Civic Intelligence

Onward a Legacy Foundation

990 • Fiscal year 2014 • EIN 26-0045741

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

Organization Profilewww.onwardfoundation.org
PO Box 26Cortez, CO 81321

(970) 565-9200

Siviq Scores

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

Liabilities / Assets

59th percentile

0.18x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.87x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$7,500

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

64th percentile

7.0%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$2,285,299

Up $149,186 (+7.0%) from 2013

Net Assets

Up

$1,866,075

Up $86,657 (+4.9%) from 2013

Liabilities

Up

$419,224

Up $62,529 (+18%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin77th percentile

Revenue

Down

$479,851

Down $125,665 (-21%) from 2013

Expenses

Down

$393,194

Down $25,093 (-6.0%) from 2013

Net Income

Down

$86,657

Down $100,572 (-54%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $729,669Liabilities 2010: $142,431Net Assets 2010: $587,2382010Assets 2011: $861,034Liabilities 2011: $194,574Net Assets 2011: $666,4602011Assets 2012: $1,770,093Liabilities 2012: $177,904Net Assets 2012: $1,592,1892012Assets 2013: $2,136,113Liabilities 2013: $356,695Net Assets 2013: $1,779,4182013Assets 2014: $2,285,299Liabilities 2014: $419,224Net Assets 2014: $1,866,0752014Assets 2015: $2,134,645Liabilities 2015: $397,525Net Assets 2015: $1,737,1202015Assets 2016: $2,568,808Liabilities 2016: $564,303Net Assets 2016: $2,004,5052016Assets 2017: $2,757,228Liabilities 2017: $602,181Net Assets 2017: $2,155,0472017Assets 2018: $3,364,855Liabilities 2018: $1,100,307Net Assets 2018: $2,264,5482018Assets 2019: $3,260,012Liabilities 2019: $605,425Net Assets 2019: $2,654,5872019Assets 2020: $4,255,081Liabilities 2020: $716,243Net Assets 2020: $3,538,8382020Assets 2021: $5,517,184Liabilities 2021: $781,261Net Assets 2021: $4,735,9232021Assets 2022: $5,693,377Liabilities 2022: $591,096Net Assets 2022: $5,102,2812022Assets 2023: $6,567,529Liabilities 2023: $669,309Net Assets 2023: $5,898,2202023Assets 2024: $7,978,527Liabilities 2024: $778,952Net Assets 2024: $7,199,5752024

Highlighted filing

2014

Assets$2,285,299
Liabilities$419,224
Net Assets$1,866,075
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $471,0352010Expenses 2011: $506,3112011Expenses 2012: $327,7692012Revenue 2013: $605,516Expenses 2013: $418,287Net Income 2013: $187,2292013Revenue 2014: $479,851Expenses 2014: $393,194Net Income 2014: $86,6572014Revenue 2015: $280,753Expenses 2015: $409,708Net Income 2015: -$128,9552015Revenue 2016: $688,149Expenses 2016: $420,764Net Income 2016: $267,3852016Revenue 2017: $615,903Expenses 2017: $465,361Net Income 2017: $150,5422017Revenue 2018: $1,082,196Expenses 2018: $972,695Net Income 2018: $109,5012018Revenue 2019: $2,011,121Expenses 2019: $1,621,082Net Income 2019: $390,0392019Revenue 2020: $2,201,949Expenses 2020: $1,317,698Net Income 2020: $884,2512020Revenue 2021: $2,913,041Expenses 2021: $1,715,956Net Income 2021: $1,197,0852021Revenue 2022: $3,597,468Expenses 2022: $2,572,635Net Income 2022: $1,024,8332022Revenue 2023: $4,158,533Expenses 2023: $3,781,548Net Income 2023: $376,9852023Revenue 2024: $5,147,847Expenses 2024: $3,846,492Net Income 2024: $1,301,3552024

Highlighted filing

2014

Revenue$479,851
Expenses$393,194
Net Income$86,657
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$487,886
Mission and Program Overview

Mission

Onward! Is a tax-exempt, non-profit community foundation organized for public charity purposes. Onward!'s mission is to provide opportunities to develop and maintain a sustainable resource base that will enhance the quality of life for residents in the four corners' communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,887,459$2,133,859▲ $246,400
Savings and Temporary Cash Investments$129,179$65,876▼ $63,303
Cash and Non-Interest-Bearing Accounts$28,663$26,498▼ $2,165
Accounts Receivable$425$17,387▲ $16,962
Prepaid Expenses and Deferred Charges$907$1,699▲ $792
Pledges and Grants Receivable$50,000$1,329▼ $48,671
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,136,113$2,285,299▲ $149,186
Other Assets Total$39,480$38,651▼ $829
Liabilities
Other Liabilities$353,598$413,541▲ $59,943
Accounts Payable and Accrued Expenses$3,097$5,683▲ $2,586
Total Liabilities$356,695$419,224▲ $62,529
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,518,942$1,590,136▲ $71,194
Permanently Rstr Net Assets$218,657$220,932▲ $2,275
Unrestricted Net Assets$41,819$55,007▲ $13,188
Total Net Assets Fund Balance$1,779,418$1,866,075▲ $86,657
Total Liabilities and Net Assets / Fund Balance$2,136,113$2,285,299▲ $149,186

