Civic Intelligence

Jonathan Edward Aukstikalnis

EIN 83-3605374 • 501(c)3 • Phillipston, MA

Profile

To raise funds to award scholarships to students exhibiting strong character.

65 Burnshirt RoadPhillipston, MA 01331

jonathanscharacterfund.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

89th percentile

50%

Higher net margin than 89% 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

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,806

Up $3,066 (+14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$24,806

Up $3,066 (+14%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$6,169

Up $1,515 (+33%) from 2023

Expenses

Down

$3,104

Down $409 (-12%) from 2023

Net Income

Up

$3,065

Up $1,924 (+169%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$30K$20K$10K$0Assets 2019: $3,310Liabilities 2019: $02019Assets 2020: $5,299Liabilities 2020: $02020Assets 2021: $16,380Liabilities 2021: $0Net Assets 2021: $16,3802021Assets 2022: $20,599Liabilities 2022: $0Net Assets 2022: $20,5992022Assets 2023: $21,740Liabilities 2023: $0Net Assets 2023: $21,7402023Assets 2024: $24,806Net Assets 2024: $24,8062024

Highlighted filing

2024

Assets$24,806
Liabilities-
Net Assets$24,806
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$15K$10K$5.0K$0Revenue 2019: $3,950Expenses 2019: $637Net Income 2019: $3,3132019Revenue 2020: $2,537Expenses 2020: $550Net Income 2020: $1,9872020Revenue 2021: $11,723Expenses 2021: $642Net Income 2021: $11,0812021Revenue 2022: $6,904Expenses 2022: $2,685Net Income 2022: $4,2192022Revenue 2023: $4,654Expenses 2023: $3,513Net Income 2023: $1,1412023Revenue 2024: $6,169Expenses 2024: $3,104Net Income 2024: $3,0652024

Highlighted filing

2024

Revenue$6,169
Expenses$3,104
Net Income$3,065
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$24,806
Liabilities
-
Net assets
$24,806
Revenue
$6,169
Expenses
$3,104
Net income
$3,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.8$24.8$6.17$3.10$3.07
2023Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$4.65$3.51$1.14
2022Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$6.90$2.69$4.22
2021Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$11.7$0.64$11.1
2020Summary only. Only limited summary data is available for this year.$5.30$0.00$2.54$0.55$1.99
2019Summary only. Only limited summary data is available for this year.$3.31$0.00$3.95$0.64$3.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$6,169
Mission and Program Overview

Mission

Scholarships

To raise funds to award scholarships to students exhibiting strong character.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AWARDED-$650
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI AUKSTIKALNISTreasurer-$0--
DAVID AUKSTIKALNISPresident-$0--
KATHRYN RICEVice Preside-$0--
HOPE FINCHClerk-$0--
JOEL CAMPOSDirector-$0--
MICHELE CORMIERDirector-$0--
ANDREW FLYNNDirector-$0--
NANCY ROSEDirector-$0--
KATHLEEN WALSHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jonathan Edward Aukstikalnis
EIN
83-3605374
Phone
9788955762
Address
65 BURNSHIRT ROAD, PHILLIPSTON, MA 01331

Signing Officer

Name
Heidi Aukstikalnis
Title
Treasurer
Phone
9788955762
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Ronald Leger Jr CPA Pc
Address
680 MECHANIC ST STE 130, LEOMINSTER, MA 01453-4455
Preparer
Ronald Leger Jr CPA Mst
Phone
9784666500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 335 insurance 1,011 total 1,346”

Form 990-ez, Part III

“To raise funds to award scholarships to students exhibiting strong character.”

Raw XML Appendix151 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/USAddress/CityNm0PHILLIPSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001331
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021741
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELE CORMIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDREW FLYNN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHLEEN WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01346
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO AWARD SCHOLARSHIPS TO STUDENTS EXHIBITING STRONG CHARACTER.
IRS990EZ/PrintingPublicationsPostageAmt01052
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0650
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03104
IRS990EZ/TotalProgramServiceExpensesAmt0650
IRS990EZ/TotalRevenueAmt06169
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0JONATHANSCHARACTERFUND.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030897
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt030897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 335 INSURANCE 1,011 TOTAL 1,346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO RAISE FUNDS TO AWARD SCHOLARSHIPS TO STUDENTS EXHIBITING STRONG CHARACTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI AUKSTIKALNIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09788955762
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JONATHAN EDWARD AUKSTIKALNIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARACTER RECOGNITION FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0833605374
ReturnHeader/Filer/PhoneNum09788955762
ReturnHeader/Filer/USAddress/AddressLine1Txt065 BURNSHIRT ROAD
ReturnHeader/Filer/USAddress/CityNm0PHILLIPSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001331
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043288240
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0014534455
ReturnHeader/PreparerPersonGrp/PhoneNum09784666500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD LEGER JR CPA MST
ReturnHeader/ReturnTs02025-05-15T09:29:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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