Civic Intelligence

Wfte Endowment Trust

990 • Fiscal year 2011 • EIN 04-6899644

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 16, 2011

Organization ProfileN/A
30 Brookview Rd01921
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2011 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$959,966

No earlier filing loaded for comparison.

Net Assets

$959,966

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$12,250

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2011

Assets$959,966
Liabilities$0
Net Assets$959,966
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue-
Expenses$12,250
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 16, 2011
Return Version
2010v3.2
Gross Receipts
$927,903
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.

Filing and Contact Details

Filer

EIN
04-6899644
Raw XML Appendix322 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
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IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TO PROVIDE SUPPORT TO THE WINDRUSH FARM THERAPEUTIC EQUITATION, INC., AN EXEMPT ORGANIZATION, BASED UPON THE DISCRETION OF THE BOARD.
IRS990/AddressPrincipalOfficerUS/AddressLine101 POST OFFICE SQUARE
IRS990/AddressPrincipalOfficerUS/City0BOSTON
IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode002109
IRS990/AllOtherContributions0500
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IRS990/DeductibleNonCashContributions0false
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IRS990/DescribedIn501C30true
IRS990/Description0ENDOWMENT TRUST FOR WINDRUSH FARM THERAPEUTIC EQUITATION, INC. AN EXEMPT ORGANIZATION THAT PROVIDES THERAPEUTIC EQUITATION SERVICES FOR HANDICAPPED INDIVIDUALS.
IRS990/DisregardedEntity0false
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IRS990/Form990PartVIISectionA/NamePerson2ROBERT GORE
IRS990/Form990PartVIISectionA/NamePerson3BROCK REEVE
IRS990/Form990PartVIISectionA/NamePerson4LUCINDA SULLIVAN
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/Title0CHAIRMAN
IRS990/Form990PartVIISectionA/Title1TREASURER
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0true
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IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Securities062666
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0909516
IRS990/GrossReceipts0927903
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/Fundraising00
IRS990/Insurance/ManagementAndGeneral01200
IRS990/Insurance/ProgramServices00
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IRS990/InvestmentIncome/ExclusionAmount017887
IRS990/InvestmentIncomePriorYear022099
IRS990/InvestmentIncome/TotalRevenueColumn017887
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0748989
IRS990/InvestmentsPubTradedSecurities/EOY0844550
IRS990/LessCostOthBasisSalesExpenses/Securities0846850
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
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IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TO PROVIDE SUPPORT TO THE
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0CORNELIUS MURRAY
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
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IRS990/NetGainOrLossInvestments/ExclusionAmount062666
IRS990/NetGainOrLossInvestments/TotalRevenueColumn062666
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear012221
IRS990/OtherExpensesCurrentYear012250
IRS990/OtherNotesLoansReceivableNet/BOY047020
IRS990/OtherNotesLoansReceivableNet/EOY097020
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges040647
IRS990/ReconcilationRevenueExpenses068803
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY068803
IRS990/RevenuesLessExpensesPriorYear010378
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY054507
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IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleA/SumOfAmounts01
IRS990ScheduleA/SupportedOrgInformation/Amount01
IRS990ScheduleA/SupportedOrgInformation/EIN0042476717
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10WFTE INC
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(c)(3)
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired0false
IRS990ScheduleD/ExcessOrDeficitForYear068803
IRS990ScheduleD/ExcessOrDeficitPerFS068803
IRS990ScheduleD/ExpensesSubtotal012250
IRS990ScheduleD/NetUnrealizedGainsInvestments040647
IRS990ScheduleD/OtherLiabilities/Description0NONE
IRS990ScheduleD/RevenueNotRptdF990040647
IRS990ScheduleD/RevenueSubtotal081053
IRS990ScheduleD/TotalExpenses012250
IRS990ScheduleD/TotalExpensesPerForm990012250
IRS990ScheduleD/TotalRevenue081053
IRS990ScheduleD/TotalRevenuePerForm990081053
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt012250
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0121700
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0CHAIRMAN REVIEWS AND SIGNS FORM
IRS990ScheduleO/GeneralExplanation/Explanation1INVESTMENT MANAGEMENT FEES INSURANCE MISCELLANEOUS
IRS990ScheduleO/GeneralExplanation/Explanation2MARKETABLE SECURITIES 748989. DUE FROM AFFILIATE 47020.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI-B, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990EZ, Part II, Line 24
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IRS990ScheduleR/ExchangeOfAssets0false
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode001921
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IRS990ScheduleR/Form990ScheduleRPartII/EIN0042476717
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IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10WINDRUSH FARM THERAPEUTIC EQUITATION INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0HANDICAPPED EQUESTRIAN RIDING
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus09
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0true
IRS990ScheduleR/OtherTransferFromOtherOrg0false
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IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved097020
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10WINDRUSH FARM THERAPEUTIC EQUITATION INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0d
IRS990/School0false
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IRS990/StatesWhereCopyOfReturnIsFiled0MA
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IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10BROOKVIEW ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0BOXFORD
IRS990/TheBooksAreInCareOf/AddressUS/State0MA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode001921
IRS990/TheBooksAreInCareOf/NamePerson0KIM NIEVES
IRS990/TheBooksAreInCareOf/TelephoneNumber09786827855
IRS990/TotalAssets/BOY0850516
IRS990/TotalAssetsBOY0850516
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IRS990/TotalCompGT150K0false
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IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
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IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalRevenue/ExclusionAmount080553
IRS990/TotalRevenuePriorYear022599
IRS990/TotalRevenue/TotalRevenueColumn081053
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY0850516
IRS990/UnrestrictedNetAssets/EOY0959966
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02001
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046899644
ReturnHeader/Filer/Name/BusinessNameLine10WFTE ENDOWMENT TRUST
ReturnHeader/Filer/NameControl0WFTE
ReturnHeader/Filer/Phone09786827855
ReturnHeader/Filer/USAddress/AddressLine1030 BROOKVIEW RD
ReturnHeader/Filer/USAddress/City0BOXFORD
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001921
ReturnHeader/Officer/DateSigned02011-11-16
ReturnHeader/Officer/Name0CORNELIUS MURRAY
ReturnHeader/Officer/Phone09786827855
ReturnHeader/Officer/Title0CHAIRMAN
ReturnHeader/Preparer/DatePrepared02012-03-03
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BERNARD JOHNSON & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1015 MAIN STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TOPSFIELD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001983
ReturnHeader/Preparer/Name0DAVID A BERNARD CPA
ReturnHeader/Preparer/Phone09788872220
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-03T07:35:11-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$959,966
Liabilities
$0
Net assets
$959,966
Revenue
-
Expenses
$12,250
Net income
-
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