Civic Intelligence

Iuec Scholarship Fund

990EZ • Fiscal year 2016 • EIN 46-4822803

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

7154 Columbia Gateway DriveColumbia, MD 21046

(410) 953-6150

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-2500%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$48,593

Down $25,000 (-34%) from 2015

Net Assets

Down

$48,593

Down $25,000 (-34%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,000

Up $1,000 from 2015

Expenses

Up

$26,000

Up $25,743 (+10017%) from 2015

Net Income

Down

-$25,000

Down $24,743 (-9628%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $73,850Liabilities 2014: $02014Assets 2015: $73,593Liabilities 2015: $0Net Assets 2015: $73,5932015Assets 2016: $48,593Liabilities 2016: $0Net Assets 2016: $48,5932016Assets 2017: $109,593Liabilities 2017: $0Net Assets 2017: $109,5932017Assets 2018: $86,993Liabilities 2018: $0Net Assets 2018: $86,9932018Assets 2019: $69,843Liabilities 2019: $0Net Assets 2019: $69,8432019Assets 2020: $77,447Liabilities 2020: $0Net Assets 2020: $77,4472020Assets 2021: $52,373Liabilities 2021: $0Net Assets 2021: $52,3732021Assets 2022: $29,849Liabilities 2022: $0Net Assets 2022: $29,8492022Assets 2023: $32,327Liabilities 2023: $0Net Assets 2023: $32,3272023Assets 2024: $59,764Liabilities 2024: $0Net Assets 2024: $59,7642024

Highlighted filing

2016

Assets$48,593
Liabilities$0
Net Assets$48,593

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $73,850Expenses 2014: $0Net Income 2014: $73,8502014Revenue 2015: $0Expenses 2015: $257Net Income 2015: -$2572015Revenue 2016: $1,000Expenses 2016: $26,000Net Income 2016: -$25,0002016Revenue 2017: $88,500Expenses 2017: $27,500Net Income 2017: $61,0002017Revenue 2018: $0Expenses 2018: $22,600Net Income 2018: -$22,6002018Revenue 2019: $350Expenses 2019: $17,500Net Income 2019: -$17,1502019Revenue 2020: $35,114Expenses 2020: $27,510Net Income 2020: $7,6042020Revenue 2021: $0Expenses 2021: $25,074Net Income 2021: -$25,0742021Revenue 2022: $0Expenses 2022: $22,524Net Income 2022: -$22,5242022Revenue 2023: $25,000Expenses 2023: $22,522Net Income 2023: $2,4782023Revenue 2024: $50,000Expenses 2024: $22,563Net Income 2024: $27,4372024

Highlighted filing

2016

Revenue$1,000
Expenses$26,000
Net Income-$25,000
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$1,000
Mission and Program Overview

Mission

The iuec scholarship fund was established and is maintained to provide scholarship benefits to dependents of members of the international union of elevator constructors (iuec). This is essentially the only program service of the organization and all of the revenues and expenses are considered to be for this purpose.

The iuec scholarship fund was established and is maintained to provided scholarship benefits to dependents of members of the international union of elevator constructors (iuec). This is essentially the only program service of the organization and all of the revenues and expenses are considered to be for this purpose.

Program Services

DescriptionGrantsExpenses
FOR THE PURPOSE TO STIMULATE INTEREST IN THE PURSUIT OF HIGHER EDUCATION AMONGST UNION MEMEBERS AND THEIR DEPENDENTS,THE FUND, DURING THE YEAR ENDED JUNE 30,2016 HAS AWARDED FIVE ELIGIBLE SCHOLARSHIP AWARDEES TWO SEPARATE $2,500 SCHOLARSHIP AWARDS.$0$25,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WALKERTrustee-$0--
DAN VINETTETrustee-$0--
MIKE GARFOLDTrustee-$0--
STEVE SIMPSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Iuec Scholarship Fund
EIN
46-4822803
Phone
4109536150
Address
7154 COLUMBIA GATEWAY DRIVE, COLUMBIA, MD 21046

Signing Officer

Name
Michael Garfold
Title
Trustee
Phone
4109536150
Signed
2017-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Daniel a Winters & Company Cpas
Address
6 DICKINSON DR STE 205, CHADDS FORD, PA 19317
Preparer
Craig D Winters CPA
Phone
6103582000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: tax filing fee reimbursement. Amount: 1,000.

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

Description: reimbursement to union. Amount: 1,000.

Raw XML Appendix135 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/BusinessName/BusinessNameLine1Txt0LARRY MCGANN
IRS990EZ/BooksInCareOfDetail/PhoneNum04109536150
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07154 COLUMBIA GATEWAY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021046
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073593
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048593
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-25000
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073593
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048593
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025000
IRS990EZ/GrossReceiptsAmt01000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073593
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048593
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073593
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048593
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN VINETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE GARFOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01000
IRS990EZ/OtherRevenueTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE IUEC SCHOLARSHIP FUND WAS ESTABLISHED AND IS MAINTAINED TO PROVIDED SCHOLARSHIP BENEFITS TO DEPENDENTS OF MEMBERS OF THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS (IUEC). THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOR THE PURPOSE TO STIMULATE INTEREST IN THE PURSUIT OF HIGHER EDUCATION AMONGST UNION MEMEBERS AND THEIR DEPENDENTS,THE FUND, DURING THE YEAR ENDED JUNE 30,2016 HAS AWARDED FIVE ELIGIBLE SCHOLARSHIP AWARDEES TWO SEPARATE $2,500 SCHOLARSHIP AWARDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026000
IRS990EZ/TotalProgramServiceExpensesAmt025000
IRS990EZ/TotalRevenueAmt01000
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SCHOLARSHIP FUND WAS CREATED ON MAY 14, 2014 AND HAS A YEAR ENDING JUNE 30, 2014. ACCORDINGLY THE FUND'S INITIAL RETURN FOR THE YEAR ENDING JUNE 30, 2014 WAS A SHORT-YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 13
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt073850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073850
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt073850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt073850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073850
IRS990ScheduleA/TotalSupportAmt074850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TAX FILING FEE REIMBURSEMENT. AMOUNT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REIMBURSEMENT TO UNION. AMOUNT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL GARFOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04109536150
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IUEC SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0IUEC
ReturnHeader/Filer/EIN0464822803
ReturnHeader/Filer/PhoneNum04109536150
ReturnHeader/Filer/USAddress/AddressLine1Txt07154 COLUMBIA GATEWAY DRIVE
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021046
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232586736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL A WINTERS & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 DICKINSON DR STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHADDS FORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019317
ReturnHeader/PreparerPersonGrp/PhoneNum06103582000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG D WINTERS CPA
ReturnHeader/ReturnTs02017-02-14T13:28:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings