Civic Intelligence

Cms Foundation

990 • Fiscal year 2021 • EIN 20-0258541

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

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

19th percentile

0.00x

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

2021 filings • NTEE B • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.00x

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

2021 filings • NTEE B • $1M-$5M nonprofits • Source year 2021

Net Margin

55th percentile

15%

Higher net margin than 55% of similar nonprofits.

2021 filings • NTEE B • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

98th percentile

$393,888

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2021 filings • NTEE B • $1M-$5M nonprofits • Source year 2021

Asset Growth

73rd percentile

30%

Faster asset growth than 73% of similar nonprofits.

2021 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

43%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,648,221

Up $613,148 (+30%) from 2020

Net Assets

Up

$2,648,221

Up $613,148 (+30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin55th percentile

Revenue

Up

$3,841,369

Up $1,155,693 (+43%) from 2020

Expenses

Up

$3,256,557

Up $1,826,337 (+128%) from 2020

Net Income

Down

$584,812

Down $670,644 (-53%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$2,648,221
Liabilities$0
Net Assets$2,648,221
Open 2021 Filing

Operations Trend

Revenue Growth73rd 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

2021

Revenue$3,841,369
Expenses$3,256,557
Net Income$584,812
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$3,909,853
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$2,027,676$2,502,022▲ $474,346
Cash and Non-Interest-Bearing Accounts$-11,463$46,019▲ $57,482
Pledges and Grants Receivable$18,860$20,180▲ $1,320
Total Assets$2,035,073$2,648,221▲ $613,148
Other Assets Total$0$80,000▲ $80,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,993,282$2,614,977▲ $621,695
Net Assets Without Donor Restrictions$41,791$33,244▼ $8,547
Total Net Assets Fund Balance$2,035,073$2,648,221▲ $613,148
Total Liabilities and Net Assets / Fund Balance$2,035,073$2,648,221▲ $613,148

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,036,982--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$193,265$2,761▲ $44,732-$237,167
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
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Sonja Gantt GibsonExecutive DirectorFT$149,960$149,960

Board Members and Trustees

NameTitle
Courtney RameyChair
Adam BernsteinDirector
Ann B ClarkDirector
Bernie WashingtonDirector
David WebbDirector
Deidra Parish WilliamsDirector
Douglas W BensonDirector
Earnest J WinstonDirector
Gerard CamachoDirector
Greg SkidmoreDirector
J Brandon NealDirector
Kathryn KissamDirector
Lindsay H JonesDirector
Sandra HolubDirector
Sheila JordanDirector
Thomas M ScrivenerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,582,793
Program Service Revenue
$0
Investment Income
$-60,716
Other Revenue
$319,292
All Other Contributions
$3,582,793
Change in Net Assets
$584,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,915,358
Other Expenses$341,199
Total Fundraising Expense$13,986
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,915,358--$2,915,358
Fees for Services Other$28,073$10,137$2,359$40,569
Fees for Service Investment Mgmnt Fees$6,221$7,128$536$13,885
Information Technology$1,568$2,576$194$4,338
Advertising$672$770$58$1,500
Office Expenses$253$290$22$565
Conferences and Meetings$193$221$17$431
Other Expenses$139$159$12$310
Total Functional Expenses$3,077,756$164,815$13,986$3,256,557
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Charlotte Mecklenburg SchoolsCharlotte, NC170(c)(1)Education$2,915,358
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,000
Fundraising Direct Expenses$7,556
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Schoolanthropy$35,000$35,000$7,556$27,444
Total Events$35,000$35,000$7,556$27,444
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
2022-05-13
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 V, LINE 4:

“The foundation's endowment funds were created to establish a permanent legacy fund to support music education. The percentage reported for permanent endowments includes amounts that must be maintained in perpetuity as well as accumulated earnings on such amounts that have not yet been appropriated for expenditure.”

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, 2020 or 2019.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt07556
IRS990/FundraisingGrossIncomeAmt035000
IRS990/GainOrLossGrp/SecuritiesAmt0-60928
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt02915358
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02915358
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02915358
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03909853
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0194
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02576
IRS990/InformationTechnologyGrp/ProgramServicesAmt01568
IRS990/InformationTechnologyGrp/TotalAmt04338
IRS990/InvestmentIncomeGrp/ExclusionAmt0212
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0212
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02027676
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02502022
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt060928
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt05517
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt05517
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
IRS990/NetAssetsOrFundBalancesBOYAmt02035073
IRS990/NetAssetsOrFundBalancesEOYAmt02648221
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-60928
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-60928
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt027444
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt027444
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt028336
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt041791
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt033244
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt022
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0290
IRS990/OfficeExpensesGrp/ProgramServicesAmt0253
IRS990/OfficeExpensesGrp/TotalAmt0565
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt080000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SHARED EMPLOYEE EXPENSE
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt010788
IRS990/OtherExpensesGrp/FundraisingAmt112
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0143534
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1159
IRS990/OtherExpensesGrp/ProgramServicesAmt0125279
IRS990/OtherExpensesGrp/ProgramServicesAmt1139
IRS990/OtherExpensesGrp/TotalAmt0279601
IRS990/OtherExpensesGrp/TotalAmt1310
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/ExclusionAmt0286331
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0286331
IRS990/OtherRevenueTotalAmt0291848
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt018860
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020180
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SONJA GANTT GIBSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02474200
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01070621
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0359599
IRS990/PYOtherRevenueAmt0211476
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01255456
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01430220
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02685676
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0584812
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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/SupportAmt12915358
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FOUNDATION FOR THE CAROLINAS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CHARLOTTE MECKLENBURG SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02915358
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/CYEndwmtFundGrp/AdministrativeExpensesAmt01730
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0193265
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02761
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0237167
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01861
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt044732
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01621
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0201878
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06826
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0193265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt018696
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04878
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02458
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0193605
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt021504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0201878
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt018125
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02060
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0166593
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt015424

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,648,221
Liabilities
$0
Net assets
$2,648,221
Revenue
$3,841,369
Expenses
$3,256,557
Net income
$584,812
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
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$3.84$3.26$0.58
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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