Civic Intelligence

Lancaster Education Foundation

990 • Fiscal year 2020 • EIN 23-2583874

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 2021

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

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

42nd percentile

1.9%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,752,186

Down $264,727 (-13%) from 2019

Net Assets

Down

$1,723,936

Down $50,208 (-2.8%) from 2019

Liabilities

Down

$28,250

Down $214,519 (-88%) from 2019

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin42nd percentile

Revenue

Down

$533,531

Down $828,582 (-61%) from 2019

Expenses

Down

$523,420

Down $699,538 (-57%) from 2019

Net Income

Down

$10,111

Down $129,044 (-93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2020

Assets$1,752,186
Liabilities$28,250
Net Assets$1,723,936
Open 2020 Filing

Operations Trend

Revenue Growth5th 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

2020

Revenue$533,531
Expenses$523,420
Net Income$10,111
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.2
Gross Receipts
$583,027
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$1,370,738$1,330,716▼ $40,022
Savings and Temporary Cash Investments$532,189$320,761▼ $211,428
Cash and Non-Interest-Bearing Accounts$104,912$74,605▼ $30,307
Pledges and Grants Receivable$7,500$25,000▲ $17,500
Prepaid Expenses and Deferred Charges$1,574$1,104▼ $470
Total Assets$2,016,913$1,752,186▼ $264,727
Liabilities
Deferred Revenue$242,769$0▼ $242,769
Mortgage Notes Payable Secured by Investment Property$0$23,100▲ $23,100
Accounts Payable and Accrued Expenses$0$5,150▲ $5,150
Total Liabilities$242,769$28,250▼ $214,519
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,350,412$1,381,029▲ $30,617
Net Assets Without Donor Restrictions$423,732$342,907▼ $80,825
Total Net Assets Fund Balance$1,774,144$1,723,936▼ $50,208
Total Liabilities and Net Assets / Fund Balance$2,016,913$1,752,186▼ $264,727

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$254,219--$104,354$149,865
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
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Marcy RadcliffePresident
Christine CarriganVice President
Adam SchottDirector
Annette PlazaDirector
Barbara BobenDirector
Bill ZeeDirector
Candace RoperDirector
Carol LongDirector
Eric BaytalaDirector
Jen KopfDirector
Margaret HazlettDirector
Peggy ZieglerDirector
Robin GoodsonDirector
Stacie Molnar-mainDirector
Erin BavingtonSecretary
Dr Damaris RauSuperintendent
Revenue and Support

Revenue Composition

Contributions and Grants
$466,120
Program Service Revenue
$0
Investment Income
$54,504
Other Revenue
$12,907
All Other Contributions
$354,714
Change in Net Assets
$10,111

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$43,000Actual Cost
Total Noncash Contributions$43,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$533,531
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,112
Total Revenue per Audited Statements
$534,643
Total Revenue per Form 990
$533,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$343,465
Salaries, Compensation, and Employee Benefits$118,030
Other Expenses$61,925
Total Fundraising Expense$34,566
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$197,055--$197,055
Grants to Domestic Orgs$146,410--$146,410
Other Salaries and Wages$36,731$46,540$26,345$109,616
Fees for Services Other-$21,041-$21,041
Fees for Services Accounting-$19,211-$19,211
Office Expenses$643$5,615$4,927$11,185
Payroll Taxes$2,820$3,572$2,022$8,414
Other Expenses$5,884--$5,884
Insurance-$2,115-$2,115
Conferences and Meetings$608$609$609$1,826
Advertising--$663$663
Total Functional Expenses$390,151$98,703$34,566$523,420

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$584,842
Expenses per Audited Statements$523,420
Total Expenses per Form 990$523,420
Expenses Not Reported on Form 990$61,422
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of LancasterLancaster, PA-Educational Grants$146,410
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,499
Fundraising Direct Expenses$15,592
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Breakfast$28,499$28,499$15,592$12,907
Total Events$28,499$28,499$15,592$12,907
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 35% controlled entity
No
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, Part VI, Section A, 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, Part VI, Section B, Line 11B

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

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

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

Form 990, Part VI, Section B, Line 15B

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

Form 990, Part VI, Section C, 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
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcy Radcliffe
Formed
1989
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
40

Preparer

Firm
Trout CPA
Address
1705 OREGON PIKE, LANCASTER, PA 17601
Preparer
Brian Groff
Phone
7175692900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The audited financial statements are reviewed by the board president and executive director before discussion at the annual board meeting.”

Financial Statement Notes

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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense 15,592.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense 15,592.”

Part V, Line 1E, Column (A)

“Other expenditures for facilities and programs includes adjustments and corrections to endowment balances, and reclassification amounts for endowment funds no longer classified as funds with donor restrictions in perpetuity.”

Raw XML AppendixShowing 400 of 536 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt015592
IRS990/FundraisingGrossIncomeAmt028499
IRS990/GainOrLossGrp/SecuritiesAmt0-1977
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt075000
IRS990/GrantAmt0343465
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0197055
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0197055
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0146410
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0146410
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt031927
IRS990/GrossReceiptsAmt0583027
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02115
IRS990/InsuranceGrp/TotalAmt02115
IRS990/InvestmentIncomeGrp/ExclusionAmt056481
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056481
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01370738
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01330716
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033904
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt036406
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS TO SUPPORT TEACHING EXCELLENCE AND STUDENT SUCCESS IN THE SCHOOL DISTRICT OF LANCASTER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt023100
IRS990/NetAssetsOrFundBalancesBOYAmt01774144
IRS990/NetAssetsOrFundBalancesEOYAmt01723936
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1977
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1977
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt012907
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt012907
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-60310
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0423732
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0342907
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt043000
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt04927
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05615
IRS990/OfficeExpensesGrp/ProgramServicesAmt0643
IRS990/OfficeExpensesGrp/TotalAmt011185
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt05884
IRS990/OtherExpensesGrp/TotalAmt05884
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt026345
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046540
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt036731
IRS990/OtherSalariesAndWagesGrp/TotalAmt0109616
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02022
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03572
IRS990/PayrollTaxesGrp/ProgramServicesAmt02820
IRS990/PayrollTaxesGrp/TotalAmt08414
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01574
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01104
IRS990/PrincipalOfficerNm0MARCY RADCLIFFE
IRS990/PriorPeriodAdjustmentsAmt0-9
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01234502
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01067764
IRS990/PYInvestmentIncomeAmt0112155
IRS990/PYOtherExpensesAmt044888
IRS990/PYOtherRevenueAmt015456
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0139155
IRS990/PYSalariesCompEmpBnftPaidAmt0110306
IRS990/PYTotalExpensesAmt01222958
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01362113
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt010111
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0532189
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0320761
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME $ 118,792
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10 - OTHER INCOME DETAIL
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0466120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01234502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01041013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0407881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0862830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04012346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt056481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0104285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt076623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019019
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0319331
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt028499
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt029222
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt010866
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt022996
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt027209
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0118792
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90160
IRS990ScheduleA/PublicSupportPY170Pct00.90750
IRS990ScheduleA/PublicSupportTotal170Amt04012346
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0466120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01234502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01041013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0407881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0862830
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04012346
IRS990ScheduleA/TotalSupportAmt04450469
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/BoardDesignatedBalanceEOYPct00.07110
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0254219
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0149865
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0104354
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0241770
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01135
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0254219
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0224156
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0241770
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08879
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0188506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016748
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0224156
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01504
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020406
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt091810
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt019289
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0111099
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt045830
IRS990ScheduleD/DonatedServicesUseFcltsAmt045830
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt061422
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0523420
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-60310
IRS990ScheduleD/OtherExpensesIncludedAmt015592
IRS990ScheduleD/OtherRevenueAmt015592
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.92890
IRS990ScheduleD/RevenueNotReportedAmt01112
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0533531
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 15,592.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSE 15,592.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS INCLUDES ADJUSTMENTS AND CORRECTIONS TO ENDOWMENT BALANCES, AND RECLASSIFICATION AMOUNTS FOR ENDOWMENT FUNDS NO LONGER CLASSIFIED AS FUNDS WITH DONOR RESTRICTIONS IN PERPETUITY.

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,752,186
Liabilities
$28,250
Net assets
$1,723,936
Revenue
$533,531
Expenses
$523,420
Net income
$10,111
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