Civic Intelligence

Wellsboro Area Education Foundation

990EZ • Fiscal year 2017 • EIN 36-4748681

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileWWW.WELLSBOROSD.K12.PA.US/FOUNDATION
PO Box 386Wellsboro, PA 16901

(570) 439-1517

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

98th percentile

92%

Higher net margin than 98% 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

92nd percentile

112%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$331,484

Up $175,283 (+112%) from 2016

Net Assets

Up

$331,484

Up $175,283 (+112%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

Down

$184,876

Down $35,086 (-16%) from 2016

Expenses

Down

$15,065

Down $603,638 (-98%) from 2016

Net Income

Up

$169,811

Up $568,552 (+143%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$600K$400K$200K$0-$200KAssets 2013: $141,284Liabilities 2013: $188,655Net Assets 2013: -$47,3712013Assets 2014: $356,425Liabilities 2014: $407,110Net Assets 2014: -$50,6852014Assets 2015: $554,942Liabilities 2015: $0Net Assets 2015: $554,9422015Assets 2016: $156,201Liabilities 2016: $0Net Assets 2016: $156,2012016Assets 2017: $331,484Liabilities 2017: $0Net Assets 2017: $331,4842017Assets 2018: $390,410Liabilities 2018: $0Net Assets 2018: $390,4102018Assets 2019: $208,189Liabilities 2019: $0Net Assets 2019: $208,1892019Assets 2020: $239,999Liabilities 2020: $0Net Assets 2020: $239,9992020Assets 2021: $287,476Net Assets 2021: $287,4762021Assets 2022: $271,330Net Assets 2022: $271,3302022Assets 2023: $291,517Net Assets 2023: $291,5172023Assets 2024: $307,268Net Assets 2024: $307,2682024

Highlighted filing

2017

Assets$331,484
Liabilities$0
Net Assets$331,484
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $0Expenses 2013: $47,371Net Income 2013: -$47,3712013Expenses 2014: $3,3142014Revenue 2015: $735,857Expenses 2015: $130,230Net Income 2015: $605,6272015Revenue 2016: $219,962Expenses 2016: $618,703Net Income 2016: -$398,7412016Revenue 2017: $184,876Expenses 2017: $15,065Net Income 2017: $169,8112017Revenue 2018: $178,946Expenses 2018: $113,793Net Income 2018: $65,1532018Revenue 2019: $152,266Expenses 2019: $340,451Net Income 2019: -$188,1852019Revenue 2020: $57,018Expenses 2020: $37,356Net Income 2020: $19,6622020Revenue 2021: $103,313Expenses 2021: $65,689Net Income 2021: $37,6242021Revenue 2022: $41,676Expenses 2022: $33,132Net Income 2022: $8,5442022Revenue 2023: $22,573Expenses 2023: $14,121Net Income 2023: $8,4522023Revenue 2024: $21,998Expenses 2024: $10,753Net Income 2024: $11,2452024

Highlighted filing

2017

Revenue$184,876
Expenses$15,065
Net Income$169,811
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$184,876
Mission and Program Overview

Mission

To support the education of the students of the wellsboro area by promoting academic excellence with funding of educational programs, student activities, facility improvements and educational tools & support improvements.

Program Services

DescriptionGrantsExpenses
PROJECT TO SUPPORT STUDENTS OF THE WELLSBORO AREA SCHOOL DISTRICT THROUGH FACILITY IMPROVEMENTS.$0$6,637
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FERLIN PATRICKPresident-$0--
ALAN GARRISONVice President-$0--
GLENN POIRIERSecretary-$0--
CHRISTOPHER MORRALDirector-$0--
CARL CHAMBERSTreasurer-$0--
F CRAIG WESTDirector-$0--
PETER HERRESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wellsboro Area Education Foundation
EIN
36-4748681
Phone
5704391517
Address
PO BOX 386, WELLSBORO, PA 16901

Signing Officer

Name
Ferlin Patrick
Title
President
Phone
5704391517
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Buffamante Whipple Buttafaro Pc
Address
130 SOUTH UNION STREET SUITE 200, OLEAN, NY 14760
Preparer
David V Ditanna CPA
Phone
7163721620
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 1,732.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: facility improvements . Amount: 6,637. Description: miscellaneous fees. Amount: 1,728. Total to form 990-ez, line 16: 8,365.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on investement . Amount: 5,472.”

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0FERLIN PATRICK
IRS990EZ/BooksInCareOfDetail/PhoneNum05704391517
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 386
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLSBORO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156201
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0331484
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0183144
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0169811
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06700
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156201
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0331484
IRS990EZ/GrossReceiptsAmt0184876
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01732
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156201
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0331484
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0331484
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FERLIN PATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN GARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GLENN POIRIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTOPHER MORRAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARL CHAMBERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5F CRAIG WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETER HERRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt05472
IRS990EZ/OtherExpensesTotalAmt08365
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION OF THE STUDENTS OF THE WELLSBORO AREA BY PROMOTING ACADEMIC EXCELLENCE WITH FUNDING OF EDUCATIONAL PROGRAMS, STUDENT ACTIVITIES, FACILITY IMPROVEMENTS AND EDUCATIONAL TOOLS & SUPPORT IMPROVEMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROJECT TO SUPPORT STUDENTS OF THE WELLSBORO AREA SCHOOL DISTRICT THROUGH FACILITY IMPROVEMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06637
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015065
IRS990EZ/TotalProgramServiceExpensesAmt06637
IRS990EZ/TotalRevenueAmt0184876
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WELLSBOROSD.K12.PA.US/FOUNDATION
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0183144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0219904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0735857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01138905
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01138905
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0183144
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0219904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0735857
IRS990ScheduleA/Total509Grp/TotalAmt01138905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0183144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0219904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0735857
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01138905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,732.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FACILITY IMPROVEMENTS . AMOUNT: 6,637. DESCRIPTION: MISCELLANEOUS FEES. AMOUNT: 1,728. TOTAL TO FORM 990-EZ, LINE 16: 8,365.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTEMENT . AMOUNT: 5,472.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FERLIN PATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05704391517
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLSBORO AREA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0364748681
ReturnHeader/Filer/PhoneNum05704391517
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 386
ReturnHeader/Filer/USAddress/CityNm0WELLSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022D1EC71A1291D2F46A6CC76836E355611AE2885
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C6183A50E9FD808B18656CEB4AEF48AD1D2563F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.45.244.226
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:43:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161117932
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUFFAMANTE WHIPPLE BUTTAFARO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 SOUTH UNION STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014760
ReturnHeader/PreparerPersonGrp/PhoneNum07163721620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID V DITANNA CPA
ReturnHeader/ReturnTs02018-11-15T10:45:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,484
Liabilities
$0
Net assets
$331,484
Revenue
$184,876
Expenses
$15,065
Net income
$169,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.07$3.07$0.22$0.11$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.92$2.92$0.23$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.71$2.71$0.42$0.33$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.87$2.87$1.03$0.66$0.38
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.57$0.37$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.52$3.40$1.88
2018Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$1.79$1.14$0.65
2017Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$1.85$0.15$1.70
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$2.20$6.19$3.99
2015Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$7.36$1.30$6.06
2014Detailed filing. Detailed filing data is available for this year.$3.56$4.07$0.51$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.41$1.89$0.47$0.00$0.47$0.47