Civic Intelligence

Owen Clarke Foundation

990EZ • Fiscal year 2019 • EIN 46-3953742

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 24, 2020

Organization Profile
757 Old Wendell RoadNorthfield, MA 01360

(413) 225-3137

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$92,571

Up $2,844 (+3.2%) from 2018

Net Assets

Up

$92,571

Up $2,844 (+3.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin74th percentile

Revenue

Up

$15,152

Up $1,384 (+10%) from 2018

Expenses

Up

$12,308

Up $8,078 (+191%) from 2018

Net Income

Down

$2,844

Down $6,694 (-70%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$150K$100K$50K$0Assets 2013: $51,342Liabilities 2013: $02013Assets 2014: $64,563Liabilities 2014: $02014Assets 2015: $72,233Liabilities 2015: $02015Assets 2016: $75,785Liabilities 2016: $02016Assets 2017: $80,189Liabilities 2017: $02017Assets 2018: $89,727Liabilities 2018: $0Net Assets 2018: $89,7272018Assets 2019: $92,571Liabilities 2019: $0Net Assets 2019: $92,5712019Assets 2020: $93,029Liabilities 2020: $0Net Assets 2020: $93,0292020Assets 2021: $97,017Liabilities 2021: $0Net Assets 2021: $97,0172021Assets 2022: $98,652Liabilities 2022: $0Net Assets 2022: $98,6522022Assets 2023: $103,272Liabilities 2023: $0Net Assets 2023: $103,2722023Assets 2024: $107,322Liabilities 2024: $0Net Assets 2024: $107,3222024

Highlighted filing

2019

Assets$92,571
Liabilities$0
Net Assets$92,571
Open 2019 Filing

Operations Trend

Revenue Growth63rd percentile

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

$20K$15K$10K$5.0K$0Revenue 2013: $15,832Expenses 2013: $1,690Net Income 2013: $14,1422013Revenue 2014: $14,933Expenses 2014: $1,622Net Income 2014: $13,3112014Revenue 2015: $11,736Expenses 2015: $4,065Net Income 2015: $7,6712015Revenue 2016: $10,961Expenses 2016: $7,409Net Income 2016: $3,5522016Revenue 2017: $11,360Expenses 2017: $6,956Net Income 2017: $4,4042017Revenue 2018: $13,768Expenses 2018: $4,230Net Income 2018: $9,5382018Revenue 2019: $15,152Expenses 2019: $12,308Net Income 2019: $2,8442019Revenue 2020: $2,883Expenses 2020: $2,425Net Income 2020: $4582020Revenue 2021: $6,663Expenses 2021: $2,675Net Income 2021: $3,9882021Revenue 2022: $5,330Expenses 2022: $3,695Net Income 2022: $1,6352022Revenue 2023: $7,830Expenses 2023: $3,210Net Income 2023: $4,6202023Revenue 2024: $8,525Expenses 2024: $4,475Net Income 2024: $4,0502024

Highlighted filing

2019

Revenue$15,152
Expenses$12,308
Net Income$2,844
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 24, 2020
Return Version
2019v5.1
Gross Receipts
$15,152
Mission and Program Overview

Mission

Provide scholarships to students

Program Services

DescriptionGrantsExpenses
Scholarships to high school students-$3,100
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James ClarkePresident-$0--
Janice HerlihyTreasurersecretary-$0--
Trevor ClarkeDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Northfield$8,082$8,082$4,058$4,024
Crystal Lake$7,070$7,070$5,200$1,870
Total Events$15,152$15,152$9,258$5,894
Filing and Contact Details

Filer

Filer Name
Owen Clarke Foundation
EIN
46-3953742
Address
757 Old Wendell Road, Northfield, MA 01360

Signing Officer

Name
Janice Herlihy
Title
Officer
Phone
4132253137
Signed
2020-06-24
Discuss with paid preparer
No

Preparer

Firm
Liberty Tax
Address
145 Federal Street, Greenfield, MA 01301
Preparer
Todd Cromack
Phone
4137720202
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Scholarships Grantee PVRHS Seniors Street 57 F Sumner Turner Rd City, State, Zip Northfield, MA 01360Amount 3,100Activity Awards”

Raw XML Appendix172 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Janice Herlihy
IRS990EZ/BooksInCareOfDetail/PhoneNum04132253137
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0757 Old Wendell Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Northfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001360
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089727
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092571
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02844
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01994
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089727
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092571
IRS990EZ/FundraisingGrossIncomeAmt015152
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03100
IRS990EZ/GrossReceiptsAmt015152
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089727
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092571
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089727
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092571
IRS990EZ/OccupancyRentUtltsAndMaintAmt07030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0James Clarke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janice Herlihy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Trevor Clarke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TreasurerSecretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships to students
IRS990EZ/PrintingPublicationsPostageAmt0184
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to high school students
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt015152
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012308
IRS990EZ/TotalProgramServiceExpensesAmt03100
IRS990EZ/TotalRevenueAmt015152
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017137
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0449
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0441
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01218
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt015152
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt012207
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt011404
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt08247
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt08095
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt055105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0441
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01218
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98340
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt072242
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015839
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012160
IRS990ScheduleA/Total509Grp/TotalAmt072242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012160
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt073460
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09258
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Crystal Lake
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Northfield
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015152
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05894
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09258
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05200
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04058
IRS990ScheduleG/LicensedStatesCd0MA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships Grantee PVRHS Seniors Street 57 F Sumner Turner Rd City, State, Zip Northfield, MA 01360Amount 3,100Activity Awards
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Janice Herlihy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum04132253137
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Owen Clarke Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0463953742
ReturnHeader/Filer/USAddress/AddressLine1Txt0757 Old Wendell Road
ReturnHeader/Filer/USAddress/CityNm0Northfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001360
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E355FEF6E8C1E9452FDE6B77530C7E68DE626610
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E355FEF6E8C1E9452FDE6B77530C7E68DE626610
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId004993520201782qjulyz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-06-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.60.143.189
ReturnHeader/FilingSecurityInformation/IPDt02020-06-26
ReturnHeader/FilingSecurityInformation/IPTm012:59:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463322941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Liberty Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0145 Federal Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001301
ReturnHeader/PreparerPersonGrp/PhoneNum04137720202
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd Cromack
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-26T12:14:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,571
Liabilities
$0
Net assets
$92,571
Revenue
$15,152
Expenses
$12,308
Net income
$2,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.09$0.04$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.08$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.15$0.12$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.14$0.04$0.10
2017Summary only. Only limited summary data is available for this year.$0.80$0.00$0.11$0.07$0.04
2016Summary only. Only limited summary data is available for this year.$0.76$0.00$0.11$0.07$0.04
2015Summary only. Only limited summary data is available for this year.$0.72$0.00$0.12$0.04$0.08
2014Summary only. Only limited summary data is available for this year.$0.65$0.00$0.15$0.02$0.13
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.16$0.02$0.14