Civic Intelligence

Institute for the Study of Western Civilization

990 • Fiscal year 2023 • EIN 02-0672159

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 26, 2024

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

63rd percentile

0.07x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

25th percentile

-9.1%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$99,667

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$545,171

Down $73,603 (-12%) from 2022

Net Assets

Down

$508,161

Down $54,295 (-9.7%) from 2022

Liabilities

Down

$37,010

Down $19,308 (-34%) from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin25th percentile

Revenue

Down

$594,681

Down $83,504 (-12%) from 2022

Expenses

Up

$648,976

Up $54,769 (+9.2%) from 2022

Net Income

Down

-$54,295

Down $138,273 (-165%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2023

Assets$545,171
Liabilities$37,010
Net Assets$508,161
Open 2023 Filing

Operations Trend

Revenue Growth23rd 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

2023

Revenue$594,681
Expenses$648,976
Net Income-$54,295
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 26, 2024
Return Version
2023v5.1
Gross Receipts
$596,192
Mission and Program Overview

Mission

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

To promote the teaching of the Western Tradition, its relationship to other traditions and its importance in the modern era, through educational courses, resources and teacher training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$460,501$430,660▼ $29,841
Land, Buildings, and Equipment, Net$58,884$60,854▲ $1,970
Cash and Non-Interest-Bearing Accounts$74,218$38,302▼ $35,916
Prepaid Expenses and Deferred Charges$23,521$13,705▼ $9,816
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$618,774$545,171▼ $73,603
Other Assets Total$1,650$1,650→ $0
Liabilities
Grants Payable$40,000--
Deferred Revenue$10,030$29,395▲ $19,365
Accounts Payable and Accrued Expenses$6,238$7,418▲ $1,180
Other Liabilities$50$197▲ $147
Total Liabilities$56,318$37,010▼ $19,308
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$96,340$508,161▲ $411,821
Net Assets With Donor Restrictions$466,116--
Total Net Assets Fund Balance$562,456$508,161▼ $54,295
Total Liabilities and Net Assets / Fund Balance$618,774$545,171▼ $73,603

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,800$65,130$82,930
Leasehold Improvements$32,488$37,580$70,068
Equipment$10,566$53,689$64,255
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William H FredlundPres/Exec DirectorFT$99,667$99,667
Joan NiemeierCFOPT$12,539$12,539

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$286,577
Program Service Revenue
$307,005
Investment Income
$159
Other Revenue
$940
All Other Contributions
$286,577
Change in Net Assets
$-54,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$310,176
Other Expenses$273,453
Grants and Similar Amounts Paid$65,347
Total Fundraising Expense$1,124
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,592$41,697-$171,289
Occupancy$139,563$6,661-$146,224
Current Officers, Directors, Trustees, and Key Employees$89,700$22,506-$112,206
Grants to Domestic Individuals$64,847--$64,847
Office Expenses$35,083$5,968-$41,051
Payroll Taxes$20,009$3,531-$23,540
Information Technology$14,138$20-$14,158
Depreciation Depletion$9,493$500-$9,993
Fees for Services Other$8,869$621-$9,490
Advertising$3,842--$3,842
Insurance-$3,465-$3,465
Other Employee Benefits$2,670$471-$3,141
Other Expenses$11,776$16,608$1,124$1,124
Grants to Domestic Orgs$500--$500
All Other Expenses$225--$225
Total Functional Expenses$545,804$102,048$1,124$648,976
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
Patricia FredlundSister of PresEmploymentNo$11,575

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cal Savers$197
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
Yes
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 B, Line 11B

“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, Section B, Line 12C

“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, Section B, Line 15A

“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, Section C, Line 19

“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
2024-08-26

Organization Details

Principal Officer
William H Fredlund
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
20
Volunteers
23
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IRS990/MissionDesc0To promote the teaching of the Western Tradition, its relationship to other traditions and its importance in the modern era, through educational courses, resources and teacher training.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0508161
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt06661
IRS990/OccupancyGrp/ProgramServicesAmt0139563
IRS990/OccupancyGrp/TotalAmt0146224
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05968
IRS990/OfficeExpensesGrp/ProgramServicesAmt035083
IRS990/OfficeExpensesGrp/TotalAmt041051
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01650
IRS990/OtherAssetsTotalGrp/EOYAmt01650
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0471
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02670
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03141
IRS990/OtherExpensesGrp/Desc0Bank and Merchant Fees
IRS990/OtherExpensesGrp/Desc1Classroom Expenses
IRS990/OtherExpensesGrp/Desc2Student Credit Fees
IRS990/OtherExpensesGrp/Desc3Direct Mail Expenses
IRS990/OtherExpensesGrp/FundraisingAmt01124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016608
IRS990/OtherExpensesGrp/ProgramServicesAmt015497
IRS990/OtherExpensesGrp/ProgramServicesAmt111776
IRS990/OtherExpensesGrp/TotalAmt016608
IRS990/OtherExpensesGrp/TotalAmt115497
IRS990/OtherExpensesGrp/TotalAmt211776
IRS990/OtherExpensesGrp/TotalAmt31124
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IRS990/OtherRevenueMiscGrp/ExclusionAmt0940
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0940
IRS990/OtherRevenueTotalAmt0940
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041697
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0129592
IRS990/OtherSalariesAndWagesGrp/TotalAmt0171289
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03531
IRS990/PayrollTaxesGrp/ProgramServicesAmt020009
IRS990/PayrollTaxesGrp/TotalAmt023540
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023521
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013705
IRS990/PrincipalOfficerNm0William H Fredlund
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0Memberships
IRS990/ProgramServiceRevenueGrp/Desc1Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1303605
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1303605
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarship Program: An important part of the Institute's 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.During 2023, 41 scholarships of tuition were awarded to continuing and new teacher participants in the Year 5 and Year 6 programs.Books and supplies were provided as needed by participants for the various courses.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt077171
IRS990/ProgSrvcAccomActy2Grp/GrantAmt064847
IRS990/ProgSrvcAccomActy3Grp/Desc0Library: The Kate Curry Library at the Institute includes over 2,900 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 Institute's website: www.westernciv.com.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0225
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0284147
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt049028
IRS990/PYInvestmentIncomeAmt0-257
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0265231
IRS990/PYProgramServiceRevenueAmt0394295
IRS990/PYRevenuesLessExpensesAmt083978
IRS990/PYSalariesCompEmpBnftPaidAmt0279948
IRS990/PYTotalExpensesAmt0594207
IRS990/PYTotalRevenueAmt0678185
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-54295
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0307005
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0460501
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0430660
IRS990ScheduleA/SchoolInd0X
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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/BookValueAmt010566
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053689
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064255
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt032488
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt037580
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt070068
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017800
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt065130
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt082930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0197
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Cal Savers
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060854
IRS990ScheduleD/TotalLiabilityAmt0197
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 nondiscriminatory policy was published on September 27, 2023 in the San Jose Metro, in addition to the ISWC website and in ISWC brochures.
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/CashGrantAmt028000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Tuition, books and supplies
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt036847
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Tuition books & supplies provided
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt028
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt141
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 for the academic course year of choice, including books and supplies,*$1,000 cash grant each year for the first three (3) academic years of participation in the Institutes scholarship program for the teachers own in-classroom expenses, and*Eight (8) University of the Pacific semester continuing education units per academic year, for up to three (3) years of participation in the program. A total of 41 teachers participated in the scholarship program during 2023. In the Winter and Spring quarters of 2023, teachers in Year 5 of the Scholarship Program continued in the History of France, the History of Rome, the History of Russia, or the History of Art. The teachers in Year 6 of the Scholarship Program in the Fall quarter of 2023 entered into one of the several qualifying courses: the Birth of Europe, the History of the USA, or (if not previously taken) the History of Modern France or the History of Spain.During Fall quarter, 28 cash grants were awarded to qualifying teachers who were within their first three years of the program, as well as 41 sets of books and supplies.
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
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Patricia Fredlund

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,171
Liabilities
$37,010
Net assets
$508,161
Revenue
$594,681
Expenses
$648,976
Net income
-$54,295
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
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$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