Civic Intelligence

Strivers Inc. Scholarship Fund

990EZ • Fiscal year 2023 • EIN 83-2568790

Oct 01, 2022 to Sep 30, 2023 • Filed on Dec 04, 2023

8 Deer PathNatick, MA 01760-5886

(508) 655-4117

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

7th percentile

-86%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-8.9%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

9th percentile

-58%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Flat

$37,010

Flat from 2023

Net Assets

$37,010

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$4,199

Flat from 2023

Expenses

Flat

$7,808

Flat from 2023

Net Income

Flat

-$3,609

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2020: $36,876Net Assets 2020: $36,8762020Assets 2021: $43,993Net Assets 2021: $43,9932021Assets 2022: $40,619Liabilities 2022: $02022Assets 2023: $37,010Net Assets 2023: $37,0102023Assets 2023: $37,010Liabilities 2023: $02023Assets 2025: $919Net Assets 2025: $9192025

Highlighted filing

2023

Assets$37,010
Liabilities-
Net Assets$37,010

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2020: $37,009Expenses 2020: $5,185Net Income 2020: $31,8242020Revenue 2021: $18,420Expenses 2021: $9,199Net Income 2021: $9,2212021Revenue 2022: $10,086Expenses 2022: $13,460Net Income 2022: -$3,3742022Revenue 2023: $4,199Expenses 2023: $7,808Net Income 2023: -$3,6092023Revenue 2023: $4,199Expenses 2023: $7,808Net Income 2023: -$3,6092023Revenue 2025: $0Expenses 2025: $31,778Net Income 2025: -$31,7782025

Highlighted filing

2023

Revenue$4,199
Expenses$7,808
Net Income-$3,609
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Dec 4, 2023
Return Version
2022v5.0
Gross Receipts
$4,199
Mission and Program Overview

Mission

SPONSORING AND CONDUCTING ANNUAL FUNDRAISING EVENTS AND SOLICITING DIRECT DONATIONS FOR THE SOLE PURPOSE OF PROVIDING ANNUAL SCHOLARSHIP(S) PRIMARILY TO FEMALE CANDIDATES. ALL FUNDRAISING AND SOLICITING CEASED AS OF SEPTEMBER 30, 2023 AND ACTIVITIES IN THE CURRENT YEAR CONSISTED PRINCIPALLY OF DISBURSING ONE ADDITIONAL SCHOLARSHIP AND MAKING CONTRIBUTIONS TO OTHER SEC 501(c)(3) ORGANIZATIONS.

Sponsoring and conducting annual fundraising events and soliciting direct donations for the sole purpose of providing annual scholarship(s) primarily to female candidates

Program Services

DescriptionGrantsExpenses
THE FUND ASSISTED 5 DESERVING YOUNG WOMEN FROM THEGREATER NATICK COMMUNITY IN ACHIEVING A POST SECONDARYEDUCATION BY PROVIDING SCHOLARSHIPS TOTALING $4,500.$4,500$4,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN H PHELPSPres/Treas/Clerk/DirectorPT$0--
KELLY FATMANDirector-$0--
KATHLEEN LANDRYDirector-$0--
JILL RIZZOTTIDirector-$0--
MAUREEN FILIPPINEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Strivers Inc Scholarship Fund
EIN
83-2568790
Phone
5086554117
Address
8 DEER PATH, NATICK, MA 01760-5886

Signing Officer

Name
Colleen H Phelps
Title
President
Phone
5086554117
Signed
2023-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Peter C Rubinger CPA
Address
1253 WORCESTER ROAD STE 401, FRAMINGHAM, MA 01701
Preparer
Peter C Rubinger CPA
Phone
5088754300
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

College scholarship; scholarship; claire eckelkamp: 5 retrop road, natick, ma, 01760; , 1000.

Form 990EZ, Part I, Line 10

College scholarship; scholarship; katherine o'malley luther: 11 retrop road, natick, ma, 01760; , 1000.

Form 990EZ, Part I, Line 10

College scholarship; scholarship; brook spiegel: 15 samuel path, natick, ma, 01760; , 1000.

Form 990EZ, Part I, Line 10

College scholarship; scholarship; madeleine lewis: 6 avon street, natick, ma, 01760; , 1000.

Form 990EZ, Part I, Line 10

College scholarship; scholarship; ava sweet-richardson: 23 walnut street, natick, ma, 01760; , 500.

Form 990EZ, Part I, Line 16

Business registration fees 35.

Form 990EZ, Part I, Line 16

DONATIONS 250.

Form 990EZ, Part I, Line 16

GIFTS 449.

Form 990EZ, Part I, Line 16

UNIFORMS & SUPPLIES 590.

Form 990EZ, Part I, Line 16

WEBSITE EXPENSE 270.

Raw XML Appendix183 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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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt01594
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLEGE SCHOLARSHIP; SCHOLARSHIP; CLAIRE ECKELKAMP: 5 RETROP ROAD, NATICK, MA, 01760; , 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COLLEGE SCHOLARSHIP; SCHOLARSHIP; KATHERINE O'MALLEY LUTHER: 11 RETROP ROAD, NATICK, MA, 01760; , 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLEGE SCHOLARSHIP; SCHOLARSHIP; BROOK SPIEGEL: 15 SAMUEL PATH, NATICK, MA, 01760; , 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COLLEGE SCHOLARSHIP; SCHOLARSHIP; MADELEINE LEWIS: 6 AVON STREET, NATICK, MA, 01760; , 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COLLEGE SCHOLARSHIP; SCHOLARSHIP; AVA SWEET-RICHARDSON: 23 WALNUT STREET, NATICK, MA, 01760; , 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BUSINESS REGISTRATION FEES 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DONATIONS 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GIFTS 449.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UNIFORMS & SUPPLIES 590.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE EXPENSE 270.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PhoneNum05086554117
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ReturnHeader/Filer/EIN0832568790
ReturnHeader/Filer/PhoneNum05086554117
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043333596
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01253 WORCESTER ROAD STE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRAMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum05088754300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER C RUBINGER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-13T07:08:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COLLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHELPS
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

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