Civic Intelligence

MV Vision Fellowship Fund

990 • Fiscal year 2013 • EIN 13-4200820

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.VINEYARDVISION.ORG
111 Radio Circle10549

(914) 242-2385

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

1st percentile

-264%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

93rd percentile

$436,045

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 101.4% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

19th percentile

-4.4%

Faster asset growth than 19% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$9,503,867

Down $433,427 (-4.4%) from 2012

Net Assets

Down

$9,503,226

Down $434,068 (-4.4%) from 2012

Liabilities

Up

$641

Up $641 from 2012

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin1st percentile

Revenue

$429,916

No earlier filing loaded for comparison.

Expenses

Up

$1,565,265

Up $713,325 (+84%) from 2012

Net Income

-$1,135,349

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$15M$10M$5.0M$0Assets 2010: $11,050,038Liabilities 2010: $0Net Assets 2010: $11,050,0382010Assets 2011: $10,465,117Liabilities 2011: $0Net Assets 2011: $10,465,1172011Assets 2012: $9,937,294Liabilities 2012: $0Net Assets 2012: $9,937,2942012Assets 2013: $9,503,867Liabilities 2013: $641Net Assets 2013: $9,503,2262013Assets 2014: $9,368,109Liabilities 2014: $67Net Assets 2014: $9,368,0422014Assets 2015: $7,731,019Liabilities 2015: $5,220Net Assets 2015: $7,725,7992015Assets 2016: $7,112,335Liabilities 2016: $0Net Assets 2016: $7,112,3352016Assets 2017: $6,715,433Liabilities 2017: $0Net Assets 2017: $6,715,4332017Assets 2018: $5,946,761Liabilities 2018: $0Net Assets 2018: $5,946,7612018Assets 2019: $8,794,269Liabilities 2019: $12,500Net Assets 2019: $8,781,7692019Assets 2020: $8,624,895Liabilities 2020: $16,500Net Assets 2020: $8,608,3952020Assets 2021: $8,195,797Liabilities 2021: $17,588Net Assets 2021: $8,178,2092021Assets 2022: $6,468,251Liabilities 2022: $19,235Net Assets 2022: $6,449,0162022Assets 2023: $6,553,217Liabilities 2023: $24,457Net Assets 2023: $6,528,7602023Assets 2024: $6,884,352Liabilities 2024: $14,816Net Assets 2024: $6,869,5362024Assets 2025: $7,254,713Liabilities 2025: $2,385Net Assets 2025: $7,252,3282025

Highlighted filing

2013

Assets$9,503,867
Liabilities$641
Net Assets$9,503,226
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $866,9382010Expenses 2011: $998,3282011Expenses 2012: $851,9402012Revenue 2013: $429,916Expenses 2013: $1,565,265Net Income 2013: -$1,135,3492013Revenue 2014: $835,752Expenses 2014: $1,067,056Net Income 2014: -$231,3042014Revenue 2015: $294,920Expenses 2015: $1,211,829Net Income 2015: -$916,9092015Revenue 2016: $623,516Expenses 2016: $1,261,485Net Income 2016: -$637,9692016Revenue 2017: $856,999Expenses 2017: $1,414,245Net Income 2017: -$557,2462017Revenue 2018: $911,637Expenses 2018: $909,680Net Income 2018: $1,9572018Revenue 2019: $3,311,450Expenses 2019: $1,143,134Net Income 2019: $2,168,3162019Revenue 2020: $454,730Expenses 2020: $901,304Net Income 2020: -$446,5742020Revenue 2021: $1,007,619Expenses 2021: $1,258,994Net Income 2021: -$251,3752021Revenue 2022: $196,206Expenses 2022: $761,071Net Income 2022: -$564,8652022Revenue 2023: $59,735Expenses 2023: $447,806Net Income 2023: -$388,0712023Revenue 2024: $819,452Expenses 2024: $1,037,773Net Income 2024: -$218,3212024Revenue 2025: $1,210,258Expenses 2025: $982,704Net Income 2025: $227,5542025

Highlighted filing

2013

Revenue$429,916
Expenses$1,565,265
Net Income-$1,135,349
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$429,916
Mission and Program Overview

Mission

To empower students to develop themselves as critical thinkers, compassionate citizens, and engaged participants in local and world affairs.

The primary exempt purpose of The Philip Evans Scholarship Foundation is to provide an extraordinary higher education for selected scholars.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,424,277$8,805,377▲ $381,100
Savings and Temporary Cash Investments$1,511,546$694,411▼ $817,135
Land, Buildings, and Equipment, Net$0$977▲ $977
Prepaid Expenses and Deferred Charges$143$102▼ $41
Total Assets$9,937,294$9,503,867▼ $433,427
Other Assets Total$1,328$3,000▲ $1,672
Liabilities
Accounts Payable and Accrued Expenses-$641-
Total Liabilities$0$641▲ $641
Net Assets / Fund Balance
Unrestricted Net Assets$9,937,294$9,503,226▼ $434,068
Total Net Assets Fund Balance$9,937,294$9,503,226▼ $434,068
Total Liabilities and Net Assets / Fund Balance$9,937,294$9,503,867▼ $433,427

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$977$108$1,085
Other Securities$8,805,377--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn ChampExecutive DirectorFT$104,533$27,743$132,276

Board Members and Trustees

NameTitle
Nancy McCabePresident
Elizabeth McCormackDirector
Jerome KohlbergDirector
Karen DavisDirector
Nancy S KohlbergDirector
Jennifer MagnoneV.P/Sect'y/Treas.
Revenue and Support

Revenue Composition

Contributions and Grants
$250,000
Program Service Revenue
$0
Investment Income
$222,039
Other Revenue
$-42,123
All Other Contributions
$250,000
Change in Net Assets
$-1,135,349

Audited Revenue Reconciliation

Revenue per Audited Statements
$429,916
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$701,281
Total Revenue per Audited Statements
$1,131,197
Total Revenue per Form 990
$429,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,277,046
Salaries, Compensation, and Employee Benefits$204,818
Other Expenses$83,401
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$926,037--$926,037
Grants to Domestic Individuals$351,009--$351,009
Current Officers, Directors, Trustees, and Key Employees$92,593$39,683-$132,276
Other Salaries and Wages$51,510$6,004-$57,514
Fees for Services Legal$665$23,828-$24,493
Fees for Services Accounting$530$18,984-$19,514
Office Expenses$3,953$11,456-$15,409
Payroll Taxes$9,062$3,884-$12,946
Insurance-$8,738-$8,738
Conferences and Meetings$6,864--$6,864
Travel$3,645--$3,645
Pension Plan Contributions$1,401$600-$2,001
Other Expenses$150$389-$389
All Other Expenses-$303-$303
Fees for Services Other$4$159-$163
Depreciation Depletion-$108-$108
Other Employee Benefits$57$24-$81
Total Functional Expenses$1,448,147$117,118$0$1,565,265

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,565,265
Total Expenses per Audited Statements$1,565,265
Total Expenses per Form 990$1,565,265
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13-1740469-501(c)(3)Support McCormack Scholars$535,518
23-7050397-501(c)(3)Support new WCC Veterans CenterSupport new WCC Veterans Center$217,000
23-1352683-501(c)(3)Evans Scholars ProgramEvans Scholars ProgramEvans Scholars Program Balance of commitments 2013-2016Evans Scholars ProgramEvans Scholars Program$160,000
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
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
Yes
Other officer compensation reviewed
Yes
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, Section A, line 2

“Karen Davis, Jerome Kohlberg and Nancy Kohlberg are members of the same family. Nancy McCabe is an officer and employee of The Kohlberg Foundation, a separate but related entity where Jerome Kohlberg and Elizabeth McCormack are directors.”

Form 990, Part VI, Section B, line 11

“A PDF version of the Form 990 is distributed via email to each officer and director before the Form 990 is filed with a request for acknowledgement, questions and comments due by the filing date.”

Form 990, Part VI, Section B, line 12C

“Each year every member reviews and signs a disclosure form at the annual meeting. All contracts, grants and awards are screened to identify any conflicts and ensure all affiliated parties recuse themselves appropriately.”

