Civic Intelligence

William J Cooke Memorial

EIN 51-0544093 • 501(c)3 • Philadelphia, PA

Profile

To provide educational scholarships

4369 RIcHMOND STREETPhiladelphia, PA 19137

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

66th percentile

8.4%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

62nd percentile

8.5%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$86,231

Up $6,649 (+8.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$86,231

Up $6,649 (+8.4%) from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin82nd percentile

Revenue

Up

$21,905

Up $1,714 (+8.5%) from 2015

Expenses

Down

$15,256

Down $3,864 (-20%) from 2015

Net Income

Up

$6,649

Up $5,578 (+521%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$100K$50K$0Assets 2010: $43,110Liabilities 2010: $0Net Assets 2010: $43,1102010Assets 2011: $48,436Liabilities 2011: $0Net Assets 2011: $48,4362011Assets 2012: $53,556Liabilities 2012: $0Net Assets 2012: $53,5562012Assets 2013: $62,306Liabilities 2013: $0Net Assets 2013: $62,3062013Assets 2014: $78,511Liabilities 2014: $0Net Assets 2014: $78,5112014Assets 2015: $79,582Liabilities 2015: $0Net Assets 2015: $79,5822015Assets 2016: $86,231Liabilities 2016: $0Net Assets 2016: $86,2312016

Highlighted filing

2016

Assets$86,231
Liabilities$0
Net Assets$86,231
Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

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

$30K$20K$10K$0-$10KRevenue 2010: $12,360Expenses 2010: $14,177Net Income 2010: -$1,8172010Revenue 2011: $12,474Expenses 2011: $7,148Net Income 2011: $5,3262011Revenue 2012: $12,210Expenses 2012: $7,090Net Income 2012: $5,1202012Revenue 2013: $26,785Expenses 2013: $18,035Net Income 2013: $8,7502013Revenue 2014: $26,826Expenses 2014: $13,572Net Income 2014: $13,2542014Revenue 2015: $20,191Expenses 2015: $19,120Net Income 2015: $1,0712015Revenue 2016: $21,905Expenses 2016: $15,256Net Income 2016: $6,6492016

Highlighted filing

2016

Revenue$21,905
Expenses$15,256
Net Income$6,649
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$86,231
Liabilities
$0
Net assets
$86,231
Revenue
$21,905
Expenses
$15,256
Net income
$6,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.2$0.00$86.2$21.9$15.3$6.65
2015Detailed filing. Detailed filing data is available for this year.$79.6$0.00$79.6$20.2$19.1$1.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.5$0.00$78.5$26.8$13.6$13.3
2013Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.3$26.8$18.0$8.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$0.00$53.6$12.2$7.09$5.12
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.4$0.00$48.4$12.5$7.15$5.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.1$0.00$43.1$12.4$14.2$1.82
Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$20,191
Mission and Program Overview

Mission

To provide educational scholarships

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS IN GOOD STANDING OF TEAMSTERS LOCAL UNION NO. 623.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J MORRISPresident-$0--
WILLIAM SHANAHANSecretary-$0--
GEORGE RUGGIERIChairman And Treasurer-$0--
JOAN MCGOVERNVice President-$0--
KEVIN MALLEEDirector-$0--
ROBERT WHARTENBYDirector-$0--
Izzy GrayDirector-$0--
Filing and Contact Details

Filer

Filer Name
William J Cooke Memorial
EIN
51-0544093
Phone
2152890580
Address
4369 RIcHMOND STREET, PHILADELPHIA, PA 19137

Signing Officer

Name
william j shanahan
Title
treasurer
Phone
2152890580
Signed
2016-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 214.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Scholarships. Grantee Name: scholarships to 19 individuals. Grantee Relationship: member's relative. Amount Given: 19,000.”

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

“Description: STATE FILING FEE. Amount: 100. Description: BANK CHARGES. Amount: 20. Total to Form 990-EZ, line 16: 120.”

Raw XML Appendix184 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/BusinessNameLine1Txt0william j shanahan
IRS990EZ/BooksInCareOfDetail/PhoneNum02152890580
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04369 RICHMOND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019137
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078511
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079582
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt019977
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01071
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt078511
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079582
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019000
IRS990EZ/GrossReceiptsAmt020191
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0214
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078511
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079582
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078511
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079582
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM J MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM SHANAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGE RUGGIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOAN MCGOVERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN MALLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT WHARTENBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Izzy Gray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN AND TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDenT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6diRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0120
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO CHILDREN OR GRANDCHILDREN OF MEMBERS IN GOOD STANDING OF TEAMSTERS LOCAL UNION NO. 623.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019120
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020191
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Union Fund
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt098742
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0214
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0182
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0338
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0214
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0182
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01113
IRS990ScheduleA/InvestmentIncomeCYPct00.01110
IRS990ScheduleA/InvestmentIncomePYPct00.01580
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98890
IRS990ScheduleA/PublicSupportPY509Pct00.98420
IRS990ScheduleA/PublicSupportTotal509Amt098742
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026644
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012136
IRS990ScheduleA/Total509Grp/TotalAmt098742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012474
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt099855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Scholarships. Grantee Name: scholarships to 19 individuals. Grantee Relationship: member's relative. Amount Given: 19,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: STATE FILING FEE. Amount: 100. Description: BANK CHARGES. Amount: 20. Total to Form 990-EZ, line 16: 120.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 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/PersonNm0william j shanahan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02152890580
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM J COOKE MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0510544093
ReturnHeader/Filer/PhoneNum02152890580
ReturnHeader/Filer/USAddress/AddressLine1Txt04369 RIcHMOND STREET
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019137
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis Verzella CPA
ReturnHeader/ReturnTs02016-10-28T11:00:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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