Civic Intelligence

Shawsheen Technical Scholarship Fund Inc

EIN 46-3844100 • 501(c)3 • Billerica, MA

Profile

To raise money for the purpose of funding educational endeavors, inclusive of scholarships for graduates of the Shawsheen Valley Regional Vocational Technical School District.

100 Cook StreetBillerica, MA 01821-5421
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 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

33rd percentile

-7.2%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

52nd percentile

-0.5%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

53%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$477,092

Down $2,322 (-0.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$477,092

Down $2,322 (-0.5%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin33rd percentile

Revenue

Up

$32,133

Up $11,091 (+53%) from 2024

Expenses

Down

$34,455

Down $1,258 (-3.5%) from 2024

Net Income

Up

-$2,322

Up $12,349 (+84%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2016: $301,162Liabilities 2016: $280Net Assets 2016: $300,8822016Assets 2017: $463,837Liabilities 2017: $0Net Assets 2017: $463,8372017Assets 2018: $496,477Liabilities 2018: $0Net Assets 2018: $496,4772018Assets 2019: $462,886Liabilities 2019: $0Net Assets 2019: $462,8862019Assets 2020: $438,972Liabilities 2020: $0Net Assets 2020: $438,9722020Assets 2021: $483,683Liabilities 2021: $0Net Assets 2021: $483,6832021Assets 2022: $471,669Liabilities 2022: $0Net Assets 2022: $471,6692022Assets 2023: $494,085Liabilities 2023: $0Net Assets 2023: $494,0852023Assets 2024: $479,414Liabilities 2024: $0Net Assets 2024: $479,4142024Assets 2025: $477,092Liabilities 2025: $0Net Assets 2025: $477,0922025

Highlighted filing

2025

Assets$477,092
Liabilities$0
Net Assets$477,092
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50KRevenue 2016: $61,970Expenses 2016: $73,036Net Income 2016: -$11,0662016Revenue 2017: $60,036Expenses 2017: $6,321Net Income 2017: $53,7152017Revenue 2018: $59,010Expenses 2018: $26,370Net Income 2018: $32,6402018Revenue 2019: $8,651Expenses 2019: $27,459Net Income 2019: -$18,8082019Revenue 2020: $1,576Expenses 2020: $25,490Net Income 2020: -$23,9142020Revenue 2021: $73,580Expenses 2021: $28,869Net Income 2021: $44,7112021Revenue 2022: $15,436Expenses 2022: $27,450Net Income 2022: -$12,0142022Revenue 2023: $39,516Expenses 2023: $17,100Net Income 2023: $22,4162023Revenue 2024: $21,042Expenses 2024: $35,713Net Income 2024: -$14,6712024Revenue 2025: $32,133Expenses 2025: $34,455Net Income 2025: -$2,3222025

Highlighted filing

2025

Revenue$32,133
Expenses$34,455
Net Income-$2,322
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$477,092
Liabilities
$0
Net assets
$477,092
Revenue
$32,133
Expenses
$34,455
Net income
-$2,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.32$0.34$0.02
2024Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.21$0.36$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.40$0.17$0.22
2022Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.15$0.27$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.74$0.29$0.45
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.02$0.25$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.09$0.27$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.59$0.26$0.33
2017Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.60$0.06$0.54
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.62$0.73$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 27, 2026
Return Version
2024v5.2
Gross Receipts
$79,144
Mission and Program Overview

Mission

To raise money for the purpose of funding educational endeavors, inclusive of scholarships for graduates of the shawsheen valley regional vocational technical school district.

See schedule O

Program Services

DescriptionGrantsExpenses
The Foundation awarded approximately 25 scholarships during the tax year, all in accordance with IRC Section 4945$30,500$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert G Peterson SrPresident-$0--
Michael N LyonsDirector-$0--
Robert G PetersonTreasurer-$0--
James M GillisVice President-$0--
Jenna LeskoAssistant Treasurer-$0--
Tony McIntoshDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shawsheen Technical Scholarship Fund Inc
EIN
46-3844100
In Care Of
% Robert G Peterson SR
Phone
7817109959
Address
100 Cook Street, Billerica, MA 01821-5421

Signing Officer

Name
Robert G Peterson Sr
Title
President
Phone
7817109959
Signed
2026-01-27
Discuss with paid preparer
No

Preparer

Firm
George L Zoglio CPA LLC
Address
16 Worley Street, West Roxbury, MA 02132
Preparer
George L Zoglio CPA
Phone
4014510149
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Awarding of scholarships Relationship None Amount 30,500”

Description of other expenses Part I line 16

“Description AmountBank service charges 36Investment management fees 3,919”

Part V response or note to any other line in Part V

“During the tax year, the organization did not receive any funds directly or indirectly to pay premiums on a personal benefit contract. During the teax year. the organization did not pay any premiums directy or indirectly on a personal benefit contract.”

Raw XML Appendix173 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Robert G Peterson Sr
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NONE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Robert G Peterson Jr
IRS990EZ/BooksInCareOfDetail/PhoneNum07817109959
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 Cook Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Billerica
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0018215421
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0479414
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0477092
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06000
IRS990EZ/CostOrOtherBasisExpenseSaleAmt047011
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2322
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0479414
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0477092
IRS990EZ/GainOrLossFromSaleOfAssetsAmt010722
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030500
IRS990EZ/GrossReceiptsAmt079144
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt015411
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0479414
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0477092
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0479414
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0477092
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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/PersonNm0Robert G Peterson Sr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael N Lyons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert G Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3James M Gillis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jenna Lesko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tony McIntosh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt03955
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation awarded approximately 25 scholarships during the tax year, all in accordance with IRC Section 4945
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt057733
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034455
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt032133
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization's determination letter included its Public Charity Status as 509(a)(2). As allowed under the Schedule A instructions, the organization has opted to Complete Part II of Schedule A to document its status as a public charity under Section 170(b)(1)(A)(iv).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0General Explanation Attachment
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt079605
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013504
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014198
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012172
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt068347
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52430
IRS990ScheduleA/PublicSupportPY170Pct00.52530
IRS990ScheduleA/PublicSupportTotal170Amt077564
IRS990ScheduleA/SubstantialContributorsTotAmt02041
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066105
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt079605
IRS990ScheduleA/TotalSupportAmt0147952
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Awarding of scholarships Relationship None Amount 30,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank service charges 36Investment management fees 3,919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2During the tax year, the organization did not receive any funds directly or indirectly to pay premiums on a personal benefit contract. During the teax year. the organization did not pay any premiums directy or indirectly on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part V response or note to any other line in Part V
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G PETERSON SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07817109959
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shawsheen Technical Scholarship Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHAW
ReturnHeader/Filer/EIN0463844100
ReturnHeader/Filer/InCareOfNm0% Robert G Peterson SR
ReturnHeader/Filer/PhoneNum07817109959
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 Cook Street
ReturnHeader/Filer/USAddress/CityNm0Billerica
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0018215421
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0George L Zoglio CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 Worley Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Roxbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002132
ReturnHeader/PreparerPersonGrp/PhoneNum04014510149
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE L ZOGLIO CPA
ReturnHeader/ReturnTs02026-01-27T13:58:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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