Civic Intelligence

Winchester Scholarship Foundation

990 • Fiscal year 2014 • EIN 04-6038611

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileWINCHESTERSF.ORG
PO Box 174Winchester, MA 01890

(781) 721-2188

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-56%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$8,661,764

Up $1,327,925 (+18%) from 2013

Net Assets

Up

$8,649,764

Up $1,315,925 (+18%) from 2013

Liabilities

Up

$12,000

Up $12,000 from 2013

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin78th percentile

Revenue

Down

$442,146

Down $555,562 (-56%) from 2013

Expenses

Up

$355,162

Up $46,722 (+15%) from 2013

Net Income

Down

$86,984

Down $602,284 (-87%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $4,393,948Liabilities 2010: $0Net Assets 2010: $4,393,9482010Assets 2011: $5,538,613Liabilities 2011: $0Net Assets 2011: $5,538,6132011Assets 2012: $5,616,206Liabilities 2012: $113,066Net Assets 2012: $5,503,1402012Assets 2013: $7,333,839Liabilities 2013: $0Net Assets 2013: $7,333,8392013Assets 2014: $8,661,764Liabilities 2014: $12,000Net Assets 2014: $8,649,7642014Assets 2015: $8,696,624Liabilities 2015: $12,000Net Assets 2015: $8,684,6242015Assets 2016: $8,249,580Liabilities 2016: $24,000Net Assets 2016: $8,225,5802016Assets 2018: $9,445,724Liabilities 2018: $18,350Net Assets 2018: $9,427,3742018Assets 2019: $9,606,106Liabilities 2019: $6,000Net Assets 2019: $9,600,1062019Assets 2020: $9,736,961Liabilities 2020: $12,000Net Assets 2020: $9,724,9612020Assets 2021: $13,405,036Liabilities 2021: $18,000Net Assets 2021: $13,387,0362021Assets 2022: $12,307,346Liabilities 2022: $12,000Net Assets 2022: $12,295,3462022Assets 2023: $13,429,579Liabilities 2023: $6,000Net Assets 2023: $13,423,5792023Assets 2024: $15,256,904Liabilities 2024: $5,995Net Assets 2024: $15,250,9092024

Highlighted filing

2014

Assets$8,661,764
Liabilities$12,000
Net Assets$8,649,764
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $276,0412010Expenses 2011: $282,1032011Revenue 2012: $522,963Expenses 2012: $275,710Net Income 2012: $247,2532012Revenue 2013: $997,708Expenses 2013: $308,440Net Income 2013: $689,2682013Revenue 2014: $442,146Expenses 2014: $355,162Net Income 2014: $86,9842014Revenue 2015: $346,373Expenses 2015: $375,262Net Income 2015: -$28,8892015Revenue 2016: $493,842Expenses 2016: $346,297Net Income 2016: $147,5452016Revenue 2018: $506,513Expenses 2018: $406,046Net Income 2018: $100,4672018Revenue 2019: $647,022Expenses 2019: $492,241Net Income 2019: $154,7812019Revenue 2020: $428,616Expenses 2020: $475,378Net Income 2020: -$46,7622020Revenue 2021: $554,472Expenses 2021: $471,706Net Income 2021: $82,7662021Revenue 2022: $769,847Expenses 2022: $508,351Net Income 2022: $261,4962022Revenue 2023: $884,830Expenses 2023: $484,048Net Income 2023: $400,7822023Revenue 2024: $1,737,947Expenses 2024: $506,230Net Income 2024: $1,231,7172024

Highlighted filing

2014

Revenue$442,146
Expenses$355,162
Net Income$86,984
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v4.0
Gross Receipts
$577,989
Mission and Program Overview

Mission

Awarding of scholarships.