Form 990, Part VI, Section B, line 15

“There is a compensation committee who reviews all salary actions and recommends to the full board for a vote. We use Council on Foundations salary survey for comparability.”

Form 990, Part VI, Section C, line 19

“The organization makes it's governing documents, conflict of interest policy and financial statements available to the public upon request. The form 990 is also available on guidestar.”

Filing and Contact Details

Filer

EIN
13-4200820
Phone
9142422385

Signing Officer

Name
Nancy McCabe
Title
President
Phone
9142422385
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
De
Voting Board Members
6
Independent Board Members
5
Employees
4
Volunteers
0

Preparer

Preparer
Lawrence Goldberg
Phone
2039758830
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a committee that is responsible for the oversight of the audit, its financial statements as well as the selection of an independent accountant. The process has not changed from the prior year.”

Financial Statement Notes

Part X, Line 2:

“The Foundation evaluates all significant tax provisions as required by accounting practices generally accepted in the United States of America. As of December 31, 2013, the Foundation does not believe that it has taken any positions that would require recording of any additional tax liability nor does it believe that there are any unrealized tax benefits that would either increase or decrease within the next year. The Foundation is no longer subject to audits by the applicable taxing authorities for the periods prior to 2010.”

Raw XML AppendixShowing 400 of 563 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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IRS990/Desc0Evans Scholars Program at Swarthmore College.In 2013 the program provided need-based tuition, room and board, computers and opportunity grants for study, internships, volunteer, travel and research to 28 students. Foundation staff traveled bi-weekly to campus for individual counseling and mentorship, and on-campus group events and field trips. The program also organized alumni events and distributed grants to alumni who have established or serve on boards of nonprofit organizations. New Evans Scholars were selected in June. As of January 1, 2014, the program will be administered by Swarthmore College. The Foundation will no longer manage this program.
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0143
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0102
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Martha's Vineyard Vision FellowshipIn 2013, the Philip Evans Scholarship Foundation supported 17 individuals form Martha's Vineyard working in fields related to sustainablility on the Island through the Martha's Vineyard Vision Fellowship. The Fellowship provided tuition, room and board, computers and opportunity grants for individuals in undergraduate and gradute degree programs and provided funds for career enhancement activities for professionals in non-degree programs. Foundation staff traveled to Martha's Vineyard in May-August 2013 for group events and meetings. New Vision Fellows were interviewed and selected in March. As of January 1, 2014, an on-island program officer will manage this program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0349794
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0259989
IRS990/ProgSrvcAccomActy3Grp/Desc0Elizabeth McCormack Scholars Program at Manhattanville College.In 2013 the McCormack Scholars program supported 11 undergraduate students at Manhattanville College by providing need-based tuition, room and board, computer, and opportunity grants for travel, study, internships, volunteering and research. Foundation staff provided individual counseling and mentorship and organized on and off campus group events. As of January 1, 2014, the program will be administered by Manhattanville College. The Foundation will no longer manage this program.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0601735
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0575420
IRS990/ProgSrvcAccomActyOtherGrp/Desc0One-time grant to Westchester Community College for its support of Veterans Programs.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0217000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0217000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0110000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0517661
IRS990/PYInvestmentIncomeAmt0421184
IRS990/PYOtherExpensesAmt086434
IRS990/PYOtherRevenueAmt0-111555
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-432311
IRS990/PYSalariesCompEmpBnftPaidAmt0247845
IRS990/PYTotalExpensesAmt0851940
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0419629
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1135349
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01511546
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0694411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0250000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0110000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0610000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0880541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0460725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02311266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt099351
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-24978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036807
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0132320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0163725
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0407225
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40850
IRS990ScheduleA/PublicSupportPY170Pct00.48410
IRS990ScheduleA/PublicSupportTotal170Amt01110636
IRS990ScheduleA/SubstantialContributorsTotAmt01200630
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0250000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0110000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0610000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0880541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0460725
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02311266
IRS990ScheduleA/TotalSupportAmt02718491
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0977
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0108
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01085
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01565265
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0701281
