Civic Intelligence

Emily Swartz Scholarship Fund

EIN 46-2992356 • 501(c)3 • Plymouth, MA

Profile

The corporation is organized exclusively for the charitable and educational purposes including, without limitation, providing scholarships for students interested in arts and music, providing supplemental

9 Blue Heron DrivePlymouth, MA 02360

aol.com

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 2014

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

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 2014

Asset Growth

62nd percentile

4.5%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-74%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$73,247

Up $3,162 (+4.5%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$73,247

Up $3,162 (+4.5%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin70th percentile

Revenue

Down

$20,935

Down $60,495 (-74%) from 2013

Expenses

Up

$17,773

Up $6,428 (+57%) from 2013

Net Income

Down

$3,162

Down $66,923 (-95%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$80K$60K$40K$20K$0Assets 2013: $70,085Net Assets 2013: $70,0852013Assets 2014: $73,247Liabilities 2014: $0Net Assets 2014: $73,2472014

Highlighted filing

2014

Assets$73,247
Liabilities$0
Net Assets$73,247
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$100K$50K$0Revenue 2013: $81,430Expenses 2013: $11,345Net Income 2013: $70,0852013Revenue 2014: $20,935Expenses 2014: $17,773Net Income 2014: $3,1622014

Highlighted filing

2014

Revenue$20,935
Expenses$17,773
Net Income$3,162
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,247
Liabilities
$0
Net assets
$73,247
Revenue
$20,935
Expenses
$17,773
Net income
$3,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$73.2$0.00$73.2$20.9$17.8$3.16
2013Detailed filing. Detailed filing data is available for this year.$70.1$70.1$81.4$11.3$70.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$20,935
Mission and Program Overview

Mission

Charitable and educational purposes

The corporation is organized exclusively for the charitable and educational purposes including, without limitation, providing scholarships for students interested in arts and music, providing supplemental

Program Services

DescriptionGrantsExpenses
THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR THE CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, WITHOUT LIMITATION, PROVIDING SCHOLARSHIPS FOR STUDENTS INTERESTED IN ARTS AND MUSIC, PROVIDING SUPPLEMENTAL SUPPPORT TO EXTRA CURRICULAR SCHOOL PROGRAMS, AND MAKING GRANTS FOR RESEARCH IN TYPE 1 DIABETES$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC SWARTZPresidentPT$0--
STEVE DIFILLIPPOTreasurer-$0--
LAURA SWARTZClerkPT$0--
Filing and Contact Details

Filer

Filer Name
Emily Swartz Scholarship Fund
EIN
46-2992356
Phone
5082241440
Address
9 BLUE HERON DRIVE, PLYMOUTH, MA 02360

Signing Officer

Name
Eric Swartz
Title
President
Phone
5082241440
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Mccarthy Hargrave & Co
Address
385 COURT STREET SUITE 202C, PLYMOUTH, MA 02360
Preparer
Michael Hargrave
Phone
5084105990
Supplemental Narrative

Additional Explanations

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

“Description: tee shirts. Amount: 1,576. Description: supplies. Amount: 4,602. Description: plymouth public schools - scholarships and emily's garden. Amount: 10,675. Description: miscellaneous. Amount: 245. Total to form 990-ez, line 16: 17,098.”

Raw XML Appendix130 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/PersonNm0ERIC SWARTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05082241440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09 BLUE HERON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLYMOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070085
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073247
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt020935
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt03162
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0325
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070085
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073247
IRS990EZ/GrossReceiptsAmt020935
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070085
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073247
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070085
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073247
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC SWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE DIFILLIPPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA SWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017098
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR THE CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, WITHOUT LIMITATION, PROVIDING SCHOLARSHIPS FOR STUDENTS INTERESTED IN ARTS AND MUSIC, PROVIDING SUPPLEMENTAL
IRS990EZ/PrintingPublicationsPostageAmt0350
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR THE CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, WITHOUT LIMITATION, PROVIDING SCHOLARSHIPS FOR STUDENTS INTERESTED IN ARTS AND MUSIC, PROVIDING SUPPLEMENTAL SUPPPORT TO EXTRA CURRICULAR SCHOOL PROGRAMS, AND MAKING GRANTS FOR RESEARCH IN TYPE 1 DIABETES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017773
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020935
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt081430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0102365
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0102365
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081430
IRS990ScheduleA/Total509Grp/TotalAmt0102365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081430
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TEE SHIRTS. AMOUNT: 1,576. DESCRIPTION: SUPPLIES. AMOUNT: 4,602. DESCRIPTION: PLYMOUTH PUBLIC SCHOOLS - SCHOLARSHIPS AND EMILY'S GARDEN. AMOUNT: 10,675. DESCRIPTION: MISCELLANEOUS. AMOUNT: 245. TOTAL TO FORM 990-EZ, LINE 16: 17,098.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05082241440
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMILY SWARTZ SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0EMIL
ReturnHeader/Filer/EIN0462992356
ReturnHeader/Filer/PhoneNum05082241440
ReturnHeader/Filer/USAddress/AddressLine1Txt09 BLUE HERON DRIVE
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002360
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042594880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCARTHY HARGRAVE & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0385 COURT STREET SUITE 202C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002360
ReturnHeader/PreparerPersonGrp/PhoneNum05084105990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL HARGRAVE
ReturnHeader/ReturnTs02015-10-26T14:41:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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