Wilbraham Hampden Academic Trust Inc

990EZ • Fiscal year 2021 • EIN 20-0071675

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

Organization Profile WWW.WHATFUND.ORG

621 Main StWilbraham, MA 01095

(413) 219-3109

Siviq Scores

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

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

22%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

-61%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets56th percentile

Assets

Flat

$74,915

Flat from 2021

Net Assets

$74,915

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin84th percentile

Revenue

Flat

$11,522

Flat from 2021

Expenses

Flat

$6,332

Flat from 2021

Net Income

Flat

$5,190

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

Highlighted filing

2021

Assets$74,915

Liabilities$0

Net Assets$74,915

Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

Highlighted filing

2021

Revenue$11,522

Expenses$6,332

Net Income$5,190

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2020 to Jun 30, 2021
Signed: Nov 11, 2021
Return Version: 2020v4.1
Gross Receipts: $11,522

Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

Description	Grants	Expenses
TO PROVIDE FUNDS THROUGH GRANTS TO CREATE, IMPLEMENT, AND MAINTAIN INNOVATIVE EDUCATIONAL AND ENRICHMENT PROGRAMS IN THE HAMPDEN WILBRAHAM SCHOOL DISTRICT.	$4,920	-

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KANDRA TRANGHESE	Treasurer	-	$0	-	-
KRISTA BROGLE	Clerk	-	$0	-	-
MARC ATKIN	Director	-	$0	-	-
STEVEN WEBSTER	President	PT	$0	-	-

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: 2021-11-11
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 4,920”

Description of other expenses Part I line 16

“Description amountfees 419publicity 139bod insurance 854”

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

“Description amountequity funds 8,541”

Description of other assets Part II line 24

“Category beginning of year end of yearequity funds at cost 39,308 55,794equity fund fmv increase 1,517 7,072”

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 Appendix155 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	MA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	20359
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IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	1395
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	4920
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IRS990EZ/LobbyingActivitiesInd	0	false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KRISTA BROGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MARC ATKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	STEVEN WEBSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	PRESIDENT
IRS990EZ/OperateHospitalInd	0	false
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IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	40825
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	62866
IRS990EZ/OtherChangesInNetAssetsAmt	0	8541
IRS990EZ/OtherExpensesTotalAmt	0	1412
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO PROVIDE FUNDS THROUGH GRANTS TO CREATE, IMPLEMENT, AND MAINTAIN INNOVATIVE EDUCATIONAL AND ENRICHMENT PROGRAMS IN THE HAMPDEN WILBRAHAM SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	4920
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	10127
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	6332
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	11522
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.WHATFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	11522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	29816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	22971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	5158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	3195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	72662
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	5
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	171
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	61390
IRS990ScheduleA/PublicOrganization170Ind	0	X
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IRS990ScheduleA/PublicSupportTotal170Amt	0	72662
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	11522
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	22971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	5158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	3195
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	72662
IRS990ScheduleA/TotalSupportAmt	0	72833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	ACTIVITY VARIOUS EDUCATIONAL AND ENRICHMENT GRANTS GRANTEE HAMPDEN AND WILBRAHAM TEACHERS STREET 621 MAIN ST CITY, STATE, ZIP WILBRAHAM, MA 01095RELATIONSHIP NONE AMOUNT 4,920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION AMOUNTFEES 419PUBLICITY 139BOD INSURANCE 854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION AMOUNTEQUITY FUNDS 8,541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	CATEGORY BEGINNING OF YEAR END OF YEAREQUITY FUNDS AT COST 39,308 55,794EQUITY FUND FMV INCREASE 1,517 7,072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	PRIMARY 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/FormAndLineReferenceDesc	0	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Part III response or note to any other line in Part III
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ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm	0	KANDRA TRANGHESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WILBRAHAM HAMPDEN ACADEMIC TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt	0	WILB
ReturnHeader/Filer/EIN	0	200071675
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	621 MAIN ST
ReturnHeader/Filer/USAddress/CityNm	0	WILBRAHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	01095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Murray Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2341 Boston Rd Ste A120A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Wilbraham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	01095
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4132791049
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Kevin M Murray EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2021-11-15T10:07:13-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	KANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	TRANGHESE
ReturnHeader/TaxPeriodBeginDt	0	2020-07-01
ReturnHeader/TaxPeriodEndDt	0	2021-06-30
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $74,915
Liabilities: $0
Net assets: $74,915
Revenue: $11,522
Expenses: $6,332
Net income: $5,190

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021Detailed filing. Detailed filing data is available for this year.	$74.9	$0.00	$74.9	$11.5	$6.33	$5.19
2021Summary only. Only limited summary data is available for this year.	$74.9	$0.00		$11.5	$6.33	$5.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$61.2	$0.00	$61.2	$29.8	$24.4	$5.44
2019Summary only. Only limited summary data is available for this year.	$40.2	$0.00		$42.3	$14.2	$28.1
2018Summary only. Only limited summary data is available for this year.	$12.1	$0.00		$7.80	$5.17	$2.64
2017Summary only. Only limited summary data is available for this year.	$9.47	$0.00		$6.19	$22.0	$15.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$26.6	$0.00	$26.6	$0.28	$0.97	$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$27.3	$0.00	$27.3	$13.0	$0.97	$14.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$42.3	$1.04	$41.2	$9.97	$9.75	$0.22