Civic Intelligence

Mark O'Brien Memorial Scholarship

EIN 86-3766488 • 501(c)3 • Holden, MA

Profile

To provide financial assistance to students in grades 9-12 at the bancroft school, located at 110 shore drive, worcester, ma in memory of mark o'brien.

CO Wayne Penniman 40 Blair DriveHolden, MA 01520

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$51,019

Up $10,394 (+26%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$51,019

Up $10,394 (+26%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Down

$12,792

Down $498 (-3.7%) from 2022

Expenses

$6,436

No earlier filing loaded for comparison.

Net Income

$6,356

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2021: $27,335Liabilities 2021: $0Net Assets 2021: $27,3352021Assets 2022: $40,625Liabilities 2022: $0Net Assets 2022: $40,6252022Assets 2024: $51,019Liabilities 2024: $0Net Assets 2024: $51,0192024

Highlighted filing

2024

Assets$51,019
Liabilities$0
Net Assets$51,019
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2021: $27,335Expenses 2021: $0Net Income 2021: $27,3352021Revenue 2022: $13,2902022Revenue 2024: $12,792Expenses 2024: $6,436Net Income 2024: $6,3562024

Highlighted filing

2024

Revenue$12,792
Expenses$6,436
Net Income$6,356
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,019
Liabilities
$0
Net assets
$51,019
Revenue
$12,792
Expenses
$6,436
Net income
$6,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$12.8$6.44$6.36
2022Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$13.3
2021Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$27.3$0.00$27.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 3, 2025
Return Version
2024v5.1
Gross Receipts
$26,108
Mission and Program Overview

Mission

To provide financial assistance to students in grades 9-12 at the bancroft school, located at 110 shore drive, worcester, ma in memory of mark o'brien.

Program Services

DescriptionGrantsExpenses
FUNDING OF THE LEWIS SCHOLARSHIP AT BANCROFT SCHOOL LOCATED AT 110 SHOARE DRIVE IN WORCESTER, MA$5,500$5,500
THE ORGANIZATION IS CURRENTLY ACCUMULATING MONIES TO FUND SCHOLARSHIPS FOR STUDENTS IN GRADES 9 TO 12 AT THE BANCROFT SCHOOL LOCATED AT 110 SHORE DRIVE IN WORCESTER, MA.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNOR O'BRIENBoard Of Director-$0--
SHANNON DULUDEBoard Of Director-$0--
WAYNE PENNIMANPresident-$0--
JAMES KELLEYVice President-$0--
STEVE KELLEYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,082$23,082$1,285$21,797
Total Events$23,082$23,082$13,316$9,766
Filing and Contact Details

Filer

Filer Name
MARK O'BRIEN MEMORIAL SCHOLARSHIP
EIN
86-3766488
Phone
5088265968
Address
CO WAYNE PENNIMAN 40 BLAIR DRIVE, HOLDEN, MA 01520

Signing Officer

Name
Wayne Penniman
Title
President
Phone
5088265968
Signed
2025-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Stowe & Degon LLC
Address
95A TURNPIKE ROAD, WESTBOROUGH, MA 01581
Preparer
Joseph M Caplice
Phone
5089836700
Supplemental Narrative

Additional Explanations

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

“Description: taxes. Amount: 35. Description: other expenses. Amount: 26. Total to form 990-ez, line 16: 61.”

Raw XML Appendix175 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/PhoneNum05088265968
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044663
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051019
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0875
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IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/FundraisingGrossIncomeAmt023082
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05500
IRS990EZ/GrossReceiptsAmt026108
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CONNOR O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON DULUDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAYNE PENNIMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD OF DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD OF DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt061
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS IN GRADES 9-12 AT THE BANCROFT SCHOOL, LOCATED AT 110 SHORE DRIVE, WORCESTER, MA IN MEMORY OF MARK O'BRIEN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS CURRENTLY ACCUMULATING MONIES TO FUND SCHOLARSHIPS FOR STUDENTS IN GRADES 9 TO 12 AT THE BANCROFT SCHOOL LOCATED AT 110 SHORE DRIVE IN WORCESTER, MA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING OF THE LEWIS SCHOLARSHIP AT BANCROFT SCHOOL LOCATED AT 110 SHOARE DRIVE IN WORCESTER, MA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt013316
IRS990EZ/SpecialEventsNetIncomeLossAmt09766
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06436
IRS990EZ/TotalProgramServiceExpensesAmt05500
IRS990EZ/TotalRevenueAmt012792
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010006
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023157
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023082
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt017550
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt018000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt036193
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt094825
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0117982
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026108
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IRS990ScheduleA/Total509Grp/TotalAmt0117982
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0117982
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013316
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023082
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09766
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01285
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01285
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012031
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IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TAXES. AMOUNT: 35. DESCRIPTION: OTHER EXPENSES. AMOUNT: 26. TOTAL TO FORM 990-EZ, LINE 16: 61.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE PENNIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05088265968
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARK O'BRIEN MEMORIAL SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0863766488
ReturnHeader/Filer/PhoneNum05088265968
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO WAYNE PENNIMAN 40 BLAIR DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOLDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001520
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043379904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOWE & DEGON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt095A TURNPIKE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05089836700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M CAPLICE
ReturnHeader/ReturnTs02025-06-16T13:32:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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