Civic Intelligence

Colleen E Ritzer Memorial Fund Inc.

990EZ • Fiscal year 2020 • EIN 85-0659010

Oct 01, 2019 to Sep 30, 2020 • Filed on Jun 24, 2021

Organization ProfileWWW.COLLEENRITZER.ORG
5 Dascomb RoadAndover, MA 01810

(978) 470-1070

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

98th percentile

94%

Higher net margin than 98% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$9,024

No earlier filing loaded for comparison.

Net Assets

$9,024

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

$9,624

No earlier filing loaded for comparison.

Expenses

$600

No earlier filing loaded for comparison.

Net Income

$9,024

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $9,024Liabilities 2020: $0Net Assets 2020: $9,0242020Assets 2021: $1,240,309Liabilities 2021: $19,729Net Assets 2021: $1,220,5802021Assets 2022: $1,131,497Liabilities 2022: $715Net Assets 2022: $1,130,7822022Assets 2023: $1,678,408Liabilities 2023: $0Net Assets 2023: $1,678,4082023Assets 2024: $1,954,625Liabilities 2024: $295Net Assets 2024: $1,954,3302024

Highlighted filing

2020

Assets$9,024
Liabilities$0
Net Assets$9,024
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2020: $9,624Expenses 2020: $600Net Income 2020: $9,0242020Revenue 2021: $1,243,151Expenses 2021: $67,644Net Income 2021: $1,175,5072021Revenue 2022: $186,322Expenses 2022: $88,164Net Income 2022: $98,1582022Revenue 2023: $611,134Expenses 2023: $104,400Net Income 2023: $506,7342023Revenue 2024: $283,492Expenses 2024: $114,058Net Income 2024: $169,4342024

Highlighted filing

2020

Revenue$9,624
Expenses$600
Net Income$9,024
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jun 24, 2021
Return Version
2020v4.1
Gross Receipts
$9,624
Mission and Program Overview

Mission

The colleen e. Ritzer memorial fund fosters a society of compassion with kindness at its foundation. Renowned for her kindness, zeal for life and teaching, the organization emulates colleen's compassion and kindness with future teachers and students through scholarships, education, school safety and all other programs with kindness and education at their core.

The specific purposes of the corporation are to carry on the legacy of colleen e. Ritzer and spread her compassion and kindness to future teachers, scholarships, educational programs, kindness programs, school safety programs and all other programs deemed by the board of directors to support her legacy. To engage in and carry on any such other activities in furtherance of the foregoing purposes as may be carried out and conducted by a corporation organized under chapter 180, but only to the extent that such activities shall be permitted under section 501(c)(3).our mission statement: the colleen e.. Ritzer memorial fund fosters a society of compassion with kindness as a motivating influence in all its endeavors. Renowned for her kindness, zeal for life, teaching, and love of family, the organization emulates colleen's compassion through scholarships, grants and other programs with kindness and education at their core.

Program Services

DescriptionGrantsExpenses
THIS IS OUR FIRST YEAR OF OPERATION THROUGH THIS NONPROFIT. NO AMOUNTS WERE DISTRIBUTED. BECAUSE WE TRANSFERRED FROM A COMMUNITY FOUNDATION IN 2021, THERE WILL BE SIGNFICANT GRANTS DURING THE NEXT FISCAL YEAR. THIS YEAR WAS SIMPLY GETTING THE ORGANZIATION SET UP AND APPROVED WHICH NEEDED TO OCCUR PRIOR TO THE 2021 TRANSFER OF ASSETS.$0$0
SEE STATEMENT ONE$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGIE L RITZERPresident & DirectorPT$0--
THOMAS RITZERVice President, Clerk & Director-$0--
MICHAEL GUILFOYLETreasurer & Director-$0--
JULIE VIOLADirector-$0--
BRIAN FEENEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Colleen E Ritzer Memorial Fund Inc
EIN
85-0659010
Phone
9784701070
Address
5 DASCOMB ROAD, ANDOVER, MA 01810

Signing Officer

Name
Michael Guilfoyle
Title
Treasurer
Phone
4012437182
Signed
2021-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Peggie L Ritzer CPA
Address
5 DASCOMB ROAD, ANDOVER, MA 01810
Preparer
Peggie L Ritzer
Phone
9784701070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fee form 1023. Amount: 600.”

Raw XML Appendix153 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/PhoneNum09784701070
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANDOVER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PEGGIE L RITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS RITZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL GUILFOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE VIOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN FEENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT, CLERK & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0600
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SPECIFIC PURPOSES OF THE CORPORATION ARE TO CARRY ON THE LEGACY OF COLLEEN E. RITZER AND SPREAD HER COMPASSION AND KINDNESS TO FUTURE TEACHERS, SCHOLARSHIPS, EDUCATIONAL PROGRAMS, KINDNESS PROGRAMS, SCHOOL SAFETY PROGRAMS AND ALL OTHER PROGRAMS DEEMED BY THE BOARD OF DIRECTORS TO SUPPORT HER LEGACY. TO ENGAGE IN AND CARRY ON ANY SUCH OTHER ACTIVITIES IN FURTHERANCE OF THE FOREGOING PURPOSES AS MAY BE CARRIED OUT AND CONDUCTED BY A CORPORATION ORGANIZED UNDER CHAPTER 180, BUT ONLY TO THE EXTENT THAT SUCH ACTIVITIES SHALL BE PERMITTED UNDER SECTION 501(C)(3).OUR MISSION STATEMENT: THE COLLEEN E.. RITZER MEMORIAL FUND FOSTERS A SOCIETY OF COMPASSION WITH KINDNESS AS A MOTIVATING INFLUENCE IN ALL ITS ENDEAVORS. RENOWNED FOR HER KINDNESS, ZEAL FOR LIFE, TEACHING, AND LOVE OF FAMILY, THE ORGANIZATION EMULATES COLLEEN'S COMPASSION THROUGH SCHOLARSHIPS, GRANTS AND OTHER PROGRAMS WITH KINDNESS AND EDUCATION AT THEIR CORE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS IS OUR FIRST YEAR OF OPERATION THROUGH THIS NONPROFIT. NO AMOUNTS WERE DISTRIBUTED. BECAUSE WE TRANSFERRED FROM A COMMUNITY FOUNDATION IN 2021, THERE WILL BE SIGNFICANT GRANTS DURING THE NEXT FISCAL YEAR. THIS YEAR WAS SIMPLY GETTING THE ORGANZIATION SET UP AND APPROVED WHICH NEEDED TO OCCUR PRIOR TO THE 2021 TRANSFER OF ASSETS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SEE STATEMENT ONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02020 IS THE INITIAL YEAR OF THE ORGANIZATION. NO GRANTS WERE GIVEN UNTIL 2021.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PARTS II AND IIII
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FILING FEE FORM 1023. AMOUNT: 600.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-24
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ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0850659010
ReturnHeader/Filer/PhoneNum09784701070
ReturnHeader/Filer/USAddress/AddressLine1Txt05 DASCOMB ROAD
ReturnHeader/Filer/USAddress/CityNm0ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001810
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473372175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEGGIE L RITZER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 DASCOMB ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum09784701070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PEGGIE L RITZER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-06-28T14:11:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUILFOYLE
ReturnHeader/TaxPeriodBeginDt02020-04-08
ReturnHeader/TaxPeriodEndDt02020-09-30
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
$9,024
Liabilities
$0
Net assets
$9,024
Revenue
$9,624
Expenses
$600
Net income
$9,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.28$0.11$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.61$0.10$0.51
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.19$0.09$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.02$1.22$1.24$0.07$1.18
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.00$0.01