Civic Intelligence

Lancaster Education Foundation

990 • Fiscal year 2018 • EIN 23-2583874

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 01, 2019

Organization ProfileWWW.LANCASTEREDFND.COM
445 N Reservoir StreetLancaster, PA 17602

(717) 391-8660

Siviq Scores

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

Liabilities / Assets

74th percentile

0.35x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.79x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

39th percentile

-0.2%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$56,009

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

10th percentile

-14%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

103%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$2,519,642

Down $410,300 (-14%) from 2017

Net Assets

Up

$1,629,906

Up $10,270 (+0.6%) from 2017

Liabilities

Down

$889,736

Down $420,570 (-32%) from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin39th percentile

Revenue

Up

$1,125,719

Up $571,988 (+103%) from 2017

Expenses

Up

$1,128,211

Up $654,709 (+138%) from 2017

Net Income

Down

-$2,492

Down $82,721 (-103%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $644,056Liabilities 2011: $10,953Net Assets 2011: $633,1032011Assets 2012: $552,071Liabilities 2012: $8,940Net Assets 2012: $543,1312012Assets 2013: $1,112,174Liabilities 2013: $518,399Net Assets 2013: $593,7752013Assets 2014: $1,279,496Liabilities 2014: $664,906Net Assets 2014: $614,5902014Assets 2015: $1,542,595Liabilities 2015: $864,831Net Assets 2015: $677,7642015Assets 2016: $2,602,978Liabilities 2016: $1,104,398Net Assets 2016: $1,498,5802016Assets 2017: $2,929,942Liabilities 2017: $1,310,306Net Assets 2017: $1,619,6362017Assets 2018: $2,519,642Liabilities 2018: $889,736Net Assets 2018: $1,629,9062018Assets 2019: $2,016,913Liabilities 2019: $242,769Net Assets 2019: $1,774,1442019Assets 2020: $1,752,186Liabilities 2020: $28,250Net Assets 2020: $1,723,9362020Assets 2021: $2,259,114Liabilities 2021: $0Net Assets 2021: $2,259,1142021Assets 2022: $1,968,063Liabilities 2022: $804Net Assets 2022: $1,967,2592022Assets 2023: $1,985,027Liabilities 2023: $875Net Assets 2023: $1,984,1522023Assets 2024: $2,380,640Liabilities 2024: $0Net Assets 2024: $2,380,6402024Assets 2025: $2,639,690Liabilities 2025: $0Net Assets 2025: $2,639,6902025

Highlighted filing

2018

Assets$2,519,642
Liabilities$889,736
Net Assets$1,629,906
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $402,653Expenses 2011: $205,207Net Income 2011: $197,4462011Revenue 2012: $317,455Expenses 2012: $407,427Net Income 2012: -$89,9722012Revenue 2013: $479,043Expenses 2013: $428,399Net Income 2013: $50,6442013Revenue 2014: $491,056Expenses 2014: $470,241Net Income 2014: $20,8152014Revenue 2015: $364,773Expenses 2015: $301,599Net Income 2015: $63,1742015Revenue 2016: $1,160,850Expenses 2016: $411,381Net Income 2016: $749,4692016Revenue 2017: $553,731Expenses 2017: $473,502Net Income 2017: $80,2292017Revenue 2018: $1,125,719Expenses 2018: $1,128,211Net Income 2018: -$2,4922018Revenue 2019: $1,362,113Expenses 2019: $1,222,958Net Income 2019: $139,1552019Revenue 2020: $533,531Expenses 2020: $523,420Net Income 2020: $10,1112020Revenue 2021: $831,559Expenses 2021: $517,540Net Income 2021: $314,0192021Revenue 2022: $602,374Expenses 2022: $606,187Net Income 2022: -$3,8132022Revenue 2023: $654,911Expenses 2023: $791,811Net Income 2023: -$136,9002023Revenue 2024: $779,507Expenses 2024: $566,111Net Income 2024: $213,3962024Revenue 2025: $678,480Expenses 2025: $619,208Net Income 2025: $59,2722025

Highlighted filing

2018

Revenue$1,125,719
Expenses$1,128,211
Net Income-$2,492
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 1, 2019
Return Version
2017v2.3
Gross Receipts
$1,139,135
Mission and Program Overview

Mission

The mission of the foundation is to support teaching excellence and student success in the school district of lancaster.

Provide special programs to enhance the education opportunities for students in the school district of lancaster.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,679,353$1,324,891▼ $354,462
Savings and Temporary Cash Investments$1,161,383$1,106,132▼ $55,251
Cash and Non-Interest-Bearing Accounts$39,852$45,269▲ $5,417
Accounts Receivable$47,780$41,776▼ $6,004
Prepaid Expenses and Deferred Charges$1,574$1,574→ $0
Total Assets$2,929,942$2,519,642▼ $410,300
Liabilities
Deferred Revenue$1,305,769$889,736▼ $416,033
Accounts Payable and Accrued Expenses$3,641--
Escrow Account Liability$896--
Total Liabilities$1,310,306$889,736▼ $420,570
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,026,482$1,158,272▲ $131,790
Unrestricted Net Assets$465,307$332,727▼ $132,580
Permanently Rstr Net Assets$127,847$138,907▲ $11,060
Total Net Assets Fund Balance$1,619,636$1,629,906▲ $10,270
Total Liabilities and Net Assets / Fund Balance$2,929,942$2,519,642▼ $410,300

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$127,847$11,060--$138,907
2016$111,099$16,748--$127,847
2015$91,810$19,289--$111,099
2014$72,920$16,180▲ $2,710-$91,810
2013$72,150$770--$72,920
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paul E Richer IiExecutive DiPT$56,009$56,009

Board Members and Trustees

NameTitle
Barbara BobenBoard Presid
Ann FultonDirector
Dan FalconeDirector
Evelin De La PazDirector
Ken ForsterDirector
Marcy RadcliffeDirector
Mary ForsterDirector
Peggy ZieglerDirector
Preston KilgoreDirector
Scott KuhnDirector
Thomas JwatersDirector
William ZeeDirector
Candace RoperSdol Board M
Joyce NoltAlumni Presi
Dr Damaris RauSchool Super
Stacie Molnar-main EddSecretary
Adam HawkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,041,013
Program Service Revenue
$10,633
Investment Income
$76,623
Other Revenue
$-2,550
All Other Contributions
$303,786
Change in Net Assets
$-2,492

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Books and Publications$30,710Actual Cost
Total Noncash Contributions$30,710-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,125,719
Revenue Not Reported on Form 990
$69,920
Total Revenue per Audited Statements
$1,195,639
Total Revenue per Form 990
$1,125,719
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$924,352
Salaries, Compensation, and Employee Benefits$137,739
Total Fundraising Expense$68,719
Other Expenses$66,120
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$637,518--$637,518
Grants to Domestic Orgs$286,834--$286,834
Other Salaries and Wages$26,936$22,891$18,843$68,670
Current Officers, Directors, Trustees, and Key Employees$8,401$11,202$36,406$56,009
Fees for Services Other-$25,725-$25,725
Office Expenses$665$11,181$6,257$18,103
Payroll Taxes$3,702$3,571$5,787$13,060
Conferences and Meetings$747$812$747$2,306
Insurance-$2,082-$2,082
Other Expenses$9,295$810-$810
Advertising--$679$679
Total Functional Expenses$974,098$85,394$68,719$1,128,211

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,185,369
Expenses per Audited Statements$1,128,211
Total Expenses per Form 990$1,128,211
Expenses Not Reported on Form 990$57,158
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of LancasterLancaster, PA-Educational Grants$159,868
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,416
Fundraising Gross Income$10,866
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Extraordinary G$23,860-$8,630-
Other$10,866$10,866$4,786$6,080
Total Events$34,726$10,866$13,416$-2,550
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
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
Yes
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, Page 6, Part VI, Line 6

“The alumni association, which is included in the foundation, is comprised of members who are former students of the school district of lancaster.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the president, treasurer and executive director before mailing.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is given out, reviewed and signed annually.”

Form 990, Page 6, Part VI, Line 15B

“Salaries and wages of all employees are reviewed by the executive committee.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by phone or email.”

Filing and Contact Details

Filer

Filer Name
Lancaster Education Foundation
EIN
23-2583874
Phone
7173918660
Address
445 N RESERVOIR STREET, LANCASTER, PA 17602

Signing Officer

Name
Barbara Boben
Title
Board President
Phone
7173918660
Signed
2019-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Boben
Formed
1989
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
40

Preparer

Firm
Brown Schultz Sheridan & Fritz
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
John W Bonawitz
Phone
7177617171
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“FUNDS.”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The organization holds and is custodian for "class monies". In accordance with state regulations, the foundation no longer accepts these monies from new classes, but holds existing funds until the respective classes request distributions.”

Schedule D, Page 2, Part V, Line 4

“The endowment fund consists of two funds: the foundation endowment which uses earnings to further the mission of the organization and a scholarship endowment which uses a percentage of earnings to pay out educational scholarships.”

Schedule D, Page 4, Part XI, Line 2D

“Direct fundraising expense 13,416”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expense 13,416”

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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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SDOL BOARD M
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALUMNI PRESI
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD PRESID
IRS990/Form990PartVIISectionAGrp/TitleTxt9SCHOOL SUPER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt023860
IRS990/FundraisingDirectExpensesAmt013416
IRS990/FundraisingGrossIncomeAmt010866
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0695017
IRS990/GrantAmt0924352
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0637518
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0637518
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0286834
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0286834
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01139135
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02082
IRS990/InsuranceGrp/TotalAmt02082
IRS990/InvestmentIncomeGrp/ExclusionAmt076623
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076623
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01679353
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01324891
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt018350
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS TO SUPPORT TEACHING EXCELLENCE AND STUDENT SUCCESS IN THE SCHOOL DISTRICT OF LANCASTER.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01619636
IRS990/NetAssetsOrFundBalancesEOYAmt01629906
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2550
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2550
IRS990/NetUnrlzdGainsLossesInvstAmt012762
IRS990/NoncashContributionsAmt030710
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt06257
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011181
IRS990/OfficeExpensesGrp/ProgramServicesAmt0665
IRS990/OfficeExpensesGrp/TotalAmt018103
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL MEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1810
IRS990/OtherExpensesGrp/ProgramServicesAmt09295
IRS990/OtherExpensesGrp/TotalAmt09295
IRS990/OtherExpensesGrp/TotalAmt17120
IRS990/OtherExpensesGrp/TotalAmt2810
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018843
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022891
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt026936
IRS990/OtherSalariesAndWagesGrp/TotalAmt068670
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05787
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03571
IRS990/PayrollTaxesGrp/ProgramServicesAmt03702
IRS990/PayrollTaxesGrp/TotalAmt013060
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0127847
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0138907
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01574
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01574
IRS990/PrincipalOfficerNm0BARBARA BOBEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010633
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010633
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0407881
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0292527
IRS990/PYInvestmentIncomeAmt062925
IRS990/PYOtherExpensesAmt044022
IRS990/PYOtherRevenueAmt02913
IRS990/PYProgramServiceRevenueAmt080012
IRS990/PYRevenuesLessExpensesAmt080229
IRS990/PYSalariesCompEmpBnftPaidAmt0136953
IRS990/PYTotalExpensesAmt0473502
IRS990/PYTotalRevenueAmt0553731
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2492
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt010633
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01161383
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01106132
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME 82,481
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01041013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0407881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0862830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0323675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0456423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03091822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt076623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt062923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025390
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0203643
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010633
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt010866
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt022996
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt027209
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt021410
IRS990ScheduleA/OtherIncome170Grp/TotalAmt082481
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91530
IRS990ScheduleA/PublicSupportPY170Pct00.92150
IRS990ScheduleA/PublicSupportTotal170Amt03091822
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01041013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0407881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0862830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0323675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0456423
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03091822
IRS990ScheduleA/TotalSupportAmt03377946
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0127847
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt011060
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0138907
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0111099
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt016748
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0127847
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt091810
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt019289
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0111099
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt072920
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016180
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt091810
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02710
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt072150
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0770
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt072920
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt043742
IRS990ScheduleD/DonatedServicesUseFcltsAmt043742
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt057158
IRS990ScheduleD/ExpensesSubtotalAmt01128211
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012762
IRS990ScheduleD/OtherExpensesIncludedAmt013416
IRS990ScheduleD/OtherRevenueAmt013416
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt069920
IRS990ScheduleD/RevenueSubtotalAmt01125719
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HOLDS AND IS CUSTODIAN FOR "CLASS MONIES". IN ACCORDANCE WITH STATE REGULATIONS, THE FOUNDATION NO LONGER ACCEPTS THESE MONIES FROM NEW CLASSES, BUT HOLDS EXISTING FUNDS UNTIL THE RESPECTIVE CLASSES REQUEST DISTRIBUTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ENDOWMENT FUND CONSISTS OF TWO FUNDS: THE FOUNDATION ENDOWMENT WHICH USES EARNINGS TO FURTHER THE MISSION OF THE ORGANIZATION AND A SCHOLARSHIP ENDOWMENT WHICH USES A PERCENTAGE OF EARNINGS TO PAY OUT EDUCATIONAL SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSE 13,416
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DIRECT FUNDRAISING EXPENSE 13,416
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,519,642
Liabilities
$889,736
Net assets
$1,629,906
Revenue
$1,125,719
Expenses
$1,128,211
Net income
-$2,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.68$0.62$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.78$0.57$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.98$0.65$0.79$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.60$0.61$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.83$0.52$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.03$1.72$0.53$0.52$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.24$1.77$1.36$1.22$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.52$0.89$1.63$1.13$1.13$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.93$1.31$1.62$0.55$0.47$0.08
2016Summary only. Only limited summary data is available for this year.$2.60$1.10$1.50$1.16$0.41$0.75
2015Summary only. Only limited summary data is available for this year.$1.54$0.86$0.68$0.36$0.30$0.06
2014Summary only. Only limited summary data is available for this year.$1.28$0.66$0.61$0.49$0.47$0.02
2013Summary only. Only limited summary data is available for this year.$1.11$0.52$0.59$0.48$0.43$0.05
2012Summary only. Only limited summary data is available for this year.$0.55$0.01$0.54$0.32$0.41$0.09
2011Summary only. Only limited summary data is available for this year.$0.64$0.01$0.63$0.40$0.21$0.20