Civic Intelligence

Essex Merchants Group Inc

EIN 37-1572828 • 501(c)6 • Essex, MA

Profile

Promotion of the business of the town of essex, massachusetss: to promote essex as a destination for shopping, dining, recreation and appreciation of its extensive, history, natural beauty and open space.

44 Main StreetEssex, MA 01929

visitessexma.com

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

38%

Higher net margin than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

95th percentile

91%

Faster asset growth than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-6.9%

Faster revenue growth than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$25,717

Up $12,260 (+91%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$25,717

Up $12,260 (+91%) from 2019

Revenue

Down

$32,591

Down $2,404 (-6.9%) from 2019

Expenses

Down

$20,331

Down $8,738 (-30%) from 2019

Net Income

Up

$12,260

Up $6,334 (+107%) from 2019

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2015: $17,990Liabilities 2015: $0Net Assets 2015: $17,9902015Assets 2016: $8,549Liabilities 2016: $02016Assets 2017: $5,669Liabilities 2017: $0Net Assets 2017: $5,6692017Assets 2018: $7,531Liabilities 2018: $0Net Assets 2018: $7,5312018Assets 2019: $13,457Liabilities 2019: $0Net Assets 2019: $13,4572019Assets 2020: $25,717Liabilities 2020: $0Net Assets 2020: $25,7172020

Highlighted filing

2020

Assets$25,717
Liabilities$0
Net Assets$25,717

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2015: $38,637Expenses 2015: $35,627Net Income 2015: $3,0102015Revenue 2016: $37,645Expenses 2016: $47,086Net Income 2016: -$9,4412016Revenue 2017: $38,600Expenses 2017: $41,480Net Income 2017: -$2,8802017Revenue 2018: $46,755Expenses 2018: $44,893Net Income 2018: $1,8622018Revenue 2019: $34,995Expenses 2019: $29,069Net Income 2019: $5,9262019Revenue 2020: $32,591Expenses 2020: $20,331Net Income 2020: $12,2602020

Highlighted filing

2020

Revenue$32,591
Expenses$20,331
Net Income$12,260

Filings

Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$57,487
Mission and Program Overview

Mission

Promotion of business in the town of essex massachusetts: to promote essex as a destination for shopping, dining, recreation and appreciation of its extensive history, natural beauty and open space.

Promotion of the business of the town of essex, massachusetss: to promote essex as a destination for shopping, dining, recreation and appreciation of its extensive, history, natural beauty and open space.

Program Services

DescriptionGrantsExpenses
PROMOTION OF THE BUSINESSES IN THE TOWN OF ESSEX, MASSACHUSETTS. PROMOTION OF ESSEX AS A DESTINATION FORSHOPPING, DINING, RECREATION AND APPRECIATION OF ITS EXTENSIVE HISTORY, NATURAL BEAUTY AND OPEN SPACE$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT COVIELLOPresidentPT$0--
SUSAN I LUFKINTreasurerPT$0--
HEIDI JACKSON DEANClerk-$0--
THOMAS GUERTNERVice President-$0--
DONNA ROYDirector-$0--
GEORGEANNE RICHARDSDirector-$0--
LEE SPENCEDirector-$0--
BONNIE SCATTERDAYDirector-$0--
JEAN GROBEDirector-$0--
JOHN HAVIGHURSTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Paint Essex Event$13,809$13,809$10,850$2,959
Annual Mums Event$9,561$9,561$6,200$3,361
Total Events$23,370$23,370$18,850$4,520
Filing and Contact Details

Filer

Filer Name
Essex Merchants Group Inc
EIN
37-1572828
Phone
9787687039
Address
44 MAIN STREET, ESSEX, MA 01929

Signing Officer

Name
Susan Lufkin
Title
Treasurer
Phone
9787687039
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Jon R Morse CPA Pc
Address
38 PLEASANT STREET, GLOUCESTER, MA 01930-5943
Preparer
Jon R Morse
Phone
9782832224
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous program. Amount: 350.

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

Description: advertising and promotion of essex . Amount: 21,114. Description: essex enhancement expenses. Amount: 701. Description: essex riverday expense. Amount: 300. Description: marketing of essex expense. Amount: 8,622. Description: membership expense. Amount: 625. Description: miscellaneous expense. Amount: 50. Description: administrative expenses. Amount: 3,415. Total to form 990-ez, line 16: 34,827.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: opening equity balance. Amount: 14,980.

Raw XML Appendix174 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/BusinessName/BusinessNameLine1Txt0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09787687039
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt044 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ESSEX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001929
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017990
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt027142
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03010
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017990
IRS990EZ/FundraisingGrossIncomeAmt023370
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0800
IRS990EZ/GrossReceiptsAmt057487
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017990
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017990
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT COVIELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN I LUFKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEIDI JACKSON DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS GUERTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONNA ROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GEORGEANNE RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEE SPENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BONNIE SCATTERDAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEAN GROBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOHN HAVIGHURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt014980
IRS990EZ/OtherExpensesTotalAmt034827
IRS990EZ/OtherRevenueTotalAmt0350
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF THE BUSINESS OF THE TOWN OF ESSEX, MASSACHUSETSS: TO PROMOTE ESSEX AS A DESTINATION FOR SHOPPING, DINING, RECREATION AND APPRECIATION OF ITS EXTENSIVE, HISTORY, NATURAL BEAUTY AND OPEN SPACE.
IRS990EZ/ProgramServiceRevenueAmt06625
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF THE BUSINESSES IN THE TOWN OF ESSEX, MASSACHUSETTS. PROMOTION OF ESSEX AS A DESTINATION FORSHOPPING, DINING, RECREATION AND APPRECIATION OF ITS EXTENSIVE HISTORY, NATURAL BEAUTY AND OPEN SPACE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SpecialEventsDirectExpensesAmt018850
IRS990EZ/SpecialEventsNetIncomeLossAmt04520
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt035627
IRS990EZ/TotalRevenueAmt038637
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0VISITESSEXMA.COM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018850
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL MUMS EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL PAINT ESSEX EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023370
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04520
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017050
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06200
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS PROGRAM. AMOUNT: 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING AND PROMOTION OF ESSEX . AMOUNT: 21,114. DESCRIPTION: ESSEX ENHANCEMENT EXPENSES. AMOUNT: 701. DESCRIPTION: ESSEX RIVERDAY EXPENSE. AMOUNT: 300. DESCRIPTION: MARKETING OF ESSEX EXPENSE. AMOUNT: 8,622. DESCRIPTION: MEMBERSHIP EXPENSE. AMOUNT: 625. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 50. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 3,415. TOTAL TO FORM 990-EZ, LINE 16: 34,827.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OPENING EQUITY BALANCE. AMOUNT: 14,980.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN LUFKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09787687039
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESSEX MERCHANTS GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0ESSE
ReturnHeader/Filer/EIN0371572828
ReturnHeader/Filer/PhoneNum09787687039
ReturnHeader/Filer/USAddress/AddressLine1Txt044 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0ESSEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001929
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042993500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JON R MORSE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038 PLEASANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLOUCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019305943
ReturnHeader/PreparerPersonGrp/PhoneNum09782832224
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON R MORSE
ReturnHeader/ReturnTs02016-11-14T11:07:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.