Civic Intelligence

Lourdes Foundation Inc.

990 • Fiscal year 2019 • EIN 23-7367336

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

Organization ProfileWWW.LOURDESFOUNDATION.ORG
2800 19th Street NWRochester, MN 55901

(507) 424-1817

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

14th percentile

0.01x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$17,886

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

47th percentile

2.3%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$7,694,064

Up $172,839 (+2.3%) from 2018

Net Assets

Up

$7,683,615

Up $174,126 (+2.3%) from 2018

Liabilities

Down

$10,449

Down $1,287 (-11%) from 2018

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

Down

$717,182

Down $429,211 (-37%) from 2018

Expenses

Up

$401,230

Up $19,545 (+5.1%) from 2018

Net Income

Down

$315,952

Down $448,756 (-59%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2019

Assets$7,694,064
Liabilities$10,449
Net Assets$7,683,615
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$717,182
Expenses$401,230
Net Income$315,952
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$3,465,706
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$7,123,613$7,585,760▲ $462,147
Savings and Temporary Cash Investments$380,395$92,703▼ $287,692
Prepaid Expenses and Deferred Charges$1,111$869▼ $242
Accounts Receivable$1,077$518▼ $559
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$7,521,225$7,694,064▲ $172,839
Other Assets Total$15,029$14,214▼ $815
Liabilities
Accounts Payable and Accrued Expenses$11,736$10,449▼ $1,287
Total Liabilities$11,736$10,449▼ $1,287
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,594,532$6,866,844▲ $272,312
Temporarily Rstr Net Assets$727,935$640,022▼ $87,913
Unrestricted Net Assets$187,022$176,749▼ $10,273
Total Net Assets Fund Balance$7,509,489$7,683,615▲ $174,126
Total Liabilities and Net Assets / Fund Balance$7,521,225$7,694,064▲ $172,839

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$6,594,532$272,312--$6,866,844
2017$6,107,645$486,887--$6,594,532
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi CafarellaAdvancement CoordinatorPT$17,618$268$17,886

Board Members and Trustees

NameTitle
Michon SchaeferPresident
Nick ForlitiPresident - Elect
Andrew DavickDirector
Darci KopischkeDirector
Doug Luebbe ResignedDirector
Dr Sharon LibiDirector
James RogersDirector
Jean CaplesDirector
John Beatty ResignedDirector
Joseph MahoneyDirector
Kari SchillingDirector
Kathleen AllisonDirector
Kc ReedDirector
Kevin BroadbentDirector
Melissa BrinkmanDirector
Brenda Berg ResignedSecretary
Connie KurthSecretary
Gerry NonnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$315,027
Program Service Revenue
$0
Investment Income
$402,155
Other Revenue
$0
All Other Contributions
$315,027
Change in Net Assets
$315,952

Audited Revenue Reconciliation

Revenue per Audited Statements
$675,604
Revenue Not Reported on Financial Statements
$41,578
Revenue Not Reported on Form 990
$-138,826
Other Revenue Adjustments
$41,578
Total Revenue per Audited Statements
$536,778
Total Revenue per Form 990
$717,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$330,095
Other Expenses$68,683
Salaries, Compensation, and Employee Benefits$2,452
Total Fundraising Expense$2,229
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$330,095--$330,095
Fees for Service Investment Mgmnt Fees-$41,578-$41,578
Fees for Services Accounting-$11,500-$11,500
Other Expenses$10,150--$10,150
Advertising$1,854-$927$2,781
Office Expenses$8$683$683$1,374
Other Salaries and Wages$1,214$51$55$1,320
Other Employee Benefits$931$40$46$1,017
All Other Expenses-$434$434$868
Occupancy$283$12$13$308
Information Technology$62-$62$124
Payroll Taxes$99$7$9$115
Total Functional Expenses$344,696$54,305$2,229$401,230

