Civic Intelligence

Stowe Schools Foundation for Educational Advancement Inc

990EZ • Fiscal year 2014 • EIN 03-0354743

Oct 01, 2013 to Sep 30, 2014 • Filed on Jan 27, 2015

PO Box 820Stowe, VT 05672

(802) 730-2255

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-26%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$149,257

Down $4,216 (-2.7%) from 2013

Net Assets

$149,257

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$44,954

Down $15,664 (-26%) from 2013

Expenses

Up

$59,896

Up $21,961 (+58%) from 2013

Net Income

Down

-$14,942

Down $37,625 (-166%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $105,950Liabilities 2011: $1,1402011Assets 2012: $120,993Liabilities 2012: $0Net Assets 2012: $120,9932012Assets 2013: $153,473Liabilities 2013: $02013Assets 2014: $149,257Liabilities 2014: $0Net Assets 2014: $149,2572014Assets 2015: $153,155Liabilities 2015: $0Net Assets 2015: $153,1552015Assets 2016: $181,982Liabilities 2016: $0Net Assets 2016: $181,9822016Assets 2017: $182,917Liabilities 2017: $0Net Assets 2017: $182,9172017Assets 2018: $192,902Liabilities 2018: $0Net Assets 2018: $192,9022018Assets 2019: $184,849Liabilities 2019: $0Net Assets 2019: $184,8492019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$149,257
Liabilities$0
Net Assets$149,257

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $136,296Expenses 2011: $159,097Net Income 2011: -$22,8012011Revenue 2012: $45,103Expenses 2012: $42,465Net Income 2012: $2,6382012Revenue 2013: $60,618Expenses 2013: $37,935Net Income 2013: $22,6832013Revenue 2014: $44,954Expenses 2014: $59,896Net Income 2014: -$14,9422014Revenue 2015: $40,976Expenses 2015: $35,574Net Income 2015: $5,4022015Revenue 2016: $47,612Expenses 2016: $30,608Net Income 2016: $17,0042016Revenue 2017: $40,183Expenses 2017: $53,648Net Income 2017: -$13,4652017Revenue 2018: $22,534Expenses 2018: $27,466Net Income 2018: -$4,9322018Revenue 2019: $31,287Expenses 2019: $41,239Net Income 2019: -$9,9522019Revenue 2020: $41,437Expenses 2020: $190,525Net Income 2020: -$149,0882020

Highlighted filing

2014

Revenue$44,954
Expenses$59,896
Net Income-$14,942
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Jan 27, 2015
Return Version
2013v4.0
Gross Receipts
$46,249
Mission and Program Overview

Mission

Direct support to public schools

Program Services

DescriptionGrantsExpenses
DIRECT GRANTS TO STOWE PUBLIC SCCHOOL DISTRICT TO MAINTAIN AND ENHANCE PROGRAMS OF THE DISTRICT$55,456-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT ANDERSONDirector-$0--
VICKIE ALEKSONChairPT$0--
MEGHAN REICHELTDirector-$0--
DIANE LEPIKKODirector-$0--
LISA SENECALDirector-$0--
ADELE WALKERDirector-$0--
Filing and Contact Details

Filer

EIN
03-0354743

Signing Officer

Name
Vickie Alekson
Title
President
Signed
2015-01-27
Discuss with paid preparer
No

Preparer

Preparer
Willard Wentz
Phone
8022538011
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountCOMMISSIONS 282

List of grants and similar amounts paid Part I line 10

Activity GRANTS TO STOWE PUBLIC SCHOOLS Grantee STOWE PUBLIC SCHOOLS Street PO BOX 380 City, State, Zip Morrisville, VT 05661Amount 55,456

Description of other expenses Part I line 16

Description AmountBANK FEES 37INSURANCE 1,751OTHER EXPENSES 571OFFICE EXPENSES 278TELEPHONE AND INTERNET 335SECUTITIES TRADING FEES 300

Other changes in net assets or fund balances Part I line 20

Description AmountUNREALIZED SECURITIES GAINS 10,726

Description of other assets Part II line 24

Category Beginning of Year End of YearINVESTMENTS, AT COST 105,205 117,962

Raw XML Appendix174 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/City0Stowe
IRS990EZ/BooksInCareOfDetail/USAddress/State0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode005672
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATT ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICKIE ALEKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGHAN REICHELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANE LEPIKKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA SENECAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ADELE WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt010726
IRS990EZ/OtherExpensesTotalAmt03272
IRS990EZ/OtherRevenueTotalAmt0282
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0643
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt010291
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt044954
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0STOWEEDUCATIONFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032050
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt075565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041435
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02013
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03482
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0219631
IRS990ScheduleA/TotalSupportAmt0232249
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCOMMISSIONS 282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity GRANTS TO STOWE PUBLIC SCHOOLS Grantee STOWE PUBLIC SCHOOLS Street PO BOX 380 City, State, Zip Morrisville, VT 05661Amount 55,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBANK FEES 37INSURANCE 1,751OTHER EXPENSES 571OFFICE EXPENSES 278TELEPHONE AND INTERNET 335SECUTITIES TRADING FEES 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountUNREALIZED SECURITIES GAINS 10,726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearINVESTMENTS, AT COST 105,205 117,962
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of other assets Part II line 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKIE ALEKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10STOWE SCHOOLS FOUNDATION FOR EDUCATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0STOW
ReturnHeader/Filer/EIN0030354743
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 820
ReturnHeader/Filer/USAddress/City0Stowe
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005672
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030339028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10W SKIP WENTZ CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1017
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STOWE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode005672
ReturnHeader/PreparerPersonGrp/PhoneNum08022538011
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLARD WENTZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-01-27T10:45:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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Filings