Civic Intelligence

Wellesley Scholarship Foundation Inc.

990 • Fiscal year 2018 • EIN 04-2392419

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 12, 2019

Organization ProfileWELLESLEYSCHOLARSHIPFOUNDATION.ORG
PO Box 81207Wellesley, MA 02481

(781) 237-5536

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.05x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.27x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

179%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$6,454,285

Up $705,634 (+12%) from 2017

Net Assets

Up

$6,102,135

Up $523,984 (+9.4%) from 2017

Liabilities

Up

$352,150

Up $181,650 (+107%) from 2017

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Up

$1,292,705

Up $829,641 (+179%) from 2017

Expenses

Up

$364,207

Up $24,686 (+7.3%) from 2017

Net Income

Up

$928,498

Up $804,955 (+652%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2018

Assets$6,454,285
Liabilities$352,150
Net Assets$6,102,135
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$1,292,705
Expenses$364,207
Net Income$928,498
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 12, 2019
Return Version
2017v2.3
Gross Receipts
$1,318,287
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 Other Securities$5,397,196$6,093,901▲ $696,705
Savings and Temporary Cash Investments$318,779$338,979▲ $20,200
Pledges and Grants Receivable$25,000$20,000▼ $5,000
Cash and Non-Interest-Bearing Accounts$7,676$1,405▼ $6,271
Total Assets$5,748,651$6,454,285▲ $705,634
Liabilities
Grants Payable$168,750$347,150▲ $178,400
Accounts Payable and Accrued Expenses$1,750$5,000▲ $3,250
Total Liabilities$170,500$352,150▲ $181,650
Net Assets / Fund Balance
Unrestricted Net Assets$3,723,840$4,211,793▲ $487,953
Permanently Rstr Net Assets$1,555,214$1,583,689▲ $28,475
Temporarily Rstr Net Assets$299,097$306,653▲ $7,556
Total Net Assets Fund Balance$5,578,151$6,102,135▲ $523,984
Total Liabilities and Net Assets / Fund Balance$5,748,651$6,454,285▲ $705,634

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,093,901--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,006,511$28,475▲ $124,219-$3,042,542
2016$2,944,088$31,122▲ $204,348-$3,006,511
2015$2,952,402$31,770▼ $16,084-$2,944,088
2014$2,936,642$43,627▼ $3,867-$2,952,402
2013$2,849,150$46,185▲ $186,481-$2,936,642
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Beverly DonovanPresident
Ann BullionTrustee
Ann Marie GrossTrustee
Ann RappaportTrustee
Beth BakerTrustee
Brian D BoyceTrustee
Dan GrossTrustee
David LussierTrustee
Delissa PrideauxTrustee
Grace BeresteckiTrustee
Ilissa PovichTrustee
Jamie ChisumTrustee
Jennifer Hanlon WigonTrustee
Kathy SkellyTrustee
Kc KatoTrustee
Laura DavidsonTrustee
Linda ChowTrustee
Linda GrapeTrustee
Liz WeaverTrustee
Ma GalleraniTrustee
Maggie MulqueenTrustee
Mariann YounissTrustee
Nora Tracy PhillipsTrustee
Peter CoryTrustee
Sarah PedersenTrustee
Susan DoranTrustee
Tom SmithTrustee
Tom WarrenTrustee
Anne MelvinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$500,128
Program Service Revenue
$0
Investment Income
$792,577
Other Revenue
$0
All Other Contributions
$500,128
Change in Net Assets
$928,498

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$25,582Fair Market Value (FMV) on Date of Donation
Total Noncash Contributions3$25,582-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$338,650
Other Expenses$25,557
Total Fundraising Expense$6,425
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$338,650--$338,650
Fees for Services Accounting-$10,150-$10,150
Information Technology-$5,000-$5,000
Office Expenses-$3,475-$3,475
Other Expenses-$140$3,072$140
Total Functional Expenses$338,650$19,132$6,425$364,207
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
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

“Ann marie gross, a trustee, is married to dan gross, 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 11B

“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

Filer Name
Wellesley Scholarship Foundation Inc
EIN
04-2392419
Phone
7812375536
Address
PO BOX 81207, WELLESLEY, MA 02481

Signing Officer

Name
Brian Boyce
Title
Treasurer
Phone
6172375536
Signed
2019-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Boyce
Formed
1951
Legal Domicile
Ma
Voting Board Members
29
Independent Board Members
29
Employees
0
Volunteers
0

Preparer

Firm
Baumann & Baumann Cpas Llp
Address
40 WALNUT STREET SUITE 301, WELLESLEY, MA 02481
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, 2015 through june 30, 2018 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, 2018 or june 30, 2017.”

Raw XML AppendixShowing 400 of 566 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/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0149124
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt029
IRS990/GrantAmt0338650
IRS990/GrantsPayableGrp/BOYAmt0168750
IRS990/GrantsPayableGrp/EOYAmt0347150
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0338650
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0338650
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0174706
IRS990/GrossReceiptsAmt01318287
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt029
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05000
IRS990/InformationTechnologyGrp/TotalAmt05000
IRS990/InvestmentIncomeGrp/ExclusionAmt0643453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0643453
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05397196
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06093901
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt025582
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/NetAssetsOrFundBalancesBOYAmt05578151
IRS990/NetAssetsOrFundBalancesEOYAmt06102135
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0149124
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0149124
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-404514
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt025582
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03475
IRS990/OfficeExpensesGrp/TotalAmt03475
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/Desc1PRINTING AND REPRODUCTI
IRS990/OtherExpensesGrp/Desc2BANK CHARGE
IRS990/OtherExpensesGrp/Desc3FIDELITY BOND
IRS990/OtherExpensesGrp/FundraisingAmt03353
IRS990/OtherExpensesGrp/FundraisingAmt13072
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0367
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1140
IRS990/OtherExpensesGrp/TotalAmt03353
IRS990/OtherExpensesGrp/TotalAmt13072
IRS990/OtherExpensesGrp/TotalAmt2367
IRS990/OtherExpensesGrp/TotalAmt3140
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01555214
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01583689
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN BOYCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0209558
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0319217
IRS990/PYInvestmentIncomeAmt0253506
IRS990/PYOtherExpensesAmt020304
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0123543
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0339521
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0463064
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0928498
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0318779
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0338979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0500128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0209558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0179722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0164030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0214358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01267796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0792577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0253506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0266197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0361675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt044706
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01718661
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41100
IRS990ScheduleA/PublicSupportPY170Pct00.44340
IRS990ScheduleA/PublicSupportTotal170Amt01227525
IRS990ScheduleA/SubstantialContributorsTotAmt040271
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0500128
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0209558

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,454,285
Liabilities
$352,150
Net assets
$6,102,135
Revenue
$1,292,705
Expenses
$364,207
Net income
$928,498
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
2018Detailed filing. Detailed filing data is available for this year.$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