WATERBURY HIGH SCHOOL ALUMNI ASSOCIATION INC: Form 990EZ, tax year 2022
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- Organization
- WATERBURY HIGH SCHOOL ALUMNI ASSOCIATION INC (EIN 03-0344729)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-03
- IRS object ID
- 202333079349200008
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-03T06:45:00-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030349737 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL & HOLDEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1427 | AddressLine1Txt |
| City | WAITSFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05673 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030344729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATERBURY HIGH SCHOOL ALUMNI | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WATE | BusinessNameControlTxt |
| Phone | 8022445564 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 388 | AddressLine1Txt |
| City | WATERBURY | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05676 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA ALBERGHINI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8022724800 | PhoneNum |
| Signature | 2023-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VICTORIA | PersonFirstNm |
| Person Last | ALBERGHINI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE A EID CPA | PreparerPersonNm |
| PTIN | P00216094 | PTIN |
| Phone | 8024963140 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $158,825 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $106,445 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $2,520 | ProgramServiceRevenueAmt |
| Membership Dues | $1,672 | MembershipDuesAmt |
| Investment Income | $7,605 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $40,583 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $38,115 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $2,468 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $120,710 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $185 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $973 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $14,848 | OtherExpensesTotalAmt |
| Total Expenses | $16,006 | TotalExpensesAmt |
| Excess Or Deficit For Year | $104,704 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $191,402 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$33,831 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $262,275 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,275 | BOYAmt |
| EOY | $15,602 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,127 | BOYAmt |
| EOY | $246,673 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,402 | BOYAmt |
| EOY | $262,275 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,402 | BOYAmt |
| EOY | $262,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | AWARD YEARLY SCHOLARSHIP(S) TO GRADUATING SENIORS AT HARWOOD UNION H.S. IN MEMORY OF DASCOMB P ROWE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | IN 2022, WE AWARDED FOUR $3,000 SCHOLARSHIPS TO HARWOOD UNION GRADUATING SENIORS.IN SEPTEMBER OF 2022, OUR ASSOCIATION RECEIVED A $100,000 DONATION FROM GEORGE HERMANS TO ESTABLISH A SCHOLARSHIP IN MEMORY OF HIS WIFE, MERRY ROWE HERMANS, WHO GRADUATED FROM WATERBURY HIGH SCHOOL IN 1946. SHE WAS AN HONOR STUDENT AND AN EXCELLENT ATHLETE AMONG HER OTHER TALENTS. INTERESTINGLY, SHE WAS THE DAUGHTER OF DASCOMB P. ROWE IN WHOSE HONOR OUR OTHER SCHOLARSHIPS ARE GIVEN. WE WILL BEGIN AWARDING SCHOLARSHIPS IN MERRY ROWE HERMANS' NAME IN 2023. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $16,006 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,006 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ALAN YOUNG | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| DWIGHT FISKE | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| GORDON WOOD | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| JANE GRACE TUSCANY | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| JANET HARWOOD | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| NANCY PATTERSON | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| PATTY SABIN | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| SUSAN RAU | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| WILFORD SAYAH | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHARLES GRENIER | ||||
| DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOHN VINCENT | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| STEVE GRACE | ||||
| VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA ALBERGHINI TREASURER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 GRANDVIEW HEIGHTS | AddressLine1Txt |
| City | WATERBURY | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05676 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8022724800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,117 | CurrentTaxYearAmt |
| Total | $114,727 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $108,117 | CurrentTaxYearAmt |
| Total | $114,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $114,727 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,073 | CurrentTaxYearAmt |
| Total | $43,848 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $158,575 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,138 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72350 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: TOTAL ORDINARY DIVIDENDS. AMOUNT: 4,754. DESCRIPTION: TOTAL CAPITAL GAIN DISTRIBUTIONS. AMOUNT: 2,851. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,605. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BIENNIAL MEETING DINNER COSTS. AMOUNT: 2,799. DESCRIPTION: INVESTMENT FEES. AMOUNT: 2,599. DESCRIPTION: PO BOX. AMOUNT: 258. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 9,000. DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 95. DESCRIPTION: FOREIGN TAXES. AMOUNT: 97. TOTAL TO FORM 990-EZ, LINE 16: 14,848. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED LOSS ON INVESTMENT PORTFOLIO. AMOUNT: -33,831. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 181,030. END OF YEAR AMOUNT: 246,570. DESCRIPTION: MONEY MARKET. BEG. OF YEAR AMOUNT: 97. END OF YEAR AMOUNT: 103. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |