Civic Intelligence

Winsworth Rotary Scholarship Fd

990 • Fiscal year 2015 • EIN 04-6446132

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 24, 2016

Organization ProfileN/A
620 Liberty Avenue 10th FloorPittsburgh, PA 15222-2705

(412) 762-3792

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-53%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

77th percentile

$4,092

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$305,777

Down $13,261 (-4.2%) from 2014

Net Assets

Down

$305,777

Down $13,261 (-4.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$24,866

Down $8,839 (-26%) from 2014

Expenses

Up

$38,128

Up $8,884 (+30%) from 2014

Net Income

Down

-$13,262

Down $17,723 (-397%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$600K$400K$200K$0Assets 2010: $311,940Liabilities 2010: $0Net Assets 2010: $311,9402010Assets 2011: $294,458Liabilities 2011: $0Net Assets 2011: $294,4582011Assets 2012: $289,778Liabilities 2012: $0Net Assets 2012: $289,7782012Assets 2013: $320,139Liabilities 2013: $0Net Assets 2013: $320,1392013Assets 2014: $319,038Liabilities 2014: $0Net Assets 2014: $319,0382014Assets 2015: $305,777Liabilities 2015: $0Net Assets 2015: $305,7772015Assets 2016: $291,596Liabilities 2016: $0Net Assets 2016: $291,5962016Assets 2017: $299,985Liabilities 2017: $0Net Assets 2017: $299,9852017Assets 2018: $387,612Liabilities 2018: $0Net Assets 2018: $387,6122018Assets 2019: $400,162Liabilities 2019: $0Net Assets 2019: $400,1622019Assets 2020: $363,438Liabilities 2020: $0Net Assets 2020: $363,4382020Assets 2021: $349,739Liabilities 2021: $0Net Assets 2021: $349,7392021Assets 2022: $305,601Liabilities 2022: $0Net Assets 2022: $305,6012022Assets 2023: $271,755Liabilities 2023: $0Net Assets 2023: $271,7552023Assets 2024: $258,608Liabilities 2024: $0Net Assets 2024: $258,6082024

Highlighted filing

2015

Assets$305,777
Liabilities$0
Net Assets$305,777
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $38,5092010Expenses 2011: $34,5712011Expenses 2012: $24,4502012Revenue 2013: $64,307Expenses 2013: $33,946Net Income 2013: $30,3612013Revenue 2014: $33,705Expenses 2014: $29,244Net Income 2014: $4,4612014Revenue 2015: $24,866Expenses 2015: $38,128Net Income 2015: -$13,2622015Revenue 2016: $14,666Expenses 2016: $28,845Net Income 2016: -$14,1792016Revenue 2017: $41,550Expenses 2017: $33,161Net Income 2017: $8,3892017Revenue 2018: $120,558Expenses 2018: $32,931Net Income 2018: $87,6272018Revenue 2019: $41,291Expenses 2019: $28,741Net Income 2019: $12,5502019Revenue 2020: $11,864Expenses 2020: $47,720Net Income 2020: -$35,8562020Revenue 2021: $34,270Expenses 2021: $48,036Net Income 2021: -$13,7662021Revenue 2022: $354Expenses 2022: $45,062Net Income 2022: -$44,7082022Revenue 2023: $6,282Expenses 2023: $39,439Net Income 2023: -$33,1572023Revenue 2024: $18,420Expenses 2024: $32,498Net Income 2024: -$14,0782024

Highlighted filing

2015

Revenue$24,866
Expenses$38,128
Net Income-$13,262
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 24, 2016
Return Version
2015v2.0
Gross Receipts
$40,666
Mission and Program Overview

