Civic Intelligence

Adelphic Educational Fund In

990PF • Fiscal year 2013 • EIN 06-6023615

May 01, 2012 to Apr 30, 2013 • Filed on Aug 10, 2013

C/O George Mckelvey CO 529 WashingtManasquan, NJ 08750
Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

56th percentile

3.1%

Faster asset growth than 56% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$874,073

Up $26,348 (+3.1%) from 2012

Net Assets

Up

$874,114

Up $26,360 (+3.1%) from 2012

Liabilities

Down

-$41

Down $12 (-41%) from 2012

Revenue

$77,376

No earlier filing loaded for comparison.

Expenses

Up

$51,016

Up $15,852 (+45%) from 2012

Net Income

$26,360

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $822,872Liabilities 2010: -$409Net Assets 2010: $823,2812010Assets 2011: $843,492Liabilities 2011: $284Net Assets 2011: $843,2082011Assets 2012: $847,725Liabilities 2012: -$29Net Assets 2012: $847,7542012Assets 2013: $874,073Liabilities 2013: -$41Net Assets 2013: $874,1142013Assets 2014: $934,272Liabilities 2014: $948Net Assets 2014: $933,3242014Assets 2015: $1,022,022Liabilities 2015: $242Net Assets 2015: $1,021,7802015Assets 2016: $1,092,668Liabilities 2016: -$815Net Assets 2016: $1,093,4832016Assets 2017: $1,095,956Liabilities 2017: -$397Net Assets 2017: $1,096,3532017Assets 2018: $1,321,981Liabilities 2018: $0Net Assets 2018: $1,321,9812018Assets 2019: $1,323,653Liabilities 2019: $0Net Assets 2019: $1,323,6532019Assets 2020: $1,269,985Liabilities 2020: $0Net Assets 2020: $1,269,9852020Assets 2021: $1,251,836Liabilities 2021: $0Net Assets 2021: $1,251,8362021Assets 2022: $1,284,886Liabilities 2022: $0Net Assets 2022: $1,284,8862022Assets 2023: $1,278,736Liabilities 2023: $0Net Assets 2023: $1,278,7362023Assets 2024: $1,330,154Liabilities 2024: $0Net Assets 2024: $1,330,1542024Assets 2025: $1,302,883Liabilities 2025: $0Net Assets 2025: $1,302,8832025

Highlighted filing

2013

Assets$874,073
Liabilities-$41
Net Assets$874,114

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $44,2132010Expenses 2011: $53,1572011Expenses 2012: $35,1642012Revenue 2013: $77,376Expenses 2013: $51,016Net Income 2013: $26,3602013Revenue 2014: $101,693Expenses 2014: $54,824Net Income 2014: $46,8692014Revenue 2015: $145,396Expenses 2015: $59,797Net Income 2015: $85,5992015Revenue 2016: $86,468Expenses 2016: $66,607Net Income 2016: $19,8612016Revenue 2017: $54,049Expenses 2017: $81,351Net Income 2017: -$27,3022017Revenue 2018: $269,650Expenses 2018: $44,023Net Income 2018: $225,6272018Revenue 2019: $52,222Expenses 2019: $55,526Net Income 2019: -$3,3042019Revenue 2020: $52,962Expenses 2020: $87,767Net Income 2020: -$34,8052020Revenue 2021: $71,643Expenses 2021: $95,518Net Income 2021: -$23,8752021Revenue 2022: $126,346Expenses 2022: $93,296Net Income 2022: $33,0502022Revenue 2023: $95,941Expenses 2023: $101,059Net Income 2023: -$5,1182023Revenue 2024: $151,284Expenses 2024: $98,990Net Income 2024: $52,2942024Revenue 2025: $114,751Expenses 2025: $139,934Net Income 2025: -$25,1832025

