Civic Intelligence

62Nd & 65Th Regiments Legacy Foundation Inc.

990 • Fiscal year 2015 • EIN 23-7325582

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 09, 2016

Organization ProfileWWW.LINCOLNU.EDU//PAGES/188.ASP
820 Chestnut StreetJefferson City, MO 65102

(573) 681-6029

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

22nd percentile

0.05x

Higher debt load relative to revenue than 22% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

87th percentile

$284,434

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.0%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$8,540,549

Down $88,082 (-1.0%) from 2014

Net Assets

Down

$8,461,197

Down $114,999 (-1.3%) from 2014

Liabilities

Up

$79,352

Up $26,917 (+51%) from 2014

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin91st percentile

Revenue

Up

$1,582,455

Up $155,625 (+11%) from 2014

Expenses

Up

$796,994

Up $109,975 (+16%) from 2014

Net Income

Up

$785,461

Up $45,650 (+6.2%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$15M$10M$5.0M$0Assets 2012: $6,119,816Liabilities 2012: $10,380Net Assets 2012: $6,109,4362012Assets 2013: $6,950,202Liabilities 2013: $6,604Net Assets 2013: $6,943,5982013Assets 2014: $8,628,631Liabilities 2014: $52,435Net Assets 2014: $8,576,1962014Assets 2015: $8,540,549Liabilities 2015: $79,352Net Assets 2015: $8,461,1972015Assets 2016: $8,357,937Liabilities 2016: $324,621Net Assets 2016: $8,033,3162016Assets 2017: $9,794,359Liabilities 2017: $264,188Net Assets 2017: $9,530,1712017Assets 2018: $10,530,722Liabilities 2018: $262,705Net Assets 2018: $10,268,0172018Assets 2019: $10,048,497Liabilities 2019: $219,159Net Assets 2019: $9,829,3382019Assets 2020: $9,007,989Liabilities 2020: $281,915Net Assets 2020: $8,726,0742020Assets 2021: $12,018,571Liabilities 2021: $64,309Net Assets 2021: $11,954,2622021Assets 2022: $10,081,205Liabilities 2022: $71,243Net Assets 2022: $10,009,9622022Assets 2023: $10,963,535Liabilities 2023: $7,758Net Assets 2023: $10,955,7772023Assets 2024: $12,044,572Liabilities 2024: $15,907Net Assets 2024: $12,028,6652024Assets 2025: $13,156,228Liabilities 2025: $28,354Net Assets 2025: $13,127,8742025

Highlighted filing

2015

Assets$8,540,549
Liabilities$79,352
Net Assets$8,461,197
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $475,1032012Expenses 2013: $510,2962013Revenue 2014: $1,426,830Expenses 2014: $687,019Net Income 2014: $739,8112014Revenue 2015: $1,582,455Expenses 2015: $796,994Net Income 2015: $785,4612015Revenue 2016: $826,812Expenses 2016: $1,064,132Net Income 2016: -$237,3202016Revenue 2017: $1,159,180Expenses 2017: $589,433Net Income 2017: $569,7472017Revenue 2018: $895,133Expenses 2018: $756,652Net Income 2018: $138,4812018Revenue 2019: $865,359Expenses 2019: $746,121Net Income 2019: $119,2382019Revenue 2020: $324,909Expenses 2020: $606,881Net Income 2020: -$281,9722020Revenue 2021: $762,539Expenses 2021: $346,625Net Income 2021: $415,9142021Revenue 2022: $672,144Expenses 2022: $321,217Net Income 2022: $350,9272022Revenue 2023: $1,133,585Expenses 2023: $500,356Net Income 2023: $633,2292023Revenue 2024: $686,145Expenses 2024: $679,789Net Income 2024: $6,3562024Revenue 2025: $3,481,678Expenses 2025: $614,323Net Income 2025: $2,867,3552025

Highlighted filing

2015

Revenue$1,582,455
Expenses$796,994
Net Income$785,461
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$3,555,051
Mission and Program Overview

Mission

The primary mission of the foundation is to solicit and raise private funds in support of the university. Further, the foundation has a fiduciary responsibility to prudently manage any funds it raises on behalf of the university and its curators

The lincoln university foundation is the primary external fundraising entity of lincoln university and its curators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,963,983$7,934,746▼ $29,237
Cash and Non-Interest-Bearing Accounts$621,648$590,518▼ $31,130
Pledges and Grants Receivable$39,609$13,534▼ $26,075
Total Assets$8,628,631$8,540,549▼ $88,082
Other Assets Total$3,391$1,751▼ $1,640
Liabilities
Accounts Payable and Accrued Expenses$51,185$78,102▲ $26,917
Grants Payable$1,250$1,250→ $0
Total Liabilities$52,435$79,352▲ $26,917
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,182,445$4,311,390▲ $128,945
Temporarily Rstr Net Assets$4,172,223$4,057,121▼ $115,102
Unrestricted Net Assets$221,528$92,686▼ $128,842
Total Net Assets Fund Balance$8,576,196$8,461,197▼ $114,999
Total Liabilities and Net Assets / Fund Balance$8,628,631$8,540,549▼ $88,082

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,928,171--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$7,562,498$294,879▲ $97,935-$7,509,539
2013$6,038,966$805,080▲ $1,153,232-$7,562,498
2012$5,289,514$180,602▲ $802,877-$6,038,966
2011$5,432,662$218,949▼ $57,675-$5,289,514
2010$4,427,400$105,192▲ $995,999-$5,432,662
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleBaseTotal
Earl WheatfallDirector$1,117$1,117

Board Members and Trustees

NameTitle
Rita Heard DaysPresident
Dr Cortez BradleyVice President
Archie BrownDirector
Claudette Scott-rogersDirector
Dave MeyerDirector
Hardy DorseyDirector
James FrankDirector
Joe OutlawDirector
Joe SimmonsDirector
John RencherDirector
Julie JohnsonDirector
Linda Moore HelmDirector
Raymond HooperDirector
Richard WilliamsDirector
Victor PasleyDirector
Kevin RomeEx-officio
James TippinSecretary
Mr James MahonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$437,604
Program Service Revenue
$78,360
Investment Income
$1,005,490
Other Revenue
$61,001
All Other Contributions
$437,604
Change in Net Assets
$785,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,574,089
Revenue Not Reported on Financial Statements
$8,366
Revenue Not Reported on Form 990
$-676,943
Other Revenue Adjustments
$8,366
Total Revenue per Audited Statements
$897,146
Total Revenue per Form 990
$1,582,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$529,330
Grants and Similar Amounts Paid$266,547
Total Fundraising Expense$177,378
Salaries, Compensation, and Employee Benefits$1,117
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$266,547--$266,547
Travel-$52,720-$52,720
All Other Expenses$35,442$13,882-$49,324
Other Expenses$27,666$2,844$0$30,510
Office Expenses-$10,569$3,641$14,210
Fees for Services Accounting-$11,235-$11,235
Conferences and Meetings-$7,474-$7,474
Fees for Services Other-$4,005-$4,005
Insurance-$3,418-$3,418
Current Officers, Directors, Trustees, and Key Employees-$1,117-$1,117
Total Functional Expenses$512,352$107,264$177,378$796,994

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,012,145
Total Expenses per Form 990$796,994
Expenses per Audited Statements$788,628
Expenses Not Reported on Form 990$223,517
Expenses Not Reported on Financial Statements$8,366
Other Expense Adjustments$8,366
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,370
Fundraising Direct Expenses$59,735
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$94,099$94,099$6,594$87,505
Golf Tournament$15,270$15,270$853$14,417
Total Events$112,370$112,370$59,735$52,635
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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Dr. James frank is the brother-in-law of dr. Cortez bradley. Archie brown is the son-in-law of dr. Cortez bradley.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The 990 is reviewed by the treasurer and the executive director. However, the governing body - board of directors is given access and the opportunity to review the form 990 with a copy filed with other documents at the local office. This copy is also made available to the general public with proper requests.”

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

“Each director, principal officer and member of a committee with board-delegated powers shall annually sign a statement regarding the conflict of interest policy. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with board delegated powers considering the proposed transaction or agreement. The board/committee shall then decide if a conflict exists. These proceedings shall be documented in the minutes of the governing board.”

Form 990, Part VI, Section C, Line 19

“All governing documents are available to the general public and can be viewed at 820 chestnut street, jefferson city, mo by appointment and with prior approval of the board.”

Filing and Contact Details

Filer

Filer Name
Lincoln University Foundation Inc
EIN
23-7325582
Phone
5736816029
Address
820 CHESTNUT STREET, JEFFERSON CITY, MO 65102

Signing Officer

Name
James Mahon
Title
Treasurer
Phone
5736816029
Signed
2016-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita Days
Formed
1970
Legal Domicile
Mo
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
35

Preparer

Firm
Williams-keepers LLC
Address
3220 WEST EDGEWOOD SUITE E, JEFFERSON CITY, MO 65109
Preparer
Michael J Oldelehr
Phone
5736356196
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There has been no change in the oversight process or selection process from the previous year.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are intended to be used to provide scholarships, based on financial need, to lincoln university students.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“In-kind contributions 163,782. Fundraising event expenses (netted on 990) 59,735.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Revenue netted with expenses on audit 8,366.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“In-kind contributions 163,782. Fundraising event expenses (netted on 990) 59,735.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Revenue netted with expenses on audit 8,366.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EX-OFFICIO
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IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY MISSION OF THE FOUNDATION IS TO SOLICIT AND RAISE PRIVATE FUNDS IN SUPPORT OF THE UNIVERSITY. FURTHER, THE FOUNDATION HAS A FIDUCIARY RESPONSIBILITY TO PRUDENTLY MANAGE ANY FUNDS IT RAISES ON BEHALF OF THE UNIVERSITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08576196
IRS990/NetAssetsOrFundBalancesEOYAmt08461197
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0674470
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0674470
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt052635
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt052635
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-900460
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt03641
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010569
IRS990/OfficeExpensesGrp/TotalAmt014210
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03391
IRS990/OtherAssetsTotalGrp/EOYAmt01751
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PERSONNEL
IRS990/OtherExpensesGrp/Desc1ATHLETICS
IRS990/OtherExpensesGrp/Desc2DISCRETIONARY ACCOUNTS
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
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IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32844
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt192735
IRS990/OtherExpensesGrp/ProgramServicesAmt289962
IRS990/OtherExpensesGrp/ProgramServicesAmt327666
IRS990/OtherExpensesGrp/TotalAmt0173737
IRS990/OtherExpensesGrp/TotalAmt192735
IRS990/OtherExpensesGrp/TotalAmt289962
IRS990/OtherExpensesGrp/TotalAmt330510
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt08366
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08366
IRS990/OtherRevenueTotalAmt08366
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04182445
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04311390
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt039609
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt013534
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RITA DAYS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SUPPORT ACTIVITIES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt078360
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01011265
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0242229
IRS990/PYInvestmentIncomeAmt0269287
IRS990/PYOtherExpensesAmt0444790
IRS990/PYOtherRevenueAmt054848
IRS990/PYProgramServiceRevenueAmt091430
IRS990/PYRevenuesLessExpensesAmt0739811
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0687019
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01426830
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0785461
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt078360
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE LINCOLN UNIVERSITY FOUNDATION EXISTS TO SUPPORT LINCOLN UNIVERSITY, A STATE FUNDED SCHOOL. THE FOUNDATION DIRECTS PAYMENTS TO THE UNIVERSITY IN SUPPORT OF VARIOUS UNIVERSITY ACTIVITIES AND STUDENT SCHOLARSHIPS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C:
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07562498
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0294879
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07509539
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0445773
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt097935
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06038966
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0805080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07562498
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0434780
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01153232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05289514

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,540,549
Liabilities
$79,352
Net assets
$8,461,197
Revenue
$1,582,455
Expenses
$796,994
Net income
$785,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.03$13.1$3.48$0.61$2.87
2024Detailed filing. Detailed filing data is available for this year.$12.0$0.02$12.0$0.69$0.68$0.01
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.01$11.0$1.13$0.50$0.63
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.07$10.0$0.67$0.32$0.35
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.06$12.0$0.76$0.35$0.42
2020Detailed filing. Detailed filing data is available for this year.$9.01$0.28$8.73$0.32$0.61$0.28
2019Detailed filing. Detailed filing data is available for this year.$10.0$0.22$9.83$0.87$0.75$0.12
2018Detailed filing. Detailed filing data is available for this year.$10.5$0.26$10.3$0.90$0.76$0.14
2017Detailed filing. Detailed filing data is available for this year.$9.79$0.26$9.53$1.16$0.59$0.57
2016Detailed filing. Detailed filing data is available for this year.$8.36$0.32$8.03$0.83$1.06$0.24
2015Detailed filing. Detailed filing data is available for this year.$8.54$0.08$8.46$1.58$0.80$0.79
2014Detailed filing. Detailed filing data is available for this year.$8.63$0.05$8.58$1.43$0.69$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.95$0.01$6.94$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$0.01$6.11$0.48