Civic Intelligence

Cms Foundation

990 • Fiscal year 2020 • EIN 20-0258541

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization ProfileWWW.CMS-FOUNDATION.ORG
4421 Stuart Andrew BoulevardCharlotte, NC 28217

(704) 973-4500

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

93rd percentile

107%

Faster asset growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

86%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,035,073

Up $1,049,692 (+107%) from 2019

Net Assets

Up

$2,035,073

Up $1,049,692 (+107%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin89th percentile

Revenue

Up

$2,685,676

Up $1,239,108 (+86%) from 2019

Expenses

Up

$1,430,220

Up $617,371 (+76%) from 2019

Net Income

Up

$1,255,456

Up $621,737 (+98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $221,487Liabilities 2012: $0Net Assets 2012: $221,4872012Assets 2013: $299,683Liabilities 2013: $0Net Assets 2013: $299,6832013Assets 2014: $625,780Liabilities 2014: $0Net Assets 2014: $625,7802014Assets 2015: $467,187Liabilities 2015: $0Net Assets 2015: $467,1872015Assets 2016: $496,521Liabilities 2016: $0Net Assets 2016: $496,5212016Assets 2017: $362,871Liabilities 2017: $0Net Assets 2017: $362,8712017Assets 2018: $454,404Liabilities 2018: $0Net Assets 2018: $454,4042018Assets 2019: $985,381Liabilities 2019: $0Net Assets 2019: $985,3812019Assets 2020: $2,035,073Liabilities 2020: $0Net Assets 2020: $2,035,0732020Assets 2021: $2,648,221Liabilities 2021: $0Net Assets 2021: $2,648,2212021Assets 2022: $2,429,009Liabilities 2022: $0Net Assets 2022: $2,429,0092022Assets 2023: $2,324,495Liabilities 2023: $5,000Net Assets 2023: $2,319,4952023Assets 2024: $3,353,867Liabilities 2024: $10,000Net Assets 2024: $3,343,8672024

Highlighted filing

2020

Assets$2,035,073
Liabilities$0
Net Assets$2,035,073
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $255,222Expenses 2012: $258,295Net Income 2012: -$3,0732012Revenue 2013: $235,293Expenses 2013: $157,097Net Income 2013: $78,1962013Revenue 2014: $505,395Expenses 2014: $179,298Net Income 2014: $326,0972014Revenue 2015: $47,941Expenses 2015: $206,532Net Income 2015: -$158,5912015Revenue 2016: $253,007Expenses 2016: $223,675Net Income 2016: $29,3322016Revenue 2017: $557,820Expenses 2017: $808,892Net Income 2017: -$251,0722017Revenue 2018: $475,450Expenses 2018: $627,215Net Income 2018: -$151,7652018Revenue 2019: $1,446,568Expenses 2019: $812,849Net Income 2019: $633,7192019Revenue 2020: $2,685,676Expenses 2020: $1,430,220Net Income 2020: $1,255,4562020Revenue 2021: $3,841,369Expenses 2021: $3,256,557Net Income 2021: $584,8122021Revenue 2022: $1,442,639Expenses 2022: $1,573,615Net Income 2022: -$130,9762022Revenue 2023: $1,292,506Expenses 2023: $1,653,238Net Income 2023: -$360,7322023Revenue 2024: $2,587,340Expenses 2024: $1,706,391Net Income 2024: $880,9492024

Highlighted filing

2020

Revenue$2,685,676
Expenses$1,430,220
Net Income$1,255,456
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$2,727,784
Mission and Program Overview

Mission

The mission of the cms foundation is to leverage supplemental resources to maximize academic achievement by every student in every school in the charlotte mecklenburg school system.

The cms foundation is the trusted bridge between cms and the donor community. We are dedicated to (1) people - cultivating a spirit of generosity and professional support for cms educators (2) power - being a catalyst for achieving system-wide dreams, goals and objectives. (3) purpose - developing a countywide culture of support for the children of cms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$655,406$2,027,676▲ $1,372,270
Pledges and Grants Receivable$162,040$18,860▼ $143,180
Savings and Temporary Cash Investments$164--
Cash and Non-Interest-Bearing Accounts$167,771$-11,463▼ $179,234
Total Assets$985,381$2,035,073▲ $1,049,692
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$139,181$1,993,282▲ $1,854,101
Net Assets Without Donor Restrictions$846,200$41,791▼ $804,409
Total Net Assets Fund Balance$985,381$2,035,073▲ $1,049,692
Total Liabilities and Net Assets / Fund Balance$985,381$2,035,073▲ $1,049,692

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,807,868--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$201,878$6,826▲ $4,878-$193,265
2018$193,605$21,504▲ $7,352-$201,878
2017$166,593$15,424▲ $13,648-$193,605
2016$114,001$100▲ $53,943-$166,593
2015$121,543$125▼ $6,196-$114,001
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Sonja Gantt GibsonExecutive DirectorFT$147,928$147,928

Board Members and Trustees

NameTitle
Bernie WashingtonChair
Adam BernsteinDirector
Ann Blakeney ClarkDirector
Courtney RameyDirector
David WebbDirector
Earnest WinstonDirector
Frank EmoryDirector
Greg SkidmoreDirector
Holly Welch StubbingDirector
J Brandon NealDirector
John ShimpDirector
Kathryn KissamDirector
Melissa BuchananDirector
Sandra HolubDirector
Scott CulpepperDirector
Thomas M ScrivenerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,474,200
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$211,476
All Other Contributions
$2,474,200
Change in Net Assets
$1,255,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,070,621
Other Expenses$359,599
Total Fundraising Expense$11,938
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,070,621--$1,070,621
Fees for Services Other$13,395$15,732$1,000$30,127
Fees for Service Investment Mgmnt Fees$2,049$2,407$153$4,609
Information Technology$1,912$2,246$143$4,301
Office Expenses$916$1,075$68$2,059
Advertising$800$940$60$1,800
Travel$125$146$9$280
Other Expenses$116$138$9$263
Total Functional Expenses$1,230,527$187,755$11,938$1,430,220
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Charlotte Mecklenburg SchoolsCharlotte, NC170(c)(1)Education$1,070,621
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,840
Fundraising Direct Expenses$42,108
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Schoolanthropy$100,840$100,840$20,783$80,057
Total Events$100,840$100,840$42,108$58,732
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
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The right to appoint a majority of the directors vests exclusively in charlotte mecklenburg schools and the right to appoint the remaining directors vests exclusively in foundation for the carolinas.”

Form 990, Part VI, Section B, Line 11B

“A copy of the final form 990 was distributed to each voting member of the board prior to filing. The return is available for discussion at the next board meeting after the filing date.”

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

“Board members annually complete a conflict of interest form, in compliance with the cms foundation's ethics policy. The cms foundation staff collects and maintains the forms annually and monitors the process.”

Form 990, Part VI, Section C, Line 19

“The cms foundation's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cms Foundation
EIN
20-0258541
Phone
7049734500
Address
4421 STUART ANDREW BOULEVARD, CHARLOTTE, NC 28217

Signing Officer

Name
Sonja Gantt Gibson
Title
Executive Director
Phone
7049734500
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonja Gantt Gibson
Formed
2003
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Cherry Bekaert Llp
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Amanda Adams
Phone
7043771678
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation for the carolinas ("the foundation") and its supporting organizations are exempt from federal income tax under the provisions of section 501(c)(3) of the irc. In accordance with irc regulations, the foundation is taxed on unrelated business income, which consists of earnings from activities not related to the exempt purpose of the foundation. The foundation accounts for tax uncertainties based on a more likely than not recognition threshold whereby tax benefits are only recognized when the foundation believes that they have a greater than 50% likelihood of being sustained upon examination by taxing authorities. The foundation has evaluated all its tax positions and determined that it had no uncertain income tax positions as of december 31, 2019 or 2018.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingGrossIncomeAmt0100840
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01070621
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01070621
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01070621
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02727784
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0143
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02246
IRS990/InformationTechnologyGrp/ProgramServicesAmt01912
IRS990/InformationTechnologyGrp/TotalAmt04301
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0655406
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02027676
IRS990/IRPDocumentCnt00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE CMS FOUNDATION IS TO LEVERAGE SUPPLEMENTAL RESOURCES TO MAXIMIZE ACADEMIC ACHIEVEMENT BY EVERY STUDENT IN EVERY SCHOOL IN THE CHARLOTTE MECKLENBURG SCHOOL SYSTEM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt02035073
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt058732
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt058732
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-205764
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0846200
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt041791
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt068
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01075
IRS990/OfficeExpensesGrp/ProgramServicesAmt0916
IRS990/OfficeExpensesGrp/TotalAmt02059
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SHARED EMPLOYEE EXPENSE
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt09066
IRS990/OtherExpensesGrp/FundraisingAmt11430
IRS990/OtherExpensesGrp/FundraisingAmt29
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0142577
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122494
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2138
IRS990/OtherExpensesGrp/ProgramServicesAmt0121441
IRS990/OtherExpensesGrp/ProgramServicesAmt119152
IRS990/OtherExpensesGrp/ProgramServicesAmt2116
IRS990/OtherExpensesGrp/TotalAmt0273084
IRS990/OtherExpensesGrp/TotalAmt143076
IRS990/OtherExpensesGrp/TotalAmt2263
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/ExclusionAmt0152744
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IRS990/OtherRevenueTotalAmt0152744
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0162040
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt018860
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SONJA GANTT GIBSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01386566
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0370138
IRS990/PYInvestmentIncomeAmt027265
IRS990/PYOtherExpensesAmt0419170
IRS990/PYOtherRevenueAmt032737
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0657260
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0789308
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01446568
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01255456
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0164
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566047886
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1566001074
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd16
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11070621
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FOUNDATION FOR THE CAROLINAS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CHARLOTTE MECKLENBURG SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01070621
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01621
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0201878
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06826
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0193265
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt018696
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04878
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02458
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0193605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021504
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0201878
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt018125
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07352
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0166593
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt015424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0193605
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013648
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01451
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0114001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0166593
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053943
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01471
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0121543
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0125
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0114001
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6196
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,035,073
Liabilities
$0
Net assets
$2,035,073
Revenue
$2,685,676
Expenses
$1,430,220
Net income
$1,255,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.01$3.34$2.59$1.71$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.01$2.32$1.29$1.65$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$1.44$1.57$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$3.84$3.26$0.58
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$2.69$1.43$1.26
2019Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$1.45$0.81$0.63
2018Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.48$0.63$0.15
2017Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$0.56$0.81$0.25
2016Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.25$0.22$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.05$0.21$0.16
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.51$0.18$0.33
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.24$0.16$0.08
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.26$0.26$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits