Wheelock College Alumnae Association in Boston, Massachusetts (MA)

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Wheelock College Alumnae Association
Employer Identification Number (EIN)042105865
Name of OrganizationWheelock College Alumnae Association
Address200 Riverway, Boston, MA 02215-4104
ActivitiesAlumni association or group, Endowment fund or financial services, Scholarships (other)
SubsectionCharitable Organization
Ruling Date02/1943
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period03/2014
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,277,894
Amount of Income$456,582
Form 990 Revenue Amount$153,659
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Alumni Associations


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Amount of income in 2014: $456,582 (it was $501,571 in 2013)
Wheelock College Alumnae Association: 

 $456,582
Other organizations performing similar types of work: 

 $136,067

Assets in 2014: $2,277,894 (it was $2,093,352 in 2013)
This organization: 

 $2,277,894
Other organizations performing similar types of work: 

 $331,683

Expenses in 2014: $85,425
Wheelock College Alumnae Association: 

 $85,425
Other organizations performing similar types of work: 

 $109,534

Income to expenses ratio in 2014: 5.3
Wheelock College Alumnae Association: 

 5.3
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2014: 0.0%
Wheelock College Alumnae Association: 

 0.0%
Other organizations performing similar types of work: 

 10.6%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Functional expenses for 2014

