Civic Intelligence

Wee Burn Caddy Scholarship Fund

990EZ • Fiscal year 2018 • EIN 06-1021459

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 18, 2019

410 Hollow Tree Ridge RoadDarien, CT 06820-3299

(203) 655-1477

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

5.0%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$205,764

Up $9,871 (+5.0%) from 2017

Net Assets

$205,764

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$85,471

Down $16,240 (-16%) from 2017

Expenses

Up

$75,600

Up $2,572 (+3.5%) from 2017

Net Income

Down

$9,871

Down $18,812 (-66%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $120,698Liabilities 2010: $02010Assets 2011: $120,612Liabilities 2011: $02011Assets 2012: $121,175Liabilities 2012: $02012Assets 2014: $145,532Liabilities 2014: $02014Assets 2015: $153,430Liabilities 2015: $02015Assets 2016: $167,210Liabilities 2016: $02016Assets 2017: $195,893Liabilities 2017: $02017Assets 2018: $205,764Liabilities 2018: $0Net Assets 2018: $205,7642018Assets 2019: $189,839Liabilities 2019: $0Net Assets 2019: $189,8392019Assets 2020: $192,377Liabilities 2020: $0Net Assets 2020: $192,3772020Assets 2021: $194,082Liabilities 2021: $0Net Assets 2021: $194,0822021Assets 2022: $185,932Liabilities 2022: $0Net Assets 2022: $185,9322022Assets 2023: $208,312Liabilities 2023: $0Net Assets 2023: $208,3122023Assets 2024: $180,192Liabilities 2024: $0Net Assets 2024: $180,1922024

Highlighted filing

2018

Assets$205,764
Liabilities$0
Net Assets$205,764

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $91,886Expenses 2010: $66,842Net Income 2010: $25,0442010Revenue 2011: $80,114Expenses 2011: $80,200Net Income 2011: -$862011Revenue 2012: $75,970Expenses 2012: $75,407Net Income 2012: $5632012Revenue 2014: $89,011Expenses 2014: $79,235Net Income 2014: $9,7762014Revenue 2015: $89,248Expenses 2015: $81,350Net Income 2015: $7,8982015Revenue 2016: $93,430Expenses 2016: $79,650Net Income 2016: $13,7802016Revenue 2017: $101,711Expenses 2017: $73,028Net Income 2017: $28,6832017Revenue 2018: $85,471Expenses 2018: $75,600Net Income 2018: $9,8712018Revenue 2019: $65,825Expenses 2019: $81,750Net Income 2019: -$15,9252019Revenue 2020: $82,238Expenses 2020: $79,700Net Income 2020: $2,5382020Revenue 2021: $97,105Expenses 2021: $95,400Net Income 2021: $1,7052021Revenue 2022: $98,450Expenses 2022: $106,600Net Income 2022: -$8,1502022Revenue 2023: $101,325Expenses 2023: $84,195Net Income 2023: $17,1302023Revenue 2024: $68,680Expenses 2024: $96,800Net Income 2024: -$28,1202024

Highlighted filing

2018

Revenue$85,471
Expenses$75,600
Net Income$9,871
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 18, 2019
Return Version
2018v3.1
Gross Receipts
$85,471
Mission and Program Overview

Mission

To raise funds to establish scholarships for worthy individuals.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS$73,700$73,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL P MOOREChairman-$0--
Filing and Contact Details

Filer

Filer Name
Wee Burn Caddy Scholarship Fund
EIN
06-1021459
Phone
2036551477
Address
410 HOLLOW TREE RIDGE ROAD, DARIEN, CT 06820-3299

Signing Officer

Name
Michael P Moore
Title
Chairman
Phone
2036551477
Signed
2019-09-18
Discuss with paid preparer
Yes

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
James J Reilly
Phone
2126617777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 38.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: university of connecticut. Grantee address: 2131 hillside road storrs, ct 06269. Amount given: 21,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: catholic university of america. Grantee address: 620 michigan avenue ne washington, dc 20064. Amount given: 5,400.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: scholarships under $5,000. Grantee address: 410 hollow treee ridge road darien, ct 06820. Amount given: 47,300. Total included on form 990-ez, line 10: 73,700.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: miscellaneous expenses. Amount: 500.

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE FUND
IRS990EZ/BooksInCareOfDetail/PhoneNum02036551477
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0410 HOLLOW TREE RIDGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DARIEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0068203299
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0195893
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0205764
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt085433
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09871
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0195893
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0205764
IRS990EZ/GrantsAndSimilarAmountsPaidAmt073700
IRS990EZ/GrossReceiptsAmt085471
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt038
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0195893
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0205764
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0195893
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0205764
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL P MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO ESTABLISH SCHOLARSHIPS FOR WORTHY INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt073700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073700
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt075600
IRS990EZ/TotalProgramServiceExpensesAmt073700
IRS990EZ/TotalRevenueAmt085471
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt085433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0101650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt093375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0458658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0213
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99770
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt0457835
IRS990ScheduleA/SubstantialContributorsTotAmt0823
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt085433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0101650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt093375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088975
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0458658
IRS990ScheduleA/TotalSupportAmt0458871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 38.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNIVERSITY OF CONNECTICUT. GRANTEE ADDRESS: 2131 HILLSIDE ROAD STORRS, CT 06269. AMOUNT GIVEN: 21,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: CATHOLIC UNIVERSITY OF AMERICA. GRANTEE ADDRESS: 620 MICHIGAN AVENUE NE WASHINGTON, DC 20064. AMOUNT GIVEN: 5,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: SCHOLARSHIPS UNDER $5,000. GRANTEE ADDRESS: 410 HOLLOW TREEE RIDGE ROAD DARIEN, CT 06820. AMOUNT GIVEN: 47,300. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 73,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL P MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02036551477
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEE BURN CADDY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0WEEB
ReturnHeader/Filer/EIN0061021459
ReturnHeader/Filer/PhoneNum02036551477
ReturnHeader/Filer/USAddress/AddressLine1Txt0410 HOLLOW TREE RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0DARIEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068203299
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022603B5F3D0F044F5E1D98A58B2AA5892463CC73
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.74.172.82
ReturnHeader/FilingSecurityInformation/IPDt02019-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:59:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133628255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDON O'MEARA MCGINTY & DONNELLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA 7TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02126617777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J REILLY
ReturnHeader/ReturnTs02019-11-13T18:43:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.69$0.97$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.01$0.84$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.98$1.07$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.97$0.95$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.82$0.80$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.66$0.82$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.85$0.76$0.10
2017Summary only. Only limited summary data is available for this year.$1.96$0.00$1.02$0.73$0.29
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$0.93$0.80$0.14
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$0.89$0.81$0.08
2014Summary only. Only limited summary data is available for this year.$1.46$0.00$0.89$0.79$0.10
2012Summary only. Only limited summary data is available for this year.$1.21$0.00$0.76$0.75$0.01
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$0.80$0.80$0.00
2010Summary only. Only limited summary data is available for this year.$1.21$0.00$0.92$0.67$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits