Civic Intelligence

Park Tudor Trust

990 • Fiscal year 2014 • EIN 23-7087103

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

7200 North College Avenue46240

(317) 415-2700

Siviq Scores

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

Liabilities / Assets

7th percentile

0.01x

Higher debt load relative to assets than 7% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.19x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

1st percentile

-136%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

17th percentile

$170,154

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$84,638,330

Up $9,081,312 (+12%) from 2013

Net Assets

Up

$84,107,603

Up $9,629,606 (+13%) from 2013

Liabilities

Down

$530,727

Down $548,294 (-51%) from 2013

Revenue

$2,752,601

No earlier filing loaded for comparison.

Expenses

Up

$6,497,301

Up $1,862,913 (+40%) from 2013

Net Income

-$3,744,700

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $73,918,414Liabilities 2010: $1,226,108Net Assets 2010: $72,692,3062010Assets 2011: $82,521,033Liabilities 2011: $1,405,810Net Assets 2011: $81,115,2232011Assets 2012: $73,287,587Liabilities 2012: $1,437,018Net Assets 2012: $71,850,5692012Assets 2013: $75,557,018Liabilities 2013: $1,079,021Net Assets 2013: $74,477,9972013Assets 2014: $84,638,330Liabilities 2014: $530,727Net Assets 2014: $84,107,6032014Assets 2015: $80,186,256Liabilities 2015: $316,751Net Assets 2015: $79,869,5052015Assets 2016: $76,274,633Liabilities 2016: $742,016Net Assets 2016: $75,532,6172016Assets 2017: $78,905,172Liabilities 2017: $3,818Net Assets 2017: $78,901,3542017Assets 2018: $73,304,695Liabilities 2018: $1,399,871Net Assets 2018: $71,904,8242018Assets 2019: $71,626,429Liabilities 2019: $911,571Net Assets 2019: $70,714,8582019Assets 2020: $71,398,704Liabilities 2020: $3,302,183Net Assets 2020: $68,096,5212020Assets 2021: $88,366,107Liabilities 2021: $721,170Net Assets 2021: $87,644,9372021Assets 2022: $80,280,800Liabilities 2022: $698,300Net Assets 2022: $79,582,5002022Assets 2023: $82,816,329Liabilities 2023: $1,716,464Net Assets 2023: $81,099,8652023Assets 2024: $87,811,173Liabilities 2024: $1,063,027Net Assets 2024: $86,748,1462024Assets 2025: $92,155,710Liabilities 2025: $0Net Assets 2025: $92,155,7102025

Highlighted filing

2014

Assets$84,638,330
Liabilities$530,727
Net Assets$84,107,603

Operations Trend

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

$20M$10M$0-$10M-$20MExpenses 2010: $5,023,7072010Expenses 2011: $5,184,7312011Expenses 2012: $7,122,5002012Expenses 2013: $4,634,3882013Revenue 2014: $2,752,601Expenses 2014: $6,497,301Net Income 2014: -$3,744,7002014Revenue 2015: $653,181Expenses 2015: $4,601,863Net Income 2015: -$3,948,6822015Revenue 2016: $1,084,351Expenses 2016: $4,419,873Net Income 2016: -$3,335,5222016Revenue 2017: $2,551,187Expenses 2017: $4,881,800Net Income 2017: -$2,330,6132017Revenue 2018: $4,306,803Expenses 2018: $16,065,329Net Income 2018: -$11,758,5262018Revenue 2019: $3,207,134Expenses 2019: $4,477,405Net Income 2019: -$1,270,2712019Revenue 2020: $947,249Expenses 2020: $4,307,147Net Income 2020: -$3,359,8982020Revenue 2021: $2,174,006Expenses 2021: $3,056,176Net Income 2021: -$882,1702021Revenue 2022: $1,605,293Expenses 2022: $2,966,399Net Income 2022: -$1,361,1062022Revenue 2023: $353,214Expenses 2023: $2,989,770Net Income 2023: -$2,636,5562023Revenue 2024: $1,513,481Expenses 2024: $3,153,919Net Income 2024: -$1,640,4382024Revenue 2025: $4,010,457Expenses 2025: $6,715,445Net Income 2025: -$2,704,9882025

Highlighted filing

2014

Revenue$2,752,601
Expenses$6,497,301
Net Income-$3,744,700
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$13,151,889
Mission and Program Overview

Mission

To promote and support charitable, scientific and educational activities and purposes of park tudor foundation in marion county, state of indiana, and such organization or organizations as may in the future own and operate as park tudor school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$41,791,220$54,717,342▲ $12,926,122
Investments in Publicly Traded Securities$23,229,535$23,244,577▲ $15,042
Land, Buildings, and Equipment, Net$4,772,211$4,311,469▼ $460,742
Savings and Temporary Cash Investments$5,764,052$2,364,942▼ $3,399,110
Total Assets$75,557,018$84,638,330▲ $9,081,312
Liabilities
Other Liabilities$1,077,403$530,727▼ $546,676
Accounts Payable and Accrued Expenses$1,618--
Total Liabilities$1,079,021$530,727▼ $548,294
Net Assets / Fund Balance
Unrestricted Net Assets$64,410,946$71,827,996▲ $7,417,050
Permanently Rstr Net Assets$10,067,051$10,117,051▲ $50,000
Temporarily Rstr Net Assets-$2,162,556-
Total Net Assets Fund Balance$74,477,997$84,107,603▲ $9,629,606
Total Liabilities and Net Assets / Fund Balance$75,557,018$84,638,330▲ $9,081,312

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$691,788$45,053$736,841
Land$3,619,681--
Other Securities$8,882,858--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$75,113,306$2,281,353▲ $13,396,052$6,683,108$84,107,603
2012$72,763,645$264,663▲ $6,797,254$4,712,256$75,113,306
2011$82,084,886$833,343▼ $3,437,683$6,716,901$72,763,645
2010$75,744,390$2,739,978▲ $11,316,472$7,715,954$82,084,886
2009$72,451,090$2,745,549▲ $5,534,674$4,986,923$75,744,390
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Cambridge Associates LLCTrustee Fees-$200,000
Revenue and Support

Revenue Composition

Contributions and Grants
$22,564
Program Service Revenue
$0
Investment Income
$2,776,493
Other Revenue
$-46,456
All Other Contributions
$22,564
Change in Net Assets
$-3,744,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,752,601
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$10,676,062
Total Revenue per Audited Statements
$13,428,663
Total Revenue per Form 990
$2,752,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,228,762
Other Expenses$268,539
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,228,762--$6,228,762
Fees for Service Investment Mgmnt Fees$246,380--$246,380
Depreciation Depletion-$18,587-$18,587
Other Expenses-$3,572-$3,572
Total Functional Expenses$6,475,142$22,159$0$6,497,301

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,551,557
Expenses per Audited Statements$6,497,301
Total Expenses per Form 990$6,497,301
Expenses Not Reported on Form 990$54,256
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
35-0909976-501(c)(3)Support of the Operations of Park Tudor School$6,228,762
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Park Tudor Foundation$530,727
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

The return is reviewed by the assistant treasurer and submitted to the chair of the board of trustees for review before filing. The remaining trust members will see a copy of the return before it is filed.

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

The conflict of interest policy is updated and signed annually by each trustee member.

Form 990, Part VI, Section C, Line 19

The documents are available upon request.

FORM 990, PART VI, LINE 15 A/B:

Compensation is not paid from this entity, therefore no process exists for monitoring.

Filing and Contact Details

Filer

EIN
23-7087103
Phone
3174152700

Signing Officer

Name
Mary Cassidy
Title
Assistant Treasurer
Phone
3174152700
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas W Grein
Formed
1970
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Preparer
Scott a Schuster
Phone
3175802000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer of equity from park tudor foundation 2,752,500.

FORM 990, PART XII, LINE 2C:

There has been no change in the process from the prior year.

Financial Statement Notes

PART V, LINE 4:

To support park tudor foundation

PART X, LINE 2:

The trust is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Therefore, no provision or liability for income taxes has been included in the consolidated financial statements. In addition, the trust has been determined by the internal revenue service not to be a private foundation within the meaning of section 509(a) of the internal revenue code. There was no unrelated business income in 2014 and 2013. The trust files u.s. Federal and state of indiana tax returns. The trust is no longer subject to u.s. Federal and state tax examinations by tax authorities for years before 2011.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

RENTAL EXPENSES 54,256.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

RENTAL EXPENSES 54,256.

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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/PrincipalOfficerNm0THOMAS W GREIN
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04339303
IRS990/PYInvestmentIncomeAmt01812122
IRS990/PYOtherExpensesAmt0295085
IRS990/PYOtherRevenueAmt0-34036
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2856302
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04634388
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01778086
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-3744700
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-46456
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05764052
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02364942
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350909976
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0LINE 2
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06228762
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10PARK TUDOR FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt06228762
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/BoardDesignatedBalanceEOYPct00.85000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0691788
IRS990ScheduleD/BuildingsGrp/DepreciationAmt045053
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0736841
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt075113306
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02281353
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt084107603
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt013396052
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt06683108
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt072763645
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0264663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt075113306
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06797254
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04712256
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt082084886
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0833343
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt072763645
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3437683
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt06716901
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt075744390
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02739978
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt082084886
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011316472
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt07715954
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt072451090
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02745549
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt075744390
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05534674
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04986923
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt054256
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06497301
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03619681
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt03619681
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010621806
IRS990ScheduleD/OtherExpensesIncludedAmt054256
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0530727
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO PARK TUDOR FOUNDATION
IRS990ScheduleD/OtherRevenueAmt054256
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05725337
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt140109147
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt28882858
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2DEBT SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.12000
IRS990ScheduleD/RevenueNotReportedAmt010676062
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02752601
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT PARK TUDOR FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. IN ADDITION, THE TRUST HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME IN 2014 AND 2013. THE TRUST FILES U.S. FEDERAL AND STATE OF INDIANA TAX RETURNS. THE TRUST IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES 54,256.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RENTAL EXPENSES 54,256.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04311469
IRS990ScheduleD/TotalBookValueSecuritiesAmt054717342
IRS990ScheduleD/TotalExpensesPerForm990Amt06497301
IRS990ScheduleD/TotalLiabilityAmt0530727
IRS990ScheduleD/TotalRevenuePerForm990Amt02752601
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013428663
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06551557
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06228762
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF THE OPERATIONS OF PARK TUDOR SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10PARK TUDOR FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0350909976
IRS990ScheduleI/RecipientTable/USAddress/AddressLine107200 NORTH COLLEGE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/State0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode046240
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE GIVEN ONLY TO PARK TUDOR SCHOOL, A RELATED ORGANIZATION. GRANT FUND MONITORING IS ACCOMPLISHED BY DISTRIBUTION AND DISCUSSION OF QUARTERLY REPORTS AT THE TRUST MEETINGS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0135433
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012172
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt012549
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARY CASSIDY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ASSISTANT TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0170154
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY THE ASSISTANT TREASURER AND SUBMITTED TO THE CHAIR OF THE BOARD OF TRUSTEES FOR REVIEW BEFORE FILING. THE REMAINING TRUST MEMBERS WILL SEE A COPY OF THE RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS UPDATED AND SIGNED ANNUALLY BY EACH TRUSTEE MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS NOT PAID FROM THIS ENTITY, THEREFORE NO PROCESS EXISTS FOR MONITORING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER OF EQUITY FROM PARK TUDOR FOUNDATION 2,752,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 15 A/B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$92.2$0.00$92.2$4.01$6.72$2.70
2024Detailed filing. Detailed filing data is available for this year.$87.8$1.06$86.7$1.51$3.15$1.64
2023Detailed filing. Detailed filing data is available for this year.$82.8$1.72$81.1$0.35$2.99$2.64
2022Detailed filing. Detailed filing data is available for this year.$80.3$0.70$79.6$1.61$2.97$1.36
2021Detailed filing. Detailed filing data is available for this year.$88.4$0.72$87.6$2.17$3.06$0.88
2020Detailed filing. Detailed filing data is available for this year.$71.4$3.30$68.1$0.95$4.31$3.36
2019Detailed filing. Detailed filing data is available for this year.$71.6$0.91$70.7$3.21$4.48$1.27
2018Detailed filing. Detailed filing data is available for this year.$73.3$1.40$71.9$4.31$16.1$11.8
2017Detailed filing. Detailed filing data is available for this year.$78.9$0.00$78.9$2.55$4.88$2.33
2016Detailed filing. Detailed filing data is available for this year.$76.3$0.74$75.5$1.08$4.42$3.34
2015Detailed filing. Detailed filing data is available for this year.$80.2$0.32$79.9$0.65$4.60$3.95
2014Detailed filing. Detailed filing data is available for this year.$84.6$0.53$84.1$2.75$6.50$3.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.6$1.08$74.5$4.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.3$1.44$71.9$7.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.5$1.41$81.1$5.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.9$1.23$72.7$5.02