Civic Intelligence

Thomas Munson Foundation Scholarship Fund Inc.

990 • Fiscal year 2016 • EIN 11-3348506

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 11, 2020

Organization ProfileWWW.THOMASMUNSON.ORG
4049 N Boston RdEden, NY 14057

(508) 414-2769

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets21st percentile

Assets

$1,215,820

No earlier filing loaded for comparison.

Net Assets

$1,211,020

No earlier filing loaded for comparison.

Liabilities

$4,800

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin99th percentile

Revenue

$1,048,259

No earlier filing loaded for comparison.

Expenses

$13,366

No earlier filing loaded for comparison.

Net Income

$1,034,893

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $1,215,820Liabilities 2016: $4,800Net Assets 2016: $1,211,0202016Assets 2017: $1,267,605Liabilities 2017: $9,600Net Assets 2017: $1,258,0052017Assets 2018: $1,240,494Liabilities 2018: $4,252Net Assets 2018: $1,236,2422018Assets 2019: $1,368,240Liabilities 2019: $3,900Net Assets 2019: $1,364,3402019Assets 2020: $1,625,216Liabilities 2020: $4,000Net Assets 2020: $1,621,2162020Assets 2021: $1,672,053Liabilities 2021: $4,000Net Assets 2021: $1,668,0532021Assets 2022: $1,400,487Liabilities 2022: $5,000Net Assets 2022: $1,395,4872022Assets 2023: $1,355,757Liabilities 2023: $5,500Net Assets 2023: $1,350,2572023Assets 2024: $1,277,020Liabilities 2024: $5,500Net Assets 2024: $1,271,5202024Assets 2025: $1,280,909Liabilities 2025: $6,000Net Assets 2025: $1,274,9092025

Highlighted filing

2016

Assets$1,215,820
Liabilities$4,800
Net Assets$1,211,020
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,048,259Expenses 2016: $13,366Net Income 2016: $1,034,8932016Revenue 2017: $59,949Expenses 2017: $12,964Net Income 2017: $46,9852017Revenue 2018: $61,334Expenses 2018: $10,456Net Income 2018: $50,8782018Revenue 2019: $39,373Expenses 2019: $36,222Net Income 2019: $3,1512019Revenue 2020: $310,993Expenses 2020: $100,048Net Income 2020: $210,9452020Revenue 2021: $121,065Expenses 2021: $75,512Net Income 2021: $45,5532021Revenue 2022: $78,092Expenses 2022: $107,487Net Income 2022: -$29,3952022Revenue 2023: -$1,448Expenses 2023: $166,646Net Income 2023: -$168,0942023Revenue 2024: $78,466Expenses 2024: $159,045Net Income 2024: -$80,5792024Revenue 2025: $140,424Expenses 2025: $129,030Net Income 2025: $11,3942025

Highlighted filing

2016

Revenue$1,048,259
Expenses$13,366
Net Income$1,034,893
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 11, 2020
Return Version
2016v3.0
Gross Receipts
$1,048,259
Mission and Program Overview

Mission

The organization's mission is to encourage and promote education through scholarships to qualifying students who are lineal decendents of a signatory of the fundamental agreement (1933) of new haven colony.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$141,027$706,495▲ $565,468
Accounts Receivable-$471,621-
Cash and Non-Interest-Bearing Accounts$34,385$37,704▲ $3,319
Total Assets$175,412$1,215,820▲ $1,040,408
Liabilities
Accounts Payable and Accrued Expenses-$4,800-
Total Liabilities$0$4,800▲ $4,800
Net Assets / Fund Balance
Unrestricted Net Assets$19,462$579,067▲ $559,605
Temporarily Rstr Net Assets-$471,621-
Permanently Rstr Net Assets$155,950$160,332▲ $4,382
Total Net Assets Fund Balance$175,412$1,211,020▲ $1,035,608
Total Liabilities and Net Assets / Fund Balance$175,412$1,215,820▲ $1,040,408

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$156,050----
2015$155,950----
2014$154,950----
2013$154,370----
2012$153,540----
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Gillian HuntingAwards Chair
Samual J MarkelloPresident
Timothy BrownDirector
Karen E WeaverSecretary
Rick MarkelloTreasurer
James R MarkelloVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,045,580
Program Service Revenue
$0
Investment Income
$2,679
Other Revenue
$0
Change in Net Assets
$1,034,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,366
Total Fundraising Expense$797
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$4,800-$4,800
Fees for Services Legal-$945-$945
Other Expenses$6,000$824-$824
Office Expenses--$797$797
Total Functional Expenses$6,000$6,569$797$13,366
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is reviewed by organization's treasurer and president, who present and dicuss with board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Financial statements and governing documents are made available to the public upon request. In addition, the organization's financial statements (including form 990) are filed annually with new york office of the attorney general and as such, a matter of public record.”

Filing and Contact Details

Filer

Filer Name
Thomas Munson Foundation
EIN
11-3348506
Phone
5084142769
Address
4049 N BOSTON RD, EDEN, NY 14057

Signing Officer

Name
Rick Markello
Title
Treasurer
Phone
5084142769
Signed
2020-08-11

Organization Details

Principal Officer
James R Markello
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
5

Preparer

Firm
Sanders Walsh & Eaton Llp
Address
PO BOX F, OSTERVILLE, MA 02655
Preparer
Michael J Walsh CPA
Phone
5084280790
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's mission is to encourage and promote education through scholarships to qualifying students who are lineal decendents of a signatory of the fundamental agreement (1933) of new haven colony.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION IS TO ENCOURAGE AND PROMOTE EDUCATION THROUGH SCHOLARSHIPS TO QUALIFYING STUDENTS WHO ARE LINEAL DECENDENTS OF A SIGNATORY OF THE FUNDAMENTAL AGREEMENT (1933) OF NEW HAVEN COLONY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY ORGANIZATION'S TREASURER AND PRESIDENT, WHO PRESENT AND DICUSS WITH BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION'S FINANCIAL STATEMENTS (INCLUDING FORM 990) ARE FILED ANNUALLY WITH NEW YORK OFFICE OF THE ATTORNEY GENERAL AND AS SUCH, A MATTER OF PUBLIC RECORD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0175412
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01215820
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt019462
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0579067
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01740 MARSHALL STREET
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077098
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.THOMASMUNSON.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK MARKELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05084142769
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS MUNSON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0113348506
ReturnHeader/Filer/PhoneNum05084142769
ReturnHeader/Filer/USAddress/AddressLine1Txt04049 N BOSTON RD
ReturnHeader/Filer/USAddress/CityNm0EDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014057
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07DD2B39456CB59AEA4CBD3A4B9242964831D03B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A7C22AA24D7A78CE5033AEF849F0E3A860488B27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043128198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANDERS WALSH & EATON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSTERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002655
ReturnHeader/PreparerPersonGrp/PhoneNum05084280790
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J WALSH CPA
ReturnHeader/ReturnTs02017-10-30T11:02:40-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,215,820
Liabilities
$4,800
Net assets
$1,211,020
Revenue
$1,048,259
Expenses
$13,366
Net income
$1,034,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$0.14$0.13$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$0.08$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$0.00$0.17$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.40$0.08$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.62$0.31$0.10$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.36$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.06$0.01$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$0.06$0.01$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.21$1.05$0.01$1.03