Civic Intelligence

Orleans Chamber Foundation Inc

990EZ • Fiscal year 2017 • EIN 46-1841631

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 17, 2018

Organization ProfileN/A
44 Main StreetOrleans, MA 02653

(508) 255-7230

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.2%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

8.8%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$80,588

Up $3,264 (+4.2%) from 2016

Net Assets

Up

$80,588

Up $3,264 (+4.2%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$16,992

Up $1,368 (+8.8%) from 2016

Expenses

Down

$13,728

Down $1,024 (-6.9%) from 2016

Net Income

Up

$3,264

Up $2,392 (+274%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$150K$100K$50K$0Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $74,487Liabilities 2014: $0Net Assets 2014: $74,4872014Assets 2015: $76,451Liabilities 2015: $0Net Assets 2015: $76,4512015Assets 2016: $77,324Net Assets 2016: $77,3242016Assets 2017: $80,588Net Assets 2017: $80,5882017Assets 2018: $88,828Net Assets 2018: $88,8282018Assets 2019: $126,866Net Assets 2019: $126,8662019Assets 2020: $115,778Liabilities 2020: $0Net Assets 2020: $115,7782020Assets 2021: $128,925Liabilities 2021: $0Net Assets 2021: $128,9252021Assets 2022: $121,231Liabilities 2022: $0Net Assets 2022: $121,2312022Assets 2023: $111,013Liabilities 2023: $0Net Assets 2023: $111,0132023Assets 2024: $109,445Liabilities 2024: $0Net Assets 2024: $109,4452024

Highlighted filing

2017

Assets$80,588
Liabilities-
Net Assets$80,588
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $78,570Expenses 2014: $4,083Net Income 2014: $74,4872014Revenue 2015: $15,286Expenses 2015: $13,322Net Income 2015: $1,9642015Revenue 2016: $15,624Expenses 2016: $14,752Net Income 2016: $8722016Revenue 2017: $16,992Expenses 2017: $13,728Net Income 2017: $3,2642017Revenue 2018: $31,734Expenses 2018: $23,494Net Income 2018: $8,2402018Revenue 2019: $36,738Expenses 2019: $29,905Net Income 2019: $6,8332019Revenue 2020: $3,306Expenses 2020: $10,214Net Income 2020: -$6,9082020Revenue 2021: $9,956Expenses 2021: $11,290Net Income 2021: -$1,3342021Expenses 2022: $7,6942022Revenue 2023: $5,032Expenses 2023: $10,650Net Income 2023: -$5,6182023Revenue 2024: $6,820Expenses 2024: $10,348Net Income 2024: -$3,5282024

Highlighted filing

2017

Revenue$16,992
Expenses$13,728
Net Income$3,264
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 17, 2018
Return Version
2017v2.2
Gross Receipts
$16,992
Mission and Program Overview

Mission

To promote arts and culture in orleans ma

To promote arts and culture in Orleans and raise funds for scholarships.

Program Services

DescriptionGrantsExpenses
RAISE FUNDS FOR LOCAL SCHOLARSHIPS, ONE STUDENT.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SASSY RICHARDSONChairPT$0--
BTIAN JUNKINSChair EkectPT$0--
ERIK OLIVERPast ChairPT$0--
ABIGAIL ADAMSSecretaryPT$0--
MICHELLE BORGHITreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Orleans Chamber Foundation Inc
EIN
46-1841631
Phone
5082557230
Address
44 Main Street, Orleans, MA 02653

Signing Officer

Name
Sassandra Richardson
Title
Chair of the Board
Phone
5082557230
Signed
2018-04-17

Preparer

Firm
The Montgomery Financial Group Inc
Address
195 ROUTE 6A, ORLEANS, MA 02653
Preparer
Herb Montgomery
Phone
5082401151
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Credit Card Fees 9.”

Form 990EZ, Part I, Line 16

“Accounting Fees 600.”

Form 990EZ, Part I, Line 16

“Donations 400.”

Form 990EZ, Part I, Line 16

“Scholrship Awards 6000.”

Form 990EZ, Part I, Line 16

“Surf Film expense 6292.”

Form 990EZ, Part I, Line 16

“Supplies 177.”

Form 990EZ, Part I, Line 16

“Insurance Liability D&O 250.”

Form 990EZ, Part II, Line 24

“Net Income 3264.”

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/PersonNm0NOELLE PENA
IRS990EZ/BooksInCareOfDetail/PhoneNum05082557203
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt044 Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Orleans
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002653
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077324
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016987
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03264
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080588
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt016992
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080588
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080588
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SASSY RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BTIAN JUNKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIK OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ABIGAIL ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE BORGHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair Ekect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Past Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03264
IRS990EZ/OtherExpensesTotalAmt013728
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote arts and culture in Orleans and raise funds for scholarships.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS FOR LOCAL SCHOLARSHIPS, ONE STUDENT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013728
IRS990EZ/TotalRevenueAmt016992
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032607
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt032607
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016987
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015620
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032607
IRS990ScheduleA/TotalSupportAmt032607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Credit Card Fees 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounting Fees 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Donations 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholrship Awards 6000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Surf Film expense 6292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies 177.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance Liability D&O 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Net Income 3264.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SASSANDRA RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR OF THE BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum05082557230
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Orleans Chamber Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0ORLE
ReturnHeader/Filer/EIN0461841631
ReturnHeader/Filer/PhoneNum05082557230
ReturnHeader/Filer/USAddress/AddressLine1Txt044 Main Street
ReturnHeader/Filer/USAddress/CityNm0Orleans
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002653
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A92437CCBA25F556FF81CB4506B9DEACE6541AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05A92437CCBA25F556FF81CB4506B9DEACE6541AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.19.242.75
ReturnHeader/FilingSecurityInformation/IPDt02018-08-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:12:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MONTGOMERY FINANCIAL GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0195 ROUTE 6A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002653
ReturnHeader/PreparerPersonGrp/PhoneNum05082401151
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HERB MONTGOMERY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-21T08:12:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,588
Liabilities
-
Net assets
$80,588
Revenue
$16,992
Expenses
$13,728
Net income
$3,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.10$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.37$0.30$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.32$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.17$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.16$0.15$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.15$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.79$0.04$0.74
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00