Civic Intelligence

Alan F Wohlstetter Scholarship Fund Inc

EIN 43-2028242 • 501(c)3 • Alexandria, VA

Profile

The purpose of the fund is the furtherance of education in the areas of transportation, physical distribution and logistics through the award of scholarships to qualified persons to attend accredited colleges and universities for the purpose of education in these designated fields.

1600 Duke Street 440Alexandria, VA 22314

www.afwscholarship.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.10x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.41x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

46th percentile

2.5%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

47%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$507,172

Up $30,701 (+6.4%) from 2023

Liabilities

Up

$52,500

Up $27,500 (+110%) from 2023

Net Assets

Up

$454,672

Up $3,201 (+0.7%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin46th percentile

Revenue

Up

$127,718

Up $40,718 (+47%) from 2023

Expenses

Up

$124,517

Up $46,162 (+59%) from 2023

Net Income

Down

$3,201

Down $5,444 (-63%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $364,781Liabilities 2011: $5252011Assets 2012: $403,447Liabilities 2012: $10,285Net Assets 2012: $393,1622012Assets 2013: $411,179Liabilities 2013: $5,525Net Assets 2013: $405,6542013Assets 2014: $449,207Liabilities 2014: $5,525Net Assets 2014: $443,6822014Assets 2015: $446,752Liabilities 2015: $1,025Net Assets 2015: $445,7272015Assets 2016: $439,069Liabilities 2016: $30,000Net Assets 2016: $409,0692016Assets 2017: $490,981Liabilities 2017: $45,000Net Assets 2017: $445,9812017Assets 2018: $484,244Liabilities 2018: $43,500Net Assets 2018: $440,7442018Assets 2019: $475,284Liabilities 2019: $39,845Net Assets 2019: $435,4392019Assets 2020: $477,529Liabilities 2020: $37,500Net Assets 2020: $440,0292020Assets 2021: $519,096Liabilities 2021: $42,500Net Assets 2021: $476,5962021Assets 2022: $480,326Liabilities 2022: $37,500Net Assets 2022: $442,8262022Assets 2023: $476,471Liabilities 2023: $25,000Net Assets 2023: $451,4712023Assets 2024: $507,172Liabilities 2024: $52,500Net Assets 2024: $454,6722024

Highlighted filing

2024

Assets$507,172
Liabilities$52,500
Net Assets$454,672
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $77,247Expenses 2011: $22,651Net Income 2011: $54,5962011Revenue 2012: $62,604Expenses 2012: $33,698Net Income 2012: $28,9062012Revenue 2013: $104,929Expenses 2013: $92,437Net Income 2013: $12,4922013Revenue 2014: $90,796Expenses 2014: $52,768Net Income 2014: $38,0282014Revenue 2015: $66,069Expenses 2015: $54,024Net Income 2015: $12,0452015Revenue 2016: $32,963Expenses 2016: $69,621Net Income 2016: -$36,6582016Revenue 2017: $72,298Expenses 2017: $50,386Net Income 2017: $21,9122017Revenue 2018: $56,017Expenses 2018: $57,295Net Income 2018: -$1,2782018Revenue 2019: $29,256Expenses 2019: $34,561Net Income 2019: -$5,3052019Revenue 2020: $50,002Expenses 2020: $45,412Net Income 2020: $4,5902020Revenue 2021: $83,009Expenses 2021: $46,442Net Income 2021: $36,5672021Revenue 2022: $30,487Expenses 2022: $64,257Net Income 2022: -$33,7702022Revenue 2023: $87,000Expenses 2023: $78,355Net Income 2023: $8,6452023Revenue 2024: $127,718Expenses 2024: $124,517Net Income 2024: $3,2012024

Highlighted filing

2024

Revenue$127,718
Expenses$124,517
Net Income$3,201
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$507,172
Liabilities
$52,500
Net assets
$454,672
Revenue
$127,718
Expenses
$124,517
Net income
$3,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.53$4.55$1.28$1.25$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.25$4.51$0.87$0.78$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.80$0.38$4.43$0.30$0.64$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.43$4.77$0.83$0.46$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.38$4.40$0.50$0.45$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.40$4.35$0.29$0.35$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.44$4.41$0.56$0.57$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.91$0.45$4.46$0.72$0.50$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.39$0.30$4.09$0.33$0.70$0.37
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.01$4.46$0.66$0.54$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.06$4.44$0.91$0.53$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.06$4.06$1.05$0.92$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.10$3.93$0.63$0.34$0.29
2011Summary only. Only limited summary data is available for this year.$3.65$0.01$0.77$0.23$0.55
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$30,487
Mission and Program Overview

Mission

The purpose of the fund is the furtherance of education in the areas of transportation, physical distribution and logistics through the award of scholarships to qualified persons to attend accredited colleges and universities for the purpose of education in these designated fields.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$496,403$470,284▼ $26,119
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$519,096$480,326▼ $38,770
Other Assets Total$22,693$10,042▼ $12,651
Liabilities
Accounts Payable and Accrued Expenses$42,500$37,500▼ $5,000
Total Liabilities$42,500$37,500▼ $5,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$476,596$442,826▼ $33,770
Total Net Assets Fund Balance$476,596$442,826▼ $33,770
Total Liabilities and Net Assets / Fund Balance$519,096$480,326▼ $38,770

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$2,655$2,655
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Dan GoldbergFundraising Comm. Chair
Maria Andrea RodriguezPresident
Ann WohlstetterDirector
Charles L WhiteDirector
Georgia AngellDirector
Heather EngelDirector
Jacqueline StoufferDirector
Michael RichardsonDirector
Enrique LopezSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,743
Program Service Revenue
$0
Investment Income
$-30,256
Other Revenue
$0
All Other Contributions
$60,743
Change in Net Assets
$-33,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,500
Other Expenses$26,757
Total Fundraising Expense$2,025
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$27,500--$27,500
Fees for Services Other$5,000$5,000-$10,000
Foreign Grants$10,000--$10,000
Advertising--$2,025$2,025
Other Expenses$14,312$420-$420
Total Functional Expenses$56,812$5,420$2,025$64,257
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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, Part VI, Section B, Line 11B

“A draft copy of form 990 is made avaiable to the board of directors prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The scholarship fund makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Alan F Wohlstetter Scholarship Fund Inc
EIN
43-2028242
Phone
7033179950
Address
1600 DUKE STREET 440, ALEXANDRIA, VA 22314

Signing Officer

Name
Charles L White
Title
Director
Phone
7033179950
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maria Andrea Rodriguez
Formed
2003
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Jones & Mcintyre Pllc
Address
6506 LOISDALE ROAD SUITE 330, SPRINGFIELD, VA 22150
Preparer
Joey Jay Jones CPA
Phone
7038664500
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“The scholarship fund's mission is the furtherance of education in the areas of transportation, physical distribution and logistics through the award of scholarships to qualified persons to attend accredited colleges and universities for the purpose of education in these designated fields.”

Form 990, Part III, Line 1

“The scholarship fund's mission is the furtherance of education in the areas of transportation, physical distribution and logistics through the award of scholarships to qualified persons to attend accredited colleges and universities for the purpose of education in these designated fields.”

Form 990, Part IX, Line 11G

“Program and admin support: program service expenses 5,000. Management and general expenses 5,000. Fundraising expenses 0. Total expenses 10,000.”

Raw XML Appendix393 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt042500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt037500
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/FundraisingAmt02025
IRS990/AdvertisingGrp/TotalAmt02025
IRS990/AllOtherContributionsAmt060743
IRS990/BooksInCareOfDetail/PersonNm0STEVE COX
IRS990/BooksInCareOfDetail/PhoneNum07033179950
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 DUKE STREET SUITE 440
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022314
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0496403
IRS990/CashNonInterestBearingGrp/EOYAmt0470284
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt060743
IRS990/CYGrantsAndSimilarPaidAmt037500
IRS990/CYInvestmentIncomeAmt0-30256
IRS990/CYOtherExpensesAmt026757
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-33770
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt064257
IRS990/CYTotalFundraisingExpenseAmt02025
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt030487
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FOR FY 2022, THE SCHOLARSHIP FUND AWARDED SIX $5,000 SCHOLARSHIPS AND ONE $7,500 SCHOLARSHIP.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt037500
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05000
IRS990/FeesForServicesOtherGrp/TotalAmt010000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt010000
IRS990/ForeignGrantsGrp/TotalAmt010000
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0GEORGIA ANGELL
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES L WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm2MARIA ANDREA RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3HEATHER ENGEL
IRS990/Form990PartVIISectionAGrp/PersonNm4JACQUELINE STOUFFER
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ENRIQUE LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm7ANN WOHLSTETTER
IRS990/Form990PartVIISectionAGrp/PersonNm8DAN GOLDBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8FUNDRAISING COMM. CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt037500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt027500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt027500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt030487
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0-30256
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-30256
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02655
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt02655
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0476596
IRS990/NetAssetsOrFundBalancesEOYAmt0442826
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0476596
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0442826
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt022693
IRS990/OtherAssetsTotalGrp/EOYAmt010042
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INDUSTRY TRAINING
IRS990/OtherExpensesGrp/Desc1BANK CHARGES AND CC FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0420
IRS990/OtherExpensesGrp/ProgramServicesAmt014312
IRS990/OtherExpensesGrp/TotalAmt014312
IRS990/OtherExpensesGrp/TotalAmt1420
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARIA ANDREA RODRIGUEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0INDUSTRY TRAINING AND OTHER PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019312
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt061973
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt042500
IRS990/PYInvestmentIncomeAmt021036
IRS990/PYOtherExpensesAmt03942
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt036567
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt046442
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt083009
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-33770
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt061973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0263278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011283
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0725
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045390
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61780
IRS990ScheduleA/PublicSupportPY170Pct00.66860
IRS990ScheduleA/PublicSupportTotal170Amt0190698
IRS990ScheduleA/SubstantialContributorsTotAmt072580
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt061973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038719
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt028010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073833
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0263278
IRS990ScheduleA/TotalSupportAmt0308668
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02655
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02655
