Civic Intelligence

Laudholm Trust

990 • Fiscal year 2014 • EIN 01-0380763

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 19, 2015

Organization ProfileWWW.LAUDHOLM.ORG

View Organization Page

PO Box 1007Wells, ME 04090

(207) 646-4521

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.03x

Higher debt load relative to assets than 23% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

56th percentile

0.25x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

62nd percentile

6.7%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$99,878

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-3.4%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$5,830,119

Up $590,364 (+11%) from 2013

Net Assets

Up

$5,673,788

Up $595,104 (+12%) from 2013

Liabilities

Down

$156,331

Down $4,740 (-2.9%) from 2013

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin62nd percentile

Revenue

Down

$627,396

Down $22,251 (-3.4%) from 2013

Expenses

Down

$585,369

Down $4,222 (-0.7%) from 2013

Net Income

Down

$42,027

Down $18,029 (-30%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2011: $4,645,025Liabilities 2011: $28,927Net Assets 2011: $4,616,0982011Assets 2012: $4,675,447Liabilities 2012: $16,172Net Assets 2012: $4,659,2752012Assets 2013: $5,239,755Liabilities 2013: $161,071Net Assets 2013: $5,078,6842013Assets 2014: $5,830,119Liabilities 2014: $156,331Net Assets 2014: $5,673,7882014Assets 2015: $6,149,066Liabilities 2015: $146,936Net Assets 2015: $6,002,1302015Assets 2016: $6,321,385Liabilities 2016: $171,969Net Assets 2016: $6,149,4162016Assets 2017: $6,863,203Liabilities 2017: $187,900Net Assets 2017: $6,675,3032017Assets 2018: $7,576,018Liabilities 2018: $137,806Net Assets 2018: $7,438,2122018Assets 2019: $8,640,811Liabilities 2019: $122,809Net Assets 2019: $8,518,0022019Assets 2020: $8,960,755Liabilities 2020: $103,747Net Assets 2020: $8,857,0082020Assets 2021: $11,093,947Liabilities 2021: $149,724Net Assets 2021: $10,944,2232021Assets 2022: $10,020,080Liabilities 2022: $173,436Net Assets 2022: $9,846,6442022Assets 2023: $11,057,109Liabilities 2023: $172,305Net Assets 2023: $10,884,8042023Assets 2024: $11,913,136Liabilities 2024: $131,683Net Assets 2024: $11,781,4532024

Highlighted filing

2014

Assets$5,830,119
Liabilities$156,331
Net Assets$5,673,788
Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $635,6012011Expenses 2012: $558,2692012Revenue 2013: $649,647Expenses 2013: $589,591Net Income 2013: $60,0562013Revenue 2014: $627,396Expenses 2014: $585,369Net Income 2014: $42,0272014Revenue 2015: $852,972Expenses 2015: $688,586Net Income 2015: $164,3862015Revenue 2016: $732,298Expenses 2016: $607,334Net Income 2016: $124,9642016Revenue 2017: $799,896Expenses 2017: $685,443Net Income 2017: $114,4532017Revenue 2018: $995,113Expenses 2018: $694,999Net Income 2018: $300,1142018Revenue 2019: $849,679Expenses 2019: $678,988Net Income 2019: $170,6912019Revenue 2020: $882,063Expenses 2020: $805,775Net Income 2020: $76,2882020Revenue 2021: $1,024,210Expenses 2021: $773,708Net Income 2021: $250,5022021Revenue 2022: $791,469Expenses 2022: $861,838Net Income 2022: -$70,3692022Revenue 2023: $954,746Expenses 2023: $1,042,242Net Income 2023: -$87,4962023Revenue 2024: $872,511Expenses 2024: $1,057,387Net Income 2024: -$184,8762024

Highlighted filing

2014

Revenue$627,396
Expenses$585,369
Net Income$42,027
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 19, 2015
Return Version
2013v4.0
Gross Receipts
$1,013,204
Mission and Program Overview

Mission

Laudholm trust is dedicated to advancing the coastal research, education, and stewardship programs of the wells reserve and to preserving its historic buildings. Laudholm strives to extend its unique legacy by galvanizing community support and inspiring actions that protect maine's coastal environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,632,400$4,158,962▲ $526,562
Cash and Non-Interest-Bearing Accounts$364,273$360,094▼ $4,179
Savings and Temporary Cash Investments$117,645$138,654▲ $21,009
Land, Buildings, and Equipment, Net$150,326$101,642▼ $48,684
Accounts Receivable$12,299$4,762▼ $7,537
Inventories for Sale or Use$3,687$4,025▲ $338
Total Assets$5,239,755$5,830,119▲ $590,364
Other Assets Total$959,125$1,061,980▲ $102,855
Liabilities
Deferred Revenue$148,095$153,177▲ $5,082
Other Liabilities$8,180$2,495▼ $5,685
Accounts Payable and Accrued Expenses$4,796$659▼ $4,137
Total Liabilities$161,071$156,331▼ $4,740
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,132,576$3,243,719▲ $111,143
Unrestricted Net Assets$1,595,271$1,761,700▲ $166,429
Temporarily Rstr Net Assets$350,837$668,369▲ $317,532
Total Net Assets Fund Balance$5,078,684$5,673,788▲ $595,104
Total Liabilities and Net Assets / Fund Balance$5,239,755$5,830,119▲ $590,364

Asset Categories

AssetBook ValueDepreciationBasis
Land$97,950-$97,950
Buildings$3,692$9,998$13,690
Other Assets Org$1,061,980--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,467,613$16,628▲ $376,876$35,478$4,825,639
2013$4,216,240$48,301▲ $234,091$31,019$4,467,613
2012$2,980,999$1,212,467▲ $57,055$34,281$4,216,240
2011$2,540,951$93,733▲ $379,173$32,858$2,980,999
2010$2,368,388$48,373▲ $155,239$28,038$2,540,951
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nik CharovPresidentFT$80,207$19,671$99,878

Board Members and Trustees

NameTitle
Bruce ReadChairman
Kelli GardnerVice Chairman & Clerk
Betsy SmithTrustee
Charlie GaylordTrustee
David JohnsonTrustee
George LambertTrustee
Hans WarnerTrustee
Joanne ConradTrustee
Kim VieiraTrustee
Mark MuellerTrustee
Scott AndersonTrustee
Susan BensonTrustee
Jennifer L ArpsCo-secretary
Leslie RobertsCo-secretary
Dennis ByrdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$247,396
Program Service Revenue
$0
Investment Income
$178,327
Other Revenue
$201,673
All Other Contributions
$181,396
Change in Net Assets
$42,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$258,821
Salaries, Compensation, and Employee Benefits$258,525
Other Expenses$68,023
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$258,821--$258,821
Current Officers, Directors, Trustees, and Key Employees-$192,069-$192,069
Other Employee Benefits-$41,304-$41,304
Fees for Services Other-$17,676-$17,676
Fees for Service Investment Mgmnt Fees-$16,534-$16,534
Payroll Taxes-$13,329-$13,329
Fees for Services Accounting-$12,195-$12,195
Pension Plan Contributions-$11,823-$11,823
Office Expenses-$7,686-$7,686
Insurance-$7,591-$7,591
Other Expenses-$2,145-$2,145
Depreciation Depletion-$582-$582
Travel-$250-$250
Occupancy-$128-$128
Total Functional Expenses$258,821$326,548$0$585,369
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
01-0459976-170(c)(1)GRANTS ARE MADE TO SUPPORT THE OPERATIONAL AND CAPITAL IMPROVEMENTS OF THE RESERVE, WHICH DIRECTLY RELATES TO THE ORGANIZATION'S PRIMARY TAX EXEMPT PURPOSE.$258,821
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$241,261
Fundraising Direct Expenses$42,651
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$113,460$113,460$7,474$105,986
Event 1$99,653$99,653$25,026$74,627
Total Events$241,261$241,261$42,651$198,610
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
Nik Charov PresidentCHAIR OF THE WELLS NAT'L ESTUARINE RESEARCH RESERVE MGMT AUTHORITYTHE ORGANIZATION PROVIDED $258,821 IN ASSISTANCE TO THE WELLS RESERVE, CONSISTENT WITH THE ORGANIZATIONS PRIMARY TAX EXEMPT PURPOSE.No$258,821
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Present Value of Future Annuity Payments$2,495
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization consists of members who must pay annual dues fixed by the board of trustees.”

Form 990, Part VI, Section A, Line 7A

“The members elect the trustees and the trustees elect the officers of the board.”

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by the president, the treasurer, and the board of trustees before being filed. They are also available online at wellsreserve.org and are emailed to members.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the policy by monitoring the board and employees”

Form 990, Part VI, Section B, Line 15

“A yearly review of the maine association of non-profit salary and benefits survey is utilized to determine compensation.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available at the office of laudholm trust upon request. They are also available at the annual meeting and sent to members annually”

Filing and Contact Details

Filer

EIN
01-0380763
Phone
2076464521

Signing Officer

Name
Nik Charov
Title
President
Phone
2076464521
Signed
2015-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nik Charov
Formed
1991
Legal Domicile
Me
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
623

Preparer

Preparer
Derrick Emery CPA
Phone
6034306200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gains (losses) on charitable trusts 102,855. Change in annuity obligation -3,039.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used to support the organization's primary tax exempt purpose of supporting the wells national estuarine research reserve. The income from permanently restricted endowments is used in support of educational and research programs, as intended by donor.”

PART X, LINE 2:

“The federal tax return of the trust is subject to examination, generally for three years after it was filed. The trust does not believe that there are any uncertain tax positions taken in preparation of the tax return that would impact these financial statements.”

Raw XML AppendixShowing 400 of 544 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.

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IRS990/ActivityOrMissionDesc0LAUDHOLM TRUST IS DEDICATED TO ADVANCING THE COASTAL RESEARCH, EDUCATION, AND STEWARDSHIP PROGRAMS OF THE WELLS RESERVE AND TO PRESERVING ITS HISTORIC BUILDINGS. LAUDHOLM STRIVES TO EXTEND ITS UNIQUE LEGACY BY GALVANIZING COMMUNITY SUPPORT AND INSPIRING ACTIONS THAT PROTECT MAINE'S COASTAL ENVIRONMENT.
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IRS990/Desc0THE TRUST OPERATES TO SUPPORT ESTUARINE ECOSYSTEMS, PRIMARILY THE WELLS NATIONAL ESTUARINE RESEARCH RESERVE AND THE HISTORIC SITE OF LAUDHOLM FARM. THIS IS DONE THROUGH ACQUISITION, PRESERVATION, RESEARCH, EDUCATION AND OTHER ACTIVITIES RELATED TO ESTUARINE ECOSYSTEMS AND LAUDHOLM FARM. PROGRAM SERVICES ARE CONTRIBUTIONS CONSISTING OF CASH PAYMENTS MADE TO OR ON BEHALF OF THE WELLS NATIONAL RESERVE, AS WELL AS DONATED STAFF TIME AND VOLUNTEER TIME.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRMAN & CLERK
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
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IRS990/FormationYr01991
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IRS990/FSAuditedInd00
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IRS990/FundraisingGrossIncomeAmt0241261
IRS990/GainOrLossGrp/OtherAmt0-25055
IRS990/GainOrLossGrp/SecuritiesAmt0118270
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0258821
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0258821
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0258821
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0408618
IRS990/GrossReceiptsAmt01013204
IRS990/GrossSalesOfInventoryAmt05872
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IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07591
IRS990/InsuranceGrp/TotalAmt07591
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03687
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04025
IRS990/InvestmentIncomeGrp/ExclusionAmt085112
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt085112
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03632400
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04158962
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0150326
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0101642
IRS990/LandBldgEquipCostOrOtherBssAmt0111640
IRS990/LegalDomicileStateCd0ME
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt050000
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0290348
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt066000
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LAUDHOLM TRUST IS DEDICATED TO ADVANCING THE COASTAL RESEARCH, EDUCATION, AND STEWARDSHIP PROGRAMS OF THE WELLS RESERVE AND TO PRESERVING ITS HISTORIC BUILDINGS. LAUDHOLM STRIVES TO EXTEND ITS UNIQUE LEGACY BY GALVANIZING COMMUNITY SUPPORT AND INSPIRING ACTIONS THAT PROTECT MAINE'S COASTAL ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05078684
IRS990/NetAssetsOrFundBalancesEOYAmt05673788
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt093215
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt093215
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0198610
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0198610
IRS990/NetIncomeOrLossGrp/ExclusionAmt03063
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03063
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0453261
IRS990/NoncashContributionsAmt05034
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0128
IRS990/OccupancyGrp/TotalAmt0128
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07686
IRS990/OfficeExpensesGrp/TotalAmt07686
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0959125
IRS990/OtherAssetsTotalGrp/EOYAmt01061980
IRS990/OtherChangesInNetAssetsAmt099816
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041304
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041304
IRS990/OtherExpensesGrp/Desc0BOARD AND MEMBERSHIP EX
IRS990/OtherExpensesGrp/Desc1STEWARDSHIP/CULTIVATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12145
IRS990/OtherExpensesGrp/TotalAmt03236
IRS990/OtherExpensesGrp/TotalAmt12145
IRS990/OtherLiabilitiesGrp/BOYAmt08180
IRS990/OtherLiabilitiesGrp/EOYAmt02495
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013329
IRS990/PayrollTaxesGrp/TotalAmt013329
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011823
IRS990/PensionPlanContributionsGrp/TotalAmt011823
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03132576
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03243719
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NIK CHAROV
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0378374
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0283829
IRS990/PYInvestmentIncomeAmt0126455
IRS990/PYOtherExpensesAmt051522
IRS990/PYOtherRevenueAmt0144818
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt060056
IRS990/PYSalariesCompEmpBnftPaidAmt0254240
IRS990/PYTotalExpensesAmt0589591
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0649647
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt042027
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0117645
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0138654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0247396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0378374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0251262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0446628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0367660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01691320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt085112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt082020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt076104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt073207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt066595
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0383038
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt030763
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0241261
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0190155
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0188382
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0213762
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0151061
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0984621
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55290
IRS990ScheduleA/PublicSupportPY170Pct00.59170
IRS990ScheduleA/PublicSupportTotal170Amt01691320
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0247396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0378374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0251262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0446628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0367660
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01691320
IRS990ScheduleA/TotalSupportAmt03058979
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/BoardDesignatedBalanceEOYPct00.32780
IRS990ScheduleD/BuildingsGrp/BookValueAmt03692
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09998
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013690
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04467613
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016628
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04825639
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0376876
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt035478
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04216240
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt048301
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04467613
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0234091
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt031019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02980999
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01212467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04216240
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057055
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt034281
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02540951
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt093733
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02980999
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0379173
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt032858
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02368388
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt048373
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02540951
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0155239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt028038
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt097950
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt097950
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01061980
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN CHARITABLE TRUSTS

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,830,119
Liabilities
$156,331
Net assets
$5,673,788
Revenue
$627,396
Expenses
$585,369
Net income
$42,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.13$11.8$0.87$1.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.17$10.9$0.95$1.04$0.09
2022Detailed filing. Detailed filing data is available for this year.$10.0$0.17$9.85$0.79$0.86$0.07
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.15$10.9$1.02$0.77$0.25
2020Detailed filing. Detailed filing data is available for this year.$8.96$0.10$8.86$0.88$0.81$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.64$0.12$8.52$0.85$0.68$0.17
2018Summary only. Only limited summary data is available for this year.$7.58$0.14$7.44$1.00$0.69$0.30
2017Detailed filing. Detailed filing data is available for this year.$6.86$0.19$6.68$0.80$0.69$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.32$0.17$6.15$0.73$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.15$0.15$6.00$0.85$0.69$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.83$0.16$5.67$0.63$0.59$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.16$5.08$0.65$0.59$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.02$4.66$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.03$4.62$0.64