Civic Intelligence

Therese M Workum Scholarship Fund Inc

EIN 20-0071689 • 501(c)3 • Leland, MI

Profile

Advance human welfare through service to the jewish community and encourage volunteerism to support jewish service agencies in the community. Provide clerical and office support to jewish organizations to further enhance the strength of the jewish community.

PO Box 276Leland, MI 49654

www.workum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

13th percentile

-67%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $486,242 (-100%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $486,242 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$10,350

Down $21,303 (-67%) from 2020

Expenses

Down

$576

Down $16,736 (-97%) from 2020

Net Income

Down

$9,774

Down $4,567 (-32%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $315,965Liabilities 2011: $02011Assets 2012: $354,664Liabilities 2012: $02012Assets 2013: $379,147Liabilities 2013: $02013Assets 2014: $412,892Liabilities 2014: $02014Assets 2015: $388,033Net Assets 2015: $388,0332015Assets 2016: $411,775Net Assets 2016: $411,7752016Assets 2017: $444,697Net Assets 2017: $444,6972017Assets 2018: $453,585Net Assets 2018: $453,5852018Assets 2019: $460,359Net Assets 2019: $460,3592019Assets 2020: $486,242Net Assets 2020: $486,2422020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities-
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $27,127Expenses 2011: $27,210Net Income 2011: -$832011Revenue 2012: $35,216Expenses 2012: $26,267Net Income 2012: $8,9492012Revenue 2013: $30,303Expenses 2013: $33,897Net Income 2013: -$3,5942013Revenue 2014: $32,087Expenses 2014: $36,407Net Income 2014: -$4,3202014Revenue 2015: $40,192Expenses 2015: $37,982Net Income 2015: $2,2102015Revenue 2016: $31,425Expenses 2016: $26,404Net Income 2016: $5,0212016Revenue 2017: $29,163Expenses 2017: $31,055Net Income 2017: -$1,8922017Revenue 2018: $42,527Expenses 2018: $33,165Net Income 2018: $9,3622018Revenue 2019: $29,694Expenses 2019: $30,358Net Income 2019: -$6642019Revenue 2020: $31,653Expenses 2020: $17,312Net Income 2020: $14,3412020Revenue 2021: $10,350Expenses 2021: $576Net Income 2021: $9,7742021

Highlighted filing

2021

Revenue$10,350
Expenses$576
Net Income$9,774
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$10,350
Expenses
$576
Net income
$9,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.10$0.01$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.86$4.86$0.32$0.17$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.60$4.60$0.30$0.30$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.54$4.54$0.43$0.33$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.45$4.45$0.29$0.31$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.12$4.12$0.31$0.26$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.88$3.88$0.40$0.38$0.02
2014Summary only. Only limited summary data is available for this year.$4.13$0.00$0.32$0.36$0.04
2013Summary only. Only limited summary data is available for this year.$3.79$0.00$0.30$0.34$0.04
2012Summary only. Only limited summary data is available for this year.$3.55$0.00$0.35$0.26$0.09
2011Summary only. Only limited summary data is available for this year.$3.16$0.00$0.27$0.27$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Feb 22, 2022
Return Version
2020v4.0
Gross Receipts
$10,350
Mission and Program Overview

Mission

Advance human welfare through service to the jewish community and encourage volunteerism to support jewish service agencies in the community. Provide clerical and office support to jewish organizations to further enhance the strength of the jewish community.

Program Services

DescriptionGrantsExpenses
INTERNSHIP PROGRAM TO HELP STUDENTS BECOME INVOLVED IN THE COMMUNITY THROUGH SERVICE TO JEWISH ORGANIZATIONS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY MAGENHEIMBoard MemberPT$0--
ELLI WORKUMTreasurer/Sec'YPT$0--
CONNIE DREYFOOSBoard Member-$0--
LAURA GLASSMANPresidentPT$0--
ESTHER ZIMMERMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Therese M Workum Scholarship Fund Inc
EIN
20-0071689
Phone
5135204613
Address
PO BOX 276, LELAND, MI 49654

Signing Officer

Name
Elli Workum
Title
Treasurer/SEC'Y
Signed
2022-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Alex & Company
Address
8044 Montgomery Rd 420, Cincinnati, OH 45236
Preparer
David J Alex CPA
Phone
5137941900
Supplemental Narrative

Additional Explanations

Other Expenses.1

“WEBSITE EXPENSE $108”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELLI WORKUM
IRS990EZ/BooksInCareOfDetail/PhoneNum05135204613
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 276
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LELAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049654
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0486242
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09774
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0468
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0486242
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt010350
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010350
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0486242
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0486242
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY MAGENHEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELLI WORKUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CONNIE DREYFOOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA GLASSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ESTHER ZIMMERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer/SEC'Y
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-496016
IRS990EZ/OtherExpensesTotalAmt0108
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCE HUMAN WELFARE THROUGH SERVICE TO THE JEWISH COMMUNITY AND ENCOURAGE VOLUNTEERISM TO SUPPORT JEWISH SERVICE AGENCIES IN THE COMMUNITY. PROVIDE CLERICAL AND OFFICE SUPPORT TO JEWISH ORGANIZATIONS TO FURTHER ENHANCE THE STRENGTH OF THE JEWISH COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INTERNSHIP PROGRAM TO HELP STUDENTS BECOME INVOLVED IN THE COMMUNITY THROUGH SERVICE TO JEWISH ORGANIZATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0576
IRS990EZ/TotalRevenueAmt010350
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WORKUM.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt073629
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010350
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07287
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011766
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02742
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039186
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010350
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011766
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02742
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039186
IRS990ScheduleA/InvestmentIncomeCYPct00.29500
IRS990ScheduleA/InvestmentIncomePYPct00.22870
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70500
IRS990ScheduleA/PublicSupportPY509Pct00.77130
IRS990ScheduleA/PublicSupportTotal509Amt093629
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026421
IRS990ScheduleA/Total509Grp/TotalAmt093629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029163
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132815
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH & SECURITIES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-07-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0311451489
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0551512
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0WELLS FARGO ADVISORS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt08044 MONTGOMERY ROAD SUITE 516
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0CINCINNATI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd045236
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEBSITE EXPENSE $108
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLI WORKUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/SEC'Y
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THERESE M WORKUM SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0THER
ReturnHeader/Filer/EIN0200071689
ReturnHeader/Filer/PhoneNum05135204613
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 276
ReturnHeader/Filer/USAddress/CityNm0LELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049654
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311710612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alex & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08044 Montgomery Rd 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045236
ReturnHeader/PreparerPersonGrp/PhoneNum05137941900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David J Alex CPA
ReturnHeader/ReturnTs02022-02-22T07:00:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WORKUM
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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