Civic Intelligence

Colleen E Ritzer Memorial Fund Inc.

990 • Fiscal year 2022 • EIN 85-0659010

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 13, 2023

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

22nd percentile

-8.8%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,131,497

Down $108,812 (-8.8%) from 2021

Net Assets

Down

$1,130,782

Down $89,798 (-7.4%) from 2021

Liabilities

Down

$715

Down $19,014 (-96%) from 2021

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin90th percentile

Revenue

Down

$186,322

Down $1,056,829 (-85%) from 2021

Expenses

Up

$88,164

Up $20,520 (+30%) from 2021

Net Income

Down

$98,158

Down $1,077,349 (-92%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

2022

Assets$1,131,497
Liabilities$715
Net Assets$1,130,782
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

2022

Revenue$186,322
Expenses$88,164
Net Income$98,158
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 13, 2023
Return Version
2021v4.2
Gross Receipts
$258,022
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 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$831,019$630,845▼ $200,174
Cash and Non-Interest-Bearing Accounts$387,670$488,639▲ $100,969
Accounts Receivable$4,200$9,574▲ $5,374
Land, Buildings, and Equipment, Net$0$1,994▲ $1,994
Prepaid Expenses and Deferred Charges-$445-
Total Assets$1,240,309$1,131,497▼ $108,812
Other Assets Total$17,420$0▼ $17,420
Liabilities
Accounts Payable and Accrued Expenses$19,729$540▼ $19,189
Deferred Revenue-$175-
Total Liabilities$19,729$715▼ $19,014
Net Assets / Fund Balance
Net Assets With Donor Restrictions$811,472$743,472▼ $68,000
Net Assets Without Donor Restrictions$409,108$387,310▼ $21,798
Total Net Assets Fund Balance$1,220,580$1,130,782▼ $89,798
Total Liabilities and Net Assets / Fund Balance$1,240,309$1,131,497▼ $108,812

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,994$270$2,264
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Peggie L RitzerPresident
Dwight FeeneyDirector
Julie ViolaDirector
Michael K GuilfoyleTreasurer
Thomas P RitzerV.p. and Clerk
Revenue and Support

Revenue Composition

Contributions and Grants
$101,839
Program Service Revenue
$0
Investment Income
$46,393
Other Revenue
$38,090
All Other Contributions
$28,610
Change in Net Assets
$98,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,409
Other Expenses$19,755
Total Fundraising Expense$2,810
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$68,409--$68,409
Fees for Services Accounting-$4,250-$4,250
Office Expenses-$2,604-$2,604
All Other Expenses-$783$1,366$2,149
Other Expenses-$1,204$1,444$1,204
Insurance-$1,093-$1,093
Depreciation Depletion-$270-$270
Interest-$39-$39
Total Functional Expenses$68,409$16,945$2,810$88,164
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$105,299
Fundraising Direct Expenses$71,590
Gaming Gross Income$4,491
Gaming Direct Expenses$110
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Walk/run$142,779$69,550$71,961$-2,411
Flower Sales$16,362$16,362$1,188$15,174
Total Events$159,141$85,912$73,149$12,763
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Thomas ritzer and peggie ritzer are married. Both are directors and officers.”

Form 990, Part VI, Section B, Line 11B

“The 990 was prepared by the president of the non profit, who is a cpa, and it was reviewed by all the officers of the nonprofit and signed by the treasurer.”

Form 990, Part VI, Section B, Line 12C

“The confilct of interest policy is reviewed annually with all officers and directors.”

Form 990, Part VI, Section B, Line 15

“There are no compensated officers. The orgnazation is run by all volunteers.”

Form 990, Part VI, Section C, Line 18

“The 1023 and 990 are available upon request and are also available on the massachusetts attorney general's non profit division website.”

Form 990, Part VI, Section C, Line 19

“The 1023 and 990 and all governing documents are available upon request and form 1023 and 990 are also available on the massachusetts attorney general's non profit division website.”

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
2023-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peggie Ritzer
Formed
2020
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Peggie L Ritzer CPA
Address
5 DASCOMB ROAD, ANDOVER, MA 01810
Preparer
Peggie L Ritzer
Phone
9784701070
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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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IRS990/ActivityOrMissionDesc0THE 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.
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01994
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0270
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02264
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01994
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt073229
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt073229
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt073149
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05K WALK/RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FLOWER SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0142779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016362
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0159141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016362
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt085912
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012763
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt073149
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt071961
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01188
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt068409
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt042
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANZIATION REQUIRES SCHOLARSHIP APPLICATIONS AND TRANSCRIPTS FROM EACH RECIPIENT. UPON REVIEW AND SELECTION OF RECIPIENTS, SCHOLARSHIP CHECKS ARE WRITTEN AND MAILED DIRECTLY TO THE COLLEGE/UNIVERSITY OF THE RECIPIENTS. NO RECIPIENT RECIEVED $5,000 OR MORE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMAS RITZER AND PEGGIE RITZER ARE MARRIED. BOTH ARE DIRECTORS AND OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WAS PREPARED BY THE PRESIDENT OF THE NON PROFIT, WHO IS A CPA, AND IT WAS REVIEWED BY ALL THE OFFICERS OF THE NONPROFIT AND SIGNED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFILCT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH ALL OFFICERS AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMPENSATED OFFICERS. THE ORGNAZATION IS RUN BY ALL VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 1023 AND 990 ARE AVAILABLE UPON REQUEST AND ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S NON PROFIT DIVISION WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 1023 AND 990 AND ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND FORM 1023 AND 990 ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S NON PROFIT DIVISION WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01240309
IRS990/TotalAssetsEOYAmt01131497
IRS990/TotalAssetsGrp/BOYAmt01240309
IRS990/TotalAssetsGrp/EOYAmt01131497
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0101839
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02810
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016945
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068409
IRS990/TotalFunctionalExpensesGrp/TotalAmt088164
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019729
IRS990/TotalLiabilitiesEOYAmt0715
IRS990/TotalLiabilitiesGrp/BOYAmt019729
IRS990/TotalLiabilitiesGrp/EOYAmt0715
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01220580
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt068409
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt080102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04381
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186322
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01131497
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/CityNm0ANDOVER
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001810
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.COLLEENRITZER.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL GUILFOYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04012437182
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLLEEN E RITZER MEMORIAL FUND INC
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001810
ReturnHeader/PreparerPersonGrp/PhoneNum09784701070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PEGGIE L RITZER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-02-13T16:12:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUILFOYLE
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,131,497
Liabilities
$715
Net assets
$1,130,782
Revenue
$186,322
Expenses
$88,164
Net income
$98,158
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