Civic Intelligence

Flathead Community Foundation Inc

990 • Fiscal year 2016 • EIN 20-3153511

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 16, 2018

Organization ProfileFLATHEADCOMMUNITYFOUNDATION.ORG
PO Box 1422Kalispell, MT 59903

(406) 756-9047

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.08x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

36th percentile

$5,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

15th percentile

-8.1%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,002,851

Down $88,257 (-8.1%) from 2015

Net Assets

Down

$975,530

Down $87,895 (-8.3%) from 2015

Liabilities

Down

$27,321

Down $362 (-1.3%) from 2015

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin71st percentile

Revenue

Down

$358,226

Down $229,638 (-39%) from 2015

Expenses

Down

$315,701

Down $56,106 (-15%) from 2015

Net Income

Down

$42,525

Down $173,532 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $685,440Liabilities 2010: $0Net Assets 2010: $685,4402010Assets 2011: $646,608Liabilities 2011: $0Net Assets 2011: $646,6082011Assets 2012: $748,718Liabilities 2012: $565Net Assets 2012: $748,1532012Assets 2013: $899,624Liabilities 2013: $38,047Net Assets 2013: $861,5772013Assets 2014: $948,818Liabilities 2014: $16,130Net Assets 2014: $932,6882014Assets 2015: $1,091,108Liabilities 2015: $27,683Net Assets 2015: $1,063,4252015Assets 2016: $1,002,851Liabilities 2016: $27,321Net Assets 2016: $975,5302016Assets 2017: $1,151,997Liabilities 2017: $15,956Net Assets 2017: $1,136,0412017Assets 2018: $1,152,541Liabilities 2018: $65,993Net Assets 2018: $1,086,5482018Assets 2019: $1,131,720Liabilities 2019: $3,250Net Assets 2019: $1,128,4702019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$1,002,851
Liabilities$27,321
Net Assets$975,530
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $175,7462010Revenue 2011: $138,612Expenses 2011: $169,766Net Income 2011: -$31,1542011Expenses 2012: $192,2092012Revenue 2013: $171,758Expenses 2013: $154,696Net Income 2013: $17,0622013Revenue 2014: $190,784Expenses 2014: $179,915Net Income 2014: $10,8692014Revenue 2015: $587,864Expenses 2015: $371,807Net Income 2015: $216,0572015Revenue 2016: $358,226Expenses 2016: $315,701Net Income 2016: $42,5252016Revenue 2017: $517,339Expenses 2017: $367,145Net Income 2017: $150,1942017Revenue 2018: $488,945Expenses 2018: $464,732Net Income 2018: $24,2132018Revenue 2019: $498,644Expenses 2019: $552,951Net Income 2019: -$54,3072019Revenue 2020: $241,605Expenses 2020: $272,796Net Income 2020: -$31,1912020

Highlighted filing

2016

Revenue$358,226
Expenses$315,701
Net Income$42,525
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 16, 2018
Return Version
2016v3.0
Gross Receipts
$358,226
Mission and Program Overview

Mission

Mission: to enrich the lives of present and future generations by supporting philanthropy in the communities we serve by gathering donors' gifts in permanent endowments or pass-through funds; growing individual funds through wise investment management; and distributing fund proceeds according to donor wishes through grants to local charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$995,355$852,631▼ $142,724
Cash and Non-Interest-Bearing Accounts$68,070$133,445▲ $65,375
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,091,108$1,002,851▼ $88,257
Other Assets Total$27,683$16,775▼ $10,908
Liabilities
Accounts Payable and Accrued Expenses$27,683$27,321▼ $362
Total Liabilities$27,683$27,321▼ $362
Net Assets / Fund Balance
Unrestricted Net Assets$882,629$781,697▼ $100,932
Permanently Rstr Net Assets$180,796$193,833▲ $13,037
Total Net Assets Fund Balance$1,063,425$975,530▼ $87,895
Total Liabilities and Net Assets / Fund Balance$1,091,108$1,002,851▼ $88,257

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$310,051$1,750▲ $12,129-$323,930
2015$197,603$120,544▲ $1,469-$310,051
2014$235,167$500▲ $1,580-$189,291
2013$121,611$84,369▲ $29,187-$235,167
2012$87,486$25,250▲ $8,875-$121,611
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lucy SmithExecutive DirectorPT$5,000$5,000

Board Members and Trustees

NameTitle
Lisa SchneePresident
Michael SmithPresident
Gina BeneshVice President
Clint EkernDirector
Heidi EscalanteDirector
James RaffertyDirector
Jeff LewisDirector
John Michael MyersDirector
Marc LorenzenDirector
Melinda MortonSecretary
Tyler WeberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$303,898
Program Service Revenue
$0
Investment Income
$31,480
Other Revenue
$22,848
All Other Contributions
$303,898
Change in Net Assets
$42,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$223,677
Other Expenses$50,440
Salaries, Compensation, and Employee Benefits$41,584
Total Fundraising Expense$920
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$223,677--$223,677
Other Salaries and Wages$31,248$2,016$336$33,600
Fees for Services Management$18,600$1,200$200$20,000
Current Officers, Directors, Trustees, and Key Employees$4,650$300$50$5,000
All Other Expenses$3,388$220$36$3,644
Payroll Taxes$2,775$179$30$2,984
Other Expenses$1,612$104$17$1,733
Insurance$1,136$73$12$1,221
Fees for Services Accounting$730$47$8$785
Fees for Services Other$430$27$5$462
Total Functional Expenses$309,260$5,521$920$315,701
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Flathead Basin CommissionKalispell, MT-General Operating Support$35,250
Samaritan HouseKalispell, MT--$20,100
United WayKalispell, MT--$13,700
Glacier Symphony & ChoraleKalispell, MT-General Operating Support$11,100
Swan View CoalitionKalispell, MT--$11,000
Center for Asbestos RelatedLibby, MT-General Operating Support$10,000
Fvcc FoundationKalispell, MT-General Operating Support$8,000
Salvation ArmyKalispell, MT-General Operating Support$7,500
Flathead Land TrustKalispell, MT-General Operating Support$7,250
Flathead Community FndtnKalispell, MT-General Operating Support$5,740
Big Brothers Big SistersKalispell, MT-General Operating Support$5,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is forwarded electronically for review by each board member before it is filed and is presented at a board meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually each board member reviews the conflict of interest policy and signs a board pledge.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation process: executive director flathead community foundation hired: september 20111. Queried the affiliate liaison of the montana community foundation of the salary ranges for other community foundations in montana. $60,0002. Reviewed the 990's of whitefish community foundation, north valley hospital foundation, healthcare northwest foundation. $45,000 - $150,0003. Presented the information to the executive director search committee.4. Set the salary range based on the compensation survey and the financial position of the flathead community foundation.”

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

“All documents are available upon request”

Form 990, Part VI, Section C, Quest. 19

“The flathead community foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon request via e-mail, mail or phone.”

Filing and Contact Details

Filer

Filer Name
Flathead Community Foundation Inc
EIN
20-3153511
Phone
4067569047
Address
PO BOX 1422, KALISPELL, MT 59903

Signing Officer

Name
Tyler Weber
Title
Treasurer
Signed
2018-02-16
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
15

Preparer

Firm
StahlbergTaylor & Associates PC
Address
100 Cooperative Way Suite 100, Kalispell, MT 59901-2386
Preparer
Steven C Stahlberg CPA
Phone
4062578399
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Timing diff. Reported due to transition from greater horizon = -$154675”

Financial Statement Notes

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

“The flathead community foundation holds the following permanent endowments: the flathead endowment fund, foys/herron maintenance endowment fund, fvcc nonprofit development partnership operating endowment fund, glacier symphony and chorale endowment fund, humane society of northwest montana endowment fund, hockaday museum of art endowment fund, abbey shelter endowment fund, casa for kids inc fund, flathead food bank endowment fund, nw mt forest fire lookout association endowment fund, mcgarvey family charitable endowment fund shell, child bridge endowment fund shell. The flathead fund will benefit flathead nonprofits as directed by the flathead community foundation board of directors. The fvcc nonprofit development partnership, foys/herron maintenance endowment fund, glacier symphony and chorale endowment fund, humane society of northwest montana the hockaday museum of art endowment, abbey shelter endowment fund, casa for kids inc fund, flathead food bank endowment fund, nw mt forest fire lookout association endowment fund, mcgarvey family charitable endowment fund shell, and the child bridge endowment fund will benefit their respective organizations.”

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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0223677
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0223677
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt015934
IRS990/GrossReceiptsAmt0358226
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt012
IRS990/InsuranceGrp/ManagementAndGeneralAmt073
IRS990/InsuranceGrp/ProgramServicesAmt01136
IRS990/InsuranceGrp/TotalAmt01221
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt015546
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015546
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0995355
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0852631
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MT
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MISSION: TO ENRICH THE LIVES OF PRESENT AND FUTURE GENERATIONS BY SUPPORTING PHILANTHROPY IN THE COMMUNITIES WE SERVE BY GATHERING DONORS' GIFTS IN PERMANENT ENDOWMENTS OR PASS-THROUGH FUNDS; GROWING INDIVIDUAL FUNDS THROUGH WISE INVESTMENT MANAGEMENT; AND DISTRIBUTING FUND PROCEEDS ACCORDING TO DONOR WISHES THROUGH GRANTS TO LOCAL CHARITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01063425
IRS990/NetAssetsOrFundBalancesEOYAmt0975530
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt015934
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015934
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt024255
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt027683
IRS990/OtherAssetsTotalGrp/EOYAmt016775
IRS990/OtherChangesInNetAssetsAmt0-154675
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2WEBSITE HOSTING & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt0139
IRS990/OtherExpensesGrp/FundraisingAmt156
IRS990/OtherExpensesGrp/FundraisingAmt231
IRS990/OtherExpensesGrp/FundraisingAmt317
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0831
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1337
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2187
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3104
IRS990/OtherExpensesGrp/ProgramServicesAmt012894
IRS990/OtherExpensesGrp/ProgramServicesAmt15225
IRS990/OtherExpensesGrp/ProgramServicesAmt22895
IRS990/OtherExpensesGrp/ProgramServicesAmt31612
IRS990/OtherExpensesGrp/TotalAmt013864
IRS990/OtherExpensesGrp/TotalAmt15618
IRS990/OtherExpensesGrp/TotalAmt23113
IRS990/OtherExpensesGrp/TotalAmt31733
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt022848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022848
IRS990/OtherRevenueTotalAmt022848
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0336
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02016
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031248
IRS990/OtherSalariesAndWagesGrp/TotalAmt033600
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt030
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0179
IRS990/PayrollTaxesGrp/ProgramServicesAmt02775
IRS990/PayrollTaxesGrp/TotalAmt02984
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0180796
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0193833
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0522212
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0211172
IRS990/PYInvestmentIncomeAmt050072
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0125623
IRS990/PYOtherRevenueAmt015580
IRS990/PYRevenuesLessExpensesAmt0216057
IRS990/PYSalariesCompEmpBnftPaidAmt035012
IRS990/PYTotalExpensesAmt0371807
IRS990/PYTotalRevenueAmt0587864
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042525
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0303898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0522212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0130679
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0148545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0276662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01381996
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015546
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036069
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt051113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018576
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0140796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015546
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036069
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt051113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0140796
IRS990ScheduleA/InvestmentIncomeCYPct00.09020
IRS990ScheduleA/InvestmentIncomePYPct00.10640
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt022849
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt015580
IRS990ScheduleA/OtherIncome509Grp/TotalAmt038429
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88520
IRS990ScheduleA/PublicSupportPY509Pct00.88210
IRS990ScheduleA/PublicSupportTotal509Amt01381996
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0303898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0522212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130679
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0148545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0276662
IRS990ScheduleA/Total509Grp/TotalAmt01381996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0342293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0573861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0181792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0168037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0295238
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01561221
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0310051

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,002,851
Liabilities
$27,321
Net assets
$975,530
Revenue
$358,226
Expenses
$315,701
Net income
$42,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.24$0.27$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.50$0.55$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.07$1.09$0.49$0.46$0.02
2017Summary only. Only limited summary data is available for this year.$1.15$0.02$1.14$0.52$0.37$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.03$0.98$0.36$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.59$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.19$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.04$0.86$0.17$0.15$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.19
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.14$0.17$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.18