Civic Intelligence

George Stevens Academy

990 • Fiscal year 2015 • EIN 01-0247002

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 04, 2015

23 Union StreetBlue Hill, ME 04614-0816

(207) 374-5081

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.27x

Higher debt load relative to assets than 53% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.79x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

61st percentile

6.4%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

74th percentile

9.3%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-0.0%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$16,939,079

Up $1,437,333 (+9.3%) from 2014

Net Assets

Up

$12,418,570

Up $101,383 (+0.8%) from 2014

Liabilities

Up

$4,520,509

Up $1,335,950 (+42%) from 2014

Revenue

Down

$5,718,154

Down $2,849 (-0.0%) from 2014

Expenses

Up

$5,350,654

Up $260,171 (+5.1%) from 2014

Net Income

Down

$367,500

Down $263,020 (-42%) from 2014

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $15,468,045Liabilities 2010: $2,576,128Net Assets 2010: $12,891,9172010Assets 2011: $12,976,267Liabilities 2011: $2,905,012Net Assets 2011: $10,071,2552011Assets 2012: $14,271,382Liabilities 2012: $3,791,230Net Assets 2012: $10,480,1522012Assets 2013: $14,671,524Liabilities 2013: $3,535,300Net Assets 2013: $11,136,2242013Assets 2014: $15,501,746Liabilities 2014: $3,184,559Net Assets 2014: $12,317,1872014Assets 2015: $16,939,079Liabilities 2015: $4,520,509Net Assets 2015: $12,418,5702015Assets 2016: $15,762,958Liabilities 2016: $3,087,785Net Assets 2016: $12,675,1732016Assets 2017: $16,028,292Liabilities 2017: $2,964,336Net Assets 2017: $13,063,9562017Assets 2018: $15,777,707Liabilities 2018: $2,284,887Net Assets 2018: $13,492,8202018Assets 2019: $15,075,813Liabilities 2019: $1,701,192Net Assets 2019: $13,374,6212019Assets 2020: $15,457,334Liabilities 2020: $2,172,289Net Assets 2020: $13,285,0452020Assets 2021: $16,148,143Liabilities 2021: $1,409,756Net Assets 2021: $14,738,3872021Assets 2022: $14,316,753Liabilities 2022: $1,944,382Net Assets 2022: $12,372,3712022Assets 2023: $13,989,461Liabilities 2023: $1,790,738Net Assets 2023: $12,198,7232023Assets 2024: $14,488,043Liabilities 2024: $1,225,058Net Assets 2024: $13,262,9852024Assets 2025: $15,458,178Liabilities 2025: $1,251,853Net Assets 2025: $14,206,3252025

Highlighted filing

2015

Assets$16,939,079
Liabilities$4,520,509
Net Assets$12,418,570

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,084,7212010Expenses 2011: $4,650,7792011Revenue 2012: $5,153,773Expenses 2012: $5,006,843Net Income 2012: $146,9302012Revenue 2013: $5,649,945Expenses 2013: $4,857,732Net Income 2013: $792,2132013Revenue 2014: $5,721,003Expenses 2014: $5,090,483Net Income 2014: $630,5202014Revenue 2015: $5,718,154Expenses 2015: $5,350,654Net Income 2015: $367,5002015Revenue 2016: $6,390,413Expenses 2016: $5,698,216Net Income 2016: $692,1972016Revenue 2017: $6,115,438Expenses 2017: $5,928,650Net Income 2017: $186,7882017Revenue 2018: $6,102,790Expenses 2018: $5,943,224Net Income 2018: $159,5662018Revenue 2019: $5,851,300Expenses 2019: $6,058,352Net Income 2019: -$207,0522019Revenue 2020: $5,866,443Expenses 2020: $5,828,201Net Income 2020: $38,2422020Revenue 2021: $6,240,531Expenses 2021: $5,997,265Net Income 2021: $243,2662021Revenue 2022: $7,278,899Expenses 2022: $6,031,846Net Income 2022: $1,247,0532022Revenue 2023: $5,092,301Expenses 2023: $6,425,536Net Income 2023: -$1,333,2352023Revenue 2024: $5,801,262Expenses 2024: $5,465,609Net Income 2024: $335,6532024Revenue 2025: $5,945,356Expenses 2025: $5,306,436Net Income 2025: $638,9202025

Highlighted filing

2015

Revenue$5,718,154
Expenses$5,350,654
Net Income$367,500
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 4, 2015
Return Version
2014v5.0
Gross Receipts
$9,240,471
Mission and Program Overview

Mission

George stevens academy is an independent high school located on the coast of maine. Grounded in its traditions and commitment to the area's small towns. The academy is a caring educational community invested in meeting the needs of each student. The academy offers a challenging comprehensive program of studies that fosters intellectual inquiry and the pursuit of knowledge, inspires creativity, develops self-reliance, and prepares its graduates for a purposeful life in an ever changing world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,909,883$9,748,478▼ $161,405
Land, Buildings, and Equipment, Net$3,953,187$4,958,968▲ $1,005,781
Savings and Temporary Cash Investments$1,615,814$2,114,440▲ $498,626
Prepaid Expenses and Deferred Charges$66,551$74,364▲ $7,813
Accounts Receivable$34,673$29,740▼ $4,933
Inventories for Sale or Use$12,153$12,789▲ $636
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$15,592,561$16,939,079▲ $1,346,518
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,848,249$2,542,838▲ $694,589
Deferred Revenue$704,907$1,180,789▲ $475,882
Accounts Payable and Accrued Expenses$354,601$531,807▲ $177,206
Grants Payable$256,800$265,075▲ $8,275
Total Liabilities$3,164,557$4,520,509▲ $1,355,952
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,568,749$6,568,750▲ $1
Unrestricted Net Assets$3,218,270$3,484,321▲ $266,051
Temporarily Rstr Net Assets$2,640,985$2,365,499▼ $275,486
Total Net Assets Fund Balance$12,428,004$12,418,570▼ $9,434
Total Liabilities and Net Assets / Fund Balance$15,592,561$16,939,079▲ $1,346,518

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,630,543$3,258,767$6,889,310
Equipment$289,902$1,375,106$1,665,008
Land$1,038,523-$1,038,523

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$9,211,156$68,071▲ $286,775$577,630$8,934,249
2014$8,491,087$175,780▲ $1,144,441$556,043$9,211,156
2013$8,246,077$199,453▲ $575,501$487,832$8,491,087
2012$7,874,685$197,630▲ $519,484$305,349$8,246,077
2011$7,633,828$77,697▲ $576,011$368,111$7,874,685
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$216,782
Program Service Revenue
$4,557,446
Investment Income
$728,731
Other Revenue
$215,195
All Other Contributions
$216,782
Change in Net Assets
$367,500

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,718,154
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-376,936
Total Revenue per Audited Statements
$5,341,218
Total Revenue per Form 990
$5,718,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,257,260
Other Expenses$1,968,536
Total Fundraising Expense$188,507
Grants and Similar Amounts Paid$124,858
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,337,563$53,989$126,876$2,518,428
Other Employee Benefits$432,981$30,741$23,501$487,223
All Other Expenses$164,044$65,701$15,104$244,849
Depreciation Depletion$207,026--$207,026
Occupancy$196,825--$196,825
Grants to Domestic Individuals$124,858--$124,858
Other Expenses$32,895$73,626$13,114$119,635
Current Officers, Directors, Trustees, and Key Employees-$111,972-$111,972
Payroll Taxes$74,695$5,303$4,054$84,052
Interest$76,367--$76,367
Pension Plan Contributions$49,397$3,507$2,681$55,585
Insurance$41,592--$41,592
Office Expenses$13,244$2,183$3,177$18,604
Fees for Services Accounting-$11,600-$11,600
Advertising-$2,845-$2,845
Fees for Services Legal-$895-$895
Total Functional Expenses$4,799,785$362,362$188,507$5,350,654

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,350,654
Expenses per Audited Statements$5,350,653
Total Expenses per Audited Statements$5,350,653
Expenses Not Reported on Financial Statements$1
Other Expense Adjustments$1
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Frank BiancoFRANK BIANCO IS THE DIR. OF FOOD SVC.-FRANK'S FAMILY OWNS BIANCO PROVISIONSThe School Purchaes Food Supplies From Bianco ProvisionsNo$74,652
Jon WoodwardJon Woodward Is a TrusteeThe School Paid for Construction Services & for Housing 3 StudentsNo$19,125
Steve TheohairdisSteve Theohairdis Is the Head of MaintenanceThe School Paid for Housing StudentsNo$12,000
Kathleen KnightKathlen Knight Is the Math InstructorThe School Paid for Housing StudentsNo$6,000
Tim FarrarTim Farrar Is the Industrial Arts InstructorThe School Paid for Housing StudentsNo$6,000
Jim MarkosJim Markos Is President of Maine ShellfishThe School Purchases Food Supplies From Maine ShellfishNo$1,639
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

990 is provdided to the board of trustees and reveiwed at a subsequent meeting

Form 990, Part VI, Section B, Line 12

All trustees sign the trustees statement of commitment. Which requires that they not involve themselves in any matters they have a conflict of interest on

Form 990, Part VI, Section B, Line 15

Board of trustees approves compensation for the head of the school. The head of the school approves compensation for admnistrators and there is a compensation commitee to oversee all employees compensation. Compensation is comparable for the area.

Form 990, Part VI, Section C, Line 18

They are available upon request

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
George Stevens Academy
EIN
01-0247002
Phone
2073745081
Address
23 UNION STREET, BLUE HILL, ME 04614-0816

Signing Officer

Name
Marion Morris
Title
President
Phone
2073745081
Signed
2015-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marion Morris
Formed
1943
Legal Domicile
Me
Voting Board Members
16
Independent Board Members
16
Employees
103
Volunteers
0

Preparer

Firm
Horton Mcfarland & Veysey LLC
Address
PO BOX 543, ELLSWORTH, ME 04605
Preparer
Annette Gould
Phone
2076675529
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING 2.

990 Part XI Line 2C

The finance commitee has oversight over the audit and selection of auditor

Financial Statement Notes

PART X, LINE 2:

George stevens academy is a tax-exempt organization under internal revenue code 501(c) (3). The school regularly reviews and evaluates its tax position taken in previously filed information returns and as is reflected in its financial statements, with regard to issues affecting its tax exempt status, unrelated business income and related matters. The school believes that in the event of an examination by taxing authorities, its position would prevail based upon technical merit of such positions. Therefore the school has concluded that no tax benefits or liabilities are required to be recognized. The school tax returns are subject to federal and state review by taxing authorities for fiscal years ended june 30, 2010, 2011, and 2012.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

ROUNDING 1.

