Civic Intelligence

Arno and Roberta E Wagner Scholarship Fund

990PF • Fiscal year 2021 • EIN 56-2319340

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profile
370 Main Street Suite 800Worcester, MA 01608

(508) 756-2423

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-46%

Higher net margin than 13% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$1,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-6.0%

Faster asset growth than 29% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$147,017

Down $9,404 (-6.0%) from 2020

Net Assets

Down

$147,017

Down $9,404 (-6.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Up

$20,493

Up $38,564 (+213%) from 2020

Expenses

Up

$29,897

Up $745 (+2.6%) from 2020

Net Income

Up

-$9,404

Up $37,819 (+80%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$400K$300K$200K$100K$0Assets 2011: $329,016Liabilities 2011: $02011Assets 2012: $309,425Liabilities 2012: $02012Assets 2013: $288,972Liabilities 2013: $02013Assets 2014: $270,576Liabilities 2014: $02014Assets 2015: $259,190Liabilities 2015: $02015Assets 2018: $218,433Liabilities 2018: $0Net Assets 2018: $218,4332018Assets 2019: $203,644Liabilities 2019: $0Net Assets 2019: $203,6442019Assets 2020: $156,421Liabilities 2020: $0Net Assets 2020: $156,4212020Assets 2021: $147,017Liabilities 2021: $0Net Assets 2021: $147,0172021Assets 2022: $126,920Liabilities 2022: $0Net Assets 2022: $126,9202022Assets 2023: $110,401Liabilities 2023: $12023Assets 2024: $104,061Liabilities 2024: $0Net Assets 2024: $104,0612024

Highlighted filing

2021

Assets$147,017
Liabilities$0
Net Assets$147,017
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KRevenue 2011: $8,611Expenses 2011: $14,073Net Income 2011: -$5,4622011Revenue 2012: $8,530Expenses 2012: $26,279Net Income 2012: -$17,7492012Revenue 2013: -$6,687Expenses 2013: $41,458Net Income 2013: -$48,1452013Revenue 2014: $7,801Expenses 2014: $195Net Income 2014: $7,6062014Revenue 2015: $6,292Expenses 2015: $14,140Net Income 2015: -$7,8482015Revenue 2018: $17,033Expenses 2018: $27,570Net Income 2018: -$10,5372018Revenue 2019: $14,864Expenses 2019: $29,653Net Income 2019: -$14,7892019Revenue 2020: -$18,071Expenses 2020: $29,152Net Income 2020: -$47,2232020Revenue 2021: $20,493Expenses 2021: $29,897Net Income 2021: -$9,4042021Revenue 2022: $11,061Expenses 2022: $31,158Net Income 2022: -$20,0972022Revenue 2023: $13,126Expenses 2023: $29,645Net Income 2023: -$16,5192023Revenue 2024: $25,192Expenses 2024: $31,532Net Income 2024: -$6,3402024

Highlighted filing

2021

Revenue$20,493
Expenses$29,897
Net Income-$9,404
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN K MOLLOYTrustee-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Arno & Roberta E Wagner Scholarship Fund
EIN
56-2319340
Phone
5087562423
Address
370 MAIN STREET SUITE 800, WORCESTER, MA 01608

Signing Officer

Name
Ann Molloy
Title
Trustee
Phone
5087562423
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Spinelli CPA Pc
Address
146 WEST BOYLSTON DRIVE SUITE 302, WORCESTER, MA 01606
Preparer
Karen Spinelli
Phone
5083656522
Raw XML Appendix349 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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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ANN K MOLLOY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0370 MAIN STREET SUITE 800
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WORCESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001608
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05087562423
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE SCHOLARSHIP APPLICATION IS AVAILABLE ON THE GREATER WORCESTER COMMUNITY FOUNDATION WEBSITE, WWW.GREATERWORCESTER.ORG/SCHOLARSHIPS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BECKLEY SCHOALTER SCHOLARSHIP PROGR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05087550930
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0GREATER WORCESTER COMMUNITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0FOUNDATION 370 MAIN ST STE 650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001608
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE SCHOLARSHIP IS ONLY AVAILABLE TO RESIDENTS OF THE TOWN OF DOUGLAS SEEKING TO CONTINUE THEIR EDUCATION BEYOND HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SCHOLARSHIP APPLICATIONS ARE DUE EACH YEAR IN MID-MARCH.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GREATER WORCESTER COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0370 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001608
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021526
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010314
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010314
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt062687
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010191
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024599
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028451
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06925
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073001
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt066076
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0462
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0925
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0463
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/Amt139
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1UNITED STATES TREASURY - FORM 990-PF TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt139
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt033
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN MOLLOY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087562423
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARNO & ROBERTA E WAGNER SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0ARNO
ReturnHeader/Filer/EIN0562319340
ReturnHeader/Filer/PhoneNum05087562423
ReturnHeader/Filer/USAddress/AddressLine1Txt0370 MAIN STREET SUITE 800
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825448715
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPINELLI CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0146 WEST BOYLSTON DRIVE SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001606
ReturnHeader/PreparerPersonGrp/PhoneNum05083656522
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN SPINELLI
ReturnHeader/ReturnTs02022-11-03T15:29:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOLLOY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,017
Liabilities
$0
Net assets
$147,017
Revenue
$20,493
Expenses
$29,897
Net income
-$9,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.25$0.32$0.06
2023Summary only. Only limited summary data is available for this year.$1.10$0.00$0.13$0.30$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.31$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.20$0.30$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.18$0.29$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.15$0.30$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.17$0.28$0.11
2015Summary only. Only limited summary data is available for this year.$2.59$0.00$0.06$0.14$0.08
2014Summary only. Only limited summary data is available for this year.$2.71$0.00$0.08$0.00$0.08
2013Summary only. Only limited summary data is available for this year.$2.89$0.00$0.07$0.41$0.48
2012Summary only. Only limited summary data is available for this year.$3.09$0.00$0.09$0.26$0.18
2011Summary only. Only limited summary data is available for this year.$3.29$0.00$0.09$0.14$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits