Civic Intelligence

The Joe and Mary Fund Charitable Tr

EIN 45-2836221 • 501(c)3 • Northbridge, MA

Profile

CHARITABLE GIVING

39 Church Ave PO BOX 446Northbridge, MA 01534-0446
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$4,899

Flat from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Flat

$4,899

Flat from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin46th percentile

Revenue

Down

$3,009

Down $607 (-17%) from 2015

Expenses

Up

$3,009

Up $2,234 (+288%) from 2015

Net Income

Down

$0

Down $2,841 (-100%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0K$4.0K$2.0K$0Assets 2011: $1,613Liabilities 2011: $0Net Assets 2011: $1,6132011Assets 2012: $2,110Liabilities 2012: $0Net Assets 2012: $2,1102012Assets 2013: $3,118Liabilities 2013: $0Net Assets 2013: $3,1182013Assets 2014: $2,058Liabilities 2014: $0Net Assets 2014: $2,0582014Assets 2015: $4,899Liabilities 2015: $0Net Assets 2015: $4,8992015Assets 2016: $4,899Liabilities 2016: $0Net Assets 2016: $4,8992016

Highlighted filing

2016

Assets$4,899
Liabilities$0
Net Assets$4,899
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $2,526Expenses 2011: $913Net Income 2011: $1,6132011Revenue 2012: $2,693Expenses 2012: $2,196Net Income 2012: $4972012Revenue 2013: $2,452Expenses 2013: $1,996Net Income 2013: $4562013Revenue 2014: $3,009Expenses 2014: $4,069Net Income 2014: -$1,0602014Revenue 2015: $3,616Expenses 2015: $775Net Income 2015: $2,8412015Revenue 2016: $3,009Expenses 2016: $3,009Net Income 2016: $02016

Highlighted filing

2016

Revenue$3,009
Expenses$3,009
Net Income$0
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,899
Liabilities
$0
Net assets
$4,899
Revenue
$3,009
Expenses
$3,009
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,899$0$4,899$3,009$3,009$0
2015Detailed filing. Detailed filing data is available for this year.$4,899$0$4,899$3,616$775$2,841
2014Detailed filing. Detailed filing data is available for this year.$2,058$0$2,058$3,009$4,069$1,060
2013Detailed filing. Detailed filing data is available for this year.$3,118$0$3,118$2,452$1,996$456
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,110$0$2,110$2,693$2,196$497
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,613$0$1,613$2,526$913$1,613
Latest Detailed Filing

The latest 2016 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
May 9, 2016
Return Version
2015v2.1
Gross Receipts
$3,616
Mission and Program Overview

Mission

CHARITABLE GIVING

Program Services

DescriptionGrantsExpenses
CHARITY GIVING FAMILIES IN NEED SUPPORT$775-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rev F James CarmodyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Joe and Mary Fund Charitable Tr
EIN
45-2836221
Address
39 Church Ave PO BOX 446, Northbridge, MA 01534-0446

Signing Officer

Name
Rev F James Carmody
Title
Trustee
Phone
5082342156
Signed
2016-05-09
Discuss with paid preparer
Yes

Preparer

Firm
William H Brunell Inc
Address
185 June St, Worcester, MA 01602
Preparer
William H Brunell EA
Phone
5087524804
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity CHARITY GIVING Grantee LIST AVAILABLE Street 39 CHURCH ST City, State, Zip Northbridge, MA 01534Relationship NONE Amount 775”

Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Rev F James Carmody
IRS990EZ/BooksInCareOfDetail/PhoneNum05082342156
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030 Julio Dr APT 416E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shrewsbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001545
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02058
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04899
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03616
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02841
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02058
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04899
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0775
IRS990EZ/GrossReceiptsAmt03616
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02058
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04899
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02058
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04899
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rev F James Carmody
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE GIVING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITY GIVING FAMILIES IN NEED SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0775
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0775
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03616
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02452
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014294
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt014294
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03009
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02524
IRS990ScheduleA/Total509Grp/TotalAmt014294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02526
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity CHARITY GIVING Grantee LIST AVAILABLE Street 39 CHURCH ST City, State, Zip Northbridge, MA 01534Relationship NONE Amount 775
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rev F James Carmody
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05082342156
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Joe and Mary Fund Charitable Tr
ReturnHeader/Filer/BusinessNameControlTxt0JOEA
ReturnHeader/Filer/EIN0452836221
ReturnHeader/Filer/USAddress/AddressLine1Txt039 Church Ave PO BOX 446
ReturnHeader/Filer/USAddress/CityNm0Northbridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0015340446
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043342436
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William H Brunell Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 June St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Worcester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001602
ReturnHeader/PreparerPersonGrp/PhoneNum05087524804
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William H Brunell EA
ReturnHeader/ReturnTs02016-05-09T10:33:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.