Civic Intelligence

The Willowell Foundation Inc

990PF • Fiscal year 2013 • EIN 03-0366363

Jul 01, 2012 to Jun 30, 2013 • Filed on May 15, 2014

PO Box 314Bristol, VT 05443
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.35x

Higher debt load relative to assets than 82% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$784,068

Up $146,097 (+23%) from 2012

Net Assets

Up

$507,421

Up $178,256 (+54%) from 2012

Liabilities

Down

$276,647

Down $399 (-0.1%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$239,658

Down $37,797 (-14%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $637,971Liabilities 2012: $277,046Net Assets 2012: $329,1652012Assets 2013: $784,068Liabilities 2013: $276,647Net Assets 2013: $507,4212013Assets 2014: $647,684Liabilities 2014: $274,561Net Assets 2014: $373,1232014Assets 2015: $606,693Liabilities 2015: $269,829Net Assets 2015: $336,8642015Assets 2016: $554,764Liabilities 2016: $263,636Net Assets 2016: $291,1282016Assets 2017: $524,502Liabilities 2017: $256,835Net Assets 2017: $267,6672017Assets 2018: $530,524Liabilities 2018: $250,105Net Assets 2018: $280,4192018Assets 2019: $502,870Liabilities 2019: $245,669Net Assets 2019: $257,2012019Assets 2020: $507,341Liabilities 2020: $193,697Net Assets 2020: $313,6442020Assets 2021: $1,180,857Liabilities 2021: $19,515Net Assets 2021: $1,161,3422021Assets 2022: $1,180,881Liabilities 2022: $12,171Net Assets 2022: $1,168,7102022Assets 2023: $1,399,752Liabilities 2023: $8,217Net Assets 2023: $1,391,5352023Assets 2024: $1,859,329Liabilities 2024: $408,188Net Assets 2024: $1,451,1412024Assets 2025: $1,844,354Liabilities 2025: $373,828Net Assets 2025: $1,470,5262025

Highlighted filing

2013

Assets$784,068
Liabilities$276,647
Net Assets$507,421

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $277,4552012Expenses 2013: $239,6582013Revenue 2014: $221,731Expenses 2014: $355,679Net Income 2014: -$133,9482014Revenue 2015: $215,318Expenses 2015: $251,577Net Income 2015: -$36,2592015Revenue 2016: $179,436Expenses 2016: $225,172Net Income 2016: -$45,7362016Revenue 2017: $211,790Expenses 2017: $235,251Net Income 2017: -$23,4612017Revenue 2018: $185,222Expenses 2018: $172,470Net Income 2018: $12,7522018Revenue 2019: $216,188Expenses 2019: $239,406Net Income 2019: -$23,2182019Revenue 2020: $310,369Expenses 2020: $253,926Net Income 2020: $56,4432020Revenue 2021: $1,320,511Expenses 2021: $499,105Net Income 2021: $821,4062021Revenue 2022: $451,625Expenses 2022: $444,257Net Income 2022: $7,3682022Revenue 2023: $736,747Expenses 2023: $514,247Net Income 2023: $222,5002023Revenue 2024: $677,158Expenses 2024: $621,759Net Income 2024: $55,3992024Revenue 2025: $723,006Expenses 2025: $706,497Net Income 2025: $16,5092025

Highlighted filing

2013

Revenue-
Expenses$239,658
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 15, 2014
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT SCHLEINDirector-$12,000-$12,000
ELAINE PENTALERIPresident-$0--
LYNNE RAPOPORTTreasurer-$0--
KRISTEN JOHNSONDirector-$0--
BARBARA YERRICKSecretary-$0--
JUDY WIGERDirector-$0--
Filing and Contact Details

