Civic Intelligence

The Anne Marie Zukauskas Fund

EIN 74-3249559 • 501(c)3 • Quincy, MA

Revoked990-N Coverage

Profile

To provide financial resources to char

Revocation date: May 15, 2024

1001 Marina Drive Ste 610Quincy, MA 02171
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

10th percentile

-96%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

38th percentile

-15%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$43,664

Down $6,801 (-13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$43,664

Down $6,801 (-13%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$7,055

Down $1,207 (-15%) from 2019

Expenses

Up

$13,856

Up $10,260 (+285%) from 2019

Net Income

Down

-$6,801

Down $11,467 (-246%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2017: $48,469Liabilities 2017: $0Net Assets 2017: $48,4692017Assets 2018: $45,799Liabilities 2018: $0Net Assets 2018: $45,7992018Assets 2019: $50,465Liabilities 2019: $0Net Assets 2019: $50,4652019Assets 2020: $43,664Liabilities 2020: $0Net Assets 2020: $43,6642020

Highlighted filing

2020

Assets$43,664
Liabilities$0
Net Assets$43,664
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2017: $5,441Expenses 2017: $1,464Net Income 2017: $3,9772017Revenue 2018: $2,194Expenses 2018: $4,864Net Income 2018: -$2,6702018Revenue 2019: $8,262Expenses 2019: $3,596Net Income 2019: $4,6662019Revenue 2020: $7,055Expenses 2020: $13,856Net Income 2020: -$6,8012020

Highlighted filing

2020

Revenue$7,055
Expenses$13,856
Net Income-$6,801
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$43,664
Liabilities
$0
Net assets
$43,664
Revenue
$7,055
Expenses
$13,856
Net income
-$6,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$7.06$13.9$6.80
2019Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$8.26$3.60$4.67
2018Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$2.19$4.86$2.67
2017Detailed filing. Detailed filing data is available for this year.$48.5$0.00$48.5$5.44$1.46$3.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 15, 2021
Return Version
2020v4.1
Gross Receipts
$65,254
Mission and Program Overview

Mission

To provide financial resources to char

Program Services

DescriptionGrantsExpenses
TO PROVIDE FINANCIAL RESOURCES TO QUINCY PUBLIC SCHOOL SYSTEM AND/OR STUDENTS IN QUINCY MA-$6,471
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS ZUKAUSKASPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Anne Marie Zukauskas Fund
EIN
74-3249559
Address
1001 MARINA DRIVE STE 610, Quincy, MA 02171

Signing Officer

Name
Thomas Zukauskas
Title
President
Phone
6178335489
Signed
2021-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Mansfield & Nolan Pc
Address
800 HINGHAM STREET SUITE 107N, ROCKLAND, MA 02370
Preparer
Steven R Mansfield
Phone
7818716171
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCHARITABLE CONTRIBUTIONS 5,000PROFESSIONAL FEES 750BANK CHARGES/ INVESTMENT FEES 466ANNUAL REPORTS 115STATE FORM FEES 140UNREALIZED LOSS ON INVESTMENTS 7,385”

Description of other assets Part II line 24

“Category Beginning of Year End of YearEQUITY ACCOUNTS 26,631 24,314FIXED INCOME ACCOUNTS 22,952 13,346”

Raw XML Appendix133 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS ZUKAUSKAS
IRS990EZ/BooksInCareOfDetail/PhoneNum06178335489
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019 HARBOURSIDE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Quincy
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002171
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0882
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06004
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt058199
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6801
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050465
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043664
IRS990EZ/GainOrLossFromSaleOfAssetsAmt06452
IRS990EZ/GrossReceiptsAmt065254
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0603
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050465
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043664
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050465
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043664
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS ZUKAUSKAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt049583
IRS990EZ/OtherAssetsTotalDetail/EOYAmt037660
IRS990EZ/OtherExpensesTotalAmt013856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL RESOURCES TO CHAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL RESOURCES TO QUINCY PUBLIC SCHOOL SYSTEM AND/OR STUDENTS IN QUINCY MA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06471
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt064651
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013856
IRS990EZ/TotalProgramServiceExpensesAmt06471
IRS990EZ/TotalRevenueAmt07055
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04785
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01190
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01194
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0996
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01056
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04436
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01190
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01194
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0996
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04436
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt06452
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04445
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010897
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt04785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03784
IRS990ScheduleA/Total509Grp/TotalAmt04785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04840
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCHARITABLE CONTRIBUTIONS 5,000PROFESSIONAL FEES 750BANK CHARGES/ INVESTMENT FEES 466ANNUAL REPORTS 115STATE FORM FEES 140UNREALIZED LOSS ON INVESTMENTS 7,385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearEQUITY ACCOUNTS 26,631 24,314FIXED INCOME ACCOUNTS 22,952 13,346
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS ZUKAUSKAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06178335489
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ANNE MARIE ZUKAUSKAS FUND
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0743249559
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 MARINA DRIVE STE 610
ReturnHeader/Filer/USAddress/CityNm0Quincy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002171
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043288578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANSFIELD & NOLAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 HINGHAM STREET SUITE 107N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002370
ReturnHeader/PreparerPersonGrp/PhoneNum07818716171
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN R MANSFIELD
ReturnHeader/ReturnTs02021-07-29T09:39:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZUKAUSKAS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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