Civic Intelligence

Education Endowment Fund

EIN 54-0915942 • 501(c)3 • Richmond, VA

Profile

The education endowment fund hleps graduating high school students or adult-learners in the metro-richmond area attain a better education by providing scholarships.

211 East Franklin StreetRichmond, VA 23219

www.twcrichmond.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

42nd percentile

-1.4%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

52nd percentile

-0.4%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

12th percentile

-64%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$0

Down $6,880 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $6,880 (-100%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin42nd percentile

Revenue

Down

$8

Down $1,861 (-100%) from 2019

Expenses

Up

$6,888

Up $4,993 (+263%) from 2019

Net Income

Down

-$6,880

Down $6,854 (-26362%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$15K$10K$5.0K$0Assets 2012: $9,624Liabilities 2012: $02012Assets 2013: $5,128Liabilities 2013: $02013Assets 2014: $10,023Liabilities 2014: $02014Assets 2015: $4,734Liabilities 2015: $0Net Assets 2015: $4,7342015Assets 2016: $5,830Liabilities 2016: $0Net Assets 2016: $5,8302016Assets 2017: $4,251Liabilities 2017: $0Net Assets 2017: $4,2512017Assets 2018: $6,906Liabilities 2018: $0Net Assets 2018: $6,9062018Assets 2019: $6,880Liabilities 2019: $0Net Assets 2019: $6,8802019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2012: $7,963Expenses 2012: $2,717Net Income 2012: $5,2462012Revenue 2013: $7,415Expenses 2013: $11,911Net Income 2013: -$4,4962013Revenue 2014: $7,276Expenses 2014: $2,381Net Income 2014: $4,8952014Revenue 2015: $3,854Expenses 2015: $9,143Net Income 2015: -$5,2892015Revenue 2016: $3,791Expenses 2016: $2,695Net Income 2016: $1,0962016Revenue 2017: $3,595Expenses 2017: $5,174Net Income 2017: -$1,5792017Revenue 2018: $5,217Expenses 2018: $2,562Net Income 2018: $2,6552018Revenue 2019: $1,869Expenses 2019: $1,895Net Income 2019: -$262019Revenue 2020: $8Expenses 2020: $6,888Net Income 2020: -$6,8802020

Highlighted filing

2020

Revenue$8
Expenses$6,888
Net Income-$6,880
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$8
Expenses
$6,888
Net income
-$6,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$6.89$6.88
2019Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$1.87$1.90$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$5.22$2.56$2.66
2017Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$3.60$5.17$1.58
2016Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$3.79$2.70$1.10
2015Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$3.85$9.14$5.29
2014Summary only. Only limited summary data is available for this year.$10.0$0.00$7.28$2.38$4.90
2013Summary only. Only limited summary data is available for this year.$5.13$0.00$7.42$11.9$4.50
2012Summary only. Only limited summary data is available for this year.$9.62$0.00$7.96$2.72$5.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Aug 17, 2020
Return Version
2019v5.1
Gross Receipts
$8
Mission and Program Overview

Mission

The education endowment fund helps graduating high school students or adult-learners in the metro-richmond area attain a better education by providing scholarships.

The education endowment fund hleps graduating high school students or adult-learners in the metro-richmond area attain a better education by providing scholarships.

Program Services

DescriptionGrantsExpenses
PERIODICALLY, THE EDUCATION ENDOWMENT FUND MAKES IRREVOCABLE CONTRIBUTIONS TO THE COMMUNITY FOUNDATION TO SUPPORT EDUCATION SCHOLARSHIPS WHICH ARE AWARDED TO GRADUATING HIGH SCHOOL SENIORS AND ADULT-LEARNERS IN THE METRO RICHMOND AREA. THE COMMUNITY FOUNDATION SELECTS CANDIDATES WHICH ARE PRESENTED TO THE BOARD FOR APPROVAL. CONTRIBUTIONS OF $0 WERE MADE TO THE COMMUNITY FOUNDATION DURING THE CURRENT YEAR. FIVE SCHOLARSHIPS TOTALING $10,000 WERE AWARDED DURING THE YEAR WHICH WERE PAID FROM THE FUNDS HELD BY THE COMMUNITY FOUNDATION.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE M MELTONDirector-$0--
ALETA B RICHARDSDirector-$0--
JOANIE W ROBINSDirector-$0--
NANCY C LIPSCOMBPresident-$0--
HILARY H LONGSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Education Endowment Fund
EIN
54-0915942
Phone
8046432847
Address
211 EAST FRANKLIN STREET, RICHMOND, VA 23219

Signing Officer

Name
Dorothy Young
Title
VP of Finance
Phone
8046432847
Signed
2020-08-17

Preparer

Firm
Frank Barcalow CPA Pllc
Address
108 WESTCHESTER, WILLIAMSBURG, VA 23188
Preparer
Frank Barcalow CPA
Phone
7572206626
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 8.”

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

“Description: contribution. Amount: 6,888.”

Raw XML Appendix175 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/PhoneNum08046432847
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 EAST FRANKLIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023219
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHERINE M MELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALETA B RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANIE W ROBINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY C LIPSCOMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HILARY H LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06888
IRS990EZ/OtherRevenueTotalAmt08
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE EDUCATION ENDOWMENT FUND HLEPS GRADUATING HIGH SCHOOL STUDENTS OR ADULT-LEARNERS IN THE METRO-RICHMOND AREA ATTAIN A BETTER EDUCATION BY PROVIDING SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERIODICALLY, THE EDUCATION ENDOWMENT FUND MAKES IRREVOCABLE CONTRIBUTIONS TO THE COMMUNITY FOUNDATION TO SUPPORT EDUCATION SCHOLARSHIPS WHICH ARE AWARDED TO GRADUATING HIGH SCHOOL SENIORS AND ADULT-LEARNERS IN THE METRO RICHMOND AREA. THE COMMUNITY FOUNDATION SELECTS CANDIDATES WHICH ARE PRESENTED TO THE BOARD FOR APPROVAL. CONTRIBUTIONS OF $0 WERE MADE TO THE COMMUNITY FOUNDATION DURING THE CURRENT YEAR. FIVE SCHOLARSHIPS TOTALING $10,000 WERE AWARDED DURING THE YEAR WHICH WERE PAID FROM THE FUNDS HELD BY THE COMMUNITY FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06888
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TWCRICHMOND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03788
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99720
IRS990ScheduleA/PublicSupportPY170Pct00.99780
IRS990ScheduleA/PublicSupportTotal170Amt014440
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01850
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014440
IRS990ScheduleA/TotalSupportAmt014480
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0THE WOMAN'S CLUB
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-12-05
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0540440355
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt06888
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0211 EAST FRANKLIN STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0RICHMOND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0VA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd023219
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONTRIBUTION. AMOUNT: 6,888.
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOROTHY YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08046432847
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDUCATION ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0540915942
ReturnHeader/Filer/PhoneNum08046432847
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 EAST FRANKLIN STREET
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00F611C3E63C31B89591CDC4CD7B5EC8E40D58D0D
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.120.87.167
ReturnHeader/FilingSecurityInformation/IPDt02020-08-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:12:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455310918
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK BARCALOW CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 WESTCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023188
ReturnHeader/PreparerPersonGrp/PhoneNum07572206626
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK BARCALOW CPA
ReturnHeader/ReturnTs02020-08-17T13:12:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

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