Civic Intelligence

Wfte Endowment Trust

990 • Fiscal year 2014 • EIN 04-6899644

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 20, 2014

Organization ProfileN/A
479 Lacy StreetNorth Andover, MA 01845

(978) 682-7855

Siviq Scores

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

Liabilities / Assets

38th percentile

0.05x

Higher debt load relative to assets than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.86x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

22nd percentile

-8.8%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

62nd percentile

6.0%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

0.2%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,057,036

Up $59,470 (+6.0%) from 2013

Net Assets

Up

$1,007,786

Up $55,337 (+5.8%) from 2013

Liabilities

Up

$49,250

Up $4,133 (+9.2%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin22nd percentile

Revenue

Up

$57,204

Up $95 (+0.2%) from 2013

Expenses

Up

$62,239

Up $1,754 (+2.9%) from 2013

Net Income

Down

-$5,035

Down $1,659 (-49%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $959,966Liabilities 2011: $0Net Assets 2011: $959,9662011Assets 2012: $981,008Liabilities 2012: $26,525Net Assets 2012: $954,4832012Assets 2013: $997,566Liabilities 2013: $45,117Net Assets 2013: $952,4492013Assets 2014: $1,057,036Liabilities 2014: $49,250Net Assets 2014: $1,007,7862014Assets 2015: $1,138,172Liabilities 2015: $0Net Assets 2015: $1,138,1722015Assets 2016: $1,039,656Liabilities 2016: $0Net Assets 2016: $1,039,6562016Assets 2017: $926,090Liabilities 2017: $0Net Assets 2017: $926,0902017Assets 2018: $918,956Liabilities 2018: $0Net Assets 2018: $918,9562018Assets 2019: $943,177Liabilities 2019: $0Net Assets 2019: $943,1772019Assets 2020: $959,017Liabilities 2020: $0Net Assets 2020: $959,0172020Assets 2021: $1,211,757Liabilities 2021: $0Net Assets 2021: $1,211,7572021Assets 2022: $1,046,440Liabilities 2022: $0Net Assets 2022: $1,046,4402022Assets 2023: $1,123,803Liabilities 2023: $0Net Assets 2023: $1,123,8032023Assets 2024: $1,336,878Liabilities 2024: $0Net Assets 2024: $1,336,8782024Assets 2025: $1,405,956Liabilities 2025: $0Net Assets 2025: $1,405,9562025

Highlighted filing

2014

Assets$1,057,036
Liabilities$49,250
Net Assets$1,007,786
Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $12,2502011Expenses 2012: $38,7562012Revenue 2013: $57,109Expenses 2013: $60,485Net Income 2013: -$3,3762013Revenue 2014: $57,204Expenses 2014: $62,239Net Income 2014: -$5,0352014Revenue 2015: $200,734Expenses 2015: $13,536Net Income 2015: $187,1982015Revenue 2016: $54,137Expenses 2016: $100,643Net Income 2016: -$46,5062016Revenue 2017: $9,020Expenses 2017: $167,367Net Income 2017: -$158,3472017Revenue 2018: $18,237Expenses 2018: $109,333Net Income 2018: -$91,0962018Revenue 2019: $22,731Expenses 2019: $60,591Net Income 2019: -$37,8602019Revenue 2020: -$10,321Expenses 2020: $44,917Net Income 2020: -$55,2382020Revenue 2021: $41,204Expenses 2021: $11,875Net Income 2021: $29,3292021Revenue 2022: $104,200Expenses 2022: $13,369Net Income 2022: $90,8312022Revenue 2023: -$1,483Expenses 2023: $12,178Net Income 2023: -$13,6612023Revenue 2024: $35,202Expenses 2024: $13,559Net Income 2024: $21,6432024Revenue 2025: $76,467Expenses 2025: $61,067Net Income 2025: $15,4002025

Highlighted filing

2014

Revenue$57,204
Expenses$62,239
Net Income-$5,035
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 20, 2014
Return Version
2013v3.1
Gross Receipts
$333,735
Mission and Program Overview

Mission

To provide support to the windrush farm therapeutic equitation, inc., an exempt organization, based upon the discretion of the board.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$884,703$944,153▲ $59,450
Other Notes and Loans Receivable, Net$89,020$85,020▼ $4,000
Savings and Temporary Cash Investments$23,843$27,863▲ $4,020
Total Assets$997,566$1,057,036▲ $59,470
Liabilities
Grants Payable$45,117$49,250▲ $4,133
Total Liabilities$45,117$49,250▲ $4,133
Net Assets / Fund Balance
Temporarily Rstr Net Assets$952,449$1,007,786▲ $55,337
Total Net Assets Fund Balance$952,449$1,007,786▲ $55,337
Total Liabilities and Net Assets / Fund Balance$997,566$1,057,036▲ $59,470

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$952,449-▲ $117,576-$1,007,786
2012$954,483-▲ $58,451-$952,449
2011$959,966-▲ $33,273-$954,483
2010$850,516$500▲ $121,200-$959,966
2009$813,134$500▲ $49,103-$850,516
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Cornelius J MurrayChairman
Amy MandragourasTrustee
Brock ReeveTrustee
Lucinda SullivanTrustee
Nathaniel S CoolidgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,204
Other Revenue
$0
Change in Net Assets
$-5,035

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,204
Revenue Not Reported on Form 990
$60,372
Total Revenue per Audited Statements
$117,576
Total Revenue per Form 990
$57,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,250
Other Expenses$12,989
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,250--$49,250
Fees for Service Investment Mgmnt Fees$0$9,298$0$9,298
Fees for Services Accounting$0$3,043$0$3,043
Insurance$0$648$0$648
Total Functional Expenses$49,250$12,989$0$62,239

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$62,239
Total Expenses per Audited Statements$62,239
Total Expenses per Form 990$62,239
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-2476717--Support Operations$49,250
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
04-6899644
Phone
9786827855

Signing Officer

Name
Cornelius Murray
Title
Chairman
Phone
9786827855
Signed
2014-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cornelius Murray
Formed
2001
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Julie a Couto CPA
Phone
9788872220
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Chairman reviews and signs form”

Form 990EZ, Part II, Line 24

“Marketable securities due from affiliate”

Financial Statement Notes

Pt V Line 4

“To provide support to windrush farm therapeutic equitation, inc. At the discretion of the board of trustees.”

Raw XML Appendix373 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/NondeductibleContributionsInd0false
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V Line 4
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10WINDRUSH FARM THERAPEUTIC EQUITATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042476717
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EQUINE ASSISTED ACTIVITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10479 LACY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0NORTH ANDOVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode001845
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt049250
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt185020
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10WINDRUSH FARM THERAPEUTIC EQUITATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11WINDRUSH FARM THERAPEUTIC EQUITATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1d
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0952449
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01007786
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0997566
IRS990/TotalAssetsEOYAmt01057036
IRS990/TotalAssetsGrp/BOYAmt0997566
IRS990/TotalAssetsGrp/EOYAmt01057036
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012989
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049250
IRS990/TotalFunctionalExpensesGrp/TotalAmt062239
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045117
IRS990/TotalLiabilitiesEOYAmt049250
IRS990/TotalLiabilitiesGrp/BOYAmt045117
IRS990/TotalLiabilitiesGrp/EOYAmt049250
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0952449
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01007786
IRS990/TotalProgramServiceExpensesAmt049250
IRS990/TotalRevenueGrp/ExclusionAmt057204
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057204
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0997566
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01057036
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101 POST OFFICE SQUARE
IRS990/USAddress/City0BOSTON
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002109
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORNELIUS MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09786827855
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10WFTE ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WFTE
ReturnHeader/Filer/EIN0046899644
ReturnHeader/Filer/PhoneNum09786827855
ReturnHeader/Filer/USAddress/AddressLine10479 LACY STREET
ReturnHeader/Filer/USAddress/City0NORTH ANDOVER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BERNARD JOHNSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1015 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TOPSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001983
ReturnHeader/PreparerPersonGrp/PhoneNum09788872220
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE A COUTO CPA
ReturnHeader/ReturnTs02014-12-18T06:21:27-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,057,036
Liabilities
$49,250
Net assets
$1,007,786
Revenue
$57,204
Expenses
$62,239
Net income
-$5,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.08$0.06$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.04$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.10$0.01$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.01$0.04$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.02$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.11$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.01$0.17$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.20$0.01$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.05$1.01$0.06$0.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.05$0.95$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.03$0.95$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.01