Civic Intelligence

Thomas H Oconnor Sr Scholarship Fund Inc.

990EZ • Fiscal year 2020 • EIN 84-1831428

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 16, 2021

Organization ProfileN/A
2 Cutter LaneWestford, MA 01886

(978) 328-2435

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

15th percentile

-39%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

100th percentile

17159600%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$171,597

Up $171,596 (+17159600%) from 2019

Net Assets

$171,597

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Up

$6,722

Up $6,722 from 2019

Expenses

Up

$9,369

Up $9,369 from 2019

Net Income

Down

-$2,647

Down $2,647 from 2019

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$600K$400K$200K$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $171,597Net Assets 2020: $171,5972020Assets 2021: $435,007Net Assets 2021: $435,0072021Assets 2022: $447,500Liabilities 2022: $735Net Assets 2022: $446,7652022Assets 2023: $461,590Liabilities 2023: $1,270Net Assets 2023: $460,3202023Assets 2024: $468,112Net Assets 2024: $468,1122024

Highlighted filing

2020

Assets$171,597
Liabilities-
Net Assets$171,597
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $6,722Expenses 2020: $9,369Net Income 2020: -$2,6472020Revenue 2021: $13,566Expenses 2021: $10,272Net Income 2021: $3,2942021Revenue 2022: $12,493Expenses 2022: $735Net Income 2022: $11,7582022Revenue 2023: $14,090Expenses 2023: $535Net Income 2023: $13,5552023Revenue 2024: $8,292Expenses 2024: $500Net Income 2024: $7,7922024

Highlighted filing

2020

Revenue$6,722
Expenses$9,369
Net Income-$2,647
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 16, 2021
Return Version
2020v4.0
Gross Receipts
$6,722
Mission and Program Overview

Mission

To support engineering education and interest through a scholarship program and education outreach program.

Program Services

DescriptionGrantsExpenses
ENGINEERING SCHOLARSHIPS AT VARIOUS SCHOOL MOSTLY IN THE NEW ENGLAND AREA.$8,500$9,269
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN GERSTENLAUERTreasurer-$0--
JEFF DULGARIANPresident-$0--
MYKEL MENDESClerk-$0--
CHRIS MITCHELLDirector-$0--
ROBERT BYRNEDirector-$0--
PAUL STEINBURGDirector-$0--
EVA MARIE D'ANTUONODirector-$0--
MONIQUE DEJESUSDirector-$0--
KEN GAYNORDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Thomas H Oconnor Sr Scholarship
EIN
84-1831428
Phone
9783282435
Address
2 CUTTER LANE, WESTFORD, MA 01886

Signing Officer

Name
John Gerstenlauer
Title
Treasurer
Phone
9783282435
Signed
2021-04-16
Discuss with paid preparer
Yes

Preparer

Firm
DAVID SONTAG CPA'S PC
Address
87 MERRIAM AVE, LEOMINSTER, MA 01453-3109
Preparer
David Sontag CPA
Phone
9785378322
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: various scholarships cash contribution: 8,500”

Form 990-ez, Part I, Line 20

“Transfer of investment from related non for profit 174,244”

Form 990-ez, Part III

“To support engineering education and interest through a scholarship program and education outreach program.”

Raw XML Appendix182 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1JEFF DULGARIAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2MYKEL MENDES
CompensationExplanation/CompensationExplanationGrp/PersonNm3CHRIS MITCHELL
CompensationExplanation/CompensationExplanationGrp/PersonNm4ROBERT BYRNE
CompensationExplanation/CompensationExplanationGrp/PersonNm5PAUL STEINBURG
CompensationExplanation/CompensationExplanationGrp/PersonNm6EVA MARIE DANTUONO
CompensationExplanation/CompensationExplanationGrp/PersonNm7MONIQUE DEJESUS
CompensationExplanation/CompensationExplanationGrp/PersonNm8KEN GAYNOR
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFORD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN GERSTENLAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF DULGARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MYKEL MENDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT BYRNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL STEINBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EVA MARIE D'ANTUONO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MONIQUE DEJESUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEN GAYNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0174244
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT ENGINEERING EDUCATION AND INTEREST THROUGH A SCHOLARSHIP PROGRAM AND EDUCATION OUTREACH PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENGINEERING SCHOLARSHIPS AT VARIOUS SCHOOL MOSTLY IN THE NEW ENGLAND AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09269
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09369
IRS990EZ/TotalProgramServiceExpensesAmt09269
IRS990EZ/TotalRevenueAmt06722
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONFIRMED THROUGH TESTING AGAINST REGULATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1YEARLY CONFIRMATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2TO ASSIST ENGINEERING STUDENTS WITH SUPPORT, SCHOLARSHIPS AND GRANTS TO SCHOOLS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 1C
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046188767
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE SOCIETY OF AMERICAN MILITARY ENGINEERS BOSTON POST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VARIOUS SCHOLARSHIPS CASH CONTRIBUTION: 8,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFER OF INVESTMENT FROM RELATED NON FOR PROFIT 174,244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT ENGINEERING EDUCATION AND INTEREST THROUGH A SCHOLARSHIP PROGRAM AND EDUCATION OUTREACH PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GERSTENLAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783282435
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE THOMAS H OCONNOR SR SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0841831428
ReturnHeader/Filer/PhoneNum09783282435
ReturnHeader/Filer/USAddress/AddressLine1Txt02 CUTTER LANE
ReturnHeader/Filer/USAddress/CityNm0WESTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001886
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461609746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID SONTAG CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt087 MERRIAM AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0014533109
ReturnHeader/PreparerPersonGrp/PhoneNum09785378322
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02021-04-22T10:05:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSTENLAUER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$171,597
Liabilities
-
Net assets
$171,597
Revenue
$6,722
Expenses
$9,369
Net income
-$2,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.68$4.68$0.08$0.01$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.01$4.60$0.14$0.01$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.01$4.47$0.12$0.01$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$4.35$0.14$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.07$0.09$0.03
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00