Civic Intelligence

Wpma Scholarship Foundation Inc.

990EZ • Fiscal year 2017 • EIN 31-1492473

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Refreshing map…

4393 South Riverboat Road Ste 380Taylorsville, UT 84123

(801) 263-9762

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.9%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$458,037

Up $61,492 (+16%) from 2016

Net Assets

Up

$444,265

Up $47,720 (+12%) from 2016

Liabilities

$13,772

No earlier filing loaded for comparison.

Revenue

Up

$76,876

Up $1,440 (+1.9%) from 2016

Expenses

Down

$29,155

Down $2,535 (-8.0%) from 2016

Net Income

Up

$47,721

Up $3,975 (+9.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $291,094Liabilities 2014: $47Net Assets 2014: $291,0472014Assets 2015: $352,799Net Assets 2015: $352,7992015Assets 2016: $396,545Net Assets 2016: $396,5452016Assets 2017: $458,037Liabilities 2017: $13,772Net Assets 2017: $444,2652017Assets 2018: $503,607Liabilities 2018: $10,211Net Assets 2018: $493,3962018Assets 2019: $554,304Liabilities 2019: $12,669Net Assets 2019: $541,6352019Assets 2020: $599,985Liabilities 2020: $0Net Assets 2020: $599,9852020Assets 2021: $586,501Liabilities 2021: $0Net Assets 2021: $586,5012021Assets 2022: $632,385Liabilities 2022: $0Net Assets 2022: $632,3852022Assets 2023: $687,702Liabilities 2023: $12,516Net Assets 2023: $675,1862023Assets 2025: $757,134Liabilities 2025: $0Net Assets 2025: $757,1342025

Highlighted filing

2017

Assets$458,037
Liabilities$13,772
Net Assets$444,265

Operations Trend

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

$100K$50K$0Revenue 2014: $67,143Expenses 2014: $28,449Net Income 2014: $38,6942014Revenue 2015: $89,052Expenses 2015: $27,300Net Income 2015: $61,7522015Revenue 2016: $75,436Expenses 2016: $31,690Net Income 2016: $43,7462016Revenue 2017: $76,876Expenses 2017: $29,155Net Income 2017: $47,7212017Revenue 2018: $79,282Expenses 2018: $30,150Net Income 2018: $49,1322018Revenue 2019: $72,738Expenses 2019: $31,259Net Income 2019: $41,4792019Revenue 2020: $75,323Expenses 2020: $26,012Net Income 2020: $49,3112020Revenue 2021: $28,639Expenses 2021: $26,325Net Income 2021: $2,3142021Revenue 2022: $76,016Expenses 2022: $30,132Net Income 2022: $45,8842022Revenue 2023: $75,298Expenses 2023: $32,497Net Income 2023: $42,8012023Revenue 2025: $72,092Expenses 2025: $37,455Net Income 2025: $34,6372025

Highlighted filing

2017

Revenue$76,876
Expenses$29,155
Net Income$47,721
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$114,025
Mission and Program Overview

Mission

To provide scholarships to help the children of wpma members receive a higher education.

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS FOR CHILDREN OF WPMA MEMBERS TO CONTINUE COLLEGE OR UNIVERSITY EDUCATION OR VOCATIONAL/TECHNICAL TRAINING.$27,000$27,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARY POULTONTrustee-$0--
ROBERT FUNGTrustee-$0--
GENE INGLESBYSecretary/Tr-$0--
BRETT ADAMSTrustee-$0--
ROBERT OGANTrustee-$0--
BRAD BELLPresident/Tr-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$32,655$32,655$21,336$11,319
Donors Receptio$31,590$31,590-$31,590
Total Events$87,137$64,245$37,149$27,096
Filing and Contact Details

Filer

Filer Name
Wpma Scholarship Foundation
EIN
31-1492473
Phone
8012639762
Address
4393 SOUTH RIVERBOAT ROAD STE 380, TAYLORSVILLE, UT 84123

Signing Officer

Name
Gene Inglesby
Title
Secretary/treasurer
Phone
8012639762
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Larson & Company Pc
Address
9065 SOUTH 1300 EAST, SANDY, UT 84094
Preparer
Geri Douglas
Phone
8013131900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

27,000 0 0

Form 990-ez, Part I, Line 16

Expenses board meeting 1,102 total 1,102

Form 990-ez, Part II, Line 24

Accounts receivable 84,845 88,175 total 84,845 88,175

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 13,772

Form 990-ez, Part III

To provide scholarships to help the children of wpma members receive a higher education.

Raw XML Appendix180 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0GENE INGLESBY
IRS990EZ/BooksInCareOfDetail/PhoneNum08012639762
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 571500
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0841571500
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0311699
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IRS990EZ/ExcessOrDeficitForYearAmt047721
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt027000
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IRS990EZ/InvestmentIncomeAmt0188
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARY POULTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT FUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GENE INGLESBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRETT ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT OGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRAD BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT/TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt084845
IRS990EZ/OtherAssetsTotalDetail/EOYAmt088175
IRS990EZ/OtherExpensesTotalAmt01102
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO HELP THE CHILDREN OF WPMA MEMBERS RECEIVE A HIGHER EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt0108
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIPS FOR CHILDREN OF WPMA MEMBERS TO CONTINUE COLLEGE OR UNIVERSITY EDUCATION OR VOCATIONAL/TECHNICAL TRAINING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037149
IRS990EZ/SpecialEventsNetIncomeLossAmt027096
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013772
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029155
IRS990EZ/TotalProgramServiceExpensesAmt027000
IRS990EZ/TotalRevenueAmt076876
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061523
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038172
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0188
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt049592
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038172
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0244981
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt026096
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt026040
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt022892
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt022892
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037149
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DONORS RECEPTIO
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt011672
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022892
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032655
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064245
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027096
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04141
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025477
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021336
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt027,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BOARD MEETING 1,102 TOTAL 1,102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 84,845 88,175 TOTAL 84,845 88,175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 13,772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE SCHOLARSHIPS TO HELP THE CHILDREN OF WPMA MEMBERS RECEIVE A HIGHER EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE INGLESBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08012639762
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WPMA SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WPMA
ReturnHeader/Filer/EIN0311492473
ReturnHeader/Filer/PhoneNum08012639762
ReturnHeader/Filer/USAddress/AddressLine1Txt04393 SOUTH RIVERBOAT ROAD STE 380
ReturnHeader/Filer/USAddress/CityNm0TAYLORSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084123
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA3AD499A82CD574225E4F8B95847FBA20476762
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05AD1845C89208DCF4EB34942E7526F6F049E123B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870516083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09065 SOUTH 1300 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANDY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084094
ReturnHeader/PreparerPersonGrp/PhoneNum08013131900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERI DOUGLAS
ReturnHeader/ReturnTs02017-11-14T09:35:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings