Civic Intelligence

Skal Philanthropic Fund

990EZ • Fiscal year 2020 • EIN 46-4145238

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization ProfileN/A
Efren Aponte 2 Bowdoin Street 202Everett, MA 02149

(617) 459-5980

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-480%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

9th percentile

-45%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-86%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$51,612

Down $43,088 (-45%) from 2019

Net Assets

Down

$51,612

Down $43,088 (-45%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Down

$8,984

Down $56,997 (-86%) from 2019

Expenses

Down

$52,072

Down $10,208 (-16%) from 2019

Net Income

Down

-$43,088

Down $46,789 (-1264%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$150K$100K$50K$0Assets 2015: $92,873Liabilities 2015: $0Net Assets 2015: $92,8732015Assets 2016: $88,228Liabilities 2016: $0Net Assets 2016: $88,2282016Assets 2017: $82,900Liabilities 2017: $0Net Assets 2017: $82,9002017Assets 2018: $90,999Liabilities 2018: $0Net Assets 2018: $90,9992018Assets 2019: $94,700Liabilities 2019: $0Net Assets 2019: $94,7002019Assets 2020: $51,612Liabilities 2020: $0Net Assets 2020: $51,6122020Assets 2021: $51,246Liabilities 2021: $0Net Assets 2021: $51,2462021Assets 2022: $85,159Liabilities 2022: $0Net Assets 2022: $85,1592022Assets 2023: $120,905Liabilities 2023: $0Net Assets 2023: $120,9052023Assets 2024: $72,522Net Assets 2024: $72,5222024

Highlighted filing

2020

Assets$51,612
Liabilities$0
Net Assets$51,612
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $50,959Expenses 2015: $13,287Net Income 2015: $37,6722015Revenue 2016: $43,390Expenses 2016: $48,035Net Income 2016: -$4,6452016Revenue 2017: $64,815Expenses 2017: $70,143Net Income 2017: -$5,3282017Revenue 2018: $105,599Expenses 2018: $97,500Net Income 2018: $8,0992018Revenue 2019: $65,981Expenses 2019: $62,280Net Income 2019: $3,7012019Revenue 2020: $8,984Expenses 2020: $52,072Net Income 2020: -$43,0882020Revenue 2021: $6,151Expenses 2021: $6,517Net Income 2021: -$3662021Revenue 2022: $62,335Expenses 2022: $28,422Net Income 2022: $33,9132022Revenue 2023: $84,703Expenses 2023: $48,957Net Income 2023: $35,7462023Revenue 2024: $16,593Expenses 2024: $64,977Net Income 2024: -$48,3842024

Highlighted filing

2020

Revenue$8,984
Expenses$52,072
Net Income-$43,088
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$8,984
Mission and Program Overview

Mission

The skal philanthropic fund encourages professional development within the lodging industry by awarding academic scholarships to college students who are permanent residents of massachusetts and are enrolled in travel and tourism industry majors at a two-or four-year higher education accredited institution.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP PAID FOR ONE INDIVIDUAL 250 DONATIONS TO FOUR OTHER CHARITABLE ORGANIZATIONS 50,081$50,331$50,581
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRILYNN HAAKPast Preside-$0--
BETH STEHLEYPresident-$0--
DEBRA BORGWARDTVice Preside-$0--
THOMAS CULBERTSONSecretary-$0--
MARY CHINTreasurer-$0--
KEVIN PANETTAAssistan Sec-$0--
MIKE CATALDOExecutive Se-$0--
Filing and Contact Details

Filer

Filer Name
Skal Philanthropic Fund
EIN
46-4145238
Phone
6174595980
Address
EFREN APONTE 2 BOWDOIN STREET 202, EVERETT, MA 02149

Signing Officer

Name
Beth Stehley
Title
President
Phone
6179434937
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Bacallconniff Inc
Address
111 STATE STREET, BOSTON, MA 02109-2905
Preparer
Jeffery E Richards
Phone
6173673250
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: project place cash contribution: 44,755”

Form 990-ez, Part I, Line 16

“Expenses skal boston 250 total 250”

Form 990-ez, Part III

“The skal philanthropic fund encourages professional development within the lodging industry by awarding academic scholarships to college students who are permanent residents of massachusetts and are enrolled in travel and tourism industry majors at a two-or four-year higher education accredited institution.”

Raw XML Appendix148 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.

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CompensationExplanation/CompensationExplanationGrp/PersonNm0TERRILYNN HAAK
CompensationExplanation/CompensationExplanationGrp/PersonNm1BETH STEHLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2DEBRA BORGWARDT
CompensationExplanation/CompensationExplanationGrp/PersonNm3THOMAS CULBERTSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4MARY CHIN
CompensationExplanation/CompensationExplanationGrp/PersonNm5KEVIN PANETTA
CompensationExplanation/CompensationExplanationGrp/PersonNm6MIKE CATALDO
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS CULBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY CHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEVIN PANETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE CATALDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTAN SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SKAL PHILANTHROPIC FUND ENCOURAGES PROFESSIONAL DEVELOPMENT WITHIN THE LODGING INDUSTRY BY AWARDING ACADEMIC SCHOLARSHIPS TO COLLEGE STUDENTS WHO ARE PERMANENT RESIDENTS OF MASSACHUSETTS AND ARE ENROLLED IN TRAVEL AND TOURISM INDUSTRY MAJORS AT A TWO-OR FOUR-YEAR HIGHER EDUCATION ACCREDITED INSTITUTION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP PAID FOR ONE INDIVIDUAL 250 DONATIONS TO FOUR OTHER CHARITABLE ORGANIZATIONS 50,081
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050331
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050581
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052072
IRS990EZ/TotalProgramServiceExpensesAmt050581
IRS990EZ/TotalRevenueAmt08984
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08984
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0105599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt043390
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043390
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0288769
IRS990ScheduleA/TotalSupportAmt0288769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: PROJECT PLACE CASH CONTRIBUTION: 44,755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SKAL BOSTON 250 TOTAL 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SKAL PHILANTHROPIC FUND ENCOURAGES PROFESSIONAL DEVELOPMENT WITHIN THE LODGING INDUSTRY BY AWARDING ACADEMIC SCHOLARSHIPS TO COLLEGE STUDENTS WHO ARE PERMANENT RESIDENTS OF MASSACHUSETTS AND ARE ENROLLED IN TRAVEL AND TOURISM INDUSTRY MAJORS AT A TWO-OR FOUR-YEAR HIGHER EDUCATION ACCREDITED INSTITUTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH STEHLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06179434937
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SKAL PHILANTHROPIC FUND
ReturnHeader/Filer/BusinessNameControlTxt0SKAL
ReturnHeader/Filer/EIN0464145238
ReturnHeader/Filer/PhoneNum06174595980
ReturnHeader/Filer/USAddress/AddressLine1Txt0EFREN APONTE 2 BOWDOIN STREET 202
ReturnHeader/Filer/USAddress/CityNm0EVERETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002149
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042629635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BACALLCONNIFF INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021092905
ReturnHeader/PreparerPersonGrp/PhoneNum06173673250
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY E RICHARDS
ReturnHeader/ReturnTs02021-05-17T13:27:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STAHLEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,612
Liabilities
$0
Net assets
$51,612
Revenue
$8,984
Expenses
$52,072
Net income
-$43,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.17$0.65$0.48
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.85$0.49$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.62$0.28$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.06$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.09$0.52$0.43
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.66$0.62$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.06$0.98$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.65$0.70$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.43$0.48$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.51$0.13$0.38