Civic Intelligence

The Schechter Institutes Inc.

990 • Fiscal year 2015 • EIN 22-3342043

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

Organization ProfileN/A
101 Greenwood Ave No 610Jenkintown, PA 19046

(215) 884-1331

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

49th percentile

2.5%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

3rd percentile

-26%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$2,488,309

Down $891,638 (-26%) from 2014

Net Assets

Down

$2,487,809

Down $498,918 (-17%) from 2014

Liabilities

Down

$500

Down $392,720 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin49th percentile

Revenue

Down

$4,769,484

Down $1,379,686 (-22%) from 2014

Expenses

Down

$4,650,304

Down $1,125,823 (-19%) from 2014

Net Income

Down

$119,180

Down $253,863 (-68%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,755,064Liabilities 2010: $0Net Assets 2010: $1,755,0642010Assets 2011: $1,045,052Liabilities 2011: $0Net Assets 2011: $1,045,0522011Assets 2012: $2,014,392Liabilities 2012: $0Net Assets 2012: $2,014,3922012Assets 2013: $1,333,882Liabilities 2013: $0Net Assets 2013: $1,333,8822013Assets 2014: $3,379,947Liabilities 2014: $393,220Net Assets 2014: $2,986,7272014Assets 2015: $2,488,309Liabilities 2015: $500Net Assets 2015: $2,487,8092015Assets 2016: $5,079,045Liabilities 2016: $8,549Net Assets 2016: $5,070,4962016Assets 2017: $2,921,547Liabilities 2017: $680Net Assets 2017: $2,920,8672017Assets 2018: $4,655,181Liabilities 2018: $1,516Net Assets 2018: $4,653,6652018Assets 2019: $2,960,348Liabilities 2019: $2,854Net Assets 2019: $2,957,4942019Assets 2020: $3,233,931Liabilities 2020: $1,495Net Assets 2020: $3,232,4362020Assets 2021: $4,883,553Liabilities 2021: $1,674Net Assets 2021: $4,881,8792021Assets 2022: $5,327,882Liabilities 2022: $1,583Net Assets 2022: $5,326,2992022Assets 2023: $5,376,106Liabilities 2023: $1,761Net Assets 2023: $5,374,3452023Assets 2024: $6,936,485Liabilities 2024: $6,055Net Assets 2024: $6,930,4302024

Highlighted filing

2015

Assets$2,488,309
Liabilities$500
Net Assets$2,487,809
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,356,1572010Expenses 2011: $6,224,6072011Expenses 2012: $5,111,2782012Revenue 2013: $5,084,147Expenses 2013: $5,760,259Net Income 2013: -$676,1122013Revenue 2014: $6,149,170Expenses 2014: $5,776,127Net Income 2014: $373,0432014Revenue 2015: $4,769,484Expenses 2015: $4,650,304Net Income 2015: $119,1802015Revenue 2016: $7,412,946Expenses 2016: $4,873,172Net Income 2016: $2,539,7742016Revenue 2017: $3,154,307Expenses 2017: $5,513,769Net Income 2017: -$2,359,4622017Revenue 2018: $6,778,721Expenses 2018: $4,924,293Net Income 2018: $1,854,4282018Revenue 2019: $2,761,943Expenses 2019: $4,618,205Net Income 2019: -$1,856,2622019Revenue 2020: $4,915,582Expenses 2020: $4,658,639Net Income 2020: $256,9432020Revenue 2021: $6,382,140Expenses 2021: $5,086,313Net Income 2021: $1,295,8272021Revenue 2022: $6,007,275Expenses 2022: $5,307,189Net Income 2022: $700,0862022Revenue 2023: $5,573,719Expenses 2023: $5,518,734Net Income 2023: $54,9852023Revenue 2024: $6,128,772Expenses 2024: $4,647,291Net Income 2024: $1,481,4812024

Highlighted filing

2015

Revenue$4,769,484
Expenses$4,650,304
Net Income$119,180
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Gross Receipts
$5,083,223
Mission and Program Overview

Mission

The institute was formed to help fashion an israel society and jewish world secure in its jewish roots and strong in its democratic values.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,601,789$941,974▼ $659,815
Cash and Non-Interest-Bearing Accounts$744,548$511,550▼ $232,998
Investments in Publicly Traded Securities$802,549$457,065▼ $345,484
Investments Other Securities$198,325$446,695▲ $248,370
Accounts Receivable$32,736$131,025▲ $98,289
Total Assets$3,379,947$2,488,309▼ $891,638
Liabilities
Grants Payable$385,094--
Accounts Payable and Accrued Expenses$8,126$500▼ $7,626
Total Liabilities$393,220$500▼ $392,720
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,000,000$1,000,000→ $0
Unrestricted Net Assets$1,442,793$972,707▼ $470,086
Temporarily Rstr Net Assets$543,934$515,102▼ $28,832
Total Net Assets Fund Balance$2,986,727$2,487,809▼ $498,918
Total Liabilities and Net Assets / Fund Balance$3,379,947$2,488,309▼ $891,638

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$127,452--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,000,874$0▼ $5,536$91,578$903,760
2014$1,028,729-▲ $17,966$45,821$1,000,874
2013$1,056,899-▲ $55,105$83,275$1,028,729
2012$1,000,000-▲ $114,570$57,671$1,056,899
2011$1,040,502-▼ $27,580$12,922$1,000,000
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Saul I SandersChairman
Aaron PriestBoard Member
Bruce WhizinBoard Member
Diane WohlBoard Member
Gershon KekstBoard Member
Hubert J BrandtBoard Member
Jonathan AaronBoard Member
Lewis KrulwichBoard Member
Lynne GallerBoard Member
Rabbi Michael GotliebBoard Member
Rabbi Philip S ScheimBoard Member
Rabbi Prof David GolinkinBoard Member
Robert S RifkindBoard Member
Stephen J LovellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Lapin GroupProfessional Services101 GREENWOOD AVE NO 610, Jenkintown, PA 19046$132,000
Revenue and Support

Revenue Composition

Contributions and Grants
$4,744,771
Program Service Revenue
$0
Investment Income
$22,563
Other Revenue
$2,150
All Other Contributions
$4,744,771
Change in Net Assets
$119,180

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,769,484
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-28,099
Total Revenue per Audited Statements
$4,741,385
Total Revenue per Form 990
$4,769,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,442,903
Professional Fundraising Fees$132,000
Total Fundraising Expense$132,000
Other Expenses$75,401
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$4,442,903--$4,442,903
Fees for Services Professional Fundraising--$132,000$132,000
Office Expenses-$31,831-$31,831
Fees for Services Other-$14,921-$14,921
Travel-$12,469-$12,469
Fees for Services Accounting-$11,561-$11,561
Insurance-$2,213-$2,213
Other Expenses-$1,546-$1,546
Fees for Services Legal-$860-$860
Total Functional Expenses$4,442,903$75,401$132,000$4,650,304

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,650,304
Total Expenses per Audited Statements$4,650,304
Total Expenses per Form 990$4,650,304
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
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
Yes
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$132,000
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
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
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, Section B, Line 11

“The audit committee receives a copy of the form 990 in advance of filing to review on behalf of the board. Once the audit committee reviews the form 990, it is distributed to all members of the governing body.”

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

“Annually, each board member is required to disclose conflicts of interest.”

Form 990, Part VI, Section C, Line 18

“The institute makes its form 990 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The institute will make all documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Schechter Institutes Inc
EIN
22-3342043
Phone
2158841331
Address
101 GREENWOOD AVE NO 610, JENKINTOWN, PA 19046

Signing Officer

Name
Stephen J Lovell
Title
Treasurer
Phone
2158301119
Signed
2016-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen J Lovell
Formed
1993
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Mercadien Pc
Address
PO BOX 7648, PRINCETON, NJ 08543-7648
Preparer
Kyle a Neeld CPA
Phone
6096899700
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2B

“The institute has a committee that takes responsibilities for the oversight of the audit and the approval of the form 990 prior to filing. There have been no changes to the processes from the prior year.”

Form 990, Part IV, Line 11F

“The organization does not have any uncertain tax positions under fin 48 (asc 740) so this disclosure is no longer required based on recent guidance by the aicpa.”

Raw XML AppendixShowing 400 of 622 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/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02213
IRS990/InsuranceGrp/TotalAmt02213
IRS990/InvestmentIncomeGrp/ExclusionAmt025987
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025987
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0198325
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0446695
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0802549
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0457065
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0313739
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE INSTITUTE WAS FORMED TO HELP FASHION AN ISRAEL SOCIETY AND JEWISH WORLD SECURE IN ITS JEWISH ROOTS AND STRONG IN ITS DEMOCRATIC VALUES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt02986727
IRS990/NetAssetsOrFundBalancesEOYAmt02487809
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3424
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3424
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-28099
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031831
IRS990/OfficeExpensesGrp/TotalAmt031831
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STORAGE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01546
IRS990/OtherExpensesGrp/TotalAmt01546
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0BOOK SALES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02150
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02150
IRS990/OtherRevenueTotalAmt02150
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01000000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01000000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01601789
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0941974
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN J LOVELL
IRS990/PriorPeriodAdjustmentsAmt0-589999
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06093603
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05543751
IRS990/PYInvestmentIncomeAmt052438
IRS990/PYOtherExpensesAmt0100376
IRS990/PYOtherRevenueAmt03129
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0373043
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05776127
IRS990/PYTotalProfFndrsngExpnsAmt0132000
IRS990/PYTotalRevenueAmt06149170
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0119180
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04744771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06093603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05015739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05964512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05539839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027358464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt037971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034402
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0152935
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02149
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03129
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt08905
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01536
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02336
IRS990ScheduleA/OtherIncome170Grp/TotalAmt018055
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99380
IRS990ScheduleA/PublicSupportPY170Pct00.99330
IRS990ScheduleA/PublicSupportTotal170Amt027358464
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04744771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06093603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05015739
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05964512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05539839
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027358464
IRS990ScheduleA/TotalSupportAmt027529454
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/CYEndwmtFundGrp/BeginningYearBalanceAmt01000874
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0903760
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5536
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt091578
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01028729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01000874
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017966
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt045821
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01056899
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01028729
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055105
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt083275
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01056899
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0114570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt057671
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01040502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-27580
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt012922
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04650304
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-28099
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0188297
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1130946
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2127452
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ISHARES CORE HIGH DIVIDEND ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ISHARES MSCI EAFE
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ISHARES CORE U.S. AGGREGATE BOND ETF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-28099
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04769484
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0446695
IRS990ScheduleD/TotalExpensesPerForm990Amt04650304
IRS990ScheduleD/TotalRevenuePerForm990Amt04769484
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04741385
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04650304
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt04423103
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt119800
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt0N/A
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/DescriptionOfNonCashAsstTxt1N/A
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0MIDDLE EAST
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1MIDDLE EAST
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc1BOOK
IRS990ScheduleF/InterestInForeignTrustInd00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,488,309
Liabilities
$500
Net assets
$2,487,809
Revenue
$4,769,484
Expenses
$4,650,304
Net income
$119,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.94$0.01$6.93$6.13$4.65$1.48
2023Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.37$5.57$5.52$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$6.01$5.31$0.70
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$6.38$5.09$1.30
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$4.92$4.66$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$2.76$4.62$1.86
2018Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.65$6.78$4.92$1.85
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$3.15$5.51$2.36
2016Detailed filing. Detailed filing data is available for this year.$5.08$0.01$5.07$7.41$4.87$2.54
2015Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$4.77$4.65$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.38$0.39$2.99$6.15$5.78$0.37
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$5.08$5.76$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$5.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$6.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$4.36