Civic Intelligence

Everly Scholarship Fund Inc

EIN 22-3161410 • Moorestown, NJ

308 Harper Drive Suite 200Moorestown, NJ 08057
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

36th percentile

-0.6%

Faster asset growth than 36% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

11%

Faster revenue growth than 54% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,698,091

Down $17,182 (-0.6%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$2,698,091

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin22nd percentile

Revenue

Up

$133,031

Up $13,152 (+11%) from 2024

Expenses

Up

$149,358

Up $4,977 (+3.4%) from 2024

Net Income

Up

-$16,327

Up $8,175 (+33%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $2,196,510Liabilities 2012: $0Net Assets 2012: $2,196,5102012Assets 2013: $2,320,434Liabilities 2013: $0Net Assets 2013: $2,320,4342013Assets 2014: $2,398,491Liabilities 2014: $0Net Assets 2014: $2,398,4912014Assets 2015: $2,429,936Liabilities 2015: $0Net Assets 2015: $2,429,9362015Assets 2016: $2,392,488Liabilities 2016: $0Net Assets 2016: $2,392,4882016Assets 2017: $2,442,915Liabilities 2017: $0Net Assets 2017: $2,442,9152017Assets 2018: $2,441,869Liabilities 2018: $0Net Assets 2018: $2,441,8692018Assets 2019: $2,627,557Liabilities 2019: $0Net Assets 2019: $2,627,5572019Assets 2020: $2,825,617Liabilities 2020: $0Net Assets 2020: $2,825,6172020Assets 2021: $2,760,942Liabilities 2021: $0Net Assets 2021: $2,760,9422021Assets 2022: $2,814,548Liabilities 2022: $0Net Assets 2022: $2,814,5482022Assets 2023: $2,739,775Liabilities 2023: $0Net Assets 2023: $2,739,7752023Assets 2024: $2,715,273Liabilities 2024: $12024Assets 2025: $2,698,091Liabilities 2025: $0Net Assets 2025: $2,698,0912025

Highlighted filing

2025

Assets$2,698,091
Liabilities$0
Net Assets$2,698,091
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $185,7482012Expenses 2013: $51,4212013Revenue 2014: $86,178Expenses 2014: $143,766Net Income 2014: -$57,5882014Revenue 2015: $108,142Expenses 2015: $138,142Net Income 2015: -$30,0002015Revenue 2016: $111,457Expenses 2016: $146,869Net Income 2016: -$35,4122016Revenue 2017: $65,132Expenses 2017: $140,065Net Income 2017: -$74,9332017Revenue 2018: $84,354Expenses 2018: $149,208Net Income 2018: -$64,8542018Revenue 2019: $429,572Expenses 2019: $137,035Net Income 2019: $292,5372019Revenue 2020: $234,894Expenses 2020: $117,475Net Income 2020: $117,4192020Revenue 2021: $104,586Expenses 2021: $169,216Net Income 2021: -$64,6302021Revenue 2022: $204,650Expenses 2022: $150,967Net Income 2022: $53,6832022Revenue 2023: $69,456Expenses 2023: $145,509Net Income 2023: -$76,0532023Revenue 2024: $119,879Expenses 2024: $144,381Net Income 2024: -$24,5022024Revenue 2025: $133,031Expenses 2025: $149,358Net Income 2025: -$16,3272025

Highlighted filing

2025

Revenue$133,031
Expenses$149,358
Net Income-$16,327
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,698,091
Liabilities
$0
Net assets
$2,698,091
Revenue
$133,031
Expenses
$149,358
Net income
-$16,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.13$0.15$0.02
2024Summary only. Only limited summary data is available for this year.$2.72$0.00$0.12$0.14$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.07$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.20$0.15$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.10$0.17$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.23$0.12$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.43$0.14$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.08$0.15$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.07$0.14$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.11$0.15$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.11$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.09$0.14$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
May 16, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R LOLIO JRPresident-$0--
TRACY L KOZLOWSKIV.P-$0--
PATRICIA LOLIOSec-$0--
Filing and Contact Details

Filer

Filer Name
Everly Scholarship Fund Inc
EIN
22-3161410
Phone
8566612094
Address
308 HARPER DRIVE SUITE 200, MOORESTOWN, NJ 08057

Signing Officer

Name
John R Lolio Jr
Title
President
Phone
8566612094
Signed
2025-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Baratz & Associates Pa
Address
4B EVES DR STE 100, MARLTON, NJ 08053
Preparer
Sukhvir S Boparai CPA Mst
Phone
8569855688
Raw XML AppendixShowing 400 of 639 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06930
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13VANGUARD TOTAL BOND MARKET
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