Civic Intelligence

Newport Yacht Club Endowment Fund

EIN 58-2674114 • 501(c)3 • Newport, RI

Profile

MARINE EDUCATION

27 Marsh StNewport, RI 02840

www.npt-ef.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $15,387 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $15,387 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$742

Up $456 (+159%) from 2022

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$200K$150K$100K$50K$0Assets 2011: $81,082Liabilities 2011: $02011Assets 2012: $85,369Liabilities 2012: $02012Assets 2013: $88,535Liabilities 2013: $02013Assets 2014: $95,352Liabilities 2014: $02014Assets 2015: $108,529Liabilities 2015: $02015Assets 2016: $113,850Liabilities 2016: $02016Assets 2017: $122,713Liabilities 2017: $02017Assets 2018: $133,415Liabilities 2018: $02018Assets 2019: $132,452Liabilities 2019: $02019Assets 2020: $148,260Liabilities 2020: $02020Assets 2021: $155,424Liabilities 2021: $0Net Assets 2021: $155,4242021Assets 2022: $15,387Net Assets 2022: $15,3872022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2011: $9,387Expenses 2011: $4,864Net Income 2011: $4,5232011Revenue 2012: $6,900Expenses 2012: $2,613Net Income 2012: $4,2872012Revenue 2013: $7,358Expenses 2013: $4,192Net Income 2013: $3,1662013Revenue 2014: $10,749Expenses 2014: $3,932Net Income 2014: $6,8172014Revenue 2015: $21,932Expenses 2015: $8,755Net Income 2015: $13,1772015Revenue 2016: $11,939Expenses 2016: $6,618Net Income 2016: $5,3212016Revenue 2017: $15,888Expenses 2017: $7,025Net Income 2017: $8,8632017Revenue 2018: $17,198Expenses 2018: $6,496Net Income 2018: $10,7022018Revenue 2019: $4,624Expenses 2019: $5,587Net Income 2019: -$9632019Revenue 2020: $16,951Expenses 2020: $1,143Net Income 2020: $15,8082020Revenue 2021: $10,558Expenses 2021: $3,394Net Income 2021: $7,1642021Revenue 2022: $50,881Expenses 2022: $286Net Income 2022: $50,5952022Expenses 2023: $7422023

Highlighted filing

2023

Revenue-
Expenses$742
Net Income-
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
-
Expenses
$742
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.51$0.00$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.11$0.03$0.07
2020Summary only. Only limited summary data is available for this year.$1.48$0.00$0.17$0.01$0.16
2019Summary only. Only limited summary data is available for this year.$1.32$0.00$0.05$0.06$0.01
2018Summary only. Only limited summary data is available for this year.$1.33$0.00$0.17$0.06$0.11
2017Summary only. Only limited summary data is available for this year.$1.23$0.00$0.16$0.07$0.09
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$0.12$0.07$0.05
2015Summary only. Only limited summary data is available for this year.$1.09$0.00$0.22$0.09$0.13
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.11$0.04$0.07
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.07$0.04$0.03
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.07$0.03$0.04
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.09$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 31, 2024
Return Version
2023v5.1
Mission and Program Overview

Mission

MARINE EDUCATION

Program Services

DescriptionGrantsExpenses
JUNIOR SAILING PROGRAM--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN BARTRAMPresident-$0--
JEFFREY STAATSVice President-$0--
WM LOESEKE OR C PETER JENCKSTreasurer-$0--
JODY SULLIVANSecretary-$0--
ANDREW ELLISMember-$0--
GLENN BRADFORDMember-$0--
ROBERT NAGLEMember-$0--
Filing and Contact Details

Filer

Filer Name
Newport Yacht Club Endowment Fund
EIN
58-2674114
In Care Of
% JOAN BARTRAM
Phone
4018472519
Address
27 MARSH ST, NEWPORT, RI 02840

Signing Officer

Name
Joan Bartram
Title
President
Phone
4018472519
Signed
2024-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Thow Associates
Address
1425 GREEN END AVENUE, MIDDLETOWN, RI 02842-5707
Preparer
Susan Thow
Phone
4018466042
Supplemental Narrative

Additional Explanations

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

“Check reorder 32”

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

“Sec of State filing fees 60”

Form 990-EZ, Part I, Line 20, Net Assets

“Assets transferred to ri foundation -14,645”

Form 990-EZ, Part I, Line 20

“Organization could no longer indepedently manage marine education and sailing program. All investments other than some residual cash was transferred to the ri foundation. Residual cash was used for final expenses in final year 2023”

Raw XML Appendix171 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOAN BARTRAM
IRS990EZ/BooksInCareOfDetail/PhoneNum04018472519
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027 MARSH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002840
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015387
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-742
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015387
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015387
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015387
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOAN BARTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFFREY STAATS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WM LOESEKE OR C PETER JENCKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JODY SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREW ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GLENN BRADFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT NAGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-14645
IRS990EZ/OtherExpensesTotalAmt092
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MARINE EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JUNIOR SAILING PROGRAM
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0742
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.NPT-EF.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011853
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05237
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06048
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011285
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01180
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt06129
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt04514
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt011823
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05237
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011285
IRS990ScheduleA/InvestmentIncomeCYPct00.32280
IRS990ScheduleA/InvestmentIncomePYPct00.29650
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67720
IRS990ScheduleA/PublicSupportPY509Pct00.70350
IRS990ScheduleA/PublicSupportTotal509Amt023676
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07409
IRS990ScheduleA/Total509Grp/TotalAmt023676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt018260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07409
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt034961
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0THE RHODE ISLAND FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0222604963
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt014645
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501c3 Corporation
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01 UNION STATTION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0PROVIDENCE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0RI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd002903
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Check reorder 32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sec of State filing fees 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSETS TRANSFERRED TO RI FOUNDATION -14,645
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION COULD NO LONGER INDEPEDENTLY MANAGE MARINE EDUCATION AND SAILING PROGRAM. ALL INVESTMENTS OTHER THAN SOME RESIDUAL CASH WAS TRANSFERRED TO THE RI FOUNDATION. RESIDUAL CASH WAS USED FOR FINAL EXPENSES IN FINAL YEAR 2023
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN BARTRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04018472519
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWPORT YACHT CLUB ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0582674114
ReturnHeader/Filer/InCareOfNm0% JOAN BARTRAM
ReturnHeader/Filer/PhoneNum04018472519
ReturnHeader/Filer/USAddress/AddressLine1Txt027 MARSH ST
ReturnHeader/Filer/USAddress/CityNm0NEWPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002840
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454407973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOW ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01425 GREEN END AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028425707
ReturnHeader/PreparerPersonGrp/PhoneNum04018466042
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN THOW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-31T03:33:46-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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