Civic Intelligence

Whelden Memorial Library Corp

990 • Fiscal year 2014 • EIN 04-2545204

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 19, 2014

Organization ProfileWWW.WHELDENLIBRARY.ORG
P O Box 147W Barnstable, MA 02668

(508) 362-2262

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

2.7%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$557,157

Up $66,042 (+13%) from 2013

Net Assets

Up

$553,007

Up $71,006 (+15%) from 2013

Liabilities

Down

$4,150

Down $4,964 (-54%) from 2013

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin74th percentile

Revenue

Up

$200,181

Up $5,259 (+2.7%) from 2013

Expenses

Up

$168,242

Up $9,404 (+5.9%) from 2013

Net Income

Down

$31,939

Down $4,145 (-11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $420,857Liabilities 2011: $02011Assets 2012: $417,219Net Assets 2012: $417,2192012Assets 2013: $491,115Liabilities 2013: $9,114Net Assets 2013: $482,0012013Assets 2014: $557,157Liabilities 2014: $4,150Net Assets 2014: $553,0072014Assets 2015: $583,523Liabilities 2015: $5,022Net Assets 2015: $578,5012015Assets 2016: $582,122Liabilities 2016: $5,745Net Assets 2016: $576,3772016Assets 2017: $592,874Liabilities 2017: $4,516Net Assets 2017: $588,3582017Assets 2018: $586,396Liabilities 2018: $6,371Net Assets 2018: $580,0252018Assets 2019: $602,147Liabilities 2019: $4,750Net Assets 2019: $597,3972019Assets 2020: $592,226Liabilities 2020: $26,551Net Assets 2020: $565,6752020Assets 2021: $676,578Liabilities 2021: $4,995Net Assets 2021: $671,5832021Assets 2022: $601,453Liabilities 2022: $5,245Net Assets 2022: $596,2082022Assets 2023: $590,332Liabilities 2023: $21,351Net Assets 2023: $568,9812023Assets 2024: $578,769Liabilities 2024: $8,100Net Assets 2024: $570,6692024Assets 2025: $548,798Liabilities 2025: $8,600Net Assets 2025: $540,1982025

Highlighted filing

2014

Assets$557,157
Liabilities$4,150
Net Assets$553,007
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $136,296Expenses 2011: $148,610Net Income 2011: -$12,3142011Revenue 2012: $164,158Expenses 2012: $164,778Net Income 2012: -$6202012Revenue 2013: $194,922Expenses 2013: $158,838Net Income 2013: $36,0842013Revenue 2014: $200,181Expenses 2014: $168,242Net Income 2014: $31,9392014Revenue 2015: $208,038Expenses 2015: $177,872Net Income 2015: $30,1662015Revenue 2016: $185,758Expenses 2016: $175,155Net Income 2016: $10,6032016Revenue 2017: $174,132Expenses 2017: $193,147Net Income 2017: -$19,0152017Revenue 2018: $202,890Expenses 2018: $229,304Net Income 2018: -$26,4142018Revenue 2019: $215,727Expenses 2019: $219,504Net Income 2019: -$3,7772019Revenue 2020: $206,910Expenses 2020: $228,992Net Income 2020: -$22,0822020Revenue 2021: $242,434Expenses 2021: $230,864Net Income 2021: $11,5702021Revenue 2022: $212,526Expenses 2022: $221,890Net Income 2022: -$9,3642022Revenue 2023: $203,981Expenses 2023: $256,899Net Income 2023: -$52,9182023Revenue 2024: $223,252Expenses 2024: $268,278Net Income 2024: -$45,0262024Revenue 2025: $231,117Expenses 2025: $283,005Net Income 2025: -$51,8882025

Highlighted filing

2014

Revenue$200,181
Expenses$168,242
Net Income$31,939
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 19, 2014
Return Version
2013v3.1
Gross Receipts
$230,484
Mission and Program Overview

Mission

Provide normal library services for the village of west barnstable, massachusetts

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$275,930$284,694▲ $8,764
Savings and Temporary Cash Investments$79,145$125,648▲ $46,503
Land, Buildings, and Equipment, Net$111,701$111,291▼ $410
Cash and Non-Interest-Bearing Accounts$24,339$35,524▲ $11,185
Total Assets$491,115$557,157▲ $66,042
Liabilities
Accounts Payable and Accrued Expenses$9,114$4,150▼ $4,964
Total Liabilities$9,114$4,150▼ $4,964
Net Assets / Fund Balance
Unrestricted Net Assets$456,856$515,708▲ $58,852
Temporarily Rstr Net Assets$25,145$37,299▲ $12,154
Total Net Assets Fund Balance$482,001$553,007▲ $71,006
Total Liabilities and Net Assets / Fund Balance$491,115$557,157▲ $66,042
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Elaine GracePresident
Carol BoleyTrustee
Christy StusseTrustee
Chrystal LapineTrustee
Gerard KivneyTrustee
Hilary SandlerTrustee
John JenkinsTrustee
Kate MitchellTrustee
Lynne DowdallTrustee
Pat LawlerTrustee
Patrick PrinciTrustee
William DevineTrustee
Gretchen FarnhamSecretary
Stu SchulmanTreasurer
Caroline EwingVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$149,608
Program Service Revenue
$2,919
Investment Income
$11,801
Other Revenue
$35,853
All Other Contributions
$46,848
Change in Net Assets
$31,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$200,181
Revenue Not Reported on Form 990
$39,067
Total Revenue per Audited Statements
$239,248
Total Revenue per Form 990
$200,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,887
Salaries, Compensation, and Employee Benefits$79,355
Total Fundraising Expense$5,521
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,290--$66,290
All Other Expenses$10,043$4,391$5,521$19,955
Insurance$15,084--$15,084
Other Employee Benefits$7,470--$7,470
Depreciation Depletion$6,212--$6,212
Occupancy$5,999--$5,999
Other Expenses$5,710--$5,710
Payroll Taxes$5,595--$5,595
Total Functional Expenses$158,330$4,391$5,521$168,242

