Civic Intelligence

J Wood Platt Caddie Scholarship Trust

990 • Fiscal year 2015 • EIN 23-6296989

Aug 01, 2014 to Jul 31, 2015 • Filed on Jan 29, 2016

Organization Profilewww.gapgolf.org/jwphome.asp
1974 Sproul RoadBroomall, PA 19008

(610) 687-2340

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

64th percentile

4.8%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$6,336,487

Up $288,776 (+4.8%) from 2014

Net Assets

Up

$6,283,418

Up $284,072 (+4.7%) from 2014

Liabilities

Up

$53,069

Up $4,704 (+9.7%) from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin81st percentile

Revenue

Up

$1,651,316

Up $181,728 (+12%) from 2014

Expenses

Up

$1,271,987

Up $96,207 (+8.2%) from 2014

Net Income

Up

$379,329

Up $85,521 (+29%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,507,618Liabilities 2011: $27,917Net Assets 2011: $4,479,7012011Assets 2012: $4,890,674Liabilities 2012: $29,083Net Assets 2012: $4,861,5912012Assets 2014: $6,047,711Liabilities 2014: $48,365Net Assets 2014: $5,999,3462014Assets 2015: $6,336,487Liabilities 2015: $53,069Net Assets 2015: $6,283,4182015Assets 2016: $6,849,911Liabilities 2016: $62,465Net Assets 2016: $6,787,4462016Assets 2017: $7,555,157Liabilities 2017: $46,535Net Assets 2017: $7,508,6222017Assets 2019: $9,225,367Liabilities 2019: $32,957Net Assets 2019: $9,192,4102019Assets 2020: $9,337,718Liabilities 2020: $32,106Net Assets 2020: $9,305,6122020Assets 2021: $11,840,085Liabilities 2021: $68,088Net Assets 2021: $11,771,9972021Assets 2022: $10,366,328Liabilities 2022: $82,758Net Assets 2022: $10,283,5702022Assets 2023: $11,180,033Liabilities 2023: $66,332Net Assets 2023: $11,113,7012023Assets 2025: $13,539,561Liabilities 2025: $67,337Net Assets 2025: $13,472,2242025

Highlighted filing

2015

Assets$6,336,487
Liabilities$53,069
Net Assets$6,283,418
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2011: $862,7572011Expenses 2012: $953,7112012Revenue 2014: $1,469,588Expenses 2014: $1,175,780Net Income 2014: $293,8082014Revenue 2015: $1,651,316Expenses 2015: $1,271,987Net Income 2015: $379,3292015Revenue 2016: $1,759,705Expenses 2016: $1,378,707Net Income 2016: $380,9982016Revenue 2017: $1,876,142Expenses 2017: $1,392,165Net Income 2017: $483,9772017Revenue 2019: $2,228,646Expenses 2019: $1,416,795Net Income 2019: $811,8512019Revenue 2020: $1,793,171Expenses 2020: $1,647,448Net Income 2020: $145,7232020Revenue 2021: $2,458,623Expenses 2021: $1,752,287Net Income 2021: $706,3362021Revenue 2022: $2,084,054Expenses 2022: $1,808,931Net Income 2022: $275,1232022Revenue 2023: $2,102,668Expenses 2023: $2,075,097Net Income 2023: $27,5712023Revenue 2025: $2,598,448Expenses 2025: $2,465,303Net Income 2025: $133,1452025

Highlighted filing

2015

Revenue$1,651,316
Expenses$1,271,987
Net Income$379,329
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Jan 29, 2016
Return Version
2014v6.0
Gross Receipts
$2,280,526
Mission and Program Overview

Mission

To grant scholarships for the pursuit of higher education to qualified students, based upon financial need, who have been golf caddies at clubs that are members of the golf association of philadelphia.

To provide educational scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,228,696$5,590,432▲ $361,736
Cash and Non-Interest-Bearing Accounts$421,728$443,531▲ $21,803
Savings and Temporary Cash Investments$386,455$239,429▼ $147,026
Accounts Receivable$9,751$62,014▲ $52,263
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,047,711$6,336,487▲ $288,776
Other Assets Total$1,081$1,081→ $0
Liabilities
Accounts Payable and Accrued Expenses$18,230$28,689▲ $10,459
Deferred Revenue$30,135$24,380▼ $5,755
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$48,365$53,069▲ $4,704
Net Assets / Fund Balance
Unrestricted Net Assets$5,343,109$5,395,799▲ $52,690
Permanently Rstr Net Assets$656,237$887,619▲ $231,382
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$5,999,346$6,283,418▲ $284,072
Total Liabilities and Net Assets / Fund Balance$6,047,711$6,336,487▲ $288,776

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,806,237$500,400▲ $12,282-$4,287,619
2013$3,531,697$150,000▲ $153,840-$3,806,237
2012$3,180,683$350,000▲ $11,014-$3,541,697
2011$3,169,325-▲ $11,358-$3,180,683
2010$2,907,583$250,600▲ $11,142-$3,169,325
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Jonathan WarnerPresident
Tina GregorVice President
Arthur KaniaTrustee
Brian KellyTrustee
Charles RaudenbushTrustee
David Junkin MDTrustee
Edward PappasTrustee
John C EndicottTrustee
John GallagherTrustee
John R BoyceTrustee
Leon LaRosa JRTrustee
Michael J AyrerTrustee
Paul MauerTrustee
Richard GoldbeckTrustee
Richard SkellyTrustee
Samuel LombardoTrustee
Stephen E Flynn IITrustee
Thomas J DoyleTrustee
Thomas RitterTrustee
Timothy O'ReillyTrustee
William JeremiahTrustee
Robert M MoreyGAP representative
Albert LindnerSecretary
Michael HelmickTreasurer
Anne SlyWomen's GAP representative
Revenue and Support

Revenue Composition

Contributions and Grants
$1,407,480
Program Service Revenue
$0
Investment Income
$230,674
Other Revenue
$13,162
All Other Contributions
$1,204,385
Change in Net Assets
$379,329

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,638,154
Revenue Not Reported on Financial Statements
$13,162
Revenue Not Reported on Form 990
$-95,257
Other Revenue Adjustments
$13,162
Total Revenue per Audited Statements
$1,542,897
Total Revenue per Form 990
$1,651,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,015,000
Other Expenses$256,987
Total Fundraising Expense$43,982
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,015,000--$1,015,000
Fees for Services Management-$160,675-$160,675
Fees for Service Investment Mgmnt Fees-$20,131-$20,131
Fees for Services Accounting-$13,240-$13,240
Insurance-$4,835-$4,835
Office Expenses-$2,347-$2,347
Other Expenses-$510$43,982$510
Total Functional Expenses$1,015,000$213,005$43,982$1,271,987

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,271,987
Expenses per Audited Statements$1,258,825
Total Expenses per Audited Statements$1,258,825
Expenses Not Reported on Financial Statements$13,162
Other Expense Adjustments$13,162
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,590
Fundraising Direct Expenses$42,428
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,839$25,839$23,344$2,495
WOMEN'S TOURN$25,271$25,271$15,518$9,753
Total Events$55,590$55,590$42,428$13,162
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes

Governance Explanations

Part VI, Section A, Line 3

“The organization pays a management fee to the Golf Association of Philadelphia for management services and the use of it's employees. The Board of Trustees works closely with management to oversee operations.”

Part VI, Section A, Line 7A

“Trustees nominate potential trustees to the nominating committee. The committee then interviews the nominees and sends the names of the final canditates to an executive committee for approval. The candidates are then approved by the trustees at the December meeting.”

Part VI, Section B, Line 11

“The Board of Trustees reviewed form 990 before the organization filed the form.”

Part VI, Section B, Line 12C

“The organization requires the board to complete a questionnaire annually to disclose any possible conflicts of interest.”

Part VI, Section C, Line 19

“The organization makes it's governing documents, conflicts of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
J Wood Platt Caddie Scholarship Trust
EIN
23-6296989
In Care Of
% MICHAEL AJJAN
Phone
6106872340
Address
1974 Sproul Road, Broomall, PA 19008

Signing Officer

Name
Michael P Helmick
Title
Treasurer
Phone
6106872340
Signed
2016-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Peterson
Formed
1958
Legal Domicile
Pa
Voting Board Members
25
Independent Board Members
25
Employees
0

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY L
Address
PO BOX 524, VALLEY FORGE, PA 19481-0524
Preparer
Steven D Flick
Phone
6107835772
Supplemental Narrative

Additional Explanations

Part XI, Line 5

“Unrealized Gains/(Losses)= $(95,257)”

Financial Statement Notes

Part III, Line 4

“The organization owns golf trophies and golf archives, including black and white photos and newspaper printings. The organization displays its collections at events to help promote its exempt purpose and to gain contributions.”

Part XI & XII

“Unrealized Gains/(Losses) on Investments $(95,257); Special Event Income Net of Expense $13162”

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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MissionDesc0TO PROVIDE EDUCATIONAL SCHOLARSHIPS.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013162
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-95257
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02347
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1PROMOTIONAL/FUNDRAISING EXP
IRS990/OtherExpensesGrp/Desc2TRUSTEE EXP
IRS990/OtherExpensesGrp/Desc3REGISTRATION FEES
IRS990/OtherExpensesGrp/FundraisingAmt043982
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05067
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2510
IRS990/OtherExpensesGrp/TotalAmt05067
IRS990/OtherExpensesGrp/TotalAmt143982
IRS990/OtherExpensesGrp/TotalAmt26200
IRS990/OtherExpensesGrp/TotalAmt3510
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0656237
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0887619
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Mark Peterson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Director of Education
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01192117
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0921950
IRS990/PYInvestmentIncomeAmt0272513
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0253830
IRS990/PYOtherRevenueAmt04958
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0293808
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01175780
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01469588
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0379329
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0386455
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0239429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01407480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01192117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01150057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01237761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01074373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06061788
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0146922
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0148169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0129371
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0121822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0108722
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01237761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01074373
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06061788
IRS990ScheduleA/TotalSupportAmt06716794
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.79000
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IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03806237
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500400
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04287619
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt031300
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0150000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03806237
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt029300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153840
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03180683
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0350000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,336,487
Liabilities
$53,069
Net assets
$6,283,418
Revenue
$1,651,316
Expenses
$1,271,987
Net income
$379,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.07$13.5$2.60$2.47$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.07$11.1$2.10$2.08$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.08$10.3$2.08$1.81$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.07$11.8$2.46$1.75$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.34$0.03$9.31$1.79$1.65$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.23$0.03$9.19$2.23$1.42$0.81
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.56$0.05$7.51$1.88$1.39$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.85$0.06$6.79$1.76$1.38$0.38
2015Detailed filing. Detailed filing data is available for this year.$6.34$0.05$6.28$1.65$1.27$0.38
2014Detailed filing. Detailed filing data is available for this year.$6.05$0.05$6.00$1.47$1.18$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.03$4.86$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.51$0.03$4.48$0.86
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $5M-$10M nonprofits