Civic Intelligence

Robert W Sorrell Scholarship Fund

990EZ • Fiscal year 2022 • EIN 76-0748861

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

601 Township Line RoadElkins Park, PA 19027

(215) 517-5746

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Revenue Growth

85th percentile

110%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $455,964 (-100%) from 2021

Net Assets

$416,098

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$97,298

Up $50,946 (+110%) from 2021

Expenses

Up

$57,538

Up $6,482 (+13%) from 2021

Net Income

Up

$39,760

Up $44,464 (+945%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2009: $9,177Liabilities 2009: $02009Assets 2010: $9,177Liabilities 2010: $02010Assets 2011: $27,410Liabilities 2011: $02011Assets 2012: $63,457Liabilities 2012: $02012Assets 2013: $98,898Liabilities 2013: $02013Assets 2014: $150,638Liabilities 2014: $02014Assets 2015: $186,649Liabilities 2015: $02015Assets 2016: $240,744Liabilities 2016: $30,0002016Assets 2017: $310,185Liabilities 2017: $42,0002017Assets 2018: $340,953Liabilities 2018: $02018Assets 2019: $434,785Liabilities 2019: $38,2162019Assets 2020: $489,742Liabilities 2020: $02020Assets 2021: $455,964Liabilities 2021: $02021Assets 2022: $0Net Assets 2022: $416,0982022Assets 2023: $631,874Liabilities 2023: $63,000Net Assets 2023: $568,8742023Assets 2024: $686,002Liabilities 2024: $55,000Net Assets 2024: $631,0022024

Highlighted filing

2022

Assets$0
Liabilities-
Net Assets$416,098

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2009: $2,363Expenses 2009: $2,504Net Income 2009: -$1412009Revenue 2010: $2,363Expenses 2010: $2,504Net Income 2010: -$1412010Revenue 2011: $19,415Expenses 2011: $1,182Net Income 2011: $18,2332011Revenue 2012: $51,724Expenses 2012: $15,677Net Income 2012: $36,0472012Revenue 2013: $41,666Expenses 2013: $6,225Net Income 2013: $35,4412013Revenue 2014: $63,559Expenses 2014: $11,819Net Income 2014: $51,7402014Revenue 2015: $65,237Expenses 2015: $14,072Net Income 2015: $51,1652015Revenue 2016: $79,241Expenses 2016: $25,146Net Income 2016: $54,0952016Revenue 2017: $83,534Expenses 2017: $26,094Net Income 2017: $57,4402017Revenue 2018: $57,212Expenses 2018: $27,952Net Income 2018: $29,2602018Revenue 2019: $90,226Expenses 2019: $34,610Net Income 2019: $55,6162019Revenue 2020: $87,828Expenses 2020: $0Net Income 2020: $87,8282020Revenue 2021: $46,352Expenses 2021: $51,056Net Income 2021: -$4,7042021Revenue 2022: $97,298Expenses 2022: $57,538Net Income 2022: $39,7602022Revenue 2023: $142,413Expenses 2023: $72,200Net Income 2023: $70,2132023Revenue 2024: $128,094Expenses 2024: $79,920Net Income 2024: $48,1742024

Highlighted filing

2022

Revenue$97,298
Expenses$57,538
Net Income$39,760
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$117,650
Mission and Program Overview

Mission

TO REWARD SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
TO AWARD SCHOLARSHIPS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALMA JEAN TAYLORPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$65,673$65,673$20,352$45,321
Total Events$65,673$65,673$20,352$45,321
Filing and Contact Details

Filer

Filer Name
Robert W Sorrell Scholarship Fund
EIN
76-0748861
Phone
2155175746
Address
601 TOWNSHIP LINE ROAD, ELKINS PARK, PA 19027

Signing Officer

Name
Alma Jean Taylor
Title
President
Signed
2023-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Rmg Accounting Services LLC
Address
7094 RUSKIN LANE, UPPER DARBY, PA 19082
Preparer
Gail Hudgins
Phone
2152878503
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $41500

Other Expenses.1003

Information Technology $919

Other Expenses.1012

Insurance $1390

Other Expenses.1

INTERN PYMTS $8100

Other Expenses.2

Operational expenses $4248

Other Expenses.3

BANK FEES $181

Other Expenses.4

BOUNCE CHECK $75

Raw XML Appendix154 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/PersonNm0ALMA JEAN TAYLOR PRESIDENT
IRS990EZ/BooksInCareOfDetail/PhoneNum02155175746
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 TOWNSHIP LINE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELKINS PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051977
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039760
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt065673
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041500
IRS990EZ/GrossReceiptsAmt0117650
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0455964
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0416098
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0455964
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0416098
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALMA JEAN TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-79626
IRS990EZ/OtherExpensesTotalAmt014913
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO REWARD SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AWARD SCHOLARSHIPS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020352
IRS990EZ/SpecialEventsNetIncomeLossAmt045321
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057538
IRS990EZ/TotalRevenueAmt097298
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.RWSSCHOLARSHIP.ORG/RWSORRELL:HTM
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0117650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0104352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt083778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0105432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt092970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0504182
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0504182
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0117650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0104352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt083778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0105432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092970
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0504182
IRS990ScheduleA/TotalSupportAmt0504182
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020352
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065673
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045321
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020352
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020352
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0GOLF OUTING
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $41500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTERN PYMTS $8100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATIONAL EXPENSES $4248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOUNCE CHECK $75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALMA JEAN TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT W SORRELL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0760748861
ReturnHeader/Filer/PhoneNum02155175746
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 TOWNSHIP LINE ROAD
ReturnHeader/Filer/USAddress/CityNm0ELKINS PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RMG ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07094 RUSKIN LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UPPER DARBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019082
ReturnHeader/PreparerPersonGrp/PhoneNum02152878503
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAIL HUDGINS
ReturnHeader/ReturnTs02023-05-04T07:27:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALMA JEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$0.55$6.31$1.28$0.80$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.63$5.69$1.42$0.72$0.70
2022Detailed filing. Detailed filing data is available for this year.$0.00$4.16$0.97$0.58$0.40
2021Summary only. Only limited summary data is available for this year.$4.56$0.00$0.46$0.51$0.05
2020Summary only. Only limited summary data is available for this year.$4.90$0.00$0.88$0.00$0.88
2019Summary only. Only limited summary data is available for this year.$4.35$0.38$0.90$0.35$0.56
2018Summary only. Only limited summary data is available for this year.$3.41$0.00$0.57$0.28$0.29
2017Summary only. Only limited summary data is available for this year.$3.10$0.42$0.84$0.26$0.57
2016Summary only. Only limited summary data is available for this year.$2.41$0.30$0.79$0.25$0.54
2015Summary only. Only limited summary data is available for this year.$1.87$0.00$0.65$0.14$0.51
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$0.64$0.12$0.52
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.42$0.06$0.35
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$0.52$0.16$0.36
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.19$0.01$0.18
2010Summary only. Only limited summary data is available for this year.$0.09$0.00$0.02$0.03$0.00
2009Summary only. Only limited summary data is available for this year.$0.09$0.00$0.02$0.03$0.00