Civic Intelligence

The Wolcott Foundation Inc

EIN 23-6253965 • 501(c)3 • Lansdale, PA

Profile

The foundation assists in preparing qualified scholars for future policy making positions in government and world affairs through the granting of fellowships and student loans in order to preserve a free society for future generations.

210 South Broad StreetLansdale, PA 19446

www.wolcottfoundation.com

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2025

Revenue Growth

Score unavailable

No value available

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

Source year 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,846,015

Down $326,667 (-15%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,846,015

Down $326,667 (-15%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin64th percentile

Revenue

Up

$173,576

Up $132,468 (+322%) from 2024

Expenses

Down

$152,432

Down $13,347 (-8.1%) from 2024

Net Income

Up

$21,144

Up $145,815 (+117%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,985,317Liabilities 2012: $251,426Net Assets 2012: $4,733,8912012Assets 2013: $5,936,719Liabilities 2013: $307,485Net Assets 2013: $5,629,2342013Assets 2014: $6,000,152Liabilities 2014: $392,376Net Assets 2014: $5,607,7762014Assets 2015: $5,827,006Liabilities 2015: $223,968Net Assets 2015: $5,603,0382015Assets 2016: $4,352,445Liabilities 2016: $150,701Net Assets 2016: $4,201,7442016Assets 2017: $5,187,512Liabilities 2017: $151,302Net Assets 2017: $5,036,2102017Assets 2018: $5,135,163Liabilities 2018: $149,265Net Assets 2018: $4,985,8982018Assets 2019: $5,228,159Liabilities 2019: $149,265Net Assets 2019: $5,078,8942019Assets 2020: $5,430,209Liabilities 2020: $323,437Net Assets 2020: $5,106,7722020Assets 2021: $6,410,895Liabilities 2021: $464,936Net Assets 2021: $5,945,9592021Assets 2022: $6,566,658Liabilities 2022: $0Net Assets 2022: $6,566,6582022Assets 2023: $6,218,039Liabilities 2023: $367,251Net Assets 2023: $5,850,7882023Assets 2024: $2,172,682Liabilities 2024: $0Net Assets 2024: $2,172,6822024Assets 2025: $1,846,015Liabilities 2025: $0Net Assets 2025: $1,846,0152025

Highlighted filing

2025

Assets$1,846,015
Liabilities$0
Net Assets$1,846,015
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2012: $426,2032012Expenses 2013: $225,7232013Revenue 2014: $537,023Expenses 2014: $427,455Net Income 2014: $109,5682014Revenue 2015: $666,190Expenses 2015: $734,647Net Income 2015: -$68,4572015Revenue 2016: $293,388Expenses 2016: $788,758Net Income 2016: -$495,3702016Revenue 2017: $433,294Expenses 2017: $739,739Net Income 2017: -$306,4452017Revenue 2018: $338,571Expenses 2018: $318,380Net Income 2018: $20,1912018Revenue 2019: $287,985Expenses 2019: $281,364Net Income 2019: $6,6212019Revenue 2020: $394,513Expenses 2020: $342,566Net Income 2020: $51,9472020Revenue 2021: $956,024Expenses 2021: $410,066Net Income 2021: $545,9582021Revenue 2022: $518,796Expenses 2022: $566,364Net Income 2022: -$47,5682022Revenue 2023: $191,813Expenses 2023: $208,944Net Income 2023: -$17,1312023Revenue 2024: $41,108Expenses 2024: $165,779Net Income 2024: -$124,6712024Revenue 2025: $173,576Expenses 2025: $152,432Net Income 2025: $21,1442025

Highlighted filing

2025

Revenue$173,576
Expenses$152,432
Net Income$21,144
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,846,015
Liabilities
$0
Net assets
$1,846,015
Revenue
$173,576
Expenses
$152,432
Net income
$21,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.17$0.15$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.04$0.17$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.22$0.37$5.85$0.19$0.21$0.02
2022Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.52$0.57$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.41$0.46$5.95$0.96$0.41$0.55
2020Detailed filing. Detailed filing data is available for this year.$5.43$0.32$5.11$0.39$0.34$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.23$0.15$5.08$0.29$0.28$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.14$0.15$4.99$0.34$0.32$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.19$0.15$5.04$0.43$0.74$0.31
2016Detailed filing. Detailed filing data is available for this year.$4.35$0.15$4.20$0.29$0.79$0.50
2015Detailed filing. Detailed filing data is available for this year.$5.83$0.22$5.60$0.67$0.73$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.00$0.39$5.61$0.54$0.43$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.31$5.63$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.25$4.73$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$609,881
Mission and Program Overview

Mission

The foundation assists in preparing qualified scholars for future policy making positions in government and world affairs through the granting of fellowships and student loans in order to preserve a free society for future generations.

