Civic Intelligence

Cape Cod Scholarships Inc C/O Cape Cod Foundation Inc

990 • Fiscal year 2017 • EIN 04-3584321

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 10, 2018

261 Whites PathSouth Yarmouth, MA 02664

(508) 790-3040

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

67th percentile

9.7%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$12,341,888

Up $1,087,129 (+9.7%) from 2016

Net Assets

Up

$12,341,888

Up $1,087,129 (+9.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$727,704

Up $351,108 (+93%) from 2016

Expenses

Up

$585,075

Up $48,880 (+9.1%) from 2016

Net Income

Up

$142,629

Up $302,228 (+189%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $10,565,037Liabilities 2010: $0Net Assets 2010: $10,565,0372010Assets 2011: $9,918,886Liabilities 2011: $0Net Assets 2011: $9,918,8862011Assets 2012: $10,464,572Liabilities 2012: $0Net Assets 2012: $10,464,5722012Assets 2013: $11,165,551Liabilities 2013: $0Net Assets 2013: $11,165,5512013Assets 2014: $11,407,146Liabilities 2014: $0Net Assets 2014: $11,407,1462014Assets 2015: $10,926,375Liabilities 2015: $0Net Assets 2015: $10,926,3752015Assets 2016: $11,254,759Liabilities 2016: $0Net Assets 2016: $11,254,7592016Assets 2017: $12,341,888Liabilities 2017: $0Net Assets 2017: $12,341,8882017Assets 2018: $11,379,466Liabilities 2018: $0Net Assets 2018: $11,379,4662018Assets 2019: $13,377,563Liabilities 2019: $0Net Assets 2019: $13,377,5632019Assets 2020: $14,493,863Liabilities 2020: $13,750Net Assets 2020: $14,480,1132020Assets 2021: $15,920,320Liabilities 2021: $4,868Net Assets 2021: $15,915,4522021Assets 2022: $12,222,079Liabilities 2022: $24,788Net Assets 2022: $12,197,2912022Assets 2023: $13,453,575Liabilities 2023: $11,900Net Assets 2023: $13,441,6752023Assets 2024: $14,041,224Liabilities 2024: $26,786Net Assets 2024: $14,014,4382024

Highlighted filing

2017

Assets$12,341,888
Liabilities$0
Net Assets$12,341,888

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $525,9262010Expenses 2011: $531,3642011Revenue 2012: $663,359Expenses 2012: $526,498Net Income 2012: $136,8612012Revenue 2013: $913,737Expenses 2013: $523,712Net Income 2013: $390,0252013Revenue 2014: $755,692Expenses 2014: $582,202Net Income 2014: $173,4902014Revenue 2015: $632,523Expenses 2015: $573,247Net Income 2015: $59,2762015Revenue 2016: $376,596Expenses 2016: $536,195Net Income 2016: -$159,5992016Revenue 2017: $727,704Expenses 2017: $585,075Net Income 2017: $142,6292017Revenue 2018: $916,322Expenses 2018: $597,444Net Income 2018: $318,8782018Revenue 2019: $734,373Expenses 2019: $576,654Net Income 2019: $157,7192019Revenue 2020: $910,347Expenses 2020: $595,919Net Income 2020: $314,4282020Revenue 2021: $1,649,426Expenses 2021: $646,326Net Income 2021: $1,003,1002021Revenue 2022: $769,782Expenses 2022: $731,243Net Income 2022: $38,5392022Revenue 2023: $476,131Expenses 2023: $713,429Net Income 2023: -$237,2982023Revenue 2024: $1,642,532Expenses 2024: $668,274Net Income 2024: $974,2582024

Highlighted filing

2017

Revenue$727,704
Expenses$585,075
Net Income$142,629
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 10, 2018
Return Version
2017v2.2
Gross Receipts
$2,902,466
Mission and Program Overview

Mission

To provide scholarship money for continuing education to students from cape cod massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,245,426$12,340,134▲ $1,094,708
Cash and Non-Interest-Bearing Accounts$9,333$1,754▼ $7,579
Total Assets$11,254,759$12,341,888▲ $1,087,129
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$11,254,759$12,341,888▲ $1,087,129
Total Net Assets Fund Balance$11,254,759$12,341,888▲ $1,087,129
Total Liabilities and Net Assets / Fund Balance$11,254,759$12,341,888▲ $1,087,129

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$11,254,759-▲ $1,672,204$148,019$12,341,888
2016$10,926,375$50▲ $864,529$141,145$11,254,759
2015$11,407,146$491▲ $91,985$134,447$10,926,375
2014$11,165,551$200▲ $823,597$141,452$11,407,146
2013$10,464,572-▲ $1,151,409$60,930$11,165,551
Compensation and Service Providers

