Civic Intelligence

Lancaster Education Foundation

990 • Fiscal year 2019 • EIN 23-2583874

Jul 01, 2018 to Jun 30, 2019 • Filed on May 12, 2020

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

56th percentile

0.12x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.18x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$43,501

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$2,016,913

Down $502,729 (-20%) from 2018

Net Assets

Up

$1,774,144

Up $144,238 (+8.8%) from 2018

Liabilities

Down

$242,769

Down $646,967 (-73%) from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin66th percentile

Revenue

Up

$1,362,113

Up $236,394 (+21%) from 2018

Expenses

Up

$1,222,958

Up $94,747 (+8.4%) from 2018

Net Income

Up

$139,155

Up $141,647 (+5684%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2019

Assets$2,016,913
Liabilities$242,769
Net Assets$1,774,144
Open 2019 Filing

Operations Trend

Revenue Growth75th 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

2019

Revenue$1,362,113
Expenses$1,222,958
Net Income$139,155
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2020
Return Version
2018v3.2
Gross Receipts
$1,444,992
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$1,324,891$1,370,738▲ $45,847
Savings and Temporary Cash Investments$1,106,132$532,189▼ $573,943
Cash and Non-Interest-Bearing Accounts$45,269$104,912▲ $59,643
Accounts Receivable$41,776$7,500▼ $34,276
Prepaid Expenses and Deferred Charges$1,574$1,574→ $0
Total Assets$2,519,642$2,016,913▼ $502,729
Liabilities
Deferred Revenue$889,736$242,769▼ $646,967
Total Liabilities$889,736$242,769▼ $646,967
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,158,272$1,261,818▲ $103,546
Unrestricted Net Assets$332,727$372,584▲ $39,857
Permanently Rstr Net Assets$138,907$139,742▲ $835
Total Net Assets Fund Balance$1,629,906$1,774,144▲ $144,238
Total Liabilities and Net Assets / Fund Balance$2,519,642$2,016,913▼ $502,729

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$241,770$1,135▲ $11,614-$254,219
2017$224,156$11,060▲ $8,879-$241,770
2016$188,506$16,748▲ $20,406-$224,156
2015$91,810$19,289--$111,099
2014$72,920$16,180▲ $2,710-$91,810
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paul E Richer IiExec DirectPT$43,501$43,501

Board Members and Trustees

NameTitle
Marcy RadcliffeBoard Presid
Annette PlazaDirector
Barbara BobenDirector
Candace RoperDirector
Evelin La PazDirector
Peggy ZieglerDirector
Robin GoodsonDirector
Stacie Molnar-mainDirector
William ZeeDirector
Dan FalconeDirector (to
Ken ForsterDirector (to
Preston KilgoreDirector (to
Thomas JwatersDirector (to
Joyce NoltAlumni Presi
Dr Damaris RauSchool Super
Erin BavingtonSecretary
Christine CarriganVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,234,502
Program Service Revenue
$0
Investment Income
$112,155
Other Revenue
$15,456
All Other Contributions
$349,364
Change in Net Assets
$139,155

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Books and Publications-$28,350Actual Cost
Other Non Cash Contri Table1$2,000Actual Cost
Total Noncash Contributions1$30,350-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,362,113
Revenue Not Reported on Form 990
$62,538
Total Revenue per Audited Statements
$1,424,651
Total Revenue per Form 990
$1,362,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,067,764
Salaries, Compensation, and Employee Benefits$110,306
Other Expenses$44,888
Total Fundraising Expense$31,279
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$877,980--$877,980
Grants to Domestic Orgs$189,784--$189,784
Other Salaries and Wages$41,844$30,031$14,193$86,068
Fees for Services Other-$25,667-$25,667
Current Officers, Directors, Trustees, and Key Employees$2,317$4,634$8,495$15,446
Office Expenses$571$5,303$4,530$10,404
Payroll Taxes$3,825$3,002$1,965$8,792
Other Expenses$4,378--$4,378
Insurance-$2,115-$2,115
Advertising--$1,982$1,982
Conferences and Meetings$114$114$114$342
Total Functional Expenses$1,120,813$70,866$31,279$1,222,958

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,280,413
Expenses per Audited Statements$1,222,958
Total Expenses per Form 990$1,222,958
Expenses Not Reported on Form 990$57,455
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of LancasterLancaster, PA-Educational Grants$96,592
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,222
Fundraising Direct Expenses$13,766
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Breakfast$12,417$12,417$4,542$7,875
Extraordinary G$25,560$5,145$4,286$859
Total Events$49,637$29,222$13,766$15,456
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 board president 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
Marcy Radcliffe
Title
Board President
Phone
7173918660
Signed
2020-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcy Radcliffe
Formed
1989
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
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

Financial Statement Notes

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 13,766”

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

“Direct fundraising expense 13,766”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESID
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5ALUMNI PRESI
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR (TO
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (TO
IRS990/Form990PartVIISectionAGrp/TitleTxt8SCHOOL SUPER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (TO
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (TO
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXEC DIRECT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt020415
IRS990/FundraisingDirectExpensesAmt013766
IRS990/FundraisingGrossIncomeAmt029222
IRS990/GainOrLossGrp/SecuritiesAmt07870
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0847258
IRS990/GrantAmt01067764
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0877980
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0877980
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0189784
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0189784
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt076983
IRS990/GrossReceiptsAmt01444992
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02115
IRS990/InsuranceGrp/TotalAmt02115
IRS990/InvestmentIncomeGrp/ExclusionAmt0104285
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104285
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01324891
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01370738
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt069113
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt017465
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/NetAssetsOrFundBalancesBOYAmt01629906
IRS990/NetAssetsOrFundBalancesEOYAmt01774144
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07870
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07870
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt015456
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015456
IRS990/NetUnrlzdGainsLossesInvstAmt05083
IRS990/NoncashContributionsAmt030350
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt04530
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05303
IRS990/OfficeExpensesGrp/ProgramServicesAmt0571
IRS990/OfficeExpensesGrp/TotalAmt010404
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt04378
IRS990/OtherExpensesGrp/TotalAmt04378
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014193
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030031
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041844
IRS990/OtherSalariesAndWagesGrp/TotalAmt086068
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01965
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03002
IRS990/PayrollTaxesGrp/ProgramServicesAmt03825
IRS990/PayrollTaxesGrp/TotalAmt08792
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0138907
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0139742
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01574
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01574
IRS990/PrincipalOfficerNm0MARCY RADCLIFFE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01041013
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0924352
IRS990/PYInvestmentIncomeAmt076623
IRS990/PYOtherExpensesAmt066120
IRS990/PYOtherRevenueAmt0-2550
IRS990/PYProgramServiceRevenueAmt010633
IRS990/PYRevenuesLessExpensesAmt0-2492
IRS990/PYSalariesCompEmpBnftPaidAmt0137739
IRS990/PYTotalExpensesAmt01128211
IRS990/PYTotalRevenueAmt01125719
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0139155
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01106132
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0532189
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME 111,703
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01234502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01041013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0407881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0862830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0323675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03869901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0104285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt076623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt062923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019688
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0282538
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010633
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt029222
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010866
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt022996
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt027209
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt021410
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0111703
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90750
IRS990ScheduleA/PublicSupportPY170Pct00.91530
IRS990ScheduleA/PublicSupportTotal170Amt03869901
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01234502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01041013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0407881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0862830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0323675
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03869901
IRS990ScheduleA/TotalSupportAmt04264142
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0241770
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01135
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0254219
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0300
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011614
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0224156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011060
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0241770
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08879
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0188506
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt016748
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0224156
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020406
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt091810
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019289
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0111099
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt072920
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt016180
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt091810
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02710
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt043689
IRS990ScheduleD/DonatedServicesUseFcltsAmt043689
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt057455
IRS990ScheduleD/ExpensesSubtotalAmt01222958
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05083
IRS990ScheduleD/OtherExpensesIncludedAmt013766
IRS990ScheduleD/OtherRevenueAmt013766
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.55000
IRS990ScheduleD/RevenueNotReportedAmt062538
IRS990ScheduleD/RevenueSubtotalAmt01362113
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1DIRECT FUNDRAISING EXPENSE 13,766
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSE 13,766

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,016,913
Liabilities
$242,769
Net assets
$1,774,144
Revenue
$1,362,113
Expenses
$1,222,958
Net income
$139,155
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