Civic Intelligence

Nfa Foundation Inc.

990 • Fiscal year 2017 • EIN 22-2678033

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 07, 2017

Organization ProfileWWW.NFASCHOOL.ORG
321 BroadwayNorwich, CT 06360-3547

(860) 887-2505

Siviq Scores

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

Liabilities / Assets

18th percentile

0.04x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.91x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$151,220

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

4.2%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$75,503,020

Up $6,311,330 (+9.1%) from 2016

Net Assets

Up

$72,559,146

Up $6,491,394 (+9.8%) from 2016

Liabilities

Down

$2,943,874

Down $180,064 (-5.8%) from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin74th percentile

Revenue

Up

$3,232,826

Up $129,888 (+4.2%) from 2016

Expenses

Down

$2,746,099

Down $511,485 (-16%) from 2016

Net Income

Up

$486,727

Up $641,373 (+415%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$100M$50M$0Assets 2010: $54,178,709Liabilities 2010: $1,486,613Net Assets 2010: $52,692,0962010Assets 2011: $61,168,068Liabilities 2011: $1,743,997Net Assets 2011: $59,424,0712011Assets 2012: $58,123,209Liabilities 2012: $2,311,641Net Assets 2012: $55,811,5682012Assets 2013: $64,863,605Liabilities 2013: $3,071,812Net Assets 2013: $61,791,7932013Assets 2014: $73,826,236Liabilities 2014: $2,105,544Net Assets 2014: $71,720,6922014Assets 2015: $73,617,753Liabilities 2015: $3,141,867Net Assets 2015: $70,475,8862015Assets 2016: $69,191,690Liabilities 2016: $3,123,938Net Assets 2016: $66,067,7522016Assets 2017: $75,503,020Liabilities 2017: $2,943,874Net Assets 2017: $72,559,1462017Assets 2018: $78,998,657Liabilities 2018: $2,648,856Net Assets 2018: $76,349,8012018Assets 2019: $80,648,346Liabilities 2019: $3,147,675Net Assets 2019: $77,500,6712019Assets 2020: $79,362,336Liabilities 2020: $3,684,545Net Assets 2020: $75,677,7912020Assets 2021: $96,937,787Liabilities 2021: $3,723,027Net Assets 2021: $93,214,7602021Assets 2022: $77,129,817Liabilities 2022: $4,314,830Net Assets 2022: $72,814,9872022Assets 2023: $80,177,189Liabilities 2023: $4,355,404Net Assets 2023: $75,821,7852023Assets 2024: $85,767,761Liabilities 2024: $4,301,012Net Assets 2024: $81,466,7492024Assets 2025: $92,282,022Liabilities 2025: $4,308,709Net Assets 2025: $87,973,3132025

Highlighted filing

2017

Assets$75,503,020
Liabilities$2,943,874
Net Assets$72,559,146
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$20M$10M$0-$10MExpenses 2010: $1,222,6122010Revenue 2011: $2,332,521Expenses 2011: $5,695,386Net Income 2011: -$3,362,8652011Expenses 2012: $2,250,8122012Expenses 2013: $2,302,8602013Revenue 2014: $3,104,222Expenses 2014: $1,005,003Net Income 2014: $2,099,2192014Revenue 2015: $4,301,628Expenses 2015: $2,650,696Net Income 2015: $1,650,9322015Revenue 2016: $3,102,938Expenses 2016: $3,257,584Net Income 2016: -$154,6462016Revenue 2017: $3,232,826Expenses 2017: $2,746,099Net Income 2017: $486,7272017Revenue 2018: $5,822,986Expenses 2018: $2,325,224Net Income 2018: $3,497,7622018Revenue 2019: $3,263,606Expenses 2019: $3,669,163Net Income 2019: -$405,5572019Revenue 2020: $3,787,771Expenses 2020: $3,939,380Net Income 2020: -$151,6092020Revenue 2021: $4,783,238Expenses 2021: $5,559,306Net Income 2021: -$776,0682021Revenue 2022: $5,415,738Expenses 2022: $14,635,807Net Income 2022: -$9,220,0692022Revenue 2023: $3,730,231Expenses 2023: $3,831,267Net Income 2023: -$101,0362023Revenue 2024: $5,507,209Expenses 2024: $3,870,297Net Income 2024: $1,636,9122024Revenue 2025: $4,600,603Expenses 2025: $3,937,824Net Income 2025: $662,7792025

Highlighted filing

2017

Revenue$3,232,826
Expenses$2,746,099
Net Income$486,727
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 7, 2017
Return Version
2016v3.0
Gross Receipts
$12,934,838
Mission and Program Overview

Mission

The nfa foundation advances opportunities at norwich free academy by soliciting, accepting, and prudently managing donated and endowed funds. The foundation actively builds awareness, engages alumni, nurtures relationships, and develops partnerships to benefit the academy's students, faculty, and staff.

To solicit and receive contributions for the norwich free academy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$59,447,805$58,290,184▼ $1,157,621
Investments Other Securities$9,585,303$16,857,769▲ $7,272,466
Savings and Temporary Cash Investments$143,482$339,767▲ $196,285
Pledges and Grants Receivable$15,100$15,300▲ $200
Total Assets$69,191,690$75,503,020▲ $6,311,330
Liabilities
Other Liabilities$3,099,629$2,915,629▼ $184,000
Accounts Payable and Accrued Expenses$24,309$28,245▲ $3,936
Total Liabilities$3,123,938$2,943,874▼ $180,064
Net Assets / Fund Balance
Temporarily Rstr Net Assets$26,885,676$29,017,275▲ $2,131,599
Unrestricted Net Assets$23,612,752$27,283,117▲ $3,670,365
Permanently Rstr Net Assets$15,569,324$16,258,754▲ $689,430
Total Net Assets Fund Balance$66,067,752$72,559,146▲ $6,491,394
Total Liabilities and Net Assets / Fund Balance$69,191,690$75,503,020▲ $6,311,330

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,649,662--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$59,740,756$883,533▲ $8,377,119$2,859,014$66,142,394
2015$63,423,804$814,060▼ $1,772,409$2,724,699$59,740,756
2014$63,624,688$784,071▲ $877,738$1,862,693$63,423,804
2013$53,739,191$1,192,826▲ $9,551,120$858,449$63,624,688
2012$45,702,095$1,722,783▲ $8,006,134$1,691,821$53,739,191
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Keith FontainePresident and Director
Allyn BrownVice President and Director
Devol JoynerDirector
Diana BoisclairDirector
Gary CarignanDirector
Jeffrey BlindermanDirector
Mark TramontozziDirector
Michael Rauh JrDirector
Sarette WilliamsDirector
Thomas HammondDirector
Todd PostlerDirector
Matthew AmaroSecretary and Director
Lucinda FingerCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,167,880
Program Service Revenue
$0
Investment Income
$2,064,946
Other Revenue
$0
All Other Contributions
$1,167,880
Change in Net Assets
$486,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,516,914
Other Expenses$786,577
Salaries, Compensation, and Employee Benefits$442,608
Total Fundraising Expense$442,507
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,516,914--$1,516,914
Other Salaries and Wages$68,548$140,361$117,512$326,421
Occupancy$15,373$31,475$26,352$73,200
All Other Expenses$13,425$27,489$23,014$63,928
Fees for Services Other$12,657$25,916$21,697$60,270
Other Employee Benefits$11,421$23,386$19,579$54,386
Other Expenses$10,453$21,403$17,919$49,775
Pension Plan Contributions$7,744$15,857$13,275$36,876
Payroll Taxes$5,234$10,718$8,973$24,925
Fees for Services Legal$1,089$2,230$1,867$5,186
Fees for Services Accounting$630$1,290$1,080$3,000
Total Functional Expenses$1,775,041$528,551$442,507$2,746,099
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Norwich Free AcademyNorwich, CT501(c)(3)Charitable$1,516,914

International Summary

Offices
0
Employees
0
Spending
$5,590,383

International Compliance

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
Central America and the CaribbeanInvestments-00$5,590,383
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
Due to Affiliates$2,915,629
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is provided to the board of trustees and reviewed prior to filing.”

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

“Each board member and key employee receives the policy on an annual basis. They are required to sign an acknowledgement that they understand and have complied. Any relationship must be disclosed.”

Form 990, Part VI, Section B, Line 15

“Compensation of the director is approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available through the secretary of the state office. Financial statements are provided to the city of norwich, chefa, moody's and standard & poors. Policies can be made available to anyone requesting them. Form 990 is available to the public upon specific request or through irs websites.”

Filing and Contact Details

Filer

Filer Name
Nfa Foundation Inc
EIN
22-2678033
Phone
8608872505
Address
321 BROADWAY, NORWICH, CT 06360-3547

Signing Officer

Name
Lucinda Finger
Title
CFO
Phone
8608872505
Signed
2017-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucinda Finger
Formed
1986
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
0

Preparer

Firm
BLUM SHAPIRO & COMPANY PC CPA'S
Address
29 S MAIN STREET PO BOX 272000, WEST HARTFORD, CT 06127-2000
Preparer
Chrstine Dimenna
Phone
8605614000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed for the oversight process or selections process during the tax year.”

Financial Statement Notes

PART III, LINE 1A:

“The corporation owns a museum with collections of paintings, castes, statuary, artifacts and various other items. Collection items acquired either through purchase or donation are not capitalized. Purchases of collection items are recorded as decreases in unrestricted net assets if purhcased with unrestricted assets and as decreases in temporarily restricted or permanently restricted net assets if purchased with donor-restricted assets. Contributions of collection items are not recognized in the statement of activities. Proceeds from deaccessions or insurance recoveries are reflected on the statement of activities based on the absence or existence and nature of donor-imposed restrictions.”

PART III, LINE 4:

“The museum displays and interprets the best examples of fine and decorative art, representing a broad range of world cultures of the americas, asia, europe, and africa. The collections include 18th-20th century american paintings and decorative arts, 17th-19th century european paintings and decorative arts, african and oceanic sculptures, native american objects, and a plaster caste collection of egyptian, archaic, greek, roman and renaissance sculpture.”

PART V, LINE 4:

“The endowment is used for student scholarships as well as for support of programs, a museum and facilities.”

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IRS990/GainOrLossGrp/SecuritiesAmt0819272
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt01516914
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01516914
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01516914
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010521284
IRS990/GrossReceiptsAmt012934838
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01245674
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01245674
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09585303
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016857769
IRS990/InvestmentsPubTradedSecGrp/BOYAmt059447805
IRS990/InvestmentsPubTradedSecGrp/EOYAmt058290184
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09702012
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE NFA FOUNDATION IS TO SOLICIT AND RECEIVE CONTRIBUTIONS, GRANTS, AND BEQUESTS FOR THE NORWICH FREE ACADEMY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt066067752
IRS990/NetAssetsOrFundBalancesEOYAmt072559146
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0819272
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0819272
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06004667
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt026352
IRS990/OccupancyGrp/ManagementAndGeneralAmt031475
IRS990/OccupancyGrp/ProgramServicesAmt015373
IRS990/OccupancyGrp/TotalAmt073200
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt019579
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023386
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011421
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054386
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2ADVISOR FEES
IRS990/OtherExpensesGrp/Desc3STUDENT ACTIVITIES
IRS990/OtherExpensesGrp/FundraisingAmt0110928
IRS990/OtherExpensesGrp/FundraisingAmt160692
IRS990/OtherExpensesGrp/FundraisingAmt219619
IRS990/OtherExpensesGrp/FundraisingAmt317919
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0132497
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt172495
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt223434
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt321403
IRS990/OtherExpensesGrp/ProgramServicesAmt064708
IRS990/OtherExpensesGrp/ProgramServicesAmt135401
IRS990/OtherExpensesGrp/ProgramServicesAmt211444
IRS990/OtherExpensesGrp/ProgramServicesAmt310453
IRS990/OtherExpensesGrp/TotalAmt0308133
IRS990/OtherExpensesGrp/TotalAmt1168588
IRS990/OtherExpensesGrp/TotalAmt254497
IRS990/OtherExpensesGrp/TotalAmt349775
IRS990/OtherLiabilitiesGrp/BOYAmt03099629
IRS990/OtherLiabilitiesGrp/EOYAmt02915629
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0117512
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0140361
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt068548
IRS990/OtherSalariesAndWagesGrp/TotalAmt0326421
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08973
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010718
IRS990/PayrollTaxesGrp/ProgramServicesAmt05234
IRS990/PayrollTaxesGrp/TotalAmt024925
IRS990/PensionPlanContributionsGrp/FundraisingAmt013275
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015857
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07744
IRS990/PensionPlanContributionsGrp/TotalAmt036876
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt015569324
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt016258754
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015100
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015300
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LUCINDA FINGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0614108
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01903541
IRS990/PYInvestmentIncomeAmt02488830
IRS990/PYOtherExpensesAmt0952084
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-154646
IRS990/PYSalariesCompEmpBnftPaidAmt0401959
IRS990/PYTotalExpensesAmt03257584
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03102938
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0486727
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0143482
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0339767
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NFA FOUNDATION, INC IS A 501(C)(3) ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC. THE ORGANIZATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST UNDER REG. 1.170A-9(F)(3).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01167880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0614108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0532572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0792194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0681182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03787936
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01245674
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01438810
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01510284
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01322776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01510283
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07027827
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.31120
IRS990ScheduleA/PublicSupportPY170Pct00.30510
IRS990ScheduleA/PublicSupportTotal170Amt03366276
IRS990ScheduleA/SubstantialContributorsTotAmt0421660
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01167880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0614108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0532572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0792194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0681182
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03787936
IRS990ScheduleA/TotalSupportAmt010815763
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/BoardDesignatedBalanceEOYPct00.45190
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt059740756
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0883533
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt066142394
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08377119
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02859014
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt063423804
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0814060
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt059740756
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1772409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02724699
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt063624688
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0784071
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt063423804
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0877738
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01862693
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt053739191
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01192826
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt063624688
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09551120
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0858449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt045702095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01722783
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt053739191
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08006134
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01691821
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02915629
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0347323
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15590383
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24270401
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt36649662
IRS990ScheduleD/OtherSecuritiesGrp/Desc0IRREVOCABLE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1WEATHERLOW OFFSHORE FUND I LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc2BARINGS CORE PROPERTY FUND, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3WELLINGTON TRUST COMPANY, N.A. CTF OPP. INVESMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.24580

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,503,020
Liabilities
$2,943,874
Net assets
$72,559,146
Revenue
$3,232,826
Expenses
$2,746,099
Net income
$486,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$92.3$4.31$88.0$4.60$3.94$0.66
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.8$4.30$81.5$5.51$3.87$1.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.2$4.36$75.8$3.73$3.83$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.1$4.31$72.8$5.42$14.6$9.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.9$3.72$93.2$4.78$5.56$0.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.4$3.68$75.7$3.79$3.94$0.15
2019Detailed filing. Detailed filing data is available for this year.$80.6$3.15$77.5$3.26$3.67$0.41
2018Detailed filing. Detailed filing data is available for this year.$79.0$2.65$76.3$5.82$2.33$3.50
2017Detailed filing. Detailed filing data is available for this year.$75.5$2.94$72.6$3.23$2.75$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$3.12$66.1$3.10$3.26$0.15
2015Detailed filing. Detailed filing data is available for this year.$73.6$3.14$70.5$4.30$2.65$1.65
2014Detailed filing. Detailed filing data is available for this year.$73.8$2.11$71.7$3.10$1.01$2.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.9$3.07$61.8$2.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.1$2.31$55.8$2.25
2011Summary only. Only limited summary data is available for this year.$61.2$1.74$59.4$2.33$5.70$3.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.2$1.49$52.7$1.22
Peer Organizations

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