Civic Intelligence

Francis M Barrett Memorial Foundation

990EZ • Fiscal year 2018 • EIN 26-6390424

May 01, 2017 to Apr 30, 2018 • Filed on May 23, 2018

1235 Bedford StreetAbington, MA 02351

(781) 871-3025

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

92nd percentile

110%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$26,581

Up $13,926 (+110%) from 2017

Net Assets

Up

$26,581

Up $13,926 (+110%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$56,822

Up $16,364 (+40%) from 2017

Expenses

Up

$42,896

Up $9,641 (+29%) from 2017

Net Income

Up

$13,926

Up $6,723 (+93%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $9,300Net Assets 2011: $9,3002011Assets 2012: $4,947Net Assets 2012: $4,9472012Assets 2013: $9,557Net Assets 2013: $9,5572013Assets 2014: $18,040Net Assets 2014: $18,0402014Assets 2016: $5,452Net Assets 2016: $5,4522016Assets 2017: $12,655Net Assets 2017: $12,6552017Assets 2018: $26,581Net Assets 2018: $26,5812018Assets 2019: $27,711Net Assets 2019: $27,7112019Assets 2020: $10,069Net Assets 2020: $10,0692020Assets 2021: $5,356Net Assets 2021: $5,3562021Assets 2022: $89,269Net Assets 2022: $89,2692022Assets 2023: $17,011Net Assets 2023: $17,0112023Assets 2024: $29,628Net Assets 2024: $29,6282024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2018

Assets$26,581
Liabilities-
Net Assets$26,581

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $5,255Expenses 2011: $17,810Net Income 2011: -$12,5552011Revenue 2012: $22,980Expenses 2012: $27,333Net Income 2012: -$4,3532012Revenue 2013: $25,177Expenses 2013: $20,567Net Income 2013: $4,6102013Revenue 2014: $34,673Expenses 2014: $26,190Net Income 2014: $8,4832014Revenue 2016: $45,947Expenses 2016: $50,517Net Income 2016: -$4,5702016Revenue 2017: $40,458Expenses 2017: $33,255Net Income 2017: $7,2032017Revenue 2018: $56,822Expenses 2018: $42,896Net Income 2018: $13,9262018Revenue 2019: $42,744Expenses 2019: $41,614Net Income 2019: $1,1302019Revenue 2020: -$1,742Expenses 2020: $15,900Net Income 2020: -$17,6422020Revenue 2021: $1,339Expenses 2021: $6,052Net Income 2021: -$4,7132021Revenue 2022: $84,598Expenses 2022: $685Net Income 2022: $83,9132022Revenue 2023: $45Expenses 2023: $70,708Net Income 2023: -$70,6632023Revenue 2024: $20,227Expenses 2024: $7,610Net Income 2024: $12,6172024Revenue 2025: -$27,243Expenses 2025: $2,385Net Income 2025: -$29,6282025

Highlighted filing

2018

Revenue$56,822
Expenses$42,896
Net Income$13,926
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
May 23, 2018
Return Version
2017v2.3
Gross Receipts
$76,843
Mission and Program Overview

Mission

To better the lives of others less fortunate

Program Services

DescriptionGrantsExpenses
PURPOSE IS TO BETTER THE LIVES OF OTHERS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY B COSTELLOTrustee-$0--
CAREY B ALLANTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$76,843$76,843-$76,843
Total Events$76,843$76,843$20,021$56,822
Filing and Contact Details

Filer

Filer Name
Francis M Barrett Memorial Foundation
EIN
26-6390424
Phone
7818713025
Address
1235 BEDFORD STREET, ABINGTON, MA 02351

Signing Officer

Name
Mary Barrett Costello
Title
President
Signed
2018-05-23
Discuss with paid preparer
No

Preparer

Firm
John J Konevich CPA Pc
Address
401 NEPONSET STREET 5, CANTON, MA 02021
Preparer
John J Konevich
Phone
7818219284
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Office expenses-printing and supplies 3,404

Form 990-EZ, Part I, Line 16, Other Expenses

BANK FEES 7

Form 990-EZ, Part I, Line 16, Other Expenses

STATE FILING FEE 35

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY B COSTELLO
IRS990EZ/BooksInCareOfDetail/PhoneNum07818713025
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01235 BEDFORD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ABINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002351
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012655
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026581
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013926
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012655
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026581
IRS990EZ/FundraisingGrossIncomeAmt076843
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037800
IRS990EZ/GrossReceiptsAmt076843
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012655
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026581
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012655
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026581
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY B COSTELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAREY B ALLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03446
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BETTER THE LIVES OF OTHERS LESS FORTUNATE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURPOSE IS TO BETTER THE LIVES OF OTHERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020021
IRS990EZ/SpecialEventsNetIncomeLossAmt056822
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt042896
IRS990EZ/TotalRevenueAmt056822
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0INTER VIVOS TRUST
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt078303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt079990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt082453
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0397506
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0397506
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082453
IRS990ScheduleA/Total509Grp/TotalAmt0397506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076843
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt079990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082473
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0397526
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt09145
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt09145
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020021
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt076843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076843
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056822
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08376
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08376
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE EXPENSES-PRINTING AND SUPPLIES 3,404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATE FILING FEE 35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BARRETT COSTELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCIS M BARRETT MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0266390424
ReturnHeader/Filer/PhoneNum07818713025
ReturnHeader/Filer/USAddress/AddressLine1Txt01235 BEDFORD STREET
ReturnHeader/Filer/USAddress/CityNm0ABINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002351
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E640FCDA283A12E12017E10FC64131E2FE5E863B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E640FCDA283A12E12017E10FC64131E2FE5E863B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.7.36.110
ReturnHeader/FilingSecurityInformation/IPDt02018-06-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:43:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN J KONEVICH CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 NEPONSET STREET 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002021
ReturnHeader/PreparerPersonGrp/PhoneNum07818219284
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J KONEVICH
ReturnHeader/ReturnTs02018-05-23T05:10:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$27.2$2.39$29.6
2024Detailed filing. Detailed filing data is available for this year.$29.6$29.6$20.2$7.61$12.6
2023Detailed filing. Detailed filing data is available for this year.$17.0$17.0$0.05$70.7$70.7
2022Detailed filing. Detailed filing data is available for this year.$89.3$89.3$84.6$0.69$83.9
2021Detailed filing. Detailed filing data is available for this year.$5.36$5.36$1.34$6.05$4.71
2020Detailed filing. Detailed filing data is available for this year.$10.1$10.1$1.74$15.9$17.6
2019Detailed filing. Detailed filing data is available for this year.$27.7$27.7$42.7$41.6$1.13
2018Detailed filing. Detailed filing data is available for this year.$26.6$26.6$56.8$42.9$13.9
2017Detailed filing. Detailed filing data is available for this year.$12.7$12.7$40.5$33.3$7.20
2016Detailed filing. Detailed filing data is available for this year.$5.45$5.45$45.9$50.5$4.57
2014Detailed filing. Detailed filing data is available for this year.$18.0$18.0$34.7$26.2$8.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.56$9.56$25.2$20.6$4.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$4.95$23.0$27.3$4.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$9.30$5.26$17.8$12.6