Civic Intelligence

Marshall Community Foundation

990 • Fiscal year 2018 • EIN 23-7011281

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 12, 2019

Organization ProfileWWW.MARSHALLCF.ORG
614 Homer RoadMarshall, MI 49068

(269) 781-2273

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$63,600

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

59th percentile

4.3%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-17%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$14,502,571

Up $598,172 (+4.3%) from 2017

Net Assets

Up

$14,497,672

Up $593,273 (+4.3%) from 2017

Liabilities

Up

$4,899

Up $4,899 from 2017

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin86th percentile

Revenue

Down

$1,623,759

Down $333,885 (-17%) from 2017

Expenses

Up

$1,030,487

Up $161,141 (+19%) from 2017

Net Income

Down

$593,272

Down $495,026 (-45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30M$20M$10M$0Assets 2012: $10,567,997Liabilities 2012: $0Net Assets 2012: $10,567,9972012Assets 2013: $11,745,464Liabilities 2013: $0Net Assets 2013: $11,745,4642013Assets 2014: $12,585,520Liabilities 2014: $0Net Assets 2014: $12,585,5202014Assets 2015: $11,839,189Liabilities 2015: $0Net Assets 2015: $11,839,1892015Assets 2016: $12,816,101Liabilities 2016: $0Net Assets 2016: $12,816,1012016Assets 2017: $13,904,399Liabilities 2017: $0Net Assets 2017: $13,904,3992017Assets 2018: $14,502,571Liabilities 2018: $4,899Net Assets 2018: $14,497,6722018Assets 2019: $15,522,501Liabilities 2019: $0Net Assets 2019: $15,522,5012019Assets 2020: $15,454,992Liabilities 2020: $22,182Net Assets 2020: $15,432,8102020Assets 2021: $20,852,807Liabilities 2021: $63,927Net Assets 2021: $20,788,8802021Assets 2022: $17,090,125Liabilities 2022: $2,500Net Assets 2022: $17,087,6252022Assets 2023: $19,951,747Liabilities 2023: $95,074Net Assets 2023: $19,856,6732023Assets 2024: $24,113,738Liabilities 2024: $109,044Net Assets 2024: $24,004,6942024

Highlighted filing

2018

Assets$14,502,571
Liabilities$4,899
Net Assets$14,497,672
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $810,5032012Expenses 2013: $890,2982013Revenue 2014: $1,675,986Expenses 2014: $835,930Net Income 2014: $840,0562014Revenue 2015: $228,497Expenses 2015: $974,828Net Income 2015: -$746,3312015Revenue 2016: $1,946,137Expenses 2016: $969,225Net Income 2016: $976,9122016Revenue 2017: $1,957,644Expenses 2017: $869,346Net Income 2017: $1,088,2982017Revenue 2018: $1,623,759Expenses 2018: $1,030,487Net Income 2018: $593,2722018Revenue 2019: $1,983,447Expenses 2019: $958,618Net Income 2019: $1,024,8292019Revenue 2020: $1,001,326Expenses 2020: $1,091,017Net Income 2020: -$89,6912020Revenue 2021: $6,309,360Expenses 2021: $953,290Net Income 2021: $5,356,0702021Revenue 2022: $1,831,430Expenses 2022: $1,041,190Net Income 2022: $790,2402022Revenue 2023: $2,008,589Expenses 2023: $1,175,125Net Income 2023: $833,4642023Revenue 2024: $1,874,791Expenses 2024: $1,399,809Net Income 2024: $474,9822024

Highlighted filing

2018

Revenue$1,623,759
Expenses$1,030,487
Net Income$593,272
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jun 12, 2019
Return Version
2017v2.3
Gross Receipts
$1,623,759
Mission and Program Overview

Mission

To help make the marshall area an even better place to live, work, and raise a family by attracting endowed funds from a wide range of donors, serving as a conduit for special projects, and distributing grants in support of innovative programs... Mindful to carry out the intention of the donors.

To manage community endowment funds and to distribute grants from the earnings of the endowment funds for various community projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$13,337,065$14,041,277▲ $704,212
Savings and Temporary Cash Investments$478,316$348,457▼ $129,859
Cash and Non-Interest-Bearing Accounts$89,018$98,142▲ $9,124
Land, Buildings, and Equipment, Net$0$7,645▲ $7,645
Prepaid Expenses and Deferred Charges-$7,050-
Total Assets$13,904,399$14,502,571▲ $598,172
Liabilities
Other Liabilities$0$4,899▲ $4,899
Total Liabilities$0$4,899▲ $4,899
Net Assets / Fund Balance
Unrestricted Net Assets$12,004,473$12,541,390▲ $536,917
Temporarily Rstr Net Assets$1,899,926$1,956,282▲ $56,356
Total Net Assets Fund Balance$13,904,399$14,497,672▲ $593,273
Total Liabilities and Net Assets / Fund Balance$13,904,399$14,502,571▲ $598,172

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,645$56,512$64,157
Other Securities$14,041,277--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$8,877,989$304,012▲ $725,879-$9,356,894
2016$8,040,681$381,113▲ $911,675-$8,877,989
2015$7,543,981$90,799▲ $892,523-$8,040,681
2014$8,200,530$91,516▼ $111,249-$7,543,981
2013$7,585,498$37,644▲ $884,060-$8,200,530
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shannon TiernanExec DirectorFT$63,600$63,600

Board Members and Trustees

NameTitle
Jennifer CaplisPresident
Ronald SmithVice President
Dr Jay LarsonBoard Member
Dr Randy DavisBoard Member
James a PardoeBoard Member
Mark StuartBoard Member
Mary Jo ByrneBoard Member
Michael E KinterBoard Member
Rev Richard GertenBoard Member
Sandra DobbinsBoard Member
Thomas F FrankeBoard Member
Tom TarkiewiczBoard Member
Wendee WoodsBoard Member
Dr Lynne HaleySecretary
Frank E BoleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$524,229
Program Service Revenue
$0
Investment Income
$548,814
Other Revenue
$550,716
All Other Contributions
$524,229
Change in Net Assets
$593,272

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,623,759
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,623,759
Total Revenue per Form 990
$1,623,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$867,882
Salaries, Compensation, and Employee Benefits$109,029
Other Expenses$53,576
Total Fundraising Expense$16,258
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$770,982--$770,982
Grants to Domestic Individuals$96,900--$96,900
Current Officers, Directors, Trustees, and Key Employees$44,520$12,720$6,360$63,600
Comp Disqual Persons$24,478$6,994$3,497$34,969
Fees for Services Accounting$12,156$3,473$1,736$17,365
Payroll Taxes$5,491$1,569$784$7,844
Office Expenses$4,196$1,199$599$5,994
Advertising$3,158$902$451$4,511
Insurance$2,468$705$352$3,525
Fees for Services Legal$2,100$600$300$3,000
Occupancy$2,100$600$300$3,000
Pension Plan Contributions$1,831$523$262$2,616
Other Expenses$1,515$433$216$2,164
Conferences and Meetings$336$96$48$480
All Other Expenses$298$85$43$426
Travel$211$60$30$301
Total Functional Expenses$981,708$32,521$16,258$1,030,487

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,030,487
Total Expenses per Audited Statements$1,030,487
Total Expenses per Form 990$1,030,487
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached Schedule--Assist With College Education, Help With Needed Projects, Etc.-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Frank BoleyFrank Is the Treasurer and Also the Accountant.-No-
Mark StuartMark Is the President and Attorney.-No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Software Note$4,899
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Minutes are taken at every meeting. The previous meeting minutes are then aprroved at the next meeting.”

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

“The board does a review of the executive director every year.”

Form 990, Part VI, Section C, Line 19

“Form 990 available upon request. The annual report can be viewed on our website.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Jennifer caplis - 122 eastman, marshall, mi 49068. Ronald smith - 21197 17 1/2 mile road, marshall, mi 49068. Dr lynne haley - 15755 n drive north, marshall, mi 49068. Frank e. Boley - 53 friendship lane, marshall, mi 49068. Shannon tiernan - 614 homer road, marshall, mi 49068. Dr randy davis - 100 east green street, marshall, mi 49068. Thomas f. Franke - 410 north eagle, marshall, mi 49068. Michael e. Kinter - 211 chauncey court, marshall, mi 49068. Rev. Richard gerten - 352 n sycamore, marshall, mi 49068. James a. Pardoe - 1600 south kalamazoo, marshall, mi 49068. Sandra dobbins - 19400 d drive south, marshall, mi 49068. Dr jay larson - 337 north kalamazoo, marshall, mi 49068. Tom tarkiewicz - 506 forest court, marshall, mi 49068. Mary jo byrne - 729 east prospect, marshall, mi 49068. Wendee woods - 17220 16 mile road, marshall, mi 49068.”

Filing and Contact Details

Filer

Filer Name
Marshall Community Foundation
EIN
23-7011281
Phone
2697812273
Address
614 HOMER ROAD, MARSHALL, MI 49068

Signing Officer

Name
Jennifer Caplis
Title
President
Phone
2697812273
Signed
2019-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Caplis
Formed
1968
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
0

