Civic Intelligence

Wellesley Scholarship Foundation Inc.

990 • Fiscal year 2014 • EIN 04-2392419

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 26, 2015

Organization ProfileWELLESLEYSCHOLARSHIPFOUNDATION.ORG
PO Box 81207Wellesley, MA 02481

(781) 431-2454

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

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

Liabilities / Revenue

23rd percentile

0.06x

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

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

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

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

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

98th percentile

320%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,725,839

Up $520,703 (+10%) from 2013

Net Assets

Up

$5,588,797

Up $511,666 (+10%) from 2013

Liabilities

Up

$137,042

Up $9,037 (+7.1%) from 2013

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin97th percentile

Revenue

Up

$2,382,284

Up $1,815,319 (+320%) from 2013

Expenses

Down

$298,874

Down $264,111 (-47%) from 2013

Net Income

Up

$2,083,410

Up $2,079,430 (+52247%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$10M$5.0M$0Assets 2010: $4,126,895Liabilities 2010: $232,200Net Assets 2010: $3,894,6952010Assets 2011: $4,695,298Liabilities 2011: $137,650Net Assets 2011: $4,557,6482011Assets 2012: $4,923,492Liabilities 2012: $262,552Net Assets 2012: $4,660,9402012Assets 2013: $5,205,136Liabilities 2013: $128,005Net Assets 2013: $5,077,1312013Assets 2014: $5,725,839Liabilities 2014: $137,042Net Assets 2014: $5,588,7972014Assets 2015: $5,567,164Liabilities 2015: $150,625Net Assets 2015: $5,416,5392015Assets 2016: $5,268,439Liabilities 2016: $149,225Net Assets 2016: $5,119,2142016Assets 2017: $5,748,651Liabilities 2017: $170,500Net Assets 2017: $5,578,1512017Assets 2018: $6,454,285Liabilities 2018: $352,150Net Assets 2018: $6,102,1352018Assets 2019: $6,434,065Liabilities 2019: $362,500Net Assets 2019: $6,071,5652019Assets 2020: $6,667,477Liabilities 2020: $238,514Net Assets 2020: $6,428,9632020Assets 2021: $8,181,511Liabilities 2021: $208,027Net Assets 2021: $7,973,4842021Assets 2022: $6,869,832Liabilities 2022: $396,950Net Assets 2022: $6,472,8822022Assets 2023: $7,298,183Liabilities 2023: $229,000Net Assets 2023: $7,069,1832023Assets 2024: $8,321,308Liabilities 2024: $400,822Net Assets 2024: $7,920,4862024

Highlighted filing

2014

Assets$5,725,839
Liabilities$137,042
Net Assets$5,588,797
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $242,5942010Revenue 2011: $942,770Expenses 2011: $372,983Net Income 2011: $569,7872011Expenses 2012: $191,6302012Revenue 2013: $566,965Expenses 2013: $562,985Net Income 2013: $3,9802013Revenue 2014: $2,382,284Expenses 2014: $298,874Net Income 2014: $2,083,4102014Revenue 2015: $525,705Expenses 2015: $298,815Net Income 2015: $226,8902015Revenue 2016: $445,919Expenses 2016: $314,420Net Income 2016: $131,4992016Revenue 2017: $463,064Expenses 2017: $339,521Net Income 2017: $123,5432017Revenue 2018: $1,292,705Expenses 2018: $364,207Net Income 2018: $928,4982018Revenue 2019: $593,717Expenses 2019: $370,673Net Income 2019: $223,0442019Revenue 2020: -$32,653Expenses 2020: $230,004Net Income 2020: -$262,6572020Revenue 2021: $250,191Expenses 2021: $375,618Net Income 2021: -$125,4272021Revenue 2022: $458,040Expenses 2022: $397,785Net Income 2022: $60,2552022Revenue 2023: $377,464Expenses 2023: $452,015Net Income 2023: -$74,5512023Revenue 2024: $222,550Expenses 2024: $400,906Net Income 2024: -$178,3562024

Highlighted filing

2014

Revenue$2,382,284
Expenses$298,874
Net Income$2,083,410
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 26, 2015
Return Version
2013v4.0
Gross Receipts
$6,130,764
Mission and Program Overview

Mission

To provide merit and need-based scholarships to wellesley residents for post-secondary education.

To provide financial assistance to post-secondary students from wellesley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,900,437$5,494,335▲ $1,593,898
Savings and Temporary Cash Investments$1,223,851$168,588▼ $1,055,263
Pledges and Grants Receivable$28,804$42,175▲ $13,371
Cash and Non-Interest-Bearing Accounts$51,794$20,741▼ $31,053
Total Assets$5,205,136$5,725,839▲ $520,703
Other Assets Total$250--
Liabilities
Grants Payable$127,250$136,125▲ $8,875
Accounts Payable and Accrued Expenses$755$917▲ $162
Total Liabilities$128,005$137,042▲ $9,037
Net Assets / Fund Balance
Unrestricted Net Assets$3,380,181$3,804,355▲ $424,174
Permanently Rstr Net Assets$1,407,510$1,453,695▲ $46,185
Temporarily Rstr Net Assets$289,440$330,747▲ $41,307
Total Net Assets Fund Balance$5,077,131$5,588,797▲ $511,666
Total Liabilities and Net Assets / Fund Balance$5,205,136$5,725,839▲ $520,703

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,849,150$46,185▲ $186,481-$2,936,642
2012$2,724,437$90,508▲ $171,577-$2,849,150
2011$2,458,079$275,427▲ $23,768-$2,724,437
2010$1,218,333$1,160,363▲ $259,392-$2,458,079
2009$1,190,246$16,765▲ $52,639-$1,218,333
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Sarah PedersenTrustee & President
Robert Bob LakinTrustee & Vice President
Andrew KeoughTrustee
Ann BullionTrustee
Beverly DonovanTrustee
Connie WalkingshawTrustee
David LussierTrustee
Ilissa PovichTrustee
Karen WolfsonTrustee
Laura HockettTrustee
Leslie PetzingTrustee
Linda GrapeTrustee
Linda NatansohnTrustee
Liz WeaverTrustee
Lynda SperryTrustee
Maggie MulqueenTrustee
Pam Dippel ChoneyTrustee
Peter CoryTrustee
Peter GrapeTrustee
Richard SchwartzsteinTrustee
Susan DeeTrustee
Susan DoranTrustee
Ted BloomTrustee
Tom WarrenTrustee
Tony ParkerTrustee
Sara Frost AzzamTrustee & Secretary
Brian D BoyceTrustee & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$214,358
Program Service Revenue
$0
Investment Income
$2,167,926
Other Revenue
$0
All Other Contributions
$214,358
Change in Net Assets
$2,083,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$269,250
Other Expenses$29,624
Total Fundraising Expense$3,040
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$269,250--$269,250
Fees for Services Management-$13,428-$13,428
Fees for Services Accounting-$9,475-$9,475
Office Expenses-$2,937$715$3,652
Other Expenses-$139$1,107$139
All Other Expenses-$125-$125
Total Functional Expenses$269,250$26,584$3,040$298,874
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Linda grape, a trustee, is married to peter grape, a trustee.”

Form 990, Part VI, Section A, Line 6

“The organization has members who are elected at the annual meeting of the corporation. The members elect the trustees. All trustees are members.”

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

“The organization has members who are elected at the annual meeting of the corporation. The members elect the trustees.”

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

“The members have the power to amend the organization's bylaws.”

Form 990, Part VI, Section B, Line 11

“The treasurer, the audit committee and the board of trustees review the form 990 before it is filed.”

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

“The audit committee monitors and enforces compliance with the conflict of interest policy. An annual conflict of interest statement is completed by each officer, director, trustee and key employee and is reviewed by the committee.”

Form 990, Part VI, Section C, Line 18

“The organization's board of trustees makes the forms available for public inspection on a per request basis.”

