Civic Intelligence

Lourdes Foundation Inc.

990 • Fiscal year 2017 • EIN 23-7367336

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileWWW.LOURDESFOUNDATION.ORG
1710 Industrial Drive NWRochester, MN 55901

(507) 289-2584

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

27th percentile

$67,730

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-50%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$6,784,749

Up $704,255 (+12%) from 2016

Net Assets

Up

$6,767,015

Up $694,048 (+11%) from 2016

Liabilities

Up

$17,734

Up $10,207 (+136%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Down

$739,393

Down $751,408 (-50%) from 2016

Expenses

Up

$461,806

Up $54,618 (+13%) from 2016

Net Income

Down

$277,587

Down $806,026 (-74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$15M$10M$5.0M$0Assets 2011: $5,473,433Liabilities 2011: $8,926Net Assets 2011: $5,464,5072011Assets 2012: $5,217,687Liabilities 2012: $10,239Net Assets 2012: $5,207,4482012Assets 2013: $5,139,116Liabilities 2013: $10,145Net Assets 2013: $5,128,9712013Assets 2014: $5,749,071Liabilities 2014: $10,047Net Assets 2014: $5,739,0242014Assets 2015: $5,711,842Liabilities 2015: $12,192Net Assets 2015: $5,699,6502015Assets 2016: $6,080,494Liabilities 2016: $7,527Net Assets 2016: $6,072,9672016Assets 2017: $6,784,749Liabilities 2017: $17,734Net Assets 2017: $6,767,0152017Assets 2018: $7,521,225Liabilities 2018: $11,736Net Assets 2018: $7,509,4892018Assets 2019: $7,694,064Liabilities 2019: $10,449Net Assets 2019: $7,683,6152019Assets 2020: $7,971,050Liabilities 2020: $10,900Net Assets 2020: $7,960,1502020Assets 2021: $9,983,725Liabilities 2021: $12,460Net Assets 2021: $9,971,2652021Assets 2022: $9,396,847Liabilities 2022: $15,026Net Assets 2022: $9,381,8212022Assets 2023: $10,368,941Liabilities 2023: $27,332Net Assets 2023: $10,341,6092023Assets 2024: $11,629,576Liabilities 2024: $19,390Net Assets 2024: $11,610,1862024

Highlighted filing

2017

Assets$6,784,749
Liabilities$17,734
Net Assets$6,767,015
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $362,9072011Expenses 2012: $528,0502012Expenses 2013: $3,110,4562013Revenue 2014: $578,796Expenses 2014: $399,540Net Income 2014: $179,2562014Revenue 2015: $410,830Expenses 2015: $350,572Net Income 2015: $60,2582015Revenue 2016: $1,490,801Expenses 2016: $407,188Net Income 2016: $1,083,6132016Revenue 2017: $739,393Expenses 2017: $461,806Net Income 2017: $277,5872017Revenue 2018: $1,146,393Expenses 2018: $381,685Net Income 2018: $764,7082018Revenue 2019: $717,182Expenses 2019: $401,230Net Income 2019: $315,9522019Revenue 2020: $1,019,303Expenses 2020: $440,813Net Income 2020: $578,4902020Revenue 2021: $1,112,183Expenses 2021: $456,849Net Income 2021: $655,3342021Revenue 2022: $1,937,290Expenses 2022: $500,322Net Income 2022: $1,436,9682022Revenue 2023: $897,969Expenses 2023: $486,926Net Income 2023: $411,0432023Revenue 2024: $1,384,254Expenses 2024: $510,338Net Income 2024: $873,9162024

Highlighted filing

2017

Revenue$739,393
Expenses$461,806
Net Income$277,587
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$4,086,792
Mission and Program Overview

Mission

To unite alumni, parents, and friends in celebration and support of rochester catholic schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,603,294$6,348,394▲ $745,100
Savings and Temporary Cash Investments$470,474$420,198▼ $50,276
Prepaid Expenses and Deferred Charges$2,600$1,938▼ $662
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$6,080,494$6,784,749▲ $704,255
Other Assets Total$4,126$14,219▲ $10,093
Liabilities
Accounts Payable and Accrued Expenses$4,527$17,734▲ $13,207
Deferred Revenue$3,000--
Total Liabilities$7,527$17,734▲ $10,207
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,735,760$6,107,645▲ $371,885
Temporarily Rstr Net Assets$241,660$538,723▲ $297,063
Unrestricted Net Assets$95,547$120,647▲ $25,100
Total Net Assets Fund Balance$6,072,967$6,767,015▲ $694,048
Total Liabilities and Net Assets / Fund Balance$6,080,494$6,784,749▲ $704,255

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$22,695$22,695

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$5,735,760$367,271▲ $4,614-$6,107,645
2015$5,182,640$538,914▲ $14,206-$5,735,760
2014$5,000,964$181,676--$5,182,640
2013$4,776,140$224,824--$5,000,964
2012$4,512,923$263,217--$4,776,140
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacqueline FarrellFormer Executive DirectorFT$65,000$2,730$67,730

Board Members and Trustees

NameTitle
Darci KopischkePresident
Michon SchaeferPresident-elect
Denny NigonDirector
Doug LuebbeDirector
James RogersDirector
John BeattyDirector
John LawsonDirector
Joseph MahoneyDirector
Julie BurgartDirector
Kevin BroadbentDirector
Melissa BrinkmanDirector
Nick ForlitiDirector
Shannon KnoepkeDirector
Brenda BergSecretary
Gerry NonnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$488,781
Program Service Revenue
$0
Investment Income
$250,612
Other Revenue
$0
All Other Contributions
$468,346
Change in Net Assets
$277,587

Audited Revenue Reconciliation

Revenue per Audited Statements
$692,276
Revenue Not Reported on Financial Statements
$47,117
Revenue Not Reported on Form 990
$428,461
Other Revenue Adjustments
$47,117
Total Revenue per Audited Statements
$1,120,737
Total Revenue per Form 990
$739,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$213,070
Salaries, Compensation, and Employee Benefits$127,085
Other Expenses$121,651
Total Fundraising Expense$24,686
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$213,070--$213,070
Current Officers, Directors, Trustees, and Key Employees$61,973$2,709$3,048$67,730
Other Salaries and Wages$44,596$1,937$2,179$48,712
Fees for Service Investment Mgmnt Fees-$46,405-$46,405
Office Expenses$5,107$4,379$7,453$16,939
Fees for Services Accounting-$13,825-$13,825
Advertising$9,012-$4,016$13,028
Payroll Taxes$9,024$407$457$9,888
Information Technology$4,939-$4,940$9,879
Occupancy$6,198$664$747$7,609
All Other Expenses-$1,812$1,812$3,624
Other Employee Benefits$691$30$34$755
Conferences and Meetings$712--$712
Other Expenses$200--$200
Total Functional Expenses$364,952$72,168$24,686$461,806

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$461,806
Total Expenses per Audited Statements$426,689
Expenses per Audited Statements$414,689
Expenses Not Reported on Financial Statements$47,117
Other Expense Adjustments$47,117
Expenses Not Reported on Form 990$12,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lourdes High SchoolRochester, MN170(b)(1)(a)(ii)Student Scholarships$207,570
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,843
Fundraising Gross Income$21,843
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fish Fry$21,317$12,089$5,674$6,415
Hall of Fame$20,961$9,754$2,317$7,437
Total Events$42,278$21,843$21,843$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
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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 B, Line 11B

“A draft of form 990 is emailed to the entire board of directors for review and approval before filing with the irs.”

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

“Each board member is required to disclose conflicts of interest as they arise.”

Form 990, Part VI, Section B, Line 15A

“Performance evaluation forms were sent to the entire board of directors. The officers compiled the results of the completed evaluations and discussed with the executive director. Salary recommendations were compared with regional comparative data.”

Form 990, Part VI, Section C, Line 18

“The lourdes foundation form 990 is made available to the public on its website or upon request.”

Form 990, Part VI, Section C, Line 19

“Lourdes foundation makes its governing documents and conflict of interest policy available to the public upon request. The financial statements are made available to the public at guidestar.org website.”

Filing and Contact Details

Filer

Filer Name
Lourdes Foundation Inc
EIN
23-7367336
Phone
5072892584
Address
1710 INDUSTRIAL DRIVE NW, ROCHESTER, MN 55901

Signing Officer

Name
Michon Schaefer
Title
President
Phone
5072892584
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michon Schaefer
Formed
1974
Legal Domicile
Mn
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
105

Preparer

Firm
Smith Schafer and Assoc Ltd
Address
220 SOUTH BROADWAY SUITE 102, ROCHESTER, MN 55904
Preparer
Thomas H Wente
Phone
5072883277
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 46,405. Annual meeting expense 712.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 46,405. Annual meeting expense 712.”

