Civic Intelligence

Wheelock College Alumni Association

990 • Fiscal year 2014 • EIN 04-2105865

Apr 01, 2013 to Mar 31, 2014 • Filed on Nov 10, 2014

Organization ProfileN/A
200 RiverwayBoston, MA 02215

(617) 734-5200

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

33rd percentile

0.05x

Higher debt load relative to revenue than 33% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

8.8%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

259%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,277,894

Up $184,542 (+8.8%) from 2013

Net Assets

Up

$2,270,894

Up $184,446 (+8.8%) from 2013

Liabilities

Up

$7,000

Up $96 (+1.4%) from 2013

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin90th percentile

Revenue

Up

$153,659

Up $110,828 (+259%) from 2013

Expenses

Up

$85,425

Up $15,572 (+22%) from 2013

Net Income

Up

$68,234

Up $95,256 (+353%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,925,128Liabilities 2011: $6,521Net Assets 2011: $1,918,6072011Assets 2012: $1,952,693Liabilities 2012: $6,646Net Assets 2012: $1,946,0472012Assets 2013: $2,093,352Liabilities 2013: $6,904Net Assets 2013: $2,086,4482013Assets 2014: $2,277,894Liabilities 2014: $7,000Net Assets 2014: $2,270,8942014Assets 2015: $2,374,354Liabilities 2015: $7,500Net Assets 2015: $2,366,8542015Assets 2016: $2,356,746Liabilities 2016: $7,500Net Assets 2016: $2,349,2462016Assets 2017: $2,512,744Liabilities 2017: $7,500Net Assets 2017: $2,505,2442017Assets 2018: $2,550,014Liabilities 2018: $7,900Net Assets 2018: $2,542,1142018Assets 2019: $2,705,808Liabilities 2019: $8,053Net Assets 2019: $2,697,7552019Assets 2020: $2,368,584Liabilities 2020: $8,201Net Assets 2020: $2,360,3832020Assets 2021: $2,934,451Liabilities 2021: $5,500Net Assets 2021: $2,928,9512021Assets 2022: $3,046,493Liabilities 2022: $23,325Net Assets 2022: $3,023,1682022Assets 2023: $2,661,999Liabilities 2023: $6,696Net Assets 2023: $2,655,3032023Assets 2024: $2,950,406Liabilities 2024: $9,708Net Assets 2024: $2,940,6982024Assets 2025: $2,802,100Liabilities 2025: $7,878Net Assets 2025: $2,794,2222025

Highlighted filing

2014

Assets$2,277,894
Liabilities$7,000
Net Assets$2,270,894
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $99,329Expenses 2011: $61,996Net Income 2011: $37,3332011Revenue 2012: $88,221Expenses 2012: $62,717Net Income 2012: $25,5042012Revenue 2013: $42,831Expenses 2013: $69,853Net Income 2013: -$27,0222013Revenue 2014: $153,659Expenses 2014: $85,425Net Income 2014: $68,2342014Revenue 2015: $129,851Expenses 2015: $95,244Net Income 2015: $34,6072015Revenue 2016: $248,366Expenses 2016: $95,892Net Income 2016: $152,4742016Revenue 2017: $104,104Expenses 2017: $105,748Net Income 2017: -$1,6442017Revenue 2018: $197,337Expenses 2018: $113,921Net Income 2018: $83,4162018Revenue 2019: $83,029Expenses 2019: $43,136Net Income 2019: $39,8932019Revenue 2020: $101,494Expenses 2020: $170,328Net Income 2020: -$68,8342020Revenue 2021: $104,987Expenses 2021: $141,246Net Income 2021: -$36,2592021Revenue 2022: $223,954Expenses 2022: $179,668Net Income 2022: $44,2862022Revenue 2023: $136,530Expenses 2023: $181,666Net Income 2023: -$45,1362023Revenue 2024: $134,611Expenses 2024: $31,165Net Income 2024: $103,4462024Revenue 2025: $252,246Expenses 2025: $305,734Net Income 2025: -$53,4882025

Highlighted filing

2014

Revenue$153,659
Expenses$85,425
Net Income$68,234
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$456,582
Mission and Program Overview

Mission

The association aims to support wheelock college's education by providing scholarships, career services and development.

The association fosters unity and pride with alumni and provides scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,787,873$2,096,032▲ $308,159
Savings and Temporary Cash Investments$295,839$170,294▼ $125,545
Cash and Non-Interest-Bearing Accounts$6,634$6,702▲ $68
Prepaid Expenses and Deferred Charges$3,006$4,866▲ $1,860
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,093,352$2,277,894▲ $184,542
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$6,904$7,000▲ $96
Total Liabilities$6,904$7,000▲ $96
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,069,838$2,279,273▲ $209,435
Temporarily Rstr Net Assets$46,507$38,303▼ $8,204
Unrestricted Net Assets$-29,897$-46,682▼ $16,785
Total Net Assets Fund Balance$2,086,448$2,270,894▲ $184,446
Total Liabilities and Net Assets / Fund Balance$2,093,352$2,277,894▲ $184,542
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Sara HosmerPresident
Shannon PittmanVice President
Beverly MattatallSecretary
Lauren Labelle MorinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$153,134
Other Revenue
$525
Change in Net Assets
$68,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,000
Other Expenses$20,425
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,000--$63,000
Fees for Service Investment Mgmnt Fees-$16,036-$16,036
Fees for Services Accounting-$3,285-$3,285
Grants to Domestic Individuals$2,000--$2,000
Fees for Services Other-$395-$395
Interest-$370-$370
Other Expenses-$218-$218
Office Expenses-$121-$121
Total Functional Expenses$65,000$20,425$0$85,425
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
04-2105865
Phone
6177345200

Signing Officer

Name
Beverly Mattatall
Title
Treasurer
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
25
Employees
0

Preparer

Preparer
Henry A Tiedemann III CPA
Phone
7812351099
Raw XML Appendix338 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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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06904
IRS990/TotalLiabilitiesEOYAmt07000
IRS990/TotalLiabilitiesGrp/BOYAmt06904
IRS990/TotalLiabilitiesGrp/EOYAmt07000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02086448
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02270894
IRS990/TotalProgramServiceExpensesAmt065000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt060440
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt093219
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153659
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02093352
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02277894
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-29897
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-46682
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt025
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY MATTATALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHEELOCK COLLEGE ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WHEE
ReturnHeader/Filer/EIN0042105865
ReturnHeader/Filer/PhoneNum06177345200
ReturnHeader/Filer/USAddress/AddressLine10200 RIVERWAY
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Tiedemann & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10560 North Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Weston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002493
ReturnHeader/PreparerPersonGrp/PhoneNum07812351099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henry A Tiedemann III CPA
ReturnHeader/ReturnTs02014-11-10T08:41:03-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,277,894
Liabilities
$7,000
Net assets
$2,270,894
Revenue
$153,659
Expenses
$85,425
Net income
$68,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.80$0.01$2.79$0.25$0.31$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.01$2.94$0.13$0.03$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.66$0.14$0.18$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.02$3.02$0.22$0.18$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.01$2.93$0.10$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.01$2.36$0.10$0.17$0.07
2019Summary only. Only limited summary data is available for this year.$2.71$0.01$2.70$0.08$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$0.20$0.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.51$0.10$0.11$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.01$2.35$0.25$0.10$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.01$2.37$0.13$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.01$2.27$0.15$0.09$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.01$2.09$0.04$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.95$0.01$1.95$0.09$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.93$0.01$1.92$0.10$0.06$0.04