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt05000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt15000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/DescriptionOfNonCashAsstTxt0THE APPLICATION FOR THE ALAN F. WOHLSTETTER SCHOLARSHIP (AFWS) OF $5,000 USD OPENS ON JANUARY 1ST EACH YEAR WITH A DEADLINE OF MAY 1ST. THE APPLICATION IS POSTED ON THE INTERNATIONAL ASSOCIATION OF MOVERS (IAM) WEBSITE AND ADVERTISED THROUGH IAM'S NEWSLETTERS AND SOCIAL MEDIA. AFTER MAY 1ST, THE APPLICATIONS ARE DOWNLOADED AND REVIEWED BY STAFF TO ENSURE THAT ALL REQUIREMENTS ARE MET. FOR INCOMPLETE APPLICATIONS, IAM STAFF WILL MAKE EVERY ATTEMPT TO REACH OUT TO THE APPLICANT TO COLLECT THE INFORMATION. THE AFWS BOARD CHAIR AND SECRETARY MEET WITH IAM STAFF TO REVIEW THE APPLICANTS AND CONFIRM WHICH APPLICANTS MEET THE ESTABLISHED CRITERIA AND WHICH DO NOT. THE INFORMATION FOR ALL ELIGIBLE APPLICANTS IS THEN SHARED WITH ALL THE BOARD MEMBERS FOR REVIEW AND DISCUSSION AT THE SUMMER BOARD MEETING. EACH BOARD MEMBER THEN VOTES TO IDENTIFY WHICH APPLICANTS WILL BE AWARDED THE SCHOLARSHIP.
IRS990ScheduleF/ForeignIndividualsGrantsGrp/DescriptionOfNonCashAsstTxt1SEE ABOVE.
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt01
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt11
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0SCHOLARSHIP AWARD
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1SCHOLARSHIP AWARD
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0THE APPLICATION FOR THE ALAN F. WOHLSTETTER SCHOLARSHIP (AFWS) OF $5,000 USD OPENS ON JANUARY 1ST EACH YEAR WITH A DEADLINE OF MAY 1ST. THE APPLICATION IS POSTED ON THE INTERNATIONAL ASSOCIATION OF MOVERS (IAM) WEBSITE AND ADVERTISED THROUGH IAM'S NEWSLETTERS AND SOCIAL MEDIA. AFTER MAY 1ST, THE APPLICATIONS ARE DOWNLOADED AND REVIEWED BY STAFF TO ENSURE THAT ALL REQUIREMENTS ARE MET. FOR INCOMPLETE APPLICATIONS, IAM STAFF WILL MAKE EVERY ATTEMPT TO REACH OUT TO THE APPLICANT TO COLLECT THE INFORMATION. THE AFWS BOARD CHAIR AND SECRETARY MEET WITH IAM STAFF TO REVIEW THE APPLICANTS AND CONFIRM WHICH APPLICANTS MEET THE ESTABLISHED CRITERIA AND WHICH DO NOT. THE INFORMATION FOR ALL ELIGIBLE APPLICANTS IS THEN SHARED WITH ALL THE BOARD MEMBERS FOR REVIEW AND DISCUSSION AT THE SUMMER BOARD MEETING. EACH BOARD MEMBER THEN VOTES TO IDENTIFY WHICH APPLICANTS WILL BE AWARDED THE SCHOLARSHIP.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIP FUND'S MISSION IS THE FURTHERANCE OF EDUCATION IN THE AREAS OF TRANSPORTATION, PHYSICAL DISTRIBUTION AND LOGISTICS THROUGH THE AWARD OF SCHOLARSHIPS TO QUALIFIED PERSONS TO ATTEND ACCREDITED COLLEGES AND UNIVERSITIES FOR THE PURPOSE OF EDUCATION IN THESE DESIGNATED FIELDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SCHOLARSHIP FUND'S MISSION IS THE FURTHERANCE OF EDUCATION IN THE AREAS OF TRANSPORTATION, PHYSICAL DISTRIBUTION AND LOGISTICS THROUGH THE AWARD OF SCHOLARSHIPS TO QUALIFIED PERSONS TO ATTEND ACCREDITED COLLEGES AND UNIVERSITIES FOR THE PURPOSE OF EDUCATION IN THESE DESIGNATED FIELDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT COPY OF FORM 990 IS MADE AVAIABLE TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SCHOLARSHIP FUND MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM AND ADMIN SUPPORT: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0519096
IRS990/TotalAssetsEOYAmt0480326
IRS990/TotalAssetsGrp/BOYAmt0519096
IRS990/TotalAssetsGrp/EOYAmt0480326
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt060743
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02025
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05420
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056812
IRS990/TotalFunctionalExpensesGrp/TotalAmt064257
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042500
IRS990/TotalLiabilitiesEOYAmt037500
IRS990/TotalLiabilitiesGrp/BOYAmt042500
IRS990/TotalLiabilitiesGrp/EOYAmt037500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0476596
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0442826
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt056812
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-30256
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030487
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0519096
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0480326
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01600 DUKE STREET 440
IRS990/USAddress/CityNm0ALEXANDRIA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022314
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.AFWSCHOLARSHIP.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES L WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07033179950
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAN F WOHLSTETTER SCHOLARSHIP FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0432028242
ReturnHeader/Filer/PhoneNum07033179950
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 DUKE STREET 440
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022314
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753218994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & MCINTYRE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06506 LOISDALE ROAD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022150
ReturnHeader/PreparerPersonGrp/PhoneNum07038664500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEY JAY JONES CPA
ReturnHeader/ReturnTs02023-05-15T11:00:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.