Civic Intelligence

Case High Scholarship Trust Inc

EIN 46-1716395 • 501(c)3 • Swansea, MA

Profile

The organization's mission is to provide college scholarships to students graduating from joseph case high school.

PO Box 33Swansea, MA 02777

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,150,488

Up $335,581 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,150,488

Up $335,581 (+12%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin88th percentile

Revenue

Down

$252,954

Down $35,390 (-12%) from 2024

Expenses

Up

$132,530

Up $1,993 (+1.5%) from 2024

Net Income

Down

$120,424

Down $37,383 (-24%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $1,355,520Liabilities 2014: $0Net Assets 2014: $1,355,5202014Assets 2015: $1,331,937Liabilities 2015: $0Net Assets 2015: $1,331,9372015Assets 2016: $1,452,156Liabilities 2016: $0Net Assets 2016: $1,452,1562016Assets 2017: $1,636,035Liabilities 2017: $0Net Assets 2017: $1,636,0352017Assets 2018: $1,505,847Liabilities 2018: $0Net Assets 2018: $1,505,8472018Assets 2019: $1,754,564Liabilities 2019: $0Net Assets 2019: $1,754,5642019Assets 2020: $2,027,662Liabilities 2020: $0Net Assets 2020: $2,027,6622020Assets 2021: $2,532,307Liabilities 2021: $0Net Assets 2021: $2,532,3072021Assets 2022: $2,075,631Liabilities 2022: $0Net Assets 2022: $2,075,6312022Assets 2023: $2,485,899Liabilities 2023: $0Net Assets 2023: $2,485,8992023Assets 2024: $2,814,907Liabilities 2024: $0Net Assets 2024: $2,814,9072024Assets 2025: $3,150,488Liabilities 2025: $0Net Assets 2025: $3,150,4882025

Highlighted filing

2025

Assets$3,150,488
Liabilities$0
Net Assets$3,150,488
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

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

$400K$300K$200K$100K$0Revenue 2014: $171,680Expenses 2014: $66,526Net Income 2014: $105,1542014Revenue 2015: $108,094Expenses 2015: $66,138Net Income 2015: $41,9562015Revenue 2016: $146,415Expenses 2016: $66,106Net Income 2016: $80,3092016Revenue 2017: $106,599Expenses 2017: $71,129Net Income 2017: $35,4702017Revenue 2018: $131,557Expenses 2018: $72,727Net Income 2018: $58,8302018Revenue 2019: $155,174Expenses 2019: $82,917Net Income 2019: $72,2572019Revenue 2020: $243,337Expenses 2020: $79,494Net Income 2020: $163,8432020Revenue 2021: $338,372Expenses 2021: $75,368Net Income 2021: $263,0042021Revenue 2022: $125,075Expenses 2022: $106,809Net Income 2022: $18,2662022Revenue 2023: $219,205Expenses 2023: $107,678Net Income 2023: $111,5272023Revenue 2024: $288,344Expenses 2024: $130,537Net Income 2024: $157,8072024Revenue 2025: $252,954Expenses 2025: $132,530Net Income 2025: $120,4242025

Highlighted filing

2025

Revenue$252,954
Expenses$132,530
Net Income$120,424
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,150,488
Liabilities
$0
Net assets
$3,150,488
Revenue
$252,954
Expenses
$132,530
Net income
$120,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.25$0.13$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.29$0.13$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.22$0.11$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.13$0.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.34$0.08$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.24$0.08$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$0.16$0.08$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.13$0.07$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.11$0.07$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.15$0.07$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.11$0.07$0.04
2014Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.17$0.07$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 10, 2026
Return Version
2025v4.0
Gross Receipts
$640,727
Mission and Program Overview

Mission

The organization's mission is to provide college scholarships to students graduating from joseph case high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,805,460$3,148,092▲ $342,632
Savings and Temporary Cash Investments$9,448$2,396▼ $7,052
Cash and Non-Interest-Bearing Accounts$-1--
Total Assets$2,814,907$3,150,488▲ $335,581
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,814,907$3,150,488▲ $335,581
Total Net Assets Fund Balance$2,814,907$3,150,488▲ $335,581
Total Liabilities and Net Assets / Fund Balance$2,814,907$3,150,488▲ $335,581

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$2,805,459$44,769▲ $369,761$50,000$3,148,092
2024$2,475,776$15,000▲ $400,545$65,000$2,805,459
2023$2,040,060$30,000▲ $424,324-$2,475,776
2022$2,513,081-▼ $404,413$50,000$2,040,060
2021$2,003,204$116,812▲ $411,582-$2,513,081
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
David W BushellPresident
Amy Hubbard MasonTrustee
Elizabeth D KeetleyTrustee
Joseph D SantosTrustee
Joseph MartinTrustee
KRISTEN O'HEARNTrustee
Melissa KenyonTrustee
Michael L FlanaganTrustee
Patricia ChapmanTrustee
Peter SoaresTrustee
Richard GuntherTrustee
Sarah CooksonTrustee
Steven KenyonTrustee
William CourvilleTrustee
Charlene OrtonCo-treasurer
Sharon FurtadoCo-treasurer
Cristen SiroisSecretary
Maureen BushellSecretary
KELLY O'BRIEN-PLANTEVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$98,033
Program Service Revenue
$0
Investment Income
$154,690
Other Revenue
$231
All Other Contributions
$98,033
Change in Net Assets
$120,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,800
Other Expenses$23,730
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$108,800--$108,800
Fees for Service Investment Mgmnt Fees-$21,897-$21,897
Office Expenses-$1,671-$1,671
Other Expenses-$73-$73
Total Functional Expenses$108,800$23,730$0$132,530
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Maureen bushell david w bushell secretary trustee mother / son steven kenyon melissa kenyon trustee trustee spouses”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is made available to each trustee on request. Form 990 is reviewed in detail by a trustee with a financial background.”

Form 990, Page 6, Part VI, Line 12C

“Trustees disclose conflicts on an annual basis. The activities of the trustees is minimal and every effort is made to avoid conflicts of interest. In the awarding of scholarships, no trustee is permitted to participate in the interviews and selection of award recipients if they have a family relationship with an applicant.”

Form 990, Page 6, Part VI, Line 18

“All forms are available upon request. Form 990 is also available at guidestar.org.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available online via the secretary for the commonwealth of massachusetts corporate database and upon request. The conflict of interest policy is available upon request.”

Filing and Contact Details

Filer

Filer Name
Case High Scholarship Trust Inc
EIN
46-1716395
Phone
5086426544
Address
PO BOX 33, SWANSEA, MA 02777

Signing Officer

Name
David W Bushell
Title
President
Phone
5084153906
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David W Bushell
Formed
2013
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
19

Preparer

Firm
Norman Graham & Digangi Pc
Address
452 WILBUR AVE, SWANSEA, MA 02777-2428
Preparer
Sandra L Digangi
Phone
5086768561
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization's endowment funds are used to fund the annual scholarships awarded to graduating students.”

Raw XML AppendixShowing 400 of 452 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
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO FUND THE ANNUAL SCHOLARSHIPS AWARDED TO GRADUATING STUDENTS.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP RECIPIENTS MUST PROVIDE A COPY OF THEIR CURRENT TUITION BILL AS PROOF OF ENROLLMENT. ALL SCHOLARSHIP CHECKS ARE MADE OUT TO THE EDUCATIONAL INSTITUTION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAUREEN BUSHELL DAVID W BUSHELL SECRETARY TRUSTEE MOTHER / SON STEVEN KENYON MELISSA KENYON TRUSTEE TRUSTEE SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS MADE AVAILABLE TO EACH TRUSTEE ON REQUEST. FORM 990 IS REVIEWED IN DETAIL BY A TRUSTEE WITH A FINANCIAL BACKGROUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES DISCLOSE CONFLICTS ON AN ANNUAL BASIS. THE ACTIVITIES OF THE TRUSTEES IS MINIMAL AND EVERY EFFORT IS MADE TO AVOID CONFLICTS OF INTEREST. IN THE AWARDING OF SCHOLARSHIPS, NO TRUSTEE IS PERMITTED TO PARTICIPATE IN THE INTERVIEWS AND SELECTION OF AWARD RECIPIENTS IF THEY HAVE A FAMILY RELATIONSHIP WITH AN APPLICANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL FORMS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE AT GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE ONLINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE AND UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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