Civic Intelligence

Naaa Warren Young Sr Scholastic Foundation Inc.

990 • Fiscal year 2017 • EIN 05-0604611

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 19, 2018

Organization ProfileWWW.NAAAWYSF.COM
5320 Spectrum Drive No DFrederick, MD 21703

(301) 696-0400

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

64th percentile

8.2%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

27%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,321,226

Up $175,665 (+8.2%) from 2016

Net Assets

Up

$2,321,226

Up $175,665 (+8.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin84th percentile

Revenue

Up

$124,827

Up $26,887 (+27%) from 2016

Expenses

Down

$88,865

Down $2,081 (-2.3%) from 2016

Net Income

Up

$35,962

Up $28,968 (+414%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,191,511Liabilities 2010: $6,004Net Assets 2010: $1,185,5072010Assets 2011: $1,220,183Liabilities 2011: $0Net Assets 2011: $1,220,1832011Assets 2012: $1,354,421Liabilities 2012: $0Net Assets 2012: $1,354,4212012Assets 2013: $1,523,917Liabilities 2013: $0Net Assets 2013: $1,523,9172013Assets 2014: $2,168,143Liabilities 2014: $0Net Assets 2014: $2,168,1432014Assets 2015: $2,109,997Liabilities 2015: $0Net Assets 2015: $2,109,9972015Assets 2016: $2,145,561Liabilities 2016: $0Net Assets 2016: $2,145,5612016Assets 2017: $2,321,226Liabilities 2017: $0Net Assets 2017: $2,321,2262017Assets 2018: $2,241,404Liabilities 2018: $0Net Assets 2018: $2,241,4042018Assets 2019: $2,562,865Liabilities 2019: $0Net Assets 2019: $2,562,8652019Assets 2020: $2,852,823Liabilities 2020: $0Net Assets 2020: $2,852,8232020Assets 2021: $2,949,662Liabilities 2021: $0Net Assets 2021: $2,949,6622021Assets 2022: $2,517,595Liabilities 2022: $75,000Net Assets 2022: $2,442,5952022Assets 2023: $2,681,255Liabilities 2023: $13Net Assets 2023: $2,681,2422023Assets 2024: $2,879,375Liabilities 2024: $1,003Net Assets 2024: $2,878,3722024

Highlighted filing

2017

Assets$2,321,226
Liabilities$0
Net Assets$2,321,226
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.0M$500K$0Expenses 2010: $62,0732010Expenses 2011: $63,8872011Expenses 2012: $66,8282012Revenue 2013: $174,319Expenses 2013: $73,525Net Income 2013: $100,7942013Revenue 2014: $851,177Expenses 2014: $74,072Net Income 2014: $777,1052014Revenue 2015: $158,236Expenses 2015: $90,239Net Income 2015: $67,9972015Revenue 2016: $97,940Expenses 2016: $90,946Net Income 2016: $6,9942016Revenue 2017: $124,827Expenses 2017: $88,865Net Income 2017: $35,9622017Revenue 2018: $224,975Expenses 2018: $89,175Net Income 2018: $135,8002018Revenue 2019: $167,646Expenses 2019: $88,836Net Income 2019: $78,8102019Revenue 2020: $163,867Expenses 2020: $89,463Net Income 2020: $74,4042020Revenue 2021: $259,069Expenses 2021: $99,532Net Income 2021: $159,5372021Revenue 2022: $183,921Expenses 2022: $123,229Net Income 2022: $60,6922022Revenue 2023: $425,071Expenses 2023: $309,374Net Income 2023: $115,6972023Revenue 2024: $447,231Expenses 2024: $238,754Net Income 2024: $208,4772024

Highlighted filing

2017

Revenue$124,827
Expenses$88,865
Net Income$35,962
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 19, 2018
Return Version
2017v2.2
Gross Receipts
$328,030
Mission and Program Overview

Mission

To award scholarship assistance for post high school education to full-time employees of national auto auction association member auctions and corporate offices, their children and grandchildren. To award disaster relief funds to qualified victims of a declared national disaster.

To award scholarship assistance for post high school education to full-time employees of national auto auction association member auctions and corporate offices, their children and grandchildren.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,080,423$2,302,961▲ $222,538
Cash and Non-Interest-Bearing Accounts$64,148$8,423▼ $55,725
Prepaid Expenses and Deferred Charges$990$991▲ $1
Pledges and Grants Receivable-$0-
Total Assets$2,145,561$2,321,226▲ $175,665
Other Assets Total$0$8,851▲ $8,851
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,095,561$2,296,226▲ $200,665
Temporarily Rstr Net Assets$50,000$25,000▼ $25,000
Total Net Assets Fund Balance$2,145,561$2,321,226▲ $175,665
Total Liabilities and Net Assets / Fund Balance$2,145,561$2,321,226▲ $175,665
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jerry HintonPresident
Frank HackettVice President
Charlotte PyleTrustee
Ellie JohnsonTrustee
Jack NesheTrustee
Jay CadiganTrustee
Mike BrowningTrustee
Paul LipsTrustee
Steven McconnaugheySecretary, Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,290
Program Service Revenue
$0
Investment Income
$110,537
Other Revenue
$0
All Other Contributions
$14,290
Change in Net Assets
$35,962

Audited Revenue Reconciliation

Revenue per Audited Statements
$105,976
Revenue Not Reported on Financial Statements
$18,851
Revenue Not Reported on Form 990
$161,545
Total Revenue per Audited Statements
$267,521
Total Revenue per Form 990
$124,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,000
Other Expenses$36,865
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$52,000--$52,000
Fees for Service Investment Mgmnt Fees-$18,851-$18,851
Fees for Services Accounting-$10,431-$10,431
Office Expenses$3,335$49-$3,384
Fees for Services Other$3,150--$3,150
Insurance-$991-$991
Conferences and Meetings-$58-$58
Total Functional Expenses$58,485$30,380$0$88,865

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$91,856
Total Expenses per Form 990$88,865
Expenses per Audited Statements$70,014
Expenses Not Reported on Form 990$21,842
Expenses Not Reported on Financial Statements$18,851
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“At each annual meeting, the trustees shall elect trustees to hold office until the next annual meeting and until their successors are elected and qualify.”

Form 990, Part VI, Section B, Line 11B

“The form 990 will be prepared by an outside accounting firm and reviewed by the secretary/treasurer. The draft 990 will be provided to the board of trustees prior to finalization for their review and comments. Once approved, the final form 990 will be supplied to each board trustee and filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The policy is reviewed by the board of directors prior to each meeting of the organization. Members of the board, officers, volunteers, and key employees shall disclose all potential and actual conflicts of interest to the board of directors and, as required, remove themselves from all discussion and voting on any related matter.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Naaa Warren Young Sr Scholastic
EIN
05-0604611
Phone
3016960400
Address
5320 SPECTRUM DRIVE NO D, FREDERICK, MD 21703

Signing Officer

Name
Steven a Mcconnaughey
Title
Secretary and Treasurer
Phone
3016960400
Signed
2018-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Hackett
Formed
2004
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
901 N GLEBE ROAD SUITE 200, ARLINGTON, VA 22203
Preparer
Yung-hee Gallinaro
Phone
5712279500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation's income tax returns are subject to review and examination by federal and state authorities. The foundation is not aware of any activities that would jeopardize its tax-exempt status. The foundation is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes.”

Raw XML Appendix372 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO AWARD SCHOLARSHIP ASSISTANCE FOR POST HIGH SCHOOL EDUCATION TO FULL-TIME EMPLOYEES OF NATIONAL AUTO AUCTION ASSOCIATION MEMBER AUCTIONS AND CORPORATE OFFICES, THEIR CHILDREN AND GRANDCHILDREN.
IRS990/AllOtherContributionsAmt014290
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEVEN A MCCONNAUGHEY
IRS990/BooksInCareOfDetail/PhoneNum03016960400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05320 SPECTRUM DRIVE SUITE D
IRS990/BooksInCareOfDetail/USAddress/CityNm0FREDERICK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021703
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt064148
IRS990/CashNonInterestBearingGrp/EOYAmt08423
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt058
IRS990/ConferencesMeetingsGrp/TotalAmt058
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014290
IRS990/CYGrantsAndSimilarPaidAmt052000
IRS990/CYInvestmentIncomeAmt0110537
IRS990/CYOtherExpensesAmt036865
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt035962
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt088865
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0124827
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIP AWARDS - AWARDED TWELVE SCHOLARSHIPS TOTALING NET OF $52,000 AS A MEANS TO SUPPORT STUDENTS IN THEIR ACADEMIC ENDEAVORS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt058485
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010431
IRS990/FeesForServicesAccountingGrp/TotalAmt010431
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03150
IRS990/FeesForServicesOtherGrp/TotalAmt03150
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt018851
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018851
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY HINTON
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLOTTE PYLE
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL LIPS
IRS990/Form990PartVIISectionAGrp/PersonNm3JACK NESHE
IRS990/Form990PartVIISectionAGrp/PersonNm4ELLIE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE BROWNING
IRS990/Form990PartVIISectionAGrp/PersonNm6JAY CADIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVEN MCCONNAUGHEY
IRS990/Form990PartVIISectionAGrp/PersonNm8FRANK HACKETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1468
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt052000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt052000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt052000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0201735
IRS990/GrossReceiptsAmt0328030
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt0112005
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt0112005
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0991
IRS990/InsuranceGrp/TotalAmt0991
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02080423
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02302961
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0203203
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO AWARD SCHOLARSHIP ASSISTANCE FOR POST HIGH SCHOOL EDUCATION TO FULL-TIME EMPLOYEES OF NATIONAL AUTO AUCTION ASSOCIATION MEMBER AUCTIONS AND CORPORATE OFFICES, THEIR CHILDREN AND GRANDCHILDREN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02145561
IRS990/NetAssetsOrFundBalancesEOYAmt02321226
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1468
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1468
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0139703
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt049
IRS990/OfficeExpensesGrp/ProgramServicesAmt03335
IRS990/OfficeExpensesGrp/TotalAmt03384
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt08851
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0990
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0991
IRS990/PrincipalOfficerNm0FRANK HACKETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt029500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt050000
IRS990/PYInvestmentIncomeAmt068440
IRS990/PYOtherExpensesAmt040946
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt06994
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt090946
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt097940
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt035962
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0673990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0884152
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37890
IRS990ScheduleA/PublicSupportPY170Pct00.36780
IRS990ScheduleA/PublicSupportTotal170Amt0334999
IRS990ScheduleA/SubstantialContributorsTotAmt0549153
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt046103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0673990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120269
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0884152
IRS990ScheduleA/TotalSupportAmt0884152
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt021842
IRS990ScheduleD/DonatedServicesUseFcltsAmt021842
IRS990ScheduleD/ExpensesNotReportedAmt021842
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018851
IRS990ScheduleD/ExpensesSubtotalAmt070014
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018851
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018851
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0139703
IRS990ScheduleD/RevenueNotReportedAmt0161545
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018851
IRS990ScheduleD/RevenueSubtotalAmt0105976
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt088865
IRS990ScheduleD/TotalRevenuePerForm990Amt0124827
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0267521
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt091856
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt052000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP MANAGEMENT SERVICES PROCESS SCHOLARSHIP PAYMENTS ON BEHALF OF THE FOUNDATION. PAYMENTS ARE MADE IN EQUAL INSTALLMENTS ON AUGUST 15 AND DECEMBER 30. CHECKS ARE MAILED TO THE SCHOOL OF THE STUDENT. THE RECIPIENTS HAVE NO OBLIGIATION TO THE FOUNDATION. THEY ARE, HOWEVER, REQUIRED TO NOTIFY SCHOLARSHIP MANAGEMENT SERVICES OF ANY CHANGES IN ADDRESS, SCHOOL ENROLLMENT, OR OTHER RELEVANT INFORMATION AND TO SEND A COMPLETE TRANSCRIPT WHEN REQUESTED. SCHOLARSHIP MANAGEMENT WILL REFUND THE FOUNDATION FOR FUNDS NOT DISTRIBUTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AT EACH ANNUAL MEETING, THE TRUSTEES SHALL ELECT TRUSTEES TO HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING AND UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WILL BE PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE SECRETARY/TREASURER. THE DRAFT 990 WILL BE PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FINALIZATION FOR THEIR REVIEW AND COMMENTS. ONCE APPROVED, THE FINAL FORM 990 WILL BE SUPPLIED TO EACH BOARD TRUSTEE AND FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO EACH MEETING OF THE ORGANIZATION. MEMBERS OF THE BOARD, OFFICERS, VOLUNTEERS, AND KEY EMPLOYEES SHALL DISCLOSE ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS AND, AS REQUIRED, REMOVE THEMSELVES FROM ALL DISCUSSION AND VOTING ON ANY RELATED MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt050000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt025000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02145561
IRS990/TotalAssetsEOYAmt02321226
IRS990/TotalAssetsGrp/BOYAmt02145561
IRS990/TotalAssetsGrp/EOYAmt02321226
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt014290
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030380
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058485
IRS990/TotalFunctionalExpensesGrp/TotalAmt088865
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02145561
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02321226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt058485
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0110537
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0124827
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02145561
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02321226
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02095561
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02296226
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05320 SPECTRUM DRIVE NO D
IRS990/USAddress/CityNm0FREDERICK
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021703
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.NAAAWYSF.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN A MCCONNAUGHEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03016960400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAAA WARREN YOUNG SR SCHOLASTIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NAAA
ReturnHeader/Filer/EIN0050604611
ReturnHeader/Filer/PhoneNum03016960400
ReturnHeader/Filer/USAddress/AddressLine1Txt05320 SPECTRUM DRIVE NO D
ReturnHeader/Filer/USAddress/CityNm0FREDERICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021703
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03F26782FE4A8D097B8E6D44DA42E2066FBD559CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01938324BD4D887D076751857843371B82258E98C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-03-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:02:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 N GLEBE ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022203
ReturnHeader/PreparerPersonGrp/PhoneNum05712279500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YUNG-HEE GALLINARO
ReturnHeader/ReturnTs02018-04-02T11:03:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,321,226
Liabilities
$0
Net assets
$2,321,226
Revenue
$124,827
Expenses
$88,865
Net income
$35,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.45$0.24$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.43$0.31$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.08$2.44$0.18$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.26$0.10$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.16$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.17$0.09$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.22$0.09$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.12$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.10$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.16$0.09$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.85$0.07$0.78
2013Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.17$0.07$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.01$1.19$0.06