Civic Intelligence

Delmont and Elfriede Pfeffer Scholarship Fund Inc.

990 • Fiscal year 2016 • EIN 06-1458034

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileN/A
PO Box 1259Middlebury, CT 06762

(203) 264-5561

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

92nd percentile

51%

Higher net margin than 92% 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

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

40th percentile

-0.4%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,572,750

Down $182,642 (-3.8%) from 2015

Net Assets

Down

$4,572,750

Down $177,614 (-3.7%) from 2015

Liabilities

Down

$0

Down $5,028 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin92nd percentile

Revenue

Down

$428,218

Down $1,684 (-0.4%) from 2015

Expenses

Down

$208,182

Down $6,796 (-3.2%) from 2015

Net Income

Up

$220,036

Up $5,112 (+2.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,801,249Liabilities 2012: $0Net Assets 2012: $3,801,2492012Assets 2013: $4,118,307Liabilities 2013: $28Net Assets 2013: $4,118,2792013Assets 2014: $4,684,982Liabilities 2014: $28Net Assets 2014: $4,684,9542014Assets 2015: $4,755,392Liabilities 2015: $5,028Net Assets 2015: $4,750,3642015Assets 2016: $4,572,750Liabilities 2016: $0Net Assets 2016: $4,572,7502016Assets 2017: $4,834,864Liabilities 2017: $0Net Assets 2017: $4,834,8642017Assets 2018: $4,977,965Liabilities 2018: $0Net Assets 2018: $4,977,9652018Assets 2019: $5,015,916Liabilities 2019: $3,000Net Assets 2019: $5,012,9162019Assets 2020: $4,887,472Liabilities 2020: $5,000Net Assets 2020: $4,882,4722020Assets 2021: $5,870,536Liabilities 2021: $0Net Assets 2021: $5,870,5362021Assets 2022: $4,909,357Liabilities 2022: $0Net Assets 2022: $4,909,3572022Assets 2023: $4,992,976Liabilities 2023: $0Net Assets 2023: $4,992,9762023Assets 2024: $5,489,146Liabilities 2024: $0Net Assets 2024: $5,489,1462024Assets 2025: $5,847,051Liabilities 2025: $0Net Assets 2025: $5,847,0512025

Highlighted filing

2016

Assets$4,572,750
Liabilities$0
Net Assets$4,572,750
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $187,192Expenses 2012: $142,728Net Income 2012: $44,4642012Revenue 2013: $269,880Expenses 2013: $170,113Net Income 2013: $99,7672013Revenue 2014: $399,536Expenses 2014: $182,787Net Income 2014: $216,7492014Revenue 2015: $429,902Expenses 2015: $214,978Net Income 2015: $214,9242015Revenue 2016: $428,218Expenses 2016: $208,182Net Income 2016: $220,0362016Revenue 2017: $198,178Expenses 2017: $212,750Net Income 2017: -$14,5722017Revenue 2018: $294,260Expenses 2018: $202,942Net Income 2018: $91,3182018Revenue 2019: $267,261Expenses 2019: $183,379Net Income 2019: $83,8822019Revenue 2020: $181,624Expenses 2020: $162,992Net Income 2020: $18,6322020Revenue 2021: $331,758Expenses 2021: $190,045Net Income 2021: $141,7132021Revenue 2022: $444,957Expenses 2022: $209,243Net Income 2022: $235,7142022Revenue 2023: $185,251Expenses 2023: $211,992Net Income 2023: -$26,7412023Revenue 2024: $240,549Expenses 2024: $218,420Net Income 2024: $22,1292024Revenue 2025: $178,406Expenses 2025: $251,352Net Income 2025: -$72,9462025

Highlighted filing

2016

Revenue$428,218
Expenses$208,182
Net Income$220,036
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$3,767,399
Mission and Program Overview

Mission

TO GRANT SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,755,392$4,572,750▼ $182,642
Rtn Earn Endowment Incm Other Fnds$4,750,364$4,572,750▼ $177,614
Total Assets$4,755,392$4,572,750▼ $182,642
Liabilities
Accounts Payable and Accrued Expenses$5,028--
Total Liabilities$5,028$0▼ $5,028
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,750,364$4,572,750▼ $177,614
Total Liabilities and Net Assets / Fund Balance$4,755,392$4,572,750▼ $182,642
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Leeah JooPresident
Bob CreanDirector
Donna FossDirector
Eileen DoolinDirector
Janet WalkerDirector
Kat Volikas-robinsonDirector
Ken VarottaDirector
Kim DeanDirector
Louis Pontillo JrDirector
Manisha PujariAsst Treasur
Virginia MiddletonSecretary
Dennis JedlinskyTreasurer
George WhiteVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$427,193
Other Revenue
$1,025
Change in Net Assets
$220,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$178,333
Other Expenses$29,849
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$178,333--$178,333
Fees for Services Accounting-$2,350-$2,350
Insurance-$1,367-$1,367
Other Expenses$50$30-$30
Total Functional Expenses$204,435$3,747$0$208,182
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Treasurer director business relationship”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Delmont & Elfriede Pfeffer
EIN
06-1458034
Address
PO BOX 1259, MIDDLEBURY, CT 06762

Signing Officer

Name
Dennis Jedlinsky
Title
Treasurer
Signed
2016-11-14

Organization Details

Principal Officer
Leeah Joo
Formed
1996
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
0
Employees
0

