Civic Intelligence

Catholic Memorial School Foundation Inc.

990 • Fiscal year 2016 • EIN 38-3957495

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2018

Organization ProfileN/A

Refreshing map…

235 Baker StreetWest Roxbury, MA 02132

(617) 456-8008

Siviq Scores

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

Liabilities / Assets

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.13x

Higher debt load relative to revenue than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

85th percentile

27%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-67%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$1,466,443

Up $307,277 (+27%) from 2015

Net Assets

Up

$1,415,443

Up $282,480 (+25%) from 2015

Liabilities

Up

$51,000

Up $24,797 (+95%) from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin96th percentile

Revenue

Down

$386,078

Down $773,088 (-67%) from 2015

Expenses

Up

$103,598

Up $77,395 (+295%) from 2015

Net Income

Down

$282,480

Down $850,483 (-75%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $1,159,166Liabilities 2015: $26,203Net Assets 2015: $1,132,9632015Assets 2016: $1,466,443Liabilities 2016: $51,000Net Assets 2016: $1,415,4432016Assets 2017: $2,116,411Liabilities 2017: $155,828Net Assets 2017: $1,960,5832017Assets 2018: $3,230,931Liabilities 2018: $233,214Net Assets 2018: $2,997,7172018Assets 2019: $4,186,923Liabilities 2019: $2,056,692Net Assets 2019: $2,130,2312019Assets 2020: $3,404,796Liabilities 2020: $441,894Net Assets 2020: $2,962,9022020Assets 2021: $2,665,438Liabilities 2021: $313,764Net Assets 2021: $2,351,6742021Assets 2022: $3,385,618Liabilities 2022: $77,000Net Assets 2022: $3,308,6182022Assets 2023: $2,979,838Liabilities 2023: $95,750Net Assets 2023: $2,884,0882023

Highlighted filing

2016

Assets$1,466,443
Liabilities$51,000
Net Assets$1,415,443
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $1,159,166Expenses 2015: $26,203Net Income 2015: $1,132,9632015Revenue 2016: $386,078Expenses 2016: $103,598Net Income 2016: $282,4802016Revenue 2017: $562,189Expenses 2017: $17,049Net Income 2017: $545,1402017Revenue 2018: $1,387,001Expenses 2018: $349,867Net Income 2018: $1,037,1342018Revenue 2019: $1,236,494Expenses 2019: $2,117,546Net Income 2019: -$881,0522019Revenue 2020: $1,027,823Expenses 2020: $196,027Net Income 2020: $831,7962020Revenue 2021: $459,124Expenses 2021: $1,070,391Net Income 2021: -$611,2672021Revenue 2022: $1,583,740Expenses 2022: $559,877Net Income 2022: $1,023,8632022Revenue 2023: $802,244Expenses 2023: $1,264,529Net Income 2023: -$462,2852023

Highlighted filing

2016

Revenue$386,078
Expenses$103,598
Net Income$282,480
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2018
Return Version
2015v3.0
Gross Receipts
$386,078
Mission and Program Overview

Mission

Catholic memorial school foundation supports catholic memorial school (west roxbury, ma) by providing financial support for the school's physical plant, programs, operations and tuition assistance.

Catholic memorial school foundation supports catholic memorial school (west roxbury, ma) by providing financial support for the school's physical plant, programs, students, faculty, and staff.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$609,424$592,878▼ $16,546
Cash and Non-Interest-Bearing Accounts-$125,575-
Total Assets$1,159,166$1,466,443▲ $307,277
Other Assets Total$549,742$747,990▲ $198,248
Liabilities
Accounts Payable and Accrued Expenses-$51,000-
Other Liabilities$26,203$0▼ $26,203
Total Liabilities$26,203$51,000▲ $24,797
Net Assets / Fund Balance
Temporarily Rstr Net Assets$926,522$1,355,040▲ $428,518
Permanently Rstr Net Assets$232,644$178,904▼ $53,740
Unrestricted Net Assets$-26,203$-118,501▼ $92,298
Total Net Assets Fund Balance$1,132,963$1,415,443▲ $282,480
Total Liabilities and Net Assets / Fund Balance$1,159,166$1,466,443▲ $307,277

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$747,990--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert P Maloney EsqPresident/chair
F Timothy HegartyClerk/secretary/director
Peter F FolanDirector
William J SuppleDirector
James D BlueTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$386,078
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$386,078
Change in Net Assets
$282,480

Audited Revenue Reconciliation

Revenue per Audited Statements
$386,078
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$386,078
Total Revenue per Form 990
$386,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,598
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$15,200-$15,200
Fees for Services Legal-$12,928-$12,928
Fees for Services Accounting-$10,400-$10,400
Grants to Domestic Orgs$10,000--$10,000
Other Expenses-$1,300-$1,300
Total Functional Expenses$10,000$93,598$0$103,598

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$103,598
Total Expenses per Audited Statements$103,598
Total Expenses per Form 990$103,598
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Memorial SchoolRoxbury, MA-Capital Projects$10,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization's by-laws stipulate that the directors may elect such other committees as they may from time to time determine. However, no committees existed during the filing period and all material governance matters were presided over by the full board of directors.”

Form 990, Part VI, Section B, Line 11

“The form 990 is distributed to each member of the board of directors for review and comment. After an open period for comment from directors, the form 990 is finalized and then filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization's board of directors meets several times each year as business transactions are discussed, members are required to disclose any potential conflicts of interest. This in accordance with the organization's by-laws additionally, conflicts of interest are considered and mitigated during the due diligence process for business transactions all material business transactions must be approved by the board of directors.”

Form 990, Part VI, Section B, Line 15A

“The organization does not have paid employees, the chair of the board (also the president) is the top management official and works on a volunteer basis.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, form 990, and the financial statements available upon request for the same period of disclosure as set forth in section 6104(d). In addition, they are made available through the website for massachusetts attorney general's office.”

Filing and Contact Details

Filer

Filer Name
Catholic Memorial School Foundation
EIN
38-3957495
Phone
6174568008
Address
235 BAKER STREET, WEST ROXBURY, MA 02132

Signing Officer

Name
Rsm US Llp
Title
President and Chair
Phone
6174568008
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert P Maloney Esq
Formed
2015
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129-3742
Preparer
Lynne Johnson
Phone
6179129000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Prospect research: program service expenses 0. Management and general expenses 15,200. Fundraising expenses 0. Total expenses 15,200.”

Financial Statement Notes

PART X, LINE 2:

“The organization follows the fasb asc 740 guidance income taxes, which clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the finacial statements the organization recognizes a tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing autorities management believes that the organization has no material uncertainities in income taxes. The organization accounts for interest and penalties related to uncertain tax positions, if any, as part of tax expense. There were no interest or penalties accrued at june 30,2016.”

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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IRS990/ActivityOrMissionDesc0CATHOLIC MEMORIAL SCHOOL FOUNDATION SUPPORTS CATHOLIC MEMORIAL SCHOOL (WEST ROXBURY, MA) BY PROVIDING FINANCIAL SUPPORT FOR THE SCHOOL'S PHYSICAL PLANT, PROGRAMS, STUDENTS, FACULTY, AND STAFF.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE FASB ASC 740 GUIDANCE INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINACIAL STATEMENTS THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTORITIES MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINITIES IN INCOME TAXES. THE ORGANIZATION ACCOUNTS FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. THERE WERE NO INTEREST OR PENALTIES ACCRUED AT JUNE 30,2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BY-LAWS STIPULATE THAT THE DIRECTORS MAY ELECT SUCH OTHER COMMITTEES AS THEY MAY FROM TIME TO TIME DETERMINE. HOWEVER, NO COMMITTEES EXISTED DURING THE FILING PERIOD AND ALL MATERIAL GOVERNANCE MATTERS WERE PRESIDED OVER BY THE FULL BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. AFTER AN OPEN PERIOD FOR COMMENT FROM DIRECTORS, THE FORM 990 IS FINALIZED AND THEN FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S BOARD OF DIRECTORS MEETS SEVERAL TIMES EACH YEAR AS BUSINESS TRANSACTIONS ARE DISCUSSED, MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THIS IN ACCORDANCE WITH THE ORGANIZATION'S BY-LAWS ADDITIONALLY, CONFLICTS OF INTEREST ARE CONSIDERED AND MITIGATED DURING THE DUE DILIGENCE PROCESS FOR BUSINESS TRANSACTIONS ALL MATERIAL BUSINESS TRANSACTIONS MUST BE APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE PAID EMPLOYEES, THE CHAIR OF THE BOARD (ALSO THE PRESIDENT) IS THE TOP MANAGEMENT OFFICIAL AND WORKS ON A VOLUNTEER BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990, AND THE FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THEY ARE MADE AVAILABLE THROUGH THE WEBSITE FOR MASSACHUSETTS ATTORNEY GENERAL'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROSPECT RESEARCH: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,200.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0926522
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01355040
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IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt01159166
IRS990/TotalAssetsGrp/EOYAmt01466443
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0386078
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt093598
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103598
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026203
IRS990/TotalLiabilitiesEOYAmt051000
IRS990/TotalLiabilitiesGrp/BOYAmt026203
IRS990/TotalLiabilitiesGrp/EOYAmt051000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01132963
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01415443
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0386078
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01159166
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01466443
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-26203
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-118501
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 BAKER STREET
IRS990/USAddress/CityNm0WEST ROXBURY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002132
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RSM US LLP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06174568008
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHOLIC MEMORIAL SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CATH
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ReturnHeader/Filer/PhoneNum06174568008
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 BAKER STREET
ReturnHeader/Filer/USAddress/CityNm0WEST ROXBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 CITY SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021293742
ReturnHeader/PreparerPersonGrp/PhoneNum06179129000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE JOHNSON
ReturnHeader/ReturnTs02018-11-14T13:30:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,466,443
Liabilities
$51,000
Net assets
$1,415,443
Revenue
$386,078
Expenses
$103,598
Net income
$282,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.10$2.88$0.80$1.26$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.08$3.31$1.58$0.56$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.31$2.35$0.46$1.07$0.61
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.44$2.96$1.03$0.20$0.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$2.06$2.13$1.24$2.12$0.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.23$3.00$1.39$0.35$1.04
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.12$0.16$1.96$0.56$0.02$0.55
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.05$1.42$0.39$0.10$0.28
2015Summary only. Only limited summary data is available for this year.$1.16$0.03$1.13$1.16$0.03$1.13