Civic Intelligence

Delaware Financial Education Alliance Inc

990 • Fiscal year 2020 • EIN 22-2549908

Jun 01, 2019 to May 31, 2020 • Filed on Oct 07, 2020

Organization ProfileWWW.DEBANKERS.COM
PO Box 494Dover, DE 19903

(302) 674-0202

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.24x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.21x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

53rd percentile

8.1%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

98th percentile

$342,201

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 49.7% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

74th percentile

29%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-13%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Flat

$608,641

Flat from 2020

Net Assets

Flat

$463,155

Flat from 2020

Liabilities

Flat

$145,486

Flat from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin53rd percentile

Revenue

Flat

$688,652

Flat from 2020

Expenses

Flat

$632,925

Flat from 2020

Net Income

Flat

$55,727

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$1.0M$500K$0Assets 2011: $121,677Liabilities 2011: $68,358Net Assets 2011: $53,3192011Assets 2012: $102,229Liabilities 2012: $43,336Net Assets 2012: $58,8932012Assets 2013: $116,675Liabilities 2013: $12,634Net Assets 2013: $104,0412013Assets 2014: $172,305Liabilities 2014: $23,305Net Assets 2014: $149,0002014Assets 2015: $212,730Liabilities 2015: $19,565Net Assets 2015: $193,1652015Assets 2016: $226,707Liabilities 2016: $21,010Net Assets 2016: $205,6972016Assets 2017: $343,981Liabilities 2017: $89,418Net Assets 2017: $254,5632017Assets 2018: $306,949Liabilities 2018: $22,515Net Assets 2018: $284,4342018Assets 2019: $472,155Liabilities 2019: $64,727Net Assets 2019: $407,4282019Assets 2020: $608,641Liabilities 2020: $145,486Net Assets 2020: $463,1552020Assets 2020: $608,641Liabilities 2020: $145,486Net Assets 2020: $463,1552020Assets 2021: $584,994Liabilities 2021: $121,514Net Assets 2021: $463,4802021Assets 2022: $619,519Liabilities 2022: $68,617Net Assets 2022: $550,9022022Assets 2023: $761,556Liabilities 2023: $31,207Net Assets 2023: $730,3492023Assets 2024: $856,264Liabilities 2024: $10,096Net Assets 2024: $846,1682024Assets 2025: $959,116Liabilities 2025: $24,017Net Assets 2025: $935,0992025

Highlighted filing

2020

Assets$608,641
Liabilities$145,486
Net Assets$463,155
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$800K$600K$400K$200K$0Expenses 2011: $549,5462011Expenses 2012: $364,1552012Expenses 2013: $333,4382013Revenue 2014: $362,046Expenses 2014: $317,087Net Income 2014: $44,9592014Revenue 2015: $432,401Expenses 2015: $388,236Net Income 2015: $44,1652015Revenue 2016: $532,669Expenses 2016: $520,137Net Income 2016: $12,5322016Revenue 2017: $753,040Expenses 2017: $704,174Net Income 2017: $48,8662017Revenue 2018: $746,982Expenses 2018: $717,111Net Income 2018: $29,8712018Revenue 2019: $794,037Expenses 2019: $671,043Net Income 2019: $122,9942019Revenue 2020: $688,652Expenses 2020: $632,925Net Income 2020: $55,7272020Revenue 2020: $688,652Expenses 2020: $632,925Net Income 2020: $55,7272020Revenue 2021: $493,366Expenses 2021: $493,041Net Income 2021: $3252021Revenue 2022: $568,013Expenses 2022: $480,591Net Income 2022: $87,4222022Revenue 2023: $674,551Expenses 2023: $495,104Net Income 2023: $179,4472023Revenue 2024: $643,424Expenses 2024: $527,605Net Income 2024: $115,8192024Revenue 2025: $685,429Expenses 2025: $596,498Net Income 2025: $88,9312025

Highlighted filing

2020

Revenue$688,652
Expenses$632,925
Net Income$55,727
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 7, 2020
Return Version
2019v5.1
Gross Receipts
$688,652
Mission and Program Overview

Mission

To provide financial literacy training designed for and targeted to persons of low and moderate income in the state of delaware through a variety of educational programs and to provide quality training programs to employees of member banks in the financial services industry in delaware.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$262,810$448,574▲ $185,764
Cash and Non-Interest-Bearing Accounts$162,906$86,513▼ $76,393
Accounts Receivable$20,178$46,604▲ $26,426
Prepaid Expenses and Deferred Charges$25,046$26,950▲ $1,904
Inventories for Sale or Use$1,215--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$472,155$608,641▲ $136,486
Liabilities
Deferred Revenue$52,735$83,334▲ $30,599
Unsecured Notes Loans Payable-$56,322-
Accounts Payable and Accrued Expenses$11,992$5,830▼ $6,162
Total Liabilities$64,727$145,486▲ $80,759
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$343,685$398,664▲ $54,979
Net Assets With Donor Restrictions$63,743$64,491▲ $748
Total Net Assets Fund Balance$407,428$463,155▲ $55,727
Total Liabilities and Net Assets / Fund Balance$472,155$608,641▲ $136,486

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$6,254$6,254
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Margaret E CreganVP, Membership & AdministrationPT$110,113$110,113

Board Members and Trustees

NameTitle
Elizabeth D AlbanoChair
Joe WestcottChair-elect
Cynthia Dm BrownPast Chair
Sarah a LongPresident, CEO & Treasurer
Dominic C CanusoDirector
George KernDirector
James HutchinsonDirector
Larry DrexlerDirector
Leslie G GillinDirector
Lisa P KirkwoodDirector
Matthew ParksDirector
Nicholas P LambrowDirector
Tarrie MillerDirector
Thomas M ForrestDirector-at-large
Revenue and Support

Revenue Composition

Contributions and Grants
$215,318
Program Service Revenue
$468,761
Investment Income
$4,573
Other Revenue
$0
All Other Contributions
$155,318
Change in Net Assets
$55,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$487,925
Grants and Similar Amounts Paid$145,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$182,371$75,710-$258,081
Grants to Domestic Orgs$145,000--$145,000
Conferences and Meetings$109,174--$109,174
Fees for Services Accounting$13,956$1,551-$15,507
Office Expenses$1,327$8,455-$9,782
Occupancy$1,851$7,754-$9,605
All Other Expenses$4,988$555-$5,543
Other Expenses$1,499$167-$1,666
Information Technology$559$788-$1,347
Total Functional Expenses$537,000$95,925$0$632,925
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of DelawareNewark, DE-Trust Minor Course$145,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Delaware financial education alliance engages delaware bankers association to provide management services. Fees paid to delaware bankers association are listed in the supplemental information to this return.”

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

“The organization's form 990 is distributed electronically to the governing body prior to submission.”

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

“Per the written conflict of interest policy: the organization's president will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the chairman of the board of directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.”

Form 990, Part VI, Section B, Line 15

“Delaware financial education alliance does not have compensation expense because they engage delaware bankers association to provide management services. The delaware bankers associaton's personnel committee uses data from a compensation survey provided by the ohio bankers league.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Delaware Financial Education
EIN
22-2549908
Phone
3026740202
Address
PO BOX 494, DOVER, DE 19903

Signing Officer

Name
Sarah a Long
Title
President, CEO & Treasurer
Phone
3026740202
Signed
2020-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah a Long
Formed
1983
Legal Domicile
De
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Pks & Company Pa
Address
1801 SWEETBAY DRIVE, SALISBURY, MD 21804
Preparer
Andrew M Haynie CPA
Phone
4105465600
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“No changes from prior year”

Raw XML AppendixShowing 400 of 572 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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/TitleTxt13PRESIDENT, CEO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP, MEMBERSHIP & ADMINISTRATION
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IRS990/InformationTechnologyGrp/ProgramServicesAmt0559
IRS990/InformationTechnologyGrp/TotalAmt01347
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01215
IRS990/InvestmentIncomeGrp/ExclusionAmt04573
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04573
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06254
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt06254
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL LITERACY TRAINING DESIGNED FOR AND TARGETED TO PERSONS OF LOW AND MODERATE INCOME IN THE STATE OF DELAWARE THROUGH A VARIETY OF EDUCATIONAL PROGRAMS AND TO PROVIDE QUALITY TRAINING PROGRAMS TO EMPLOYEES OF MEMBER BANKS IN THE FINANCIAL SERVICES INDUSTRY IN DELAWARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0407428
IRS990/NetAssetsOrFundBalancesEOYAmt0463155
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0343685
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0398664
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07754
IRS990/OccupancyGrp/ProgramServicesAmt01851
IRS990/OccupancyGrp/TotalAmt09605
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08455
IRS990/OfficeExpensesGrp/ProgramServicesAmt01327
IRS990/OfficeExpensesGrp/TotalAmt09782
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1COLLEGE CLASSES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3SOFTWARE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0282
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1663
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2167
IRS990/OtherExpensesGrp/ProgramServicesAmt053778
IRS990/OtherExpensesGrp/ProgramServicesAmt116528
IRS990/OtherExpensesGrp/ProgramServicesAmt25969
IRS990/OtherExpensesGrp/ProgramServicesAmt31499
IRS990/OtherExpensesGrp/TotalAmt053778
IRS990/OtherExpensesGrp/TotalAmt116810
IRS990/OtherExpensesGrp/TotalAmt26632
IRS990/OtherExpensesGrp/TotalAmt31666
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025046
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026950
IRS990/PrincipalOfficerNm0SARAH A LONG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0468761
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0468761
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0239380
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0145000
IRS990/PYInvestmentIncomeAmt03814
IRS990/PYOtherExpensesAmt0526043
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0550843
IRS990/PYRevenuesLessExpensesAmt0122994
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0671043
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0794037
IRS990/ReconcilationRevenueExpnssAmt055727
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0468761
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0262810
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0448574
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0213743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0239380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0235000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0305000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066137
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01059260
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04573
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03814
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01655
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0865
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01260
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0468761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0550843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0510327
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0447175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0465272
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02442378
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01655
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01260
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012167
IRS990ScheduleA/InvestmentIncomeCYPct00.00350
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81600
IRS990ScheduleA/PublicSupportPY509Pct00.79650
IRS990ScheduleA/PublicSupportTotal509Amt02867138
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0113720
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0129879
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0112174
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0101887
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0176840
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0634500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0113720
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0129879
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0112174
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0101887
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0176840
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0634500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0682504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0790223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0745327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0752175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0531409
IRS990ScheduleA/Total509Grp/TotalAmt03501638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0687077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0794037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0746982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0753040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0532669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03513805
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/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06254
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06254
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0145000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TRUST MINOR COURSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF DELAWARE
IRS990ScheduleI/RecipientTable/RecipientEIN0516000297
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt024 E MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWARK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DE
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019716
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES A STATUS REPORT ON AN ANNUAL BASIS, TO INCLUDE INFORMATION REGARDING THE PROGRESS OF THE TRUST AND WEALTH MANAGEMENT PROGRAM MILESTONES AND AN ACCOUNTING AS TO THE USE OF THE FUNDS.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$608,641
Liabilities
$145,486
Net assets
$463,155
Revenue
$688,652
Expenses
$632,925
Net income
$55,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.59$0.24$9.35$6.85$5.96$0.89
2024Summary only. Only limited summary data is available for this year.$8.56$0.10$8.46$6.43$5.28$1.16
2023Summary only. Only limited summary data is available for this year.$7.62$0.31$7.30$6.75$4.95$1.79
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.69$5.51$5.68$4.81$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$1.22$4.63$4.93$4.93$0.00
2020Detailed filing. Detailed filing data is available for this year.$6.09$1.45$4.63$6.89$6.33$0.56
2020Summary only. Only limited summary data is available for this year.$6.09$1.45$4.63$6.89$6.33$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.65$4.07$7.94$6.71$1.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.23$2.84$7.47$7.17$0.30
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.89$2.55$7.53$7.04$0.49
2016Detailed filing. Detailed filing data is available for this year.$2.27$0.21$2.06$5.33$5.20$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.20$1.93$4.32$3.88$0.44
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.23$1.49$3.62$3.17$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.13$1.04$3.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.43$0.59$3.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.68$0.53$5.50
Peer Organizations

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