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08805377
IRS990ScheduleD/OtherSecuritiesGrp/Desc0KISCO TAX-EXEMPT INVESTORS LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0701281
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0429916
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation evaluates all significant tax provisions as required by accounting practices generally accepted in the United States of America. As of December 31, 2013, the Foundation does not believe that it has taken any positions that would require recording of any additional tax liability nor does it believe that there are any unrealized tax benefits that would either increase or decrease within the next year. The Foundation is no longer subject to audits by the applicable taxing authorities for the periods prior to 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0977
IRS990ScheduleD/TotalBookValueSecuritiesAmt08805377
IRS990ScheduleD/TotalExpensesPerForm990Amt01565265
IRS990ScheduleD/TotalRevenuePerForm990Amt0429916
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01131197
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01565265
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0208420
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1111481
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt226000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt35108
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Tuition/Program fee, room and board living expenses (credit and non-credit programs)
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Opportunity Grants (travel, study abroad and other education enrichment)
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Sponsor Grants to individuals (intern stipend)
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Computer Grants to individuals
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt137
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt26
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt35
IRS990ScheduleI/RecipientTable/CashGrantAmt0160000
IRS990ScheduleI/RecipientTable/CashGrantAmt1217000
IRS990ScheduleI/RecipientTable/CashGrantAmt2535518
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Evans Scholars ProgramEvans Scholars ProgramEvans Scholars Program Balance of commitments 2013-2016Evans Scholars ProgramEvans Scholars Program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Support new WCC Veterans CenterSupport new WCC Veterans Center
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Support McCormack Scholars
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Swarthmore College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Westchester Community College Foundation Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Manhattanville College
IRS990ScheduleI/RecipientTable/RecipientEIN0231352683
IRS990ScheduleI/RecipientTable/RecipientEIN1237050397
IRS990ScheduleI/RecipientTable/RecipientEIN2131740469
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10500 College Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1175 Grasslands Rd Hartford Hall
IRS990ScheduleI/RecipientTable/USAddress/AddressLine122900 Purchase Street
IRS990ScheduleI/RecipientTable/USAddress/City0Swarthmore
IRS990ScheduleI/RecipientTable/USAddress/City1Valhalla
IRS990ScheduleI/RecipientTable/USAddress/City2Purchase
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/State1NY
IRS990ScheduleI/RecipientTable/USAddress/State2NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode019081
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode110595
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode210577
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The foundation requires proposals for use of funds, budgets, documentation and receipts.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0375780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt060265
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Nancy McCabe
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0436045
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Karen Davis, Jerome Kohlberg and Nancy Kohlberg are members of the same family. Nancy McCabe is an officer and employee of The Kohlberg Foundation, a separate but related entity where Jerome Kohlberg and Elizabeth McCormack are directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A PDF version of the Form 990 is distributed via email to each officer and director before the Form 990 is filed with a request for acknowledgement, questions and comments due by the filing date.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each year every member reviews and signs a disclosure form at the annual meeting. All contracts, grants and awards are screened to identify any conflicts and ensure all affiliated parties recuse themselves appropriately.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There is a compensation committee who reviews all salary actions and recommends to the full board for a vote. We use Council on Foundations salary survey for comparability.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes it's governing documents, conflict of interest policy and financial statements available to the public upon request. The form 990 is also available on guidestar.

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
$9,503,867
Liabilities
$641
Net assets
$9,503,226
Revenue
$429,916
Expenses
$1,565,265
Net income
-$1,135,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$1.21$0.98$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$0.01$6.87$0.82$1.04$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.02$6.53$0.06$0.45$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.02$6.45$0.20$0.76$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.02$8.18$1.01$1.26$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$0.02$8.61$0.45$0.90$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.01$8.78$3.31$1.14$2.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.91$0.91$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.00$6.72$0.86$1.41$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.62$1.26$0.64
2015Summary only. Only limited summary data is available for this year.$7.73$0.01$7.73$0.29$1.21$0.92
2014Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.84$1.07$0.23
2013Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.43$1.57$1.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.94$0.00$9.94$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.00$10.5$1.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.00$11.1$0.87