Civic Intelligence

Percival Lowell Trust UW

990 • Fiscal year 2013 • EIN 04-2007327

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 15, 2014

Organization Profilen/a
1400 W Mars Hill RoadFlagstaff, AZ 86001

(928) 774-3358

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $25M-$50M nonprofits • Source year 2013

Net Margin

91st percentile

65%

Higher net margin than 91% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$35,132,486

Up $3,993,695 (+13%) from 2012

Net Assets

Up

$35,132,486

Up $4,027,295 (+13%) from 2012

Liabilities

Down

$0

Down $33,600 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin91st percentile

Revenue

$2,473,499

No earlier filing loaded for comparison.

Expenses

Up

$877,721

Up $79,437 (+10.0%) from 2012

Net Income

$1,595,778

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$60M$40M$20M$0Assets 2010: $31,388,745Liabilities 2010: $12,777Net Assets 2010: $31,375,9682010Assets 2011: $28,785,656Liabilities 2011: $1,367Net Assets 2011: $28,784,2892011Assets 2012: $31,138,791Liabilities 2012: $33,600Net Assets 2012: $31,105,1912012Assets 2013: $35,132,486Liabilities 2013: $0Net Assets 2013: $35,132,4862013Assets 2014: $35,952,021Liabilities 2014: $0Net Assets 2014: $35,952,0212014Assets 2015: $35,146,571Liabilities 2015: $98,375Net Assets 2015: $35,048,1962015Assets 2016: $36,332,325Liabilities 2016: $2,323Net Assets 2016: $36,330,0022016Assets 2017: $28,452,867Liabilities 2017: $3,514Net Assets 2017: $28,449,3532017Assets 2018: $21,493,670Liabilities 2018: $3,514Net Assets 2018: $21,490,1562018Assets 2019: $25,084,617Liabilities 2019: $0Net Assets 2019: $25,084,6172019Assets 2020: $27,582,910Liabilities 2020: $0Net Assets 2020: $27,582,9102020Assets 2021: $33,671,520Liabilities 2021: $0Net Assets 2021: $33,671,5202021Assets 2022: $32,234,175Liabilities 2022: $1,515,424Net Assets 2022: $30,718,7512022Assets 2023: $37,590,223Liabilities 2023: $4,228,410Net Assets 2023: $33,361,8132023Assets 2024: $41,767,382Liabilities 2024: $6,864,431Net Assets 2024: $34,902,9512024

Highlighted filing

2013

Assets$35,132,486
Liabilities$0
Net Assets$35,132,486
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MExpenses 2010: $581,0162010Expenses 2011: $593,6812011Expenses 2012: $798,2842012Revenue 2013: $2,473,499Expenses 2013: $877,721Net Income 2013: $1,595,7782013Revenue 2014: $3,639,059Expenses 2014: $982,254Net Income 2014: $2,656,8052014Revenue 2015: $2,153,933Expenses 2015: $203,200Net Income 2015: $1,950,7332015Revenue 2016: $1,813,507Expenses 2016: $809,630Net Income 2016: $1,003,8772016Revenue 2017: $2,643,755Expenses 2017: $11,786,475Net Income 2017: -$9,142,7202017Revenue 2018: $2,586,158Expenses 2018: $5,507,784Net Income 2018: -$2,921,6262018Revenue 2019: $2,439,361Expenses 2019: $80,102Net Income 2019: $2,359,2592019Revenue 2020: $549,975Expenses 2020: $74,348Net Income 2020: $475,6272020Revenue 2021: $5,617,015Expenses 2021: $72,074Net Income 2021: $5,544,9412021Revenue 2022: $963,326Expenses 2022: $93,730Net Income 2022: $869,5962022Revenue 2023: $766,352Expenses 2023: $449,999Net Income 2023: $316,3532023Revenue 2024: $2,773,064Expenses 2024: $812,414Net Income 2024: $1,960,6502024

Highlighted filing

2013

Revenue$2,473,499
Expenses$877,721
Net Income$1,595,778
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 15, 2014
Return Version
2013v3.1
Gross Receipts
$7,098,665
Mission and Program Overview

Mission

A trust established for the benefit of lowell observatory.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,171,074$29,722,600▲ $2,551,526
Savings and Temporary Cash Investments$3,894,606$5,066,849▲ $1,172,243
Cash and Non-Interest-Bearing Accounts-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$31,138,791$35,132,486▲ $3,993,695
Other Assets Total$73,111$343,037▲ $269,926
Liabilities
Accounts Payable and Accrued Expenses$33,600--
Total Liabilities$33,600$0▼ $33,600
Net Assets / Fund Balance
Permanently Rstr Net Assets$31,105,191$35,132,486▲ $4,027,295
Total Net Assets Fund Balance$31,105,191$35,132,486▲ $4,027,295
Total Liabilities and Net Assets / Fund Balance$31,138,791$35,132,486▲ $3,993,695

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$31,065,680$172,843▲ $4,428,648-$34,789,450
2012$28,693,006-▲ $3,170,958-$31,065,680
2011$31,283,318-▼ $1,996,631-$28,693,006
2010$20,614,576$8,600,000▲ $2,649,758-$31,283,318
2009-$2,016,140▲ $9,100,000$185,092$20,614,576
Compensation and Service Providers
Top Officer Pay18th percentile

Board Members and Trustees

NameTitle
W Lowell PutnamTrustee
William L PutnamTr Emeritus
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,473,499
Other Revenue
$0
Change in Net Assets
$1,595,778

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,336,821
Revenue Not Reported on Financial Statements
$136,678
Revenue Not Reported on Form 990
$9,893,400
Total Revenue per Audited Statements
$12,230,221
Total Revenue per Form 990
$2,473,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$700,000
Other Expenses$177,721
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$700,000--$700,000
Fees for Service Investment Mgmnt Fees-$106,247-$106,247
Travel-$42,349-$42,349
Occupancy-$11,437-$11,437
Office Expenses-$8,723-$8,723
Other Expenses-$586-$586
All Other Expenses-$517-$517
Fees for Services Other-$125-$125
Total Functional Expenses$700,000$177,721$0$877,721

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,798,188
Expenses Not Reported on Form 990$10,757,145
Total Expenses per Form 990$877,721
Expenses Not Reported on Financial Statements$836,678
Other Expense Adjustments$700,000
Expenses per Audited Statements$41,043
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
86-0098918-501(c)(3)General Support$700,000
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
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
No
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“There was a change in trustee during 2013. The current trustee is the son of the previous trustee.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“The sole trustee will record actions undertaken from time to time as needed. There are no committees with authority to act on behalf of the sole trustee/governing body. The lowell observatory committee oversees the consolidated statement of lowell observatory and percival lowell trust uw.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by the sole trustee and the director before it is submitted.”

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

“The trust is governed by the will of percival lowell and exists exclusively for the benefit of lowell observatory. When requested, documents regarding the trust are provided by the lowell observatory business office. The 990 is also available on guidestar.”

Filing and Contact Details

Filer

EIN
04-2007327
Phone
9287743358

Signing Officer

Name
W Lowell Putnam
Title
Trustee
Signed
2014-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Lowell Putnam
Formed
1916
Legal Domicile
Az
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Preparer
Tim D Hansen
Phone
9287745086
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The audit committee of the advisory board of lowell observatory reviews the consolidated financial statements and discusses it with the auditors and trustee.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment funds are used for support of lowell observatory and for reinvestment.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Reported on Lowell 990 $7461883”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Reported on Lowell 990 $10757145”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Related organization grant $700000”

Raw XML AppendixShowing 400 of 431 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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt098284
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt028693006
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt031065680
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0700000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03170958
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0123681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt031283318
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt028693006
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0470000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1996631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0181016
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt020614576
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08600000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt031283318
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0400000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02649758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02016140
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt020614576
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0185092
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt010757145
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0836678
IRS990ScheduleD/ExpensesSubtotalAmt041043
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0136678
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0136678
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02431517
IRS990ScheduleD/OtherExpensesIncludedAmt010757145
IRS990ScheduleD/OtherExpensesNotIncludedAmt0700000
IRS990ScheduleD/OtherRevenueAmt07461883
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt09893400
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0136678
IRS990ScheduleD/RevenueSubtotalAmt02336821
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED FOR SUPPORT OF LOWELL OBSERVATORY AND FOR REINVESTMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Reported on Lowell 990 $7461883
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Reported on Lowell 990 $10757145
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Related organization grant $700000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt0877721
IRS990ScheduleD/TotalRevenuePerForm990Amt02473499
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012230221
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010798188
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0700000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10LOWELL OBSERVATORY
IRS990ScheduleI/RecipientTable/RecipientEIN0860098918
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101400 W MARS HILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0FLAGSTAFF
IRS990ScheduleI/RecipientTable/USAddress/State0AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode086001
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE WILL OF PERCIVAL LOWELL LIMITS DISTRIBUTIONS TO BE ONLY FOR THE BENEFIT OF LOWELL OBSERVATORY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WAS A CHANGE IN TRUSTEE DURING 2013. THE CURRENT TRUSTEE IS THE SON OF THE PREVIOUS TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE TRUSTEE WILL RECORD ACTIONS UNDERTAKEN FROM TIME TO TIME AS NEEDED. THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE SOLE TRUSTEE/GOVERNING BODY. THE LOWELL OBSERVATORY COMMITTEE OVERSEES THE CONSOLIDATED STATEMENT OF LOWELL OBSERVATORY AND PERCIVAL LOWELL TRUST UW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE SOLE TRUSTEE AND THE DIRECTOR BEFORE IT IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST IS GOVERNED BY THE WILL OF PERCIVAL LOWELL AND EXISTS EXCLUSIVELY FOR THE BENEFIT OF LOWELL OBSERVATORY. WHEN REQUESTED, DOCUMENTS REGARDING THE TRUST ARE PROVIDED BY THE LOWELL OBSERVATORY BUSINESS OFFICE. THE 990 IS ALSO AVAILABLE ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AUDIT COMMITTEE OF THE ADVISORY BOARD OF LOWELL OBSERVATORY REVIEWS THE CONSOLIDATED FINANCIAL STATEMENTS AND DISCUSSES IT WITH THE AUDITORS AND TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2: Change of Oversight or Selection Process
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10LOWELL OBSERVATORY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860098918
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASTRONOMICAL RESEARCH AND EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101400 W MARS HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0FLAGSTAFF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode0860014470
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt020400000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0loan balance
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10LOWELL OBSERVATORY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0d
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt031138791
IRS990/TotalAssetsEOYAmt035132486
IRS990/TotalAssetsGrp/BOYAmt031138791
IRS990/TotalAssetsGrp/EOYAmt035132486
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0177721
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0700000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0877721
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033600
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt033600
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031105191
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt035132486
IRS990/TotalProgramServiceExpensesAmt0700000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02473499
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02473499
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031138791
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt035132486
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt042349
IRS990/TravelGrp/TotalAmt042349
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,132,486
Liabilities
$0
Net assets
$35,132,486
Revenue
$2,473,499
Expenses
$877,721
Net income
$1,595,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.8$6.86$34.9$2.77$0.81$1.96
2023Detailed filing. Detailed filing data is available for this year.$37.6$4.23$33.4$0.77$0.45$0.32
2022Detailed filing. Detailed filing data is available for this year.$32.2$1.52$30.7$0.96$0.09$0.87
2021Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$5.62$0.07$5.54
2020Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$0.55$0.07$0.48
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$2.44$0.08$2.36
2018Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$2.59$5.51$2.92
2017Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.4$2.64$11.8$9.14
2016Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$1.81$0.81$1.00
2015Detailed filing. Detailed filing data is available for this year.$35.1$0.10$35.0$2.15$0.20$1.95
2014Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$3.64$0.98$2.66
2013Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$2.47$0.88$1.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$0.03$31.1$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.00$28.8$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$0.01$31.4$0.58