Civic Intelligence

Esprit - Partnership for Independence Inc.

990PF • Fiscal year 2021 • EIN 26-1431277

Jan 01, 2021 to Dec 31, 2021 • Filed on May 26, 2022

PO Box 433Centerville, MA 02632

(508) 862-1662

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

11%

Higher net margin than 53% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

97th percentile

$79,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 46.7% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

67th percentile

17%

Faster asset growth than 67% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$125,971

Up $18,289 (+17%) from 2020

Net Assets

Up

$125,971

Up $18,289 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$169,089

Up $16,533 (+11%) from 2020

Expenses

Up

$150,800

Up $18,509 (+14%) from 2020

Net Income

Down

$18,289

Down $1,976 (-9.8%) from 2020

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: $10,709Liabilities 2010: $0Net Assets 2010: $10,7092010Assets 2011: $12,344Liabilities 2011: $0Net Assets 2011: $12,3442011Assets 2012: $14,407Liabilities 2012: $0Net Assets 2012: $14,4072012Assets 2013: $30,217Liabilities 2013: $0Net Assets 2013: $30,2172013Assets 2014: $42,064Liabilities 2014: $0Net Assets 2014: $42,0642014Assets 2015: $48,832Liabilities 2015: $0Net Assets 2015: $48,8322015Assets 2016: $50,541Liabilities 2016: $0Net Assets 2016: $50,5412016Assets 2017: $57,854Liabilities 2017: $0Net Assets 2017: $57,8542017Assets 2018: $78,920Liabilities 2018: $0Net Assets 2018: $78,9202018Assets 2019: $87,417Liabilities 2019: $0Net Assets 2019: $87,4172019Assets 2020: $107,682Liabilities 2020: $0Net Assets 2020: $107,6822020Assets 2021: $125,971Liabilities 2021: $0Net Assets 2021: $125,9712021Assets 2022: $96,929Liabilities 2022: $0Net Assets 2022: $96,9292022Assets 2024: $173,313Liabilities 2024: $0Net Assets 2024: $173,3132024

Highlighted filing

2021

Assets$125,971
Liabilities$0
Net Assets$125,971

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $91,3672010Expenses 2011: $75,0712011Expenses 2012: $91,9492012Revenue 2013: $120,711Expenses 2013: $104,901Net Income 2013: $15,8102013Revenue 2014: $130,021Expenses 2014: $118,174Net Income 2014: $11,8472014Revenue 2015: $131,317Expenses 2015: $124,549Net Income 2015: $6,7682015Revenue 2016: $129,880Expenses 2016: $128,171Net Income 2016: $1,7092016Revenue 2017: $130,450Expenses 2017: $123,137Net Income 2017: $7,3132017Revenue 2018: $148,289Expenses 2018: $127,223Net Income 2018: $21,0662018Revenue 2019: $139,620Expenses 2019: $131,123Net Income 2019: $8,4972019Revenue 2020: $152,556Expenses 2020: $132,291Net Income 2020: $20,2652020Revenue 2021: $169,089Expenses 2021: $150,800Net Income 2021: $18,2892021Revenue 2022: $151,773Expenses 2022: $180,815Net Income 2022: -$29,0422022Revenue 2024: $316,655Expenses 2024: $254,103Net Income 2024: $62,5522024

Highlighted filing

2021

Revenue$169,089
Expenses$150,800
Net Income$18,289
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 26, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN MATHEWSDirectorFT$79,000-$79,000
HOPE E CARTERPres/Director-$0--
KENNETH LEONARDTreas/DirectorPT$0--
MARY L DOMINELLOSecr/Director-$0--
GEORGE C DOMINELLODirector-$0--
CRE DOREYDirector-$0--
HELEN BERGNERDirector-$0--
SHARMIA SIDDOCurrent Trea-$0--
Filing and Contact Details

Filer

Filer Name
Esprit-partnership for
EIN
26-1431277
Phone
5088621662
Address
PO BOX 433, CENTERVILLE, MA 02632

Signing Officer

Name
Sharmia Siddo
Title
Current Treasurer
Signed
2022-05-26
Discuss with paid preparer
Yes

Preparer

Firm
Sanders Walsh & Eaton Cpas LLC
Address
PO BOX 670, SANDWICH, MA 02563
Preparer
Joseph F Mcgee CPA
Phone
7743385444
Raw XML Appendix342 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH LEONARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY L DOMINELLO
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ANN RIZZO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0510 BISLAND COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ALPHARETTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07703101158
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://ESPRIT-PFI.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0INDEPENDENCT LIVING SUPPORT SERVICES (ABOUT 80% OF EXPENDITURES) & OTHER PROGRAMS FOR ADULTS WITH LEARNING DISABILITIES AND RELATED DISORDERS ARE THE PRIMARY CHARITABLE ACTIVITIES OF ESPRIT-PARTNERSHIP FOR INDEPENDENCE INC. -- ADULT INDEPENDENT LIVING SUPPORT SERVICES - IN 2007, A GROUP OF FAMILIES CAME TOGETHER TO FORM A CARING ORGANIZATION THAT SUPPORTS THEIR ADULT SONS AND DAUGHTERS WITH LEARNING DISABILITIES AND RELATED DISORDERS. ESPRIT, A NON-PROFIT 501(C)(3) PRIVATE FOUNDATION, ASSISTS ADULTS RESIDING IN THE CAPE COD COMMUNITY WHO SEEK AFFORDABLE SUPPORTS IN LIFE SKILLS, MANAGING FINANCES, SECURING AND HOLDING EMPLOYMENT, AND FINDING A WELCOMING SOCIAL NETWORK. THE ORGANIZATION WORKS WITH FAMILIES, GUARDIANS, CLINICAL PROVIDERS, EMPLOYERS, AND AGENCIES TO COORDINATE OPTIMAL SERVICES AND OPPORTUNITIES BASED ON EACH INDIVIDUAL'S NEEDS. -- CLUB ESPRIT - A SOCIAL PROGRAM OF ESPRIT PROVIDES A SOCIAL AND RECREATIONAL AFFORDABLE OPTION FOR ADULTS WHO ARE ABLE TO ENGAGE IN COMMUNITY ACT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0130447
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02398
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt13146
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt285
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3405
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt410
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt53120
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6295
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt7233
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt8830
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt91170
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10903
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt111170
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt122084
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt13141
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt141049
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt151227
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt16176
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt17121
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt18418
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt19244
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt201829
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ESPRIT CLUB & OTHER PRGMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ALA CARTE STAFF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CLUB STAFF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ESPRIT CLUB ACTIVITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ESPRIT PLAYERS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PLAYERS STAFF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6CLUB TRANSPORTATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7CLUB TRANSPORTATION COORDINAT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8PHOTOGRAPHY MATERIALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11COMPUTER AND INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12INSURANCE - GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13INSURANCE - WORKERS COMP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15MISC ADMIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc17PAYROLL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc18PHONE & INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc19PO BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc20POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc21WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc22RECONCILIATION DISCREPENCIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc23OFFICE FURNITURE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc24INSURANCE-OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02398
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt285
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3405
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6295
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7233
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt91170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10903
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt141049
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt151227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16176
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18418
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19244
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt201829
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0130447
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ESPRIT CLUB & OTHER PRGMS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0130447
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0595
TaxesSchedule/TaxesDetail/Amt0595
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARMIA SIDDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESPRIT-PARTNERSHIP FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INDEPENDENCE INC
ReturnHeader/Filer/BusinessNameControlTxt0ESPR
ReturnHeader/Filer/EIN0261431277
ReturnHeader/Filer/PhoneNum05088621662
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 433
ReturnHeader/Filer/USAddress/CityNm0CENTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002632
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841894608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANDERS WALSH & EATON CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 670
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANDWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002563
ReturnHeader/PreparerPersonGrp/PhoneNum07743385444
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH F MCGEE CPA
ReturnHeader/ReturnTs02022-06-08T15:12:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHARMIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIDDO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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.$1.73$0.00$1.73$3.17$2.54$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$1.52$1.81$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.69$1.51$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$1.53$1.32$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$1.40$1.31$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.48$1.27$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$1.30$1.23$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$1.30$1.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.31$1.25$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.30$1.18$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.21$1.05$0.16
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.92
2011Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.75
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.91
Peer Organizations

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