Assists in preparing qualified scholars for future policy making positions in government and world affairs through the granting of fellowships and student loans in order to preserve a free society for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,032,416$1,786,748▼ $245,668
Cash and Non-Interest-Bearing Accounts$140,266$59,267▼ $80,999
Total Assets$2,172,682$1,846,015▼ $326,667
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,846,818$1,437,051▼ $409,767
Net Assets Without Donor Restrictions$325,864$408,964▲ $83,100
Total Net Assets Fund Balance$2,172,682$1,846,015▼ $326,667
Total Liabilities and Net Assets / Fund Balance$2,172,682$1,846,015▼ $326,667
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Michael ClarkChairman
Stanley GardnerVice Chairma
Roger HansenTrustee
Matthew D DupeeAdministrato
William WilkinsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$56,273
Program Service Revenue
$0
Investment Income
$114,624
Other Revenue
$2,679
Change in Net Assets
$21,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,533
Other Expenses$53,899
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$98,533--$98,533
Travel$27,864--$27,864
Other Expenses-$7,490-$7,490
Fees for Services Accounting-$4,600-$4,600
Insurance-$2,374-$2,374
Office Expenses-$551-$551
Advertising$455--$455
Interest-$190-$190
Total Functional Expenses$126,852$25,580$0$152,432
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
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members of the governing body consists of four trustees and four officers who are elected by the general membership of the foundation at the annual meeting.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 and required schedules are reviewed and approved by the treasurer and other officers, as applicable. See names and titles on part vii of this form 990 on page 7.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Wolcott Foundation Inc
EIN
23-6253965
Phone
2153683121
Address
210 SOUTH BROAD STREET, LANSDALE, PA 19446

Signing Officer

Name
Matthew D Dupee
Title
Administrator
Phone
2153683121
Signed
2025-11-17

Organization Details

Principal Officer
Michael Clark
Formed
1952
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Kimmel Lorah & Associates Llp
Address
2550 EISENHOWER AVE STE B208, AUDUBON, PA 19403
Preparer
Robert Stevenson CPA
Phone
6106660450
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation assists in preparing qualified scholars for future policy making positions in government and world affairs through the granting of fellowships and student loans in order to preserve a free society for future generations.”

Form 990, Page 2, Part III, Line 4D

“The foundation grants student fellowships and loans to qualified students of george washington university (gwu). The student fellowships are initially recorded as student's accounts receivable (student loans) while attending gwu. Upon graduation 25% of each student's gross student fellowship loans are waived for each year such student performed governmental or related service as approved by the trustees.”

Form 990, Part XI, Line 9

“Transfer of investments to gwu -500,000 transfer 0 total -500,000”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Assists in preparing qualified scholars for future policy making positions in government and world affairs through the granting of fellowships and student loans in order to preserve a free society for future generations.”

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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/GrossInvestmentIncome170Grp/TotalAmt01557256
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0884130
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IRS990ScheduleA/PublicSupportCY170Pct00.11350
IRS990ScheduleA/PublicSupportPY170Pct00.09860
IRS990ScheduleA/PublicSupportTotal170Amt0199391
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt056273
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027967
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0199391
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASSISTS IN PREPARING QUALIFIED SCHOLARS FOR FUTURE POLICY MAKING POSITIONS IN GOVERNMENT AND WORLD AFFAIRS THROUGH THE GRANTING OF FELLOWSHIPS AND STUDENT LOANS IN ORDER TO PRESERVE A FREE SOCIETY FOR FUTURE GENERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt098533
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION ASSITANCE
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ASSISTS IN PREPARING QUALIFIED SCHOLARS FOR FUTURE POLICY MAKING POSITIONS IN GOVERNMENT AND WORLD AFFAIRS THROUGH THE GRANTING OF FELLOWSHIPS AND STUDENT LOANS IN ORDER TO PRESERVE A FREE SOCIETY FOR FUTURE GENERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION GRANTS STUDENT FELLOWSHIPS AND LOANS TO QUALIFIED STUDENTS OF GEORGE WASHINGTON UNIVERSITY (GWU). THE STUDENT FELLOWSHIPS ARE INITIALLY RECORDED AS STUDENT'S ACCOUNTS RECEIVABLE (STUDENT LOANS) WHILE ATTENDING GWU. UPON GRADUATION 25% OF EACH STUDENT'S GROSS STUDENT FELLOWSHIP LOANS ARE WAIVED FOR EACH YEAR SUCH STUDENT PERFORMED GOVERNMENTAL OR RELATED SERVICE AS APPROVED BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE GOVERNING BODY CONSISTS OF FOUR TRUSTEES AND FOUR OFFICERS WHO ARE ELECTED BY THE GENERAL MEMBERSHIP OF THE FOUNDATION AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED AND APPROVED BY THE TREASURER AND OTHER OFFICERS, AS APPLICABLE. SEE NAMES AND TITLES ON PART VII OF THIS FORM 990 ON PAGE 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFER OF INVESTMENTS TO GWU -500,000 TRANSFER 0 TOTAL -500,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01918 F STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ASHBURN
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GWU CHARITABLE TRUST
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IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsGrp/BOYAmt02172682
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IRS990/TotalContributionsAmt056273
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025580
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0126852
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152432
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01846015
IRS990/TotalProgramServiceExpensesAmt0126852
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0117303
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173576
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02172682
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01846015
IRS990/TravelGrp/ProgramServicesAmt027864
IRS990/TravelGrp/TotalAmt027864
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt06815 SUNRISE COURT SE
IRS990/USAddress/CityNm0GRAND RAPIDS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049546
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.WOLCOTTFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW D DUPEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02153683121
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WOLCOTT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WOLC
ReturnHeader/Filer/EIN0236253965
ReturnHeader/Filer/PhoneNum02153683121
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 SOUTH BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0LANSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019446
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231380332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIMMEL LORAH & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02550 EISENHOWER AVE STE B208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUDUBON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019403
ReturnHeader/PreparerPersonGrp/PhoneNum06106660450
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT STEVENSON CPA
ReturnHeader/ReturnTs02025-11-17T18:39:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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