Civic Intelligence

Joanne Wood Scholarship Fund

EIN 45-5423780 • 501(c)3 • Lincoln, MA

Profile

Provide scholarships for graduate school education

106 So Great RoadLincoln, MA 01773

joannewoodscholarshipfund.org

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 2018

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

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 2015

Asset Growth

61st percentile

3.6%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$117,492

Up $4,132 (+3.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin83rd percentile

Revenue

Up

$12,125

Up $1,937 (+19%) from 2017

Expenses

Up

$7,993

Up $5,177 (+184%) from 2017

Net Income

Down

$4,132

Down $3,240 (-44%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2013: $70,619Liabilities 2013: $0Net Assets 2013: $70,6192013Assets 2014: $85,078Liabilities 2014: $0Net Assets 2014: $85,0782014Assets 2015: $101,998Liabilities 2015: $0Net Assets 2015: $101,9982015Assets 2016: $105,988Liabilities 2016: $02016Assets 2017: $113,360Liabilities 2017: $02017Assets 2018: $117,492Liabilities 2018: $02018

Highlighted filing

2018

Assets$117,492
Liabilities$0
Net Assets-
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$80K$60K$40K$20K$0Revenue 2013: $71,777Expenses 2013: $1,158Net Income 2013: $70,6192013Revenue 2014: $21,040Expenses 2014: $6,581Net Income 2014: $14,4592014Revenue 2015: $22,526Expenses 2015: $5,606Net Income 2015: $16,9202015Revenue 2016: $21,526Expenses 2016: $17,536Net Income 2016: $3,9902016Revenue 2017: $10,188Expenses 2017: $2,816Net Income 2017: $7,3722017Revenue 2018: $12,125Expenses 2018: $7,993Net Income 2018: $4,1322018

Highlighted filing

2018

Revenue$12,125
Expenses$7,993
Net Income$4,132
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$117,492
Liabilities
$0
Net assets
-
Revenue
$12,125
Expenses
$7,993
Net income
$4,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$1.17$0.00$0.12$0.08$0.04
2017Summary only. Only limited summary data is available for this year.$1.13$0.00$0.10$0.03$0.07
2016Summary only. Only limited summary data is available for this year.$1.06$0.00$0.22$0.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.23$0.06$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.21$0.07$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.72$0.01$0.71
Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Apr 17, 2016
Return Version
2014v6.0
Gross Receipts
$35,715
Mission and Program Overview

Mission

Provide scholarships for graduate school education

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP WAS AWARDED TO GRADUATE SCHOOL STUDENT$5,000$5,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW TROMBADOREPresident-$0--
CAROL LABADINIClerk-$0--
HELEN WATERSDirector-$0--
KATHY LEBLANCDirector-$0--
CAROL ZWANGERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$18,667$15,557-$15,557
Total Events$18,667$15,557$13,189$2,368
Filing and Contact Details

Filer

Filer Name
Joanne Wood Scholarship Fund
EIN
45-5423780
Address
106 SO GREAT ROAD, LINCOLN, MA 01773

Signing Officer

Name
Matthew Trombadore
Title
President
Signed
2016-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Carol N Zwanger CPA
Address
72 CUSHING ST, CAMBRIDGE, MA 02138-4583
Preparer
Carol Zwanger
Phone
6178682899
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies and expenses 606 total 606”

Raw XML Appendix148 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/PersonNm0MATTHEW TROMBADORE
IRS990EZ/BooksInCareOfDetail/PhoneNum07812548040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0106 SO GREAT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001773
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085078
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101998
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020131
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016920
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt085078
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101998
IRS990EZ/FundraisingGrossIncomeAmt015557
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt035715
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt027
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085078
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085078
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101998
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW TROMBADORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL LABADINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HELEN WATERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY LEBLANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROL ZWANGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0606
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS FOR GRADUATE SCHOOL EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP WAS AWARDED TO GRADUATE SCHOOL STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013189
IRS990EZ/SpecialEventsNetIncomeLossAmt02368
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05606
IRS990EZ/TotalProgramServiceExpensesAmt05000
IRS990EZ/TotalRevenueAmt022526
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0JOANNEWOODSCHOLARSHIPFUND.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt059821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090618
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt065
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt01368
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt09345
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt011947
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt022660
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt090618
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059821
IRS990ScheduleA/Total509Grp/TotalAmt090618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071777
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0113343
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03110
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03110
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013189
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015557
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02368
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03110
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03110
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010079
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES AND EXPENSES 606 TOTAL 606
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW TROMBADORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOANNE WOOD SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0455423780
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 SO GREAT ROAD
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001773
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043348849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAROL N ZWANGER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt072 CUSHING ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMBRIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021384583
ReturnHeader/PreparerPersonGrp/PhoneNum06178682899
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL ZWANGER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-18T15:06:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

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