Civic Intelligence

Old Colony Educational Foundation Inc

EIN 82-0883633 • 501(c)3 • Rochester, MA

Profile

Provide scholarships and support for Old Colony students

476 North AvenueRochester, MA 02770

www.oldcolony.us

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

86th percentile

50%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$49,120

Up $16,426 (+50%) from 2023

Liabilities

Down

$1,328

Down $335 (-20%) from 2023

Net Assets

Up

$47,792

Up $16,761 (+54%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin96th percentile

Revenue

Up

$20,309

Up $1,874 (+10%) from 2023

Expenses

Down

$3,548

Down $1,270 (-26%) from 2023

Net Income

Up

$16,761

Up $3,144 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$60K$40K$20K$0Assets 2017: $1Liabilities 2017: $02017Assets 2018: $13,157Liabilities 2018: $02018Assets 2019: $17,794Liabilities 2019: $3,0002019Assets 2020: $13,260Liabilities 2020: $7502020Assets 2021: $16,983Liabilities 2021: $3,089Net Assets 2021: $13,8942021Assets 2022: $17,914Liabilities 2022: $500Net Assets 2022: $17,4142022Assets 2023: $32,694Liabilities 2023: $1,663Net Assets 2023: $31,0312023Assets 2024: $49,120Liabilities 2024: $1,328Net Assets 2024: $47,7922024

Highlighted filing

2024

Assets$49,120
Liabilities$1,328
Net Assets$47,792
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$30K$20K$10K$0-$10KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $13,175Expenses 2018: $18Net Income 2018: $13,1572018Revenue 2019: $5,602Expenses 2019: $3,965Net Income 2019: $1,6372019Revenue 2020: $86Expenses 2020: $2,370Net Income 2020: -$2,2842020Revenue 2021: $4,759Expenses 2021: $3,375Net Income 2021: $1,3842021Revenue 2022: $8,369Expenses 2022: $4,849Net Income 2022: $3,5202022Revenue 2023: $18,435Expenses 2023: $4,818Net Income 2023: $13,6172023Revenue 2024: $20,309Expenses 2024: $3,548Net Income 2024: $16,7612024

Highlighted filing

2024

Revenue$20,309
Expenses$3,548
Net Income$16,761
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,120
Liabilities
$1,328
Net assets
$47,792
Revenue
$20,309
Expenses
$3,548
Net income
$16,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.1$1.33$47.8$20.3$3.55$16.8
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$1.66$31.0$18.4$4.82$13.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.50$17.4$8.37$4.85$3.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$3.09$13.9$4.76$3.38$1.38
2020Summary only. Only limited summary data is available for this year.$13.3$0.75$0.09$2.37$2.28
2019Summary only. Only limited summary data is available for this year.$17.8$3.00$5.60$3.97$1.64
2018Summary only. Only limited summary data is available for this year.$13.2$0.00$13.2$0.02$13.2
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$25,275
Mission and Program Overview

Mission

Provide scholarships and support for Old Colony students

Program Services

DescriptionGrantsExpenses
Providing scholarships for students at Old Colony RVTHS$0$2,000
Providing student supports for graduates and various Old Colony students$0$1,478
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry SantosPresident-$0--
Fred UnderhillVice President-$0--
Kara B LeesTreasurer-$0--
Jeff JeromeSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$23,994$23,994$156$23,838
Total Events$23,994$23,994$4,966$19,028
Filing and Contact Details

Filer

Filer Name
Old Colony Educational Foundation Inc
EIN
82-0883633
Phone
5087638011
Address
476 North Avenue, Rochester, MA 02770

Signing Officer

Name
Kara Lees
Title
Treasurer
Phone
7746889183
Signed
2025-10-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Student Senior Breakfast;78|Annual Report Form PC Filings;53|Boys and Girls Club for Students;1400|Office Expense Check Reorder;17|Scholarships;2000^Total;3548^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Accounts Receivable GALA Corporate Sponsorships;4000^Total;4000^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Scholarship Payables Chambers;500|Scholarship Payables 2024;750|Accounts Payable Gala;78^Total;1328^”

Raw XML Appendix189 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Kara B Lees
IRS990EZ/BooksInCareOfDetail/PhoneNum07746889183
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0476 North Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rochester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002770
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045120
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01206
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt016761
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032694
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049120
IRS990EZ/FundraisingGrossIncomeAmt023994
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025275
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt075
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031031
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047792
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031031
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047792
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jerry Santos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Fred Underhill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kara B Lees
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeff Jerome
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05975
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03548
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide scholarships and support for Old Colony students
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing scholarships for students at Old Colony RVTHS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Providing student supports for graduates and various Old Colony students
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11478
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt04966
IRS990EZ/SpecialEventsNetIncomeLossAmt019028
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01663
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01328
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03548
IRS990EZ/TotalProgramServiceExpensesAmt03478
IRS990EZ/TotalRevenueAmt020309
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.oldcolony.us
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0160
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt071778
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99300
IRS990ScheduleA/PublicSupportPY170Pct00.99020
IRS990ScheduleA/PublicSupportTotal170Amt022693
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt022693
IRS990ScheduleA/TotalSupportAmt022853
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04966
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04410
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023994
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019028
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0156
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0156
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Student Senior Breakfast;78|Annual Report Form PC Filings;53|Boys and Girls Club for Students;1400|Office Expense Check Reorder;17|Scholarships;2000^Total;3548^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Accounts Receivable GALA Corporate Sponsorships;4000^Total;4000^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Scholarship Payables Chambers;500|Scholarship Payables 2024;750|Accounts Payable Gala;78^Total;1328^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kara Lees
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07746889183
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD COLONY EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OLDC
ReturnHeader/Filer/EIN0820883633
ReturnHeader/Filer/PhoneNum05087638011
ReturnHeader/Filer/USAddress/AddressLine1Txt0476 North Avenue
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002770
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-02T14:43:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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