Preparer

Firm
Diversified Financial Solutions Pc
Address
100 MAIN ST N SUITE 204, SOUTHBURY, CT 06488-3842
Preparer
Paul J Fitzpatrick
Phone
2032643131
Raw XML Appendix353 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05028
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO GRANT SCHOLARSHIPS
IRS990/BooksInCareOfDetail/PersonNm0DENNIS JEDLINSKY
IRS990/BooksInCareOfDetail/PhoneNum02032645561
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0507 ROXBURY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTHBURY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006488
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0178333
IRS990/CYInvestmentIncomeAmt0427193
IRS990/CYOtherExpensesAmt029849
IRS990/CYOtherRevenueAmt01025
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0220036
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0208182
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0428218
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE PURPOSE OF THIS ORGANIZATION IS TO PROVIDE AREA HIGH SCHOOL GRADUATES AND ENROLLED COLLEGE SSTUDENTS WITH SCHOLARSHIPS IN THE AMOUNTS OF 1,000 TO 6,000 ANNUALLY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0204435
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02350
IRS990/FeesForServicesAccountingGrp/TotalAmt02350
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0LEEAH JOO
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm2VIRGINIA MIDDLETON
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNIS JEDLINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm4MANISHA PUJARI
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB CREAN
IRS990/Form990PartVIISectionAGrp/PersonNm6KIM DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm7EILEEN DOOLIN
IRS990/Form990PartVIISectionAGrp/PersonNm8DONNA FOSS
IRS990/Form990PartVIISectionAGrp/PersonNm9LOUIS PONTILLO JR
IRS990/Form990PartVIISectionAGrp/PersonNm10KEN VAROTTA
IRS990/Form990PartVIISectionAGrp/PersonNm11KAT VOLIKAS-ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm12JANET WALKER
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASST TREASUR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt054824
IRS990/GainOrLossGrp/SecuritiesAmt0280887
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0178333
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0178333
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0178333
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt054824
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03620068
IRS990/GrossReceiptsAmt03767399
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01367
IRS990/InsuranceGrp/TotalAmt01367
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt091482
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091482
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04755392
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04572750
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03339181
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO GRANT SCHOLARSHIPS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04750364
IRS990/NetAssetsOrFundBalancesEOYAmt04572750
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0335711
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0335711
IRS990/NetUnrlzdGainsLossesInvstAmt0-397650
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0INVESTMENT MGMT FEES
IRS990/OtherExpensesGrp/Desc1SMSF - ANNUAL EXPENSE
IRS990/OtherExpensesGrp/Desc2ANNUAL FILING FEE
IRS990/OtherExpensesGrp/Desc3FOREIGN TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030
IRS990/OtherExpensesGrp/ProgramServicesAmt021421
IRS990/OtherExpensesGrp/ProgramServicesAmt14631
IRS990/OtherExpensesGrp/ProgramServicesAmt250
IRS990/OtherExpensesGrp/TotalAmt021421
IRS990/OtherExpensesGrp/TotalAmt14631
IRS990/OtherExpensesGrp/TotalAmt250
IRS990/OtherExpensesGrp/TotalAmt330
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1CLASS ACTION SETTLEMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0967
IRS990/OtherRevenueMiscGrp/ExclusionAmt158
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0967
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt158
IRS990/OtherRevenueTotalAmt01025
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LEEAH JOO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0179000
IRS990/PYInvestmentIncomeAmt0429263
IRS990/PYOtherExpensesAmt035978
IRS990/PYOtherRevenueAmt0639
IRS990/PYRevenuesLessExpensesAmt0214924
IRS990/PYTotalExpensesAmt0214978
IRS990/PYTotalRevenueAmt0429902
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0220036
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04750364
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04572750
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222471012
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04631
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHBURY MIDDLEBURY SCHOLARSHIP FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04631
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0178333
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt050
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER DIRECTOR BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04755392
IRS990/TotalAssetsEOYAmt04572750
IRS990/TotalAssetsGrp/BOYAmt04755392
IRS990/TotalAssetsGrp/EOYAmt04572750
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03747
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204435
IRS990/TotalFunctionalExpensesGrp/TotalAmt0208182
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05028
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05028
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04750364
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04572750
IRS990/TotalProgramServiceExpensesAmt0204435
IRS990/TotalRevenueGrp/ExclusionAmt01025
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0427193
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0428218
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04755392
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04572750
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt083 WESTWOOD DRIVE
IRS990/USAddress/CityNm0MIDDLEBURY
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006762
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS JEDLINSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELMONT & ELFRIEDE PFEFFER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0DELM
ReturnHeader/Filer/EIN0061458034
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1259
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006762
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061122665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIVERSIFIED FINANCIAL SOLUTIONS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 MAIN ST N SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064883842
ReturnHeader/PreparerPersonGrp/PhoneNum02032643131
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J FITZPATRICK
ReturnHeader/ReturnTs02016-11-15T11:45:41-06:00
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
$4,572,750
Liabilities
$0
Net assets
$4,572,750
Revenue
$428,218
Expenses
$208,182
Net income
$220,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.00$5.85$0.18$0.25$0.07
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.24$0.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.19$0.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.44$0.21$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$0.00$5.87$0.33$0.19$0.14
2020Summary only. Only limited summary data is available for this year.$4.89$0.01$4.88$0.18$0.16$0.02
2019Summary only. Only limited summary data is available for this year.$5.02$0.00$5.01$0.27$0.18$0.08
2018Summary only. Only limited summary data is available for this year.$4.98$0.00$4.98$0.29$0.20$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$0.20$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.43$0.21$0.22
2015Detailed filing. Detailed filing data is available for this year.$4.76$0.01$4.75$0.43$0.21$0.21
2014Summary only. Only limited summary data is available for this year.$4.68$0.00$4.68$0.40$0.18$0.22
2013Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.27$0.17$0.10
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$3.80$0.19$0.14$0.04