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IRS990/ActivityOrMissionDesc0GEORGE STEVENS ACADEMY IS AN INDEPENDENT HIGH SCHOOL LOCATED ON THE COAST OF MAINE. GROUNDED IN ITS TRADITIONS AND COMMITMENT TO THE AREA'S SMALL TOWNS. THE ACADEMY IS A CARING EDUCATIONAL COMMUNITY INVESTED IN MEETING THE NEEDS OF EACH STUDENT. THE ACADEMY OFFERS A CHALLENGING COMPREHENSIVE PROGRAM OF STUDIES THAT FOSTERS INTELLECTUAL INQUIRY AND THE PURSUIT OF KNOWLEDGE, INSPIRES CREATIVITY, DEVELOPS SELF-RELIANCE, AND PREPARES ITS GRADUATES FOR A PURPOSEFUL LIFE IN AN EVER CHANGING WORLD.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01943
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0419433
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsPayableGrp/BOYAmt0256800
IRS990/GrantsPayableGrp/EOYAmt0265075
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0124858
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0124858
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03941750
IRS990/GrossReceiptsAmt09240471
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt041592
IRS990/InsuranceGrp/TotalAmt041592
IRS990/InterestGrp/ProgramServicesAmt076367
IRS990/InterestGrp/TotalAmt076367
IRS990/InventoriesForSaleOrUseGrp/BOYAmt012153
IRS990/InventoriesForSaleOrUseGrp/EOYAmt012789
IRS990/InvestmentIncomeGrp/ExclusionAmt0309298
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0309298
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09909883
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09748478
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04633873
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03953187
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04958968
IRS990/LandBldgEquipCostOrOtherBssAmt09592841
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03522317
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GEORGE STEVENS ACADEMY IS AN INDEPENDENT HIGH SCHOOL LOCATED ON THE COAST OF MAINE. GROUNDED IN ITS TRADITIONS AND COMMITMENT TO THE AREA'S SMALL TOWNS. THE ACADEMY IS A CARING EDUCATIONAL COMMUNITY INVESTED IN MEETING THE NEEDS OF EACH STUDENT. THE ACADEMY OFFERS A CHALLENGING COMPREHENSIVE PROGRAM OF STUDIES THAT FOSTERS INTELLECTUAL INQUIRY AND THE PURSUIT OF KNOWLEDGE, INSPIRES CREATIVITY, DEVELOPS SELF-RELIANCE, AND PREPARES ITS GRADUATES FOR A PURPOSEFUL LIFE IN AN EVER CHANGING WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01848249
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02542838
IRS990/NetAssetsOrFundBalancesBOYAmt012428004
IRS990/NetAssetsOrFundBalancesEOYAmt012418570
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0419433
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0419433
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-376936
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0196825
IRS990/OccupancyGrp/TotalAmt0196825
IRS990/OfficeExpensesGrp/FundraisingAmt03177
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02183
IRS990/OfficeExpensesGrp/ProgramServicesAmt013244
IRS990/OfficeExpensesGrp/TotalAmt018604
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023501
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030741
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0432981
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0487223
IRS990/OtherExpensesGrp/Desc0INTERNATIONAL BOARDING
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt013114
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt073626
IRS990/OtherExpensesGrp/ProgramServicesAmt0623319
IRS990/OtherExpensesGrp/ProgramServicesAmt1250334
IRS990/OtherExpensesGrp/ProgramServicesAmt2174645
IRS990/OtherExpensesGrp/ProgramServicesAmt332895
IRS990/OtherExpensesGrp/TotalAmt0623319
IRS990/OtherExpensesGrp/TotalAmt1250334
IRS990/OtherExpensesGrp/TotalAmt2174645
IRS990/OtherExpensesGrp/TotalAmt3119635
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0SCHOOL LUNCH
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0215195
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0215195
IRS990/OtherRevenueTotalAmt0215195
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0126876
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt053989
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02337563
IRS990/OtherSalariesAndWagesGrp/TotalAmt02518428
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04054
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05303
IRS990/PayrollTaxesGrp/ProgramServicesAmt074695
IRS990/PayrollTaxesGrp/TotalAmt084052
IRS990/PensionPlanContributionsGrp/FundraisingAmt02681
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03507
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt049397
IRS990/PensionPlanContributionsGrp/TotalAmt055585
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06568749
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06568750
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt066551
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt074364
IRS990/PrincipalOfficerNm0MARION MORRIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04495589
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt161857
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04495589
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt161857
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FINANCING ASSISTANCE TO GRADUATING STUDENTS WHO ARE FURTHERING THEIR EDUCATION. SCHOLARSHIPS GRANTED ON THE BASIS OF MERIT AND TYPE OF CONTINUING EDUCATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0124858
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0124858
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt028215
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0362008
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0120037
IRS990/PYInvestmentIncomeAmt0811013
IRS990/PYOtherExpensesAmt01860400
IRS990/PYOtherRevenueAmt0192906
IRS990/PYProgramServiceRevenueAmt04355076
IRS990/PYRevenuesLessExpensesAmt0630520
IRS990/PYSalariesCompEmpBnftPaidAmt03110046
IRS990/PYTotalExpensesAmt05090483
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05721003
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0367500
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04772641
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01615814
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02114440
IRS990ScheduleA/SchoolInd0X
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03630543
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03258767
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06889310
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt054123
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09211156
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt068071
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08934249
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0286775
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0577630
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt044109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08491087
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0175780
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09211156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01144441
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0556043
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt042112
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08246077
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0199453
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08491087
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0575501
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0487832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt040373
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07874685
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0197630
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08246077
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0519484
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0305349
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt044740
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07633828
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt077697
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07874685
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0576011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0368111
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$1.25$14.2$5.95$5.31$0.64
2024Detailed filing. Detailed filing data is available for this year.$14.5$1.23$13.3$5.80$5.47$0.34
2023Detailed filing. Detailed filing data is available for this year.$14.0$1.79$12.2$5.09$6.43$1.33
2022Detailed filing. Detailed filing data is available for this year.$14.3$1.94$12.4$7.28$6.03$1.25
2021Detailed filing. Detailed filing data is available for this year.$16.1$1.41$14.7$6.24$6.00$0.24
2020Detailed filing. Detailed filing data is available for this year.$15.5$2.17$13.3$5.87$5.83$0.04
2019Detailed filing. Detailed filing data is available for this year.$15.1$1.70$13.4$5.85$6.06$0.21
2018Summary only. Only limited summary data is available for this year.$15.8$2.28$13.5$6.10$5.94$0.16
2017Detailed filing. Detailed filing data is available for this year.$16.0$2.96$13.1$6.12$5.93$0.19
2016Detailed filing. Detailed filing data is available for this year.$15.8$3.09$12.7$6.39$5.70$0.69
2015Detailed filing. Detailed filing data is available for this year.$16.9$4.52$12.4$5.72$5.35$0.37
2014Detailed filing. Detailed filing data is available for this year.$15.5$3.18$12.3$5.72$5.09$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$3.54$11.1$5.65$4.86$0.79
2012Summary only. Only limited summary data is available for this year.$14.3$3.79$10.5$5.15$5.01$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$2.91$10.1$4.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$2.58$12.9$4.08