Checklist
201220132014
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoYes
Is the organization required to complete Schedule B, Schedule of Contributors?NoNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?NoNo
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?NoNo
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?YesNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNo
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
2011201220132014
The number reported in Box 3 of Form 109600
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?NoNo
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return00
Did the organization file all required federal employment tax returns?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0$0
Gross receipts for public use of club facilities $0$0$0$0
Gross income from members or shareholders$0$0$0$0
Gross income from other sources$0$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
201220132014
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$0$0
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$0$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization00
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
2011201220132014
Total revenue$99,329$88,221$42,831$153,659
Contributions, Gifts, Grants and Other Similar Amounts$0$0$0$0
Program Service Revenue$0$0$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$43,041$46,715$56,228$59,915
Income from investment of tax-exempt bond proceeds$0$0$0$0
Royalties$0$0$0$0
Net rental income$0$0$0$0
Net gain/loss from sales of assets other than inventory$55,005$41,315$-13,731$93,219
Gross amount from sales of assets other than inventory (Securities / Other)$354,385 / $0$484,027 / $0$445,009 / $0$396,142 / $0
Less: cost or other basis and sales expenses (Securities / Other)$299,380 / $0$442,712 / $0$458,740 / $0$302,923 / $0
Gain or (loss) (Securities / Other)$55,005 / $0$41,315 / $0$-13,731 / $0$93,219 / $0
Net income/loss from fundraising events$0$0$0$0
Net income/loss from gaming activities$0$0$0$0
Net income/loss from sales of inventory$1,283$0$0$0
Miscellaneous Revenue$0$191$334$525
Educational Support Services$334$525
All other revenue$0$0
Statement of Functional Expenses
2011201220132014
Total functional expenses$61,996$62,717$69,853$85,425
Grants and other assistance to domestic organizations and domestic governments$47,000$63,000
Grants and other assistance to domestic individuals$5,150$2,000
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$0$0$0$0
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$0$0$0$0
Pension plan accruals and contributions$0$0
Other employee benefits$0$0
Payroll taxes$0$0$0$0
Fees for services (non-employees)
Management$0$0
Legal$0$0
Accounting$2,743$3,285
Lobbying$0$0
Professional fundraising services$0$0$0$0
Investment management fees$14,766$16,036
Other$0$395
Advertising and promotion$0$0
Office expenses$194$121
Information technology$0$0
Royalties$0$0
Occupancy$0$0
Travel$0$0
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$0$0
Interest$0$370
Payments to affiliates$0$0
Depreciation, depletion, and amortization$0$0
Insurance$0$0
Other expenses$0$218
Balance Sheet
2011201220132014
Total assets$1,925,128$1,952,693$2,093,352$2,277,894
Cash - non-interest-bearing$6,634$6,702
Savings and temporary cash investments$295,839$170,294
Pledges and grants receivable, net$0$0
Accounts receivable, net$0$0
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$3,006$4,866
Land, buildings, and equipment: cost or other basis$0$0
Investments - publicly traded securities$1,787,873$2,096,032
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$0$0
Total liabilities$6,521$6,646$6,904$7,000
Accounts payable and accrued expenses$6,904$7,000
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$0$0
Total net assets or fund balances$1,918,607$1,946,047$2,086,448$2,270,894
Unrestricted net assets$-29,897$-46,682
Temporarily restricted net assets$46,507$38,303
Permanently restricted net assets$2,069,838$2,279,273
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0$0
Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Number of organizations supported1
Sum of amounts of support$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Alumnae Association Of Mount Holyoke College Inc50 College St, South Hadley, MA 01075-1423MA1979-02$2,866,771
2Independent Association Of Framingham State Alumni42 Adams Rd, Framingham, MA 01702-2456MA1986-02$1,003,119
3Wheelock College Alumnae Association200 Riverway, Boston, MA 02215-4104MA1943-02$456,582
4Salem Rotary Club Vance M Smith Iii Scholarship Foundation IncC/O Christopher Casey71 Washington, Salem, MA 01970MA1993-08$308,822
5University Of Massachusetts Dartmouth Alumni Association285 Old Westport Rd, N Dartmouth, MA 02747-2356MA1976-03$192,793
6Alumnae Association Of Mount Holyoke College Inc, Group Return50 College St, South Hadley, MA 01075-1423MA1979-02$180,166
7Mass Maritime Academy Alumni Assoc20 Plain St, Middleboro, MA 02346-1302MA1990-05$144,239
8Association Of Notre Dame Clubs Inc, Greater BostonPO BOX 51195, Boston, MA 02205-1195MA1983-07$85,451
9Holliston Boosters Association370 Hollis St, Holliston, MA 01746-1135MA1994-02$66,748
10Parker School Pto Inc75 Graniteville Rd, Chelmsford, MA 01824-1259MA1992-11$51,774
11Alumni Association Of Fitchburg High School IncorporatedPO BOX 906, Fitchburg, MA 01420-0008MA1996-11$50,430
12New Bedford Voke, Voc-Tech Alumni Association Inc1121 Ashley Blvd, New Bedford, MA 02745-2419MA1992-06$18,739
13Wellesley College Alumnae Association, Wellesley Club Of Central New Jersey106 Central Street, Wellesley, MA 02481MA1972-09$3,340
14Simmons College Graduate School Of Management Alumnai Assoc Inc300 The Fenway, Boston, MA 02115-5820MA1994-10$2,662
15Worcester Vocational-Technical Alumni Association1 Skyline Dr, Worcester, MA 01605-2885MA1991-09$26
16Harvard & Radcliffe Class Of 1982315 Waverley Avenue, Newton, MA 02458MA1997-05$0
17Harvard Law School Association1587 Mass Ave, Cambridge, MA 02138-2801MA1938-05$0
18Minnechaug Regional High School Alumni Association Inc621 Main St, Wilbraham, MA 01095MA1993-08$0
19Smith College Club Of Worcester Mass91 Oaks Rd, Framingham, MA 01702-5937MA1972-05$0
20The Association Of Tufts Alumnae Inc80 George St, Medford, MA 02155MA1946-03$0
Number of organizations performing similar types of work
Alabama8
Arkansas4
Arizona4
California46
Colorado8
Connecticut7
District of Columbia10
Florida11
Georgia15
Hawaii4
Iowa6
Idaho1
Illinois20
Indiana15
Kansas8
Kentucky7
Louisiana10
Massachusetts22
Maryland17
Maine5
Michigan56
Minnesota4
Missouri16
Mississippi5
Montana3
North Carolina15
North Dakota2
Nebraska6
New Hampshire1
New Jersey26
New Mexico3
New York62
Ohio32
Oklahoma7
Oregon3
Pennsylvania28
Rhode Island3
South Carolina7
South Dakota3
Tennessee10
Texas45
Virginia22
Vermont3
Washington7
Wisconsin6
West Virginia8
Wyoming1
International2
Total614

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