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$401,230
Total Expenses per Audited Statements$362,652
Expenses per Audited Statements$359,652
Expenses Not Reported on Financial Statements$41,578
Other Expense Adjustments$41,578
Expenses Not Reported on Form 990$3,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lourdes High SchoolRochester, MN170(b)(1)(a)(ii)Student Scholarships$330,095
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
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 presented to the finance and investment committee and 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
5074241817
Address
2800 19TH STREET NW, ROCHESTER, MN 55901

Signing Officer

Name
James Rogers
Title
President
Phone
5074241817
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Rogers
Formed
1974
Legal Domicile
Mn
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
20

Preparer

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

Additional Explanations

Form 990, Part III, Line 3

“The organization ceased conducting the alumni program.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 41,578.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 41,578.”

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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/TitleTxt5PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18ADVANCEMENT COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0194412
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0280095
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0330095
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0330095
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02942936
IRS990/GrossReceiptsAmt03465706
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt062
IRS990/InformationTechnologyGrp/ProgramServicesAmt062
IRS990/InformationTechnologyGrp/TotalAmt0124
IRS990/InvestmentIncomeGrp/ExclusionAmt0207743
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0207743
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07123613
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07585760
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022695
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt022695
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02748524
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/NetAssetsOrFundBalancesBOYAmt07509489
IRS990/NetAssetsOrFundBalancesEOYAmt07683615
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0194412
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0194412
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-141826
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt013
IRS990/OccupancyGrp/ManagementAndGeneralAmt012
IRS990/OccupancyGrp/ProgramServicesAmt0283
IRS990/OccupancyGrp/TotalAmt0308
IRS990/OfficeExpensesGrp/FundraisingAmt0683
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0683
IRS990/OfficeExpensesGrp/ProgramServicesAmt08
IRS990/OfficeExpensesGrp/TotalAmt01374
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015029
IRS990/OtherAssetsTotalGrp/EOYAmt014214
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt046
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt040
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0931
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01017
IRS990/OtherExpensesGrp/Desc0STAFF ENRICHMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt010150
IRS990/OtherExpensesGrp/TotalAmt010150
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01214
IRS990/OtherSalariesAndWagesGrp/TotalAmt01320
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07
IRS990/PayrollTaxesGrp/ProgramServicesAmt099
IRS990/PayrollTaxesGrp/TotalAmt0115
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06594532
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06866844
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01111
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0869
IRS990/PrincipalOfficerNm0JAMES ROGERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT OF ROCHESTER CATHOLIC SCHOOL STUDENT ACTIVITIES, ATHLETICS, FINE ARTS AND MUSIC, AND PHILANTHROPIC ADVANCEMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt014601
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0607613
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0232830
IRS990/PYInvestmentIncomeAmt0538780
IRS990/PYOtherExpensesAmt0103699
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0764708
IRS990/PYSalariesCompEmpBnftPaidAmt045156
IRS990/PYTotalExpensesAmt0381685
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01146393
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0315952
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0380395
IRS990/SavingsAndTempCashInvstGrp/EOYAmt092703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0315027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0607613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0488781
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0625463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0258266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02295150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0207743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0170521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0164307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0199476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0180359
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0922406
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71330
IRS990ScheduleA/PublicSupportPY170Pct00.71850
IRS990ScheduleA/PublicSupportTotal170Amt02295150
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0315027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0607613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0488781
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0625463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0258266
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02295150
IRS990ScheduleA/TotalSupportAmt03217556
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/BeginningYearBalanceAmt06594532
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0272312
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06866844
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06107645
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0486887
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06594532
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05735760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0367271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06107645
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04614
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05182640
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0538914
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05735760
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014206
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05000964
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0181676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05182640
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt03000
IRS990ScheduleD/DonatedServicesUseFcltsAmt03000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022695
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022695
IRS990ScheduleD/ExpensesNotReportedAmt03000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt041578
IRS990ScheduleD/ExpensesSubtotalAmt0359652

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,694,064
Liabilities
$10,449
Net assets
$7,683,615
Revenue
$717,182
Expenses
$401,230
Net income
$315,952
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