Mission

Provide funding for scholarships to worthy students from mira costa high school - manhattan, ca to study in some branch of engineering.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$319,038$305,777▼ $13,261
Investments in Publicly Traded Securities$292,311$282,412▼ $9,899
Savings and Temporary Cash Investments$26,727$23,365▼ $3,362
Total Assets$319,038$305,777▼ $13,261
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$319,038$305,777▼ $13,261
Total Liabilities and Net Assets / Fund Balance$319,038$305,777▼ $13,261
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleBaseTotal
-Trustee$4,092$4,092
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$24,866
Other Revenue
$0
Change in Net Assets
$-13,262
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,000
Salaries, Compensation, and Employee Benefits$4,092
Other Expenses$1,036
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,000--$33,000
Current Officers, Directors, Trustees, and Key Employees-$4,092-$4,092
Fees for Services Legal-$1,001-$1,001
All Other Expenses-$35-$35
Total Functional Expenses$33,000$5,128$0$38,128
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mira Costa High SchoolManhattan Beach, CA501(c)(3)Provide Funding for Scholarships to Worthy Students From Mira Costa High School - Manhattan, CA$33,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Winsworth rotary scholarship fd trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Winsworth rotary scholarship fdtrust is a trust fund and has no wrtten policy regarding documentation of meeting and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank as sole trustee of the winsworth rotary scholarship fd trust prepares the tax returns for this trust, thus form 990 is prepared by the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc chartiable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Filing and Contact Details

Filer

Filer Name
Winsworth Trust 0828403
EIN
04-6446132
Phone
4127623792
Address
620 LIBERTY AVENUE 10TH FLOOR, PITTSBURGH, PA 15222-2705

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127623792
Signed
2016-10-24

Organization Details

Principal Officer
Alexis Cobb
Formed
1992
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“Form 990 and related financial statements are made available through request and from guidestar.org.”

Description for Making Documents Public

“Form 990 and related financial statements are made available through request and from guidestar.org. The governing documents and conflict of interest policy are made available to the public upon request.”

Explanation for Form 990, Part XI, Line 9

“Rounding adjustment for sales and transactions of $1.00.”

Raw XML Appendix374 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/OtherWebsiteInd0X
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WINSWORTH ROTARY SCHOLARSHIP FD IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WINSWORTH ROTARY SCHOLARSHIP FD TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WINSWORTH ROTARY SCHOLARSHIP FDTRUST IS A TRUST FUND AND HAS NO WRTTEN POLICY REGARDING DOCUMENTATION OF MEETING AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS SOLE TRUSTEE OF THE WINSWORTH ROTARY SCHOLARSHIP FD TRUST PREPARES THE TAX RETURNS FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARTIABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING ADJUSTMENT FOR SALES AND TRANSACTIONS OF $1.00.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AUTHUR G WINSLOW SCHOLARSHIP FUND AT MIRA COSTA HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941031612
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOLARSHIPS TO WORTHY STUDENTS FROM MIRA COS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0701 S PECK AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MANHATTAN BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0902667157
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt033000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MIRA COSTA HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0319038
IRS990/TotalAssetsEOYAmt0305777
IRS990/TotalAssetsGrp/BOYAmt0319038
IRS990/TotalAssetsGrp/EOYAmt0305777
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05128
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033000
IRS990/TotalFunctionalExpensesGrp/TotalAmt038128
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0319038
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0305777
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt033000
IRS990/TotalReportableCompFromOrgAmt04092
IRS990/TotalRevenueGrp/ExclusionAmt024866
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024866
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0319038
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0305777
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PNC BANK 620 LIBERTY AVENUE
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127623792
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINSWORTH TRUST 0828403
ReturnHeader/Filer/BusinessNameControlTxt0WINS
ReturnHeader/Filer/EIN0046446132
ReturnHeader/Filer/PhoneNum04127623792
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 LIBERTY AVENUE 10TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152222705
ReturnHeader/ReturnTs02016-10-24T11:00:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$305,777
Liabilities
$0
Net assets
$305,777
Revenue
$24,866
Expenses
$38,128
Net income
-$13,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.18$0.32$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.06$0.39$0.33
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.00$0.45$0.45
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.34$0.48$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.12$0.48$0.36
2019Summary only. Only limited summary data is available for this year.$4.00$0.00$4.00$0.41$0.29$0.13
2018Summary only. Only limited summary data is available for this year.$3.88$0.00$3.88$1.21$0.33$0.88
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.42$0.33$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.15$0.29$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.25$0.38$0.13
2014Summary only. Only limited summary data is available for this year.$3.19$0.00$3.19$0.34$0.29$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.64$0.34$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.00$2.90$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$0.39