Form 990, Part VI, Section C, Line 19

“The board makes the documents available for public inspection on a per request basis.”

Filing and Contact Details

Filer

EIN
04-2392419
Phone
7814312454

Signing Officer

Name
Sarah Pedersen
Title
President
Phone
7814312454
Signed
2015-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Pedersen
Formed
1951
Legal Domicile
Ma
Voting Board Members
27
Independent Board Members
27
Employees
0
Volunteers
0

Preparer

Preparer
Karl M Baumann
Phone
7812390190
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To provide financial assistance (scholarships) to post-secondary students.”

PART X, LINE 2:

“The foundation's federal returns for the years ended june 30, 2011 through june 30, 2014 are subject to examination by the irs and massachusetts attorney general's office. There are currently no audits for any tax periods in progress. Financial accounting standards board asc 740-10 prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. The foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at june 30, 2014 or june 30, 2013.”

Raw XML AppendixShowing 400 of 552 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE & PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE & VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01923951
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt0269250
IRS990/GrantsPayableGrp/BOYAmt0127250
IRS990/GrantsPayableGrp/EOYAmt0136125
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0269250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0269250
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05672431
IRS990/GrossReceiptsAmt06130764
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0243975
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0243975
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03900437
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05494335
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03748480
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MERIT AND NEED-BASED SCHOLARSHIPS TO WELLESLEY RESIDENTS FOR POST-SECONDARY EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05077131
IRS990/NetAssetsOrFundBalancesEOYAmt05588797
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01923951
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01923951
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1571744
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0715
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02937
IRS990/OfficeExpensesGrp/TotalAmt03652
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0250
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/Desc1PRINTING AND REPRODUCTI
IRS990/OtherExpensesGrp/Desc2BANK CHARGE
IRS990/OtherExpensesGrp/Desc3FIDELITY BOND
IRS990/OtherExpensesGrp/FundraisingAmt01218
IRS990/OtherExpensesGrp/FundraisingAmt11107
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0480
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1139
IRS990/OtherExpensesGrp/TotalAmt01218
IRS990/OtherExpensesGrp/TotalAmt11107
IRS990/OtherExpensesGrp/TotalAmt2480
IRS990/OtherExpensesGrp/TotalAmt3139
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01407510
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01453695
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt028804
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt042175
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SARAH PEDERSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0265693
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0509850
IRS990/PYInvestmentIncomeAmt0301272
IRS990/PYOtherExpensesAmt053135
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03980
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0562985
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0566965
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02083410
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01223851
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0168588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0214358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0265693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0235782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0111715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0103474
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0931022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt044706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0122193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0117876
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0105743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt096331
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0486849
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56840
IRS990ScheduleA/PublicSupportPY170Pct00.52300
IRS990ScheduleA/PublicSupportTotal170Amt0805882
IRS990ScheduleA/SubstantialContributorsTotAmt0125140
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0214358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0265693
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0235782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0111715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0103474
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0931022
IRS990ScheduleA/TotalSupportAmt01417871
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,725,839
Liabilities
$137,042
Net assets
$5,588,797
Revenue
$2,382,284
Expenses
$298,874
Net income
$2,083,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.32$0.40$7.92$0.22$0.40$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.30$0.23$7.07$0.38$0.45$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$0.40$6.47$0.46$0.40$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.18$0.21$7.97$0.25$0.38$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.67$0.24$6.43$0.03$0.23$0.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$0.36$6.07$0.59$0.37$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.35$6.10$1.29$0.36$0.93
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.17$5.58$0.46$0.34$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.15$5.12$0.45$0.31$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$0.15$5.42$0.53$0.30$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.73$0.14$5.59$2.38$0.30$2.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.21$0.13$5.08$0.57$0.56$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.26$4.66$0.19
2011Summary only. Only limited summary data is available for this year.$4.70$0.14$4.56$0.94$0.37$0.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.23$3.89$0.24