Civic Intelligence

Thomas H Oconnor Sr Scholarship Fund Inc.

990EZ • Fiscal year 2022 • EIN 84-1831428

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-7.9%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$447,500

Up $12,493 (+2.9%) from 2021

Net Assets

Up

$446,765

Up $11,758 (+2.7%) from 2021

Liabilities

$735

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin98th percentile

Revenue

Down

$12,493

Down $1,073 (-7.9%) from 2021

Expenses

Down

$735

Down $9,537 (-93%) from 2021

Net Income

Up

$11,758

Up $8,464 (+257%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2022

Assets$447,500
Liabilities$735
Net Assets$446,765
Open 2022 Filing

Operations Trend

Revenue Growth33rd percentile

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

2022

Revenue$12,493
Expenses$735
Net Income$11,758
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$15,840
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.-$700
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA BECKPresident-$0--
MELYSSA MELLOTreasurer-$0--
CHARLES RAYMONDClerk-$0--
MYKEL MENDESFirst Vice P-$0--
KIM EWALTSecond Vice-$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
2023-05-04
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 16

“Expenses filing fees 35 total 35”

Form 990-ez, Part II, Line 26

“DUE TO AFFILIATE 0 735”

Form 990-ez, Part III

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

Raw XML Appendix161 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/PhoneNum09783282435
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001886
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0435007
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt03347
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011758
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt015840
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBRA BECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELYSSA MELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES RAYMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MYKEL MENDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM EWALT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FIRST VICE P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECOND VICE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035
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/ProgramServiceExpensesAmt0700
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt08500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0735
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0735
IRS990EZ/TotalProgramServiceExpensesAmt0700
IRS990EZ/TotalRevenueAmt012493
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
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046188767
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0735
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE SOCIETY OF AMERICAN MILITARY ENGINEERS BOSTON POST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FILING FEES 35 TOTAL 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO AFFILIATE 0 735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT ENGINEERING EDUCATION AND INTEREST THROUGH A SCHOLARSHIP PROGRAM AND EDUCATION OUTREACH PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GERSTENLAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09783282435
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SONTAG CPA
ReturnHeader/ReturnTs02023-05-09T09:50:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSTENLAUER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,500
Liabilities
$735
Net assets
$446,765
Revenue
$12,493
Expenses
$735
Net income
$11,758
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
2022Detailed filing. Detailed filing data is available for this year.$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