Civic Intelligence

Ernest L Ransome III Scholarship Trust

EIN 22-3618925 • 501(c)3 • Charlotte, NC

Profile

Funding for scholarships to individual students to attend the university of st. Andrews, scotland.

C/O Jack Kehoe 228-a East KingstonAveCharlotte, NC 28203-4798

st-andrews.ac.uk/DEVELOP-2/RANSOME

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets33rd percentile

Assets

$774,382

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$774,382

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue35th percentileNet Margin10th percentile

Revenue

$40,579

No earlier filing loaded for comparison.

Expenses

$55,149

No earlier filing loaded for comparison.

Net Income

-$14,570

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2014: $774,382Liabilities 2014: $0Net Assets 2014: $774,3822014

Highlighted filing

2014

Assets$774,382
Liabilities$0
Net Assets$774,382
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2014: $40,579Expenses 2014: $55,149Net Income 2014: -$14,5702014

Highlighted filing

2014

Revenue$40,579
Expenses$55,149
Net Income-$14,570
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$774,382
Liabilities
$0
Net assets
$774,382
Revenue
$40,579
Expenses
$55,149
Net income
-$14,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.41$0.55$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$112,490
Mission and Program Overview

Mission

Funding for scholarships to individual students to attend the university of st. Andrews, scotland.

Enable deserving students to attend the university of st. Andrews, scotland

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$500,000$737,292▲ $237,292
Accounts Receivable$33,625$0▼ $33,625
Savings and Temporary Cash Investments$290,690$31,325▼ $259,365
Prepaid Expenses and Deferred Charges$3,827$4,026▲ $199
Pledges and Grants Receivable$3,500--
Cash and Non-Interest-Bearing Accounts$7,845$1,739▼ $6,106
Total Assets$839,487$774,382▼ $65,105
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$839,487$774,382▼ $65,105
Total Net Assets Fund Balance$839,487$774,382▼ $65,105
Total Liabilities and Net Assets / Fund Balance$839,487$774,382▼ $65,105
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Eric J GleacherTrustee/chair
Edward D SlevinTrustee/president
Louise RichardsonEx Officio Trustee
Ben Dw StocksTrustee
Hugh Kenworthy IiiTrustee
Kenneth G LangoneTrustee
Malcolm MacleodTrustee
Peter DawsonTrustee
Sir Peter a BurtTrustee
Deborah J ZateenySecretary
Michael B KennedyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,000
Program Service Revenue
$0
Investment Income
$38,541
Other Revenue
$38
All Other Contributions
$2,000
Change in Net Assets
$-14,570

Audited Revenue Reconciliation

Revenue per Audited Statements
$40,579
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-50,535
Total Revenue per Audited Statements
$-9,956
Total Revenue per Form 990
$40,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,556
Other Expenses$20,593
Total Fundraising Expense$800
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$34,556--$34,556
Fees for Services Legal-$20,453-$20,453
Fees for Services Accounting-$17,428-$17,428
Insurance-$5,409-$5,409
Travel-$1,821-$1,821
Other Expenses-$-25,744$-1,040$-26,784
Total Functional Expenses$34,556$19,793$800$55,149

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$55,149
Total Expenses per Audited Statements$55,149
Total Expenses per Form 990$55,149
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
1
Spending
$34,556

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeGrants to Recipients Located in RegionProgram Service - Grants to Recipients Located in Region01$34,556
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Audit committee
No
Backup withholding compliance
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 11

“A copy of form 990 was provided to the trust's treasurer prior to filing. In addition, the 990 is reviewed by the trust's legal counsel prior to filing. A complete copy of form 990 is provided to each board member at the trust's annual meeting which may or may not convene prior to filing.”

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

“Deborah j. Zateeny, secretary and legal counsel to the trust, monitors compliance. In connection with the annual meeting, each trustee and officer completes a questionnaire to disclose any actual or potential conflicts of interest. Deborah j. Zateeny, secretary and legal counsel to the trust, reviews the completed questionnaires and reports any disclosures to the entire board of trustees. Trustees and officers are also required to disclose any actual or potential conflicts of interest as they arise during the year.”

Form 990, Part VI, Section C, Line 19

“To the extent required by applicable law, the trust's governing documents, conflict of interest policy, and financial statements are available to the public by written request to the trust's treasurer, michael b. Kennedy.”

Filing and Contact Details

Filer

Filer Name
Ernest L Ransome Iii Scholarship Trust
EIN
22-3618925
Phone
7043654801
Address
C/O JACK KEHOE 228-A EAST KINGSTON, AVE, CHARLOTTE, NC 28203-4798

Signing Officer

Name
Michael B Kennedy
Title
Treasurer
Phone
2152199488
Signed
2015-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael B Kennedy
Formed
1998
Legal Domicile
Nj
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
13

Preparer

Firm
J Ronald Martin Pa
Address
1850 EAST THIRD STREET SUITE 305, CHARLOTTE, NC 28204
Preparer
J Ronald Martin
Phone
7043756405
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust does not believe that there are material uncertain tax positions and, accordingly, it will not recognize a liability for unrecognized tax obligation. For the years ended december 31, 2014 and 2013, there were no interest or penalties recorded or included in the trust's financial statements related to uncertain tax positions.”

Raw XML AppendixShowing 400 of 427 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0141285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0105586
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0343591
IRS990ScheduleA/TotalSupportAmt0376985
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt055149
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-50535
IRS990ScheduleD/RevenueNotReportedAmt0-50535
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt040579
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST DOES NOT BELIEVE THAT THERE ARE MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE A LIABILITY FOR UNRECOGNIZED TAX OBLIGATION. FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE TRUST'S FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt055149
IRS990ScheduleD/TotalRevenuePerForm990Amt040579
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-9956
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt055149
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt034556
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0PROGRAM SERVICE - GRANTS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt027021
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0ELECTRONIC FUNDS TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt09
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0EUROPE
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0UNIVERSITY SCHOLARSHIPS
IRS990ScheduleF/ForeignIndividualsGrantsGrp/ValuationMethodUsedDesc0CASH VALUE
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt01
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt034556
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0DIRECT ALLOCATION
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS A WRITTEN SCHOLARSHIP POLICY THAT SETS FORTH ELIGIBILITY CRITERIA. SCHOLARSHIP APPLICANTS MUST BE ACCEPTED FOR ADMISSION BY THE UNIVERSITY OF ST. ANDREWS, COMPLETE A WRITTEN APPLICATION, AND BE INTERVIEWED IN PERSON BY THE TRUST'S SELECTION COMMITTEE. THE TRUST KEEPS DETAILED RECORDS SHOWING EACH GRANTEE'S NAME, APPLICATION AND SUPPORTING DOCUMENTATION, AND THE AMOUNT AWARDED. THE AMOUNT AWARDED IS DETERMINED WITH REFERENCE TO TUITION AND OTHER FEES SET BY THE UNIVERSITY OF ST. ANDREWS. THE UNIVERSITY OF ST. ANDREWS AND THE SCHOLARS PROVIDE WRITTEN REPORTS TO THE TRUST WITH RESPECT TO THE SCHOLARS' PROGRESS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE F, PART 1, LINE 2
IRS990ScheduleF/TotalEmployeeCnt01
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt034556
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 WAS PROVIDED TO THE TRUST'S TREASURER PRIOR TO FILING. IN ADDITION, THE 990 IS REVIEWED BY THE TRUST'S LEGAL COUNSEL PRIOR TO FILING. A COMPLETE COPY OF FORM 990 IS PROVIDED TO EACH BOARD MEMBER AT THE TRUST'S ANNUAL MEETING WHICH MAY OR MAY NOT CONVENE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEBORAH J. ZATEENY, SECRETARY AND LEGAL COUNSEL TO THE TRUST, MONITORS COMPLIANCE. IN CONNECTION WITH THE ANNUAL MEETING, EACH TRUSTEE AND OFFICER COMPLETES A QUESTIONNAIRE TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. DEBORAH J. ZATEENY, SECRETARY AND LEGAL COUNSEL TO THE TRUST, REVIEWS THE COMPLETED QUESTIONNAIRES AND REPORTS ANY DISCLOSURES TO THE ENTIRE BOARD OF TRUSTEES. TRUSTEES AND OFFICERS ARE ALSO REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO THE EXTENT REQUIRED BY APPLICABLE LAW, THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY WRITTEN REQUEST TO THE TRUST'S TREASURER, MICHAEL B. KENNEDY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/StatesWhereCopyOfReturnIsFldCd1NJ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0839487
IRS990/TotalAssetsEOYAmt0774382
IRS990/TotalAssetsGrp/BOYAmt0839487
IRS990/TotalAssetsGrp/EOYAmt0774382
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0800
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019793
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034556
IRS990/TotalFunctionalExpensesGrp/TotalAmt055149
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0839487
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0774382
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt034556
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt038579
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040579
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0839487
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0774382
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01821
IRS990/TravelGrp/TotalAmt01821
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0839487
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0774382
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O JACK KEHOE 228-A EAST KINGSTON
IRS990/USAddress/AddressLine2Txt0AVE
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd0282034798
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0ST-ANDREWS.AC.UK/DEVELOP-2/RANSOME/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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