Civic Intelligence

Iuec Scholarship Fund

990EZ • Fiscal year 2019 • EIN 46-4822803

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 09, 2020

Organization ProfileN/A
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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-4900%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$69,843

Down $17,150 (-20%) from 2018

Net Assets

Down

$69,843

Down $17,150 (-20%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Up

$350

Up $350 from 2018

Expenses

Down

$17,500

Down $5,100 (-23%) from 2018

Net Income

Up

-$17,150

Up $5,450 (+24%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2019

Assets$69,843
Liabilities$0
Net Assets$69,843
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$350
Expenses$17,500
Net Income-$17,150
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.2
Gross Receipts
$350
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 30,2019, APPROVED SCHOLARSHIPS AWARDS TO FIVE ELIGIBLE INDIVIDUALS.$0$17,500
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE GARFOLDTrustee-$0--
RICK AMAROSATrustee-$0--
GRAHAM FITZSIMMONSTrustee-$0--
DONALD SCHAFERTrustee-$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
2020-07-09
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 10, GRANTS AND SIMILAR AMOUNTS PAID:

“During the year the fund awarded scholarships to eligible individuals.”

Raw XML Appendix139 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/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE GARFOLD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRAHAM FITZSIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD SCHAFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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 30,2019, APPROVED SCHOLARSHIPS AWARDS TO FIVE ELIGIBLE INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt0350
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt085350
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01000
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalSupportAmt086350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE YEAR THE FUND AWARDED SCHOLARSHIPS TO ELIGIBLE INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04109536150
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ReturnHeader/Filer/EIN0464822803
ReturnHeader/Filer/PhoneNum04109536150
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ReturnHeader/FilingSecurityInformation/IPTm016:10:57
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL A WINTERS & COMPANY CPAS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019317
ReturnHeader/PreparerPersonGrp/PhoneNum06103582000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG D WINTERS CPA
ReturnHeader/ReturnTs02020-07-09T15:11:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$69,843
Liabilities
$0
Net assets
$69,843
Revenue
$350
Expenses
$17,500
Net income
-$17,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.50$0.23$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.25$0.23$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.00$0.23$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.00$0.25$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.35$0.28$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.00$0.18$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.00$0.23$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.89$0.28$0.61
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.01$0.26$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.00$0.74
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits