Civic Intelligence

Wfte Endowment Trust

990 • Fiscal year 2016 • EIN 04-6899644

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 04, 2016

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

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-86%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

14th percentile

-8.7%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,039,656

Down $98,516 (-8.7%) from 2015

Net Assets

Down

$1,039,656

Down $98,516 (-8.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

Down

$54,137

Down $146,597 (-73%) from 2015

Expenses

Up

$100,643

Up $87,107 (+644%) from 2015

Net Income

Down

-$46,506

Down $233,704 (-125%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2016

Assets$1,039,656
Liabilities$0
Net Assets$1,039,656
Open 2016 Filing

Operations Trend

Revenue Growth2nd 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

2016

Revenue$54,137
Expenses$100,643
Net Income-$46,506
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 4, 2016
Return Version
2015v2.1
Gross Receipts
$1,887,386
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$958,794--
Savings and Temporary Cash Investments$53,358$958,636▲ $905,278
Other Notes and Loans Receivable, Net$81,020$81,020→ $0
Pledges and Grants Receivable$45,000--
Total Assets$1,138,172$1,039,656▼ $98,516
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,138,172$1,039,656▼ $98,516
Total Net Assets Fund Balance$1,138,172$1,039,656▼ $98,516
Total Liabilities and Net Assets / Fund Balance$1,138,172$1,039,656▼ $98,516

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,138,172$1,000▲ $1,127-$1,039,656
2014$1,007,786$145,000▼ $1,078-$1,138,172
2013$952,449-▲ $117,576-$1,007,786
2012$954,483-▲ $58,451-$952,449
2011$959,966-▲ $33,273-$954,483
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Cornelius J MurrayChairman
Brock ReeveTrustee
Janet SchicklingTrustee
Lucinda SullivanTrustee
Nathaniel S CoolidgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$0
Investment Income
$53,137
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-46,506

Audited Revenue Reconciliation

Revenue per Audited Statements
$54,137
Revenue Not Reported on Form 990
$-52,010
Total Revenue per Audited Statements
$2,127
Total Revenue per Form 990
$54,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,000
Other Expenses$13,643
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,000--$87,000
Fees for Service Investment Mgmnt Fees$0$9,725$0$9,725
Fees for Services Accounting$0$3,270$0$3,270
Insurance$0$648$0$648
Total Functional Expenses$87,000$13,643$0$100,643

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$100,643
Total Expenses per Audited Statements$100,643
Total Expenses per Form 990$100,643
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Windrush Farm Therapeutic Equitation IncNorth Andover, MA-Support Operations$87,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Wfte Endowment Trust
EIN
04-6899644
Phone
9786827855
Address
479 LACY STREET, NORTH ANDOVER, MA 01845

Signing Officer

Name
Cornelius Murray
Title
Chairman
Phone
9786827855
Signed
2016-08-04
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

Firm
Bernard Johnson & Company Pc
Address
15 MAIN STREET, TOPSFIELD, MA 01983
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”

Form 990EZ, Part II, Line 24

“DUE FROM AFFILIATE”

Financial Statement Notes

Pt V, Line 4

“To provide support to windrush farm therapeutic equitation, inc.”

Pt V, Line 4

“At the discretion of the board of trustees.”

Raw XML Appendix394 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SUPPORT TO WINDRUSH FARM THERAPEUTIC EQUITATION, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AT THE DISCRETION OF THE BOARD OF TRUSTEES.
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt V, Line 4
IRS990ScheduleD/TotalExpensesPerForm990Amt0100643
IRS990ScheduleD/TotalRevenuePerForm990Amt054137
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02127
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0100643
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt087000
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WINDRUSH FARM THERAPEUTIC EQUITATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0042476717
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0479 LACY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORTH ANDOVER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001845
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUESTS FINANCIAL STATEMENTS FROM THE DONEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHAIRMAN REVIEWS AND SIGNS FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARKETABLE SECURITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM AFFILIATE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WINDRUSH 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/AddressLine1Txt0479 LACY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NORTH ANDOVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd001845
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt087000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt181020
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL GRANT AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1LOAN BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WINDRUSH FARM THERAPEUTIC EQUITATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WINDRUSH 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/BOYAmt01138172
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01039656
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01138172
IRS990/TotalAssetsEOYAmt01039656
IRS990/TotalAssetsGrp/BOYAmt01138172
IRS990/TotalAssetsGrp/EOYAmt01039656
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013643
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100643
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01138172
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01039656
IRS990/TotalProgramServiceExpensesAmt087000
IRS990/TotalRevenueGrp/ExclusionAmt053137
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054137
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01138172
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01039656
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 POST OFFICE SQUARE
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002109
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORNELIUS MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09786827855
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WFTE ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WFTE
ReturnHeader/Filer/EIN0046899644
ReturnHeader/Filer/PhoneNum09786827855
ReturnHeader/Filer/USAddress/AddressLine1Txt0479 LACY STREET
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD JOHNSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOPSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001983
ReturnHeader/PreparerPersonGrp/PhoneNum09788872220
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE A COUTO CPA
ReturnHeader/ReturnTs02016-11-14T12:27:25-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,039,656
Liabilities
$0
Net assets
$1,039,656
Revenue
$54,137
Expenses
$100,643
Net income
-$46,506
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