Raw XML AppendixShowing 400 of 538 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/FundraisingAmt020435
IRS990/FundraisingDirectExpensesAmt021843
IRS990/FundraisingGrossIncomeAmt021843
IRS990/GainOrLossGrp/SecuritiesAmt086305
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0213070
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0213070
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0213070
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03411861
IRS990/GrossReceiptsAmt04086792
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04940
IRS990/InformationTechnologyGrp/ProgramServicesAmt04939
IRS990/InformationTechnologyGrp/TotalAmt09879
IRS990/InvestmentIncomeGrp/ExclusionAmt0164307
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0164307
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05603294
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06348394
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022695
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt022695
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03325556
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO UNITE ALUMNI, PARENTS, AND FRIENDS IN CELEBRATION AND SUPPORT OF ROCHESTER CATHOLIC SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06072967
IRS990/NetAssetsOrFundBalancesEOYAmt06767015
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt086305
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt086305
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0416461
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0747
IRS990/OccupancyGrp/ManagementAndGeneralAmt0664
IRS990/OccupancyGrp/ProgramServicesAmt06198
IRS990/OccupancyGrp/TotalAmt07609
IRS990/OfficeExpensesGrp/FundraisingAmt07453
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04379
IRS990/OfficeExpensesGrp/ProgramServicesAmt05107
IRS990/OfficeExpensesGrp/TotalAmt016939
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04126
IRS990/OtherAssetsTotalGrp/EOYAmt014219
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt034
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0691
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0755
IRS990/OtherExpensesGrp/Desc0ALUMNI RELATIONS
IRS990/OtherExpensesGrp/Desc1STAFF ENRICHMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt09430
IRS990/OtherExpensesGrp/ProgramServicesAmt1200
IRS990/OtherExpensesGrp/TotalAmt09430
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02179
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01937
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044596
IRS990/OtherSalariesAndWagesGrp/TotalAmt048712
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0457
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0407
IRS990/PayrollTaxesGrp/ProgramServicesAmt09024
IRS990/PayrollTaxesGrp/TotalAmt09888
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05735760
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06107645
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01938
IRS990/PrincipalOfficerNm0MICHON SCHAEFER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ALUMNI PROGRAM INCLUDES SUPPORTING 9 REUNIONS REACHING OVER 900 ALUMNI WITH INVITATIONS, MAINTENANCE OF A DATABASE, CREATION OF WEBPAGES, ONLINE WEB SUPPORT FOR REGISTRATION, PUBLICATIONS, CONDUCTING TOURS, EVENTS, OFFICE SUPPORT TO ORGANIZE REUNIONS AND SOLICIATION FOR CLASS SCHOLARSHIP. RECOGNITION OF ALUMNI AT VISITATION AND FUNERALS. ANNUAL EVENT OF LOURDES HIGH SCHOOL SPORTS HALL OF FAME TO RECOGNIZE ALUMNI REACHING OVER 1,500 ALUMNI, PARENTS AND FRIENDS WITH INVITATION AND EVENT WITH 330 GUESTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt065342
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF LOURDES HIGH SCHOOL STUDENT ACTIVITIES, ATHLETICS, FINE ARTS AND MUSIC, AND PHILANTHROPIC ADVANCEMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt035531
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0625463
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0182475
IRS990/PYInvestmentIncomeAmt0865338
IRS990/PYOtherExpensesAmt0112953
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01083613
IRS990/PYSalariesCompEmpBnftPaidAmt0111760
IRS990/PYTotalExpensesAmt0407188
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01490801
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0277587
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0470474
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0420198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0488781
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0625463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0258266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0286493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0332619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01991622
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0164307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0199476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0180359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0173391
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0181899
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0899432
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68890
IRS990ScheduleA/PublicSupportPY170Pct00.64480
IRS990ScheduleA/PublicSupportTotal170Amt01991622
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0488781
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0625463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0258266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0286493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0332619
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01991622
IRS990ScheduleA/TotalSupportAmt02891054
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/CYEndwmtFundGrp/BeginningYearBalanceAmt05735760
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0367271
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06107645
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04614
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05182640
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0538914
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05735760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014206
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05000964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0181676
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05182640
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04776140
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0224824
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05000964
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04512923
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0263217
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04776140
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt012000
IRS990ScheduleD/DonatedServicesUseFcltsAmt012000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022695
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022695
IRS990ScheduleD/ExpensesNotReportedAmt012000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt047117
IRS990ScheduleD/ExpensesSubtotalAmt0414689
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0416461
IRS990ScheduleD/OtherExpensesNotIncludedAmt047117
IRS990ScheduleD/OtherRevenuesNotIncludedAmt047117
IRS990ScheduleD/RevenueNotReportedAmt0428461
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt047117
IRS990ScheduleD/RevenueSubtotalAmt0692276
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES 46,405. ANNUAL MEETING EXPENSE 712.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEES 46,405. ANNUAL MEETING EXPENSE 712.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,784,749
Liabilities
$17,734
Net assets
$6,767,015
Revenue
$739,393
Expenses
$461,806
Net income
$277,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.02$11.6$1.38$0.51$0.87
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.03$10.3$0.90$0.49$0.41
2022Detailed filing. Detailed filing data is available for this year.$9.40$0.02$9.38$1.94$0.50$1.44
2021Detailed filing. Detailed filing data is available for this year.$9.98$0.01$9.97$1.11$0.46$0.66
2020Detailed filing. Detailed filing data is available for this year.$7.97$0.01$7.96$1.02$0.44$0.58
2019Detailed filing. Detailed filing data is available for this year.$7.69$0.01$7.68$0.72$0.40$0.32
2018Detailed filing. Detailed filing data is available for this year.$7.52$0.01$7.51$1.15$0.38$0.76
2017Detailed filing. Detailed filing data is available for this year.$6.78$0.02$6.77$0.74$0.46$0.28
2016Detailed filing. Detailed filing data is available for this year.$6.08$0.01$6.07$1.49$0.41$1.08
2015Detailed filing. Detailed filing data is available for this year.$5.71$0.01$5.70$0.41$0.35$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.75$0.01$5.74$0.58$0.40$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$0.01$5.13$3.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.01$5.21$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.01$5.46$0.36