Civic Intelligence

Mount Dora Community Trust

990 • Fiscal year 2015 • EIN 23-7227875

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 11, 2016

Organization Profilemountdoracommunitytrust.com
Post Office Box 1406Mount Dora, FL 32756

(352) 383-2140

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

4th percentile

0.00x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$135,177

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

66th percentile

5.5%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$12,066,024

Up $625,673 (+5.5%) from 2014

Net Assets

Up

$12,066,024

Up $632,931 (+5.5%) from 2014

Liabilities

Down

$0

Down $7,258 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin90th percentile

Revenue

Down

$1,368,989

Down $353,843 (-21%) from 2014

Expenses

Up

$736,058

Up $26,928 (+3.8%) from 2014

Net Income

Down

$632,931

Down $380,771 (-38%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$30M$20M$10M$0Assets 2010: $9,592,794Liabilities 2010: $0Net Assets 2010: $9,592,7942010Assets 2013: $10,419,891Liabilities 2013: $500Net Assets 2013: $10,419,3912013Assets 2014: $11,440,351Liabilities 2014: $7,258Net Assets 2014: $11,433,0932014Assets 2015: $12,066,024Liabilities 2015: $0Net Assets 2015: $12,066,0242015Assets 2016: $13,506,548Liabilities 2016: $0Net Assets 2016: $13,506,5482016Assets 2017: $13,968,040Liabilities 2017: $0Net Assets 2017: $13,968,0402017Assets 2019: $15,560,526Liabilities 2019: $0Net Assets 2019: $15,560,5262019Assets 2020: $16,403,596Liabilities 2020: $0Net Assets 2020: $16,403,5962020Assets 2022: $21,552,848Liabilities 2022: $0Net Assets 2022: $21,552,8482022Assets 2023: $23,093,907Liabilities 2023: $0Net Assets 2023: $23,093,9072023

Highlighted filing

2015

Assets$12,066,024
Liabilities$0
Net Assets$12,066,024
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $677,3922010Expenses 2013: $578,8252013Revenue 2014: $1,722,832Expenses 2014: $709,130Net Income 2014: $1,013,7022014Revenue 2015: $1,368,989Expenses 2015: $736,058Net Income 2015: $632,9312015Revenue 2016: $2,144,970Expenses 2016: $704,446Net Income 2016: $1,440,5242016Revenue 2017: $1,460,006Expenses 2017: $998,514Net Income 2017: $461,4922017Revenue 2019: $1,369,636Expenses 2019: $931,324Net Income 2019: $438,3122019Revenue 2020: $1,693,948Expenses 2020: $850,878Net Income 2020: $843,0702020Revenue 2022: $4,209,963Expenses 2022: $1,908,624Net Income 2022: $2,301,3392022Revenue 2023: $3,882,915Expenses 2023: $2,341,856Net Income 2023: $1,541,0592023

Highlighted filing

2015

Revenue$1,368,989
Expenses$736,058
Net Income$632,931
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$8,421,452
Mission and Program Overview

Mission

Established in 1972, the mount dora community trust aims to enrich the quality of mount dora and northeast lake county by maximizing perpetual giving, promoting leadership in the community, and pairing donors with the causes they are passionate about.

Established in 1972, the Mount Dora Community Trust is a tax-exempt charitable organization created to provide the Mount Dora area community with funding for public, educational, charitable or benevolent projects and purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,151,468$10,395,925▲ $244,457
Savings and Temporary Cash Investments$651,874$759,687▲ $107,813
Land, Buildings, and Equipment, Net$501,118$716,439▲ $215,321
Other Notes and Loans Receivable, Net$135,202$193,881▲ $58,679
Cash and Non-Interest-Bearing Accounts$689$92▼ $597
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,440,351$12,066,024▲ $625,673
Other Assets Total-$0-
Liabilities
Other Liabilities$7,258--
Total Liabilities$7,258$0▼ $7,258
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,833,613$5,216,532▲ $2,382,919
Unrestricted Net Assets$6,033,105$4,158,941▼ $1,874,164
Permanently Rstr Net Assets$2,566,375$2,690,551▲ $124,176
Total Net Assets Fund Balance$11,433,093$12,066,024▲ $632,931
Total Liabilities and Net Assets / Fund Balance$11,440,351$12,066,024▲ $625,673

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$641,617$36,798$678,415
Land$72,953-$72,953
Other Land Buildings$1,869$1,596$3,465
Equipment-$1,692$1,692

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,000,435$12,141▲ $22,093$29,125$935,367
2013$772,055$265,993▲ $26,181$54,744$1,000,435
2012$650,564$160,980▲ $18,559$50,509$772,055
2011$653,699$124,638▲ $31,445$148,601$650,564
2010$670,811$20,604▲ $34,615$3,162$653,699
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
First Natl Bank Mt DoraTrusteeFT$135,177$135,177

Board Members and Trustees

NameTitle
Samuel Sadler IiiDiST COMMITTEE
John StewartDistr Committee
Kim StewartDistr Committee
Michael TedderDistr Committee
Tom BakerDiSTR COMMITTEE
Revenue and Support

Revenue Composition

Contributions and Grants
$237,426
Program Service Revenue
$0
Investment Income
$1,145,111
Other Revenue
$-13,548
All Other Contributions
$237,426
Change in Net Assets
$632,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$522,090
Salaries, Compensation, and Employee Benefits$151,473
Other Expenses$62,495
Total Fundraising Expense$14,988
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$346,064--$346,064
Grants to Domestic Individuals$176,026--$176,026
Current Officers, Directors, Trustees, and Key Employees$101,383$29,739$4,055$135,177
Other Salaries and Wages$11,250$3,300$450$15,000
Insurance$3,308$971$132$4,411
Other Expenses$18,426$4,325$6,521$4,325
Advertising--$3,197$3,197
All Other Expenses$2,672$260$35$2,967
Fees for Services Accounting-$2,950-$2,950
Payroll Taxes$972$285$39$1,296
Occupancy$990--$990
Depreciation Depletion$92$27$4$123
Fees for Services Legal-$100-$100
Total Functional Expenses$675,047$46,023$14,988$736,058
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mt Dora Library AssnMount Dora, FL501(c)(3)Mt Dora Public Library Programs$71,362
HOOPS Life Cares IncTavares, FL501(c)(3)Youth Athletics$47,700
Mt Dora Chamber of CommerceMount Dora, FL501(c)(6)Mt Dora Community Programs$36,000
City of Mt DoraMount Dora, FLGovtMunicipal Programs$33,527
First Robotics Team 1557Mount Dora, FL501(c)(3)Robotics Competition$17,000
Lakes and Hills Garden ClubAstatula, FL501(c)(3)Community Landscaping$15,600
Ymca Lake CountyTavares, FL501(c)(3)Youth Program Support$11,541
Congregational Church MdMount Dora, FL501(c)(3)Mt Dora Church Programs$11,042
Cornerstone Hospice FdnTavares, FL501(c)(3)Hospice Programs$11,042
Mt Dora Patrons Comm BldgMount Dora, FL501(c)(3)Mt Dora Community Bldg Support$10,000
Lake Cares Food PantryMount Dora, FL501(c)(3)Food Pantry Support$9,000
Mount Dora High SchoolMount Dora, FLGovtPublic High School Programs$8,400
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“Trustee & distribution committee members are provided a draft copy of the form 990 for their review, changes noted by members are made as necessary, and the final form 990 is then filed upon signature of trustee.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“During governing body meetings, any potential conflicts of interest required to be disclosed by officers/key employees are reviewed & further action is taken if necessary & documented in the minutes.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation of the trustee and executive director is reviewed and approved by the governing body of the organization, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved. Compensation is reviewed using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly suited organizations. There is contemporaneous documentation and record keeping with respect to the deliberations and decisions regarding the compensation arrangement.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing docs, policies and financial statements are available upon request for a reasonable copying fee.”

