Civic Intelligence

Wee Burn Caddy Scholarship Fund

990EZ • Fiscal year 2020 • EIN 06-1021459

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 13, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

46th percentile

1.3%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$192,377

Up $2,538 (+1.3%) from 2019

Net Assets

Up

$192,377

Up $2,538 (+1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$82,238

Up $16,413 (+25%) from 2019

Expenses

Down

$79,700

Down $2,050 (-2.5%) from 2019

Net Income

Up

$2,538

Up $18,463 (+116%) from 2019

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

2020

Assets$192,377
Liabilities$0
Net Assets$192,377

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

2020

Revenue$82,238
Expenses$79,700
Net Income$2,538
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 13, 2021
Return Version
2020v4.1
Gross Receipts
$82,238
Mission and Program Overview

Mission

To raise funds to establish scholarships for worthy individuals.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS$78,400$78,400
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
2021-10-13
Discuss with paid preparer
Yes

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA, 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: 13.

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

Activity classification: . Grantee name: scholarships under $5,000. Grantee address: 410 hollow tree ridge road darien, ct 06820. Amount given: 43,400.

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: 16,600.

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

Activity classification: . Grantee name: southern connecticut state. Grantee address: 501 crescent street new haven, ct 06515. Amount given: 6,200.

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

Activity classification: . Grantee name: marist college. Grantee address: 3399 north road poughkeepsie, ny 12601. Amount given: 6,200.

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

Activity classification: . Grantee name: pennsylvania state. Grantee address: university park state college pa, pa 16801. Amount given: 6,000. Total included on form 990-ez, line 10: 78,400.

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/BOYAmt0189839
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0192377
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt082225
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02538
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0189839
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0192377
IRS990EZ/GrantsAndSimilarAmountsPaidAmt078400
IRS990EZ/GrossReceiptsAmt082238
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0189839
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0192377
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0189839
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0192377
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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/GrantsAndAllocationsAmt078400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078400
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/TotalExpensesAmt079700
IRS990EZ/TotalProgramServiceExpensesAmt078400
IRS990EZ/TotalRevenueAmt082238
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt093375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0428508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0167
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98830
IRS990ScheduleA/PublicSupportPY170Pct00.98910
IRS990ScheduleA/PublicSupportTotal170Amt0423656
IRS990ScheduleA/SubstantialContributorsTotAmt04852
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt065825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt085433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt093375
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0428508
IRS990ScheduleA/TotalSupportAmt0428675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: SCHOLARSHIPS UNDER $5,000. GRANTEE ADDRESS: 410 HOLLOW TREE RIDGE ROAD DARIEN, CT 06820. AMOUNT GIVEN: 43,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNIVERSITY OF CONNECTICUT. GRANTEE ADDRESS: 2131 HILLSIDE ROAD STORRS, CT 06269. AMOUNT GIVEN: 16,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: SOUTHERN CONNECTICUT STATE. GRANTEE ADDRESS: 501 CRESCENT STREET NEW HAVEN, CT 06515. AMOUNT GIVEN: 6,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: MARIST COLLEGE. GRANTEE ADDRESS: 3399 NORTH ROAD POUGHKEEPSIE, NY 12601. AMOUNT GIVEN: 6,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: PENNSYLVANIA STATE. GRANTEE ADDRESS: UNIVERSITY PARK STATE COLLEGE PA, PA 16801. AMOUNT GIVEN: 6,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 78,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: 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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL P MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02036551477
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-13
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/PreparerFirmGrp/PreparerFirmEIN0133628255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDON O'MEARA MCGINTY & DONNELLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02126617777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J REILLY
ReturnHeader/ReturnTs02021-10-19T14:38:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOORE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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