Kevin T Szocik Scholarship Fund is a 501(c)(3) organization based in Lunenburg, Massachusetts, registered in 2002, with $9,822 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$9,822
▲ 175.9% vs prior year
Education median: $200K
Expenses (FY2024)
$7,912
Net assets
$120K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Kevin T Szocik Scholarship Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Kevin T Szocik Scholarship Fund: 182 mo reserves · +19% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Kevin T Szocik Scholarship Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Kevin T Szocik Scholarship Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $6,664 (FY2013) to $9,822 (FY2024) across 11 reported years.
Financial snapshot
Operating margin
19.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$120K
Total liabilities
$0
Net assets
$120K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $9,822▲176% | $7,912▼0.5% | $119,691▲1.6% | $119,691▲1.6% | 990PF |
| 2023 | $3,560▼17.9% | $7,952▲14.4% | $117,781▼3.6% | $117,781▼3.6% | 990PF |
| 2022 | $4,334▲252% | $6,949▼3.3% | $122,173▼2.1% | $122,173▼2.1% | 990PF |
| 2021 | $1,230▼84.3% | $7,185▲16.7% | $124,788▼6.1% | $124,788▼6.1% | 990PF |
| 2020 | $7,822▲33.3% | $6,158▲2.1% | $132,929▲1.3% | $132,929▲1.3% | 990PF |
| 2019 | $5,869▲28.2% | $6,034▲1.6% | $131,265▼0.1% | $131,265▼0.1% | 990PF |
| 2018 | $4,578▼30.3% | $5,940▼8.0% | $131,430▼1.0% | $131,430▼1.0% | 990PF |
| 2017 | $6,570▼24.1% | $6,458▲7.1% | $132,792▲0.1% | $132,792▲0.1% | 990PF |
| 2016 | $8,653▲6.0% | $6,028▲3.6% | $132,680▲2.0% | $132,680▲2.0% | 990PF |
| 2015 | $8,162▲22.5% | $5,817▼5.9% | $130,055▲8.2% | $130,055▲8.2% | 990PF |
| 2013 | $6,664 | $6,183▼6.5% | $120,254▲0.8% | $120,254▲0.8% | 990PF |
| 2012 | — | $6,615▲11.8% | $119,331▲2.6% | $119,331▲0.5% | 990PF |
| 2011 | — | $5,918▼7.1% | $116,324▲14.2% | $118,723▲16.5% | 990PF |
| 2010 | — | $6,367 | $101,894 | $101,894 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Kevin T Szocik Scholarship Fund (EIN 04-3581341) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.