Board Members and Trustees

NameTitle
David W Foster JrPresident
Nancy S LoweryVice President
Larry ThayerDirector
James VaccaroClerk
Sarah W HelwigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$727,704
Other Revenue
$0
Change in Net Assets
$142,629

Audited Revenue Reconciliation

Revenue per Audited Statements
$580,221
Revenue Not Reported on Financial Statements
$147,483
Revenue Not Reported on Form 990
$14,103,379
Total Revenue per Audited Statements
$14,683,600
Total Revenue per Form 990
$727,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$437,056
Other Expenses$148,019
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$437,056--$437,056
Fees for Service Investment Mgmnt Fees$87,483--$87,483
Fees for Services Management$60,000--$60,000
Other Expenses$300--$300
Office Expenses-$236-$236
Total Functional Expenses$584,839$236$0$585,075

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,392,700
Expenses Not Reported on Form 990$4,955,108
Total Expenses per Form 990$585,075
Expenses per Audited Statements$437,592
Expenses Not Reported on Financial Statements$147,483
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The policy of cape cod scholarships is to have the draft of the form 990 reviewed by the board president and treasurer prior to the review by the board of directors. A copy of the form is then sent to each board member (by us mail or email) for review and comment before filing.

Form 990, Part VI, Section B, Line 12C

Each year a form is distributed, completed, and reviewed disclosing any possible conflicts of interests.

Form 990, Part VI, Section C, Line 18

The organization's form 1023, consolidated financial statements and 990 are made available upon request.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents or conflict of interest policy available to the public.

Filing and Contact Details

Filer

Filer Name
Cape Cod Scholarships Inc
EIN
04-3584321
Phone
5087903040
Address
261 WHITES PATH, SOUTH YARMOUTH, MA 02664

Signing Officer

Name
Sarah W Helwig
Title
Treasurer
Phone
5087903040
Signed
2018-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah W Helwig
Formed
1902
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

To provide scholarship money for continuing education to students from cape cod massachusetts.

PART X, LINE 2:

The organization, incorporated under chapter 180 of the massachusetts general laws as a tax exempt entity, has been granted tax-exempt status under internal revenue code (irc) section 501(c)(3) and is classified as other than a private foundation as defined by section 509(a) of the irc. Therefore, it is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. Asc 740-10, "accounting for uncertainty in income taxes" requires the foundation to evaluate and disclose tax positions that could have an effect on the foundation's financial statements. The foundation reports its activities to the internal revenue service and to the commonwealth of massachusetts on an annual basis. These informational returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of the foundation's income, expenditures and activities relate to its exempt purpose, therefore, management has determined that the foundation is not subject to unrelated business income taxes and will continue to qualify as a tax-exempt not-for-profit entity.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Supported organization's revenue - cape cod foundation, inc.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Supported organization's expenses - cape cod foundation

