Civic Intelligence

Reading Scholarship Foundation Inc.

990 • Fiscal year 2018 • EIN 23-7365813

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 14, 2019

Organization ProfileN/A
PO Box 492Reading, MA 01867

(781) 944-0486

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,286,847

Up $322,563 (+11%) from 2017

Net Assets

Up

$3,286,847

Up $322,563 (+11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Down

$398,940

Down $71,341 (-15%) from 2017

Expenses

Down

$200,498

Down $14,310 (-6.7%) from 2017

Net Income

Down

$198,442

Down $57,031 (-22%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,880,902Liabilities 2011: $0Net Assets 2011: $1,880,9022011Assets 2012: $2,075,290Liabilities 2012: $0Net Assets 2012: $2,075,2902012Assets 2013: $2,223,957Liabilities 2013: $0Net Assets 2013: $2,223,9572013Assets 2014: $2,440,308Liabilities 2014: $0Net Assets 2014: $2,440,3082014Assets 2015: $2,318,350Liabilities 2015: $0Net Assets 2015: $2,318,3502015Assets 2016: $2,478,234Liabilities 2016: $0Net Assets 2016: $2,478,2342016Assets 2017: $2,964,284Liabilities 2017: $0Net Assets 2017: $2,964,2842017Assets 2018: $3,286,847Liabilities 2018: $0Net Assets 2018: $3,286,8472018Assets 2019: $3,358,389Liabilities 2019: $0Net Assets 2019: $3,358,3892019Assets 2020: $3,641,336Liabilities 2020: $0Net Assets 2020: $3,641,3362020Assets 2021: $4,223,322Liabilities 2021: $0Net Assets 2021: $4,223,3222021Assets 2022: $3,431,312Liabilities 2022: $0Net Assets 2022: $3,431,3122022Assets 2023: $3,776,691Liabilities 2023: $0Net Assets 2023: $3,776,6912023Assets 2024: $4,536,197Liabilities 2024: $0Net Assets 2024: $4,536,1972024Assets 2025: $4,907,868Liabilities 2025: $0Net Assets 2025: $4,907,8682025

Highlighted filing

2018

Assets$3,286,847
Liabilities$0
Net Assets$3,286,847
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $135,6162011Expenses 2012: $140,0262012Expenses 2013: $143,1132013Revenue 2014: $318,768Expenses 2014: $143,166Net Income 2014: $175,6022014Revenue 2015: $487,151Expenses 2015: $195,182Net Income 2015: $291,9692015Revenue 2016: $169,657Expenses 2016: $180,362Net Income 2016: -$10,7052016Revenue 2017: $470,281Expenses 2017: $214,808Net Income 2017: $255,4732017Revenue 2018: $398,940Expenses 2018: $200,498Net Income 2018: $198,4422018Revenue 2019: $216,529Expenses 2019: $208,851Net Income 2019: $7,6782019Revenue 2020: $241,214Expenses 2020: $192,358Net Income 2020: $48,8562020Revenue 2021: $389,619Expenses 2021: $208,809Net Income 2021: $180,8102021Revenue 2022: $1,564,306Expenses 2022: $204,424Net Income 2022: $1,359,8822022Revenue 2023: $244,240Expenses 2023: $228,751Net Income 2023: $15,4892023Revenue 2024: $306,074Expenses 2024: $223,025Net Income 2024: $83,0492024Revenue 2025: $538,574Expenses 2025: $244,341Net Income 2025: $294,2332025

Highlighted filing

2018

Revenue$398,940
Expenses$200,498
Net Income$198,442
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 14, 2019
Return Version
2017v2.2
Gross Receipts
$398,940
Mission and Program Overview

Mission

Awarding educational scholarships.

Awarding educational scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,957,099$3,268,307▲ $311,208
Cash and Non-Interest-Bearing Accounts$7,185$18,540▲ $11,355
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,964,284$3,286,847▲ $322,563
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,538,067$2,782,852▲ $244,785
Unrestricted Net Assets$426,217$503,995▲ $77,778
Total Net Assets Fund Balance$2,964,284$3,286,847▲ $322,563
Total Liabilities and Net Assets / Fund Balance$2,964,284$3,286,847▲ $322,563

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,538,067$244,785--$2,782,852
2016$2,200,516$337,551--$2,538,067
2015$2,146,031$54,485--$2,200,516
2014$2,103,058$42,973--$2,146,031
2013$1,951,536$151,522--$2,103,058
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert BeckmanPresident
Keith D'EntremontVice President
James ListonAdv Director
Jeanne ThomasesAdv Director
Julia RodriguezAdv Director
O Bradley LathamAdv Director
Anne SchofieldDirector
Christine BerteDirector
Elaine SmithDirector
Elizabeth DavidsonDirector
Ellen TerryDirector
Jane DarveauDirector
Janet TrevorDirector
Jay DumasDirector
Joan VaillancourtDirector
Karen BurkeDirector
Karen HerrickDirector
Marcia ToomeyDirector
Mary Ellen DowneyDirector
Mary T HagstromDirector
Michaela HildrethDirector
Pooja ParsonsDirector
Ren O'ConnellDirector
Roc O'ConnellDirector
Steve PeacockDirector
Susan ColellaDirector
Susan SchwartzDirector
Thomas MehargDirector
Cheryl DorenfeldAsst. Treasurer
Patty WhiteClerk
Cory SinclairTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$304,117
Program Service Revenue
$0
Investment Income
$94,823
Other Revenue
$0
All Other Contributions
$304,117
Change in Net Assets
$198,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$174,720
Other Expenses$25,778
Total Fundraising Expense$3,525
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$174,720--$174,720
Fees for Service Investment Mgmnt Fees-$12,732-$12,732
Fees for Services Legal-$3,607-$3,607
All Other Expenses$152$580-$732
Office Expenses-$634-$634
Other Expenses$1,076$210$3,525$210
Total Functional Expenses$179,210$17,763$3,525$200,498
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“reviewed by board of directors”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Reading Scholarship Foundation Inc
EIN
23-7365813
Phone
7819440486
Address
PO Box 492, Reading, MA 01867

Signing Officer

Name
Cory Sinclair
Title
Treasurer
Signed
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Ma
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
10

Preparer

Firm
Carleton Lopez & Wiesman Cpas Inc
Address
91 MONTVALE AVE, STONEHAM, MA 02180
Preparer
David J Carleton CPA
Phone
7812797800
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IRS990/Form990PartVIISectionAGrp/PersonNm19Elaine Smith
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IRS990/Form990PartVIISectionAGrp/PersonNm21Marcia Toomey
IRS990/Form990PartVIISectionAGrp/PersonNm22Janet Trevor
IRS990/Form990PartVIISectionAGrp/PersonNm23Joan Vaillancourt
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IRS990/Form990PartVIISectionAGrp/PersonNm28Julia Rodriguez
IRS990/Form990PartVIISectionAGrp/PersonNm29Jeanne Thomases
IRS990/Form990PartVIISectionAGrp/PersonNm30Susan Schwartz
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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Clerk
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Adv Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Adv Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Adv Director
IRS990/Form990PartVIISectionAGrp/TitleTxt29Adv Director
IRS990/Form990PartVIISectionAGrp/TitleTxt30Director
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,286,847
Liabilities
$0
Net assets
$3,286,847
Revenue
$398,940
Expenses
$200,498
Net income
$198,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.54$0.24$0.29
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.31$0.22$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.24$0.23$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$1.56$0.20$1.36
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.39$0.21$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.24$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.22$0.21$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.40$0.20$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.47$0.21$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.17$0.18$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.49$0.20$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.32$0.14$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.00$2.22$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$0.14