Patrick D Finley Scholarship Fund

990EZ • Fiscal year 2016 • EIN 27-1356414

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 23, 2017

Organization Profile N/A

9700 PATUXENT WOODS DRIVE No 200Columbia, MD 21046

(301) 623-1000

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-54%

Higher net margin than 8% of similar nonprofits.

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

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

-89%

Faster asset growth than 3% of similar nonprofits.

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

0.0%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets56th percentile

Assets

Down

$1,899

Down $15,000 (-89%) from 2015

Net Assets

Down

$1,899

Down $15,000 (-89%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin8th percentile

Revenue

Flat

$28,000

Flat from 2015

Expenses

$43,000

Up $19,999 (+87%) from 2015

Net Income

Down

-$15,000

Down $19,999 (-400%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

Highlighted filing

2016

Assets$1,899

Liabilities$0

Net Assets$1,899

Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

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

Highlighted filing

2016

Revenue$28,000

Expenses$43,000

Net Income-$15,000

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Aug 23, 2017
Return Version: 2016v3.0
Gross Receipts: $28,000

Mission and Program Overview

Mission

The past, present and future activities of the patrick d. Finley scholarship fund is to provide educational scholarships and grants to the child or children of members of the operative plasterers and cement masons' international association (opcmia), a related organization.

The past, present and future activities of the OPCMIA Scholarship Foundation ( the Fund) is to provide educational scholarships and grants to the child or children of members of the Operative Plasterers and Cement Masons' International Association (OPCMIA), a related organization.

Program Services

Description	Grants	Expenses
The past, present and future activities of the OPCMIA Scholarship Foundation ( the Fund) is to provide educational scholarships and grants to the child or children of members of the Operative Plasterers and Cement Masons' International Association (OPCMIA), a related organization.	$0	$0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
todd lair	Trustee	-	$0	-	-
roger bettermann	Trustee	-	$0	-	-
DANIEL E STEPANO	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Patrick D Finley Scholarship Fund
EIN: 27-1356414
Phone: 3016231000
Address: 9700 PATUXENT WOODS DRIVE No 200, COLUMBIA, MD 21046

Signing Officer

Name: Roger Bettermann
Title: trustee
Phone: 3016231000
Signed: 2017-08-23
Discuss with paid preparer: Yes

Preparer

Firm: Novak Francella LLC
Address: ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer: Louis Verzella CPA
Phone: 6106689400

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: PEREZ, JOANNA G. Date of Gift: 06/06/16. Amount Given: 5,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: FRIIS, KRISTEN D. Date of Gift: 06/06/16. Amount Given: 5,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: POLISERI, ANGELICA R. Date of Gift: 06/06/16. Amount Given: 5,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: POLISERI, JOANNA R. Date of Gift: 06/06/16. Amount Given: 5,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: MARINER, ERIN N. Date of Gift: 06/06/16. Amount Given: 5,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: RADER, MEKISSA M. Date of Gift: 06/06/16. Amount Given: 5,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: FEOLA, ANGELO R. Date of Gift: 06/06/16. Amount Given: 5,000.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: STRONG, TAYLOR V. Date of Gift: 06/06/16. Amount Given: 5,000. Total included on Form 990-EZ, line 10: 40,000.”

Raw XML Appendix170 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	todd lair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	roger bettermann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	DANIEL E STEPANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	trustee
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	The past, present and future activities of the OPCMIA Scholarship Foundation ( the Fund) is to provide educational scholarships and grants to the child or children of members of the Operative Plasterers and Cement Masons' International Association (OPCMIA), a related organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	The past, present and future activities of the OPCMIA Scholarship Foundation ( the Fund) is to provide educational scholarships and grants to the child or children of members of the Operative Plasterers and Cement Masons' International Association (OPCMIA), a related organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	43000
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	28000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationOtherDesc	0	UNION ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	28000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	28000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	24500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	28000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	23500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	132000
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	132000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	28000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	28000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	24500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	28000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	23500
IRS990ScheduleA/Total509Grp/TotalAmt	0	132000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	28000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	28000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	24500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	28000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	23500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	132000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Activity Classification: SCHOLARSHIP. Grantee Name: PEREZ, JOANNA G. Date of Gift: 06/06/16. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Activity Classification: SCHOLARSHIP. Grantee Name: FRIIS, KRISTEN D. Date of Gift: 06/06/16. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Activity Classification: SCHOLARSHIP. Grantee Name: POLISERI, ANGELICA R. Date of Gift: 06/06/16. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Activity Classification: SCHOLARSHIP. Grantee Name: POLISERI, JOANNA R. Date of Gift: 06/06/16. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Activity Classification: SCHOLARSHIP. Grantee Name: MARINER, ERIN N. Date of Gift: 06/06/16. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Activity Classification: SCHOLARSHIP. Grantee Name: RADER, MEKISSA M. Date of Gift: 06/06/16. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Activity Classification: SCHOLARSHIP. Grantee Name: FEOLA, ANGELO R. Date of Gift: 06/06/16. Amount Given: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	Activity Classification: SCHOLARSHIP. Grantee Name: STRONG, TAYLOR V. Date of Gift: 06/06/16. Amount Given: 5,000. Total included on Form 990-EZ, line 10: 40,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ROGER BETTERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3016231000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PATRICK D FINLEY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	PATR
ReturnHeader/Filer/EIN	0	271356414
ReturnHeader/Filer/PhoneNum	0	3016231000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	9700 PATUXENT WOODS DRIVE No 200
ReturnHeader/Filer/USAddress/CityNm	0	COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MD
ReturnHeader/Filer/USAddress/ZIPCd	0	21046
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt	0	2017-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	10:52:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	19004
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6106689400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Louis Verzella CPA
ReturnHeader/ReturnTs	0	2017-09-06T10:47:52-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $1,899
Liabilities: $0
Net assets: $1,899
Revenue: $28,000
Expenses: $43,000
Net income: -$15,000

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.72	$0.00	$2.72	$0.98	$0.56	$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.67	$0.00	$2.67	$0.86	$0.44	$0.42
2021Detailed filing. Detailed filing data is available for this year.	$2.25	$0.00	$2.25	$1.14	$0.44	$0.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.55	$0.00	$1.55	$0.13	$0.44	$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.12	$0.00	$2.12	$0.87	$0.45	$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.70	$0.00	$1.70	$0.95	$0.44	$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.20	$0.00	$1.20	$1.58	$0.41	$1.18
2016Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.28	$0.43	$0.15
2015Detailed filing. Detailed filing data is available for this year.	$0.17	$0.00	$0.17	$0.28	$0.23	$0.05
2014Detailed filing. Detailed filing data is available for this year.	$0.12	$0.00	$0.12	$0.25	$0.23	$0.02
2013Detailed filing. Detailed filing data is available for this year.	$0.10	$0.00	$0.10	$0.28	$0.23	$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.05	$0.00	$0.05	$0.24	$0.23	$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.10	$0.00	$0.10	$0.30	$0.20	$0.10