Civic Intelligence

Wyalusing Area Education Foundation

990 • Fiscal year 2023 • EIN 43-1994808

Jul 01, 2022 to Jun 30, 2023 • Filed on May 08, 2024

PO Box 204Wyalusing, PA 18853

(570) 746-1087

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

8.2%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$312,903

Up $57,534 (+23%) from 2022

Net Assets

Up

$312,903

Up $57,534 (+23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$187,355

Up $14,230 (+8.2%) from 2022

Expenses

Down

$129,821

Down $25,364 (-16%) from 2022

Net Income

Up

$57,534

Up $39,594 (+221%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $221,214Liabilities 2011: $02011Assets 2012: $214,091Liabilities 2012: $02012Assets 2013: $257,919Liabilities 2013: $02013Assets 2014: $369,168Net Assets 2014: $369,1682014Assets 2015: $383,464Net Assets 2015: $383,4642015Assets 2016: $250,271Liabilities 2016: $0Net Assets 2016: $250,2712016Assets 2017: $242,286Liabilities 2017: $0Net Assets 2017: $242,2862017Assets 2018: $241,238Net Assets 2018: $241,2382018Assets 2019: $233,507Net Assets 2019: $233,5072019Assets 2020: $219,483Net Assets 2020: $219,4832020Assets 2021: $237,429Liabilities 2021: $0Net Assets 2021: $237,4292021Assets 2022: $255,369Liabilities 2022: $0Net Assets 2022: $255,3692022Assets 2023: $312,903Liabilities 2023: $0Net Assets 2023: $312,9032023Assets 2024: $310,952Liabilities 2024: $0Net Assets 2024: $310,9522024

Highlighted filing

2023

Assets$312,903
Liabilities$0
Net Assets$312,903

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $71,687Expenses 2011: $20,867Net Income 2011: $50,8202011Revenue 2012: $56,348Expenses 2012: $63,471Net Income 2012: -$7,1232012Revenue 2013: $112,902Expenses 2013: $69,074Net Income 2013: $43,8282013Revenue 2014: $136,301Expenses 2014: $25,052Net Income 2014: $111,2492014Revenue 2015: $120,105Expenses 2015: $105,809Net Income 2015: $14,2962015Revenue 2016: $702,083Expenses 2016: $835,277Net Income 2016: -$133,1942016Revenue 2017: $229,639Expenses 2017: $237,623Net Income 2017: -$7,9842017Revenue 2018: $93,024Expenses 2018: $94,072Net Income 2018: -$1,0482018Revenue 2019: $45,514Expenses 2019: $53,245Net Income 2019: -$7,7312019Revenue 2020: $77,204Expenses 2020: $91,228Net Income 2020: -$14,0242020Revenue 2021: $298,590Expenses 2021: $280,643Net Income 2021: $17,9472021Revenue 2022: $173,125Expenses 2022: $155,185Net Income 2022: $17,9402022Revenue 2023: $187,355Expenses 2023: $129,821Net Income 2023: $57,5342023Revenue 2024: $133,281Expenses 2024: $135,232Net Income 2024: -$1,9512024

Highlighted filing

2023

Revenue$187,355
Expenses$129,821
Net Income$57,534
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$213,856
Mission and Program Overview

Mission

To provide scholarships and other educational support for the children of the Wyalusing Area

To provide scholarships and other educational support for the children of the wyalusing area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$255,369$312,903▲ $57,534
Total Assets$255,369$312,903▲ $57,534
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$255,369$312,903▲ $57,534
Total Net Assets Fund Balance$255,369$312,903▲ $57,534
Total Liabilities and Net Assets / Fund Balance$255,369$312,903▲ $57,534
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robyn LacyChairwoman
Gabe SheldonVice Chairma
Alexis MuenchDirector
Dr Jason BottiglieriDirector
Elizabeth VanderpoolDirector
Heather FaveDirector
Jennifer NewtonDirector
Maria AlvarezDirector
Megan DetrickDirector
Richard RobinsonDirector
Tony BelcherDirector
Warren HowelerSecretary
Kelly WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$152,798
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$34,557
All Other Contributions
$127,118
Change in Net Assets
$57,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,821
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$14,820--$14,820
Other Expenses$11,800--$11,800
Office Expenses$6,214--$6,214
Advertising$1,938--$1,938
Fees for Services Accounting$1,100--$1,100
Insurance$675--$675
Total Functional Expenses$129,821$0$0$129,821
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,512
Fundraising Direct Expenses$26,501
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fling$52,735$38,055$4,577$33,478
Golf Tournament$33,457$22,457-$22,457
Total Events$86,192$60,512$26,501$34,011
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

Provided under written request

Filing and Contact Details

Filer

Filer Name
Wyalusing Area Education Foundation
EIN
43-1994808
Phone
5707461087
Address
PO BOX 204, WYALUSING, PA 18853

Signing Officer

Name
Robyn Lacy
Title
Chairwoman
Phone
5707461087
Signed
2024-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robyn Lacy
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Joseph R Aliciene & Co
Address
1216 MAIN ST, PITTSTON, PA 18640-1597
Preparer
Joseph R Aliciene Jr CPA
Phone
5706544469
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To assist in the improvement of the wyalusing school district library

Form 990, Part IX, Line 24E

Library donation 11,100 0 0 program expenses 3,720 0 0 total 14,820 0 0

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDED UNDER WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIBRARY DONATION 11,100 0 0 PROGRAM EXPENSES 3,720 0 0 TOTAL 14,820 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0255369
IRS990/TotalAssetsEOYAmt0312903
IRS990/TotalAssetsGrp/BOYAmt0255369
IRS990/TotalAssetsGrp/EOYAmt0312903
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0152798
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0129821
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129821
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0255369
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0312903
IRS990/TotalOtherProgSrvcExpenseAmt0129821
IRS990/TotalProgramServiceExpensesAmt0129821
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0187355
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0255369
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0312903
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0130 ROBYNS LANE
IRS990/USAddress/CityNm0SUGAR RUN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018846
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBYN LACY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRWOMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05707461087
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WYALUSING AREA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WYAL
ReturnHeader/Filer/EIN0431994808
ReturnHeader/Filer/PhoneNum05707461087
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 204
ReturnHeader/Filer/USAddress/CityNm0WYALUSING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018853
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814801053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSEPH R ALICIENE & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01216 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0186401597
ReturnHeader/PreparerPersonGrp/PhoneNum05706544469
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH R ALICIENE JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T13:34:33-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LACY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$1.33$1.35$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$1.87$1.30$0.58
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.73$1.55$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$2.99$2.81$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.19$2.19$0.77$0.91$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.34$2.34$0.46$0.53$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.41$2.41$0.93$0.94$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$2.30$2.38$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$7.02$8.35$1.33
2015Detailed filing. Detailed filing data is available for this year.$3.83$3.83$1.20$1.06$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.69$3.69$1.36$0.25$1.11
2013Summary only. Only limited summary data is available for this year.$2.58$0.00$1.13$0.69$0.44
2012Summary only. Only limited summary data is available for this year.$2.14$0.00$0.56$0.63$0.07
2011Summary only. Only limited summary data is available for this year.$2.21$0.00$0.72$0.21$0.51