Preparer

Firm
Frank Boley & Co Pc
Address
1200 WEST MICHIGAN AVE, MARSHALL, MI 49068
Preparer
Heather Weberling Ea
Phone
2697891099
Raw XML AppendixShowing 400 of 526 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/TitleTxt0EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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 MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0867882
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt096900
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt096900
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0770982
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0770982
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01623759
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0352
IRS990/InsuranceGrp/ManagementAndGeneralAmt0705
IRS990/InsuranceGrp/ProgramServicesAmt02468
IRS990/InsuranceGrp/TotalAmt03525
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0548814
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0548814
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt013337065
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014041277
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt056512
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07645
IRS990/LandBldgEquipCostOrOtherBssAmt064157
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HELP MAKE THE MARSHALL AREA AN EVEN BETTER PLACE TO LIVE, WORK, AND RAISE A FAMILY BY ATTRACTING 98ENDOWED FUNDS FROM A WIDE RANGE OF DONORS, SERVING AS A CONDUIT FOR SPECIAL PROJECTS, AND DISTRIBUTING GRANTS IN SUPPORT OF INNOVATIVE PROGRAMS... MINDFUL TO CARRY OUT THE INTENTION OF THE DONORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013904399
IRS990/NetAssetsOrFundBalancesEOYAmt014497672
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0300
IRS990/OccupancyGrp/ManagementAndGeneralAmt0600
IRS990/OccupancyGrp/ProgramServicesAmt02100
IRS990/OccupancyGrp/TotalAmt03000
IRS990/OfficeExpensesGrp/FundraisingAmt0599
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01199
IRS990/OfficeExpensesGrp/ProgramServicesAmt04196
IRS990/OfficeExpensesGrp/TotalAmt05994
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2UTILITES
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt0595
IRS990/OtherExpensesGrp/FundraisingAmt1431
IRS990/OtherExpensesGrp/FundraisingAmt2254
IRS990/OtherExpensesGrp/FundraisingAmt3216
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01189
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1864
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2509
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3433
IRS990/OtherExpensesGrp/ProgramServicesAmt04163
IRS990/OtherExpensesGrp/ProgramServicesAmt13023
IRS990/OtherExpensesGrp/ProgramServicesAmt21782
IRS990/OtherExpensesGrp/ProgramServicesAmt31515
IRS990/OtherExpensesGrp/TotalAmt05947
IRS990/OtherExpensesGrp/TotalAmt14318
IRS990/OtherExpensesGrp/TotalAmt22545
IRS990/OtherExpensesGrp/TotalAmt32164
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt04899
IRS990/OtherRevenueMiscGrp/BusinessCd0900000
IRS990/OtherRevenueMiscGrp/Desc0NET INVESTMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0550716
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0550716
IRS990/OtherRevenueTotalAmt0550716
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0784
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01569
IRS990/PayrollTaxesGrp/ProgramServicesAmt05491
IRS990/PayrollTaxesGrp/TotalAmt07844
IRS990/PensionPlanContributionsGrp/FundraisingAmt0262
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0523
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01831
IRS990/PensionPlanContributionsGrp/TotalAmt02616
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07050
IRS990/PrincipalOfficerNm0JENNIFER CAPLIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0578240
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0709000
IRS990/PYInvestmentIncomeAmt0478051
IRS990/PYOtherExpensesAmt054341
IRS990/PYOtherRevenueAmt0901353
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01088298
IRS990/PYSalariesCompEmpBnftPaidAmt0106005
IRS990/PYTotalExpensesAmt0869346
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01957644
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0593272
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0478316
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0348457
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0524229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0578240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0589001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0390967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0361674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02444111
IRS990ScheduleA/PublicSupportCY170Pct00.96820
IRS990ScheduleA/PublicSupportPY170Pct00.96680
IRS990ScheduleA/PublicSupportTotal170Amt02366450
IRS990ScheduleA/SubstantialContributorsTotAmt077661
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0524229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0578240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0589001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0390967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0361674
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02444111
IRS990ScheduleA/TotalSupportAmt02444111
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08877989
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0304012
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09356894
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0550986
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725879
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08040681
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0381113
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08877989
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0455480
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0911675
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07543981
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt090799
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08040681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0486622
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0892523
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08200530
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt091516
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07543981
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0636816
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-111249
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07585498
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt037644
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08200530
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0306672
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0884060
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt046600
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0132100
IRS990ScheduleD/DonorAdvisedFundsHeldCnt011
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01691148
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01030487
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0108678
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt07665746
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07645
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt056512
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064157
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04899
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SOFTWARE NOTE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014041277
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SEE ATTACHED DETAIL

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$14,502,571
Liabilities
$4,899
Net assets
$14,497,672
Revenue
$1,623,759
Expenses
$1,030,487
Net income
$593,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$0.11$24.0$1.87$1.40$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.10$19.9$2.01$1.18$0.83
2022Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.83$1.04$0.79
2021Detailed filing. Detailed filing data is available for this year.$20.9$0.06$20.8$6.31$0.95$5.36
2020Detailed filing. Detailed filing data is available for this year.$15.5$0.02$15.4$1.00$1.09$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.00$15.5$1.98$0.96$1.02
2018Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.62$1.03$0.59
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.96$0.87$1.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$1.95$0.97$0.98
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.23$0.97$0.75
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.68$0.84$0.84
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.00$10.6$0.81
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $10M-$25M nonprofits