Civic Intelligence

Walter Spohn Trust Inc.

990EZ • Fiscal year 2018 • EIN 82-3997332

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 25, 2019

Organization ProfileN/A
6708 Senecca LaneSykesville, MD 21784

(561) 414-0675

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$192,102

No earlier filing loaded for comparison.

Net Assets

$192,102

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

$196,985

No earlier filing loaded for comparison.

Expenses

$4,883

No earlier filing loaded for comparison.

Net Income

$192,102

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2018: $192,102Net Assets 2018: $192,1022018Assets 2019: $192,040Net Assets 2019: $192,0402019Assets 2020: $192,413Net Assets 2020: $192,4132020Assets 2021: $196,694Net Assets 2021: $196,6942021Assets 2022: $189,146Net Assets 2022: $189,1462022Assets 2023: $179,344Net Assets 2023: $179,3442023Assets 2024: $169,329Net Assets 2024: $169,3292024

Highlighted filing

2018

Assets$192,102
Liabilities-
Net Assets$192,102
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2018: $196,985Expenses 2018: $4,883Net Income 2018: $192,1022018Revenue 2019: $12,292Expenses 2019: $12,354Net Income 2019: -$622019Revenue 2020: $7,655Expenses 2020: $7,282Net Income 2020: $3732020Revenue 2021: $7,177Expenses 2021: $2,896Net Income 2021: $4,2812021Revenue 2022: $10,655Expenses 2022: $18,203Net Income 2022: -$7,5482022Revenue 2023: $11,609Expenses 2023: $21,411Net Income 2023: -$9,8022023Revenue 2024: $9,947Expenses 2024: $19,962Net Income 2024: -$10,0152024

Highlighted filing

2018

Revenue$196,985
Expenses$4,883
Net Income$192,102
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 25, 2019
Return Version
2018v3.1
Gross Receipts
$196,985
Mission and Program Overview

Mission

Our mission is to advance clinical and practical education and scientific research in support of patient care in the field of Anaplastology.

Program Services

DescriptionGrantsExpenses
Our mission is to advance clinical and practical education and scientific research in support of patient care in the field of Anaplastology.Our vision is to be recognized as an important source for funding advanced learning in the field of Anaplastology and to form partnerships with business, industry, health education organizations, and health care institutions; these partners will help promote our mission to a wider range of private and public donors.The Walter Spohn Trust provides financial support to individuals and research groups initiating educational and research projects to advance the field of Anaplastology.The WST works to achieve its goals through its Annual Grant Program, special awards and scholarships, and fundraising events like The OtoArt Project and The Worthwhile Mile Fundraiser.$4,883-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michaela CalhounDirector-$0--
Erin StevensDirector-$0--
Chelsea LilloDirector-$0--
Megan Spindel ThomasDirector-$0--
Filing and Contact Details

Filer

Filer Name
Walter Spohn Trust Inc
EIN
82-3997332
Phone
5614140675
Address
6708 Senecca Lane, Sykesville, MD 21784

Signing Officer

Name
Rachel M Brooke-Randall
Title
Executive Director
Signed
2019-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Melamed & Karp PA
Address
12466 W Atlantic Blvd, Coral Springs, FL 33071-4086
Preparer
Steven Y Karp
Phone
9547573333
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $102”

Other Expenses.2

“Bank Fees $15”

Raw XML Appendix127 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/USAddress/CityNm0Sykesville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0192806
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0192102
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michaela Calhoun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Erin Stevens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chelsea Lillo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Megan Spindel Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0117
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our mission is to advance clinical and practical education and scientific research in support of patient care in the field of Anaplastology.
IRS990EZ/PrintingPublicationsPostageAmt086
IRS990EZ/ProgramServiceRevenueAmt0920
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Our mission is to advance clinical and practical education and scientific research in support of patient care in the field of Anaplastology.Our vision is to be recognized as an important source for funding advanced learning in the field of Anaplastology and to form partnerships with business, industry, health education organizations, and health care institutions; these partners will help promote our mission to a wider range of private and public donors.The Walter Spohn Trust provides financial support to individuals and research groups initiating educational and research projects to advance the field of Anaplastology.The WST works to achieve its goals through its Annual Grant Program, special awards and scholarships, and fundraising events like The OtoArt Project and The Worthwhile Mile Fundraiser.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04883
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt0185
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04883
IRS990EZ/TotalProgramServiceExpensesAmt04883
IRS990EZ/TotalRevenueAmt0196985
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0192806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0192806
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0192806
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0192806
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0192806
IRS990ScheduleA/TotalSupportAmt0192806
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel M Brooke-Randall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walter Spohn Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0823997332
ReturnHeader/Filer/PhoneNum05614140675
ReturnHeader/Filer/USAddress/AddressLine1Txt06708 Senecca Lane
ReturnHeader/Filer/USAddress/CityNm0Sykesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021784
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200026986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melamed & Karp PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012466 W Atlantic Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coral Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0330714086
ReturnHeader/PreparerPersonGrp/PhoneNum09547573333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Y Karp
ReturnHeader/ReturnTs02019-09-10T07:37:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,102
Liabilities
-
Net assets
$192,102
Revenue
$196,985
Expenses
$4,883
Net income
$192,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.10$0.20$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.12$0.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.89$1.89$0.11$0.18$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.97$1.97$0.07$0.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.08$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.92$1.92$1.97$0.05$1.92