Filing and Contact Details

Filer

Filer Name
Mount Dora Community Trust
EIN
23-7227875
Phone
3523832140
Address
POST OFFICE BOX 1406, MOUNT DORA, FL 32756

Signing Officer

Name
First Natl Bank Mt Dora
Title
Trustee
Signed
2016-01-11
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
1

Preparer

Firm
Greenlee Kurras Rice Brown Garner Donofrio CPAs
Address
627 N Donnelly Street, Mount Dora, FL 32757
Preparer
Clare L Garner Jr CPA
Phone
3523836300
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Philanthropic, performing arts, public library, public facilities, sister cities programs, children's home.”

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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0GENERAL EXPENSES
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3FOREIGN TAX W/H-INVT
IRS990/OtherExpensesGrp/FundraisingAmt0555
IRS990/OtherExpensesGrp/FundraisingAmt16521
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14325
IRS990/OtherExpensesGrp/ProgramServicesAmt013864
IRS990/OtherExpensesGrp/ProgramServicesAmt118426
IRS990/OtherExpensesGrp/TotalAmt018485
IRS990/OtherExpensesGrp/TotalAmt118426
IRS990/OtherExpensesGrp/TotalAmt26521
IRS990/OtherExpensesGrp/TotalAmt34325
IRS990/OtherLiabilitiesGrp/BOYAmt07258
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0450
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03300
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011250
IRS990/OtherSalariesAndWagesGrp/TotalAmt015000
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0135202
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0193881
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt039
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0285
IRS990/PayrollTaxesGrp/ProgramServicesAmt0972
IRS990/PayrollTaxesGrp/TotalAmt01296
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02566375
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02690551
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0FIRST NATL BANK MT DORA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships: approx 120 Mount Dora area students were awarded scholarships during the year.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0176026
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0176026
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0264397
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0534233
IRS990/PYInvestmentIncomeAmt01455109
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt037703
IRS990/PYOtherRevenueAmt03326
IRS990/PYRevenuesLessExpensesAmt01013702
IRS990/PYSalariesCompEmpBnftPaidAmt0137194
IRS990/PYTotalExpensesAmt0709130
IRS990/PYTotalRevenueAmt01722832
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0632931
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-13548
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0651874
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0759687
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Unusual Grant Amounts Received during 5 Year Lookback Period:Year ending August 31, 2013 (2012) $ 225,099
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0237426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0264597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0794966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0405723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0341121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02043833
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0361184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0364210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0333165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0300646
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01359205
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.49820
IRS990ScheduleA/PublicSupportPY170Pct00.46690
IRS990ScheduleA/PublicSupportTotal170Amt01706327
IRS990ScheduleA/SubstantialContributorsTotAmt0337506
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0237426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0264597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0794966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0405723
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0341121
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02043833
IRS990ScheduleA/TotalSupportAmt03424901
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt017700
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt04163
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt021863
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0641617
IRS990ScheduleD/BuildingsGrp/DepreciationAmt036798
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0678415
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09339
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01000435
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012141
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0935367
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt060838
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt022093
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt029125
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09050
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0772055
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0265993
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01000435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026181
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt054744
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07539
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0650564
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0160980
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0772055
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt050509
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt010617
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0653699
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0124638
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0650564
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031445
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0148601
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt09223
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0670811
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt020604
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0653699
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt059946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034615
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03162
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt09910
IRS990ScheduleD/DonorAdvisedFundsHeldCnt03
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0144648
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01692
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01692
IRS990ScheduleD/LandGrp/BookValueAmt072953
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt072953
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01869
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01596
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03465
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITIES PROGRAMS, CHILDREN'S HOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0716439
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0172188
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13838
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MEDICAL ASISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0120

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,066,024
Liabilities
$0
Net assets
$12,066,024
Revenue
$1,368,989
Expenses
$736,058
Net income
$632,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.00$23.1$3.88$2.34$1.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.00$21.6$4.21$1.91$2.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.00$16.4$1.69$0.85$0.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$1.37$0.93$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$1.46$1.00$0.46
2016Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$2.14$0.70$1.44
2015Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.37$0.74$0.63
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.01$11.4$1.72$0.71$1.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.00$10.4$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.59$0.00$9.59$0.68