Civic Intelligence

Foundation for the Roman Catholic Diocese of Altoona Johnstown Inc

990 • Fiscal year 2016 • EIN 25-1625390

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 05, 2016

Organization ProfileINDEPENDENTCATHOLICFOUNDATION.ORG
3618 Fifth Ave No 1Altoona, PA 16602

(814) 201-2080

Siviq Scores

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

Liabilities / Assets

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

1.33x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

5th percentile

-53%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

11th percentile

$100,868

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

31st percentile

-1.5%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-82%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$25,862,212

Down $384,215 (-1.5%) from 2015

Net Assets

Down

$25,050,037

Down $324,843 (-1.3%) from 2015

Liabilities

Down

$812,175

Down $59,372 (-6.8%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin5th percentile

Revenue

Down

$611,922

Down $2,729,756 (-82%) from 2015

Expenses

Down

$936,765

Down $22,809 (-2.4%) from 2015

Net Income

Down

-$324,843

Down $2,706,947 (-114%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$60M$40M$20M$0Assets 2011: $18,072,936Liabilities 2011: $692,558Net Assets 2011: $17,380,3782011Assets 2012: $17,997,226Liabilities 2012: $658,105Net Assets 2012: $17,339,1212012Assets 2013: $20,766,243Liabilities 2013: $776,375Net Assets 2013: $19,989,8682013Assets 2014: $23,843,310Liabilities 2014: $849,858Net Assets 2014: $22,993,4522014Assets 2015: $26,246,427Liabilities 2015: $871,547Net Assets 2015: $25,374,8802015Assets 2016: $25,862,212Liabilities 2016: $812,175Net Assets 2016: $25,050,0372016Assets 2017: $28,530,333Liabilities 2017: $1,093,676Net Assets 2017: $27,436,6572017Assets 2019: $33,227,115Liabilities 2019: $1,231,860Net Assets 2019: $31,995,2552019Assets 2020: $33,941,039Liabilities 2020: $2,116,959Net Assets 2020: $31,824,0802020Assets 2021: $42,000,453Liabilities 2021: $1,650,436Net Assets 2021: $40,350,0172021Assets 2022: $35,931,954Liabilities 2022: $1,711,347Net Assets 2022: $34,220,6072022Assets 2024: $41,655,145Liabilities 2024: $2,004,729Net Assets 2024: $39,650,4162024Assets 2025: $44,736,205Liabilities 2025: $2,066,917Net Assets 2025: $42,669,2882025

Highlighted filing

2016

Assets$25,862,212
Liabilities$812,175
Net Assets$25,050,037
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $699,2552011Expenses 2012: $662,9972012Expenses 2013: $798,4582013Revenue 2014: $5,098,355Expenses 2014: $871,983Net Income 2014: $4,226,3722014Revenue 2015: $3,341,678Expenses 2015: $959,574Net Income 2015: $2,382,1042015Revenue 2016: $611,922Expenses 2016: $936,765Net Income 2016: -$324,8432016Revenue 2017: $3,510,212Expenses 2017: $1,123,592Net Income 2017: $2,386,6202017Revenue 2019: $3,390,241Expenses 2019: $1,604,653Net Income 2019: $1,785,5882019Revenue 2020: $1,899,342Expenses 2020: $2,070,517Net Income 2020: -$171,1752020Revenue 2021: $10,338,366Expenses 2021: $1,812,429Net Income 2021: $8,525,9372021Revenue 2022: $2,096,997Expenses 2022: $2,061,305Net Income 2022: $35,6922022Revenue 2024: $1,745,255Expenses 2024: $2,171,245Net Income 2024: -$425,9902024Revenue 2025: $2,106,432Expenses 2025: $2,138,109Net Income 2025: -$31,6772025

Highlighted filing

2016

Revenue$611,922
Expenses$936,765
Net Income-$324,843
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 5, 2016
Return Version
2015v2.1
Gross Receipts
$2,165,271
Mission and Program Overview

Mission

To provide funding for the diocesan church, so that the lord's work may continue within the diocese of altoona-johnstown

Fund development to support various ministerial endeavors within the altoona johnstown diocese

