Civic Intelligence

The William R Fry Fund Trust

EIN 46-4140684 • 501(c)3 • Alexandria, VA

Profile

To support catholic charities usa in its mission to aid member agencies with their efforts to reduce poverty.

2050 BALLENGER AVENUE Suite 400Alexandria, VA 22314

www.catholiccharitiesusa.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$490,130

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 61.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

195%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,930,156

Up $23,838 (+0.5%) from 2018

Liabilities

Down

$0

Down $148,301 (-100%) from 2018

Net Assets

Up

$4,930,156

Up $172,139 (+3.6%) from 2018

Operations
Liabilities / Revenue20th percentileNet Margin99th percentile

Revenue

Up

$801,056

Up $529,672 (+195%) from 2018

Expenses

Down

$9,986

Down $58,981 (-86%) from 2018

Net Income

Up

$791,070

Up $588,653 (+291%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $4,037,211Liabilities 2014: $11,813Net Assets 2014: $4,025,3982014Assets 2015: $4,035,609Liabilities 2015: $25,363Net Assets 2015: $4,010,2462015Assets 2016: $4,002,798Liabilities 2016: $80,855Net Assets 2016: $3,921,9432016Assets 2017: $4,522,656Liabilities 2017: $118,306Net Assets 2017: $4,404,3502017Assets 2018: $4,906,318Liabilities 2018: $148,301Net Assets 2018: $4,758,0172018Assets 2019: $4,930,156Liabilities 2019: $0Net Assets 2019: $4,930,1562019

Highlighted filing

2019

Assets$4,930,156
Liabilities$0
Net Assets$4,930,156
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $3,851,102Expenses 2014: $24,965Net Income 2014: $3,826,1372014Revenue 2015: $116,514Expenses 2015: $49,615Net Income 2015: $66,8992015Revenue 2016: $876Expenses 2016: $99,550Net Income 2016: -$98,6742016Revenue 2017: $147,931Expenses 2017: $72,292Net Income 2017: $75,6392017Revenue 2018: $271,384Expenses 2018: $68,967Net Income 2018: $202,4172018Revenue 2019: $801,056Expenses 2019: $9,986Net Income 2019: $791,0702019

Highlighted filing

2019

Revenue$801,056
Expenses$9,986
Net Income$791,070
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,930,156
Liabilities
$0
Net assets
$4,930,156
Revenue
$801,056
Expenses
$9,986
Net income
$791,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.80$0.01$0.79
2018Detailed filing. Detailed filing data is available for this year.$4.91$0.15$4.76$0.27$0.07$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.52$0.12$4.40$0.15$0.07$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.08$3.92$0.00$0.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.03$4.01$0.12$0.05$0.07
2014Summary only. Only limited summary data is available for this year.$4.04$0.01$4.03$3.85$0.02$3.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 16, 2020
Return Version
2018v3.1
Gross Receipts
$4,636,591
Mission and Program Overview

Mission

To support catholic charities usa in its mission to aid member agencies with their efforts to reduce poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,906,318$578,457▼ $4,327,861
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,906,318$4,930,156▲ $23,838
Other Assets Total$0$4,351,699▲ $4,351,699
Liabilities
Other Liabilities$148,301$0▼ $148,301
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$148,301$0▼ $148,301
Net Assets / Fund Balance
Unrestricted Net Assets$4,758,017$4,930,156▲ $172,139
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$4,758,017$4,930,156▲ $172,139
Total Liabilities and Net Assets / Fund Balance$4,906,318$4,930,156▲ $23,838

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,351,699--
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Sister Donna MarkhamActing Chair
Sidney SimmonsTrustee
Steven BresnahanTrustee
Keith StylesAssistant Secretary
Gregory KepferleSecretary
Sean RoddyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$801,056
Other Revenue
$0
Change in Net Assets
$791,070
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,986
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
Fees for Service Investment Mgmnt Fees-$8,853-$8,853
Other Expenses$0$1,133$0$1,133
Total Functional Expenses$0$9,986$0$9,986
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11:

“The complete copy of the form 990 will be reviewed by the board of trustees before it is signed by the cfo of catholic charities usa and filed.”

FORM 990, PART VI, SECTION B, LINE 12A:

“The members of the board of trustees annually must complete the organization's conflict of interest form to declare any potential conflict. The independent trustees are identified on the board roster. Guidance on the appropriate handling of conflict of interest compliance is provided to the board chair and organization president by outside independent general counsel. The board conducts its business through board resolutions. As each resolution is considered, the conflicted member will excuse themself from the vote, as well as the deliberation and board room, if necessary. The board chair makes note of this, and it will also be reflected in the minutes.”

FORM 990, Part VI, Section B, Lines 15A & 15B:

“William fry fund has no employees. However, under the memorandum of understanding between william fry fund and catholic charities usa regarding the utilization of services of certain employees of ccusa, salaries and benefits expense has been allocated to william fry fund by catholic charities usa, representing services performed by shared employees for the benefit of the trust that are not oversight and supervisory services and that are based on direct hourly labor charge, plus corporate fringe benefit charge, multiplied by the number of hours worked on trust activities.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The William R Fry Fund Trust
EIN
46-4140684
In Care Of
% SEAN RODDY
Phone
7032366206
Address
2050 BALLENGER AVENUE Suite 400, ALEXANDRIA, VA 22314

Signing Officer

Name
Sean Roddy
Title
Treasurer
Phone
7035491390
Signed
2020-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elida El-gawly
Formed
2013
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Marc Berger
Phone
7038930600
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Neither CCUSA nor the WFF Trust are aware of any activities that would jeopardize the tax-exempt status of either filing organization. CCUSA pays unrelated business income tax on the parking benefits offered to its employees and has accrued an estimate of amounts due through June 30, 2019. As of June 30, 2019, there are no identified uncertain tax positions.”

Raw XML AppendixShowing 400 of 533 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.

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IRS990/RelatedEntityInd0true
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
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IRS990/ReportOtherAssetsInd0true
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS IN ITS SIXTH TAX YEAR AS A SECTION 501(C)(3) AND FAILED TO MEET THE PUBLIC SUPPORT TEST FOR 2018 CALCULATED ON SCHEDULE A, PART III, LINE 15. THE PUBLIC SUPPORT PERCENTAGE FOR ITS FIRST 5 TAX YEARS IS 88.77% AND THE INVESTMENT INCOME PERCENTAGE FOR ITS FIRST 5 TAX YEARS IS 11.22%. UNDER THESE CIRCUMSTANCES THE ORGANIZATION QUALIFIES AS A PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(2).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, SECTION D, LINE 20:
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IRS990ScheduleA/InvestmentIncomeCYPct01.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PrivateFoundation509Ind0X
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IRS990ScheduleA/Total509Grp/TotalAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED PARTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Neither CCUSA nor the WFF Trust are aware of any activities that would jeopardize the tax-exempt status of either filing organization. CCUSA pays unrelated business income tax on the parking benefits offered to its employees and has accrued an estimate of amounts due through June 30, 2019. As of June 30, 2019, there are no identified uncertain tax positions.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ASSISTANT SECRETARY
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