Civic Intelligence

The Scotty Fund Inc

990 • Fiscal year 2014 • EIN 06-1466061

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 31, 2015

Organization ProfileWWW.SCOTTYFUND.ORG
PO Box 1080Bethel, CT 06801

(203) 798-8767

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

0.0%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$333,200

Up $57,625 (+21%) from 2013

Net Assets

Up

$333,200

Up $57,625 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin88th percentile

Revenue

Up

$151,295

Up $5 (+0.0%) from 2013

Expenses

Down

$93,670

Down $49,021 (-34%) from 2013

Net Income

Up

$57,625

Up $49,026 (+570%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $191,221Liabilities 2011: $02011Assets 2012: $266,976Liabilities 2012: $02012Assets 2013: $275,575Liabilities 2013: $0Net Assets 2013: $275,5752013Assets 2014: $333,200Liabilities 2014: $0Net Assets 2014: $333,2002014Assets 2015: $371,661Liabilities 2015: $0Net Assets 2015: $371,6612015Assets 2016: $431,041Liabilities 2016: $0Net Assets 2016: $431,0412016Assets 2017: $458,474Liabilities 2017: $0Net Assets 2017: $458,4742017Assets 2018: $451,967Liabilities 2018: $0Net Assets 2018: $451,9672018Assets 2019: $524,617Liabilities 2019: $0Net Assets 2019: $524,6172019Assets 2020: $713,183Liabilities 2020: $0Net Assets 2020: $713,1832020Assets 2021: $726,589Liabilities 2021: $0Net Assets 2021: $726,5892021Assets 2022: $971,950Liabilities 2022: $0Net Assets 2022: $971,9502022Assets 2023: $943,339Liabilities 2023: $0Net Assets 2023: $943,3392023Assets 2024: $1,006,306Liabilities 2024: $0Net Assets 2024: $1,006,3062024

Highlighted filing

2014

Assets$333,200
Liabilities$0
Net Assets$333,200
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

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

$400K$200K$0-$200KRevenue 2011: $146,150Expenses 2011: $111,744Net Income 2011: $34,4062011Revenue 2012: $177,466Expenses 2012: $101,711Net Income 2012: $75,7552012Revenue 2013: $151,290Expenses 2013: $142,691Net Income 2013: $8,5992013Revenue 2014: $151,295Expenses 2014: $93,670Net Income 2014: $57,6252014Revenue 2015: $194,689Expenses 2015: $156,228Net Income 2015: $38,4612015Revenue 2016: $173,759Expenses 2016: $114,379Net Income 2016: $59,3802016Revenue 2017: $157,301Expenses 2017: $129,868Net Income 2017: $27,4332017Revenue 2018: $186,799Expenses 2018: $193,306Net Income 2018: -$6,5072018Revenue 2019: $203,582Expenses 2019: $130,932Net Income 2019: $72,6502019Revenue 2020: $339,259Expenses 2020: $150,693Net Income 2020: $188,5662020Revenue 2021: $257,682Expenses 2021: $244,276Net Income 2021: $13,4062021Revenue 2022: $344,898Expenses 2022: $99,537Net Income 2022: $245,3612022Revenue 2023: $307,105Expenses 2023: $335,716Net Income 2023: -$28,6112023Revenue 2024: $381,207Expenses 2024: $318,241Net Income 2024: $62,9662024

Highlighted filing

2014

Revenue$151,295
Expenses$93,670
Net Income$57,625
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 31, 2015
Return Version
2014v5.0
Gross Receipts
$213,667
Mission and Program Overview

Mission

Help erase the financial burden associated with a critical illness and provide family support.

Provide financial and family support to children with life-threatening and critical illnesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$235,272$288,975▲ $53,703
Investments Other Securities$25,459$29,380▲ $3,921
Savings and Temporary Cash Investments$14,844$14,845▲ $1
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$275,575$333,200▲ $57,625
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$275,575$333,200▲ $57,625
Total Net Assets Fund Balance$275,575$333,200▲ $57,625
Total Liabilities and Net Assets / Fund Balance$275,575$333,200▲ $57,625

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$2,500-
Other Securities$3,822--
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Linda AndersonPresident
Fran DemersBoard Member
June ApellanizBoard Member
Mark AndersonBoard Member
Mary Beth CookeBoard Member
Susan KellyBoard Member
Anne StevensTreasurer
Holly WilliamsVice Pres.
Revenue and Support

Revenue Composition

Contributions and Grants
$60,599
Program Service Revenue
$0
Investment Income
$4,012
Other Revenue
$86,684
All Other Contributions
$60,599
Change in Net Assets
$57,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,049
Other Expenses$2,621
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$91,049--$91,049
Office Expenses-$2,331-$2,331
Fees for Services Legal-$154-$154
Other Expenses-$136-$136
Total Functional Expenses$91,049$2,621$0$93,670
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$146,573
Fundraising Direct Expenses$57,078
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$120,564$120,564$37,678$82,886
Picnic$21,526$21,526$19,400$2,126
Total Events$146,573$146,573$57,078$89,495
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“No review was or will be conducted”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Scotty Fund Inc Linda Anderson
EIN
06-1466061
Phone
2037988767
Address
PO BOX 1080, BETHEL, CT 06801

