Civic Intelligence

Pema Chodron Foundation

990 • Fiscal year 2020 • EIN 20-5958865

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 28, 2021

P O Box 770630Steamboat Springs, CO 80477

(970) 484-0945

Siviq Scores

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

Liabilities / Assets

26th percentile

0.03x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.20x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$40,800

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

26th percentile

-0.7%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-11%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$6,773,188

Down $45,435 (-0.7%) from 2019

Net Assets

Up

$6,572,227

Up $68,408 (+1.1%) from 2019

Liabilities

Down

$200,961

Down $113,843 (-36%) from 2019

Revenue

Down

$994,404

Down $128,153 (-11%) from 2019

Expenses

Up

$1,384,842

Up $125,779 (+10.0%) from 2019

Net Income

Down

-$390,438

Down $253,932 (-186%) from 2019

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $2,618,843Liabilities 2011: $2,543Net Assets 2011: $2,616,3002011Assets 2012: $3,597,169Liabilities 2012: $175,268Net Assets 2012: $3,421,9012012Assets 2013: $4,519,370Liabilities 2013: $159,358Net Assets 2013: $4,360,0122013Assets 2014: $4,902,987Liabilities 2014: $136,169Net Assets 2014: $4,766,8182014Assets 2015: $5,206,642Liabilities 2015: $84,549Net Assets 2015: $5,122,0932015Assets 2016: $5,778,923Liabilities 2016: $86,229Net Assets 2016: $5,692,6942016Assets 2017: $6,234,982Liabilities 2017: $148,195Net Assets 2017: $6,086,7872017Assets 2018: $6,087,087Liabilities 2018: $225,129Net Assets 2018: $5,861,9582018Assets 2019: $6,818,623Liabilities 2019: $314,804Net Assets 2019: $6,503,8192019Assets 2020: $6,773,188Liabilities 2020: $200,961Net Assets 2020: $6,572,2272020Assets 2021: $8,183,827Liabilities 2021: $214,542Net Assets 2021: $7,969,2852021Assets 2022: $6,433,667Liabilities 2022: $282,899Net Assets 2022: $6,150,7682022Assets 2023: $6,457,287Liabilities 2023: $221,197Net Assets 2023: $6,236,0902023Assets 2024: $6,258,878Liabilities 2024: $217,713Net Assets 2024: $6,041,1652024

Highlighted filing

2020

Assets$6,773,188
Liabilities$200,961
Net Assets$6,572,227

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $834,184Expenses 2011: $188,851Net Income 2011: $645,3332011Revenue 2012: $1,011,278Expenses 2012: $313,473Net Income 2012: $697,8052012Revenue 2013: $1,290,603Expenses 2013: $549,375Net Income 2013: $741,2282013Revenue 2014: $821,330Expenses 2014: $324,276Net Income 2014: $497,0542014Revenue 2015: $1,273,879Expenses 2015: $632,448Net Income 2015: $641,4312015Revenue 2016: $847,345Expenses 2016: $415,524Net Income 2016: $431,8212016Revenue 2017: $714,158Expenses 2017: $836,571Net Income 2017: -$122,4132017Revenue 2018: $1,168,702Expenses 2018: $902,035Net Income 2018: $266,6672018Revenue 2019: $1,122,557Expenses 2019: $1,259,063Net Income 2019: -$136,5062019Revenue 2020: $994,404Expenses 2020: $1,384,842Net Income 2020: -$390,4382020Revenue 2021: $1,930,179Expenses 2021: $1,271,561Net Income 2021: $658,6182021Revenue 2022: $1,038,159Expenses 2022: $1,668,827Net Income 2022: -$630,6682022Revenue 2023: $771,441Expenses 2023: $1,328,676Net Income 2023: -$557,2352023Revenue 2024: $1,095,135Expenses 2024: $1,858,176Net Income 2024: -$763,0412024

Highlighted filing

2020

Revenue$994,404
Expenses$1,384,842
Net Income-$390,438
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 28, 2021
Return Version
2020v4.0
Gross Receipts
$1,032,564
Mission and Program Overview

Mission

Support and encouragement of Buddhist monasticism and the Buddhist tradition world-wide, and to manifest the Buddhist vision by providing support and assistance to community-based organizations that serve marginalized populations such as distressed families (especially children and teens), abused individuals, the incarcerated, and drug addicts. In addition, to create and support a permanent Endowment Fund so that it can carry on these activities into the distant future.

Support and encouragement of Buddhist monasticism and the Buddhist tradition world-wide, and to manifest the Buddhist vision by providing support and assistance to community-based organizations that serve marginalized populations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,435,636$6,493,510▲ $57,874
Cash and Non-Interest-Bearing Accounts$243,686$171,119▼ $72,567
Savings and Temporary Cash Investments$40,550$40,560▲ $10
Accounts Receivable$41,155$16,935▼ $24,220
Inventories for Sale or Use$15,876$16,008▲ $132
Prepaid Expenses and Deferred Charges$4,073$2,709▼ $1,364
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-
Total Assets$6,818,623$6,773,188▼ $45,435
Other Assets Total$37,647$32,347▼ $5,300
Liabilities
Deferred Revenue$308,115$196,689▼ $111,426
Accounts Payable and Accrued Expenses$6,689$4,272▼ $2,417
Total Liabilities$314,804$200,961▼ $113,843
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,480,392$6,570,032▲ $89,640
Net Assets With Donor Restrictions$23,427$2,195▼ $21,232
Total Net Assets Fund Balance$6,503,819$6,572,227▲ $68,408
Total Liabilities and Net Assets / Fund Balance$6,818,623$6,773,188▼ $45,435

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,435,636-▲ $659,121-$6,493,510
2019$5,293,047$364,222▲ $827,979-$6,435,636
2018$5,823,780-▼ $282,575-$5,293,047
2017$5,158,944-▲ $710,361-$5,823,780
2016$4,501,559$400,000▲ $297,629-$5,158,944
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Glenna OlmstedFoundation Mgr.PT$40,800$40,800
Martha KirkmanSecretaryPT$26,400$26,400
Timothy OlmstedPresidentPT$16,500$16,500
Arvo FallonDirectorPT$11,220$11,220
Marjorie RodgersVice PresidentPT$11,220$11,220
Cathryn MayerTreasurerPT$5,090$5,090

Board Members and Trustees

NameTitle
Pema ChodronChairman
Revenue and Support

Revenue Composition

Contributions and Grants
$149,339
Program Service Revenue
$692,371
Investment Income
$147,817
Other Revenue
$4,877
All Other Contributions
$149,339
Change in Net Assets
$-390,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,222,574
Salaries, Compensation, and Employee Benefits$131,712
Other Expenses$30,556
Total Fundraising Expense$29,859
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$970,224--$970,224
Foreign Grants$247,238--$247,238
Current Officers, Directors, Trustees, and Key Employees$54,378$44,780$12,072$111,230
Advertising--$14,162$14,162
Other Salaries and Wages$8,043$2,880-$10,923
Payroll Taxes$5,097$3,476$986$9,559
Travel$5,585--$5,585
Grants to Domestic Individuals$5,112--$5,112
Office Expenses$1,522$1,522$1,522$4,566
Fees for Services Accounting-$1,622-$1,622
Information Technology$264$264$264$792
Insurance-$93-$93
Fees for Services Legal-$52-$52
Other Expenses$-5,810$853$853$-5,810
Total Functional Expenses$1,299,441$55,542$29,859$1,384,842
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shambhala Mountain CenterRed Feather, CO501(c)(3)Rebuild after wildfire & COVID shut$275,000
Mangala Shri BhutiBoulder, CO501(c)(3)Temple Construction$200,000
Home Boy IndustriesLos Angeles, CA501(c)(3)Retraining for problem youth$100,000
Konchok FoundationBoulder, CO501(c)(3)Monastery construction$50,000
Malezi SchoolTivoli, NY501(c)(3)Support Kenyan school$40,500
Chronicles of CTR SocietyPortland, ME501(c)(3)Archive teachings$30,000
Friends of SurmangBoulder, CO501(c)(3)Medical support$25,000
Naropa Univ - CT Legacy FdnBoulder, CO501(c)(3)Support archive - Trungpa Rinpoche$25,000
Jhamtse GatsalActon, MA501(c)(3)School in India for disadvantaged$20,000
Omega Inst Holistic StudiesRhinebeck, NY501(c)(3)Holistic workshops$20,000
Treasure Caretakers TrainingBoulder, CO501(c)(3)Preserve Buddhist sacred art$20,000
Tsoknyi Humanitarian FundSteamboat Spgs, CO501(c)(3)Support nuns in Nepal$12,000
Konchok Foundation CTR TranslBoulder, CO501(c)(3)Translate Buddhist texts$10,000
LEAP for LadiesMiami, FL501(c)(3)Assist women ex-prisoners$10,000
Pema ChoelingCrestone, CO501(c)(3)Support nuns household in Colo$10,000
Prison Mindfulness InstituteSouth Deerfield, MA501(c)(3)Provide books to prisoners$10,000
Tibetan Nuns ProjectSeattle, WA501(c)(3)Monastic support$10,000
House with HeartHollywood, CA501(c)(3)Home for needy children- Kathmandu$7,500
Marpa FoundationOtego, NY501(c)(3)Monastic support$7,200
Himalayan Childrens FundBeverly Hills, CA501(c)(3)Monastic support$7,000

International Summary

Spending
$232,075

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaGrants for programsMonastic support00$184,575
South AsiaGrants for programsMonastic support00$25,000
North AmericaGrants for programsHealth & education00$10,000
North AmericaGrants for programsArchiving and translation00$7,500
South AsiaGrants for programsHealth & education00$5,000
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
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Family relationship: President Tim Olmsted and Executive Assistant Glenna Olmsted are husband and wife.

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

A draft of Form 990 is e-mailed to all board members for review before it is finalized and filed.

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

Form 990 is posted on Guidestar website, and other documents are available through the Colorado Secretary of State's non-profit section of their website. Form 990 and the governing documents, policies, and financial statements are made available to anyone upon request to the Treasurer.

Filing and Contact Details

Filer

Filer Name
Pema Chodron Foundation
EIN
20-5958865
Phone
9704840945
Address
P O Box 770630, Steamboat Springs, CO 80477

Signing Officer

Name
Cathryn Mayer
Title
Treasurer
Signed
2021-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Olmsted
Formed
2006
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
1
Employees
7
Volunteers
5

Preparer

Firm
Lynele Jones CPA
Address
1147 Vivian St, Longmont, CO 80501
Preparer
Lynele Jones
Phone
3035791147
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: Shambhala Mountain Center is a contemplative retreat center in the foothills of Northern Colorado founded almost 50 years ago. In 2020 COVID restrictions caused almost all of the programming to be canceled and the Cameron Peak wildfire swept the land causing substantial damage. This grant helped to cover operating expenses and fire recovery expenses during this crisis year in order to insure the survival of the retreat center.

Financial Statement Notes

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

The Organization's Endowment Fund was created in order to provide assurance that the organization could continue to fund monastic and humanitarian projects into the distant future.

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IRS990/InformationTechnologyGrp/ProgramServicesAmt0264
IRS990/InformationTechnologyGrp/TotalAmt0792
IRS990/InsuranceGrp/ManagementAndGeneralAmt093
IRS990/InsuranceGrp/TotalAmt093
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt016008
IRS990/InvestmentExpenseAmt0-52458
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0147817
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IRS990/IRPDocumentCnt03
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IRS990/MissionDesc0Support and encouragement of Buddhist monasticism and the Buddhist tradition world-wide, and to manifest the Buddhist vision by providing support and assistance to community-based organizations that serve marginalized populations such as distressed families (especially children and teens), abused individuals, the incarcerated, and drug addicts. In addition, to create and support a permanent Endowment Fund so that it can carry on these activities into the distant future.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt04877
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06570032
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IRS990/OfficeExpensesGrp/FundraisingAmt01522
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01522
IRS990/OfficeExpensesGrp/ProgramServicesAmt01522
IRS990/OfficeExpensesGrp/TotalAmt04566
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IRS990/OtherExpensesGrp/Desc0Pema Chodron Archive Expense
IRS990/OtherExpensesGrp/Desc1Bank & CC card charges
IRS990/OtherExpensesGrp/Desc2Misc program expenses
IRS990/OtherExpensesGrp/Desc3Alloc bk sale sals to COGS
IRS990/OtherExpensesGrp/FundraisingAmt0853
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IRS990/OtherExpensesGrp/ProgramServicesAmt05300
IRS990/OtherExpensesGrp/ProgramServicesAmt1854
IRS990/OtherExpensesGrp/ProgramServicesAmt21634
IRS990/OtherExpensesGrp/ProgramServicesAmt3-5810
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IRS990/OtherExpensesGrp/TotalAmt21634
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IRS990/PayrollTaxesGrp/FundraisingAmt0986
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03476
IRS990/PayrollTaxesGrp/ProgramServicesAmt05097
IRS990/PayrollTaxesGrp/TotalAmt09559
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04073
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02709
IRS990/PrincipalOfficerNm0Timothy Olmsted
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IRS990/ProgramServiceRevenueGrp/Desc0Program royalty income
IRS990/ProgramServiceRevenueGrp/Desc1Teaching program revenues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0492371
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1200000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0492371
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1200000
IRS990/ProgSrvcAccomActy2Grp/Desc0Shambhala Mountain Center is a contemplative retreat center in the foothills of Northern Colorado founded almost 50 years ago. In 2020 COVID restrictions caused almost all of the programming to be canceled and the Cameron Peak wildfire swept the land causing substantial damage. This grant helped to cover operating expenses and fire recovery expenses during this crisis year in order to insure the survival of the retreat center.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0292290
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0275000
IRS990/ProgSrvcAccomActy3Grp/Desc0Mangala Shri Bhuti is a Buddhist meditation retreat center located in Crestone, Colorado. The Center has been doing extensive building to provide retreat space and facilities for Buddhist practitioners to meet, receive teachings, and participate in religious ceremonies. The Foundation's 2020 grant will be used to construct the temple shrine. Mangala Shri Bhuti will provide annual reports on the construction progress. During the year the facilities will be inspected by a board member to confirm progress.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0212575
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0200000
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IRS990/PYContributionsGrantsAmt0323874
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt044439
IRS990/PYOtherRevenueAmt0-1459
IRS990/PYProgramServiceRevenueAmt0635803
IRS990/PYRevenuesLessExpensesAmt0-136506
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IRS990/PYTotalExpensesAmt01259063
IRS990/PYTotalRevenueAmt01122557
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040550
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040560
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0149339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0323874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0115546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0136153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0168218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0893130
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0147817
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0164339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0161618
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0147986
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0118563
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0740323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0697248
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0634344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0891538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0430019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0564029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03217178
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0147817
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0164339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0161618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0147986
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0118563
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0740323
IRS990ScheduleA/InvestmentIncomeCYPct00.15260
IRS990ScheduleA/InvestmentIncomePYPct00.14170
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81700
IRS990ScheduleA/PublicSupportPY509Pct00.82970
IRS990ScheduleA/PublicSupportTotal509Amt03962886
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0112
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0138131
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02179
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt07000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0147422
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0112
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0138131
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt02179
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt07000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0147422
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0846587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0958218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01007084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0566172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0732247
IRS990ScheduleA/Total509Grp/TotalAmt04110308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0994404
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01168702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0714158
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0850810
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04850631
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt052458
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06435636
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06493510
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0548789
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0659121
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt049612
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05293047
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0364222
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06435636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0827979
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt048158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05823780
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05293047
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0200000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-282575

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.26$0.22$6.04$1.10$1.86$0.76
2023Detailed filing. Detailed filing data is available for this year.$6.46$0.22$6.24$0.77$1.33$0.56
2022Detailed filing. Detailed filing data is available for this year.$6.43$0.28$6.15$1.04$1.67$0.63
2021Detailed filing. Detailed filing data is available for this year.$8.18$0.21$7.97$1.93$1.27$0.66
2020Detailed filing. Detailed filing data is available for this year.$6.77$0.20$6.57$0.99$1.38$0.39
2019Detailed filing. Detailed filing data is available for this year.$6.82$0.31$6.50$1.12$1.26$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.09$0.23$5.86$1.17$0.90$0.27
2017Summary only. Only limited summary data is available for this year.$6.23$0.15$6.09$0.71$0.84$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.78$0.09$5.69$0.85$0.42$0.43
2015Summary only. Only limited summary data is available for this year.$5.21$0.08$5.12$1.27$0.63$0.64
2014Summary only. Only limited summary data is available for this year.$4.90$0.14$4.77$0.82$0.32$0.50
2013Summary only. Only limited summary data is available for this year.$4.52$0.16$4.36$1.29$0.55$0.74
2012Summary only. Only limited summary data is available for this year.$3.60$0.18$3.42$1.01$0.31$0.70
2011Summary only. Only limited summary data is available for this year.$2.62$0.00$2.62$0.83$0.19$0.65