Civic Intelligence

Working Massachusetts Trust Fund

990EZ • Fiscal year 2015 • EIN 27-6188476

Jul 01, 2014 to Jun 30, 2015 • Filed on Jun 10, 2016

Organization ProfileN/A
389 Main StreetMalden, MA 02148

(781) 324-8230

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-28%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

21st percentile

-8.0%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-51%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$88,421

Down $7,704 (-8.0%) from 2014

Net Assets

Down

$88,421

Down $7,704 (-8.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin7th percentile

Revenue

Down

$27,379

Down $28,904 (-51%) from 2014

Expenses

Down

$35,083

Down $21,348 (-38%) from 2014

Net Income

Down

-$7,704

Down $7,556 (-5105%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$100K$50K$0Assets 2011: $47,364Liabilities 2011: $0Net Assets 2011: $47,3642011Assets 2012: $66,937Liabilities 2012: $0Net Assets 2012: $66,9372012Assets 2013: $96,273Liabilities 2013: $0Net Assets 2013: $96,2732013Assets 2014: $96,125Liabilities 2014: $0Net Assets 2014: $96,1252014Assets 2015: $88,421Liabilities 2015: $0Net Assets 2015: $88,4212015

Highlighted filing

2015

Assets$88,421
Liabilities$0
Net Assets$88,421
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $75,745Expenses 2011: $113,477Net Income 2011: -$37,7322011Revenue 2012: $87,794Expenses 2012: $68,221Net Income 2012: $19,5732012Revenue 2013: $66,038Expenses 2013: $36,702Net Income 2013: $29,3362013Revenue 2014: $56,283Expenses 2014: $56,431Net Income 2014: -$1482014Revenue 2015: $27,379Expenses 2015: $35,083Net Income 2015: -$7,7042015

Highlighted filing

2015

Revenue$27,379
Expenses$35,083
Net Income-$7,704
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jun 10, 2016
Return Version
2014v6.0
Gross Receipts
$27,379
Mission and Program Overview

Mission

Campaign for both internal education of elected officials and external public relations of the general public around the true values of public employees.

Program Services

DescriptionGrantsExpenses
CAMPAIGN FOR BOTH INTERNAL EDUCATION OF ELECTED OFFICIALS AND EXTERNAL PUBLIC RELATIONS OF THE GENERAL PUBLIC AROUND THE TRUE VALUES OF PUBLIC EMPLOYEES.$0$0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH DURANTCo-Chairman-$0--
ANGELA CHRISTIANICo-Chairman-$0--
JOHN DRINKWATERTreasurer-$0--
ROBERT ROUSELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Working Massachusetts Trust Fund
EIN
27-6188476
Phone
7813248230
Address
389 MAIN STREET, MALDEN, MA 02148

Signing Officer

Name
John Drinkwater
Title
Treasurer
Phone
7813248230
Signed
2016-06-10

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 358.”

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

“Description: payroll reimbursement. Amount: 33,159. Description: website. Amount: 724. Total to form 990-ez, line 16: 33,883.”

Raw XML Appendix109 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN DRINKWATER
IRS990EZ/BooksInCareOfDetail/PhoneNum07813248230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0389 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MALDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002148
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt096125
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088421
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7704
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096125
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088421
IRS990EZ/GrossReceiptsAmt027379
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0358
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt027021
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096125
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088421
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096125
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088421
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH DURANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA CHRISTIANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN DRINKWATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT ROUSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt033883
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CAMPAIGN FOR BOTH INTERNAL EDUCATION OF ELECTED OFFICIALS AND EXTERNAL PUBLIC RELATIONS OF THE GENERAL PUBLIC AROUND THE TRUE VALUES OF PUBLIC EMPLOYEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CAMPAIGN FOR BOTH INTERNAL EDUCATION OF ELECTED OFFICIALS AND EXTERNAL PUBLIC RELATIONS OF THE GENERAL PUBLIC AROUND THE TRUE VALUES OF PUBLIC EMPLOYEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt035083
IRS990EZ/TotalRevenueAmt027379
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 358.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PAYROLL REIMBURSEMENT. AMOUNT: 33,159. DESCRIPTION: WEBSITE. AMOUNT: 724. TOTAL TO FORM 990-EZ, LINE 16: 33,883.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReasonableCauseExplanation/ExplanationTxt0THE FISCAL YEAR ENDING JUNE 30, 2015 WAS A PERIOD OF TRANSITION FOR WORKING MASSACHUETTS TRUST FUND (THE FUND). THE FUND WAS WORKING THROUGH THE PROCESS OF CHANGING ITS INDEPENDENT ACCOUNTING/TAX PREPARER AND THERE WAS MISCOMMUNICATION BETWEEN THE NEW ACCOUNTANT AND THE FUND. THE NEW ACCOUNTANT WAS UNDER THE IMPRESSION THAT THEIR SERVICES WERE TO BEGIN WITH THE FISCAL YEAR ENDING JUNE 30, 2016 AND NOT JUNE 30, 2015. IT WAS NOT UNTIL JUNE, 2016 THAT THIS ADMINISTRATIVE ERROR WAS DISCOVERED. UPON DISCOVERY THE FUND HAD THE NEW ACCOUNTANT PREPARE ITS JUNE 30, 2015 FORM 990-EZ FOR REVEIW AND ELECTRONIC FILING.WE RESPECTFULLY REQUEST THE IRS TO ACCEPT THIS REASONABLE CASUE STATEMENT. PROCEDURES HAVE BEEN PUT IN PLACE TO MAKE SURE THIS DOES NOT OCCUR IN THE FUTURE. WE ASK THE IRS TO CONSIDER THE FUND'S PAST COMPLAINCE HISTORY IN MAKING ITS DETERMINATION.
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DRINKWATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07813248230
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORKING MASSACHUSETTS TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0276188476
ReturnHeader/Filer/PhoneNum07813248230
ReturnHeader/Filer/USAddress/AddressLine1Txt0389 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MALDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002148
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02016-06-10T13:45:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,421
Liabilities
$0
Net assets
$88,421
Revenue
$27,379
Expenses
$35,083
Net income
-$7,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.27$0.35$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.56$0.56$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.66$0.37$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.88$0.68$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.76$1.13$0.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)5 • <$500k nonprofits