 2012: $0Net Assets 2012: $244,7232012Assets 2013: $244,185Liabilities 2013: $0Net Assets 2013: $244,1852013Assets 2014: $251,615Liabilities 2014: $0Net Assets 2014: $251,6152014Assets 2015: $273,507Liabilities 2015: $0Net Assets 2015: $273,5072015Assets 2016: $270,732Liabilities 2016: $0Net Assets 2016: $270,7322016Assets 2017: $284,939Liabilities 2017: $0Net Assets 2017: $284,9392017Assets 2018: $316,039Liabilities 2018: $0Net Assets 2018: $316,0392018Assets 2019: $308,900Liabilities 2019: $0Net Assets 2019: $308,9002019Assets 2020: $318,451Liabilities 2020: $0Net Assets 2020: $318,4512020Assets 2021: $343,484Liabilities 2021: $0Net Assets 2021: $343,4842021Assets 2022: $401,608Liabilities 2022: $0Net Assets 2022: $401,6082022Assets 2023: $343,171Liabilities 2023: $2,266Net Assets 2023: $340,9052023Assets 2024: $341,782Liabilities 2024: $0Net Assets 2024: $341,7822024

Highlighted filing

2018

Assets$316,039
Liabilities$0
Net Assets$316,039

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2011: $9,8652011Expenses 2012: $15,2782012Revenue 2013: $12,802Expenses 2013: $13,340Net Income 2013: -$5382013Revenue 2014: $24,943Expenses 2014: $17,513Net Income 2014: $7,4302014Revenue 2015: $41,738Expenses 2015: $19,846Net Income 2015: $21,8922015Revenue 2016: $15,446Expenses 2016: $18,221Net Income 2016: -$2,7752016Revenue 2017: $35,706Expenses 2017: $21,499Net Income 2017: $14,2072017Revenue 2018: $41,478Expenses 2018: $10,378Net Income 2018: $31,1002018Revenue 2019: $16,861Expenses 2019: $24,000Net Income 2019: -$7,1392019Revenue 2020: $21,110Expenses 2020: $11,559Net Income 2020: $9,5512020Revenue 2021: $26,686Expenses 2021: $1,653Net Income 2021: $25,0332021Revenue 2022: $59,865Expenses 2022: $1,741Net Income 2022: $58,1242022Revenue 2023: -$29,015Expenses 2023: $31,688Net Income 2023: -$60,7032023Revenue 2024: $28,244Expenses 2024: $27,367Net Income 2024: $8772024

Highlighted filing

2018

Revenue$41,478
Expenses$10,378
Net Income$31,100
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip H SmithTrustee-$0--
Owen O'MalleyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary E Fleming & John J Fleming
EIN
22-3115094
Phone
7813830379
Address
29 Sohier Street, Cohasset, MA 02025

Signing Officer

Name
Owen O'Malley
Title
Trustee
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
James F Kearney & Co CPAS
Address
152 King St - Rt 3A, Cohasset, MA 02025
Preparer
Michael B Kearney CPA
Phone
7813836070
Raw XML Appendix292 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002025
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Residents of Cohasset, MA admitted to or enrolled at Holy Cross College
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Scholarship payments
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0detail upon request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cohasset
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002025
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010378
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05266
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05266
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03788
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05100
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010378
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014751
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020017
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt0342
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0Form 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt1Form PC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0342
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt135
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Owen O'Malley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary E Fleming & John J Fleming
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Scholarship Trust for Holy Cross
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0223115094
ReturnHeader/Filer/PhoneNum07813830379
ReturnHeader/Filer/USAddress/AddressLine1Txt029 Sohier Street
ReturnHeader/Filer/USAddress/CityNm0Cohasset
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043206870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James F Kearney & Co CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0152 King St - Rt 3A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cohasset
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002025
ReturnHeader/PreparerPersonGrp/PhoneNum07813836070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael B Kearney CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-04T11:50:38-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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.$3.42$0.00$3.42$0.28$0.27$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.02$3.41$0.29$0.32$0.61
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.60$0.02$0.58
2021Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.27$0.02$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.21$0.12$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.17$0.24$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.41$0.10$0.31
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.36$0.21$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.15$0.18$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.42$0.20$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.25$0.18$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.13$0.13$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.10