Civic Intelligence

Classmate Fund Inc.

990 • Fiscal year 2018 • EIN 13-3211654

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization ProfileN/A
401 Atlantic Ave 1002 C/O S DavisVirginia Beach, VA 23451-6907

(757) 422-8700

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

17th percentile

-7.9%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-3.2%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,107,548

Down $181,451 (-7.9%) from 2017

Net Assets

Down

$2,107,548

Down $181,451 (-7.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin51st percentile

Revenue

Down

$154,527

Down $5,089 (-3.2%) from 2017

Expenses

Down

$149,288

Down $4,316 (-2.8%) from 2017

Net Income

Down

$5,239

Down $773 (-13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2018

Assets$2,107,548
Liabilities$0
Net Assets$2,107,548
Open 2018 Filing

Operations Trend

Revenue Growth32nd 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

2018

Revenue$154,527
Expenses$149,288
Net Income$5,239
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$3,570,055
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$1,969,859$2,042,212▲ $72,353
Savings and Temporary Cash Investments$319,140$65,161▼ $253,979
Cash and Non-Interest-Bearing Accounts-$175-
Total Assets$2,288,999$2,107,548▼ $181,451
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,288,999$2,107,548▼ $181,451
Total Net Assets Fund Balance$2,288,999$2,107,548▼ $181,451
Total Liabilities and Net Assets / Fund Balance$2,288,999$2,107,548▼ $181,451
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$76,882
Program Service Revenue
$0
Investment Income
$77,645
Other Revenue
$0
All Other Contributions
$76,882
Change in Net Assets
$5,239

Audited Revenue Reconciliation

Revenue per Audited Statements
$154,527
Total Revenue per Audited Statements
$154,527
Total Revenue per Form 990
$154,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$144,470
Other Expenses$4,818
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$144,470--$144,470
Fees for Services Accounting$4,778--$4,778
Fees for Services Other$26--$26
Other Expenses$14--$14
Total Functional Expenses$149,288$0$0$149,288

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$149,288
Total Expenses per Audited Statements$149,288
Total Expenses per Form 990$149,288
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 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: 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

Filer Name
Classmate Fund Inc
EIN
13-3211654
Phone
7574228700
Address
401 ATLANTIC AVE 1002 C/O S DAVIS, VIRGINIA BEACH, VA 23451-6907

Signing Officer

Name
Sheppard Davis
Title
Pres & Treasurer
Phone
7574228700
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheppard Davis
Formed
1987
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Jones CPA Group Pc
Address
11837 ROCK LANDING DRIVE SUITE 202, NEWPORT NEWS, VA 23606
Preparer
Judy P Imdahl-king CPA
Phone
7575963046
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide assistance to families who are destitute, disabled, sick or needy families”

Raw XML Appendix329 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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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE ASSISTANCE TO FAMILIES WHO ARE DESTITUTE, DISABLED, SICK OR NEEDY FAMILIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NATHAN D BACHMAN IV 9546 CUNNINGHAM ROAD CINCINNATI, OH 45243-1620 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/ExplanationTxt2THE FOLLOWING MEMBERS OF THE GOVERNING BODY REVIEW FORM 990: GEORGE WHITE, JR & SHEPPARD DAVIS. THE RETURN IS SIGNED BY SHEPPARD DAVIS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS WOULD BE MADE AVAILABLE TO THE PUBLIC IF REQUESTED. AUDITED FINANCIAL STATEMENTS ARE REQUIRED WHEN GROSS RECEIPTS EXCEED 500,000.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02288999
IRS990/TotalAssetsEOYAmt02107548
IRS990/TotalAssetsGrp/BOYAmt02288999
IRS990/TotalAssetsGrp/EOYAmt02107548
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt076882
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0149288
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149288
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02288999
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02107548
IRS990/TotalOtherProgSrvcExpenseAmt026
IRS990/TotalProgramServiceExpensesAmt0149288
IRS990/TotalRevenueGrp/ExclusionAmt05994
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt071651
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154527
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02288999
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02107548
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02288999
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02107548
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0401 ATLANTIC AVENUE 1002
IRS990/USAddress/CityNm0VIRGINIA BEACH
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd0234516907
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEPPARD DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07574228700
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLASSMATE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0CLAS
ReturnHeader/Filer/EIN0133211654
ReturnHeader/Filer/PhoneNum07574228700
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 ATLANTIC AVE 1002 C/O S DAVIS
ReturnHeader/Filer/USAddress/CityNm0VIRGINIA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0234516907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C3417C6F8AEFF0AE7FD20B1FD1029639B8A08283
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId089E626389C532C91FB334538F678F7A6F773DAD2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.169.132.118
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:09:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541208437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES CPA GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011837 ROCK LANDING DRIVE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT NEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023606
ReturnHeader/PreparerPersonGrp/PhoneNum07575963046
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY P IMDAHL-KING CPA
ReturnHeader/ReturnTs02019-11-14T13:09:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,107,548
Liabilities
$0
Net assets
$2,107,548
Revenue
$154,527
Expenses
$149,288
Net income
$5,239
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