Civic Intelligence

Tara L Stevens Memorial Scholarship Fund

EIN 46-1109177 • 501(c)3 • Riverhead, NY

Profile

Provide scholarships to high school seniors and contribute annual grants

186 Point RoadRiverhead, NY 11901

n/A

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

30th percentile

-11%

Higher net margin than 30% 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 2018

Asset Growth

12th percentile

-92%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

28th percentile

-29%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$338

Down $4,124 (-92%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$338

Down $4,124 (-92%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin30th percentile

Revenue

Down

$38,400

Down $16,010 (-29%) from 2017

Expenses

Down

$42,524

Down $7,601 (-15%) from 2017

Net Income

Down

-$4,124

Down $8,409 (-196%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$30K$20K$10K$0Assets 2013: $24,720Liabilities 2013: $0Net Assets 2013: $24,7202013Assets 2014: $19,404Liabilities 2014: $0Net Assets 2014: $19,4042014Assets 2015: $11,317Liabilities 2015: $0Net Assets 2015: $11,3172015Assets 2016: $177Liabilities 2016: $0Net Assets 2016: $1772016Assets 2017: $4,462Liabilities 2017: $0Net Assets 2017: $4,4622017Assets 2018: $338Liabilities 2018: $0Net Assets 2018: $3382018

Highlighted filing

2018

Assets$338
Liabilities$0
Net Assets$338
Open 2018 Filing

Operations Trend

Revenue Growth28th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $46,910Expenses 2013: $22,290Net Income 2013: $24,6202013Revenue 2014: $52,099Expenses 2014: $57,415Net Income 2014: -$5,3162014Revenue 2015: $30,212Expenses 2015: $38,299Net Income 2015: -$8,0872015Revenue 2016: $15,000Expenses 2016: $26,140Net Income 2016: -$11,1402016Revenue 2017: $54,410Expenses 2017: $50,125Net Income 2017: $4,2852017Revenue 2018: $38,400Expenses 2018: $42,524Net Income 2018: -$4,1242018

Highlighted filing

2018

Revenue$38,400
Expenses$42,524
Net Income-$4,124
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$338
Liabilities
$0
Net assets
$338
Revenue
$38,400
Expenses
$42,524
Net income
-$4,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$38.4$42.5$4.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.00$4.46$54.4$50.1$4.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$15.0$26.1$11.1
2015Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$30.2$38.3$8.09
2014Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$52.1$57.4$5.32
2013Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$46.9$22.3$24.6
Latest Detailed Filing

The latest 2018 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
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$52,462
Mission and Program Overview

Mission

Provide scholarships to high school seniors.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO HIGH SCHOOL SENIORS WHO HAVE OVERCOME PERSONAL CHALLENGES ECONOMIC OR SOCIAL AND DEMONSTRATE A STRONG WILL TO SUCCEED FOR THEMSELVES, THEIR FAMILY OR COMMUNITY.$30,000$0
PROVIDE ASSISTANCE FOR FAMILIES IN NEED DURING HOLIDAYS.$8,256$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR JESSE R GOODALE IIIChairmanPT$0--
DR ANNA THOMPSONTrustee-$0--
PATRICIA A DEMPSEY ESQTrustee-$0--
MARY DEMPSEYTrustee-$0--
COLLIN CLARKTrustee-$0--
DHONNA R GOODALECo-ChairmanPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Auction$19,843---
Total Events$27,157-$22,250$-22,250
Filing and Contact Details

Filer

Filer Name
Tara L Stevens Memorial Scholarship
EIN
46-1109177
Phone
6313699581
Address
186 POINT ROAD, RIVERHEAD, NY 11901

Signing Officer

Name
Dhonna R Goodale
Title
Co-chairman
Phone
5167908937
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Sheehan & Company CPA Pc
Address
165 ORINOCO DR, BRIGHTWATERS, NY 11718
Preparer
Thomas J Novak
Phone
6316657040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: various. Amount given: 30,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: donations for holidays. Grantee name: various. Amount given: 8,256. Total included on form 990-ez, line 10: 38,256.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 43.”

Raw XML Appendix171 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSE R GOODALE III
IRS990EZ/BooksInCareOfDetail/PhoneNum06313699581
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0186 POINT ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIVERHEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019404
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt052462
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8087
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019404
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011317
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038256
IRS990EZ/GrossReceiptsAmt052462
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019404
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011317
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019404
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011317
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR JESSE R GOODALE III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR ANNA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICIA A DEMPSEY ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY DEMPSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLLIN CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DHONNA R GOODALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt043
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS TO HIGH SCHOOL SENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE FOR FAMILIES IN NEED DURING HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SCHOLARSHIPS TO HIGH SCHOOL SENIORS WHO HAVE OVERCOME PERSONAL CHALLENGES ECONOMIC OR SOCIAL AND DEMONSTRATE A STRONG WILL TO SUCCEED FOR THEMSELVES, THEIR FAMILY OR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08256
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt130000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt022250
IRS990EZ/SpecialEventsNetIncomeLossAmt0-22250
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038299
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt030212
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0168933
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0168933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt053899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062572
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0168933
IRS990ScheduleA/TotalSupportAmt0168933
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027157
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt019843
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt07314
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022250
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUMMER AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0272
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07314
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027157
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-22250
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021978
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021978
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 30,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATIONS FOR HOLIDAYS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 8,256. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 38,256.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 43.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DHONNA R GOODALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05167908937
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TARA L STEVENS MEMORIAL SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0TARA
ReturnHeader/Filer/EIN0461109177
ReturnHeader/Filer/PhoneNum06313699581
ReturnHeader/Filer/USAddress/AddressLine1Txt0186 POINT ROAD
ReturnHeader/Filer/USAddress/CityNm0RIVERHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132709344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHEEHAN & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0165 ORINOCO DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIGHTWATERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011718
ReturnHeader/PreparerPersonGrp/PhoneNum06316657040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J NOVAK
ReturnHeader/ReturnTs02016-11-15T09:17:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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