Civic Intelligence

Iuec Scholarship Fund

990EZ • Fiscal year 2017 • EIN 46-4822803

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

93rd percentile

126%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

8750%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$109,593

Up $61,000 (+126%) from 2016

Net Assets

Up

$109,593

Up $61,000 (+126%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$88,500

Up $87,500 (+8750%) from 2016

Expenses

Up

$27,500

Up $1,500 (+5.8%) from 2016

Net Income

Up

$61,000

Up $86,000 (+344%) from 2016

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

2017

Assets$109,593
Liabilities$0
Net Assets$109,593

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

2017

Revenue$88,500
Expenses$27,500
Net Income$61,000
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$88,500
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.

Program Services

DescriptionGrantsExpenses
FOR THE PURPOSE TO STIMULATE INTEREST IN THE PURSUIT OF HIGHER EDUCATION AMONGST UNION MEMBERS AND THEIR DEPENDENTS, THE FUND, DURING THE YEAR ENDED JUNE 30,2017 HAS AWARDED SIX ELIGIBLE SCHOLARSHIP AWARDEES ONE, OR TWO SEPARATE $2,500 SCHOLARSHIP AWARDS.$0$27,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE GARFOLDTrustee-$0--
RICK AMAROSATrustee-$0--
JAMES WALKERTrustee-$0--
DAN VINETTETrustee-$0--
STEVE SIMPSONTrustee-$0--
GRAHAM FITZSIMMONSTrustee-$0--
DONALD SCHAFERTrustee-$0--
DON WINKLETrustee-$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
2018-05-10
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: void check. Amount: 2,500. Description: irs fee correct. Amount: 1,000. Total to form 990-ez, line 8: 3,500.

Fprm 990-ez, Part I, Line 10, Grants and Similar Amounts Paid

During the year the fund awarded scholarships to eligible individuals.

Raw XML Appendix176 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04109536150
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021046
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048593
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE GARFOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK AMAROSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN VINETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GRAHAM FITZSIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DONALD SCHAFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DON WINKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt03500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOR THE PURPOSE TO STIMULATE INTEREST IN THE PURSUIT OF HIGHER EDUCATION AMONGST UNION MEMBERS AND THEIR DEPENDENTS, THE FUND, DURING THE YEAR ENDED JUNE 30,2017 HAS AWARDED SIX ELIGIBLE SCHOLARSHIP AWARDEES ONE, OR TWO SEPARATE $2,500 SCHOLARSHIP AWARDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt027500
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IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SCHOLARHSIP FUND WAS CREATED ON MAY 14, 2014 AND HAS A YEAR ENDING JUNE 30, 2014. ACCORDINGLY, THE FUND'S INITIAL RETURN FOR THE YEAR ENDED JUNE 30, 2014 WAS A SHORT-YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 13:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0158850
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0158850
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt073850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0158850
IRS990ScheduleA/TotalSupportAmt0159850
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: VOID CHECK. AMOUNT: 2,500. DESCRIPTION: IRS FEE CORRECT. AMOUNT: 1,000. TOTAL TO FORM 990-EZ, LINE 8: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING THE YEAR THE FUND AWARDED SCHOLARSHIPS TO ELIGIBLE INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FPRM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL GARFOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04109536150
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D4310819BEA0BD7F5FB6D802F053086166064107
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.123.47.35
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:00:58
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/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG D WINTERS CPA
ReturnHeader/ReturnTs02018-05-10T10:01:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings