Civic Intelligence

Robert J Fishman Memorial Fund Inc

990EZ • Fiscal year 2023 • EIN 85-1624229

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 12, 2024

Organization ProfileN/A
11 Beach RoadSharon, MA 02067

(617) 529-0026

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$79,948

Up $11,920 (+18%) from 2022

Net Assets

Up

$79,948

Up $11,920 (+18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Up

$19,667

Up $2,416 (+14%) from 2022

Expenses

Down

$7,747

Down $860 (-10.0%) from 2022

Net Income

Up

$11,920

Up $3,276 (+38%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2023

Assets$79,948
Liabilities$0
Net Assets$79,948
Open 2023 Filing

Operations Trend

Revenue Growth60th 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

2023

Revenue$19,667
Expenses$7,747
Net Income$11,920
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 12, 2024
Return Version
2023v5.0
Gross Receipts
$45,451
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.-$6,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$36,647$25,784$3,164$22,620
Total Events$36,647$25,784$25,784-
Filing and Contact Details

Filer

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

Signing Officer

Name
Lisa Fishman
Title
President
Signed
2024-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Spoto CPA LLC
Address
61 LANTERN LN, SHARON, MA 02067
Preparer
Marie Spoto
Phone
3393643101
Supplemental Narrative

Additional Explanations

Other Expenses.1

“QBO Subscription $150”

Other Expenses.2

“Filing Fees $72”

Other Assets.1

“Deposits - Beginning $1793 Deposits - Ending $0”

Raw XML Appendix176 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sharon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066235
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Fishman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen Binder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Becker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bruce Needle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shari Kalmowitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jason Maron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01793
IRS990EZ/OtherExpensesTotalAmt0222
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/PrintingPublicationsPostageAmt010
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/ProgramServiceExpensesAmt06000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025784
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07747
IRS990EZ/TotalProgramServiceExpensesAmt06000
IRS990EZ/TotalRevenueAmt019667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0216414
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt0216414
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0216414
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010863
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03164
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03164
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt022620
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022620
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Golf Tournament
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0QBO Subscription $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Filing Fees $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Deposits - Beginning $1793 Deposits - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Fishman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert J Fishman Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0851624229
ReturnHeader/Filer/PhoneNum06175290026
ReturnHeader/Filer/USAddress/AddressLine1Txt011 Beach Road
ReturnHeader/Filer/USAddress/CityNm0Sharon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PhoneNum03393643101
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie Spoto
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-12T13:17:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fishman
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,948
Liabilities
$0
Net assets
$79,948
Revenue
$19,667
Expenses
$7,747
Net income
$11,920
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits