Civic Intelligence

The Melmark Charitable Foundation

EIN 23-2446806 • 501(c)3 • Berwyn, PA

Profile

The foundation is a publicly supported organization whose mission is to carry out the purposes of melmark, inc., and other affiliated exempt and publicly supported organizations which are devoted to meeting the needs of individuals with developmental disabilities and/or mental health disorders.

2600 Wayland RoadBerwyn, PA 19312

www.melmark.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.42x

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

501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

1.25x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

60th percentile

9.4%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

54%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$16,144,759

Up $1,572,891 (+11%) from 2016

Liabilities

Up

$6,837,689

Up $453,021 (+7.1%) from 2016

Net Assets

Up

$9,307,070

Up $1,119,870 (+14%) from 2016

Operations
Liabilities / Revenue83rd percentileNet Margin60th percentile

Revenue

Up

$5,460,462

Up $1,912,291 (+54%) from 2016

Expenses

Up

$4,948,852

Up $1,708,138 (+53%) from 2016

Net Income

Up

$511,610

Up $204,153 (+66%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $6,035,902Liabilities 2011: $1,187,081Net Assets 2011: $4,848,8212011Assets 2012: $5,819,966Liabilities 2012: $398,718Net Assets 2012: $5,421,2482012Assets 2013: $10,688,372Liabilities 2013: $482,524Net Assets 2013: $10,205,8482013Assets 2014: $13,530,906Liabilities 2014: $5,496,654Net Assets 2014: $8,034,2522014Assets 2015: $14,930,268Liabilities 2015: $6,788,002Net Assets 2015: $8,142,2662015Assets 2016: $14,571,868Liabilities 2016: $6,384,668Net Assets 2016: $8,187,2002016Assets 2017: $16,144,759Liabilities 2017: $6,837,689Net Assets 2017: $9,307,0702017

Highlighted filing

2017

Assets$16,144,759
Liabilities$6,837,689
Net Assets$9,307,070
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2011: $1,753,0952011Revenue 2012: $2,953,135Expenses 2012: $2,270,465Net Income 2012: $682,6702012Expenses 2013: $1,759,5202013Revenue 2014: $4,645,523Expenses 2014: $1,451,651Net Income 2014: $3,193,8722014Revenue 2015: $3,629,360Expenses 2015: $2,611,010Net Income 2015: $1,018,3502015Revenue 2016: $3,548,171Expenses 2016: $3,240,714Net Income 2016: $307,4572016Revenue 2017: $5,460,462Expenses 2017: $4,948,852Net Income 2017: $511,6102017

Highlighted filing

2017

Revenue$5,460,462
Expenses$4,948,852
Net Income$511,610
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$16,144,759
Liabilities
$6,837,689
Net assets
$9,307,070
Revenue
$5,460,462
Expenses
$4,948,852
Net income
$511,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$16.1$6.84$9.31$5.46$4.95$0.51
2016Detailed filing. Detailed filing data is available for this year.$14.6$6.38$8.19$3.55$3.24$0.31
2015Detailed filing. Detailed filing data is available for this year.$14.9$6.79$8.14$3.63$2.61$1.02
2014Detailed filing. Detailed filing data is available for this year.$13.5$5.50$8.03$4.65$1.45$3.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.48$10.2$1.76
2012Summary only. Only limited summary data is available for this year.$5.82$0.40$5.42$2.95$2.27$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.04$1.19$4.85$1.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 3, 2018
Return Version
2016v3.0
Gross Receipts
$7,203,442
Mission and Program Overview

Mission

The foundation is a publicly supported organization whose mission is to carry out the purposes of melmark, inc., and other affiliated exempt and publicly supported organizations which are devoted to meeting the needs of individuals with developmental disabilities and/or mental health disorders.

The foundation is a publicly supported organization whose mission is to carry out the purposes of melmark, inc., and other affiliated exempt and publicly supported organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,822,767$12,527,055▲ $704,288
Pledges and Grants Receivable$1,527,989$2,310,707▲ $782,718
Cash and Non-Interest-Bearing Accounts$1,094,266$1,306,997▲ $212,731
Total Assets$14,571,868$16,144,759▲ $1,572,891
Other Assets Total$126,846--
Liabilities
Other Liabilities$6,359,646$6,808,261▲ $448,615
Accounts Payable and Accrued Expenses$25,022$29,428▲ $4,406
Total Liabilities$6,384,668$6,837,689▲ $453,021
Net Assets / Fund Balance
Unrestricted Net Assets$7,886,440$8,379,427▲ $492,987
Permanently Rstr Net Assets$205,000$806,000▲ $601,000
Temporarily Rstr Net Assets$95,760$121,643▲ $25,883
Total Net Assets Fund Balance$8,187,200$9,307,070▲ $1,119,870
Total Liabilities and Net Assets / Fund Balance$14,571,868$16,144,759▲ $1,572,891

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,121,504$719,261▲ $992,244-$8,833,009
2015$6,819,553$317,925▼ $15,974-$7,121,504
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Rita M Gardner Mph Laba BcbaBoard Chair (effect. 6/13/17)
Jeffrey a MorrisonBoard Vice Chair (thru 3/15/17)
Karen MattoxAsst. Board Secretary
Blakely PageBoard Member
Bo FleitasBoard Member
Dennis WillsonBoard Member
Howard MayerBoard Member
Mara MayerBoard Member
Mary Gene ClavinBoard Member
Mimi GreenlyBoard Member
Stephen KrentelBoard Member
Dennis FlynnBoard Member (thru 10/14/16)
Joseph M ZakrzewskiBoard Treasurer
Dr Joanne Gillis-donovan Ph DFormer Board Secretary
Ellen M DonohoeFormer VP-advancement
Revenue and Support

Revenue Composition

Contributions and Grants
$5,063,811
Program Service Revenue
$0
Investment Income
$185,955
Other Revenue
$210,696
All Other Contributions
$4,933,211
Change in Net Assets
$511,610

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,666,303
Revenue Not Reported on Financial Statements
$-205,841
Revenue Not Reported on Form 990
$837,248
Other Revenue Adjustments
$-205,841
Total Revenue per Audited Statements
$6,503,551
Total Revenue per Form 990
$5,460,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,074,756
Other Expenses$874,096
Total Fundraising Expense$804,282
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,074,756--$4,074,756
Payments to Affiliates--$801,084$801,084
Fees for Services Other-$30,164$3,198$33,362
Fees for Services Accounting-$20,000-$20,000
Office Expenses-$689-$689
Other Expenses-$474-$474
Fees for Services Legal-$380-$380
Total Functional Expenses$4,074,756$69,814$804,282$4,948,852

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,383,681
Expenses per Audited Statements$4,948,852
Total Expenses per Form 990$4,948,852
Expenses Not Reported on Form 990$434,829
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Melmark IncBerwyn, PA501(c)(3)General Support$4,074,756
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$416,537
Fundraising Direct Expenses$205,841
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Classic$404,457$276,707$31,195$245,512
Fore Mne$124,070$121,220$20,999$100,221
Total Events$547,137$416,537$205,841$210,696
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Beneficial Interest Payable to Affiliate$6,776,086
Due to Affiliate$32,175
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 A, Line 2

“Howard mayer, board member, and mara mayer, board member, have a family relationship.”

Form 990, Part VI, Section A, Line 6

“The organization has members as a result of melmark services being the sole member of the foundation.”

Form 990, Part VI, Section A, Line 7A

“The organization has members who may elect members of the governing body as a result of melmark services being the sole member of the foundation.”

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

“The form 990 is prepared by our independent auditors and reviewed by the president/ceo and the vp/cfo to ensure accuracy in reporting. The 990 is then distributed to the entire board for review prior to filing.”

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

“Conflicts are disclosed and reported annually along with the policy statement. Where there is a conflict, the member would recuse themselves from any related board action. In addition, senior management regularly reviews the relationship to ensure that there is no inurement, an impermissible transaction or an excess benefit transaction.”

Form 990, Part VI, Section C, Line 19

“The organization makes available to the public the form 990 and financial statements upon request for the same period of disclosure as set forth in section 6104(d).”

PART VII, COMPENSATION OF OFFICERS, DIRECTORS AND EMPLOYEES:

“Compensation of employees are paid through melmark, inc., a related party.”

Filing and Contact Details

Filer

Filer Name
The Melmark Charitable Foundation
EIN
23-2446806
Phone
6103531726
Address
2600 WAYLAND ROAD, BERWYN, PA 19312

Signing Officer

Name
Rita M Gardner Mph Laba Bcba
Title
Board Chair
Phone
6103531726
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita M Gardner Mph L
Formed
1986
Legal Domicile
De
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Rsm US Llp
Address
518 TOWNSHIP LINE ROAD SUITE 300, BLUE BELL, PA 19422
Preparer
Lynne Johnson
Phone
2156418600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest payable to affiliate -228,988.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of three funds. Its endowment includes two donor-restricted endowment funds and a fund designated by the foundation's board of directors to function as an endowment. Endowment net assets, including the fund designated by the foundation to function as an endowment, are classified and reported based on the existence or absence of donor-imposed restrictions.”

PART X, LINE 2:

“The foundation is exempt from income tax under the provisions of section 501(c)(3) of the internal revenue code and are generally exempt from federal and state income taxes. Accordingly, there is no provision for income taxes. Management assesses its tax exempt status annually and believes it is not likely that the foundation's tax exempt position would be challenged and subject to tax consequences within the next year. However, the foundation's tax years from 2014 through 2017 remain subject to examination by tax jurisdiction under both federal and state statutes of limitations.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct special event expenses reported on form 990, part viii, line 8b -205,841.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest payable to affiliate 228,988. Direct special event expenses reported on form 990, part viii, line 8b 205,841.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER (THRU 10/14/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CHAIR (EFFECT. 6/13/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASST. BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13FORMER VP-ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14FORMER BOARD SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0130600
IRS990/FundraisingDirectExpensesAmt0205841
IRS990/FundraisingGrossIncomeAmt0416537
IRS990/GainOrLossGrp/SecuritiesAmt0-50830
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01486309
IRS990/GrossReceiptsAmt07203442
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt012527055
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01537139
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION WHOSE MISSION IS TO CARRY OUT THE PURPOSES OF MELMARK, INC., AND OTHER AFFILIATED EXEMPT AND PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE DEVOTED TO MEETING THE NEEDS OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND/OR MENTAL HEALTH DISORDERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08187200
IRS990/NetAssetsOrFundBalancesEOYAmt09307070
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-50830
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-50830
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0210696
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0210696
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0837248
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0689
IRS990/OfficeExpensesGrp/TotalAmt0689
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0126846
IRS990/OtherChangesInNetAssetsAmt0-228988
IRS990/OtherExpensesGrp/Desc0MISC EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012246
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15861
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2474
IRS990/OtherExpensesGrp/TotalAmt012246
IRS990/OtherExpensesGrp/TotalAmt15861
IRS990/OtherExpensesGrp/TotalAmt2474
IRS990/OtherLiabilitiesGrp/BOYAmt06359646
IRS990/OtherLiabilitiesGrp/EOYAmt06808261
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt0801084
IRS990/PaymentsToAffiliatesGrp/TotalAmt0801084
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0205000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0806000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01527989
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02310707
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RITA M GARDNER MPH L
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02980097
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02131695
IRS990/PYInvestmentIncomeAmt0212222
IRS990/PYOtherExpensesAmt01109019
IRS990/PYOtherRevenueAmt0355852
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0307457
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03240714
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03548171
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0511610
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05063811
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02980097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03313498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03494274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05848931
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020700611
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0236785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0174983
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0150988
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0152723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0167853
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0883332
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83990
IRS990ScheduleA/PublicSupportPY170Pct00.94860
IRS990ScheduleA/PublicSupportTotal170Amt018127327
IRS990ScheduleA/SubstantialContributorsTotAmt02573284
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05063811
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02980097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03313498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03494274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05848931
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020700611
IRS990ScheduleA/TotalSupportAmt021583943
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/BoardDesignatedBalanceEOYPct00.90880
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07121504
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0719261
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08833009
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0992244
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06819553
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0317925
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07121504
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15974
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0434829
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04948852
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0837248
IRS990ScheduleD/OtherExpensesIncludedAmt0434829
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06776086
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt132175
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFICIAL INTEREST PAYABLE TO AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-205841
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.09120
IRS990ScheduleD/RevenueNotReportedAmt0837248
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-205841
IRS990ScheduleD/RevenueSubtotalAmt05666303
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF THREE FUNDS. ITS ENDOWMENT INCLUDES TWO DONOR-RESTRICTED ENDOWMENT FUNDS AND A FUND DESIGNATED BY THE FOUNDATION'S BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT. ENDOWMENT NET ASSETS, INCLUDING THE FUND DESIGNATED BY THE FOUNDATION TO FUNCTION AS AN ENDOWMENT, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. MANAGEMENT ASSESSES ITS TAX EXEMPT STATUS ANNUALLY AND BELIEVES IT IS NOT LIKELY THAT THE FOUNDATION'S TAX EXEMPT POSITION WOULD BE CHALLENGED AND SUBJECT TO TAX CONSEQUENCES WITHIN THE NEXT YEAR. HOWEVER, THE FOUNDATION'S TAX YEARS FROM 2014 THROUGH 2017 REMAIN SUBJECT TO EXAMINATION BY TAX JURISDICTION UNDER BOTH FEDERAL AND STATE STATUTES OF LIMITATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT SPECIAL EVENT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -205,841.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3CHANGE IN BENEFICIAL INTEREST PAYABLE TO AFFILIATE 228,988. DIRECT SPECIAL EVENT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 205,841.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04948852
IRS990ScheduleD/TotalLiabilityAmt06808261
IRS990ScheduleD/TotalRevenuePerForm990Amt05460462
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06503551
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05383681
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0130600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0127750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02850
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0205841
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CLASSIC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FORE MNE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04998
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt015588
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt020586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0404457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0124070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0547137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0276707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0121220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0416537
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0210696

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