Civic Intelligence

George Stevens Academy

990 • Fiscal year 2016 • EIN 01-0247002

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

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

46th percentile

0.20x

Higher debt load relative to assets than 46% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.48x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

72nd percentile

11%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

13th percentile

-6.9%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$15,762,958

Down $1,176,121 (-6.9%) from 2015

Net Assets

Up

$12,675,173

Up $256,603 (+2.1%) from 2015

Liabilities

Down

$3,087,785

Down $1,432,724 (-32%) from 2015

Revenue

Up

$6,390,413

Up $672,259 (+12%) from 2015

Expenses

Up

$5,698,216

Up $347,562 (+6.5%) from 2015

Net Income

Up

$692,197

Up $324,697 (+88%) from 2015

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

2016

Assets$15,762,958
Liabilities$3,087,785
Net Assets$12,675,173

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

2016

Revenue$6,390,413
Expenses$5,698,216
Net Income$692,197
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$15,407,737
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$9,748,478$6,596,717▼ $3,151,761
Land, Buildings, and Equipment, Net$4,958,968$5,818,950▲ $859,982
Savings and Temporary Cash Investments$2,114,440$3,252,709▲ $1,138,269
Prepaid Expenses and Deferred Charges$74,364$75,335▲ $971
Inventories for Sale or Use$12,789$12,789→ $0
Accounts Receivable$29,740$6,158▼ $23,582
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$16,939,079$15,762,958▼ $1,176,121
Liabilities
Deferred Revenue$1,180,789$1,566,063▲ $385,274
Mortgage Notes Payable Secured by Investment Property$2,542,838$779,130▼ $1,763,708
Accounts Payable and Accrued Expenses$531,807$515,267▼ $16,540
Grants Payable$265,075$227,325▼ $37,750
Total Liabilities$4,520,509$3,087,785▼ $1,432,724
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,568,750$6,574,350▲ $5,600
Unrestricted Net Assets$3,484,321$3,620,643▲ $136,322
Temporarily Rstr Net Assets$2,365,499$2,480,180▲ $114,681
Total Net Assets Fund Balance$12,418,570$12,675,173▲ $256,603
Total Liabilities and Net Assets / Fund Balance$16,939,079$15,762,958▼ $1,176,121

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,528,357$3,355,034$7,883,391
Equipment$211,464$1,503,089$1,714,553
Land$1,079,129-$1,079,129

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$8,934,249$381,740▲ $64,756$276,524$9,054,530
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
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$802,888
Program Service Revenue
$4,852,272
Investment Income
$456,494
Other Revenue
$278,759
All Other Contributions
$802,888
Change in Net Assets
$692,197

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,390,412
Revenue Not Reported on Financial Statements
$1
Revenue Not Reported on Form 990
$-435,585
Other Revenue Adjustments
$1
Total Revenue per Audited Statements
$5,954,827
Total Revenue per Form 990
$6,390,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,433,481
Other Expenses$2,192,722
Total Fundraising Expense$203,336
Grants and Similar Amounts Paid$72,013
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,429,032-$130,680$2,559,712
Other Employee Benefits$477,182$34,891$25,672$537,745
All Other Expenses$153,506$45,926$36,191$235,623
Depreciation Depletion$224,250--$224,250
Current Officers, Directors, Trustees, and Key Employees-$177,608-$177,608
Occupancy$151,144--$151,144
Other Expenses$138,768--$138,768
Interest$92,717--$92,717
Payroll Taxes$81,528$5,961$4,386$91,875
Grants to Domestic Individuals$72,013--$72,013
Pension Plan Contributions$59,047$4,317$3,177$66,541
Fees for Service Investment Mgmnt Fees-$49,692-$49,692
Insurance$44,354--$44,354
Office Expenses$14,926$2,459$3,230$20,615
Fees for Services Accounting-$12,000-$12,000
Advertising-$11,704-$11,704
Fees for Services Legal-$4,460-$4,460
Total Functional Expenses$5,145,862$349,018$203,336$5,698,216

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,698,224
Expenses per Audited Statements$5,698,216
Total Expenses per Form 990$5,698,216
Expenses Not Reported on Form 990$8
Expenses Not Reported on Financial Statements$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 BiancoDIRECTOR OF FOOD SERVICE-FRANK'S FAMILY OWNS BIANCO PROVISIONSThe School Purchaes Food Supplies From Bianco ProvisionsNo$85,548
Lisa TheoharidisSchool NurseThe School Paid for Housing StudentsNo$18,000
Jon WoodwardTrusteeThe School Paid for Housing Students and for Construction ServicesNo$16,288
Prudence HeilnerResidential Life Assistant and Is Married to the Business ManagerThe School Paid for Housing StudentsNo$12,000
Hector SapienHusband of TrusteeThe School Paid for Social Work ServicesNo$8,231
Kathleen KnightMath InstructorThe School Paid for Housing StudentsNo$6,000
Jim MarkosPresident of Maine ShellfishThe School Purchases Food Supplies From Maine ShellfishNo$1,908
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
2016-11-09
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
119
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 -9.

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 XI, LINE 4B - OTHER ADJUSTMENTS:

ROUNDING 1.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

ROUNDING 8.

Raw XML AppendixShowing 400 of 592 raw XML fields

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
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/SecuritiesAmt0152210
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsPayableGrp/BOYAmt0265075
IRS990/GrantsPayableGrp/EOYAmt0227325
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt072013
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt072013
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09169534
IRS990/GrossReceiptsAmt015407737
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt044354
IRS990/InsuranceGrp/TotalAmt044354
IRS990/InterestGrp/ProgramServicesAmt092717
IRS990/InterestGrp/TotalAmt092717
IRS990/InventoriesForSaleOrUseGrp/BOYAmt012789
IRS990/InventoriesForSaleOrUseGrp/EOYAmt012789
IRS990/InvestmentIncomeGrp/ExclusionAmt0304284
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0304284
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09748478
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06596717
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04858123
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04958968
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05818950
IRS990/LandBldgEquipCostOrOtherBssAmt010677073
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09017324
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/BOYAmt02542838
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0779130
IRS990/NetAssetsOrFundBalancesBOYAmt012418570
IRS990/NetAssetsOrFundBalancesEOYAmt012675173
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0152210
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0152210
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-435585
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0151144
IRS990/OccupancyGrp/TotalAmt0151144
IRS990/OfficeExpensesGrp/FundraisingAmt03230
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02459
IRS990/OfficeExpensesGrp/ProgramServicesAmt014926
IRS990/OfficeExpensesGrp/TotalAmt020615
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-9
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt025672
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034891
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0477182
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0537745
IRS990/OtherExpensesGrp/Desc0RESIDENTIAL BOARDING PR
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/Desc2FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/ProgramServicesAmt0824847
IRS990/OtherExpensesGrp/ProgramServicesAmt1241984
IRS990/OtherExpensesGrp/ProgramServicesAmt2140564
IRS990/OtherExpensesGrp/ProgramServicesAmt3138768
IRS990/OtherExpensesGrp/TotalAmt0824847
IRS990/OtherExpensesGrp/TotalAmt1241984
IRS990/OtherExpensesGrp/TotalAmt2140564
IRS990/OtherExpensesGrp/TotalAmt3138768
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0SCHOOL LUNCH
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0278759
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0278759
IRS990/OtherRevenueTotalAmt0278759
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0130680
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02429032
IRS990/OtherSalariesAndWagesGrp/TotalAmt02559712
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04386
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05961
IRS990/PayrollTaxesGrp/ProgramServicesAmt081528
IRS990/PayrollTaxesGrp/TotalAmt091875
IRS990/PensionPlanContributionsGrp/FundraisingAmt03177
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04317
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt059047
IRS990/PensionPlanContributionsGrp/TotalAmt066541
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06568750
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06574350
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt074364
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt075335
IRS990/PrincipalOfficerNm0MARION MORRIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04837310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114962
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04837310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114962
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/ExpenseAmt072013
IRS990/ProgSrvcAccomActy2Grp/GrantAmt072013
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt077825
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0216782
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0124858
IRS990/PYInvestmentIncomeAmt0728731
IRS990/PYOtherExpensesAmt01968536
IRS990/PYOtherRevenueAmt0215195
IRS990/PYProgramServiceRevenueAmt04557446
IRS990/PYRevenuesLessExpensesAmt0367500
IRS990/PYSalariesCompEmpBnftPaidAmt03257260
IRS990/PYTotalExpensesAmt05350654
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05718154
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0692197
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05131031
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02114440
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03252709
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/BookValueAmt04528357
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03355034
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07883391
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt049691
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08934249
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0381740
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09054530
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt064756
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0276524
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt054123
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09211156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt068071
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08934249
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0286775
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0577630
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt044109
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08491087
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0175780
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09211156
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01144441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0556043
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt042112
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08246077
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0199453
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08491087
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0575501
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0487832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt040373
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07874685
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0197630
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08246077
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0519484
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0305349
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00

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