Civic Intelligence

Curry & Downey Scholarship Trust

990PF • Fiscal year 2023 • EIN 45-6837157

Jan 01, 2023 to Dec 31, 2023 • Filed on May 04, 2024

Organization Profile
125 High St Ste 901 Bos-301Boston, MA 02110

(781) 581-4292

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$4,072

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

45th percentile

1.0%

Faster asset growth than 45% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,421,607

Up $14,363 (+1.0%) from 2022

Net Assets

Up

$1,421,607

Up $14,363 (+1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin68th percentile

Revenue

Down

$120,019

Down $14,557 (-11%) from 2022

Expenses

Down

$101,865

Down $13,078 (-11%) from 2022

Net Income

Down

$18,154

Down $1,479 (-7.5%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,335,628Liabilities 2013: $02013Assets 2014: $1,293,600Liabilities 2014: $02014Assets 2015: $1,292,781Liabilities 2015: $02015Assets 2019: $1,271,880Liabilities 2019: $02019Assets 2020: $1,327,272Liabilities 2020: $0Net Assets 2020: $1,327,2722020Assets 2021: $1,399,525Liabilities 2021: $0Net Assets 2021: $1,399,5252021Assets 2022: $1,407,244Liabilities 2022: $0Net Assets 2022: $1,407,2442022Assets 2023: $1,421,607Liabilities 2023: $0Net Assets 2023: $1,421,6072023Assets 2024: $1,421,734Liabilities 2024: $0Net Assets 2024: $1,421,7342024

Highlighted filing

2023

Assets$1,421,607
Liabilities$0
Net Assets$1,421,607
Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $51,488Expenses 2013: $80,904Net Income 2013: -$29,4162013Revenue 2014: $61,709Expenses 2014: $101,221Net Income 2014: -$39,5122014Revenue 2015: $102,388Expenses 2015: $93,488Net Income 2015: $8,9002015Revenue 2019: $73,425Expenses 2019: $79,041Net Income 2019: -$5,6162019Revenue 2020: $128,386Expenses 2020: $76,314Net Income 2020: $52,0722020Revenue 2021: $150,732Expenses 2021: $93,381Net Income 2021: $57,3512021Revenue 2022: $134,576Expenses 2022: $114,943Net Income 2022: $19,6332022Revenue 2023: $120,019Expenses 2023: $101,865Net Income 2023: $18,1542023Revenue 2024: $97,622Expenses 2024: $103,107Net Income 2024: -$5,4852024

Highlighted filing

2023

Revenue$120,019
Expenses$101,865
Net Income$18,154
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EASTERN BANKTrustee-$4,072-$4,072
Filing and Contact Details

Filer

Filer Name
Curry & Downey Scholarship Trust
EIN
45-6837157
Phone
7815814292
Address
125 HIGH ST STE 901 BOS-301, BOSTON, MA 02110

Signing Officer

Name
William Walsh
Title
Vice President
Phone
7815814292
Signed
2024-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd80AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd81AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd82AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt039333
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt080686
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0120019
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0120019
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt080686
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02036
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02036
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04072
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt078000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt078000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt039333
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt039333
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018154
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0474276
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt080686
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0108608
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08452
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08452
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016905
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0455
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt088956

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,421,607
Liabilities
$0
Net assets
$1,421,607
Revenue
$120,019
Expenses
$101,865
Net income
$18,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.10$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.12$0.10$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.15$0.09$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.13$0.08$0.05
2019Summary only. Only limited summary data is available for this year.$1.27$0.00$0.07$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$1.29$0.00$0.10$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$1.29$0.00$0.06$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.05$0.08$0.03