Civic Intelligence

Therese M Workum Scholarship Fund Inc

990EZ • Fiscal year 2017 • EIN 20-0071689

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 16, 2017

Organization ProfileWWW.WORKUM.ORG
9899 Mistymorn LaneCincinnati, OH 45242

(513) 985-9899

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

28th percentile

-6.5%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

8.0%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-7.2%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$444,697

Up $32,922 (+8.0%) from 2016

Net Assets

Up

$444,697

Up $32,922 (+8.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$29,163

Down $2,262 (-7.2%) from 2016

Expenses

Up

$31,055

Up $4,651 (+18%) from 2016

Net Income

Down

-$1,892

Down $6,913 (-138%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2017

Assets$444,697
Liabilities-
Net Assets$444,697
Open 2017 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$29,163
Expenses$31,055
Net Income-$1,892
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$29,163
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$28,800-
CELEBRATION OF THE ACCOMPLISHMENTS OF THE JEWISH COMMUNITY AND SERVICE TO THE COMMUNITY--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILLIE BIEDirectorPT$0--
AMY MAGENHEIMTreasurerPT$0--
ELLI WORKUMSecretaryPT$0--
CONNIE DREYFOOSBoard Member-$0--
LAURA GLASSMANPresidentPT$0--
KAREN MANDELBoard Member-$0--
ESTHER ZIMMERMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Therese M Workum Scholarship Fund Inc
EIN
20-0071689
Phone
5139859899
Address
9899 MISTYMORN LANE, CINCINNATI, OH 45242

Signing Officer

Name
Amy Magenheim
Title
Treasurer
Signed
2017-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Alex & Company CPAs
Address
8044 Montgomery Road Suite 720, Cincinnati, OH 45236
Preparer
David J Alex
Phone
5137941900
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1209”

Other Expenses.1

“WEBSITE EXPENSE $255”

Other Expenses.2

“MISCELLANEOUS $235”

Other Expenses.3

“FILING FEE - OHIO $100”

Raw XML Appendix179 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/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA GLASSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAREN MANDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ESTHER ZIMMERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt034814
IRS990EZ/OtherExpensesTotalAmt01799
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CELEBRATION OF THE ACCOMPLISHMENTS OF THE JEWISH COMMUNITY AND SERVICE TO THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031055
IRS990EZ/TotalProgramServiceExpensesAmt028800
IRS990EZ/TotalRevenueAmt029163
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WORKUM.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt082501
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02742
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06366
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010660
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07664
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07585
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010000
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt045652
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02742
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06366
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07664
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IRS990ScheduleA/InvestmentIncomeCYPct00.21460
IRS990ScheduleA/InvestmentIncomePYPct00.22480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78540
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024423
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022718
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030303
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0163170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE EXPENSE $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEE - OHIO $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MAGENHEIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THERESE M WORKUM SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0THER
ReturnHeader/Filer/EIN0200071689
ReturnHeader/Filer/PhoneNum05139859899
ReturnHeader/Filer/USAddress/AddressLine1Txt09899 MISTYMORN LANE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alex & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08044 Montgomery Road Suite 720
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045236
ReturnHeader/PreparerPersonGrp/PhoneNum05137941900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David J Alex
ReturnHeader/ReturnTs02017-11-16T08:01:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$444,697
Liabilities
-
Net assets
$444,697
Revenue
$29,163
Expenses
$31,055
Net income
-$1,892
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits