Civic Intelligence

William Widdy Neale Scholarship Fund Inc.

990EZ • Fiscal year 2017 • EIN 06-6283158

Nov 01, 2016 to Oct 31, 2017 • Filed on Jan 30, 2018

35 Cold Spring Rd No 212Rocky Hill, CT 06067

(860) 257-4171

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-7.1%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

8.1%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$388,825

Up $29,035 (+8.1%) from 2016

Net Assets

Up

$388,825

Up $29,035 (+8.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$104,793

Down $28,444 (-21%) from 2016

Expenses

Up

$112,258

Up $12,974 (+13%) from 2016

Net Income

Down

-$7,465

Down $41,418 (-122%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $250,510Liabilities 2011: $2,0142011Assets 2012: $269,808Liabilities 2012: $02012Assets 2013: $301,915Liabilities 2013: $0Net Assets 2013: $301,9152013Assets 2014: $319,504Liabilities 2014: $02014Assets 2015: $320,824Liabilities 2015: $0Net Assets 2015: $320,8242015Assets 2016: $359,790Liabilities 2016: $0Net Assets 2016: $359,7902016Assets 2017: $388,825Liabilities 2017: $0Net Assets 2017: $388,8252017Assets 2018: $392,239Liabilities 2018: $0Net Assets 2018: $392,2392018Assets 2019: $726,016Liabilities 2019: $11,547Net Assets 2019: $714,4692019Assets 2020: $798,302Liabilities 2020: $0Net Assets 2020: $798,3022020Assets 2021: $929,878Liabilities 2021: $0Net Assets 2021: $929,8782021Assets 2022: $837,496Liabilities 2022: $0Net Assets 2022: $837,4962022Assets 2023: $883,265Liabilities 2023: $12,209Net Assets 2023: $871,0562023Assets 2024: $1,008,299Liabilities 2024: $7,250Net Assets 2024: $1,001,0492024

Highlighted filing

2017

Assets$388,825
Liabilities$0
Net Assets$388,825

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $71,601Expenses 2011: $69,834Net Income 2011: $1,7672011Revenue 2012: $99,409Expenses 2012: $78,097Net Income 2012: $21,3122012Revenue 2013: $130,614Expenses 2013: $98,507Net Income 2013: $32,1072013Revenue 2014: $115,393Expenses 2014: $97,804Net Income 2014: $17,5892014Revenue 2015: $105,451Expenses 2015: $102,948Net Income 2015: $2,5032015Revenue 2016: $133,237Expenses 2016: $99,284Net Income 2016: $33,9532016Revenue 2017: $104,793Expenses 2017: $112,258Net Income 2017: -$7,4652017Revenue 2018: $110,656Expenses 2018: $114,201Net Income 2018: -$3,5452018Revenue 2019: $410,659Expenses 2019: $120,206Net Income 2019: $290,4532019Revenue 2020: $209,858Expenses 2020: $116,927Net Income 2020: $92,9312020Revenue 2021: $148,218Expenses 2021: $124,747Net Income 2021: $23,4712021Revenue 2022: $125,479Expenses 2022: $108,236Net Income 2022: $17,2432022Revenue 2023: $141,824Expenses 2023: $97,578Net Income 2023: $44,2462023Revenue 2024: $144,047Expenses 2024: $126,741Net Income 2024: $17,3062024

Highlighted filing

2017

Revenue$104,793
Expenses$112,258
Net Income-$7,465
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jan 30, 2018
Return Version
2016v3.0
Gross Receipts
$104,793
Mission and Program Overview

Mission

To grant scholarships to college students.

Program Services

DescriptionGrantsExpenses
THE FUND GRANTS SCHOLARSHIPS TO STUDENTS ATTENDING COLLEGES AND UNIVERSITIES. THESE STUDENTS ARE CHOSEN BY A SELECTION COMM.$111,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY GUYERVice President-$0--
PETER J KAUFMANNPresident-$0--
JOHN J BRACKEN IIISpecial Advisor & Legal Co-$0--
JIM HEALEY JRVice President-$0--
FREDRICK W FAWCETTSecretary-$0--
BEN BRIGGSVice President-$0--
JUDY A SMITHSpecial Advisor-$0--
WILLIAM CREMINSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
William Widdy Neale
EIN
06-6283158
Phone
8602574171
Address
35 COLD SPRING RD NO 212, ROCKY HILL, CT 06067

Signing Officer

Name
David C Seaman
Title
Controller
Phone
8602574171
Signed
2018-01-30
Discuss with paid preparer
Yes

Preparer

Firm
T M Byxbee Company Pc
Address
PO BOX 187169, HAMDEN, CT 06518
Preparer
Pamela J Matocha
Phone
2032814933
Supplemental Narrative

Additional Explanations

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

Activity classification: educational. Grantee name: various-all individual scholarships are < $5,000. Grantee relationship: none. Amount given: 111,000.

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

Description: administrative. Amount: 1,258.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investments. Amount: 36,500.

Raw XML Appendix206 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08602574171
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035 COLD SPRING RD NO 212
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKY HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELLY GUYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER J KAUFMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN J BRACKEN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM HEALEY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FREDRICK W FAWCETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BEN BRIGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUDY A SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WILLIAM CREMINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SPECIAL ADVISOR & LEGAL CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SPECIAL ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt036500
IRS990EZ/OtherExpensesTotalAmt01258
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO GRANT SCHOLARSHIPS TO COLLEGE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FUND GRANTS SCHOLARSHIPS TO STUDENTS ATTENDING COLLEGES AND UNIVERSITIES. THESE STUDENTS ARE CHOSEN BY A SELECTION COMM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0111000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0112258
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0104793
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt045000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt045000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt045000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt045000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt040000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0104304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0110974
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0558759
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019640
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011089
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019640
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030729
IRS990ScheduleA/InvestmentIncomeCYPct00.05210
IRS990ScheduleA/InvestmentIncomePYPct00.07020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.57470
IRS990ScheduleA/PublicSupportPY509Pct00.56180
IRS990ScheduleA/PublicSupportTotal509Amt0338759
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt045000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt040000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0220000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0104304
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0130614
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0589488
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: VARIOUS-ALL INDIVIDUAL SCHOLARSHIPS ARE < $5,000. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 111,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATIVE. AMOUNT: 1,258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 36,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C SEAMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum08602574171
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM WIDDY NEALE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0066283158
ReturnHeader/Filer/PhoneNum08602574171
ReturnHeader/Filer/USAddress/AddressLine1Txt035 COLD SPRING RD NO 212
ReturnHeader/Filer/USAddress/CityNm0ROCKY HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId095989D2FB83EB8C90BD1E2B1E2ED10A62FA3CD99
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B9A84FF39D2E961CC8F6B2D678CEAD50A872B2B3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.145.248.228
ReturnHeader/FilingSecurityInformation/IPDt02018-01-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm007:59:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061386456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T M BYXBEE COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 187169
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006518
ReturnHeader/PreparerPersonGrp/PhoneNum02032814933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA J MATOCHA
ReturnHeader/ReturnTs02018-01-31T08:59:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.01$1.00$0.14$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.14$0.10$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.13$0.11$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.15$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.21$0.12$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.01$0.71$0.41$0.12$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.10$0.11$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.13$0.10$0.03
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.32$0.00$0.32$0.11$0.10$0.00
2014Summary only. Only limited summary data is available for this year.$0.32$0.00$0.12$0.10$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.30$0.00$0.30$0.13$0.10$0.03
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$0.10$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.07$0.07$0.00