Civic Intelligence

Marshall Community Foundation

990 • Fiscal year 2019 • EIN 23-7011281

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 12, 2020

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

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$66,000

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

61st percentile

7.0%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$15,522,501

Up $1,019,930 (+7.0%) from 2018

Net Assets

Up

$15,522,501

Up $1,024,829 (+7.1%) from 2018

Liabilities

Down

$0

Down $4,899 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin91st percentile

Revenue

Up

$1,983,447

Up $359,688 (+22%) from 2018

Expenses

Down

$958,618

Down $71,869 (-7.0%) from 2018

Net Income

Up

$1,024,829

Up $431,557 (+73%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$15,522,501
Liabilities$0
Net Assets$15,522,501
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$1,983,447
Expenses$958,618
Net Income$1,024,829
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 12, 2020
Return Version
2018v3.2
Gross Receipts
$1,983,447
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$14,041,277$14,881,427▲ $840,150
Savings and Temporary Cash Investments$348,457$458,913▲ $110,456
Cash and Non-Interest-Bearing Accounts$98,142$177,064▲ $78,922
Prepaid Expenses and Deferred Charges$7,050$0▼ $7,050
Land, Buildings, and Equipment, Net$7,645$5,097▼ $2,548
Total Assets$14,502,571$15,522,501▲ $1,019,930
Liabilities
Other Liabilities$4,899$0▼ $4,899
Total Liabilities$4,899$0▼ $4,899
Net Assets / Fund Balance
Unrestricted Net Assets$12,541,390$13,510,142▲ $968,752
Temporarily Rstr Net Assets$1,956,282$2,012,359▲ $56,077
Total Net Assets Fund Balance$14,497,672$15,522,501▲ $1,024,829
Total Liabilities and Net Assets / Fund Balance$14,502,571$15,522,501▲ $1,019,930

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,097$59,060$64,157
Other Securities$14,881,427--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$9,356,894$776,744▲ $715,713-$10,269,031
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
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shannon TiernanExec DirectorFT$66,000$66,000

Board Members and Trustees

NameTitle
Jennifer CaplisPresident
Wendee WoodsVice President
Dr Jay LarsonBoard Member
Dr Randy DavisBoard Member
Heather LucianiBoard Member
Jack ReedBoard Member
James a PardoeBoard Member
Sandra DobbinsBoard Member
Thomas F FrankeBoard Member
Tom TarkiewiczBoard Member
Dr Lynne HaleySecretary
Frank E BoleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$928,611
Program Service Revenue
$0
Investment Income
$744,857
Other Revenue
$309,979
All Other Contributions
$928,611
Change in Net Assets
$1,024,829

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,983,447
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,983,447
Total Revenue per Form 990
$1,983,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$668,434
Other Expenses$174,774
Total Fundraising Expense$149,873
Salaries, Compensation, and Employee Benefits$115,410
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$540,734--$540,734
Grants to Domestic Individuals$127,700--$127,700
Current Officers, Directors, Trustees, and Key Employees$55,417$22,921$26,034$104,372
Fees for Services Accounting-$17,450-$17,450
Advertising--$15,473$15,473
Payroll Taxes$4,401$1,820$2,067$8,288
Office Expenses$4,302$1,779$2,021$8,102
All Other Expenses$3,713$2,137$1,555$7,405
Insurance-$3,781-$3,781
Other Expenses$3,744$3,600$2,243$3,600
Fees for Services Legal-$3,000-$3,000
Occupancy$1,593$659$748$3,000
Conferences and Meetings$1,562$646$732$2,940
Pension Plan Contributions$1,460$604$686$2,750
Depreciation Depletion$1,353$560$635$2,548
Travel$12$5$6$23
Total Functional Expenses$745,991$62,754$149,873$958,618

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$958,618
Total Expenses per Audited Statements$958,618
Total Expenses per Form 990$958,618
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 Board Member and the Attorney.-No-
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
Yes
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 A, Line 4

“We updated our bylaws last summer.”

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 12C

“We monitor our conflict of interest policy at every meeting. When there is a conflict, board and committee members abstain from voting.”

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. Wendee woods - 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. Heather luciani - 839 w green, 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. Jack reed - 107 n park ave, 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
2020-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Caplis
Formed
1968
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
13
Employees
4
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 503 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/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt05097
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/NetAssetsOrFundBalancesBOYAmt014497672
IRS990/NetAssetsOrFundBalancesEOYAmt015522501
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0748
IRS990/OccupancyGrp/ManagementAndGeneralAmt0659
IRS990/OccupancyGrp/ProgramServicesAmt01593
IRS990/OccupancyGrp/TotalAmt03000
IRS990/OfficeExpensesGrp/FundraisingAmt02021
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01779
IRS990/OfficeExpensesGrp/ProgramServicesAmt04302
IRS990/OfficeExpensesGrp/TotalAmt08102
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc1SOFTWARE SETUP
IRS990/OtherExpensesGrp/Desc2SOFTWARE PLATFORM
IRS990/OtherExpensesGrp/Desc3UNALLOCATED PAYMENTS
IRS990/OtherExpensesGrp/FundraisingAmt095915
IRS990/OtherExpensesGrp/FundraisingAmt11758
IRS990/OtherExpensesGrp/FundraisingAmt22243
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01548
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12244
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23600
IRS990/OtherExpensesGrp/ProgramServicesAmt03744
IRS990/OtherExpensesGrp/TotalAmt095915
IRS990/OtherExpensesGrp/TotalAmt17050
IRS990/OtherExpensesGrp/TotalAmt24487
IRS990/OtherExpensesGrp/TotalAmt33600
IRS990/OtherLiabilitiesGrp/BOYAmt04899
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900000
IRS990/OtherRevenueMiscGrp/Desc0NET INVESTMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0309979
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0309979
IRS990/OtherRevenueTotalAmt0309979
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02067
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01820
IRS990/PayrollTaxesGrp/ProgramServicesAmt04401
IRS990/PayrollTaxesGrp/TotalAmt08288
IRS990/PensionPlanContributionsGrp/FundraisingAmt0686
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0604
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01460
IRS990/PensionPlanContributionsGrp/TotalAmt02750
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07050
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JENNIFER CAPLIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0524229
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0867882
IRS990/PYInvestmentIncomeAmt0548814
IRS990/PYOtherExpensesAmt053576
IRS990/PYOtherRevenueAmt0550716
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0593272
IRS990/PYSalariesCompEmpBnftPaidAmt0109029
IRS990/PYTotalExpensesAmt01030487
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01623759
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01024829
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0348457
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0458913
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0928611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0524229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0578240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0589001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0390967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03011048
IRS990ScheduleA/PublicSupportCY170Pct00.89200
IRS990ScheduleA/PublicSupportPY170Pct00.96820
IRS990ScheduleA/PublicSupportTotal170Amt02685923
IRS990ScheduleA/SubstantialContributorsTotAmt0325125
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0928611
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0524229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0578240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0589001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0390967
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03011048
IRS990ScheduleA/TotalSupportAmt03011048
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/CYEndwmtFundGrp/BeginningYearBalanceAmt09356894
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0776744
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010269031
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0580320
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0715713
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08877989
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0304012
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09356894
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0550986
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725879
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08040681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0381113
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08877989
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0455480
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0911675
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07543981
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt090799
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08040681
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0486622
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0892523
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08200530
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt091516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07543981
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0636816
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-111249
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0282342
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0128393
IRS990ScheduleD/DonorAdvisedFundsHeldCnt010
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01967889
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0958618
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt08301142
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05097
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt059060
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt064157
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014881427
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SEE ATTACHED DETAIL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01983447
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05097
IRS990ScheduleD/TotalBookValueSecuritiesAmt014881427
IRS990ScheduleD/TotalExpensesPerForm990Amt0958618
IRS990ScheduleD/TotalRevenuePerForm990Amt01983447
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01983447
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0958618
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST WITH COLLEGE EDUCATION, HELP WITH NEEDED PROJECTS, ETC.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE MAILED DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0FRANK BOLEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MARK STUART
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FRANK IS THE TREASURER AND ALSO THE ACCOUNTANT.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1MARK IS BOARD MEMBER AND THE ATTORNEY.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE UPDATED OUR BYLAWS LAST SUMMER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES ARE TAKEN AT EVERY MEETING. THE PREVIOUS MEETING MINUTES ARE THEN APRROVED AT THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WE MONITOR OUR CONFLICT OF INTEREST POLICY AT EVERY MEETING. WHEN THERE IS A CONFLICT, BOARD AND COMMITTEE MEMBERS ABSTAIN FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DOES A REVIEW OF THE EXECUTIVE DIRECTOR EVERY YEAR.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,522,501
Liabilities
$0
Net assets
$15,522,501
Revenue
$1,983,447
Expenses
$958,618
Net income
$1,024,829
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
2019Detailed filing. Detailed filing data is available for this year.$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