Civic Intelligence

The Sweetgrass Foundation

990PF • Fiscal year 2015 • EIN 16-1414871

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization Profile
346 Miner Street RoadCanton, NY 13617

(315) 324-5404

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

6th percentile

-114%

Higher net margin than 6% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

17th percentile

-8.2%

Faster asset growth than 17% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-42%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$968,140

Down $86,952 (-8.2%) from 2014

Net Assets

Down

$968,040

Down $83,827 (-8.0%) from 2014

Liabilities

Down

$100

Down $3,125 (-97%) from 2014

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin6th percentile

Revenue

Down

$30,110

Down $21,746 (-42%) from 2014

Expenses

Down

$64,364

Down $1,451 (-2.2%) from 2014

Net Income

Down

-$34,254

Down $20,295 (-145%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,077,678Liabilities 2010: $3,418Net Assets 2010: $1,074,2602010Assets 2011: $992,490Liabilities 2011: $3,794Net Assets 2011: $988,6962011Assets 2012: $989,808Liabilities 2012: $3,361Net Assets 2012: $986,4472012Assets 2013: $1,066,505Liabilities 2013: $4,747Net Assets 2013: $1,061,7582013Assets 2014: $1,055,092Liabilities 2014: $3,225Net Assets 2014: $1,051,8672014Assets 2015: $968,140Liabilities 2015: $100Net Assets 2015: $968,0402015Assets 2016: $1,011,662Liabilities 2016: $5,250Net Assets 2016: $1,006,4122016Assets 2017: $1,077,039Liabilities 2017: $861Net Assets 2017: $1,076,1782017Assets 2018: $938,582Liabilities 2018: $100Net Assets 2018: $938,4822018Assets 2019: $1,036,557Liabilities 2019: $250Net Assets 2019: $1,036,3072019Assets 2020: $1,091,920Liabilities 2020: $250Net Assets 2020: $1,091,6702020Assets 2021: $1,158,410Liabilities 2021: $682Net Assets 2021: $1,157,7282021Assets 2022: $953,534Liabilities 2022: $690Net Assets 2022: $952,8442022Assets 2023: $1,006,907Liabilities 2023: $744Net Assets 2023: $1,006,1632023Assets 2024: $1,036,172Liabilities 2024: $250Net Assets 2024: $1,035,9222024

Highlighted filing

2015

Assets$968,140
Liabilities$100
Net Assets$968,040
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $145,9272010Expenses 2011: $111,2942011Expenses 2012: $109,7722012Revenue 2013: $139,285Expenses 2013: $55,760Net Income 2013: $83,5252013Revenue 2014: $51,856Expenses 2014: $65,815Net Income 2014: -$13,9592014Revenue 2015: $30,110Expenses 2015: $64,364Net Income 2015: -$34,2542015Revenue 2016: $30,403Expenses 2016: $50,212Net Income 2016: -$19,8092016Revenue 2017: $61,006Expenses 2017: $56,548Net Income 2017: $4,4582017Revenue 2018: $46,005Expenses 2018: $85,950Net Income 2018: -$39,9452018Revenue 2019: $49,631Expenses 2019: $60,194Net Income 2019: -$10,5632019Revenue 2020: $30,842Expenses 2020: $44,395Net Income 2020: -$13,5532020Revenue 2021: $72,168Expenses 2021: $63,111Net Income 2021: $9,0572021Revenue 2022: $40,513Expenses 2022: $51,642Net Income 2022: -$11,1292022Revenue 2023: $76,553Expenses 2023: $70,939Net Income 2023: $5,6142023Revenue 2024: $75,976Expenses 2024: $61,793Net Income 2024: $14,1832024

Highlighted filing

2015

Revenue$30,110
Expenses$64,364
Net Income-$34,254
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN NEWELLPresident/Treasurer-$0--
CATHERINE NEWELLVice President/Secretary-$0--
MARK SCARLETTDirector-$0--
MARY ANN NARENKIVICIUSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sweetgrass Foundation
EIN
16-1414871
Phone
3153245404
Address
346 MINER STREET ROAD, CANTON, NY 13617

Signing Officer

Name
Allan Newell
Title
President
Phone
3153245404
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Whalen Davey & Looney CPA Llp
Address
414 Jay Street, Ogdensburg, NY 13669
Preparer
Patrick J Dowdle CPA
Phone
3153931910
Raw XML AppendixShowing 400 of 758 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD GNMA FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ISHARES CORE S&P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ISHARES ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4RIDGEWORTH SEIX FLOAT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD GNMA FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DFA EMERGING MARKETS SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ISHARES MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SCHWAB EMERGING MARKETS EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DFA EMERGING MARKETS SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ISHARES CORE S&P MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ISHARES CORE S&P MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ISHARES CORE S&P 500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ISHARES MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SCHWAB INTERNATNAL SMALLCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SCHWAB US AGGREGATE BONDETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SCHWAB US AGGREGATE BONDETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SCHWAB US AGGREGATE BONDETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SCHWAB US AGGREGATE BONDETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19ISHARES CORE MSCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20ISHARES CORE MSCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21UBS E TRACS ALERIAN MLP INFRASTR ETN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02262
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-34254
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt049573
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01017613
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01051867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0968040
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt049624
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt049624
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt049624
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050226
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0602
IRS990PF/DistributableAmountGrp/TotalTaxAmt0602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0602
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01644
IRS990PF/FMVAssetsEOYAmt0968140
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02975
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0540629
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0488318
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0488318
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0144172
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0129325
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0129325
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0357755
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0337519
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0337519
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01752
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01042
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01042
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010784
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011936
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011936
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01055092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0968140
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0968140
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03225
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01055092
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0968140
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01051867
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0968040
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01051867
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0968040
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01019810
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01019810
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015297
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050226
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01004513
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01019810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALLAN NEWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CATHERINE NEWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK SCARLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARY ANN NARENKIVICIUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0170 NEWELL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1MINER STREET ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2BUTLER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3STATE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HAMMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CANTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HAMMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3OGDENSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd013646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd113617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd213646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd313669
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt086421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt086722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt055180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt043656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt099416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0101600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0135371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.086033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.100939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.100711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.132644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01004513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01052522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01004837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0984913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01008832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01020558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt054500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.430166
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt054500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt054500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt054500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CATHERINE B NEWELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$968,140
Liabilities
$100
Net assets
$968,040
Revenue
$30,110
Expenses
$64,364
Net income
-$34,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.01$1.01$0.03$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.03$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.05$0.05$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.06$0.14$0.06$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.11
2011Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.07$0.15