Civic Intelligence

Alumni and Friends of Upper Cape Cod Regional Technical School Inc

990EZ • Fiscal year 2024 • EIN 45-2640874

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 25, 2025

220 Sandwich RoadBuzzards Bay, MA 02532

(508) 759-7711

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

320%

Faster asset growth than 97% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

10072%

Faster revenue growth than 100% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$55,686

Up $42,417 (+320%) from 2023

Net Assets

Up

$55,686

Up $42,417 (+320%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$51,062

Up $50,560 (+10072%) from 2023

Expenses

Up

$8,645

Up $7,921 (+1094%) from 2023

Net Income

Up

$42,417

Up $42,639 (+19207%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2016: $1Liabilities 2016: $02016Assets 2017: $74Liabilities 2017: $0Net Assets 2017: $742017Assets 2019: $10,638Liabilities 2019: $0Net Assets 2019: $10,6382019Assets 2020: $23,489Liabilities 2020: $0Net Assets 2020: $23,4892020Assets 2021: $23,642Liabilities 2021: $0Net Assets 2021: $23,6422021Assets 2022: $13,491Liabilities 2022: $0Net Assets 2022: $13,4912022Assets 2023: $13,269Liabilities 2023: $0Net Assets 2023: $13,2692023Assets 2024: $55,686Liabilities 2024: $0Net Assets 2024: $55,6862024Assets 2025: $13,467Liabilities 2025: $0Net Assets 2025: $13,4672025

Highlighted filing

2024

Assets$55,686
Liabilities$0
Net Assets$55,686

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $155Expenses 2017: $81Net Income 2017: $742017Revenue 2019: $473Expenses 2019: $50Net Income 2019: $4232019Revenue 2020: $12,8512020Revenue 2021: $1532021Revenue 2022: $493Expenses 2022: $10,644Net Income 2022: -$10,1512022Revenue 2023: $502Expenses 2023: $724Net Income 2023: -$2222023Revenue 2024: $51,062Expenses 2024: $8,645Net Income 2024: $42,4172024Revenue 2025: $1,036Expenses 2025: $43,255Net Income 2025: -$42,2192025

Highlighted filing

2024

Revenue$51,062
Expenses$8,645
Net Income$42,417
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 25, 2025
Return Version
2023v6.0
Gross Receipts
$51,062
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Support for local programs and activities beneficial to the communities of Bourne, Falmouth, Marion, Sandwich and Wareham-$7,875
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul LorussoPresident-$0--
Robert DutchTreasurer-$0--
Lisa McKenzieSecretary-$0--
Steve ChalkeDirector-$0--
John DoranDirector-$0--
Kevin FarrDirector-$0--
Douglas McDonaldDirector-$0--
Patricia PivaDirector-$0--
Marie OliviaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alumni & Friends of Upper Cape Cod Regional Techni
EIN
45-2640874
Address
220 Sandwich Road, Buzzards Bay, MA 02532

Signing Officer

Name
Robert Dutch
Title
Treasurer
Phone
5087597711
Signed
2025-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Allan Smith & Company CPAs PC
Address
Two Cabot Place Suite 8, Stoughton, MA 02072
Preparer
Allan Smith CPA
Phone
7742065553
Supplemental Narrative

Additional Explanations

General explanation attachment

The Organizations exempt purpose is to advance the cause of secondary and technical education and to foster a beneficial relationship between the Upper Cape Cod Regional Technical School, a Commonwealth of Massachusetts regional vocational technical secondary school supported by the member communities of Bourne, Falmouth, Marion, Sandwich and Wareham, the aforementioned member communities it serves, and the Schools alumni and friends, to fund local programs and activities that will benefit the welfare of the residents of the municipalities served by the Upper Cape Cod Regional Technical School; and, the making of distributions to organizations that qualify as tax-exempt organizations under Section 501(c)(3) of the Internal Revenue Code.

Description of other expenses Part I line 16

Description AmountFENCE 7,875MA FILING FEE 15

Raw XML Appendix188 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Buzzards Bay
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Paul Lorusso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Dutch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa McKenzie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Chalke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4John Doran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kevin Farr
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Patricia Piva
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Marie Olivia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07890
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organizations exempt purpose is to advance the cause of secondary and technical education and to foster a beneficial relationship between the Upper Cape Cod Regional Technical School, a Commonwealth of Massachusetts regional vocational technical secondary school supported by the member communities of Bourne, Falmouth, Marion, Sandwich and Wareham, the aforementioned member communities it serves, and the Schools alumni and friends, to fund local programs and activities that will benefit the welfare of the residents of the municipalities served by the Upper Cape Cod Regional Technical School; and, the making of distributions to organizations that qualify as tax-exempt organizations under Section 501(c)(3) of the Internal Revenue Code.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFENCE 7,875MA FILING FEE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Dutch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05087597711
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alumni & Friends of Upper Cape Cod Regional Techni
ReturnHeader/Filer/BusinessNameControlTxt0ALUM
ReturnHeader/Filer/EIN0452640874
ReturnHeader/Filer/USAddress/AddressLine1Txt0220 Sandwich Road
ReturnHeader/Filer/USAddress/CityNm0Buzzards Bay
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002532
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810974967
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allan Smith & Company CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Two Cabot Place Suite 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stoughton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002072
ReturnHeader/PreparerPersonGrp/PhoneNum07742065553
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allan Smith CPA
ReturnHeader/ReturnTs02025-03-14T23:59:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits