Civic Intelligence

The Good Shepherd Fund

990 • Fiscal year 2015 • EIN 23-7093399

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization ProfileWWW.GOODSHEPHERDFUND.ORG

View Organization Page

1641 N First St No 155San Jose, CA 95112

(408) 573-9606

Siviq Scores

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

Liabilities / Assets

79th percentile

0.66x

Higher debt load relative to assets than 79% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

13.27x

Higher debt load relative to revenue than 98% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

7th percentile

-24%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

25th percentile

$157,875

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

48th percentile

1.1%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-18%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$30,458,269

Up $337,718 (+1.1%) from 2014

Net Assets

Up

$10,449,966

Up $503,243 (+5.1%) from 2014

Liabilities

Down

$20,008,303

Down $165,525 (-0.8%) from 2014

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin7th percentile

Revenue

Down

$1,507,480

Down $321,265 (-18%) from 2014

Expenses

Up

$1,874,981

Up $504,455 (+37%) from 2014

Net Income

Down

-$367,501

Down $825,720 (-180%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$40M$30M$20M$10M$0Assets 2014: $30,120,551Liabilities 2014: $20,173,828Net Assets 2014: $9,946,7232014Assets 2015: $30,458,269Liabilities 2015: $20,008,303Net Assets 2015: $10,449,9662015Assets 2016: $30,906,449Liabilities 2016: $21,163,535Net Assets 2016: $9,742,9142016Assets 2017: $32,386,932Liabilities 2017: $22,240,118Net Assets 2017: $10,146,8142017Assets 2018: $31,994,553Liabilities 2018: $23,128,472Net Assets 2018: $8,866,0812018Assets 2020: $5,666,558Liabilities 2020: $2,450,595Net Assets 2020: $3,215,9632020Assets 2021: $6,406,553Liabilities 2021: $2,854,785Net Assets 2021: $3,551,7682021Assets 2022: $4,671,075Liabilities 2022: $237,373Net Assets 2022: $4,433,7022022Assets 2023: $4,266,136Liabilities 2023: $193,918Net Assets 2023: $4,072,2182023Assets 2024: $4,431,579Liabilities 2024: $153,842Net Assets 2024: $4,277,7372024

Highlighted filing

2015

Assets$30,458,269
Liabilities$20,008,303
Net Assets$10,449,966
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2014: $1,828,745Expenses 2014: $1,370,526Net Income 2014: $458,2192014Revenue 2015: $1,507,480Expenses 2015: $1,874,981Net Income 2015: -$367,5012015Revenue 2016: $2,005,950Expenses 2016: $1,884,275Net Income 2016: $121,6752016Revenue 2017: $1,823,948Expenses 2017: $2,240,712Net Income 2017: -$416,7642017Revenue 2018: $1,471,331Expenses 2018: $2,593,550Net Income 2018: -$1,122,2192018Revenue 2020: $1,441,883Expenses 2020: $2,810,120Net Income 2020: -$1,368,2372020Revenue 2021: $2,247,954Expenses 2021: $1,715,344Net Income 2021: $532,6102021Revenue 2022: $2,802,584Expenses 2022: $1,869,696Net Income 2022: $932,8882022Revenue 2023: $2,547,873Expenses 2023: $2,843,804Net Income 2023: -$295,9312023Revenue 2024: $2,231,626Expenses 2024: $2,170,949Net Income 2024: $60,6772024

Highlighted filing

2015

Revenue$1,507,480
Expenses$1,874,981
Net Income-$367,501
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$8,420,181
Mission and Program Overview

Mission

To provide compassionate support to people with developmental disabilities and related disabilities, and their families.

Conservatorship, guardianship, and trusteeship services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,473,725$23,080,974▲ $607,249
Cash and Non-Interest-Bearing Accounts$6,210,026$5,349,580▼ $860,446
Accounts Receivable$43,035$55,831▲ $12,796
Land, Buildings, and Equipment, Net$70,501$48,631▼ $21,870
Prepaid Expenses and Deferred Charges$21,704$23,605▲ $1,901
Other Notes and Loans Receivable, Net$24,132$19,464▼ $4,668
Total Assets$30,723,307$30,458,269▼ $265,038
Other Assets Total$1,880,184$1,880,184→ $0
Liabilities
Other Liabilities$19,103,738$19,113,438▲ $9,700
Accounts Payable and Accrued Expenses$802,102$894,865▲ $92,763
Total Liabilities$19,905,840$20,008,303▲ $102,463
Net Assets / Fund Balance
Unrestricted Net Assets$6,686,339$5,989,693▼ $696,646
Temporarily Rstr Net Assets$3,390,106$3,714,817▲ $324,711
Permanently Rstr Net Assets$741,022$745,456▲ $4,434
Total Net Assets Fund Balance$10,817,467$10,449,966▼ $367,501
Total Liabilities and Net Assets / Fund Balance$30,723,307$30,458,269▼ $265,038

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$48,631$186,714$235,345
Other Assets Org$1,880,184--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,105,742-▲ $67,698-$1,165,332
2013$949,196$8,300▲ $156,578-$1,105,742
2012$856,138$100▲ $99,791-$949,296
2011$858,682-▲ $3,787-$856,138
2010$491,682$221,504▲ $140,190-$848,293
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom AvramisCEOFT$97,875$60,000$157,875
Nate SchnackenbergCOOFT$102,910$19,000$121,910

Board Members and Trustees

NameTitle
David JohnsonPresident
David HealdVice President
Arthur LarsonTrustee
Bob TurriniTrustee
Trevor PattersonTrustee
William MorrisTrustee
Susan BesserSecretary
Reuben HelickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$695,051
Program Service Revenue
$500,211
Investment Income
$-774,211
Other Revenue
$1,086,429
All Other Contributions
$695,051
Change in Net Assets
$-367,501

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,507,480
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,507,480
Total Revenue per Form 990
$1,507,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,096,744
Other Expenses$778,237
Total Fundraising Expense$157,749
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$705,741$18,313$12,722$736,776
Payments to Affiliates$343,093--$343,093
Current Officers, Directors, Trustees, and Key Employees$66,389$50,448$83,950$200,787
Other Employee Benefits$46,629$9,084$25,238$80,951
Payroll Taxes$68,432$6,390$3,408$78,230
Travel$56,711$8,482$4,524$69,717
Occupancy$41,590$8,102$4,321$54,013
Information Technology$44,693$3,787$2,020$50,500
Fees for Service Investment Mgmnt Fees$39,434$6,735$3,592$49,761
Insurance$34,651$6,750$3,600$45,001
Fees for Services Accounting$25,620$3,441$1,835$30,896
Fees for Services Legal$25,620$3,441$1,835$30,896
Office Expenses$15,280$2,914$1,554$19,748
Depreciation Depletion$13,555$992$529$15,076
Fees for Services Management$7,822$4,012$813$12,647
Fees for Services Other$1,013$8,075$374$9,462
Advertising$4,568$827$441$5,836
Other Expenses$3,230$615$328$4,173
All Other Expenses$1,659$312$166$2,137
Total Functional Expenses$1,570,799$146,433$157,749$1,874,981

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,874,981
Total Expenses per Audited Statements$1,874,981
Total Expenses per Form 990$1,874,981
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Amount Due to Others$19,113,438
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
Yes
Other officer compensation reviewed
Yes
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 form 990 is reviewed for completeness and accuracy by the board of directors. Approval of the form 990 is documented in the minutes.”

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

“Each employee and director completes a disclosure statement annually and updates it if changes occur. Disclosure statements are filed with the president who brings potential conflicts to the attention to the board of trustees. The board of trustees determines whether a conflict exist and is material, and is in presence of an existing material conflict, whether a contemplated transaction may be authorized as just, fair, and reasonable to the good shepherd fund. The decision of the board of trustees on these matters rests in their sole discretion, and their concern is the welfare of the good shepherd fund and the advancement of its purpose.”

Form 990, Part VI, Section B, Line 15

“The compensation of officers and key employees is based on comparable market rates in the organization's geographical area and are approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
The Good Shepherd Fund
EIN
23-7093399
Phone
4085739606
Address
1641 N FIRST ST NO 155, SAN JOSE, CA 95112

Signing Officer

Name
Tom Avramis
Title
CEO
Phone
4085739606
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Avramis
Formed
1970
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
15
Volunteers
8

Preparer

Firm
Petrinovich Pugh & Company Llp
Address
333 WEST SANTA CLARA ST 830, SAN JOSE, CA 95113-1716
Preparer
Edward a Davis
Phone
4082877911
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The good shepherd fund serves as a custodian for various assets owned by others. The purpose for this relationship is to manage and invest funds for others as well as providing certain services to individuals ranging from basic bill paying to making sure the conservatee or beneficiary is properly housed, cared for, and that food, medical care and special personal needs are met. Included in this category are the assets of several bethesda lutheran communities endowment funds, which are maintained in the money market funds by the fund.”

PART V, LINE 4:

“The good shepherd fund endowments consist of donor restricted individual funds established for earnings theron to support general operations, trust and conservatorship services, and the pal program.”

Raw XML AppendixShowing 400 of 554 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/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0352970
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0352970
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022473725
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023080974
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0186714
IRS990/LandBldgEquipBasisNetGrp/BOYAmt070501
IRS990/LandBldgEquipBasisNetGrp/EOYAmt048631
IRS990/LandBldgEquipCostOrOtherBssAmt0235345
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06912701
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE COMPASSIONATE SUPPORT TO PEOPLE WITH DEVELOPMENTAL DISABILITIES AND RELATED DISABILITIES, AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010817467
IRS990/NetAssetsOrFundBalancesEOYAmt010449966
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1127181
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1127181
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04321
IRS990/OccupancyGrp/ManagementAndGeneralAmt08102
IRS990/OccupancyGrp/ProgramServicesAmt041590
IRS990/OccupancyGrp/TotalAmt054013
IRS990/OfficeExpensesGrp/FundraisingAmt01554
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02914
IRS990/OfficeExpensesGrp/ProgramServicesAmt015280
IRS990/OfficeExpensesGrp/TotalAmt019748
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01880184
IRS990/OtherAssetsTotalGrp/EOYAmt01880184
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt025238
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09084
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046629
IRS990/OtherEmployeeBenefitsGrp/TotalAmt080951
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP DUES, LICENS
IRS990/OtherExpensesGrp/FundraisingAmt0885
IRS990/OtherExpensesGrp/FundraisingAmt15142
IRS990/OtherExpensesGrp/FundraisingAmt2472
IRS990/OtherExpensesGrp/FundraisingAmt3328
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01660
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11169
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2884
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3615
IRS990/OtherExpensesGrp/ProgramServicesAmt014369
IRS990/OtherExpensesGrp/ProgramServicesAmt16003
IRS990/OtherExpensesGrp/ProgramServicesAmt24697
IRS990/OtherExpensesGrp/ProgramServicesAmt33230
IRS990/OtherExpensesGrp/TotalAmt016914
IRS990/OtherExpensesGrp/TotalAmt112314
IRS990/OtherExpensesGrp/TotalAmt26053
IRS990/OtherExpensesGrp/TotalAmt34173
IRS990/OtherLiabilitiesGrp/BOYAmt019103738
IRS990/OtherLiabilitiesGrp/EOYAmt019113438
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/BusinessCd1624100
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAINS
IRS990/OtherRevenueMiscGrp/Desc1REFUNDS AND REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01083762
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12667
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01083762
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12667
IRS990/OtherRevenueTotalAmt01086429
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012722
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018313
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0705741
IRS990/OtherSalariesAndWagesGrp/TotalAmt0736776
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt024132
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt019464
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0343093
IRS990/PaymentsToAffiliatesGrp/TotalAmt0343093
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03408
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06390
IRS990/PayrollTaxesGrp/ProgramServicesAmt068432
IRS990/PayrollTaxesGrp/TotalAmt078230
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0741022
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0745456
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021704
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023605
IRS990/PrincipalOfficerNm0TOM AVRAMIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0500211
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0500211
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0831750
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01678410
IRS990/PYOtherExpensesAmt01268657
IRS990/PYOtherRevenueAmt04505
IRS990/PYProgramServiceRevenueAmt0411772
IRS990/PYRevenuesLessExpensesAmt0901935
IRS990/PYSalariesCompEmpBnftPaidAmt0755845
IRS990/PYTotalExpensesAmt02024502
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02926437
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-367501
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0500211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0695051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0831750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0673654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0374845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0445727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03021027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0309551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01678410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0887406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0236580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0428328
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03540275
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02667
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04505
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05159
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06682
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019013
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45910
IRS990ScheduleA/PublicSupportPY170Pct00.57750
IRS990ScheduleA/PublicSupportTotal170Amt03021027
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0695051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0831750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0673654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0374845
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0445727
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03021027
IRS990ScheduleA/TotalSupportAmt06580315
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/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08108
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01105742
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01165332
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt067698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0949196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt08300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01105742
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0156578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06733
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0856138
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0949296
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt099791
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06331
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0858682
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0856138
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03787
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0491682
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0221504
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0848293
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140190
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,458,269
Liabilities
$20,008,303
Net assets
$10,449,966
Revenue
$1,507,480
Expenses
$1,874,981
Net income
-$367,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$0.15$4.28$2.23$2.17$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.19$4.07$2.55$2.84$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.24$4.43$2.80$1.87$0.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$2.85$3.55$2.25$1.72$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$2.45$3.22$1.44$2.81$1.37
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$23.1$8.87$1.47$2.59$1.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$22.2$10.1$1.82$2.24$0.42
2016Detailed filing. Detailed filing data is available for this year.$30.9$21.2$9.74$2.01$1.88$0.12
2015Detailed filing. Detailed filing data is available for this year.$30.5$20.0$10.4$1.51$1.87$0.37
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$20.2$9.95$1.83$1.37$0.46