Civic Intelligence

The Westfield Foundation

990 • Fiscal year 2014 • EIN 22-2155896

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

Organization Profilewww.westfieldfoundation.com
PO Box 2295Westfield, NJ 07091

(908) 233-9787

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.28x

Higher debt load relative to assets than 53% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

4.40x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$45,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

62nd percentile

6.7%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

77%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$15,249,704

Up $956,769 (+6.7%) from 2013

Net Assets

Up

$11,036,848

Up $661,817 (+6.4%) from 2013

Liabilities

Up

$4,212,856

Up $294,952 (+7.5%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin89th percentile

Revenue

Up

$957,852

Up $416,232 (+77%) from 2013

Expenses

Up

$540,022

Up $61,572 (+13%) from 2013

Net Income

Up

$417,830

Up $354,660 (+561%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $10,700,483Liabilities 2011: $2,568,452Net Assets 2011: $8,132,0312011Assets 2012: $11,992,816Liabilities 2012: $2,876,744Net Assets 2012: $9,116,0722012Assets 2013: $14,292,935Liabilities 2013: $3,917,904Net Assets 2013: $10,375,0312013Assets 2014: $15,249,704Liabilities 2014: $4,212,856Net Assets 2014: $11,036,8482014Assets 2015: $15,010,597Liabilities 2015: $4,334,033Net Assets 2015: $10,676,5642015Assets 2016: $15,654,870Liabilities 2016: $4,420,118Net Assets 2016: $11,234,7522016Assets 2017: $20,749,887Liabilities 2017: $4,767,931Net Assets 2017: $15,981,9562017Assets 2018: $22,844,058Liabilities 2018: $4,851,077Net Assets 2018: $17,992,9812018Assets 2019: $26,906,425Liabilities 2019: $5,327,645Net Assets 2019: $21,578,7802019Assets 2020: $29,890,184Liabilities 2020: $5,813,684Net Assets 2020: $24,076,5002020Assets 2021: $31,951,644Liabilities 2021: $6,264,208Net Assets 2021: $25,687,4362021Assets 2022: $25,538,120Liabilities 2022: $5,103,867Net Assets 2022: $20,434,2532022Assets 2023: $28,314,788Liabilities 2023: $6,163,700Net Assets 2023: $22,151,0882023Assets 2024: $29,749,068Liabilities 2024: $5,831,817Net Assets 2024: $23,917,2512024

Highlighted filing

2014

Assets$15,249,704
Liabilities$4,212,856
Net Assets$11,036,848
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $436,6532011Expenses 2012: $383,6342012Revenue 2013: $541,620Expenses 2013: $478,450Net Income 2013: $63,1702013Revenue 2014: $957,852Expenses 2014: $540,022Net Income 2014: $417,8302014Revenue 2015: $854,389Expenses 2015: $522,222Net Income 2015: $332,1672015Revenue 2016: $707,867Expenses 2016: $651,684Net Income 2016: $56,1832016Revenue 2017: $3,530,877Expenses 2017: $621,579Net Income 2017: $2,909,2982017Revenue 2018: $4,817,524Expenses 2018: $1,296,726Net Income 2018: $3,520,7982018Revenue 2019: $1,665,026Expenses 2019: $908,762Net Income 2019: $756,2642019Revenue 2020: $1,290,312Expenses 2020: $1,001,236Net Income 2020: $289,0762020Revenue 2021: $1,641,422Expenses 2021: $1,248,226Net Income 2021: $393,1962021Revenue 2022: $965,070Expenses 2022: $1,177,586Net Income 2022: -$212,5162022Revenue 2023: $940,824Expenses 2023: $1,309,753Net Income 2023: -$368,9292023Revenue 2024: $2,576,289Expenses 2024: $1,375,594Net Income 2024: $1,200,6952024

Highlighted filing

2014

Revenue$957,852
Expenses$540,022
Net Income$417,830
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$957,852
Mission and Program Overview

Mission

The Organization is a not-for-profit established to support the public well-being and improve the quality of life in the community. It administers endowment and other funds established by individuals and organizations, invests them and makes grants to meet community needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,147,343$14,805,818▲ $658,475
Savings and Temporary Cash Investments$143,473$443,886▲ $300,413
Accounts Receivable$2,119--
Total Assets$14,292,935$15,249,704▲ $956,769
Liabilities
Other Liabilities$3,911,654$4,208,006▲ $296,352
Accounts Payable and Accrued Expenses$6,250$4,850▼ $1,400
Total Liabilities$3,917,904$4,212,856▲ $294,952
Net Assets / Fund Balance
Unrestricted Net Assets$4,364,877$4,523,098▲ $158,221
Temporarily Rstr Net Assets$3,932,081$4,388,422▲ $456,341
Permanently Rstr Net Assets$2,078,073$2,125,328▲ $47,255
Total Net Assets Fund Balance$10,375,031$11,036,848▲ $661,817
Total Liabilities and Net Assets / Fund Balance$14,292,935$15,249,704▲ $956,769

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$11,431$11,431

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,078,073$47,255--$2,125,328
2013$2,071,698$6,375--$2,078,073
2012$2,041,313$30,385--$2,071,698
2011$2,017,938$23,375--$2,041,313
2010$1,993,190$24,748--$2,017,938
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Betsy ChanceOffice ManagerPT$45,000$45,000

Board Members and Trustees

NameTitle
Alice FertigBoard member
Beth CassieBoard member
Claudia AndreskiBoard member
Darielle WalshBoard member
Howard CohenBoard member
Janet SarkosBoard member
Jay BoyleBoard Member
Karen FountainBoard member
Michelle MattessichBoard member
Ray KostyackBoard member
Robert GorelickBoard member
Russell M FinesteinBoard member
Sal CaruanaBoard member
Revenue and Support

Revenue Composition

Contributions and Grants
$326,115
Program Service Revenue
$0
Investment Income
$631,737
Other Revenue
$0
All Other Contributions
$326,115
Change in Net Assets
$417,830

Audited Revenue Reconciliation

Revenue per Audited Statements
$957,852
Revenue Not Reported on Form 990
$243,988
Total Revenue per Audited Statements
$1,201,840
Total Revenue per Form 990
$957,852
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$480,723
Salaries, Compensation, and Employee Benefits$48,863
Other Expenses$10,436
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$379,073--$379,073
Grants to Domestic Individuals$101,650--$101,650
Other Salaries and Wages$33,750$11,250-$45,000
Fees for Services Accounting-$9,650-$9,650
Occupancy$5,600$1,400-$7,000
Fees for Services Other-$5,445-$5,445
Office Expenses-$5,371-$5,371
Payroll Taxes$2,897$966-$3,863
Insurance-$3,298-$3,298
Other Expenses$366$-23,139-$-23,139
Total Functional Expenses$523,336$16,686$0$540,022

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$540,022
Total Expenses per Audited Statements$540,022
Total Expenses per Form 990$540,022
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roots and Wings---$40,000
Boys & Girls Clubs of Union County---$20,000
Westield United Fund---$19,560
Jewish Family Service of Centr NJ---$18,575
Summer Youth Employment---$16,250
Home First---$11,600
Barley Shaef PTO---$11,531
Habitat for Humanity---$10,000
New Jersey Festival Orchestra---$10,000
Westfield Volunteer Rescue Squad---$9,828
Music Counts Inc---$9,400
Emmanual Cancer Foundation---$8,500
YWCA Eastern Union County---$8,000
Trinitas Health Foundation---$7,767
Community Access Unlimited---$7,530
Union County College Foundation---$7,500
Memories Live Foundation---$5,800
Alzheimers Association---$5,000
Arts Power---$5,000
Kean University---$5,000
Literacy Volunteers of Union County---$5,000
NJ Festival Orchestra Hertell Fd---$5,000
Union County College---$5,000
Youth and Family Counseling---$4,500
JCC of Central New Jersey---$4,000
CONTACT We Care---$3,600
Masters Gardeners of Union Co---$3,500
Cranford Dramatic Club---$3,100
My Friends Place---$3,000
117th Cavalry Association---$2,500
Solid Brass Chamber Music Guild---$2,500
Summit Speech School---$1,992
Hedgehog & Feather Theatre Co---$1,700
Counseling Center for Human Develop---$1,500
Westfield School Boosters---$1,500
NJ Intergenerational Orchestra---$1,250
Friends of Kenyan Orphans---$1,000
Imagine---$1,000
Somerset Hills Learning Institute---$1,000
Westfield United Fund---$1,000
Westfield YMCA---$1,000
Presbyterian Church of Westfield---$750
The Menaul School---$750
Rescue Squad---$300
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Managed funds$4,208,006
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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 governing body review Part VI line 11

“The Organization requires certain board members to review the 990 filing and related documents prior to submittal to the respected tax agency.”