Filer

EIN
03-0366363
Raw XML AppendixShowing 400 of 559 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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CompensationExplanation/Compensation/PersonName1ELAINE PENTALERI
CompensationExplanation/Compensation/PersonName2LYNNE RAPOPORT
CompensationExplanation/Compensation/PersonName3KRISTEN JOHNSON
CompensationExplanation/Compensation/PersonName4BARBARA YERRICK
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IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear0195571
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total0598740
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year10188086
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year20164778
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year3050305
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TotalAssets/CurrentYear0797019
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/CurrentYear0797019
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Total02763221
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Year10647930
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Year20705028
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Year30613244
IRS990PF/PrivateOperatingFoundations/TotalAssets/Total02763221
IRS990PF/PrivateOperatingFoundations/TotalAssets/Year10647930
IRS990PF/PrivateOperatingFoundations/TotalAssets/Year20705028
IRS990PF/PrivateOperatingFoundations/TotalAssets/Year30613244
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio03.913822
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear101.716959
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear201.570780
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.604235
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear402.625779
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5013.051355
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets00
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10109546
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20104902
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3083254
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4020691
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear505608
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0195571
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10188086
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20164778
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3050305
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4054330
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5073192
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio019.569108
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0195571
IRS990PF/QualifyingDistributions/ExpensesAndContributions0180327
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal015244
IRS990PF/QualifyingDistributions/QualifyingDistributions0195571
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber01A
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber11B
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber211B
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber311C
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0CAMPS
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1EDUCATIONAL PROGRAMS
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2FUNDRAISING
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement3ENVIRONMENTAL AWARENESS
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MATT SCHLEIN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08024536621
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10564 WILD APPLE ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEW HAVEN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode005472
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0WWW.WILLOWELL.ORG
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10PRE-COLUMBIAN PROJECT. THE ORGANIZATION SPONSORED AN ARTIST TO TURN 1,024 SQUARE FEET OF RECONSTRUCTED SILO INTO A PERMANENT SCULPTURAL MURAL INSTALLATION IN THE WILLOWELL WOODS. 130 VOLUNTEERS PARTICIPATED IN THE EVENT.
IRS990PF/SummaryOfDirectCharitableActy/Description20VT SAIL FREIGHT PROJECT. THIS PROJECT OFFERS VERMONT NON-PERISHABLE PRODUCTS TO BE SOLD FROM A SAILBOAT ALONG THE HUDSON RIVER FROM WHITEHALL, NEW YORK TO AS FAR SOUTH AS THE NEW YORK CITY AREA. PURCHASES ARE MADE VIA ONLINE SALES AND PRODUCTS ARE DELIVERED BY BOAT. SCHEDULED STOPS WERE MET BETWEEN OCTOBER 6 AND OCTOBER 27, 2013. EXPENSES INCURRED DURING THE CURRENT FISCAL YEAR WERE FOR MATERIALS PURCHASED TO CONSTRUCT THE BOAT. AN DDITIONAL PROGRAM-RELATED INVESTMENT FOR THE SAILBOAT IS REPORTED AT 15,244.
IRS990PF/SummaryOfDirectCharitableActy/Description30THE WALDEN PROJECT. TO OPERATE AN ALTERNATIVE WITHIN THE LOCAL PUBLIC SCHOOL THAT PROVIDES ACCESS TO EDUCATION, THE ARTS, AND THE ENVIRONMENT FOR STUDENTS IN GRADES 10 THROUGH 12. BETWEEN 20 AND 30 STUDENTS WERE SERVED DIRECTLY DURING EACH FISCAL YEAR.
IRS990PF/SummaryOfDirectCharitableActy/Description40SUMMER CAMPS. HOST A VARIETY OF WEEK-LONG NATURE-INSPIRED SUMMER PROGRAMS FOR PRESCHOOL CHILDREN THROUGH PRE-TEENS. PROGRAMS FOCUS ON CONNECTING TO THE NATURAL ENVIRONMENT, EMPOWERING STUDENTS AND HAVING FUN WITH THE SURROUNDING LANDSCAPE.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1020813
IRS990PF/SummaryOfDirectCharitableActy/Expenses202345
IRS990PF/SummaryOfDirectCharitableActy/Expenses3016264
IRS990PF/SummaryOfDirectCharitableActy/Expenses4011378
IRS990PF/SumOfProgramRelatedInvestments/Amount1015244
IRS990PF/SumOfProgramRelatedInvestments/Description10SAILBOAT
IRS990PF/SumOfProgramRelatedInvestments/Total015244
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/QualifyingDistributions0195571
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0195571
IRS990PF/UndistributedIncome/TotalCorpus0195571
IRS990ScheduleB/ContributorInfo/AggregateContributions010000
IRS990ScheduleB/ContributorInfo/AggregateContributions111500
IRS990ScheduleB/ContributorInfo/AggregateContributions217000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10499 N BROADWAY APT 8H
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine113133 NORTH HALSTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine12981 HANNAH RD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0WHITE PLAINS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1CHICAGO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2FRIDAY HARBOR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1IL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2WA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode010603

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.37$1.47$0.72$0.71$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.41$1.45$0.68$0.62$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$0.74$0.51$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.45$0.44$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.02$1.16$1.32$0.50$0.82
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.19$0.31$0.31$0.25$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.25$0.26$0.22$0.24$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.25$0.28$0.19$0.17$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.26$0.27$0.21$0.24$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.26$0.29$0.18$0.23$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.27$0.34$0.22$0.25$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.27$0.37$0.22$0.36$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.28$0.51$0.24
2012Detailed filing. Detailed filing data is available for this year.$0.64$0.28$0.33$0.28