Civic Intelligence

Alan F Wohlstetter Scholarship Fund Inc

990 • Fiscal year 2024 • EIN 43-2028242

Jul 01, 2023 to Jun 30, 2024 • Filed on May 07, 2025

1600 Duke Street 440Alexandria, VA 22314

(703) 317-9950

Siviq Scores

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

Liabilities / Assets

69th percentile

0.10x

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

2024 filings • 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.

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

Net Margin

45th percentile

2.5%

Higher net margin than 45% of similar nonprofits.

2024 filings • 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.

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

Asset Growth

56th percentile

6.4%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

81st percentile

47%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$507,172

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

Net Assets

Up

$454,672

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

Liabilities

Up

$52,500

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

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

Historical Trend

Balance Sheet Trend

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

$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

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$127,718
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$455,965$462,587▲ $6,622
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$476,471$507,172▲ $30,701
Other Assets Total$20,506$44,585▲ $24,079
Liabilities
Accounts Payable and Accrued Expenses$25,000$52,500▲ $27,500
Total Liabilities$25,000$52,500▲ $27,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$451,471$454,672▲ $3,201
Total Net Assets Fund Balance$451,471$454,672▲ $3,201
Total Liabilities and Net Assets / Fund Balance$476,471$507,172▲ $30,701

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$2,655$2,655
Other Assets Org$44,585--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Don GoldbergFundraising Comm. Chair
Maria Andrea RodriguezPresident
Ann WohlstetterDirector
Brian LimperopulosDirector
Georgia AngellDirector
Heather EngelDirector
John BurrowsDirector
Terry HeadDirector
Enrique LopezSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$109,620
Program Service Revenue
$0
Investment Income
$18,098
Other Revenue
$0
All Other Contributions
$109,620
Change in Net Assets
$3,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,017
Grants and Similar Amounts Paid$52,500
Total Fundraising Expense$2,025
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$52,500--$52,500
Fees for Services Other-$37,500-$37,500
Fees for Services Accounting-$3,375-$3,375
Advertising--$2,025$2,025
Other Expenses$27,115$1,977-$1,977
Office Expenses-$25-$25
Total Functional Expenses$79,615$42,877$2,025$124,517
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
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
Yes
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 A, Line 4

The alan f. Wohlstetter scholarship fund has changed its name and expanded its purposes and objectives. The new name is the global moving foundation. The global moving foundation's stategic plan, priorities and objectives can be seen at globalmovingfoundation.org.

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 foundation makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Global Moving Foundation
EIN
43-2028242
Phone
7033179950
Address
1600 DUKE STREET 440, ALEXANDRIA, VA 22314

Signing Officer

Name
Brian Limperopulos
Title
Director
Phone
7033179950
Signed
2025-05-07
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

To advance the professionalism and viability of our workforce and foster a culture of accesibility, excellence and continuous improvement.

Form 990, Part III, Line 1

To advance the professionalism and viability of our workforce and foster a culture of accesibility, excellence and continuous improvement.

Form 990, Part IX, Line 11G

Consulting: program service expenses 0. Management and general expenses 12,500. Fundraising expenses 0. Total expenses 12,500. Management fees: program service expenses 0. Management and general expenses 25,000. Fundraising expenses 0. Total expenses 25,000.

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IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt05000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt17500
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0CHECK OR WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1CHECK OR WIRE TRANSFER
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt01
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt11
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1SOUTH AMERICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0SCHOLARSHIP AWARD
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1SCHOLARSHIP AWARD
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt052500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE WOHLSTETTER AWARD APPLICATION AND REQUIREMENTS ARE POSTED ON THE FOUNDATION'S WEBSITE AND ADVERTISED THROUGH THE INTERNATIONAL ASSOCIATION OF MOVER'S (IAM) NEWSLETTERS AND SOCIAL MEDIA. FOR FY 2024 THE APPLICATIONS WERE REVIEWED BY STAFF TO ENSURE THAT ALL REQUIREMENTS WERE MET. FOR INCOMPLETE APPLICATIONS, IAM STAFF MADE EVERY ATTEMPT TO REACH OUT TO THE APPLICANT TO COLLECT THE MISSING INFORMATION. THE FOUNDATION'S BOARD CHAIR AND SECRETARY MET WITH IAM STAFF TO REVIEW THE APPLICATIONS AND CONFIRM WHICH APPLICANTS MET THE ESTABLISHED CRITERIA AND WHICH DID NOT. THE INFORMATION FOR ELIGIBLE APPLICANTS WAS THEN SHARED WITH ALL THE BOARD MEMBERS FOR REVIEW AND DISCUSSION AT THE SUMMER BOARD MEETING. EACH BOARD MEMBER VOTED TO IDENTIFY WHICH APPLICANTS WOULD BE AWARDED A SCHOLARSHIP.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART 1
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ADVANCE THE PROFESSIONALISM AND VIABILITY OF OUR WORKFORCE AND FOSTER A CULTURE OF ACCESIBILITY, EXCELLENCE AND CONTINUOUS IMPROVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ADVANCE THE PROFESSIONALISM AND VIABILITY OF OUR WORKFORCE AND FOSTER A CULTURE OF ACCESIBILITY, EXCELLENCE AND CONTINUOUS IMPROVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ALAN F. WOHLSTETTER SCHOLARSHIP FUND HAS CHANGED ITS NAME AND EXPANDED ITS PURPOSES AND OBJECTIVES. THE NEW NAME IS THE GLOBAL MOVING FOUNDATION. THE GLOBAL MOVING FOUNDATION'S STATEGIC PLAN, PRIORITIES AND OBJECTIVES CAN BE SEEN AT GLOBALMOVINGFOUNDATION.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT COPY OF FORM 990 IS MADE AVAIABLE TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,500. MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0476471
IRS990/TotalAssetsEOYAmt0507172
IRS990/TotalAssetsGrp/BOYAmt0476471
IRS990/TotalAssetsGrp/EOYAmt0507172
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0109620
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02025
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042877
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079615
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124517
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025000
IRS990/TotalLiabilitiesEOYAmt052500
IRS990/TotalLiabilitiesGrp/BOYAmt025000
IRS990/TotalLiabilitiesGrp/EOYAmt052500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0451471
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0454672
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt079615
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018098
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127718
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0476471
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0507172
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.GLOBALMOVINGFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN LIMPEROPULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07033179950
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLOBAL MOVING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GLOB
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/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02025-05-07T08:41:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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