Civic Intelligence

Classmate Fund Inc.

990 • Fiscal year 2013 • EIN 13-3211654

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization ProfileN/A
401 Atlantic AvenueRoom/Suite 1002Virginia Bch, VA 23451-6907

(757) 422-8700

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

39th percentile

-0.2%

Faster revenue growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$2,216,118

Up $241,329 (+12%) from 2012

Net Assets

Up

$2,216,118

Up $241,329 (+12%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

$177,953

No earlier filing loaded for comparison.

Expenses

Up

$96,618

Up $8,718 (+9.9%) from 2012

Net Income

$81,335

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,941,960Liabilities 2011: $0Net Assets 2011: $1,941,9602011Assets 2012: $1,974,789Liabilities 2012: $0Net Assets 2012: $1,974,7892012Assets 2013: $2,216,118Liabilities 2013: $0Net Assets 2013: $2,216,1182013Assets 2014: $2,249,936Liabilities 2014: $0Net Assets 2014: $2,249,9362014Assets 2015: $2,131,778Liabilities 2015: $0Net Assets 2015: $2,131,7782015Assets 2016: $2,074,448Liabilities 2016: $0Net Assets 2016: $2,074,4482016Assets 2017: $2,288,999Liabilities 2017: $0Net Assets 2017: $2,288,9992017Assets 2018: $2,107,548Liabilities 2018: $0Net Assets 2018: $2,107,5482018Assets 2019: $2,486,664Liabilities 2019: $0Net Assets 2019: $2,486,6642019Assets 2020: $2,741,567Liabilities 2020: $0Net Assets 2020: $2,741,5672020Assets 2021: $2,703,606Liabilities 2021: $0Net Assets 2021: $2,703,6062021Assets 2022: $2,476,838Liabilities 2022: $0Net Assets 2022: $2,476,8382022Assets 2023: $1,978,584Liabilities 2023: $0Net Assets 2023: $1,978,5842023Assets 2024: $2,145,643Liabilities 2024: $0Net Assets 2024: $2,145,6432024

Highlighted filing

2013

Assets$2,216,118
Liabilities$0
Net Assets$2,216,118
Open 2013 Filing

Operations Trend

Revenue Growth39th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $178,736Expenses 2011: $85,795Net Income 2011: $92,9412011Expenses 2012: $87,9002012Revenue 2013: $177,953Expenses 2013: $96,618Net Income 2013: $81,3352013Revenue 2014: $146,608Expenses 2014: $84,520Net Income 2014: $62,0882014Revenue 2015: $292,326Expenses 2015: $80,382Net Income 2015: $211,9442015Revenue 2016: $29,159Expenses 2016: $71,421Net Income 2016: -$42,2622016Revenue 2017: $159,616Expenses 2017: $153,604Net Income 2017: $6,0122017Revenue 2018: $154,527Expenses 2018: $149,288Net Income 2018: $5,2392018Revenue 2019: $313,599Expenses 2019: $150,768Net Income 2019: $162,8312019Revenue 2020: $422,518Expenses 2020: $88,447Net Income 2020: $334,0712020Revenue 2021: $120,087Expenses 2021: $163,952Net Income 2021: -$43,8652021Revenue 2022: -$48,345Expenses 2022: $181,800Net Income 2022: -$230,1452022Revenue 2023: $107,839Expenses 2023: $729,985Net Income 2023: -$622,1462023Revenue 2024: $317,854Expenses 2024: $126,883Net Income 2024: $190,9712024

Highlighted filing

2013

Revenue$177,953
Expenses$96,618
Net Income$81,335
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Gross Receipts
$626,153
Mission and Program Overview

Mission

The corporation was formed to maintain a fund for the purposes of extending financial assistance to destitute, disabled, ill or needy members of princeton university's class of 1957, their widows and children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,527,549$1,933,005▲ $405,456
Savings and Temporary Cash Investments$447,240$283,113▼ $164,127
Total Assets$1,974,789$2,216,118▲ $241,329
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,974,789$2,216,118▲ $241,329
Total Net Assets Fund Balance$1,974,789$2,216,118▲ $241,329
Total Liabilities and Net Assets / Fund Balance$1,974,789$2,216,118▲ $241,329
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Charles BernheimTrustee
Don StreettTrustee
Rusty SwanTrustee
Nathan D Bachman Iv1st VP
Sheppard DavisPres & Treas
George White JrSecretary
Robert W KentVP
Revenue and Support

Revenue Composition

Contributions and Grants
$83,835
Program Service Revenue
$0
Investment Income
$94,118
Other Revenue
$0
All Other Contributions
$83,835
Change in Net Assets
$81,335

Audited Revenue Reconciliation

Revenue per Audited Statements
$177,953
Revenue Not Reported on Form 990
$159,994
Total Revenue per Audited Statements
$337,947
Total Revenue per Form 990
$177,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,750
Other Expenses$4,868
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$91,750--$91,750
Fees for Services Accounting$4,150--$4,150
Other Expenses$213--$213
Total Functional Expenses$96,618$0$0$96,618

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$96,618
Total Expenses per Audited Statements$96,618
Total Expenses per Form 990$96,618
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
Yes
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 9

“Nathan d bachman iv 9546 cunningham road cincinnati, oh 45243-1620 robert w kent 23 wyckoff way chester, nj 07930 george white, jr 7050 valley greens circle carmel, ca 93923 charles bernheim 33 east 70th street new york, ny 10021-4941 don streett 9012 haverford terrace lane saint louis, mo 63117-1050 rusty swan 5405 pinedale heights rapid city, sd 57702-2013”

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

“The following members of the governing body review form 990: bob kent, george white, jr & sheppard davis. The return is signed by sheppard davis prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents would be made available to the public if requested. Audited financial statements are required when gross receipts exceed 500,000.”

Filing and Contact Details

Filer

EIN
13-3211654
Phone
7574228700

Signing Officer

Name
Sheppard Hc Davis
Title
Executive Director
Phone
7574228700
Signed
2014-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheppard Hc Davis
Formed
1987
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
8

Preparer

Preparer
Judy P Imdahl-king CPA
Phone
7576277672
Raw XML Appendix332 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE CORPORATION WAS FORMED TO MAINTAIN A FUND FOR THE PURPOSES OF EXTENDING FINANCIAL ASSISTANCE TO DESTITUTE, DISABLED, ILL OR NEEDY MEMBERS OF PRINCETON UNIVERSITY'S CLASS OF 1957, THEIR WIDOWS AND CHILDREN.
IRS990/AllOtherContributionsAmt083835
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0SHEPPARD DAVIS
IRS990/BooksInCareOfDetail/PhoneNum07574228700
IRS990/BooksInCareOfDetail/USAddress/AddressLine10401 ATLANTIC AVE 1002
IRS990/BooksInCareOfDetail/USAddress/AddressLine20401 ATLANTIC AVE 1002
IRS990/BooksInCareOfDetail/USAddress/City0VIRGINIA BEACH
IRS990/BooksInCareOfDetail/USAddress/State0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode023451
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt083835
IRS990/CYGrantsAndSimilarPaidAmt091750
IRS990/CYInvestmentIncomeAmt094118
IRS990/CYOtherExpensesAmt04868
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt081335
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt096618
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0177953
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE ASSISTANCE TO FAMILIES WHO ARE DESTITUTE, DISABLED, SICK OR NEEDY AND WHO WERE MEMBERS OF PRINCETON UNIVERSITY'S CLASS OF 1957.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt096618
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt04150
IRS990/FeesForServicesAccountingGrp/TotalAmt04150
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
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/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0SHEPPARD DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm1NATHAN D BACHMAN IV
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT W KENT
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE WHITE JR
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES BERNHEIM
IRS990/Form990PartVIISectionAGrp/PersonNm5DON STREETT
IRS990/Form990PartVIISectionAGrp/PersonNm6RUSTY SWAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRES & TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0214
IRS990/GainOrLossGrp/SecuritiesAmt047005
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt091750
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt091750
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt091750
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0214
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0495205
IRS990/GrossReceiptsAmt0626153
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt046899
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046899
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01527549
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01933005
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0448200
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE CORPORATION WAS FORMED TO MAINTAIN A FUND FOR THE PURPOSES OF EXTENDING FINANCIAL ASSISTANCE TO DESTITUTE, DISABLED, ILL OR NEEDY MEMBERS OF PRINCETON UNIVERSITY'S CLASS OF 1957, THEIR WIDOWS AND CHILDREN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01974789
IRS990/NetAssetsOrFundBalancesEOYAmt02216118
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt047219
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt047219
IRS990/NetUnrlzdGainsLossesInvstAmt0159994
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0TAXES & LICENSE
IRS990/OtherExpensesGrp/Desc1INVESTMENT FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0505
IRS990/OtherExpensesGrp/ProgramServicesAmt1213
IRS990/OtherExpensesGrp/TotalAmt0505
IRS990/OtherExpensesGrp/TotalAmt1213
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SHEPPARD HC DAVIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt057041
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt083800
IRS990/PYInvestmentIncomeAmt045829
IRS990/PYOtherExpensesAmt04100
IRS990/PYRevenuesLessExpensesAmt014970
IRS990/PYTotalExpensesAmt087900
IRS990/PYTotalRevenueAmt0102870
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt081335
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0177953
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0447240
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0283113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt083835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0175756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0206167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0572766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt041542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040074
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042519
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt040953
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0211987
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57360
IRS990ScheduleA/PublicSupportPY170Pct00.53060
IRS990ScheduleA/PublicSupportTotal170Amt0450141
IRS990ScheduleA/SubstantialContributorsTotAmt0122625
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt083835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0175756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0206167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049967
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0572766
IRS990ScheduleA/TotalSupportAmt0784753
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/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt096618
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0159994
IRS990ScheduleD/RevenueNotReportedAmt0159994
IRS990ScheduleD/RevenueSubtotalAmt0177953
IRS990ScheduleD/TotalExpensesPerForm990Amt096618
IRS990ScheduleD/TotalRevenuePerForm990Amt0177953
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0337947
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt096618
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt091750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE TO INDIVIDUALS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONTHLY CHECKS ARE DISTRIBUTED TO RECIPIENTS WITH VARIOUS MENTAL AND PHYSICAL HEALTH PROBLEMS THAT HAVE RESULTED IN THE INABILITY TO WORK. THE TRUSTEES EVALUATE THE NEEDS OF EACH RECIPIENT ON A REGULAR BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATHAN D BACHMAN IV 9546 CUNNINGHAM ROAD CINCINNATI, OH 45243-1620 ROBERT W KENT 23 WYCKOFF WAY CHESTER, NJ 07930 GEORGE WHITE, JR 7050 VALLEY GREENS CIRCLE CARMEL, CA 93923 CHARLES BERNHEIM 33 EAST 70TH STREET NEW YORK, NY 10021-4941 DON STREETT 9012 HAVERFORD TERRACE LANE SAINT LOUIS, MO 63117-1050 RUSTY SWAN 5405 PINEDALE HEIGHTS RAPID CITY, SD 57702-2013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOLLOWING MEMBERS OF THE GOVERNING BODY REVIEW FORM 990: BOB KENT, GEORGE WHITE, JR & SHEPPARD DAVIS. THE RETURN IS SIGNED BY SHEPPARD DAVIS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS WOULD BE MADE AVAILABLE TO THE PUBLIC IF REQUESTED. AUDITED FINANCIAL STATEMENTS ARE REQUIRED WHEN GROSS RECEIPTS EXCEED 500,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01974789
IRS990/TotalAssetsEOYAmt02216118
IRS990/TotalAssetsGrp/BOYAmt01974789
IRS990/TotalAssetsGrp/EOYAmt02216118
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt083835
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt096618
IRS990/TotalFunctionalExpensesGrp/TotalAmt096618
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01974789
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02216118
IRS990/TotalProgramServiceExpensesAmt096618
IRS990/TotalRevenueGrp/ExclusionAmt046899
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047219
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0177953
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01974789
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02216118
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01974789
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02216118
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10401 ATLANTIC AVENUE APARTMENT 1002
IRS990/USAddress/City0VIRGINIA BEACH
IRS990/USAddress/State0VA
IRS990/USAddress/ZIPCode0234516907
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEPPARD HC DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07574228700
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10CLASSMATE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0CLAS
ReturnHeader/Filer/EIN0133211654
ReturnHeader/Filer/PhoneNum07574228700
ReturnHeader/Filer/USAddress/AddressLine10401 ATLANTIC AVENUE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 1002
ReturnHeader/Filer/USAddress/City0VIRGINIA BEACH
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode0234516907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STRICKLAND & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10749 BOUSH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NORFOLK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode023510
ReturnHeader/PreparerPersonGrp/PhoneNum07576277672
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY P IMDAHL-KING CPA
ReturnHeader/ReturnTs02014-05-13T14:43:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,216,118
Liabilities
$0
Net assets
$2,216,118
Revenue
$177,953
Expenses
$96,618
Net income
$81,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.32$0.13$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.11$0.73$0.62
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.05$0.18$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.12$0.16$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.42$0.09$0.33
2019Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.31$0.15$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.15$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.16$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.29$0.08$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.15$0.08$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.18$0.10$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$0.09
2011Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$0.18$0.09$0.09