Civic Intelligence

Nauset Endowment Foundation Inc

990EZ • Fiscal year 2016 • EIN 47-5306658

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Pobox 65Orleans, MA 02653

(508) 240-5541

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

30th percentile

-5.2%

Higher net margin than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

69%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$25,575

Down $4,448 (-15%) from 2015

Net Assets

$25,575

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$84,784

Up $34,761 (+69%) from 2015

Expenses

Up

$89,232

Up $69,232 (+346%) from 2015

Net Income

Down

-$4,448

Down $34,471 (-115%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2015: $30,023Liabilities 2015: $02015Assets 2016: $25,575Liabilities 2016: $0Net Assets 2016: $25,5752016Assets 2017: $160Liabilities 2017: $0Net Assets 2017: $1602017

Highlighted filing

2016

Assets$25,575
Liabilities$0
Net Assets$25,575

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $50,023Expenses 2015: $20,000Net Income 2015: $30,0232015Revenue 2016: $84,784Expenses 2016: $89,232Net Income 2016: -$4,4482016Revenue 2017: $1,553Expenses 2017: $26,968Net Income 2017: -$25,4152017

Highlighted filing

2016

Revenue$84,784
Expenses$89,232
Net Income-$4,448
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$84,784
Mission and Program Overview

Mission

To support the nauset regional school district

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE NAUSET REGIONAL SCHOOL DISTRICT$0$89,231
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA MARTINPresidentPT$0--
MEIKA WAHLSTROMTreasurerPT$0--
STEVE BREZINISClerkPT$0--
TODD G THAYERDirector-$0--
ANDREA REEDDirector-$0--
THOMAS CONRADDirector-$0--
EDWARD G BENZ JRDirector-$0--
ANNE VAN VLECKDirector-$0--
DAVE GARNERDirector-$0--
JACKIE DERUYTERDirector-$0--
JERRY KARTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Nauset Endowment Foundation Inc
EIN
47-5306658
Phone
5082405541
Address
POBOX 65, ORLEANS, MA 02653

Signing Officer

Name
Meika Wahlstrom
Title
President
Phone
5082405541
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Malloy Marini Llp
Address
9 BAY STATE COURT, BREWSTER, MA 02631
Preparer
George W Malloy CPA
Phone
5082552240
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: cape cod five cents savings bank. Amount: 32.

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

Description: nauset regional school district support. Amount: 66579. Description: marketing. Amount: 8918. Description: fees. Amount: 1100. Description: insurance. Amount: 1599. Description: books, subscriptions, reference. Amount: 141. Description: fundraising dinner cost. Amount: 4520. Total to form 990-ez, line 16: 82857.

Form 990-ez, Part II, Line 24 - Other Assets

Description: deposit - cape cod foundation. Beg. Of year amount: 0. End of year amount: 5000.

Raw XML Appendix200 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA MARTIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/PrintingPublicationsPostageAmt05875
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IRS990EZ/WebsiteAddressTxt0WWW.NAUSETENDOWMENTFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0129755
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CAPE COD FIVE CENTS SAVINGS BANK. AMOUNT: 32.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: NAUSET REGIONAL SCHOOL DISTRICT SUPPORT. AMOUNT: 66579. DESCRIPTION: MARKETING. AMOUNT: 8918. DESCRIPTION: FEES. AMOUNT: 1100. DESCRIPTION: INSURANCE. AMOUNT: 1599. DESCRIPTION: BOOKS, SUBSCRIPTIONS, REFERENCE. AMOUNT: 141. DESCRIPTION: FUNDRAISING DINNER COST. AMOUNT: 4520. TOTAL TO FORM 990-EZ, LINE 16: 82857.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPOSIT - CAPE COD FOUNDATION. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEIKA WAHLSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05082405541
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAUSET ENDOWMENT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NAUS
ReturnHeader/Filer/EIN0475306658
ReturnHeader/Filer/PhoneNum05082405541
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ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:37:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043334439
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCH MALLOY MARINI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 BAY STATE COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREWSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002631
ReturnHeader/PreparerPersonGrp/PhoneNum05082552240
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE W MALLOY CPA
ReturnHeader/ReturnTs02017-05-15T09:10:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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