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,657,868$25,203,593▼ $454,275
Accounts Receivable$271,810$350,657▲ $78,847
Savings and Temporary Cash Investments$246,393$244,129▼ $2,264
Cash and Non-Interest-Bearing Accounts$59,518$51,187▼ $8,331
Prepaid Expenses and Deferred Charges$6,344$9,062▲ $2,718
Land, Buildings, and Equipment, Net$4,494$3,584▼ $910
Total Assets$26,246,427$25,862,212▼ $384,215
Liabilities
Other Liabilities$853,188$796,236▼ $56,952
Accounts Payable and Accrued Expenses$18,359$15,939▼ $2,420
Total Liabilities$871,547$812,175▼ $59,372
Net Assets / Fund Balance
Permanently Rstr Net Assets$17,527,357$18,238,277▲ $710,920
Temporarily Rstr Net Assets$7,634,291$6,888,474▼ $745,817
Unrestricted Net Assets$213,232$-76,714▼ $289,946
Total Net Assets Fund Balance$25,374,880$25,050,037▼ $324,843
Total Liabilities and Net Assets / Fund Balance$26,246,427$25,862,212▼ $384,215

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,584$7,694-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$25,120,352$791,062▼ $179,778$747,432$24,794,871
2014$22,741,998$2,662,826▲ $672,959$957,431$25,120,352
2013$19,794,488$1,113,115▲ $2,488,618$654,223$22,741,998
2012$17,182,544$1,891,095▲ $1,322,762$602,190$19,794,488
2011$17,257,998$784,664▼ $375,528$484,590$17,182,544
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
B HiergeistExecutive DirectorFT$82,750$18,118$100,868

Board Members and Trustees

NameTitle
D PersioBoard Member
H DurbinBoard Member
J CarrieriBoard Member
J KellerBoard Member
J WolfBoard Member
M DifrancescoBoard Member
M GarverBoard Member
M MarascoBoard Member
P DelriccoBoard Member
R HalversonBoard Member
R LeaheyBoard Member
T KamnikarBoard Member
V BarberaBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$791,062
Program Service Revenue
$0
Investment Income
$-179,586
Other Revenue
$446
All Other Contributions
$791,062
Change in Net Assets
$-324,843

Audited Revenue Reconciliation

Revenue per Audited Statements
$611,922
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$611,922
Total Revenue per Form 990
$611,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$816,142
Salaries, Compensation, and Employee Benefits$120,623
Total Fundraising Expense$31,571
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$82,750-$82,750
Advertising--$31,571$31,571
Fees for Service Investment Mgmnt Fees-$20,000-$20,000
Other Employee Benefits-$18,118-$18,118
Occupancy-$12,000-$12,000
Other Salaries and Wages-$11,791-$11,791
Insurance-$8,161-$8,161
Payroll Taxes-$7,964-$7,964
Office Expenses-$7,069-$7,069
Other Expenses$35,500$4,590-$4,590
Depreciation Depletion-$1,265-$1,265
Total Functional Expenses$715,861$189,333$31,571$936,765

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$936,765
Total Expenses per Audited Statements$936,765
Total Expenses per Form 990$936,765
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Distributions Payable$633,143
Pass Through Contributions Payable$159,227
Annuities Payable$3,866
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 A, Line 8B

“The sub-committees provide recommendations to the governing body....the sub-committees are not authorized to make decisions on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The external auditor prepares the 990. Once prepared, the auditor emails the 990 to the executive director. The executive director emails the 990 to each board member for review. Any comments or questions by the board members are forwarded to the executive director.”

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

“Trustees are given a questionairre each year to disclose the existence of any conflicts of interest.”

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

“As with any major decisions, the board must collectively deliberate and determine compensation of the executive director to ensure fair compensation. Such meetings are documented in the minutes.”

Form 990, Part VI, Section C, Line 19

“Financial statements, governing documents, and conflict of interest policy is made available upon request. Financial statements and 990 are also available on the foundation website.”

Filing and Contact Details

Filer

Filer Name
Foundation for the Roman Catholic
EIN
25-1625390
Phone
8142012080
Address
3618 FIFTH AVE NO 1, ALTOONA, PA 16602
Doing Business As
Independent Catholic Foundation for the Diocese of Altoona-johnstown

Signing Officer

Name
William Hiergeist
Title
Executive Director
Phone
8142012080
Signed
2016-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Hiergeist
Formed
1990
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
0

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
D Baumgartner CPA
Phone
8149446191
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from the prior year”

Financial Statement Notes

PART V, LINE 4:

“To provide ongoing support for cemeteries, scholarships, and other ministerial endeavors within the altoona-johnstown diocese.”

Raw XML AppendixShowing 400 of 484 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/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt012000
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IRS990/OperateHospitalInd00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt018118
IRS990/OtherExpensesGrp/Desc0DISTRIBUTIONS FROM ENDO
IRS990/OtherExpensesGrp/Desc1GRANTS
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc3DIOCESE ADMIN FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14590
IRS990/OtherExpensesGrp/ProgramServicesAmt0680361
IRS990/OtherExpensesGrp/ProgramServicesAmt135500
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IRS990/OtherExpensesGrp/TotalAmt135500
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IRS990/OtherExpensesGrp/TotalAmt34590
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IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ENDOWMENT MGMT FEES
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-192
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IRS990/OtherSalariesAndWagesGrp/TotalAmt011791
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07964
IRS990/PayrollTaxesGrp/TotalAmt07964
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt017527357
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt018238277
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06344
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09062
IRS990/PrincipalOfficerNm0WILLIAM HIERGEIST
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02662826
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0635740
IRS990/PYOtherExpensesAmt0843715
IRS990/PYOtherRevenueAmt043112
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02382104
IRS990/PYSalariesCompEmpBnftPaidAmt0115859
IRS990/PYTotalExpensesAmt0959574
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03341678
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-324843
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0246393
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0244129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0791062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02662826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01113115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01892176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0784764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07243943
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0286566
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0199332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0146016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0169307
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0820349
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0638
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0271068
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0234009
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0212504
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0718219
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82480
IRS990ScheduleA/PublicSupportPY170Pct00.81210
IRS990ScheduleA/PublicSupportTotal170Amt07243943
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0791062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02662826
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01113115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01892176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0784764
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07243943
IRS990ScheduleA/TotalSupportAmt08782511
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
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0791062
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt024794871
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-179778
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0747432
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022741998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02662826
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025120352
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0672959
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0957431
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt019794488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01113115
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022741998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02488618
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0654223
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-277
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt017182544
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01891095
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt019794488
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0602190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt017257998
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0784664
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt017182544
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-375528
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0484590
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03584
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07694
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt011278
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0633143
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13866
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2159227
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DISTRIBUTIONS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ANNUITIES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PASS THROUGH CONTRIBUTIONS PAYABLE
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0611922
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE ONGOING SUPPORT FOR CEMETERIES, SCHOLARSHIPS, AND OTHER MINISTERIAL ENDEAVORS WITHIN THE ALTOONA-JOHNSTOWN DIOCESE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03584
IRS990ScheduleD/TotalExpensesPerForm990Amt0936765
IRS990ScheduleD/TotalLiabilityAmt0796236
IRS990ScheduleD/TotalRevenuePerForm990Amt0611922
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0611922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0936765
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SUB-COMMITTEES PROVIDE RECOMMENDATIONS TO THE GOVERNING BODY....THE SUB-COMMITTEES ARE NOT AUTHORIZED TO MAKE DECISIONS ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXTERNAL AUDITOR PREPARES THE 990. ONCE PREPARED, THE AUDITOR EMAILS THE 990 TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR EMAILS THE 990 TO EACH BOARD MEMBER FOR REVIEW. ANY COMMENTS OR QUESTIONS BY THE BOARD MEMBERS ARE FORWARDED TO THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE GIVEN A QUESTIONAIRRE EACH YEAR TO DISCLOSE THE EXISTENCE OF ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS WITH ANY MAJOR DECISIONS, THE BOARD MUST COLLECTIVELY DELIBERATE AND DETERMINE COMPENSATION OF THE EXECUTIVE DIRECTOR TO ENSURE FAIR COMPENSATION. SUCH MEETINGS ARE DOCUMENTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY IS MADE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS AND 990 ARE ALSO AVAILABLE ON THE FOUNDATION WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,862,212
Liabilities
$812,175
Net assets
$25,050,037
Revenue
$611,922
Expenses
$936,765
Net income
-$324,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.7$2.07$42.7$2.11$2.14$0.03
2024Detailed filing. Detailed filing data is available for this year.$41.7$2.00$39.7$1.75$2.17$0.43
2022Detailed filing. Detailed filing data is available for this year.$35.9$1.71$34.2$2.10$2.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$42.0$1.65$40.4$10.3$1.81$8.53
2020Detailed filing. Detailed filing data is available for this year.$33.9$2.12$31.8$1.90$2.07$0.17
2019Detailed filing. Detailed filing data is available for this year.$33.2$1.23$32.0$3.39$1.60$1.79
2017Detailed filing. Detailed filing data is available for this year.$28.5$1.09$27.4$3.51$1.12$2.39
2016Detailed filing. Detailed filing data is available for this year.$25.9$0.81$25.1$0.61$0.94$0.32
2015Detailed filing. Detailed filing data is available for this year.$26.2$0.87$25.4$3.34$0.96$2.38
2014Detailed filing. Detailed filing data is available for this year.$23.8$0.85$23.0$5.10$0.87$4.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.78$20.0$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.66$17.3$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$0.69$17.4$0.70