Civic Intelligence

Oberlin Scholarship and Welfare Fund

EIN 82-2295444 • 501(c)3 • Cape Coral, FL

Pub. 78 Eligible990-N Coverage

Profile

Student financial assistance, scholarships.

1030 SE 6th StreetCape Coral, FL 33990

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 2022

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

33rd percentile

-7.6%

Higher net margin than 33% of similar nonprofits.

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

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 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

Up

$8,827

Up $3,708 (+72%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

$8,827

No earlier filing loaded for comparison.

Revenue

Down

$7,020

Down $2,458 (-26%) from 2018

Expenses

Up

$7,551

Up $3,192 (+73%) from 2018

Net Income

Down

-$531

Down $5,650 (-110%) from 2018

Trend Graphs

Balance Sheet Trend

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

$10K$5.0K$0Assets 2018: $5,119Liabilities 2018: $02018Assets 2022: $8,827Liabilities 2022: $0Net Assets 2022: $8,8272022

Highlighted filing

2022

Assets$8,827
Liabilities$0
Net Assets$8,827

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2018: $9,478Expenses 2018: $4,359Net Income 2018: $5,1192018Revenue 2022: $7,020Expenses 2022: $7,551Net Income 2022: -$5312022

Highlighted filing

2022

Revenue$7,020
Expenses$7,551
Net Income-$531

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 12, 2023
Return Version
2022v5.0
Gross Receipts
$7,020
Mission and Program Overview

Mission

Student financial assistance, scholarships.

Program Services

DescriptionGrantsExpenses
Subsidizing educational expenses for needy students at Oberlin High School to include tuition, uniforms, transportation and meals. Ten students benefitted during the last academic year.$7,000$0
Annual cash award and plaque to outstanding student.$250$0
Purchase of printer for students' study room.$150$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert InfantryPresident-$0--
Jennette McCallaVice President-$0--
Yvonne BoneparteSecretary-$0--
Denzil R DunkleyTreasurer-$0--
Valzie PeterkinDirector-$0--
Clarice IrvingDirector-$0--
Rupert AuldDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oberlin Scholarship and Welfare Fund
EIN
82-2295444
Phone
9082172998
Address
1030 SE 6th Street, Cape Coral, FL 33990

Signing Officer

Name
Denzil Dunkley
Title
Treasurer
Phone
9082172998
Signed
2023-07-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

State of Florida annual corporation registration fee $61.25 Bank fees $90.00

Form 990-EZ, Part III, Line (28-31)

Most of the students assisted by the Fund at Oberlin High School are from relatively poor families lacking the means to pay for significant portions of the costs associated with their children's attendance at school. For the most part they live in rural villages and towns. In many cases students travel significant distances to school by public transportation as school bus services do not exist. At times some of these children miss significant periods from classes when they are unable to meet their transportation costs. A similar situation exists in regard to school meals. These are not free and although subsidized to minimize cost, if a student does not pay that students does not eat. Oberlin, like all other high schools in Jamaica, requires its students to dress in uniforms that they provide for themselves. Many parents have difficulty paying for their children's uniforms or being able to purchase enough so that their children have access to clean changes of clothes on a regular basis. Another area of assistance is subsidizing tuition and various fees associated with examinations. The Fund is trying to alleviate some of the foregoing difficulties by subsidizing a limited number of students selected on the basis of academic performance coupled with need. In addition the Fund provided money for the purchase of a printed for the senior class study room. Students studying for their final exams have benefitted significantly from access to this printer. In an effort to encourage academic excellence the Fund provides an annual award of $250 and a plaque to a senior student for academic performance and general community involvement.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0State of Florida annual corporation registration fee $61.25 Bank fees $90.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Most of the students assisted by the Fund at Oberlin High School are from relatively poor families lacking the means to pay for significant portions of the costs associated with their children's attendance at school. For the most part they live in rural villages and towns. In many cases students travel significant distances to school by public transportation as school bus services do not exist. At times some of these children miss significant periods from classes when they are unable to meet their transportation costs. A similar situation exists in regard to school meals. These are not free and although subsidized to minimize cost, if a student does not pay that students does not eat. Oberlin, like all other high schools in Jamaica, requires its students to dress in uniforms that they provide for themselves. Many parents have difficulty paying for their children's uniforms or being able to purchase enough so that their children have access to clean changes of clothes on a regular basis. Another area of assistance is subsidizing tuition and various fees associated with examinations. The Fund is trying to alleviate some of the foregoing difficulties by subsidizing a limited number of students selected on the basis of academic performance coupled with need. In addition the Fund provided money for the purchase of a printed for the senior class study room. Students studying for their final exams have benefitted significantly from access to this printer. In an effort to encourage academic excellence the Fund provides an annual award of $250 and a plaque to a senior student for academic performance and general community involvement.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line (28-31)
ReasonableCauseExplanation/ExplanationTxt0The Fund's annual return was filed late because the treasurer was down with a COVID infection at about the time the filing was due and there was no one else available at short notice to do it. By the time we tried to file Form 990-N (e-Postcard), which we have always done on time, it was too late, and the system would not accept it. We misread the instructions and did not realize that we were similarly required to file Form 990-EZ electronically which is now being done.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Denzil Dunkley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09082172998
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OBERLIN SCHOLARSHIP AND WELFARE FUND
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ReturnHeader/Filer/EIN0822295444
ReturnHeader/Filer/PhoneNum09082172998
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ReturnHeader/Filer/USAddress/CityNm0Cape Coral
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033990
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ReturnHeader/ReturnTs02023-07-12T12:49:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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