AWARDING OF SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,651,742$6,651,322▲ $999,580
Savings and Temporary Cash Investments$235,637$442,449▲ $206,812
Total Assets$7,333,839$8,661,764▲ $1,327,925
Other Assets Total$1,446,460$1,567,993▲ $121,533
Liabilities
Accounts Payable and Accrued Expenses-$12,000-
Total Liabilities$0$12,000▲ $12,000
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,753,395$5,917,350▲ $163,955
Temporarily Rstr Net Assets$1,465,804$2,462,269▲ $996,465
Unrestricted Net Assets$114,640$270,145▲ $155,505
Total Net Assets Fund Balance$7,333,839$8,649,764▲ $1,315,925
Total Liabilities and Net Assets / Fund Balance$7,333,839$8,661,764▲ $1,327,925

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,567,993--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$5,753,395$42,422▲ $121,533-$5,917,350
2012$4,896,440$812,519▲ $44,436-$5,753,395
2011$4,697,899$274,247▼ $75,706-$4,896,440
2010$4,391,139$222,349▲ $84,411-$4,697,899
2009$4,006,985$38,961▲ $345,193-$4,391,139
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Nancy KintonPresident
Joan MoriartyVice President
Alan McdonaldTrustee
David DonahueTrustee
James WillingTrustee
Pam BoernerAsst Treasurer
GERALD O'GRADYSecretary
Edward LamsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,531
Program Service Revenue
$0
Investment Income
$322,615
Other Revenue
$0
All Other Contributions
$119,531
Change in Net Assets
$86,984

Audited Revenue Reconciliation

Revenue per Audited Statements
$442,146
Revenue Not Reported on Form 990
$1,228,941
Total Revenue per Audited Statements
$1,671,087
Total Revenue per Form 990
$442,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$339,150
Other Expenses$16,012
Total Fundraising Expense$6,171
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$339,150--$339,150
Fees for Services Accounting$0$12,000$0$12,000
Other Expenses$0$162$0$162
All Other Expenses$0$-3,071$0$-3,071
Total Functional Expenses$339,150$9,841$6,171$355,162

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$355,162
Total Expenses per Audited Statements$355,162
Total Expenses per Form 990$355,162
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

EIN
04-6038611
Phone
7817212188

Signing Officer

Name
Edward Lamson
Title
Treasurer
Phone
7817212188
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Lamson
Formed
1945
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
15

Preparer

Preparer
Jeffrey D Estabrook
Phone
9784908430
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The organization has members”

Pt VI, Line 7A

“The members by majority vote may elect members to”

Pt VI, Line 7A

“THE GOVERNING BODY”

Pt VI, Line 7B

“Decisions of the governing body are made based upon”

Pt VI, Line 7B

“A majority vote of the members”

Pt VI, Line 11B

“The form 990 is reviewed by the governing body at the”

Pt VI, Line 11B

“ANNUAL MEETING”

Form 990, Part IX, Line 24F

“Po box fee/checks 182. 0. 182. 0. Foreign taxes withheld 274. 0. 274. 0. Scholarhips refunded -4085. 0. -4085. 0. Other 558. 0. 558. 0.”

Financial Statement Notes

Pt XI Line 2D

“Unrealized gain on beneficial interests in perp trusts book gain in excess of tax loss basis adjustments”

Pt V Line 4

“To pay scholarships to deserving students of whs”

Raw XML AppendixShowing 400 of 408 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS BY MAJORITY VOTE MAY ELECT MEMBERS TO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISIONS OF THE GOVERNING BODY ARE MADE BASED UPON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS REVIEWED BY THE GOVERNING BODY AT THE
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,661,764
Liabilities
$12,000
Net assets
$8,649,764
Revenue
$442,146
Expenses
$355,162
Net income
$86,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.01$15.3$1.74$0.51$1.23
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.01$13.4$0.88$0.48$0.40
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.01$12.3$0.77$0.51$0.26
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.02$13.4$0.55$0.47$0.08
2020Detailed filing. Detailed filing data is available for this year.$9.74$0.01$9.72$0.43$0.48$0.05
2019Detailed filing. Detailed filing data is available for this year.$9.61$0.01$9.60$0.65$0.49$0.15
2018Detailed filing. Detailed filing data is available for this year.$9.45$0.02$9.43$0.51$0.41$0.10
2016Detailed filing. Detailed filing data is available for this year.$8.25$0.02$8.23$0.49$0.35$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.70$0.01$8.68$0.35$0.38$0.03
2014Detailed filing. Detailed filing data is available for this year.$8.66$0.01$8.65$0.44$0.36$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$0.00$7.33$1.00$0.31$0.69
2012Summary only. Only limited summary data is available for this year.$5.62$0.11$5.50$0.52$0.28$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.00$5.54$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$0.00$4.39$0.28