Civic Intelligence

The Ellie Fund

990 • Fiscal year 2017 • EIN 04-3280390

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

Organization ProfileWWW.ELLIEFUND.ORG

View Organization Page

200 Reservoir Street Suite 300Needham, MA 02494

(781) 449-0100

Siviq Scores

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

Liabilities / Assets

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$112,729

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

95th percentile

93%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

43%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$916,197

Up $440,285 (+93%) from 2016

Net Assets

Up

$884,788

Up $431,515 (+95%) from 2016

Liabilities

Up

$31,409

Up $8,770 (+39%) from 2016

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin84th percentile

Revenue

Up

$1,423,186

Up $428,765 (+43%) from 2016

Expenses

Up

$991,671

Up $170,503 (+21%) from 2016

Net Income

Up

$431,515

Up $258,262 (+149%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $134,703Liabilities 2010: $13,990Net Assets 2010: $120,7132010Assets 2011: $156,046Liabilities 2011: $50,366Net Assets 2011: $105,6802011Assets 2012: $100,150Liabilities 2012: $39,523Net Assets 2012: $60,6272012Assets 2013: $112,739Liabilities 2013: $3,066Net Assets 2013: $109,6732013Assets 2014: $155,716Liabilities 2014: $33,284Net Assets 2014: $122,4322014Assets 2015: $297,632Liabilities 2015: $17,612Net Assets 2015: $280,0202015Assets 2016: $475,912Liabilities 2016: $22,639Net Assets 2016: $453,2732016Assets 2017: $916,197Liabilities 2017: $31,409Net Assets 2017: $884,7882017Assets 2018: $1,090,930Liabilities 2018: $41,831Net Assets 2018: $1,049,0992018Assets 2019: $1,003,720Liabilities 2019: $45,353Net Assets 2019: $958,3672019Assets 2020: $1,331,836Liabilities 2020: $135,045Net Assets 2020: $1,196,7912020Assets 2021: $1,282,362Liabilities 2021: $63,208Net Assets 2021: $1,219,1542021Assets 2022: $1,084,363Liabilities 2022: $5,051Net Assets 2022: $1,079,3122022Assets 2023: $1,302,409Liabilities 2023: $40,781Net Assets 2023: $1,261,6282023Assets 2024: $2,212,962Liabilities 2024: $46,730Net Assets 2024: $2,166,2322024

Highlighted filing

2017

Assets$916,197
Liabilities$31,409
Net Assets$884,788
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $386,5752010Expenses 2011: $513,4252011Expenses 2012: $546,7662012Revenue 2013: $604,657Expenses 2013: $555,611Net Income 2013: $49,0462013Revenue 2014: $619,772Expenses 2014: $607,013Net Income 2014: $12,7592014Revenue 2015: $783,045Expenses 2015: $625,457Net Income 2015: $157,5882015Revenue 2016: $994,421Expenses 2016: $821,168Net Income 2016: $173,2532016Revenue 2017: $1,423,186Expenses 2017: $991,671Net Income 2017: $431,5152017Revenue 2018: $1,481,966Expenses 2018: $1,317,655Net Income 2018: $164,3112018Revenue 2019: $1,487,748Expenses 2019: $1,578,480Net Income 2019: -$90,7322019Revenue 2020: $1,523,418Expenses 2020: $1,284,994Net Income 2020: $238,4242020Revenue 2021: $1,639,818Expenses 2021: $1,617,455Net Income 2021: $22,3632021Revenue 2022: $1,999,013Expenses 2022: $2,138,858Net Income 2022: -$139,8452022Revenue 2023: $2,500,747Expenses 2023: $2,318,431Net Income 2023: $182,3162023Revenue 2024: $3,951,648Expenses 2024: $3,047,044Net Income 2024: $904,6042024

Highlighted filing

2017

Revenue$1,423,186
Expenses$991,671
Net Income$431,515
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.3
Gross Receipts
$2,043,202
Mission and Program Overview

Mission

To provide essential support services for breast cancer patients to ease the stresses of everyday life, allowing the focus to be on family, recovery and healing.

To provide essential support services for breast cancer patients to ease the stresses of everyday life, allowing the focus to be on family, recovery, and healing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$125,376$451,731▲ $326,355
Cash and Non-Interest-Bearing Accounts$330,293$436,374▲ $106,081
Land, Buildings, and Equipment, Net$13,141$17,401▲ $4,260
Pledges and Grants Receivable-$7,500-
Prepaid Expenses and Deferred Charges$7,102$3,191▼ $3,911
Total Assets$475,912$916,197▲ $440,285
Liabilities
Accounts Payable and Accrued Expenses$22,639$31,409▲ $8,770
Total Liabilities$22,639$31,409▲ $8,770
Net Assets / Fund Balance
Unrestricted Net Assets$445,773$871,388▲ $425,615
Temporarily Rstr Net Assets$7,500$13,400▲ $5,900
Total Net Assets Fund Balance$453,273$884,788▲ $431,515
Total Liabilities and Net Assets / Fund Balance$475,912$916,197▲ $440,285

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,401$6,478$23,879
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gail Fine Until June 2018Executive DiFT$112,729$112,729

Board Members and Trustees

NameTitle
Marcia BoylePresident
Scott CliffordVice Chair
Heather ShanahanDirector
Laura M ProctorDirector
Thomas J JacobDirector
Jeffrey PopkinFounder
Ronald LanoueTreasurer
Scott DorseyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$996,483
Program Service Revenue
$0
Investment Income
$4,207
Other Revenue
$422,496
All Other Contributions
$777,136
Change in Net Assets
$431,515

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,423,186
Total Revenue per Audited Statements
$1,423,186
Total Revenue per Form 990
$1,423,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$534,763
Salaries, Compensation, and Employee Benefits$361,078
Total Fundraising Expense$222,830
Other Expenses$95,830
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$534,763--$534,763
Other Salaries and Wages$54,039$14,293$134,524$202,856
Current Officers, Directors, Trustees, and Key Employees$45,092$22,545$45,092$112,729
Occupancy$11,613$17,904$11,351$40,868
Payroll Taxes$8,116$3,142$14,924$26,182
Fees for Services Accounting-$19,705-$19,705
Other Employee Benefits$11,982-$7,329$19,311
Information Technology$10,230$-5,565$7,275$11,940
Office Expenses$4,829$1,647$2,191$8,667
Advertising-$7,638-$7,638
Insurance-$3,735-$3,735
Depreciation Depletion-$2,688-$2,688
Other Expenses-$445$144$589
Total Functional Expenses$680,664$88,177$222,830$991,671

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$991,671
Total Expenses per Audited Statements$991,671
Total Expenses per Form 990$991,671
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,042,512
Fundraising Direct Expenses$620,016
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Five for Ellie$438,930$385,355$58,536$326,819
Oscar Night$507,692$385,292$90,717$294,575
Total Events$1,261,859$1,042,512$620,016$422,496
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“The organization submits the form 990 and massachusetts form pc to the governing body for review prior to filing the return. Aside from the preparer of the return, the board treasurer, a cpa, reviews the form 990 and ma form pc as drafted.”

Form 990, Page 6, Part VI, Line 12C

“Board members review compliance with conflict of interest policy annually.”

Form 990, Page 6, Part VI, Line 15A

“Gail fine served as executive director and was compensated for her services at market rates, determined by comparable salaries paid to other executive directors of non profit organizations in the geographic area. Her salary is determined independently by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“The organization furnishes documents upon request, as well as being posted on the website of the attorney general of the commonwealth of massachusetts.”

Filing and Contact Details

Filer

Filer Name
Ellie Fund Inc
EIN
04-3280390
Phone
7814490100
Address
200 RESERVOIR STREET SUITE 300, NEEDHAM, MA 02494

Signing Officer

Name
Meredith Bryan as of July 2018
Title
Executive Director
Phone
7814490100
Signed
2018-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meredith Bryan as of July 2018
Formed
1995
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
6
Volunteers
258

Preparer

Firm
Orel & Associates Cpas Inc
Address
34 HAYDEN ROWE ST SUITE 188, HOPKINTON, MA 01748
Preparer
Janis L Orel
Phone
5083302533
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Voluteers are used for meal delivery, office work, and fundraising event staffing.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Supplemental financial information the internal revenue service has determined that the organization is a nonprofit organization that is exempt from income taxes under the provisions of internal revenue code section 501(c)(3). In addition, the internal revenue service has determined that the organization is not a private foundation within the meaning of section 509(a) of the code. Accordingly, no provision for federal or state income taxes has been made in these financial statements.”

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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/PrepaidExpensesDefrdChargesGrp/EOYAmt03191
IRS990/PrincipalOfficerNm0MEREDITH BRYAN AS OF JULY 2018
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0589963
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0431284
IRS990/PYInvestmentIncomeAmt01845
IRS990/PYOtherExpensesAmt085182
IRS990/PYOtherRevenueAmt0402613
IRS990/PYRevenuesLessExpensesAmt0173253
IRS990/PYSalariesCompEmpBnftPaidAmt0304702
IRS990/PYTotalExpensesAmt0821168
IRS990/PYTotalRevenueAmt0994421
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0431515
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0125376
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0451731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0996483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0589963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0783045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0619772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0616400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03605663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01845
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06052
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01042512
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88910
IRS990ScheduleA/PublicSupportPY170Pct00.96360
IRS990ScheduleA/PublicSupportTotal170Amt03211077
IRS990ScheduleA/SubstantialContributorsTotAmt0394586
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0996483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0589963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0783045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0619772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0616400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03605663
IRS990ScheduleA/TotalSupportAmt03611715
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0991671
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017401
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06478
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt023879
IRS990ScheduleD/RevenueSubtotalAmt01423186
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SUPPLEMENTAL FINANCIAL INFORMATION THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). IN ADDITION, THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017401
IRS990ScheduleD/TotalExpensesPerForm990Amt0991671
IRS990ScheduleD/TotalRevenuePerForm990Amt01423186
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01423186
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0991671
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0219347
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0122400
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt053575
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt043372
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0620016
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OSCAR NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FIVE FOR ELLIE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0507692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0438930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0315237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01261859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0385292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0385355
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0271865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01042512
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0422496
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0229664
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0174404
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt029529
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0433597
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt037166
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0186419
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt090717
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt058536
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0534763
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CHILDCARE/CLEANING/GROCER
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0772
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EVERY PROGRAM PARTICIPANT MUST BE REFERRED TO THE ELLIE FUND BY AN ONCOLOGY SOCIAL WORKER OR PATIENT NAVIGATOR AT THE HOSPITAL WHERE TREATMENT IS OCCURING. GRANTEES RECEIVE SMALL ITEMS (GROCERY CARDS, TAXI VOUCHERS...) THAT BY THEIR TERMS ARE RESTRICTED IN USE, THUS FURTHER MONITORING IS NOT REQUIRED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUTEERS ARE USED FOR MEAL DELIVERY, OFFICE WORK, AND FUNDRAISING EVENT STAFFING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION SUBMITS THE FORM 990 AND MASSACHUSETTS FORM PC TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING THE RETURN. ASIDE FROM THE PREPARER OF THE RETURN, THE BOARD TREASURER, A CPA, REVIEWS THE FORM 990 AND MA FORM PC AS DRAFTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS REVIEW COMPLIANCE WITH CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GAIL FINE SERVED AS EXECUTIVE DIRECTOR AND WAS COMPENSATED FOR HER SERVICES AT MARKET RATES, DETERMINED BY COMPARABLE SALARIES PAID TO OTHER EXECUTIVE DIRECTORS OF NON PROFIT ORGANIZATIONS IN THE GEOGRAPHIC AREA. HER SALARY IS DETERMINED INDEPENDENTLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION FURNISHES DOCUMENTS UPON REQUEST, AS WELL AS BEING POSTED ON THE WEBSITE OF THE ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt07500
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt013400
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0475912
IRS990/TotalAssetsEOYAmt0916197
IRS990/TotalAssetsGrp/BOYAmt0475912
IRS990/TotalAssetsGrp/EOYAmt0916197
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0996483
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0222830
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088177
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0680664
IRS990/TotalFunctionalExpensesGrp/TotalAmt0991671
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022639
IRS990/TotalLiabilitiesEOYAmt031409
IRS990/TotalLiabilitiesGrp/BOYAmt022639
IRS990/TotalLiabilitiesGrp/EOYAmt031409
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0453273
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0884788
IRS990/TotalProgramServiceExpensesAmt0680664
IRS990/TotalReportableCompFromOrgAmt0112729
IRS990/TotalRevenueGrp/ExclusionAmt04207
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01423186
IRS990/TotalVolunteersCnt0258
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0475912
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0916197
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0445773
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0871388
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 RESERVOIR STREET
IRS990/USAddress/AddressLine2Txt0SUITE 300
IRS990/USAddress/CityNm0NEEDHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002494
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ELLIEFUND.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH BRYAN AS OF JULY 2018
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07814490100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLIE FUND INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$916,197
Liabilities
$31,409
Net assets
$884,788
Revenue
$1,423,186
Expenses
$991,671
Net income
$431,515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.05$2.17$3.95$3.05$0.90
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.04$1.26$2.50$2.32$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.08$2.00$2.14$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.06$1.22$1.64$1.62$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.14$1.20$1.52$1.28$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.05$0.96$1.49$1.58$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.04$1.05$1.48$1.32$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.03$0.88$1.42$0.99$0.43
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.02$0.45$0.99$0.82$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.28$0.78$0.63$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.12$0.62$0.61$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.60$0.56$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.04$0.06$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.05$0.11$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.01$0.12$0.39