Civic Intelligence

The Wolcott Foundation Inc

990 • Fiscal year 2012 • EIN 23-6253965

May 01, 2011 to Apr 30, 2012 • Filed on Mar 14, 2013

Organization ProfileWWW.WOLCOTTFOUNDATION.COM
210 South Broad Street19446
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.05x

Higher debt load relative to assets than 23% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$4,985,317

No earlier filing loaded for comparison.

Net Assets

$4,733,891

No earlier filing loaded for comparison.

Liabilities

$251,426

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$426,203

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2012

Assets$4,985,317
Liabilities$251,426
Net Assets$4,733,891
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$426,203
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Mar 14, 2013
Return Version
2011v1.5
Gross Receipts
$14,177,811
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.

Filing and Contact Details

Filer

EIN
23-6253965
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IRS990ScheduleO/GeneralExplanation/Explanation0SEE NAMES AND TITLES ON PART VII OF THIS FORM 990 ON PAGE 7.
IRS990ScheduleO/GeneralExplanation/Explanation1MEMBERS 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/GeneralExplanation/Explanation2THE FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED AND APPROVED BY THE TREASURER AND OTHER OFFICERS, AS APPLICABLE.
IRS990ScheduleO/GeneralExplanation/Explanation3UPON REQUEST, ANYONE MAY REVIEW THE FOUNDATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS BY CONTACTING THE FOUNDATION'S TREASURER, GEORGE W. TRACY, C/O 210 S. BROAD ST., LANSDALE, PA 19446 DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/GeneralExplanation/Explanation4NET UNREALIZED GAINS ON INVESTMENTS: 120,716.
IRS990ScheduleO/GeneralExplanation/Explanation5THE FOUNDATION IS IN THE PROCESS OF ADOPTING A CONFLICT OF INTEREST POLICY FORM TO BE COMPLETED BY EACH OFFICER AND TRUSTEE. UPON EVIDENCE OF CONFLICT, THE BOARD WILL EXCLUDE THE PERSON WITH THE CONFLICT FROM PROCEEDINGS WITH REGARDS TO THE RELATED TRANSACTION.
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IRS990/TotalRevenueCurrentYear0-289829
IRS990/TotalRevenue/ExclusionAmount0-338679
IRS990/TotalRevenuePriorYear0503409
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0-289829
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/Travel/ManagementAndGeneral022626
IRS990/Travel/Total022626
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY0888002
IRS990/UnrestrictedNetAssets/EOY0713680
IRS990/UponRequest0X
IRS990/WebSite0WWW.WOLCOTTFOUNDATION.COM
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01952
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0236253965
ReturnHeader/Filer/Name/BusinessNameLine10THE WOLCOTT FOUNDATION INC
ReturnHeader/Filer/NameControl0WOLC
ReturnHeader/Filer/Phone02153683121
ReturnHeader/Filer/USAddress/AddressLine10210 SOUTH BROAD STREET
ReturnHeader/Filer/USAddress/City0LANSDALE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019446
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-14
ReturnHeader/Officer/Name0GEORGE W TRACY
ReturnHeader/Officer/Phone02153683121
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0231380332
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KIMMEL LORAH ASSOCIATES CPA'S LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10400 CRESSON BLVD PO BOX 979
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OAKS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode019456
ReturnHeader/Preparer/Name0ROBERT STEVENSON CPA
ReturnHeader/Preparer/Phone06106660450
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-05-01
ReturnHeader/TaxPeriodEndDate02012-04-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-14T11:07:15-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,985,317
Liabilities
$251,426
Net assets
$4,733,891
Revenue
-
Expenses
$426,203
Net income
-
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