Raw XML AppendixShowing 400 of 423 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIP MONEY FOR CONTINUING EDUCATION TO STUDENTS FROM CAPE COD MASSACHUSETTS.
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAPE COD FOUNDATION INC
IRS990/BooksInCareOfDetail/PhoneNum05087903040
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0261 WHITES PATH
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTH YARMOUTH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002664
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt09333
IRS990/CashNonInterestBearingGrp/EOYAmt01754
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0437056
IRS990/CYInvestmentIncomeAmt0727704
IRS990/CYOtherExpensesAmt0148019
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0142629
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0585075
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0727704
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANT PROGRAM ENABLES THE DISTRIBUTION OF SCHOLARSHIPS TO STUDENTS FROM CAPE COD MASSACHUSETTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0584839
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt060000
IRS990/FeesForServicesManagementGrp/TotalAmt060000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt087483
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt087483
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID W FOSTER JR
IRS990/Form990PartVIISectionAGrp/PersonNm1SARAH W HELWIG
IRS990/Form990PartVIISectionAGrp/PersonNm2NANCY S LOWERY
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES VACCARO
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY THAYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01902
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0440032
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0437056
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0437056
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0437056
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02614794
IRS990/GrossReceiptsAmt02902466
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0287672
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0287672
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011245426
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012340134
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02174762
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIP MONEY FOR CONTINUING EDUCATION TO STUDENTS FROM CAPE COD MASSACHUSETTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011254759
IRS990/NetAssetsOrFundBalancesEOYAmt012341888
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0440032
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0440032
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0944500
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0236
IRS990/OfficeExpensesGrp/TotalAmt0236
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROJECT SPECIFIC
IRS990/OtherExpensesGrp/ProgramServicesAmt0300
IRS990/OtherExpensesGrp/TotalAmt0300
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SARAH W HELWIG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0395050
IRS990/PYInvestmentIncomeAmt0376546
IRS990/PYOtherExpensesAmt0141145
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-159599
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0536195
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0376596
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0142629
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0510140462
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0497056
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CAPE COD FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0497056
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011254759
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012341888
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0437056
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01672204
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0148019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010926375
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011254759
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0395050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0864529
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0141145
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011407146
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010926375
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0438800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091985
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0134447
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt011165551
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011407146
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0440750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0823597
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0141452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010464572
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt011165551
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0389500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01151409
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt060930
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt04955108
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0147483
IRS990ScheduleD/ExpensesSubtotalAmt0437592
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0147483
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0147483
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03716618
IRS990ScheduleD/OtherExpensesIncludedAmt04955108
IRS990ScheduleD/OtherRevenueAmt010386761
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt014103379
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0147483
IRS990ScheduleD/RevenueSubtotalAmt0580221
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SCHOLARSHIP MONEY FOR CONTINUING EDUCATION TO STUDENTS FROM CAPE COD MASSACHUSETTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRC. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" REQUIRES THE FOUNDATION TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE FOUNDATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SUPPORTED ORGANIZATION'S REVENUE - CAPE COD FOUNDATION, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SUPPORTED ORGANIZATION'S EXPENSES - CAPE COD FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0585075
IRS990ScheduleD/TotalRevenuePerForm990Amt0727704
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014683600
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05392700
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0437056
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR TUITION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0286
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP CHECKS ARE ISSUED DIRECTLY TO THE SCHOOLS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE POLICY OF CAPE COD SCHOLARSHIPS IS TO HAVE THE DRAFT OF THE FORM 990 REVIEWED BY THE BOARD PRESIDENT AND TREASURER PRIOR TO THE REVIEW BY THE BOARD OF DIRECTORS. A COPY OF THE FORM IS THEN SENT TO EACH BOARD MEMBER (BY US MAIL OR EMAIL) FOR REVIEW AND COMMENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR A FORM IS DISTRIBUTED, COMPLETED, AND REVIEWED DISCLOSING ANY POSSIBLE CONFLICTS OF INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FORM 1023, CONSOLIDATED FINANCIAL STATEMENTS AND 990 ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CAPE COD FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CAPE COD FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510140462
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0IMPROVE THE QUALITY OF LIFE IN THE TOWNS THAT MAKE UP CAPE COD MASSACHUSETTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0261 WHITES PATH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOUTH YARMOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002664
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt060000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PERCENTAGE OF FUND BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CAPE COD FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt011254759
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt012341888
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011254759
IRS990/TotalAssetsEOYAmt012341888
IRS990/TotalAssetsGrp/BOYAmt011254759
IRS990/TotalAssetsGrp/EOYAmt012341888
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0236
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0584839
IRS990/TotalFunctionalExpensesGrp/TotalAmt0585075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011254759
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012341888
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0584839
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0727704
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0727704
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011254759
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012341888
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0261 WHITES PATH
IRS990/USAddress/CityNm0SOUTH YARMOUTH
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002664
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.CAPECODASSOC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH W HELWIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05087903040
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPE COD SCHOLARSHIPS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CAPE COD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CAPE
ReturnHeader/Filer/EIN0043584321
ReturnHeader/Filer/PhoneNum05087903040
ReturnHeader/Filer/USAddress/AddressLine1Txt0261 WHITES PATH
ReturnHeader/Filer/USAddress/CityNm0SOUTH YARMOUTH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.0$0.03$14.0$1.64$0.67$0.97
2023Detailed filing. Detailed filing data is available for this year.$13.5$0.01$13.4$0.48$0.71$0.24
2022Detailed filing. Detailed filing data is available for this year.$12.2$0.02$12.2$0.77$0.73$0.04
2021Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.65$0.65$1.00
2020Detailed filing. Detailed filing data is available for this year.$14.5$0.01$14.5$0.91$0.60$0.31
2019Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.73$0.58$0.16
2018Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.92$0.60$0.32
2017Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.73$0.59$0.14
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.38$0.54$0.16
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.63$0.57$0.06
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.76$0.58$0.17
2013Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.91$0.52$0.39
2012Summary only. Only limited summary data is available for this year.$10.5$0.00$10.5$0.66$0.53$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.92$0.00$9.92$0.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.00$10.6$0.53
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $10M-$25M nonprofits