Conflict of interest policy compliance Part VI line 12C

“The Organization requires all employees and board members to immediately disclose any relationship that may potentially give rise to a conflict of interest.”

CEO executive director top management comp Part VI line 15A

“The board of directors determine and review the compensation of all employees on an annual basis.”

Governing documents etc available to public Part VI line 19

“The Organization makes available all governing documents and policies and procedures to the general public upon request. The 990 and the related schedules are made available upon request and can also be found on Guidestar.com, which is a third-party independent website that makes available to the public certian nonprofit information.”

Filing and Contact Details

Filer

Filer Name
The Westfield Foundation
EIN
22-2155896
Address
PO Box 2295, Westfield, NJ 07091

Signing Officer

Name
Betsy Chance
Title
Office Manager
Phone
9082339787
Signed
2015-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy Chance
Formed
1975
Legal Domicile
Nj
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
15

Preparer

Firm
Ketcham & Associates LLC
Address
202 Mountain Avenue, Westfield, NJ 07090
Preparer
Steven Ketcham CPA
Phone
9082324618
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding difference”

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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03298
IRS990/InsuranceGrp/TotalAmt03298
IRS990/InvestmentIncomeGrp/ExclusionAmt0631737
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0631737
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014147343
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014805818
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011431
IRS990/LandBldgEquipCostOrOtherBssAmt011431
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Organization is a not-for-profit established to support the public well-being and improve the quality of life in the community. It administers endowment and other funds established by individuals and organizations, invests them and makes grants to meet community needs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010375031
IRS990/NetAssetsOrFundBalancesEOYAmt011036848
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0243987
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01400
IRS990/OccupancyGrp/ProgramServicesAmt05600
IRS990/OccupancyGrp/TotalAmt07000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05371
IRS990/OfficeExpensesGrp/TotalAmt05371
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Fees and licenses
IRS990/OtherExpensesGrp/Desc1Miscellaneous and sundry
IRS990/OtherExpensesGrp/Desc2Less managed account portion
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02445
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-23139
IRS990/OtherExpensesGrp/ProgramServicesAmt0366
IRS990/OtherExpensesGrp/TotalAmt02445
IRS990/OtherExpensesGrp/TotalAmt1366
IRS990/OtherExpensesGrp/TotalAmt2-23139
IRS990/OtherLiabilitiesGrp/BOYAmt03911654
IRS990/OtherLiabilitiesGrp/EOYAmt04208006
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011250
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033750
IRS990/OtherSalariesAndWagesGrp/TotalAmt045000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0966
IRS990/PayrollTaxesGrp/ProgramServicesAmt02897
IRS990/PayrollTaxesGrp/TotalAmt03863
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02078073
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02125328
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Betsy Chance
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0155026
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0414838
IRS990/PYInvestmentIncomeAmt0386594
IRS990/PYOtherExpensesAmt014756
IRS990/PYRevenuesLessExpensesAmt063170
IRS990/PYSalariesCompEmpBnftPaidAmt048856
IRS990/PYTotalExpensesAmt0478450
IRS990/PYTotalRevenueAmt0541620
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0417830
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143473
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0443886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0326115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0155026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0450499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0750343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0125239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01807222
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0631737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0386594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0216815
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0290293
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0226395
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01751834
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50780
IRS990ScheduleA/PublicSupportPY170Pct00.56000
IRS990ScheduleA/PublicSupportTotal170Amt01807222
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0326115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0155026
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0450499
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0750343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0125239
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01807222
IRS990ScheduleA/TotalSupportAmt03559056
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/BeginningYearBalanceAmt02078073
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt047255
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02125328
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02071698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06375
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02078073
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02041313
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt030385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02071698
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02017938
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt023375
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02041313
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01993190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt024748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02017938
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt016301
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0353048
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011431
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011431
IRS990ScheduleD/ExpensesSubtotalAmt0540022
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0243988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04208006
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Managed funds
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0243988
IRS990ScheduleD/RevenueSubtotalAmt0957852
IRS990ScheduleD/TotalExpensesPerForm990Amt0540022
IRS990ScheduleD/TotalLiabilityAmt04208006
IRS990ScheduleD/TotalRevenuePerForm990Amt0957852
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01201840
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0540022
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0138100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships and educational financial support
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt060
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt118575
IRS990ScheduleI/RecipientTable/CashGrantAmt216250
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt519560
IRS990ScheduleI/RecipientTable/CashGrantAmt64500
IRS990ScheduleI/RecipientTable/CashGrantAmt78000
IRS990ScheduleI/RecipientTable/CashGrantAmt85800
IRS990ScheduleI/RecipientTable/CashGrantAmt93500
IRS990ScheduleI/RecipientTable/CashGrantAmt105000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt137767
IRS990ScheduleI/RecipientTable/CashGrantAmt142500
IRS990ScheduleI/RecipientTable/CashGrantAmt151992
IRS990ScheduleI/RecipientTable/CashGrantAmt162500
IRS990ScheduleI/RecipientTable/CashGrantAmt1740000
IRS990ScheduleI/RecipientTable/CashGrantAmt181700
IRS990ScheduleI/RecipientTable/CashGrantAmt198500
IRS990ScheduleI/RecipientTable/CashGrantAmt205000
IRS990ScheduleI/RecipientTable/CashGrantAmt213100
IRS990ScheduleI/RecipientTable/CashGrantAmt2211600
IRS990ScheduleI/RecipientTable/CashGrantAmt233600
IRS990ScheduleI/RecipientTable/CashGrantAmt247530
IRS990ScheduleI/RecipientTable/CashGrantAmt2520000
IRS990ScheduleI/RecipientTable/CashGrantAmt269828
IRS990ScheduleI/RecipientTable/CashGrantAmt271500
IRS990ScheduleI/RecipientTable/CashGrantAmt285000
IRS990ScheduleI/RecipientTable/CashGrantAmt294000
IRS990ScheduleI/RecipientTable/CashGrantAmt301250
IRS990ScheduleI/RecipientTable/CashGrantAmt319400
IRS990ScheduleI/RecipientTable/CashGrantAmt321000
IRS990ScheduleI/RecipientTable/CashGrantAmt331000
IRS990ScheduleI/RecipientTable/CashGrantAmt34300
IRS990ScheduleI/RecipientTable/CashGrantAmt351000
IRS990ScheduleI/RecipientTable/CashGrantAmt361000
IRS990ScheduleI/RecipientTable/CashGrantAmt371000
IRS990ScheduleI/RecipientTable/CashGrantAmt3811531
IRS990ScheduleI/RecipientTable/CashGrantAmt391500

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,249,704
Liabilities
$4,212,856
Net assets
$11,036,848
Revenue
$957,852
Expenses
$540,022
Net income
$417,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$5.83$23.9$2.58$1.38$1.20
2023Detailed filing. Detailed filing data is available for this year.$28.3$6.16$22.2$0.94$1.31$0.37
2022Detailed filing. Detailed filing data is available for this year.$25.5$5.10$20.4$0.97$1.18$0.21
2021Detailed filing. Detailed filing data is available for this year.$32.0$6.26$25.7$1.64$1.25$0.39
2020Detailed filing. Detailed filing data is available for this year.$29.9$5.81$24.1$1.29$1.00$0.29
2019Detailed filing. Detailed filing data is available for this year.$26.9$5.33$21.6$1.67$0.91$0.76
2018Detailed filing. Detailed filing data is available for this year.$22.8$4.85$18.0$4.82$1.30$3.52
2017Detailed filing. Detailed filing data is available for this year.$20.7$4.77$16.0$3.53$0.62$2.91
2016Detailed filing. Detailed filing data is available for this year.$15.7$4.42$11.2$0.71$0.65$0.06
2015Detailed filing. Detailed filing data is available for this year.$15.0$4.33$10.7$0.85$0.52$0.33
2014Detailed filing. Detailed filing data is available for this year.$15.2$4.21$11.0$0.96$0.54$0.42
2013Detailed filing. Detailed filing data is available for this year.$14.3$3.92$10.4$0.54$0.48$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$2.88$9.12$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$2.57$8.13$0.44
Peer Organizations

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