Civic Intelligence

Institute for the Study of Western Civilization

990 • Fiscal year 2019 • EIN 02-0672159

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 03, 2020

Organization Profilewesternciv.com
10060 Bubb RoadCupertino, CA 95014

(408) 864-4060

Siviq Scores

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

Liabilities / Assets

88th percentile

0.40x

Higher debt load relative to assets than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$92,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

11th percentile

-43%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-34%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$216,319

Down $161,476 (-43%) from 2018

Net Assets

Down

$130,558

Down $142,765 (-52%) from 2018

Liabilities

Down

$85,761

Down $18,711 (-18%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin11th percentile

Revenue

Down

$444,442

Down $224,956 (-34%) from 2018

Expenses

Up

$587,207

Up $92,789 (+19%) from 2018

Net Income

Down

-$142,765

Down $317,745 (-182%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$800K$600K$400K$200K$0Assets 2010: $115,077Liabilities 2010: $81,918Net Assets 2010: $33,1592010Assets 2011: $128,195Liabilities 2011: $80,335Net Assets 2011: $47,8602011Assets 2012: $102,913Liabilities 2012: $77,758Net Assets 2012: $25,1552012Assets 2013: $124,098Liabilities 2013: $76,628Net Assets 2013: $47,4702013Assets 2014: $136,312Liabilities 2014: $79,230Net Assets 2014: $57,0822014Assets 2015: $120,802Liabilities 2015: $59,762Net Assets 2015: $61,0402015Assets 2016: $98,465Liabilities 2016: $93,493Net Assets 2016: $4,9722016Assets 2017: $199,790Liabilities 2017: $101,448Net Assets 2017: $98,3422017Assets 2018: $377,795Liabilities 2018: $104,472Net Assets 2018: $273,3232018Assets 2019: $216,319Liabilities 2019: $85,761Net Assets 2019: $130,5582019Assets 2020: $481,661Liabilities 2020: $170,679Net Assets 2020: $310,9822020Assets 2021: $574,711Liabilities 2021: $96,233Net Assets 2021: $478,4782021Assets 2022: $618,774Liabilities 2022: $56,318Net Assets 2022: $562,4562022Assets 2023: $545,171Liabilities 2023: $37,010Net Assets 2023: $508,1612023Assets 2024: $478,399Liabilities 2024: $49,623Net Assets 2024: $428,7762024

Highlighted filing

2019

Assets$216,319
Liabilities$85,761
Net Assets$130,558
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $384,471Expenses 2010: $385,364Net Income 2010: -$8932010Expenses 2011: $406,2632011Expenses 2012: $412,3642012Revenue 2013: $435,712Expenses 2013: $413,397Net Income 2013: $22,3152013Revenue 2014: $404,656Expenses 2014: $395,044Net Income 2014: $9,6122014Revenue 2015: $438,782Expenses 2015: $434,824Net Income 2015: $3,9582015Revenue 2016: $390,694Expenses 2016: $446,762Net Income 2016: -$56,0682016Revenue 2017: $525,862Expenses 2017: $432,492Net Income 2017: $93,3702017Revenue 2018: $669,398Expenses 2018: $494,418Net Income 2018: $174,9802018Revenue 2019: $444,442Expenses 2019: $587,207Net Income 2019: -$142,7652019Revenue 2020: $755,723Expenses 2020: $575,299Net Income 2020: $180,4242020Revenue 2021: $760,039Expenses 2021: $592,543Net Income 2021: $167,4962021Revenue 2022: $678,185Expenses 2022: $594,207Net Income 2022: $83,9782022Revenue 2023: $594,681Expenses 2023: $648,976Net Income 2023: -$54,2952023Revenue 2024: $634,086Expenses 2024: $713,471Net Income 2024: -$79,3852024

Highlighted filing

2019

Revenue$444,442
Expenses$587,207
Net Income-$142,765
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 3, 2020
Return Version
2019v5.0
Gross Receipts
$445,896
Mission and Program Overview

Mission

To promote the teaching of the western tradition through educational courses, resources and teacher training.

Provide education, training and resources to teachers and the public on the Western Tradition.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$90,096-
Land, Buildings, and Equipment, Net$34,904$60,580▲ $25,676
Cash and Non-Interest-Bearing Accounts$328,191$50,943▼ $277,248
Loans From Officers Directors$15,854--
Prepaid Expenses and Deferred Charges$13,050$13,050→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$377,795$216,319▼ $161,476
Other Assets Total$1,650$1,650→ $0
Liabilities
Deferred Revenue$83,835$83,245▼ $590
Accounts Payable and Accrued Expenses$4,783$2,516▼ $2,267
Total Liabilities$104,472$85,761▼ $18,711
Net Assets / Fund Balance
Net Assets With Donor Restrictions$200,000$103,186▼ $96,814
Net Assets Without Donor Restrictions$73,323$27,372▼ $45,951
Total Net Assets Fund Balance$273,323$130,558▼ $142,765
Total Liabilities and Net Assets / Fund Balance$377,795$216,319▼ $161,476

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,658$64,946$85,604
Leasehold Improvements$34,069$28,874$62,943
Equipment$5,853$38,827$44,680
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William H FredlundPres/Exec DirectorFT$92,000$92,000
Grace FagladeCFOPT$18,874$18,874

Board Members and Trustees

NameTitle
Nathaniel CollinsChairman
Dianna Van Der WerffBoard Member
Marian SnowBoard Member
Mary DunlapBoard Member
Mary Ellen CuykendallBoard Member
Mike MillerBoard Member
Robert GarnerBoard Member
Roger SteinSec/Tres
Revenue and Support

Revenue Composition

Contributions and Grants
$38,151
Program Service Revenue
$405,750
Investment Income
$95
Other Revenue
$446
All Other Contributions
$38,151
Change in Net Assets
$-142,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$269,323
Other Expenses$238,671
Grants and Similar Amounts Paid$79,213
Total Fundraising Expense$1,099
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$108,189$27,817-$136,006
Occupancy$113,674$6,327-$120,001
Current Officers, Directors, Trustees, and Key Employees$82,800$28,074-$110,874
Grants to Domestic Individuals$79,213--$79,213
Fees for Services Other$20,860$540-$21,400
Office Expenses$12,270$6,739$1,099$20,108
Payroll Taxes$16,663$2,941-$19,604
Advertising$9,260--$9,260
Depreciation Depletion$8,002$421-$8,423
Travel$2,225$4,527-$6,752
Information Technology$3,706--$3,706
Other Employee Benefits$2,413$426-$2,839
Other Expenses$2,222$17,719-$2,222
Insurance$1,463$366-$1,829
Interest-$40-$40
Total Functional Expenses$490,171$95,937$1,099$587,207
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$15,854--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Line 11B: Form 990 Review Process

“The 990 is reviewed for accuracy and completeness by the CFO and President. After any questions are resolved, it is emailed to the board prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization has a conflict of interest policy, which requires annual written disclosure of potential conflicts as well as a process for follow-up and resolution of any indentified conflicts.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The process for determining the compensation of officers and key employees (if any) includes review and approval by the independent board and the consideration of relevant comparability data (990's of similar organizations in similar geographic areas.) The deliberations and decisions of the board are documented in the minutes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Institute for the Study of
EIN
02-0672159
Phone
4088644060
Address
10060 Bubb Road, Cupertino, CA 95014

