Civic Intelligence

Westerly Education Endowment Fund Inc.

990 • Fiscal year 2014 • EIN 20-1963637

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 19, 2015

Organization Profileweefri.org
PO Box 1219Westerly, RI 02891

(401) 829-7494

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-34%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$56,680

Up $7,914 (+16%) from 2013

Net Assets

Up

$56,680

Up $7,914 (+16%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Down

$30,699

Down $16,100 (-34%) from 2013

Expenses

Down

$22,785

Down $23,104 (-50%) from 2013

Net Income

Up

$7,914

Up $7,004 (+770%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$200K$150K$100K$50K$0Assets 2010: $33,529Liabilities 2010: $0Net Assets 2010: $33,5292010Assets 2011: $36,134Liabilities 2011: $0Net Assets 2011: $36,1342011Assets 2012: $47,856Liabilities 2012: $0Net Assets 2012: $47,8562012Assets 2013: $48,766Liabilities 2013: $0Net Assets 2013: $48,7662013Assets 2014: $56,680Liabilities 2014: $0Net Assets 2014: $56,6802014Assets 2015: $57,018Liabilities 2015: $0Net Assets 2015: $57,0182015Assets 2016: $60,904Liabilities 2016: $0Net Assets 2016: $60,9042016Assets 2017: $58,545Liabilities 2017: $0Net Assets 2017: $58,5452017Assets 2018: $77,224Liabilities 2018: $0Net Assets 2018: $77,2242018Assets 2023: $190,283Liabilities 2023: $0Net Assets 2023: $190,2832023Assets 2024: $164,163Liabilities 2024: $0Net Assets 2024: $164,1632024

Highlighted filing

2014

Assets$56,680
Liabilities$0
Net Assets$56,680
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$100K$50K$0-$50KRevenue 2010: $35,815Expenses 2010: $31,513Net Income 2010: $4,3022010Revenue 2011: $27,586Expenses 2011: $24,981Net Income 2011: $2,6052011Expenses 2012: $13,8022012Revenue 2013: $46,799Expenses 2013: $45,889Net Income 2013: $9102013Revenue 2014: $30,699Expenses 2014: $22,785Net Income 2014: $7,9142014Revenue 2015: $24,046Expenses 2015: $23,708Net Income 2015: $3382015Revenue 2016: $55,903Expenses 2016: $52,017Net Income 2016: $3,8862016Revenue 2017: $74,535Expenses 2017: $76,894Net Income 2017: -$2,3592017Revenue 2018: $62,216Expenses 2018: $43,537Net Income 2018: $18,6792018Revenue 2023: $11,407Expenses 2023: $12,804Net Income 2023: -$1,3972023Revenue 2024: $8,469Expenses 2024: $34,589Net Income 2024: -$26,1202024

Highlighted filing

2014

Revenue$30,699
Expenses$22,785
Net Income$7,914
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 19, 2015
Return Version
2014v5.0
Gross Receipts
$41,491
Mission and Program Overview

Mission

To create, maintain and increase an endowment fund for the Westerly Public School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$48,766$56,680▲ $7,914
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$48,766$56,680▲ $7,914
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$48,766$56,680▲ $7,914
Total Net Assets Fund Balance$48,766$56,680▲ $7,914
Total Liabilities and Net Assets / Fund Balance$48,766$56,680▲ $7,914
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Michael LynchPresident
Philip L FriendVice President
Aaron MorroneTrustee
Anne SculcoTrustee
Colleen SailaTrustee
Deborah VentrescaTrustee
Ernie MuccioTrustee
Frances PrescottTrustee
Jennifer LutherTrustee
Margaret FusaroTrustee
Roy SeitsingerTrustee
Stephen WhiteTrustee
Timothy LemoineTrustee
Janell Hayes BrunoSecretary
Jeffrey LiguoriTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,416
Program Service Revenue
$0
Investment Income
$201
Other Revenue
$18,082
All Other Contributions
$12,416
Change in Net Assets
$7,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,785
Total Fundraising Expense$2,764
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$12,670$2,714$2,714$18,098
Fees for Services Other-$2,384-$2,384
Office Expenses$1,195--$1,195
Insurance$250--$250
All Other Expenses$94$50$50$194
Other Expenses$120--$120
Total Functional Expenses$14,873$5,148$2,764$22,785
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,874
Fundraising Direct Expenses$10,792
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$28,649$28,649$9,942$18,707
Total Events$28,649$28,649$9,942$18,707
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 reviewed by Officers of the Board prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Form 990 is available upon request for public inspection.”

Filing and Contact Details

Filer

Filer Name
Westerly Education Endowment Fund Inc
EIN
20-1963637
Phone
4018297494
Address
PO Box 1219, Westerly, RI 02891

Signing Officer

Name
Jeffrey Liguori
Title
Treasurer
Signed
2015-10-19
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Ri
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
40

Preparer

Firm
Pucci Greene & Fusaro LLC
Address
110 Airport Rd Suite 104, Westerly, RI 02891-3434
Preparer
Christopher M Fusaro CPA
Phone
4015961926
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018082
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01195
IRS990/OfficeExpensesGrp/TotalAmt01195
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/Desc1Membership Dues
IRS990/OtherExpensesGrp/Desc2Merchant Fees
IRS990/OtherExpensesGrp/Desc3Administrative
IRS990/OtherExpensesGrp/ProgramServicesAmt0285
IRS990/OtherExpensesGrp/ProgramServicesAmt1133
IRS990/OtherExpensesGrp/ProgramServicesAmt2126
IRS990/OtherExpensesGrp/ProgramServicesAmt3120
IRS990/OtherExpensesGrp/TotalAmt0285
IRS990/OtherExpensesGrp/TotalAmt1133
IRS990/OtherExpensesGrp/TotalAmt2126
IRS990/OtherExpensesGrp/TotalAmt3120
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt025084
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt024427
IRS990/PYInvestmentIncomeAmt027
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt021462
IRS990/PYOtherRevenueAmt021688
IRS990/PYRevenuesLessExpensesAmt0910
IRS990/PYTotalExpensesAmt045889
IRS990/PYTotalRevenueAmt046799
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07914
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012416
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0163746
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0256
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99840
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0163746
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012416
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028936
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056925
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0163746
IRS990ScheduleA/TotalSupportAmt0164002
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09942
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028649
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018707
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09942
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09942
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 reviewed by Officers of the Board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is available upon request for public inspection.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt048766
IRS990/TotalAssetsEOYAmt056680
IRS990/TotalAssetsGrp/BOYAmt048766
IRS990/TotalAssetsGrp/EOYAmt056680

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,680
Liabilities
$0
Net assets
$56,680
Revenue
$30,699
Expenses
$22,785
Net income
$7,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.35$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.11$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.62$0.44$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.75$0.77$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.56$0.52$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.24$0.24$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.31$0.23$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.47$0.46$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.14
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$0.28$0.25$0.03
2010Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.36$0.32$0.04