Civic Intelligence

Paul Collins Jr Scholarship Plan

990 • Fiscal year 2016 • EIN 11-3281606

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 22, 2017

Organization ProfileN/A

View Organization Page

50-02 5th Street Ste ALong Island City, NY 11101

(718) 937-4514

Siviq Scores

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

Liabilities / Assets

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.12x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Source year 2016

Net Margin

50th percentile

2.8%

Higher net margin than 50% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

97th percentile

$221,279

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 227.5% of source-year revenue.

2016 filings • NTEE B • $500k-$1M nonprofits • Source year 2016

Asset Growth

56th percentile

5.4%

Faster asset growth than 56% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

7.4%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$645,224

Up $32,912 (+5.4%) from 2015

Net Assets

Up

$633,831

Up $37,433 (+6.3%) from 2015

Liabilities

Down

$11,393

Down $4,521 (-28%) from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin50th percentile

Revenue

Up

$97,276

Up $6,744 (+7.4%) from 2015

Expenses

Up

$94,592

Up $3,797 (+4.2%) from 2015

Net Income

Up

$2,684

Up $2,947 (+1121%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$800K$600K$400K$200K$0Assets 2010: $445,937Liabilities 2010: $7,316Net Assets 2010: $438,6212010Assets 2011: $481,294Liabilities 2011: $12,114Net Assets 2011: $469,1802011Assets 2012: $516,459Liabilities 2012: $8,750Net Assets 2012: $507,7092012Assets 2013: $620,034Liabilities 2013: $8,500Net Assets 2013: $611,5342013Assets 2014: $623,298Liabilities 2014: $12,518Net Assets 2014: $610,7802014Assets 2015: $612,312Liabilities 2015: $15,914Net Assets 2015: $596,3982015Assets 2016: $645,224Liabilities 2016: $11,393Net Assets 2016: $633,8312016Assets 2017: $704,682Liabilities 2017: $15,762Net Assets 2017: $688,9202017Assets 2018: $678,689Liabilities 2018: $13,817Net Assets 2018: $664,8722018Assets 2019: $691,816Liabilities 2019: $13,250Net Assets 2019: $678,5662019Assets 2020: $630,309Liabilities 2020: $14,250Net Assets 2020: $616,0592020Assets 2021: $620,475Liabilities 2021: $15,750Net Assets 2021: $604,7252021Assets 2022: $626,189Liabilities 2022: $22,249Net Assets 2022: $603,9402022Assets 2023: $639,328Liabilities 2023: $28,417Net Assets 2023: $610,9112023Assets 2024: $659,126Liabilities 2024: $34,019Net Assets 2024: $625,1072024

Highlighted filing

2016

Assets$645,224
Liabilities$11,393
Net Assets$633,831
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

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

$200K$100K$0-$100KExpenses 2010: $52,9162010Revenue 2011: $78,037Expenses 2011: $47,478Net Income 2011: $30,5592011Revenue 2012: $73,782Expenses 2012: $55,901Net Income 2012: $17,8812012Revenue 2013: $106,712Expenses 2013: $70,770Net Income 2013: $35,9422013Revenue 2014: $185,701Expenses 2014: $80,296Net Income 2014: $105,4052014Revenue 2015: $90,532Expenses 2015: $90,795Net Income 2015: -$2632015Revenue 2016: $97,276Expenses 2016: $94,592Net Income 2016: $2,6842016Revenue 2017: $113,043Expenses 2017: $97,461Net Income 2017: $15,5822017Revenue 2018: $138,297Expenses 2018: $102,391Net Income 2018: $35,9062018Revenue 2019: $117,107Expenses 2019: $103,294Net Income 2019: $13,8132019Revenue 2020: $34,643Expenses 2020: $94,494Net Income 2020: -$59,8512020Revenue 2021: $95,271Expenses 2021: $108,438Net Income 2021: -$13,1672021Revenue 2022: $102,803Expenses 2022: $106,244Net Income 2022: -$3,4412022Revenue 2023: $99,494Expenses 2023: $113,229Net Income 2023: -$13,7352023Revenue 2024: $96,573Expenses 2024: $111,447Net Income 2024: -$14,8742024

Highlighted filing

2016

Revenue$97,276
Expenses$94,592
Net Income$2,684
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 22, 2017
Return Version
2016v3.0
Gross Receipts
$724,779
Mission and Program Overview

Mission

The purpose of the plan is to provide scholarships to eligible participants for undergraduate tuition in an accredited college or university. Scholarship benefits are determined by the plan's trustees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$596,398$633,831▲ $37,433
Investments in Publicly Traded Securities$543,999$632,238▲ $88,239
Accounts Receivable$4,000$5,866▲ $1,866
Land, Buildings, and Equipment, Net$7,168$5,652▼ $1,516
Cash and Non-Interest-Bearing Accounts$56,827$1,150▼ $55,677
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$612,312$645,224▲ $32,912
Other Assets Total$318$318→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,914$11,393▼ $4,521
Total Liabilities$15,914$11,393▼ $4,521
Net Assets / Fund Balance
Total Net Assets Fund Balance$596,398$633,831▲ $37,433
Total Liabilities and Net Assets / Fund Balance$612,312$645,224▲ $32,912

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,296$1,562$5,858
Equipment$1,356$3,471$4,827
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Frank Lettera Thru 616Emplyr Trustee
Jonathan BragoliEmplyr Trustee
Kevin GoingEmplyr Trustee
Shanna Peras Eff 716Emplyr Trustee
Dante Dano JrUnion Trustee
George LseniorjrUnion Trustee
Russell Capaldo Eff 916union trustee
christopher villani THRU 916union trustee
Lois a FuscoFund Admin.
Revenue and Support

Revenue Composition

Contributions and Grants
$605
Program Service Revenue
$38,560
Investment Income
$5,571
Other Revenue
$52,540
All Other Contributions
$605
Change in Net Assets
$2,684

Audited Revenue Reconciliation

Revenue per Audited Statements
$95,576
Revenue Not Reported on Financial Statements
$1,700
Revenue Not Reported on Form 990
$34,749
Total Revenue per Audited Statements
$130,325
Total Revenue per Form 990
$97,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,092
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$50,500--$50,500
Other Expenses-$26,000-$26,000
Fees for Services Accounting-$9,000-$9,000
Fees for Services Other-$2,000-$2,000
Depreciation Depletion-$1,894-$1,894
Fees for Service Investment Mgmnt Fees-$1,700-$1,700
Occupancy-$1,646-$1,646
Fees for Services Legal-$1,277-$1,277
Office Expenses-$575-$575
Total Functional Expenses$50,500$44,092$0$94,592

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$94,592
Expenses per Audited Statements$92,892
Total Expenses per Audited Statements$92,892
Expenses Not Reported on Financial Statements$1,700
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$87,640
Fundraising Direct Expenses$35,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
golf outing$87,640$87,640$6,775$80,865
Total Events$87,640$87,640$35,100$52,540
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Line 11B: Form 990 Review Process

“The form 990 was prepared in coordination with the fund administrator. Once complete, the form was provided to and reviewed with the organization's board of trustees, prior to submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“As required by the fund's policy and by erisa officer's & key employees have a continuous obligation to report potential conflicts of interest.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents are available to the public to the extent required by law and may be viewed by all participants at the fund office upon request.”

Filing and Contact Details

Filer

Filer Name
Paul Collins Jr Scholarship Fund
EIN
11-3281606
Phone
7189374514
Address
50-02 5TH STREET STE A, LONG ISLAND CITY, NY 11101

Signing Officer

Name
Lois a Fusco
Title
Fund Admin.
Signed
2017-06-22
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
Raw XML AppendixShowing 400 of 545 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/BOYAmt015914
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011393
IRS990/AccountsReceivableGrp/BOYAmt04000
IRS990/AccountsReceivableGrp/EOYAmt05866
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE PLAN IS TO PROVIDE SCHOLARSHIPS TO ELIGIBLE PARTICIPANTS FOR UNDERGRADUATE TUITION IN AN ACCREDITED COLLEGE OR UNIVERSITY. SCHOLARSHIP BENEFITS ARE DETERMINED BY THE PLAN'S TRUSTEES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0605
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt050500
IRS990/BenefitsToMembersGrp/TotalAmt050500
IRS990/BooksInCareOfDetail/PersonNm0lois A Fusco
IRS990/BooksInCareOfDetail/PhoneNum07189374514
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050-02 5TH STREET STE A
IRS990/BooksInCareOfDetail/USAddress/CityNm0LONG ISLAND CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011101
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt056827
IRS990/CashNonInterestBearingGrp/EOYAmt01150
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt050500
IRS990/CYContributionsGrantsAmt0605
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05571
IRS990/CYOtherExpensesAmt044092
IRS990/CYOtherRevenueAmt052540
IRS990/CYProgramServiceRevenueAmt038560
IRS990/CYRevenuesLessExpensesAmt02684
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt094592
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt097276
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01894
IRS990/DepreciationDepletionGrp/TotalAmt01894
IRS990/Desc0THE PURPOSE OF THE PLAN IS TO PROVIDE SCHOLARSHIPS TO ELIGIBLE PARTICIPANTS FOR UNDERGRADUATE TUITION IN AN ACCREDITED COLLEGE OR UNIVERSITY. SCHOLARSHIP BENEFITS ARE DETERMINED BY THE PLAN'S TRUSTEES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt050500
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09000
IRS990/FeesForServicesAccountingGrp/TotalAmt09000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01277
IRS990/FeesForServicesLegalGrp/TotalAmt01277
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02000
IRS990/FeesForServicesOtherGrp/TotalAmt02000
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01700
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01700
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt845.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
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/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/OtherCompensationAmt877290
IRS990/Form990PartVIISectionAGrp/PersonNm0DANTE DANO JR
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE LSENIORJR
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK LETTERA THRU 616
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN GOING
IRS990/Form990PartVIISectionAGrp/PersonNm4JONATHAN BRAGOLI
IRS990/Form990PartVIISectionAGrp/PersonNm5christopher villani THRU 916
IRS990/Form990PartVIISectionAGrp/PersonNm6RUSSELL CAPALDO EFF 916
IRS990/Form990PartVIISectionAGrp/PersonNm7SHANNA PERAS EFF 716
IRS990/Form990PartVIISectionAGrp/PersonNm8LOIS A FUSCO
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8143989
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5union trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6union trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8FUND ADMIN.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt035100
IRS990/FundraisingGrossIncomeAmt087640
IRS990/GainOrLossGrp/SecuritiesAmt0-4950
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0true
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0587453
IRS990/GrossReceiptsAmt0724779
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt010521
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010521
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0543999
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0632238
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05033
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07168
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05652
IRS990/LandBldgEquipCostOrOtherBssAmt010685
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0592403
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PURPOSE OF THE PLAN IS TO PROVIDE SCHOLARSHIPS TO ELIGIBLE PARTICIPANTS FOR UNDERGRADUATE TUITION IN AN ACCREDITED COLLEGE OR UNIVERSITY. SCHOLARSHIP BENEFITS ARE DETERMINED BY THE PLAN'S TRUSTEES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0596398
IRS990/NetAssetsOrFundBalancesEOYAmt0633831
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4950
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4950
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt052540
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt034749
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01646
IRS990/OccupancyGrp/TotalAmt01646
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0575
IRS990/OfficeExpensesGrp/TotalAmt0575
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0318
IRS990/OtherAssetsTotalGrp/EOYAmt0318
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REIMB ADMINISTRATIVE EXP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026000
IRS990/OtherExpensesGrp/TotalAmt026000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt038560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt038560
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt049000
IRS990/PYContributionsGrantsAmt0900
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08935
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt041795
IRS990/PYOtherRevenueAmt042410
IRS990/PYProgramServiceRevenueAmt038287
IRS990/PYRevenuesLessExpensesAmt0-263
IRS990/PYTotalExpensesAmt090795
IRS990/PYTotalRevenueAmt090532
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02684
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0596398
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0633831
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0197547
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012342
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04285
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt029626
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt064804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt087640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0151848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072162
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0452795
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012342
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt029626
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt064804
IRS990ScheduleA/InvestmentIncomeCYPct00.09060
IRS990ScheduleA/InvestmentIncomePYPct00.07670
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90940
IRS990ScheduleA/PublicSupportPY509Pct00.92330
IRS990ScheduleA/PublicSupportTotal509Amt0650342
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126196
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0111802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110248
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0201732
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100364
IRS990ScheduleA/Total509Grp/TotalAmt0650342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0136717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0114533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0209762
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0129990
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0715146
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01356
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03471
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04827
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01700
IRS990ScheduleD/ExpensesSubtotalAmt092892
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01700
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01700
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04296
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01562
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05858
IRS990ScheduleD/NetUnrealizedGainsInvstAmt034749
IRS990ScheduleD/RevenueNotReportedAmt034749
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01700
IRS990ScheduleD/RevenueSubtotalAmt095576
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05652
IRS990ScheduleD/TotalExpensesPerForm990Amt094592
IRS990ScheduleD/TotalRevenuePerForm990Amt097276
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0130325
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt092892
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035100
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0golf outing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt087640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt087640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087640
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052540
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06775
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06775
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt028325
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt028325
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0143989
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt053696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023594
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LOIS A FUSCO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMIN.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0221279
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PART I,LINE 1A, RELEVANT INFORMATION REGARDING COMPENSATION AND BENEFITSLOIS A.FUSCO RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED ANNUITY, APPRENTICE TRAINING AND INSURANCE FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE INSURANCE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE SCHOLARSHIP FUND'S PORTION OF THESE EXPENSES IS 3% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Additional Information
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false

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
$645,224
Liabilities
$11,393
Net assets
$633,831
Revenue
$97,276
Expenses
$94,592
Net income
$2,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.59$0.34$6.25$0.97$1.11$0.15
2023Detailed filing. Detailed filing data is available for this year.$6.39$0.28$6.11$0.99$1.13$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.22$6.04$1.03$1.06$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.16$6.05$0.95$1.08$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.14$6.16$0.35$0.94$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.13$6.79$1.17$1.03$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.79$0.14$6.65$1.38$1.02$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.16$6.89$1.13$0.97$0.16
2016Detailed filing. Detailed filing data is available for this year.$6.45$0.11$6.34$0.97$0.95$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.16$5.96$0.91$0.91$0.00
2014Detailed filing. Detailed filing data is available for this year.$6.23$0.13$6.11$1.86$0.80$1.05
2013Summary only. Only limited summary data is available for this year.$6.20$0.09$6.12$1.07$0.71$0.36
2012Summary only. Only limited summary data is available for this year.$5.16$0.09$5.08$0.74$0.56$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.12$4.69$0.78$0.47$0.31
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.07$4.39$0.53