Civic Intelligence

Ekwanok Scholarship Trust Inc.

990 • Fiscal year 2016 • EIN 03-0349894

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 20, 2017

Organization ProfileN/A
PO Box 467Manchester, VT 05254

(802) 362-2220

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

59th percentile

5.1%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

71st percentile

9.6%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,123,446

Up $98,024 (+9.6%) from 2015

Net Assets

Up

$1,123,446

Up $98,024 (+9.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin59th percentile

Revenue

Down

$139,838

Down $41,423 (-23%) from 2015

Expenses

Up

$132,683

Up $7,686 (+6.1%) from 2015

Net Income

Down

$7,155

Down $49,109 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $692,951Liabilities 2011: $0Net Assets 2011: $692,9512011Assets 2012: $787,429Liabilities 2012: $0Net Assets 2012: $787,4292012Assets 2013: $965,382Liabilities 2013: $0Net Assets 2013: $965,3822013Assets 2014: $1,049,296Liabilities 2014: $0Net Assets 2014: $1,049,2962014Assets 2015: $1,025,422Liabilities 2015: $0Net Assets 2015: $1,025,4222015Assets 2016: $1,123,446Liabilities 2016: $0Net Assets 2016: $1,123,4462016Assets 2017: $1,217,895Liabilities 2017: $0Net Assets 2017: $1,217,8952017Assets 2018: $1,173,049Liabilities 2018: $0Net Assets 2018: $1,173,0492018Assets 2019: $1,421,017Liabilities 2019: $0Net Assets 2019: $1,421,0172019Assets 2020: $1,664,015Liabilities 2020: $0Net Assets 2020: $1,664,0152020Assets 2021: $2,067,587Liabilities 2021: $0Net Assets 2021: $2,067,5872021Assets 2022: $1,783,646Liabilities 2022: $0Net Assets 2022: $1,783,6462022Assets 2023: $2,136,422Liabilities 2023: $0Net Assets 2023: $2,136,4222023Assets 2024: $2,470,350Liabilities 2024: $0Net Assets 2024: $2,470,3502024Assets 2025: $2,807,614Liabilities 2025: $0Net Assets 2025: $2,807,6142025

Highlighted filing

2016

Assets$1,123,446
Liabilities$0
Net Assets$1,123,446
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $78,5082011Expenses 2012: $66,3452012Revenue 2013: $146,643Expenses 2013: $53,251Net Income 2013: $93,3922013Revenue 2014: $198,633Expenses 2014: $77,949Net Income 2014: $120,6842014Revenue 2015: $181,261Expenses 2015: $124,997Net Income 2015: $56,2642015Revenue 2016: $139,838Expenses 2016: $132,683Net Income 2016: $7,1552016Revenue 2017: $94,825Expenses 2017: $164,499Net Income 2017: -$69,6742017Revenue 2018: $222,692Expenses 2018: $151,000Net Income 2018: $71,6922018Revenue 2019: $172,737Expenses 2019: $147,963Net Income 2019: $24,7742019Revenue 2020: $240,150Expenses 2020: $108,743Net Income 2020: $131,4072020Revenue 2021: $269,232Expenses 2021: $100,081Net Income 2021: $169,1512021Revenue 2022: $229,664Expenses 2022: $108,333Net Income 2022: $121,3312022Revenue 2023: $255,985Expenses 2023: $159,171Net Income 2023: $96,8142023Revenue 2024: $268,093Expenses 2024: $173,040Net Income 2024: $95,0532024Revenue 2025: $405,434Expenses 2025: $181,478Net Income 2025: $223,9562025

Highlighted filing

2016

Revenue$139,838
Expenses$132,683
Net Income$7,155
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 20, 2017
Return Version
2016v3.0
Gross Receipts
$210,227
Mission and Program Overview

Mission

Providing scholarships for young men and women working at ekwanok country club to attend institutions of higher learning.

Providing scholarships for needy and deserving students to instiutions of higher learning

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$825,400$845,880▲ $20,480
Savings and Temporary Cash Investments$200,022$277,566▲ $77,544
Total Assets$1,025,422$1,123,446▲ $98,024
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$972,613$1,076,760▲ $104,147
Unrestricted Net Assets$52,809$46,686▼ $6,123
Total Net Assets Fund Balance$1,025,422$1,123,446▲ $98,024
Total Liabilities and Net Assets / Fund Balance$1,025,422$1,123,446▲ $98,024

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,076,760$81,089▲ $93,108-$1,076,760
2015$1,013,702$101,600▼ $67,639-$972,613
2014$870,257$114,245▲ $29,270-$1,013,702
2013$695,756$59,590▲ $114,961-$870,257
2012$590,915$49,000▲ $55,891-$695,756
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
H William DavisPresident
Cathy C LongDirector
Elizabeth T FrankDirector
Richard C LechthalerDirector
Thomas J MonahanTreasurer
Wendy W RobertsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$137,594
Program Service Revenue
$0
Investment Income
$2,244
Other Revenue
$0
All Other Contributions
$137,594
Change in Net Assets
$7,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$127,500
Other Expenses$5,183
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$127,500--$127,500
Fees for Services Accounting-$3,855-$3,855
Office Expenses$929$199-$1,128
Fees for Services Other-$200-$200
Total Functional Expenses$128,429$4,254$0$132,683
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“All officers will receive a copy of the form 990 in the mail prior to filing. The president of the organization will provide the consent for filing.”

Form 990, Page 6, Part VI, Line 19

“Upon request or as required to comply with state and federal laws and regu lations.”

Filing and Contact Details

Filer

Filer Name
Ekwanok Scholarship Trust Inc
EIN
03-0349894
Phone
8023622220
Address
PO BOX 467, MANCHESTER, VT 05254

Signing Officer

Name
H William Davis
Title
President
Phone
8023622220
Signed
2017-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H William Davis
Formed
1993
Legal Domicile
Vt
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
3

Preparer

Firm
Davis & Hodgdon Associates Cpas Plc
Address
49 N MAIN ST, RUTLAND, VT 05701
Preparer
Mandy J Bradley
Phone
8027757132
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Printing, postage, and stationary costs associated with scholarship remittance”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“This endowment fund is used to provide scholarships for needy and deserving students to institutions of higher learning. The funds are temporarily restricted until expended for this purpose.”

Raw XML Appendix372 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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-67639
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt070
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0870257
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0114245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01013702
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029270
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt050
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0695756
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt059590
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0870257
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0114961
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt050
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0590915
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt049000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0695756
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055891
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS ENDOWMENT FUND IS USED TO PROVIDE SCHOLARSHIPS FOR NEEDY AND DESERVING STUDENTS TO INSTITUTIONS OF HIGHER LEARNING. THE FUNDS ARE TEMPORARILY RESTRICTED UNTIL EXPENDED FOR THIS PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0127500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0SCHOL PD DIRECT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT FUNDS AWARDED IN THE FORM OF SCHOLARSHIPS ARE RECONCILED TO THE INVESTMENT STATEMENTS AND ANY DISCREPANCIES ARE INVESTIGATED IN A TIMELY MANNER.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRINTING, POSTAGE, AND STATIONARY COSTS ASSOCIATED WITH SCHOLARSHIP REMITTANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS WILL RECEIVE A COPY OF THE FORM 990 IN THE MAIL PRIOR TO FILING. THE PRESIDENT OF THE ORGANIZATION WILL PROVIDE THE CONSENT FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST OR AS REQUIRED TO COMPLY WITH STATE AND FEDERAL LAWS AND REGU LATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0972613
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01076760
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01025422
IRS990/TotalAssetsEOYAmt01123446
IRS990/TotalAssetsGrp/BOYAmt01025422
IRS990/TotalAssetsGrp/EOYAmt01123446
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0137594
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04254
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128429
IRS990/TotalFunctionalExpensesGrp/TotalAmt0132683
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01025422
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01123446
IRS990/TotalOtherProgSrvcExpenseAmt0929
IRS990/TotalProgramServiceExpensesAmt0128429
IRS990/TotalRevenueGrp/ExclusionAmt023257
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-21013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139838
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01025422
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01123446
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt052809
IRS990/UnrestrictedNetAssetsGrp/EOYAmt046686
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0EKWANOK SCHOLARSHIP TRUST
IRS990/USAddress/AddressLine2Txt0PO BOX 467
IRS990/USAddress/CityNm0MANCHESTER
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005254
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H WILLIAM DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08023622220
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EKWANOK SCHOLARSHIP TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0EKWA
ReturnHeader/Filer/EIN0030349894
ReturnHeader/Filer/PhoneNum08023622220
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 467
ReturnHeader/Filer/USAddress/CityNm0MANCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005254
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FBE309EFF9815EBE09836C9708D8A0EE1434A942
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FBE309EFF9815EBE09836C9708D8A0EE1434A942
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030325875
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS & HODGDON ASSOCIATES CPAS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt049 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RUTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005701
ReturnHeader/PreparerPersonGrp/PhoneNum08027757132
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MANDY J BRADLEY
ReturnHeader/ReturnTs02017-02-20T16:50:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,123,446
Liabilities
$0
Net assets
$1,123,446
Revenue
$139,838
Expenses
$132,683
Net income
$7,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.41$0.18$0.22
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.27$0.17$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.26$0.16$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.23$0.11$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.27$0.10$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.24$0.11$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.17$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.22$0.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.09$0.16$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.14$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.18$0.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.20$0.08$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.15$0.05$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.08