Signing Officer

Name
Linda Anderson
Title
President
Phone
2037988767
Signed
2015-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Anderson
Formed
1996
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
500

Preparer

Firm
Mittler Mercaldo & Braun Pc
Address
42 MAIN STREET, DANBURY, CT 06810
Preparer
Anthony Mercaldo
Phone
2037923190
Raw XML Appendix365 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/ActivityOrMissionDesc0PROVIDE FINANCIAL AND FAMILY SUPPORT TO CHILDREN WITH LIFE-THREATENING AND CRITICAL ILLNESSES.
IRS990/AllOtherContributionsAmt060599
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE SCOTTY FUND
IRS990/BooksInCareOfDetail/PhoneNum02037988767
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1080
IRS990/BooksInCareOfDetail/USAddress/CityNm0BETHEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006801
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0235272
IRS990/CashNonInterestBearingGrp/EOYAmt0288975
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt05294
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt060599
IRS990/CYGrantsAndSimilarPaidAmt091049
IRS990/CYInvestmentIncomeAmt04012
IRS990/CYOtherExpensesAmt02621
IRS990/CYOtherRevenueAmt086684
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt057625
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt093670
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0151295
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANTS & ALLOCATIONS: MONEYS DIRECTLY GIVEN TO BENEFIT THE FAMILIES OF CHILDREN STRICKEN WITH LIFE THREATING DISEASES IN THE BETHEL, CT AREA
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt091049
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0154
IRS990/FeesForServicesLegalGrp/TotalAmt0154
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JUNE APELLANIZ
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2FRAN DEMERS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY BETH COOKE
IRS990/Form990PartVIISectionAGrp/PersonNm4ANNE STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm5HOLLY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm7LINDA ANDERSON
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt057078
IRS990/FundraisingGrossIncomeAmt0146573
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt091049
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt091049
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt091049
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0213667
IRS990/GrossSalesOfInventoryAmt02483
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04012
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt025459
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt029380
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02500
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt02500
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HELP ERASE THE FINANCIAL BURDEN ASSOCIATED WITH A CRITICAL ILLNESS AND PROVIDE FAMILY SUPPORT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0275575
IRS990/NetAssetsOrFundBalancesEOYAmt0333200
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt089495
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt089495
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-2811
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-2811
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02331
IRS990/OfficeExpensesGrp/TotalAmt02331
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0136
IRS990/OtherExpensesGrp/TotalAmt0136
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LINDA ANDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt060057
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0139621
IRS990/PYInvestmentIncomeAmt01667
IRS990/PYOtherExpensesAmt03070
IRS990/PYOtherRevenueAmt089566
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt08599
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0142691
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0151290
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt057625
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014844
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0209654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0210074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0176718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0145487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0153268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0895201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01667
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01185
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08275
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99080
IRS990ScheduleA/PublicSupportPY170Pct00.99340
IRS990ScheduleA/PublicSupportTotal170Amt0895201
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0209654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0210074
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0176718
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0145487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0153268
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0895201
IRS990ScheduleA/TotalSupportAmt0903476
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02500
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt02500
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012596
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt112962
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23822
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DELAWARE TREND CLASS C
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DELAWARE SELECT GROWTH CLASS C
IRS990ScheduleD/OtherSecuritiesGrp/Desc2GOLDMAN SACHS CAPITAL GROWTH
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt029380
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057078
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PICNIC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0120564
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0146573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0120564
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0146573
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt089495
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057078
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037678
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019400
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt057097
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANT MONEY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0275575
IRS990/TotalAssetsEOYAmt0333200
IRS990/TotalAssetsGrp/BOYAmt0275575
IRS990/TotalAssetsGrp/EOYAmt0333200
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt060599
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091049
IRS990/TotalFunctionalExpensesGrp/TotalAmt093670
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0275575
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0333200
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt091049
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt090696
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0151295
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0275575
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0333200
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0275575
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0333200
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0141 DODGINGTOWN RD
IRS990/USAddress/CityNm0BETHEL
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006801
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SCOTTYFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02037988767
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCOTTY FUND INC LINDA ANDERSON
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0061466061
ReturnHeader/Filer/PhoneNum02037988767
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1080
ReturnHeader/Filer/USAddress/CityNm0BETHEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061123431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITTLER MERCALDO & BRAUN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt042 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006810
ReturnHeader/PreparerPersonGrp/PhoneNum02037923190
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY MERCALDO
ReturnHeader/ReturnTs02015-04-07T13:34:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$333,200
Liabilities
$0
Net assets
$333,200
Revenue
$151,295
Expenses
$93,670
Net income
$57,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.38$0.32$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.31$0.34$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.34$0.10$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.26$0.24$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.34$0.15$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.20$0.13$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.19$0.19$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.16$0.13$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.17$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.19$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.15$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$0.15$0.14$0.01
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$0.18$0.10$0.08
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.15$0.11$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits