Civic Intelligence

Westerly Education Endowment Fund Inc.

990 • Fiscal year 2016 • EIN 20-1963637

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

58th percentile

7.0%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

132%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$60,904

Up $3,886 (+6.8%) from 2015

Net Assets

Up

$60,904

Up $3,886 (+6.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin58th percentile

Revenue

Up

$55,903

Up $31,857 (+132%) from 2015

Expenses

Up

$52,017

Up $28,309 (+119%) from 2015

Net Income

Up

$3,886

Up $3,548 (+1050%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2016

Assets$60,904
Liabilities$0
Net Assets$60,904
Open 2016 Filing

Operations Trend

Revenue Growth94th 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

2016

Revenue$55,903
Expenses$52,017
Net Income$3,886
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$66,477
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$57,018$60,904▲ $3,886
Total Assets$57,018$60,904▲ $3,886
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$57,018$60,904▲ $3,886
Total Net Assets Fund Balance$57,018$60,904▲ $3,886
Total Liabilities and Net Assets / Fund Balance$57,018$60,904▲ $3,886
Compensation and Service Providers
Top Officer Pay75th 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
Janell Hayes BrunoSecretary
Jeffrey LiguoriTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,693
Program Service Revenue
$0
Investment Income
$25,005
Other Revenue
$23,205
All Other Contributions
$7,693
Change in Net Assets
$3,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,341
Other Expenses$25,676
Total Fundraising Expense$5,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,341--$26,341
Fees for Service Investment Mgmnt Fees$2,807--$2,807
Office Expenses$465--$465
Insurance$250--$250
Other Expenses$158-$187$158
All Other Expenses$111--$111
Total Functional Expenses$46,830$0$5,187$52,017
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,779
Fundraising Direct Expenses$10,574
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Section B, line 11B

“Line 11a explanation - Form 990 reviewed by Officers of the Board prior to filing.”

Form 990, Part VI, Section B, line 12C

“The Board regularly discusses the conflict of interest policy.”

Form 990, Part VI, Section C, line 19

“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
Jeffery Liguori
Title
Treasurer
Phone
4018297494
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Ri
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Pucci Greene & Fusaro LLC
Address
110 Airport Road Suite 104, Westerly, RI 02891
Preparer
Christopher M Fusaro CPA
Phone
4015961926
Raw XML Appendix381 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11a explanation - Form 990 reviewed by Officers of the Board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board regularly discusses the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is available upon request for public inspection.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt057018
IRS990/TotalAssetsEOYAmt060904
IRS990/TotalAssetsGrp/BOYAmt057018
IRS990/TotalAssetsGrp/EOYAmt060904
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07693
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05187
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046830
IRS990/TotalFunctionalExpensesGrp/TotalAmt052017
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt057018
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt060904
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt046830
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt048210
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055903
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt057018
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060904
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt057018
IRS990/UnrestrictedNetAssetsGrp/EOYAmt060904
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1219
IRS990/USAddress/CityNm0Westerly
IRS990/USAddress/StateAbbreviationCd0RI
IRS990/USAddress/ZIPCd002891
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0weefri.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffery Liguori
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04018297494
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westerly Education Endowment Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0201963637
ReturnHeader/Filer/PhoneNum04018297494
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1219
ReturnHeader/Filer/USAddress/CityNm0Westerly
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002891
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019BF1FDFD632E03A34F2A557384E14321418D798
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.249.27.201
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:46:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472076095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pucci Greene & Fusaro LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 Airport Road Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westerly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002891
ReturnHeader/PreparerPersonGrp/PhoneNum04015961926
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher M Fusaro CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-09T12:46:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,904
Liabilities
$0
Net assets
$60,904
Revenue
$55,903
Expenses
$52,017
Net income
$3,886
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