Civic Intelligence

Marshall Community Foundation

990 • Fiscal year 2022 • EIN 23-7011281

Oct 01, 2021 to Sep 30, 2022 • Filed on Jun 27, 2023

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.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

6th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$17,090,125

Down $3,762,682 (-18%) from 2021

Net Assets

Down

$17,087,625

Down $3,701,255 (-18%) from 2021

Liabilities

Down

$2,500

Down $61,427 (-96%) from 2021

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin86th percentile

Revenue

Down

$1,831,430

Down $4,477,930 (-71%) from 2021

Expenses

Up

$1,041,190

Up $87,900 (+9.2%) from 2021

Net Income

Down

$790,240

Down $4,565,830 (-85%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2022

Assets$17,090,125
Liabilities$2,500
Net Assets$17,087,625
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$1,831,430
Expenses$1,041,190
Net Income$790,240
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jun 27, 2023
Return Version
2021v4.2
Gross Receipts
$1,831,430
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$19,911,439$16,351,787▼ $3,559,652
Savings and Temporary Cash Investments$916,646$693,918▼ $222,728
Cash and Non-Interest-Bearing Accounts$24,722$44,420▲ $19,698
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$20,852,807$17,090,125▼ $3,762,682
Liabilities
Accounts Payable and Accrued Expenses$63,927--
Other Liabilities$0$2,500▲ $2,500
Total Liabilities$63,927$2,500▼ $61,427
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,409,694$15,161,530▼ $3,248,164
Net Assets With Donor Restrictions$2,379,186$1,926,095▼ $453,091
Total Net Assets Fund Balance$20,788,880$17,087,625▼ $3,701,255
Total Liabilities and Net Assets / Fund Balance$20,852,807$17,090,125▼ $3,762,682

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$31,418$31,418
Other Securities$16,351,787--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$14,684,163$486,350▼ $2,471,212-$12,221,343
2020$10,258,250$2,564,612▲ $2,328,435-$14,684,163
2019$10,269,031$265,766▲ $297,804-$10,258,250
2018$9,356,894$776,744▲ $715,713-$10,269,031
2017$8,877,989$304,012▲ $725,879-$9,356,894
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Wendee WoodsPresident
Randy DavisVice President
Deanna AdlerBoard Member
Heather LucianiBoard Member
Jack ReedBoard Member
Jay LarsonBoard Member
Jennifer CaplisBoard Member
Kate StewartBoard Member
Marguerite DavenportBoard Member
Patty WilliamsBoard Member
Tom TarkiewiczBoard Member
Sandra DobbinsSecretary
Frank E BoleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$528,690
Program Service Revenue
$0
Investment Income
$1,108,025
Other Revenue
$194,715
All Other Contributions
$528,690
Change in Net Assets
$790,240

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,831,430
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,831,430
Total Revenue per Form 990
$1,831,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$700,149
Other Expenses$170,659
Salaries, Compensation, and Employee Benefits$170,382
Total Fundraising Expense$157,172
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$544,128--$544,128
Grants to Domestic Individuals$156,021--$156,021
Other Salaries and Wages$82,582$37,657$33,508$153,747
Fees for Services Accounting-$21,910-$21,910
Advertising--$17,386$17,386
Payroll Taxes$6,412$2,924$2,601$11,937
Office Expenses$3,400$1,549$1,379$6,328
All Other Expenses$3,827$1,157$1,029$6,013
Conferences and Meetings$2,618$1,194$1,063$4,875
Pension Plan Contributions$2,427$1,107$985$4,519
Insurance$1,988$906$807$3,701
Occupancy$1,611$735$654$3,000
Other Expenses$1,480$675$601$2,756
Other Employee Benefits$96$44$39$179
Total Functional Expenses$811,135$72,883$157,172$1,041,190

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,041,190
Total Expenses per Audited Statements$1,041,190
Total Expenses per Form 990$1,041,190
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$194,715
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing for Walters Dimmick$194,715$194,715-$194,715
Total Events$194,715$194,715-$194,715
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held for Others (agency)$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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 A, Line 2

“Frank boley is the treasurer for the foundation”

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

“Wendee woods - 614 homer road, marshall, mi 49068. Randy davis - 614 homer road, marshall, mi 49068. Sandra dobbins - 614 homer road, marshall, mi 49068. Frank e. Boley - 614 homer road, marshall, mi 49068. Heather luciani - 614 homer road, marshall, mi 49068. Marguerite davenport - 614 homer road, marshall, mi 49068. Jay larson - 614 homer road, marshall, mi 49068. Kate stewart - 614 homer road, marshall, mi 49068. Tom tarkiewicz - 614 homer road, marshall, mi 49068. Jack reed - 614 homer road, marshall, mi 49068. Patty williams - 614 homer road, marshall, mi 49068. Deanna adler - 614 homer road, marshall, mi 49068. Jennifer caplis - 614 homer 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
Marguerite Davenport
Title
President
Phone
2697812273
Signed
2023-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendee Woods
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 Viland Ea
Phone
2697891099
Raw XML AppendixShowing 400 of 496 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/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 98 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020788880
IRS990/NetAssetsOrFundBalancesEOYAmt017087625
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0194715
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt0194715
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4491495
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt018409694
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015161530
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0654
IRS990/OccupancyGrp/ManagementAndGeneralAmt0735
IRS990/OccupancyGrp/ProgramServicesAmt01611
IRS990/OccupancyGrp/TotalAmt03000
IRS990/OfficeExpensesGrp/FundraisingAmt01379
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01549
IRS990/OfficeExpensesGrp/ProgramServicesAmt03400
IRS990/OfficeExpensesGrp/TotalAmt06328
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt039
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt096
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0179
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc1SOFTWARE PLATFORM
IRS990/OtherExpensesGrp/Desc2UNALLOCATED PAYMENTS
IRS990/OtherExpensesGrp/Desc3UTILITES
IRS990/OtherExpensesGrp/FundraisingAmt094095
IRS990/OtherExpensesGrp/FundraisingAmt13025
IRS990/OtherExpensesGrp/FundraisingAmt2601
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03025
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1675
IRS990/OtherExpensesGrp/ProgramServicesAmt01295
IRS990/OtherExpensesGrp/ProgramServicesAmt13250
IRS990/OtherExpensesGrp/ProgramServicesAmt21480
IRS990/OtherExpensesGrp/TotalAmt095390
IRS990/OtherExpensesGrp/TotalAmt16050
IRS990/OtherExpensesGrp/TotalAmt23250
IRS990/OtherExpensesGrp/TotalAmt32756
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt02500
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033508
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037657
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt082582
IRS990/OtherSalariesAndWagesGrp/TotalAmt0153747
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02601
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02924
IRS990/PayrollTaxesGrp/ProgramServicesAmt06412
IRS990/PayrollTaxesGrp/TotalAmt011937
IRS990/PensionPlanContributionsGrp/FundraisingAmt0985
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01107
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02427
IRS990/PensionPlanContributionsGrp/TotalAmt04519
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WENDEE WOODS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02810439
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0644638
IRS990/PYInvestmentIncomeAmt0534724
IRS990/PYOtherExpensesAmt0150210
IRS990/PYOtherRevenueAmt02964197
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05356070
IRS990/PYSalariesCompEmpBnftPaidAmt0158442
IRS990/PYTotalExpensesAmt0953290
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06309360
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0790240
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0916646
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0693918
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0528690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02810439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0564948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0928611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0524229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05356917
IRS990ScheduleA/PublicSupportCY170Pct00.51540
IRS990ScheduleA/PublicSupportPY170Pct00.51940
IRS990ScheduleA/PublicSupportTotal170Amt02760725
IRS990ScheduleA/SubstantialContributorsTotAmt02596192
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0528690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02810439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0564948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0928611
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0524229
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05356917
IRS990ScheduleA/TotalSupportAmt05356917
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014684163
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0486350
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012221343
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0477958
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2471212
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010258250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02564612
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014684163
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0467134
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02328435
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010269031
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0265766
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010258250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0574351
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0297804
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09356894
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0776744
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010269031
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0580320
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0715713
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08877989
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0304012
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09356894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0550986
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0725879
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0209425
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0329440
IRS990ScheduleD/DonorAdvisedFundsHeldCnt011
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01846353
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01041190
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031418
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD FOR OTHERS (AGENCY)
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt016351787
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SEE ATTACHED DETAIL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01831430
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt016351787
IRS990ScheduleD/TotalExpensesPerForm990Amt01041190
IRS990ScheduleD/TotalLiabilityAmt02500
IRS990ScheduleD/TotalRevenuePerForm990Amt01831430
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01831430
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01041190
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING FOR WALTERS DIMMICK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0194715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0194715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0194715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0194715
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0194715
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0156021
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0131
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/RelationshipDescriptionTxt0FRANK IS THE TREASURER AND ALSO THE ACCOUNTANT.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,090,125
Liabilities
$2,500
Net assets
$17,087,625
Revenue
$1,831,430
Expenses
$1,041,190
Net income
$790,240
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