Civic Intelligence

March Forward Massachusetts Educational Fund

EIN 81-5350208 • 501(c)3 • Beverly, MA

Profile

Provide Training, Education, and Opportunities to collaborate to activists and organizations that align with the mission of our organization.

35 Washington StreetBeverly, MA 01915

marchforwardmassaction.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$159,960

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$159,960

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin93rd percentile

Revenue

$244,842

No earlier filing loaded for comparison.

Expenses

$84,882

No earlier filing loaded for comparison.

Net Income

$159,960

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2017: $159,960Liabilities 2017: $0Net Assets 2017: $159,9602017

Highlighted filing

2017

Assets$159,960
Liabilities$0
Net Assets$159,960
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2017: $244,842Expenses 2017: $84,882Net Income 2017: $159,9602017

Highlighted filing

2017

Revenue$244,842
Expenses$84,882
Net Income$159,960
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,960
Liabilities
$0
Net assets
$159,960
Revenue
$244,842
Expenses
$84,882
Net income
$159,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$2.45$0.85$1.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 8, 2017 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$244,842
Mission and Program Overview

Mission

Provide Training, Education, and Opportunities to collaborate to activists and organizations that align with the mission of our organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$144,860-
Cap Stk Tr Prin Current Funds-$144,860-
Pledges and Grants Receivable-$15,100-
Rtn Earn Endowment Incm Other Fnds-$15,100-
Total Assets$0$159,960▲ $159,960
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$159,960▲ $159,960
Total Liabilities and Net Assets / Fund Balance$0$159,960▲ $159,960
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Karen C CosmasDirector
Karen C Cosmas DirectorDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$244,842
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$244,842
Change in Net Assets
$159,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,673
Salaries, Compensation, and Employee Benefits$26,209
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$26,800--$26,800
Current Officers, Directors, Trustees, and Key Employees$25,200--$25,200
Fees for Services Legal$22,915--$22,915
Information Technology$3,191--$3,191
Office Expenses$2,703--$2,703
Travel$1,834--$1,834
Advertising$1,230--$1,230
Payroll Taxes$1,009--$1,009
Total Functional Expenses$84,882$0$0$84,882
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
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 governing body review Part VI line 11

“The Form 990 Was provided for review after it was filed”

CEO executive director top management comp Part VI line 15A

“Currently the Executive Director is the only pay employee of the organization. Her Compensation was determine base on the average and comparable salary of a employee with a similar position in the state of Massachusetts.”

Other officer or key employee compensation Part VI line 15B

“The Compensation Was determine base on the average salary of an employee in a similar possition in the state of Massachusetts.”

Governing documents etc available to public Part VI line 19

“The Form 990 and the Organization Financial Statement are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
March Forward Massachusetts Educational Fund
EIN
81-5350208
Address
35 Washington Street, Beverly, MA 01915

Signing Officer

Name
Karen C Cosmas
Title
Director
Phone
6178066554
Signed
2018-05-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Karen C Cosmas Director
Formed
2017
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
0
Employees
1
Volunteers
5

Preparer

Firm
Yolanda Tax Services
Address
172 Parker Street, Lawrence, MA 01843
Preparer
Yolanda Rodriguez
Phone
9786557003
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Outside Contract Fees $26,800Legal Fees $22,914Payroll Taxes $1009Online Marketing and Website $93.69 and $267.5Events Expenses $868.20”

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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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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028294
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