Civic Intelligence

Wilbraham Hampden Academic Trust Inc

990EZ • Fiscal year 2020 • EIN 20-0071675

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 28, 2020

621 Main StWilbraham, MA 01095

(413) 219-3109

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

52%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-30%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$61,184

Up $20,972 (+52%) from 2019

Net Assets

$61,184

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$29,816

Down $12,512 (-30%) from 2019

Expenses

Up

$24,378

Up $10,153 (+71%) from 2019

Net Income

Down

$5,438

Down $22,665 (-81%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $42,256Liabilities 2011: $1,035Net Assets 2011: $41,2212011Assets 2012: $27,256Liabilities 2012: $0Net Assets 2012: $27,2562012Assets 2013: $26,561Liabilities 2013: $0Net Assets 2013: $26,5612013Assets 2017: $9,474Liabilities 2017: $02017Assets 2018: $12,109Liabilities 2018: $02018Assets 2019: $40,212Liabilities 2019: $02019Assets 2020: $61,184Liabilities 2020: $0Net Assets 2020: $61,1842020Assets 2021: $74,915Liabilities 2021: $02021

Highlighted filing

2020

Assets$61,184
Liabilities$0
Net Assets$61,184

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $9,966Expenses 2011: $9,747Net Income 2011: $2192011Revenue 2012: -$12,993Expenses 2012: $972Net Income 2012: -$13,9652012Revenue 2013: $276Expenses 2013: $971Net Income 2013: -$6952013Revenue 2017: $6,192Expenses 2017: $22,012Net Income 2017: -$15,8202017Revenue 2018: $7,803Expenses 2018: $5,168Net Income 2018: $2,6352018Revenue 2019: $42,328Expenses 2019: $14,225Net Income 2019: $28,1032019Revenue 2020: $29,816Expenses 2020: $24,378Net Income 2020: $5,4382020Revenue 2021: $11,522Expenses 2021: $6,332Net Income 2021: $5,1902021

Highlighted filing

2020

Revenue$29,816
Expenses$24,378
Net Income$5,438
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$29,816
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
TO PROVIDE FUNDS THROUGH GRANTS TO CREATE, IMPLEMENT, AND MAINTAIN INNOVATIVE EDUCATIONAL AND ENRICHMENT PROGRAMS IN THE HAMPDEN WILBRAHAM SCHOOL DISTRICT.$14,435-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINA KOWALSKIPresident-$0--
KANDRA TRANGHESETreasurer-$0--
KRISTA BROGLEClerk-$0--
MARC ATKINDirector-$0--
STEVEN WEBSTERVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$29,816$19,666$8,879$10,787
Total Events$29,816$19,666$8,879$10,787
Filing and Contact Details

Filer

Filer Name
Wilbraham Hampden Academic Trust Inc
EIN
20-0071675
Address
621 MAIN ST, WILBRAHAM, MA 01095

Signing Officer

Name
Kandra Tranghese
Title
Treasurer
Phone
4132193109
Signed
2020-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Murray Tax Services
Address
2341 Boston Rd Ste A120A, Wilbraham, MA 01095
Preparer
Kevin M Murray EA
Phone
4132791049
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity various educational and enrichment grants grantee hampden and wilbraham teachers street 621 main st city, state, zip wilbraham, ma 01095relationship none amount 14,435

Description of other expenses Part I line 16

Description amountfundraising expenses 8,879

Other changes in net assets or fund balances Part I line 20

Description amountequity funds 15,534

Description of other assets Part II line 24

Category beginning of year end of yearequity funds at cost 18,015 39,308equity fund fmv increase 0 1,517

Part III response or note to any other line in Part III

Primary exempt purpose- grantmaking for programs in schools int he hampden wilbraham regional school district that are outside of normal and expected public funding.

Raw XML Appendix181 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVEN WEBSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990ScheduleG/EmailSolicitationsInd0X
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IRS990ScheduleG/InPersonSolicitationsInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY VARIOUS EDUCATIONAL AND ENRICHMENT GRANTS GRANTEE HAMPDEN AND WILBRAHAM TEACHERS STREET 621 MAIN ST CITY, STATE, ZIP WILBRAHAM, MA 01095RELATIONSHIP NONE AMOUNT 14,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTFUNDRAISING EXPENSES 8,879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTEQUITY FUNDS 15,534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEAREQUITY FUNDS AT COST 18,015 39,308EQUITY FUND FMV INCREASE 0 1,517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIMARY EXEMPT PURPOSE- GRANTMAKING FOR PROGRAMS IN SCHOOLS INT HE HAMPDEN WILBRAHAM REGIONAL SCHOOL DISTRICT THAT ARE OUTSIDE OF NORMAL AND EXPECTED PUBLIC FUNDING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III response or note to any other line in Part III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KANDRA TRANGHESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
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ReturnHeader/Filer/EIN0200071675
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ReturnHeader/PreparerPersonGrp/PhoneNum04132791049
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-12T13:06:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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