Civic Intelligence

Classmate Fund Inc.

990 • Fiscal year 2019 • EIN 13-3211654

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

103%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,486,664

Up $379,116 (+18%) from 2018

Net Assets

Up

$2,486,664

Up $379,116 (+18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin92nd percentile

Revenue

Up

$313,599

Up $159,072 (+103%) from 2018

Expenses

Up

$150,768

Up $1,480 (+1.0%) from 2018

Net Income

Up

$162,831

Up $157,592 (+3008%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

Assets$2,486,664
Liabilities$0
Net Assets$2,486,664
Open 2019 Filing

Operations Trend

Revenue Growth93rd 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

2019

Revenue$313,599
Expenses$150,768
Net Income$162,831
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.0
Gross Receipts
$1,079,999
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$2,042,212$1,760,736▼ $281,476
Cash and Non-Interest-Bearing Accounts$175$574,243▲ $574,068
Savings and Temporary Cash Investments$65,161$145,580▲ $80,419
Accounts Receivable-$6,105-
Total Assets$2,107,548$2,486,664▲ $379,116
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,107,548$2,486,664▲ $379,116
Total Net Assets Fund Balance$2,107,548$2,486,664▲ $379,116
Total Liabilities and Net Assets / Fund Balance$2,107,548$2,486,664▲ $379,116
Compensation and Service Providers
Top Officer Pay36th 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
$88,007
Program Service Revenue
$0
Investment Income
$225,592
Other Revenue
$0
All Other Contributions
$88,007
Change in Net Assets
$162,831

Audited Revenue Reconciliation

Revenue per Audited Statements
$313,599
Total Revenue per Audited Statements
$313,599
Total Revenue per Form 990
$313,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,870
Other Expenses$4,898
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$145,870--$145,870
Fees for Services Accounting$4,784--$4,784
Other Expenses$30--$30
Total Functional Expenses$150,768$0$0$150,768

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$150,768
Total Expenses per Audited Statements$150,768
Total Expenses per Form 990$150,768
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
Business relationship with 35% controlled entity
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
2020-11-04
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 Appendix330 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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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES CPA GROUP PC
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ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,486,664
Liabilities
$0
Net assets
$2,486,664
Revenue
$313,599
Expenses
$150,768
Net income
$162,831
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