Signing Officer

Name
William H Fredlund
Title
Pres/Exec Director
Signed
2020-09-03

Organization Details

Principal Officer
William H Fredlund
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
17
Volunteers
40
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt073323
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt027372
IRS990/NoncashContributionsAmt01454
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06327
IRS990/OccupancyGrp/ProgramServicesAmt0113674
IRS990/OccupancyGrp/TotalAmt0120001
IRS990/OfficeExpensesGrp/FundraisingAmt01099
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06739
IRS990/OfficeExpensesGrp/ProgramServicesAmt012270
IRS990/OfficeExpensesGrp/TotalAmt020108
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01650
IRS990/OtherAssetsTotalGrp/EOYAmt01650
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0426
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02413
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02839
IRS990/OtherExpensesGrp/Desc0Bank and Merchant Fees
IRS990/OtherExpensesGrp/Desc1Classroom Expenses
IRS990/OtherExpensesGrp/Desc2Student Credit Fees
IRS990/OtherExpensesGrp/Desc3Library Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017719
IRS990/OtherExpensesGrp/ProgramServicesAmt016011
IRS990/OtherExpensesGrp/ProgramServicesAmt111200
IRS990/OtherExpensesGrp/ProgramServicesAmt22222
IRS990/OtherExpensesGrp/TotalAmt017719
IRS990/OtherExpensesGrp/TotalAmt116011
IRS990/OtherExpensesGrp/TotalAmt211200
IRS990/OtherExpensesGrp/TotalAmt32222
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0446
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0446
IRS990/OtherRevenueTotalAmt0446
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027817
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0108189
IRS990/OtherSalariesAndWagesGrp/TotalAmt0136006
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02941
IRS990/PayrollTaxesGrp/ProgramServicesAmt016663
IRS990/PayrollTaxesGrp/TotalAmt019604
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013050
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013050
IRS990/PrincipalOfficerNm0William H Fredlund
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Memberships
IRS990/ProgramServiceRevenueGrp/Desc1Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1398850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1398850
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarship Program: An important part of the Institutes mission is the extension of full tuition scholarships and cash grants to secondary and college instructors who are currently teaching social sciences or humanities (history, literature, philosophy, art and related courses) in Bay Area schools.In the Fall of 2019, the Program expanded by adding a second night of instruction for qualifying teachers and increased the number of participants from 19 to 34.During 2019, 34 scholarships were awarded.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt091388
IRS990/ProgSrvcAccomActy2Grp/GrantAmt079213
IRS990/ProgSrvcAccomActy3Grp/Desc0Library: The Kate Curry Library at the Institute includes over 2,700 volumes. It provides students and local educators with resource materials related to current class offerings, the history of the development of civilization, art, literature, language and music. Volunteers work in acquisitions, book processing, online cataloging, circulation, special collections, patron assistance and general library maintenance. New acquisitions are funded by monetary gifts and program revenue. Book donations are accepted. Library policies and a searchable catalog of books are available at the Institutes website: www.westernciv.com.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02222
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0287389
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt030210
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0225725
IRS990/PYOtherRevenueAmt0121
IRS990/PYProgramServiceRevenueAmt0381888
IRS990/PYRevenuesLessExpensesAmt0174980
IRS990/PYSalariesCompEmpBnftPaidAmt0238483
IRS990/PYTotalExpensesAmt0494418
IRS990/PYTotalRevenueAmt0669398
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-142765
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0406196
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt090096
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt05853
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038827
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044680
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt034069
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt028874
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt062943
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020658
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt064946
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt085604
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060580
IRS990ScheduleE/ComplianceWithRevProc7550Ind0false
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The policy is published on the Institutes website, in brochures, and was published in the San Jose Post-Record on 12/9/19.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt034000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Tuition, books and supplies
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt045213
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Tuition books & supplies provided
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt134
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0cost
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0An important part of the Institute's mission is the extension of tuition scholarships and cash grants to secondary and college instructors who are currently teaching social studies or humanities (History, Literature, Art, and related courses) in Bay Area schools.The scholarship includes:*3 Quarters of full tuition including books and supplies, and*$1,000 cash grant for the teacher's own classroom expenses.The Making of the Western Mind, the core course of the Scholarship Program, continued during the Winter and Spring Quarters of 2019. The Program expanded to two classes in the Fall Quarter of 2019. A continuing group of scholarship recipients entered a new class on The History of England. A group of teachers new to the Institute's Scholarship Program began taking The Making of the Western Mind, the Institute's core course.During 2019, 34 scholarships were awarded.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1Scholarships are awarded to secondary and college instructors who are currently teaching social sciences or humanities. Each applicant fills out a form which documents the applicants eligibility. The applications are reviewed and approved by the program manager. The scholarship recipients participation in the program is monitored to determine compliance with the scholarship agreement.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed for accuracy and completeness by the CFO and President. After any questions are resolved, it is emailed to the board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has a conflict of interest policy, which requires annual written disclosure of potential conflicts as well as a process for follow-up and resolution of any indentified conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The process for determining the compensation of officers and key employees (if any) includes review and approval by the independent board and the consideration of relevant comparability data (990's of similar organizations in similar geographic areas.) The deliberations and decisions of the board are documented in the minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, conflict of interest policy and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,319
Liabilities
$85,761
Net assets
$130,558
Revenue
$444,442
Expenses
$587,207
Net income
-$142,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.50$4.29$6.34$7.13$0.79
2023Detailed filing. Detailed filing data is available for this year.$5.45$0.37$5.08$5.95$6.49$0.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$0.56$5.62$6.78$5.94$0.84
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.96$4.78$7.60$5.93$1.67
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$1.71$3.11$7.56$5.75$1.80
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.86$1.31$4.44$5.87$1.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$1.04$2.73$6.69$4.94$1.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$1.01$0.98$5.26$4.32$0.93
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.93$0.05$3.91$4.47$0.56
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.60$0.61$4.39$4.35$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.79$0.57$4.05$3.95$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.77$0.47$4.36$4.13$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.78$0.25$4.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.80$0.48$4.06
2010Summary only. Only limited summary data is available for this year.$1.15$0.82$0.33$3.84$3.85$0.01