Highlighted filing

2013

Revenue$77,376
Expenses$51,016
Net Income$26,360
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Aug 10, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM K WASCHSecretary-$0--
ROBERT MCKELVEYPresident-$0--
L RUSSELL EVANSTreasurer-$0--
EDWARD CERNY 111Trustee-$0--
ROBERT GERSHENTrustee-$0--
E JENNY K FLANAGANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHAIRPERSON ASSEMBLY SERIES WESLEYAN UNIVERSITYSeriesAssemblyN/AMIDDLETOWN, CT, US$10,752
Paid Grant-ScholarshipsN/AMIDDLETOWN, CT, US$8,250
Paid Grant-1st & 2ndScholarshipsSemesterN/AMIDDLETOWN, CT, US$8,250
Paid GrantWESLEYAN UNIVERSITYConferenceWritersN/AMIDDLETOWN, CT, US$2,000
Paid GrantCHAIRPERSON PERFORMANCE SERIES WESLEYAN UNIVERSITYSeriesPerformanceN/AMIDDLETOWN, CT, US$1,506
Paid GrantCHAIRPERSON IMPROVEMENTS WESLEYAN UNIVERSITYImprovementsN/AMIDDLETOWN, CT, US$1,066
Paid GrantCHAIRPERSON MUSIC SERIES WESLEYAN UNIVERSITYSeriesMusicN/AMIDDLETOWN, CT, US$950
Paid GrantCHAIRPERSON FACULTY FELLOWS WESLEYAN UNIVERSITYFellowsFacultyN/AMIDDLETOWN, CT, US$500
Paid GrantCHAIRPERSON ARCHIVES & LIBRARYWESLEYAN UNIVERSITYAndArchivesLibraryN/AMIDDLETOWN, CT, US$433
Paid GrantCHAIRPERSON FILM SERIES WESLEYAN UNIVERSITYSeriesFilmN/AMIDDLETOWN, CT, US$400
Paid Grant-AdlitN/AMIDDLETOWN, CT, US$390
Paid GrantCHAIRPERSON LIBRARY WESLEYAN UNIVERSITYLibraryN/AMIDDLETOWN, CT, US$367
Paid GrantCHAIRPERSON COMMUNITY SERVICE WESLEYAN UNIVERSITYServiceCommunityN/AMIDDLETOWN, CT, US$174
Paid GrantCHAIRPERSON POETRY & LITERATURE WESLEYAN UNIVERSITYandPoetryLiteratureN/AMIDDLETOWN, CT, US$142
Paid GrantCHAIRPERSON COFFEE HOUSEWESLEYAN UNIVERSITYHouseCoffeeN/AMIDDLETOWN, CT, US$56
Filing and Contact Details

Filer

EIN
06-6023615
Raw XML AppendixShowing 400 of 821 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.

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GeneralExplanationAttachment/GeneralExplanation/Explanation0QUESTION 2D PRIORITY IS GIVEN TO WESLEYAN STUDENTS WHO ARE MEMBERS OF THE MIDDLETOWN CHAPTER OF THE ALPHA DELTA PHI FATERNITY THOUGH ALL MAY APPLY
GeneralExplanationAttachment/GeneralExplanation/Identifier0Part XV Supplementary Information
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2DuPont E I
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3Hancock John Life 5.0$ 8/15/13
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5Kellogg Co 1.750%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6Sara Lee 2.75%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7Shell Intl
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8Sherwin Williams
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19Southern Company
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29Waste Connections
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Harbor Intl
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1Heartland Value Plus
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5Scout International
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7T Rowe Price Mid Cap Fund
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps010182
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03783
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IRS990PF/BalanceSheets/CapitalStockEOY0874114
IRS990PF/BalanceSheets/CashBOY0750
IRS990PF/BalanceSheets/CashEOY0690
IRS990PF/BalanceSheets/CashEOYFMV0690
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY017
IRS990PF/BalanceSheets/OtherAssetsEOY0177
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IRS990PF/BalanceSheets/OtherLiabilitiesEOY0-41
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0874073
IRS990PF/BalanceSheets/TotalNetAssetsBOY0847754
IRS990PF/BalanceSheets/TotalNetAssetsEOY0874114
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome046724
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis026368
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis124980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis224890
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis315772
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis42609
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis53425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis63425
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis77695
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-04-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12007-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22007-01-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired41983-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52000-07-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62000-07-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82002-10-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-01-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-09-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-07-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-02-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82013-02-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Anheuser Busch
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1General Electric
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Wells Fargo
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3Third Avenue Small Cap Fund
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4ADP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5Costco
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6Costco
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7Visa
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8Kinder Morgan
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316920
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316950
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316980
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-1368
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-1482
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss56596
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss89299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-1368
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-1482
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses56596
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses66461
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses77979
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses89299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice025000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice125000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice225000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice314290
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice421718
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice69886
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice715674
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice89299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.11$0.14$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.15$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.10$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.13$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05$0.06$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.27$0.04$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.15$0.06$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.10$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04