Civic Intelligence

Catholic Memorial School Foundation Inc.

990 • Fiscal year 2019 • EIN 38-3957495

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

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

81st percentile

0.49x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

1.66x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-71%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$4,186,923

Up $955,992 (+30%) from 2018

Net Assets

Down

$2,130,231

Down $867,486 (-29%) from 2018

Liabilities

Up

$2,056,692

Up $1,823,478 (+782%) from 2018

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin4th percentile

Revenue

Down

$1,236,494

Down $150,507 (-11%) from 2018

Expenses

Up

$2,117,546

Up $1,767,679 (+505%) from 2018

Net Income

Down

-$881,052

Down $1,918,186 (-185%) from 2018

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

2019

Assets$4,186,923
Liabilities$2,056,692
Net Assets$2,130,231
Open 2019 Filing

Operations Trend

Revenue Growth21st 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

2019

Revenue$1,236,494
Expenses$2,117,546
Net Income-$881,052
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.2
Gross Receipts
$1,236,494
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,225,797$2,421,402▲ $1,195,605
Pledges and Grants Receivable$1,425,449$1,743,824▲ $318,375
Cash and Non-Interest-Bearing Accounts$155,575--
Total Assets$3,230,931$4,186,923▲ $955,992
Other Assets Total$424,110$21,697▼ $402,413
Liabilities
Grants Payable-$1,832,000-
Other Liabilities$168,534$166,993▼ $1,541
Accounts Payable and Accrued Expenses$64,680$57,699▼ $6,981
Total Liabilities$233,214$2,056,692▲ $1,823,478
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,944,115$2,107,778▼ $836,337
Permanently Rstr Net Assets$195,674$198,674▲ $3,000
Unrestricted Net Assets$-142,072$-176,221▼ $34,149
Total Net Assets Fund Balance$2,997,717$2,130,231▼ $867,486
Total Liabilities and Net Assets / Fund Balance$3,230,931$4,186,923▲ $955,992
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Michael J CostelloPresident/chair (from June 2019)
Robert P Maloney EsqPresident/chair (until June 2019)
Peter F FolanSecretary/director
James D BlueTreasurer (until June 2019)/director
Thomas BeattyTreasurer/director (from June 2019)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,227,849
Program Service Revenue
$0
Investment Income
$8,645
Other Revenue
$0
All Other Contributions
$1,227,849
Change in Net Assets
$-881,052

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$109,898Fair Market Value (FMV)
Total Noncash Contributions2$109,898-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,236,494
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$13,566
Total Revenue per Audited Statements
$1,250,060
Total Revenue per Form 990
$1,236,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,982,000
Other Expenses$135,546
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,982,000--$1,982,000
Fees for Services Legal-$41,848-$41,848
Fees for Services Accounting-$14,000-$14,000
All Other Expenses-$499-$499
Other Expenses-$13-$13
Total Functional Expenses$1,982,000$135,546$0$2,117,546

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,117,546
Total Expenses per Audited Statements$2,117,546
Total Expenses per Form 990$2,117,546
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Memorial SchoolRoxbury, MA501(c)(3)Capital Projects & General Operations$1,982,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Catholic Memorial School$166,993
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
No
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 11B

“The form 990 without schedule b is distributed to each member of the board of directors for review before filing with the irs.”

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

“The organization's board of directors meets during the year. 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. Any director having a possible conflict of interest on any matter before the board shall not vote nor use his or her personal influence on any vote. The minutes of the meeting shall reflect that a disclosure was made and that the member abstained from voting.”

Form 990, Part VI, Section B, Line 15

“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
Michael J Costello
Title
President and Chair
Phone
6174568008
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael J Costello
Formed
2015
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors is charged with oversight of the independent audit, financial statements and the selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The foundation 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 financial statements. The foundation 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 authorities. Management believes that the foundation has no material uncertainties in income taxes. The foundation was incorporated in march 2015 and therefore all of its federal and state income tax filings are subject to income tax examinations. The foundation accounts for interest and penalties related to uncertain tax positions, if any, as a part of tax expense.”

Raw XML Appendix379 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, OPERATIONS AND TUITION ASSISTANCE.
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IRS990/MissionDesc0CATHOLIC 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.
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02117546
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt013566
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0166993
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CATHOLIC MEMORIAL SCHOOL
IRS990ScheduleD/RevenueNotReportedAmt013566
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01236494
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION 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 FINANCIAL STATEMENTS. THE FOUNDATION 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 AUTHORITIES. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE FOUNDATION WAS INCORPORATED IN MARCH 2015 AND THEREFORE ALL OF ITS FEDERAL AND STATE INCOME TAX FILINGS ARE SUBJECT TO INCOME TAX EXAMINATIONS. THE FOUNDATION ACCOUNTS FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS A PART OF TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02117546
IRS990ScheduleD/TotalLiabilityAmt0166993
IRS990ScheduleD/TotalRevenuePerForm990Amt01236494
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01250060
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02117546
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01982000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAPITAL PROJECTS & GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC MEMORIAL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0042229971
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0235 BAKER STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROXBURY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002132
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION REQUIRES REGULAR FORMAL AND INFORMAL UPDATES FROM THE CATHOLIC MEMORIAL SCHOOL PRESIDENT ON THE STATUS OF GRANT MONIES AWARDED. THIS INCLUDES STATUS UPDATES ON CAPITAL PROJECTS, REPORTS ON STUDENT PROGRESS FOR FINANCIAL AID AND HOW GRANT MONEY IS BEING APPLIED TO THESE INITIATIVES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0109898
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF GIFTS RECEIVED.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
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 WITHOUT SCHEDULE B IS DISTRIBUTED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S BOARD OF DIRECTORS MEETS DURING THE YEAR. 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. ANY DIRECTOR HAVING A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER BEFORE THE BOARD SHALL NOT VOTE NOR USE HIS OR HER PERSONAL INFLUENCE ON ANY VOTE. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE MEMBER ABSTAINED FROM VOTING.
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/ExplanationTxt5THE BOARD OF DIRECTORS IS CHARGED WITH OVERSIGHT OF THE INDEPENDENT AUDIT, FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02944115
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02107778
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03230931
IRS990/TotalAssetsEOYAmt04186923
IRS990/TotalAssetsGrp/BOYAmt03230931
IRS990/TotalAssetsGrp/EOYAmt04186923
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01227849
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0135546
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01982000
IRS990/TotalFunctionalExpensesGrp/TotalAmt02117546
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0233214
IRS990/TotalLiabilitiesEOYAmt02056692
IRS990/TotalLiabilitiesGrp/BOYAmt0233214
IRS990/TotalLiabilitiesGrp/EOYAmt02056692
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02997717
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02130231
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01982000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08645
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01236494
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03230931
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04186923
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-142072
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-176221
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 BAKER STREET
IRS990/USAddress/CityNm0WEST ROXBURY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002132
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J COSTELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06174568008
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHOLIC MEMORIAL SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0383957495
ReturnHeader/Filer/PhoneNum06174568008
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 BAKER STREET
ReturnHeader/Filer/USAddress/CityNm0WEST ROXBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002132
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AECF77219117B6B1EC9B6AE33341583F740A001D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.226.132.236
ReturnHeader/FilingSecurityInformation/IPDt02020-07-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:47:46
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/ZIPCd002129
ReturnHeader/PreparerPersonGrp/PhoneNum06179129000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE JOHNSON
ReturnHeader/ReturnTs02020-07-14T20:38:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,186,923
Liabilities
$2,056,692
Net assets
$2,130,231
Revenue
$1,236,494
Expenses
$2,117,546
Net income
-$881,052
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits