Civic Intelligence

Shenandoah Fellowship Foundation

990 • Fiscal year 2020 • EIN 23-7195850

Jan 01, 2020 to Dec 31, 2020 • Filed on May 20, 2021

Organization ProfileN/A
27 South Cameron StreetWinchester, VA 22601

(540) 667-4667

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.03x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

54th percentile

7.4%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

1.7%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$6,125,402

Up $424,404 (+7.4%) from 2019

Net Assets

Up

$6,101,019

Up $421,198 (+7.4%) from 2019

Liabilities

Up

$24,383

Up $3,206 (+15%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

Up

$800,319

Up $13,649 (+1.7%) from 2019

Expenses

Up

$471,520

Up $65,774 (+16%) from 2019

Net Income

Down

$328,799

Down $52,125 (-14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,921,101Liabilities 2012: $778,355Net Assets 2012: $4,142,7462012Assets 2013: $5,076,874Liabilities 2013: $680,568Net Assets 2013: $4,396,3062013Assets 2014: $5,067,101Liabilities 2014: $553,985Net Assets 2014: $4,513,1162014Assets 2015: $5,017,321Liabilities 2015: $459,873Net Assets 2015: $4,557,4482015Assets 2016: $5,057,461Liabilities 2016: $303,218Net Assets 2016: $4,754,2432016Assets 2017: $5,207,731Liabilities 2017: $165,293Net Assets 2017: $5,042,4382017Assets 2018: $5,121,504Liabilities 2018: $21,307Net Assets 2018: $5,100,1972018Assets 2019: $5,700,998Liabilities 2019: $21,177Net Assets 2019: $5,679,8212019Assets 2020: $6,125,402Liabilities 2020: $24,383Net Assets 2020: $6,101,0192020Assets 2021: $6,654,473Liabilities 2021: $26,487Net Assets 2021: $6,627,9862021Assets 2022: $6,545,101Liabilities 2022: $48,594Net Assets 2022: $6,496,5072022Assets 2023: $6,927,796Liabilities 2023: $21,570Net Assets 2023: $6,906,2262023Assets 2024: $7,555,701Liabilities 2024: $39,890Net Assets 2024: $7,515,8112024

Highlighted filing

2020

Assets$6,125,402
Liabilities$24,383
Net Assets$6,101,019
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2012: $437,6922012Revenue 2013: $525,854Expenses 2013: $445,967Net Income 2013: $79,8872013Revenue 2014: $575,120Expenses 2014: $442,833Net Income 2014: $132,2872014Revenue 2015: $508,088Expenses 2015: $428,226Net Income 2015: $79,8622015Revenue 2016: $542,063Expenses 2016: $438,038Net Income 2016: $104,0252016Revenue 2017: $549,739Expenses 2017: $410,046Net Income 2017: $139,6932017Revenue 2018: $571,871Expenses 2018: $397,319Net Income 2018: $174,5522018Revenue 2019: $786,670Expenses 2019: $405,746Net Income 2019: $380,9242019Revenue 2020: $800,319Expenses 2020: $471,520Net Income 2020: $328,7992020Revenue 2021: $720,265Expenses 2021: $409,079Net Income 2021: $311,1862021Revenue 2022: $746,325Expenses 2022: $495,428Net Income 2022: $250,8972022Revenue 2023: $1,064,280Expenses 2023: $609,875Net Income 2023: $454,4052023Revenue 2024: $1,539,706Expenses 2024: $707,948Net Income 2024: $831,7582024

Highlighted filing

2020

Revenue$800,319
Expenses$471,520
Net Income$328,799
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 20, 2021
Return Version
2020v4.1
Gross Receipts
$800,319
Mission and Program Overview

Mission

To provide low cost rental housing for the elderly

Provide housing and related facilities and services for elderly families and individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,529,763$4,859,714▲ $329,951
Cash and Non-Interest-Bearing Accounts$255,621$667,096▲ $411,475
Land, Buildings, and Equipment, Net$478,659$491,775▲ $13,116
Accounts Receivable$130,538$0▼ $130,538
Savings and Temporary Cash Investments$295,768$96,168▼ $199,600
Prepaid Expenses and Deferred Charges$10,649$10,649→ $0
Total Assets$5,700,998$6,125,402▲ $424,404
Liabilities
Other Liabilities$21,177$24,383▲ $3,206
Total Liabilities$21,177$24,383▲ $3,206
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,679,821$6,101,019▲ $421,198
Total Net Assets Fund Balance$5,679,821$6,101,019▲ $421,198
Total Liabilities and Net Assets / Fund Balance$5,700,998$6,125,402▲ $424,404

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$147,513$2,404,065$2,551,578
Leasehold Improvements$163,761$261,461$425,222
Equipment$29,988$174,127$204,115
Land$99,890-$99,890
Other Land Buildings$50,623-$50,623
Other Securities$482,000--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
David RayPresident
Dr Nelson Isenhower1st Vice President
Bob Boulter2nd Vice President
Darrin JonesTrustee
Doug NorellTrustee
John MatticksTrustee
John WinnTrustee
Lauren GwinnTrustee
Lisa RectorTrustee
Lokie VoightTrustee
Tom MccabeTrustee
Michael EvansSecretary
Kenneth O Happel JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$470,773
Program Service Revenue
$226,453
Investment Income
$97,253
Other Revenue
$5,840
Change in Net Assets
$328,799

Audited Revenue Reconciliation

Revenue per Audited Statements
$800,319
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$92,399
Total Revenue per Audited Statements
$892,718
Total Revenue per Form 990
$800,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$342,710
Salaries, Compensation, and Employee Benefits$128,810
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,827$29,921-$98,748
Depreciation Depletion$61,199--$61,199
Occupancy$30,289--$30,289
Payroll Taxes$20,392$8,865-$29,257
Fees for Services Accounting-$27,547-$27,547
Insurance$24,601--$24,601
Office Expenses$7,167$7,168-$14,335
Fees for Services Legal-$3,000-$3,000
Pension Plan Contributions$561$244-$805
Other Expenses$376$5,033-$376
Interest-$74-$74
Total Functional Expenses$389,668$81,852$0$471,520

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$471,520
Total Expenses per Audited Statements$471,520
Total Expenses per Form 990$471,520
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
Security Deposits$21,044
Payroll Liabilities$3,339
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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 6

“Each congregation in the community that is a member of the foundation has a representative which acts as a board member.”

Form 990, Part VI, Section A, Line 7A

“Board members elect the trustees.”

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

“The form 990 is reviewed and approved by the board of trustees before being filed.”

Form 990, Part VI, Section B, Line 15

“The executive committee determines compensation when developing the budget.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Shenandoah Fellowship Foundation
EIN
23-7195850
Phone
5406674667
Address
27 SOUTH CAMERON STREET, WINCHESTER, VA 22601

Signing Officer

Name
David Ray
Title
President
Phone
5406674667
Signed
2021-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Ray
Formed
1972
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
11
Volunteers
13

Preparer

Firm
Pbmares Llp
Address
558 SOUTH MAIN STREET, HARRISONBURG, VA 22801
Preparer
Edward T Yoder CPA
Phone
5404345975
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and the tax statutes of the commonwealth of virginia; accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. The most significant tax position of the foundation is its assertion that it is exempt from income taxes and its determination of whether any amounts are subject to unrelated business tax. Financial accounting standards board (fasb) accounting standards codification (asc) topic 740, income taxes, addresses uncertain tax positions, and prescribes a threshold of more likely than not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. Management has evaluated the impact of the standard to its financial statements. The foundation's income tax returns are subject to examination by taxing authorities, generally for a period of three years from the date the returns are filed. The foundation's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively.”

