Civic Intelligence

Mount Dora Community Trust

990 • Fiscal year 2022 • EIN 23-7227875

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 03, 2023

Organization ProfileMOUNTDORACOMMUNITYTRUST.COM
PO Box 1406Mount Dora, FL 32756-1406

(352) 383-2140

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

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

Liabilities / Revenue

5th percentile

0.00x

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

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

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$328,231

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

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

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

48th percentile

2.8%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$21,552,848

Up $5,149,252 (+31%) from 2020

Net Assets

Up

$21,552,848

Up $5,149,252 (+31%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin90th percentile

Revenue

Up

$4,209,963

Up $2,516,015 (+149%) from 2020

Expenses

Up

$1,908,624

Up $1,057,746 (+124%) from 2020

Net Income

Up

$2,301,339

Up $1,458,269 (+173%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2022

Assets$21,552,848
Liabilities$0
Net Assets$21,552,848
Open 2022 Filing

Operations Trend

Revenue Growth48th 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

2022

Revenue$4,209,963
Expenses$1,908,624
Net Income$2,301,339
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 3, 2023
Return Version
2021v4.2
Gross Receipts
$15,183,960
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,072,325$19,055,727▲ $1,983,402
Savings and Temporary Cash Investments$1,473,411$1,820,115▲ $346,704
Land, Buildings, and Equipment, Net$658,175$636,701▼ $21,474
Other Notes and Loans Receivable, Net$47,598$40,305▼ $7,293
Total Assets$19,251,509$21,552,848▲ $2,301,339
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$14,221,695$15,727,751▲ $1,506,056
Net Assets Without Donor Restrictions$5,029,814$5,825,097▲ $795,283
Total Net Assets Fund Balance$19,251,509$21,552,848▲ $2,301,339
Total Liabilities and Net Assets / Fund Balance$19,251,509$21,552,848▲ $2,301,339

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$513,424$128,171$641,595
Land$115,717-$115,717
Other Land Buildings$7,560$16,426$23,986
Equipment-$14,375$14,375

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$7,226,051$39,391▼ $419,331-$6,634,086
2020$6,017,287$88,098▲ $1,299,949-$7,226,051
2019$3,914,317$1,802,719▲ $457,872-$6,017,287
2018$2,677,185$1,744,213▼ $376,838-$3,914,317
2017$2,598,065-▲ $293,692$144,527$2,677,185
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
First National Bank of Mt DoraTrusteeFT$328,231$328,231
Rob EnglishExecutive DirectorFT$84,577$84,577

Board Members and Trustees

NameTitle
Kim StewartDistribution Committee Chairp
Billy BrooksDistribution Committee
Bobby RoweDistribution Committee
Crissy StileDistribution Committee
Sam SadlerDistribution Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,252,467
Program Service Revenue
$0
Investment Income
$1,758,812
Other Revenue
$198,684
All Other Contributions
$2,252,467
Change in Net Assets
$2,301,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,189,182
Salaries, Compensation, and Employee Benefits$544,320
Other Expenses$175,122
Total Fundraising Expense$20,974
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,087,732--$1,087,732
Current Officers, Directors, Trustees, and Key Employees$246,173$72,211$9,847$328,231
Other Salaries and Wages$150,212$44,062$6,008$200,282
Grants to Domestic Individuals$101,450--$101,450
Occupancy$60,467$17,737$2,419$80,623
Payroll Taxes$11,855$3,478$474$15,807
Other Expenses$11,667$3,421$467$15,555
Insurance$8,239$2,417$330$10,986
Fees for Services Accounting$2,306$677$92$3,075
Depreciation Depletion$1,872$549$75$2,496
Total Functional Expenses$1,733,843$153,807$20,974$1,908,624
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Support & Emergency RecoveryMontverde, FL501c3Storm Mitigation Program$100,000
Amvets Post 1992Mount Dora, FL501c19Patio Expansion$75,000
Mount Dora High SchoolMount Dora, FLGovtStadium Rebuild$69,690
Haven of Lake & Sumter CountiesLeesburg, FL501c3Giving Week$44,687
Forward Paths FoundationLeesburg, FL501c3Giving Week$37,444
Habitat for HumanityEustis, FL501c3Preservation & Repair$30,000
Advent Health FoundationTavares, FL501c3Giving Week$26,578
Easter Seals Florida IncWinter Park, FL501c3Security Fence$20,000
Lake County Animal ShelterTavares, FLGovtSpay & Nueter Animal Welfare$19,199
City of Mount DoraMount Dora, FLGovtCommunity Events Library Art Display$17,600
Trout Lake Nature CenterEustis, FL501c3Giving Week$16,392
Sonnentag Theatre at the IcehouseMount Dora, FL501c3Giving Week$15,414
Pet Allicance of Greater OrlandoOrlando, FL501c3Fire - Emergency Donation$15,000
Rotary Club of Lake CountyMount Dora, FL501c4Giving Week$13,782
St Jude Childrens Research HospitalMemphis, TN501c3Program Support$11,501
Early Learning CoalitionLeesburg, FL501c3School Readiness$10,000
Houndhaven IncClermont, FL501c3Spay & Nueter$10,000
We Care of Lake County IncMount Dora, FL501c3Wheelin to Heal Em$10,000
New Vision for IndependenceMount Dora, FL501c3Giving Week$9,342
Mt Dora Area Chamber of CommerceMount Dora, FL501c6Restoration of Train Depot$9,000
Cornerstone Hospice FoundationTavares, FL501c3Camp Bridges for Grieving Children$7,500
Mount Olive AmeMount Dora, FL501c3Roof Repair$7,500
Camp Boggy CreekEustis, FL501c3Family Retreat$6,000
Speak the Truth MinistriesEustis, FL501c3Mentoring$6,000
Christian Care CenterLeesburg, FL501c3Activities for Homeless Families$5,000
Lake Sumter Childrens AdvocacyLeesburg, FL501c3Expressive Therapy Program$5,000
Md High School Band BoostersMount Dora, FL501c3Music Education$5,000
Polka Dogz Pet RescueOakland, FL501c3Animal Shelter Connection$5,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 governing body review Part VI line 11

“Trustee and 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 the trustee.”

Conflict of interest policy compliance Part VI line 12C

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

CEO executive director top management comp Part VI line 15A

“Compensation of the executive director is reviewed and approved by the governing body of the organizaton, 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 situated organizations. There is contemporaneous documentation and record keeping with respect to the deliberations and decisions regarding the compensation arrangement.”

Other officer or key employee compensation Part VI line 15B

“Compensation of the trustee 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 situated organizations. There is contemporaneous documentation and record keeping with respect to the deliberations and decisions regarding the compensation arrangement.”

Governing documents etc available to public Part VI line 19

“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
Address
PO BOX 1406, MOUNT DORA, FL 32756-1406

Signing Officer

Name
First National Bank of Mt Dora
Title
Trustee
Phone
3523832140
Signed
2023-01-03
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
4

Preparer

Firm
Silbernagel & Burroughs Pa
Address
1934 N DONNELLY ST STE B, MOUNT DORA, FL 32757
Preparer
Gabriel Burroughs CPA
Phone
3527296752
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“Philanthropic, performing arts, public library, public facilities, sister city programs, childrens home.”

Raw XML AppendixShowing 400 of 746 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/OccupancyGrp/TotalAmt080623
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING & ADVERTISING
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2FOUNDATION SOFTWARE
IRS990/OtherExpensesGrp/FundraisingAmt01262
IRS990/OtherExpensesGrp/FundraisingAmt1467
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09255
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13421
IRS990/OtherExpensesGrp/ProgramServicesAmt031550
IRS990/OtherExpensesGrp/ProgramServicesAmt120320
IRS990/OtherExpensesGrp/ProgramServicesAmt211667
IRS990/OtherExpensesGrp/TotalAmt042067
IRS990/OtherExpensesGrp/TotalAmt120320
IRS990/OtherExpensesGrp/TotalAmt215555
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMIN FEE REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0198929
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0198929
IRS990/OtherRevenueTotalAmt0198929
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06008
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044062
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0150212
IRS990/OtherSalariesAndWagesGrp/TotalAmt0200282
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt047598
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt040305
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0474
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03478
IRS990/PayrollTaxesGrp/ProgramServicesAmt011855
IRS990/PayrollTaxesGrp/TotalAmt015807
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS: 71 MOUNT DORA AREA STUDENTS WERE AWARDED SCHOLARSHIPS DURING THE YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0101450
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02083516
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0720058
IRS990/PYInvestmentIncomeAmt01918642
IRS990/PYOtherExpensesAmt095662
IRS990/PYOtherRevenueAmt092224
IRS990/PYRevenuesLessExpensesAmt02847913
IRS990/PYSalariesCompEmpBnftPaidAmt0430749
IRS990/PYTotalExpensesAmt01246469
IRS990/PYTotalRevenueAmt04094382
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02301339
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-245
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01473411
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01820115
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0YEAR ENDING AUGUST 31, 2020 (2019) $305,000YEAR ENDING AUGUST 31, 2021 (2020) $360,000YEAR ENDING AUGUST 31, 2021 (2020) $358,392YEAR ENDING AUGUST 31, 2022 (2021) $1,145,000YEAR ENDING AUGUST 31, 2022 (2021) $197,714YEAR ENDING AUGUST 31, 2022 (2021) $71,819YEAR ENDING AUGUST 31, 2022 (2021) $169,410
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Unusual grants Part II or Part III line 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0668524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01365124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0338134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0198215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0374904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02944901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0424854
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0425570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0411875
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0364450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0434218
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02060967
IRS990ScheduleA/PublicSupportCY170Pct00.57010
IRS990ScheduleA/PublicSupportPY170Pct00.55170
IRS990ScheduleA/PublicSupportTotal170Amt02854080
IRS990ScheduleA/SubstantialContributorsTotAmt090821
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0668524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01365124
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0338134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0198215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0374904
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02944901
IRS990ScheduleA/TotalSupportAmt05005868
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/BookValueAmt0513424
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0128171
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0641595
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0107228
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07226051
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt039391
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06634086
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0104797
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-419331
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt097928
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06017287
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt088098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07226051
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt081355
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01299949
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt083088
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03914317
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01802719
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06017287
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt074533
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0457872
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt054310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02677185
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01744213
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03914317
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt075933
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-376838
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt042145
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02598065
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02677185
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt027900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0293692
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0144527
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0122504
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt059968
IRS990ScheduleD/DonorAdvisedFundsHeldCnt018
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0799525
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014375
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014375
IRS990ScheduleD/LandGrp/BookValueAmt0115717
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0115717
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07560
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016426
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt023986
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITY PROGRAMS, CHILDRENS HOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0636701
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0101450
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt071
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt275000
IRS990ScheduleI/RecipientTable/CashGrantAmt330000
IRS990ScheduleI/RecipientTable/CashGrantAmt45000
IRS990ScheduleI/RecipientTable/CashGrantAmt517600
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt7100000
IRS990ScheduleI/RecipientTable/CashGrantAmt87500
IRS990ScheduleI/RecipientTable/CashGrantAmt99000
IRS990ScheduleI/RecipientTable/CashGrantAmt106000
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt1216392
IRS990ScheduleI/RecipientTable/CashGrantAmt136000
IRS990ScheduleI/RecipientTable/CashGrantAmt145000
IRS990ScheduleI/RecipientTable/CashGrantAmt157500
IRS990ScheduleI/RecipientTable/CashGrantAmt1615414
IRS990ScheduleI/RecipientTable/CashGrantAmt179342
IRS990ScheduleI/RecipientTable/CashGrantAmt1815000
IRS990ScheduleI/RecipientTable/CashGrantAmt1910000
IRS990ScheduleI/RecipientTable/CashGrantAmt2011501
IRS990ScheduleI/RecipientTable/CashGrantAmt2169690
IRS990ScheduleI/RecipientTable/CashGrantAmt2213782
IRS990ScheduleI/RecipientTable/CashGrantAmt2337444
IRS990ScheduleI/RecipientTable/CashGrantAmt2426578
IRS990ScheduleI/RecipientTable/CashGrantAmt2544687
IRS990ScheduleI/RecipientTable/CashGrantAmt265000
IRS990ScheduleI/RecipientTable/CashGrantAmt2719199
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C19
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5GOVT
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501C6
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501C3

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,552,848
Liabilities
$0
Net assets
$21,552,848
Revenue
$4,209,963
Expenses
$1,908,624
Net income
$2,301,339
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
2022Detailed filing. Detailed filing data is available for this year.$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