Civic Intelligence

Windham Endowment for Community Advancement

990 • Fiscal year 2021 • EIN 04-3805878

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 20, 2022

PO Box 4315 19 Haverhill RoadWindham, NH 03087

(603) 437-0686

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

89th percentile

58%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

68th percentile

24%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

118%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$431,381

Up $82,628 (+24%) from 2020

Net Assets

Up

$429,965

Up $81,584 (+23%) from 2020

Liabilities

Up

$1,416

Up $1,044 (+281%) from 2020

Revenue

Up

$136,937

Up $74,116 (+118%) from 2020

Expenses

Up

$57,878

Up $27,273 (+89%) from 2020

Net Income

Up

$79,059

Up $46,843 (+145%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $130,153Liabilities 2011: $3,000Net Assets 2011: $127,1532011Assets 2012: $125,250Liabilities 2012: $3,583Net Assets 2012: $121,6672012Assets 2014: $213,592Liabilities 2014: $0Net Assets 2014: $213,5922014Assets 2015: $281,783Liabilities 2015: $0Net Assets 2015: $281,7832015Assets 2016: $231,062Liabilities 2016: $0Net Assets 2016: $231,0622016Assets 2017: $246,621Liabilities 2017: $0Net Assets 2017: $246,6212017Assets 2018: $282,788Liabilities 2018: $701Net Assets 2018: $282,0872018Assets 2019: $318,390Liabilities 2019: $2,225Net Assets 2019: $316,1652019Assets 2020: $348,753Liabilities 2020: $372Net Assets 2020: $348,3812020Assets 2021: $431,381Liabilities 2021: $1,416Net Assets 2021: $429,9652021Assets 2022: $453,222Liabilities 2022: $1,384Net Assets 2022: $451,8382022Assets 2023: $492,226Liabilities 2023: $1,035Net Assets 2023: $491,1912023Assets 2024: $513,719Liabilities 2024: $164Net Assets 2024: $513,5552024

Highlighted filing

2021

Assets$431,381
Liabilities$1,416
Net Assets$429,965

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $30,813Expenses 2011: $17,761Net Income 2011: $13,0522011Revenue 2012: $45,652Expenses 2012: $51,138Net Income 2012: -$5,4862012Revenue 2014: $87,564Expenses 2014: $12,902Net Income 2014: $74,6622014Revenue 2015: $101,424Expenses 2015: $26,526Net Income 2015: $74,8982015Revenue 2016: $82,128Expenses 2016: $132,849Net Income 2016: -$50,7212016Revenue 2017: $33,004Expenses 2017: $17,445Net Income 2017: $15,5592017Revenue 2018: $51,603Expenses 2018: $16,137Net Income 2018: $35,4662018Revenue 2019: $83,702Expenses 2019: $48,079Net Income 2019: $35,6232019Revenue 2020: $62,821Expenses 2020: $30,605Net Income 2020: $32,2162020Revenue 2021: $136,937Expenses 2021: $57,878Net Income 2021: $79,0592021Revenue 2022: $77,456Expenses 2022: $45,309Net Income 2022: $32,1472022Revenue 2023: $52,954Expenses 2023: $38,487Net Income 2023: $14,4672023Revenue 2024: $54,633Expenses 2024: $65,940Net Income 2024: -$11,3072024

Highlighted filing

2021

Revenue$136,937
Expenses$57,878
Net Income$79,059
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 20, 2022
Return Version
2021v4.2
Gross Receipts
$221,172
Mission and Program Overview

Mission

The windham endowment for community advancement is a non-profit community foundation created to enhance the quality of life for all windham residents, now and for generations to come. The endowment provides a way for individuals, organizations, and corporations to channel their philanthropic giving for educational, cultural, recreational or environmental initiatives within the town.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$348,381$429,965▲ $81,584
Investments in Publicly Traded Securities$219,264$274,719▲ $55,455
Cash and Non-Interest-Bearing Accounts$129,489$156,662▲ $27,173
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$348,753$431,381▲ $82,628
Liabilities
Accounts Payable and Accrued Expenses$372$1,416▲ $1,044
Total Liabilities$372$1,416▲ $1,044
Net Assets / Fund Balance
Total Net Assets Fund Balance$348,381$429,965▲ $81,584
Total Liabilities and Net Assets / Fund Balance$348,753$431,381▲ $82,628
Compensation and Service Providers

Board Members and Trustees

NameTitle
Diane CarpenterPresident & Director
Robert CooleVice President/director
Anne MarinoBoard Member
Jane HigginsBoard Member
Jason GillBoard Member
Kathleen DifrusciaBoard Member
Peter GriffinBoard Member
Rose-lynn ArmstrongBoard Member
Beverly DonovanBoard Member Emeritus
Donna MollicaExecutive Committe Member
Stephanie SnellExecutive Committe Member
Thomas BarstowExecutive Committe Member
Timothy SkwiotExecutive Committe Member
Maryann MadoreExecutive Committee Member
Rebecca ZachasExecutive Committee Member
Rebecca HowardSecretary
Jennifer KnightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,944
Program Service Revenue
$0
Investment Income
$23,993
Other Revenue
$0
All Other Contributions
$112,944
Change in Net Assets
$79,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,024
Other Expenses$11,301
Professional Fundraising Fees$553
Total Fundraising Expense$553
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,024--$31,024
Grants to Domestic Individuals$15,000--$15,000
Office Expenses-$7,632-$7,632
Fees for Services Accounting-$3,669-$3,669
Fees for Services Professional Fundraising--$553$553
Total Functional Expenses$46,024$11,301$553$57,878
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Town of WindhamWindham, NH170(c)(1)Moeckel Pond, Historical Society & General Endowment$16,021
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$553
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
No
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Final draft is distributed and discussed at a meeting of the board.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Windham Endowment for Community
EIN
04-3805878
Phone
6034370686
Address
PO BOX 4315 19 HAVERHILL ROAD, WINDHAM, NH 03087

Signing Officer

Name
Diane Carpenter
Title
President
Phone
6035480907
Signed
2022-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Carpenter
Formed
2006
Legal Domicile
Nh
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
K2n Advisors & Cpas
Address
183 ROCKINGHAM ROAD 3 WEST, WINDHAM, NH 03087
Preparer
David M Kiley CPA
Phone
6033296408
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IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR WINDHAM HISTORICAL SOCIETY AND SEARLES PROPERTY.
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010000
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PERMANENTLY PROTECT AND RESTORE 40 ACRES OF WETLANDS AND TO RENEW ONE OF NEW HAMPSHIRE'S HIGHEST PRIORITY WILDLIFE CORRIDORS BY RE-ESTABLISHING MOECKEL POND WHILE OPENING FORMERLY PRIVATE LAND FOR PUBLIC RECREATION.
IRS990/ProgSrvcAccomActy3Grp/GrantAmt06716
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS CIVIC SUPPORT, INCLUDING RECREATION, YOUTH PROGRAMS, LIBRARY AND GENERAL ENDOWMENTS FOR THE TOWN OF WINDHAM.
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt014308
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt062429
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt021763
IRS990/PYInvestmentIncomeAmt0392
IRS990/PYOtherExpensesAmt05739
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt032216
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt030605
IRS990/PYTotalProfFndrsngExpnsAmt03103
IRS990/PYTotalRevenueAmt062821
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt079059
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0348381
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0429965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0292308
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023933
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03372
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047024
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016265
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-2980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt017436
IRS990ScheduleA/OtherIncome170Grp/TotalAmt030721
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78990
IRS990ScheduleA/PublicSupportPY170Pct00.84500
IRS990ScheduleA/PublicSupportTotal170Amt0292308
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026808
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032158
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0292308
IRS990ScheduleA/TotalSupportAmt0370053
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/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0$1000 MATTHEW REDARD 55 OVERTON RD. WINDHAM, NH 03087 $1000 ETHAN KIERSGARD 113 LONDONDERRY RD. WINDHAM, NH 03087$1000 ABIGAIL HUSSON 3 COBBLESTONE RD. WINDHAM, NH 03087$1000 AUSTIN WU 41 BEAR HILL RD. WINDHAM, NH 03087$2500 LAUREN BROOKS 15 FLETCHER RD. WINDHAM, NH 03087$2500 ELIZABETH MARTIN 16 SETTLERS RIDGE RD. WINDHAM, NH 03087$2500 DYLAN WARD 41 MEETINGHOUSE RD. WINDHAM, NH 03087 $1000 MORGAN GRAVELL 4 DUBLIN RD. WINDHAM, NH 03087$500 MICHAEL LEVESQUE 19 SHEFFIELD ST. WINDHAM, NH 03087 $1000 ANONYMOUS WINDHAM, NH 03087$500 ABBIE ASHEGH 29 ORIOLE RD. WINDHAM, NH 03087$500 KATHERINE GAGE 12 FORDWAY EXTENSION WINDHAM, NH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/RecipientTable/CashGrantAmt016021
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(C)(1)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MOECKEL POND, HISTORICAL SOCIETY & GENERAL ENDOWMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TOWN OF WINDHAM
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03 NORTH LOWELL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINDHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd003087
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINAL DRAFT IS DISTRIBUTED AND DISCUSSED AT A MEETING OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0348753
IRS990/TotalAssetsEOYAmt0431381
IRS990/TotalAssetsGrp/BOYAmt0348753
IRS990/TotalAssetsGrp/EOYAmt0431381
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0112944
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0553
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011301
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046024
IRS990/TotalFunctionalExpensesGrp/TotalAmt057878
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0372
IRS990/TotalLiabilitiesEOYAmt01416
IRS990/TotalLiabilitiesGrp/BOYAmt0372
IRS990/TotalLiabilitiesGrp/EOYAmt01416
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0348381
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0429965
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcGrantAmt014308
IRS990/TotalProgramServiceExpensesAmt046024
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023993
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0136937
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0348753
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0431381
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt035 EMERSON RD PO BOX 506
IRS990/USAddress/CityNm0WINDHAM
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003087
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.WINDHAMENDOWMENT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$0.00$5.14$0.55$0.66$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.92$0.01$4.91$0.53$0.38$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.01$4.52$0.77$0.45$0.32
2021Detailed filing. Detailed filing data is available for this year.$4.31$0.01$4.30$1.37$0.58$0.79
2020Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.48$0.63$0.31$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.02$3.16$0.84$0.48$0.36
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.83$0.01$2.82$0.52$0.16$0.35
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.33$0.17$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.82$1.33$0.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$1.01$0.27$0.75
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.88$0.13$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.04$1.22$0.46$0.51$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.03$1.27$0.31$0.18$0.13