Raw XML AppendixShowing 400 of 477 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/OtherExpensesGrp/ProgramServicesAmt14963
IRS990/OtherExpensesGrp/ProgramServicesAmt2861
IRS990/OtherExpensesGrp/ProgramServicesAmt3376
IRS990/OtherExpensesGrp/TotalAmt0170432
IRS990/OtherExpensesGrp/TotalAmt19996
IRS990/OtherExpensesGrp/TotalAmt2861
IRS990/OtherExpensesGrp/TotalAmt3376
IRS990/OtherLiabilitiesGrp/BOYAmt021177
IRS990/OtherLiabilitiesGrp/EOYAmt024383
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029921
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt068827
IRS990/OtherSalariesAndWagesGrp/TotalAmt098748
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08865
IRS990/PayrollTaxesGrp/ProgramServicesAmt020392
IRS990/PayrollTaxesGrp/TotalAmt029257
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0244
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0561
IRS990/PensionPlanContributionsGrp/TotalAmt0805
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010649
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010649
IRS990/PrincipalOfficerNm0DAVID RAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0223123
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0223123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13330
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0460268
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0122062
IRS990/PYOtherExpensesAmt0272760
IRS990/PYOtherRevenueAmt03300
IRS990/PYProgramServiceRevenueAmt0201040
IRS990/PYRevenuesLessExpensesAmt0380924
IRS990/PYSalariesCompEmpBnftPaidAmt0132986
IRS990/PYTotalExpensesAmt0405746
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0786670
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0328799
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05840
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0226453
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0295768
IRS990/SavingsAndTempCashInvstGrp/EOYAmt096168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0470773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0460268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0293567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0296049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0298763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01819420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0103093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0131570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt065017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051117
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0430894
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0226453
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80850
IRS990ScheduleA/PublicSupportPY170Pct00.81430
IRS990ScheduleA/PublicSupportTotal170Amt01819420
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0470773
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0460268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0293567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0296049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0298763
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01819420
IRS990ScheduleA/TotalSupportAmt02250314
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/BuildingsGrp/BookValueAmt0147513
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02404065
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02551578
IRS990ScheduleD/EquipmentGrp/BookValueAmt029988
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0174127
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0204115
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0471520
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt099890
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt099890
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0163761
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0261461
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0425222
IRS990ScheduleD/NetUnrealizedGainsInvstAmt092399
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050623
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt050623
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021044
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13339
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04379
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11688351
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22684984
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3482000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2GOVERNMENT & AGENCY BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt092399
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0800319
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE MOST SIGNIFICANT TAX POSITION OF THE FOUNDATION IS ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS TAX. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, ADDRESSES UNCERTAIN TAX POSITIONS, AND PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS EVALUATED THE IMPACT OF THE STANDARD TO ITS FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. THE FOUNDATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0491775
IRS990ScheduleD/TotalBookValueSecuritiesAmt04859714
IRS990ScheduleD/TotalExpensesPerForm990Amt0471520
IRS990ScheduleD/TotalLiabilityAmt024383
IRS990ScheduleD/TotalRevenuePerForm990Amt0800319
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0892718
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0471520
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH CONGREGATION IN THE COMMUNITY THAT IS A MEMBER OF THE FOUNDATION HAS A REPRESENTATIVE WHICH ACTS AS A BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ELECT THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE COMMITTEE DETERMINES COMPENSATION WHEN DEVELOPING THE BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,125,402
Liabilities
$24,383
Net assets
$6,101,019
Revenue
$800,319
Expenses
$471,520
Net income
$328,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.56$0.04$7.52$1.54$0.71$0.83
2023Detailed filing. Detailed filing data is available for this year.$6.93$0.02$6.91$1.06$0.61$0.45
2022Detailed filing. Detailed filing data is available for this year.$6.55$0.05$6.50$0.75$0.50$0.25
2021Detailed filing. Detailed filing data is available for this year.$6.65$0.03$6.63$0.72$0.41$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.13$0.02$6.10$0.80$0.47$0.33
2019Detailed filing. Detailed filing data is available for this year.$5.70$0.02$5.68$0.79$0.41$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.02$5.10$0.57$0.40$0.17
2017Detailed filing. Detailed filing data is available for this year.$5.21$0.17$5.04$0.55$0.41$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.30$4.75$0.54$0.44$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.02$0.46$4.56$0.51$0.43$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.55$4.51$0.58$0.44$0.13
2013Detailed filing. Detailed filing data is available for this year.$5.08$0.68$4.40$0.53$0.45$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.78$4.14$0.44