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$168,242
Total Expenses per Audited Statements$168,242
Total Expenses per Form 990$168,242
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,853
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$35,853$35,853-$35,853
Total Events$35,853$35,853-$35,853
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
No
Audit committee
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
04-2545204
Phone
5083622262

Signing Officer

Name
Elaine Grace
Title
President
Phone
5083622262
Signed
2014-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Schumann
Formed
1909
Legal Domicile
Ma
Voting Board Members
15
Independent Board Members
15
Employees
9
Volunteers
20

Preparer

Preparer
James F Bogle
Phone
5083628123
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Fundraising 0 0 5,521 professional services 0 3,000 0 cleaning 2,781 0 0 supplies 2,339 0 0 miscellaneous 2,185 0 0 investment mgm fees 0 1,391 0 payroll service 1,149 0 0 telephone 1,013 0 0 postage/shipping 576 0 0”

Raw XML Appendix396 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/SavingsAndTempCashInvstGrp/BOYAmt079145
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0125648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0149608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0146714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0120395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt097615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0139347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0653679
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt050876
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0653679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0149608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0146714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0120395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt097615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0139347
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0653679
IRS990ScheduleA/TotalSupportAmt0653679
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0168242
IRS990ScheduleD/NetUnrealizedGainsInvstAmt039067
IRS990ScheduleD/RevenueNotReportedAmt039067
IRS990ScheduleD/RevenueSubtotalAmt0200181
IRS990ScheduleD/TotalExpensesPerForm990Amt0168242
IRS990ScheduleD/TotalRevenuePerForm990Amt0200181
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0239248
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0168242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035853
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035853
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING 0 0 5,521 PROFESSIONAL SERVICES 0 3,000 0 CLEANING 2,781 0 0 SUPPLIES 2,339 0 0 MISCELLANEOUS 2,185 0 0 INVESTMENT MGM FEES 0 1,391 0 PAYROLL SERVICE 1,149 0 0 TELEPHONE 1,013 0 0 POSTAGE/SHIPPING 576 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt025145
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt037299
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0491115
IRS990/TotalAssetsEOYAmt0557157
IRS990/TotalAssetsGrp/BOYAmt0491115
IRS990/TotalAssetsGrp/EOYAmt0557157
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0149608
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05521
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04391
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0158330
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168242
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09114
IRS990/TotalLiabilitiesEOYAmt04150
IRS990/TotalLiabilitiesGrp/BOYAmt09114
IRS990/TotalLiabilitiesGrp/EOYAmt04150
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0482001
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0553007
IRS990/TotalProgramServiceExpensesAmt0158330
IRS990/TotalProgramServiceRevenueAmt02919
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014720
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200181
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0491115
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0557157
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0456856
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0515708
IRS990/USAddress/AddressLine10P O BOX 147
IRS990/USAddress/City0WEST BARNSTABLE
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002668
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELAINE GRACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05083622262
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHELDEN MEMORIAL LIBRARY
ReturnHeader/Filer/BusinessNameControlTxt0WHEL
ReturnHeader/Filer/EIN0042545204
ReturnHeader/Filer/PhoneNum05083622262
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 147
ReturnHeader/Filer/USAddress/City0WEST BARNSTABLE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002668
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900001394
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JAMES F BOGLE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10244 WILLOW ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0YARMOUTH PORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0026751757
ReturnHeader/PreparerPersonGrp/PhoneNum05083628123
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES F BOGLE
ReturnHeader/ReturnTs02014-09-23T08:48:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$557,157
Liabilities
$4,150
Net assets
$553,007
Revenue
$200,181
Expenses
$168,242
Net income
$31,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$0.09$5.40$2.31$2.83$0.52
2024Detailed filing. Detailed filing data is available for this year.$5.79$0.08$5.71$2.23$2.68$0.45
2023Detailed filing. Detailed filing data is available for this year.$5.90$0.21$5.69$2.04$2.57$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$0.05$5.96$2.13$2.22$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.77$0.05$6.72$2.42$2.31$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.27$5.66$2.07$2.29$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.05$5.97$2.16$2.20$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.06$5.80$2.03$2.29$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.93$0.05$5.88$1.74$1.93$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.06$5.76$1.86$1.75$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.84$0.05$5.79$2.08$1.78$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.57$0.04$5.53$2.00$1.68$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.09$4.82$1.95$1.59$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$4.17$1.64$1.65$0.01
2011Summary only. Only limited summary data is available for this year.$4.21$0.00$1.36$1.49$0.12