Civic Intelligence

Robert J Fishman Memorial Fund Inc

990EZ • Fiscal year 2021 • EIN 85-1624229

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 07, 2022

Organization ProfileN/A
14 Foundry RoadSharon, MA 02067

(617) 529-0026

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

77th percentile

40%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-32%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$59,384

Up $17,038 (+40%) from 2020

Net Assets

Up

$59,384

Up $17,038 (+40%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin89th percentile

Revenue

Down

$30,278

Down $14,213 (-32%) from 2020

Expenses

Up

$13,240

Up $11,095 (+517%) from 2020

Net Income

Down

$17,038

Down $25,308 (-60%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$100K$50K$0Assets 2020: $42,346Liabilities 2020: $0Net Assets 2020: $42,3462020Assets 2021: $59,384Liabilities 2021: $0Net Assets 2021: $59,3842021Assets 2022: $68,028Liabilities 2022: $0Net Assets 2022: $68,0282022Assets 2023: $79,948Liabilities 2023: $0Net Assets 2023: $79,9482023Assets 2024: $82,235Net Assets 2024: $82,2352024Assets 2025: $94,867Net Assets 2025: $94,8672025

Highlighted filing

2021

Assets$59,384
Liabilities$0
Net Assets$59,384
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

$60K$40K$20K$0Revenue 2020: $44,491Expenses 2020: $2,145Net Income 2020: $42,3462020Revenue 2021: $30,278Expenses 2021: $13,240Net Income 2021: $17,0382021Revenue 2022: $17,251Expenses 2022: $8,607Net Income 2022: $8,6442022Revenue 2023: $19,667Expenses 2023: $7,747Net Income 2023: $11,9202023Revenue 2024: $10,205Expenses 2024: $7,918Net Income 2024: $2,2872024Revenue 2025: $29,014Expenses 2025: $16,382Net Income 2025: $12,6322025

Highlighted filing

2021

Revenue$30,278
Expenses$13,240
Net Income$17,038
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 7, 2022
Return Version
2021v4.0
Gross Receipts
$57,457
Mission and Program Overview

Mission

Support charitable causes that were important to the late Robert J. Fishman including: providing schoarships to graduation seniors from Sharon High School and support youth sports programs in the town of Sharon, Massachusetts.

Program Services

DescriptionGrantsExpenses
Support local programs that were valued by the late Robert J. Fishman including but not limited to youth sports, program sponsorship and scholarships awarded to graduating high school seniors.$12,000-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa FishmanPresident-$0--
Karen BinderTreasurer-$0--
Amy BeckerSecretary-$0--
Bruce NeedleDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$43,400$27,179$4,694$22,485
Total Events$43,400$27,179$27,179-
Filing and Contact Details

Filer

Filer Name
Robert J Fishman Memorial Fund
EIN
85-1624229
Phone
6175290026
Address
14 Foundry Road, Sharon, MA 02067

Signing Officer

Name
Lisa Fishman
Title
President
Signed
2022-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Spoto CPA LLC
Address
61 LANTERN LN, SHARON, MA 02067
Preparer
Marie Spoto
Phone
6177944753
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Bank Fees $18”

Other Assets.1

“Deposits - Beginning $0 Deposits - Ending $7000”

Raw XML Appendix163 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/PersonNm0Karen Binder
IRS990EZ/BooksInCareOfDetail/PhoneNum06179667807
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 Prince Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sharon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042346
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052384
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030278
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017038
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01206
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042346
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059384
IRS990EZ/FundraisingGrossIncomeAmt027179
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012000
IRS990EZ/GrossReceiptsAmt057457
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042346
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059384
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042346
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059384
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Fishman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen Binder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Becker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bruce Needle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07000
IRS990EZ/OtherExpensesTotalAmt018
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support charitable causes that were important to the late Robert J. Fishman including: providing schoarships to graduation seniors from Sharon High School and support youth sports programs in the town of Sharon, Massachusetts.
IRS990EZ/PrintingPublicationsPostageAmt016
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support local programs that were valued by the late Robert J. Fishman including but not limited to youth sports, program sponsorship and scholarships awarded to graduating high school seniors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027179
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013240
IRS990EZ/TotalProgramServiceExpensesAmt012000
IRS990EZ/TotalRevenueAmt030278
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0121855
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0121855
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064398
IRS990ScheduleA/Total509Grp/TotalAmt0121855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064398
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0121855
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016221
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016221
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027179
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07231
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027179
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027179
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01155
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01155
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04694
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04694
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014099
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014099
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Golf Tournament
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Fees $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Deposits - Beginning $0 Deposits - Ending $7000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Fishman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert J Fishman Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0851624229
ReturnHeader/Filer/PhoneNum06175290026
ReturnHeader/Filer/USAddress/AddressLine1Txt014 Foundry Road
ReturnHeader/Filer/USAddress/CityNm0Sharon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852748104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Spoto CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt061 LANTERN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHARON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002067
ReturnHeader/PreparerPersonGrp/PhoneNum06177944753
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie Spoto
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-07T09:13:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fishman
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,384
Liabilities
$0
Net assets
$59,384
Revenue
$30,278
Expenses
$13,240
Net income
$17,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$94.9$94.9$29.0$16.4$12.6
2024Detailed filing. Detailed filing data is available for this year.$82.2$82.2$10.2$7.92$2.29
2023Detailed filing. Detailed filing data is available for this year.$79.9$0.00$79.9$19.7$7.75$11.9
2022Detailed filing. Detailed filing data is available for this year.$68.0$0.00$68.0$17.3$8.61$8.64
2021Detailed filing. Detailed filing data is available for this year.$59.4$0.00$59.4$30.3$13.2$17.0
2020Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$44.5$2.15$42.3