Civic Intelligence

Great Barrington Rotary Club Student Assistance Fund Inc.

990 • Fiscal year 2023 • EIN 51-0175805

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 17, 2024

Organization ProfileN/A
PO Box 565Great Barrington, MA 01230

(413) 528-6804

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-3.2%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$941,029

Up $106,272 (+13%) from 2022

Net Assets

Up

$941,029

Up $106,272 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin82nd percentile

Revenue

Down

$72,245

Down $2,420 (-3.2%) from 2022

Expenses

Up

$50,170

Up $2,982 (+6.3%) from 2022

Net Income

Down

$22,075

Down $5,402 (-20%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$1.0M$500K$0Assets 2010: $365,355Net Assets 2010: $365,3552010Assets 2011: $348,159Net Assets 2011: $348,1592011Assets 2012: $382,584Net Assets 2012: $382,5842012Assets 2013: $435,617Liabilities 2013: $0Net Assets 2013: $435,6172013Assets 2014: $473,478Liabilities 2014: $0Net Assets 2014: $473,4782014Assets 2015: $469,020Liabilities 2015: $0Net Assets 2015: $469,0202015Assets 2016: $510,039Liabilities 2016: $0Net Assets 2016: $510,0392016Assets 2017: $589,488Liabilities 2017: $0Net Assets 2017: $589,4882017Assets 2018: $637,533Liabilities 2018: $0Net Assets 2018: $637,5332018Assets 2019: $726,898Liabilities 2019: $0Net Assets 2019: $726,8982019Assets 2020: $791,364Liabilities 2020: $0Net Assets 2020: $791,3642020Assets 2021: $933,053Liabilities 2021: $0Net Assets 2021: $933,0532021Assets 2022: $834,757Liabilities 2022: $0Net Assets 2022: $834,7572022Assets 2023: $941,029Liabilities 2023: $0Net Assets 2023: $941,0292023Assets 2024: $994,787Liabilities 2024: $0Net Assets 2024: $994,7872024

Highlighted filing

2023

Assets$941,029
Liabilities$0
Net Assets$941,029
Open 2023 Filing

Operations Trend

Revenue Growth33rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $73,966Expenses 2010: $37,334Net Income 2010: $36,6322010Revenue 2011: $50,710Expenses 2011: $67,906Net Income 2011: -$17,1962011Revenue 2012: $43,648Expenses 2012: $40,414Net Income 2012: $3,2342012Revenue 2013: $46,146Expenses 2013: $40,216Net Income 2013: $5,9302013Revenue 2014: $74,557Expenses 2014: $42,696Net Income 2014: $31,8612014Revenue 2015: $44,045Expenses 2015: $30,628Net Income 2015: $13,4172015Revenue 2016: $58,999Expenses 2016: $45,890Net Income 2016: $13,1092016Revenue 2017: $62,285Expenses 2017: $58,458Net Income 2017: $3,8272017Revenue 2018: $173,892Expenses 2018: $59,107Net Income 2018: $114,7852018Revenue 2019: $62,458Expenses 2019: $54,187Net Income 2019: $8,2712019Revenue 2020: $80,246Expenses 2020: $61,216Net Income 2020: $19,0302020Revenue 2021: $117,317Expenses 2021: $43,671Net Income 2021: $73,6462021Revenue 2022: $74,665Expenses 2022: $47,188Net Income 2022: $27,4772022Revenue 2023: $72,245Expenses 2023: $50,170Net Income 2023: $22,0752023Revenue 2024: $54,819Expenses 2024: $70,761Net Income 2024: -$15,9422024

Highlighted filing

2023

Revenue$72,245
Expenses$50,170
Net Income$22,075
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 17, 2024
Return Version
2023v6.0
Gross Receipts
$105,248
Mission and Program Overview

Mission

To give scholarships to qualified students from mt. Everett and monument mountain high schools for college education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$787,660$893,157▲ $105,497
Cash and Non-Interest-Bearing Accounts$42,462$42,874▲ $412
Savings and Temporary Cash Investments$4,635$4,998▲ $363
Total Assets$834,757$941,029▲ $106,272
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$834,757$941,029▲ $106,272
Total Net Assets Fund Balance$834,757$941,029▲ $106,272
Total Liabilities and Net Assets / Fund Balance$834,757$941,029▲ $106,272
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Louis a MoscatelloPresident
Cheryl RaifstangerDirector
Mark DecelleDirector
Mary Ann NorrisDirector
Janet DohoneyClerk
Alan S GlackmanPast Treasur
NANCY O'CONNORTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,479
Program Service Revenue
$0
Investment Income
$25,766
Other Revenue
$0
All Other Contributions
$46,479
Change in Net Assets
$22,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,500
Other Expenses$6,670
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$43,500--$43,500
Fees for Service Investment Mgmnt Fees$6,616--$6,616
Other Expenses$54--$54
Total Functional Expenses$50,170$0$0$50,170
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Treasurer prepares the 990 and submits it to the board for approval.”

Form 990, Page 6, Part VI, Line 12C

“All board members are asked at the annual board meeting.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Great Barrington Rotary Student
EIN
51-0175805
Phone
4135286804
Address
PO BOX 565, GREAT BARRINGTON, MA 01230

Signing Officer

Name
NANCY O'CONNOR
Title
Treasurer
Phone
4135286804
Signed
2024-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
NANCY O'CONNOR
Formed
1975
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
O'CONNOR AND AGAR LLC
Address
PO BOX 315, CANAAN, CT 06018
Preparer
NANCY J O'CONNOR EA MBA
Phone
8607345821
Raw XML Appendix319 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER PREPARES THE 990 AND SUBMITS IT TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE ASKED AT THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0941029
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 OLD TURNPIKE ROAD NORTH
IRS990/USAddress/CityNm0CANNAN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006018
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04135286804
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREAT BARRINGTON ROTARY STUDENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSISTANCE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0510175805
ReturnHeader/Filer/PhoneNum04135286804
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 565
ReturnHeader/Filer/USAddress/CityNm0GREAT BARRINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920490456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR AND AGAR LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANAAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006018
ReturnHeader/PreparerPersonGrp/PhoneNum08607345821
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY J O'CONNOR EA MBA
ReturnHeader/ReturnTs02025-08-17T16:38:44-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$941,029
Liabilities
$0
Net assets
$941,029
Revenue
$72,245
Expenses
$50,170
Net income
$22,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.95$0.00$9.95$0.55$0.71$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.72$0.50$0.22
2022Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.75$0.47$0.27
2021Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$1.17$0.44$0.74
2020Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.80$0.61$0.19
2019Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.62$0.54$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$1.74$0.59$1.15
2017Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.62$0.58$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.59$0.46$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.44$0.31$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.75$0.43$0.32
2013Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.46$0.40$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$3.83$0.44$0.40$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$3.48$0.51$0.68$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$3.65$0.74$0.37$0.37