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$265,385$2,275▲ $22,344-$275,922
2013$239,644$3,192▲ $24,843-$265,385
2012$120,611$103,914▲ $18,974-$239,644
2011$105,870$4,947▲ $11,110-$120,611
2010$149,317$1,993▲ $26,685-$105,870
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charles R Forth JrExecutive DirecPT$7,500$7,500

Board Members and Trustees

NameTitle
Pete MontanoPresident
Mb McafeeVice President
Laura HerrickDirector
Pam ThompsonDirector
Robby HenesDirector
Stephen HansonDirector
Brenda HindmarshSecretary
Darlene WiemerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$295,983
Program Service Revenue
$6,940
Investment Income
$161,776
Other Revenue
$15,152
All Other Contributions
$256,332
Change in Net Assets
$86,657

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$47,240Fair Value
Total Noncash Contributions1$47,240-

Audited Revenue Reconciliation

Revenue per Audited Statements
$459,507
Revenue Not Reported on Financial Statements
$20,344
Revenue Not Reported on Form 990
$21,733
Other Revenue Adjustments
$20,344
Total Revenue per Audited Statements
$481,240
Total Revenue per Form 990
$479,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$218,677
Other Expenses$110,532
Salaries, Compensation, and Employee Benefits$63,985
Total Fundraising Expense$5,433
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,634--$110,634
Grants to Domestic Individuals$108,043--$108,043
Other Salaries and Wages$49,437$1,122-$50,559
Fees for Services Management$6,678$20,344$5,433$32,455
Occupancy$12,333$375-$12,708
Fees for Services Accounting$200$11,220-$11,420
Current Officers, Directors, Trustees, and Key Employees-$7,500-$7,500
Payroll Taxes$4,865$1,061-$5,926
Office Expenses$2,177$179-$2,356
Other Expenses$1,005$924-$1,929
Travel$1,665--$1,665
Insurance$485$820-$1,305
Advertising$1,154--$1,154
Information Technology$1,025$119-$1,144
All Other Expenses$151$642-$793
Conferences and Meetings$490$25-$515
Total Functional Expenses$342,222$45,539$5,433$393,194

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$394,583
Total Expenses per Form 990$393,194
Expenses per Audited Statements$372,850
Expenses Not Reported on Form 990$21,733
Expenses Not Reported on Financial Statements$20,344
Other Expense Adjustments$20,344
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bridge Emergency ShltrCortez, CO501(c)(3)Support Shelter & Day Labor Center$25,292
Village Center for the ArtsNew Milford, CT501(c)(3)Grant for operations$15,000
Leukemia & Lymphoma SocietySeattle, WA501(c)(3)Grant for operations$7,500
Cortez Public LibraryCortez, CO501(c)(3)Endowment income and grants$7,367
Ksjd Community RadioCortez, CO501(c)(3)Grants for Operations$6,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,187
Fundraising Direct Expenses$8,035
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$23,187$23,187$8,035$15,152
Total Events$23,187$23,187$8,035$15,152
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Payable$413,541
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The President is the father-in-law of the Executive Director.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is provided to the board either at a board meeting or via email and reviewed by the president before the president signs the 990.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Every year each board member and key employees complete a conflict of interest disclosure.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request at the office.”

Filing and Contact Details

Filer

Filer Name
Onward a Legacy Foundation
EIN
26-0045741
Phone
9705659200
Address
PO BOX 26, CORTEZ, CO 81321

Signing Officer

Name
Pete Montano
Title
President
Signed
2015-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles R Forth Jr
Formed
2002
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
135

Preparer

Firm
Forth & Associates Pc
Address
33 N Chestnut Street, Cortez, CO 81321-3101
Preparer
Charles R Forth Jr
Phone
9705659200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: ADMINISTRATION OF 8 FISCAL AGENCY FUNDS. THE LARGEST FUNDS ARE RELATED TO School Community Youth AND Canyonslands preservation and education. OTHER PROGRAM SERVICES 5: ADMINISTRATION OF 9 MISCELLANEOUS SPECIAL INTEREST FUNDS. OTHER PROGRAM SERVICES 6: ADMINISTRATION OF 9 AGENCY FUNDS. ONWARD INVESTS FUNDS ON BEHALF OF 9 DIFFERENT NON-PROFITS FOR VARIOUS PURPOSES, INCLUDING RESERVE FUNDS, BUILDING FUNDS AND LONG-TERM STRATEGIC FUNDS.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“All endowment funds intend to pay out earnings to support program costs for beneficial non-profits and charitable causes once specific criteria of each fund, set by the fund advisory committees, are met.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Inter-fund Management Fees $20344”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Inter-Fund Management Fees $20344”

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IRS990/FundraisingGrossIncomeAmt023187
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt039651
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0108043
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0108043
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0110634
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0110634
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0487886
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0119
IRS990/InformationTechnologyGrp/ProgramServicesAmt01025
IRS990/InformationTechnologyGrp/TotalAmt01144
IRS990/InsuranceGrp/ManagementAndGeneralAmt0820
IRS990/InsuranceGrp/ProgramServicesAmt0485
IRS990/InsuranceGrp/TotalAmt01305
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0141432
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt020344
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0161776
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01887459
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02133859
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CO
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ONWARD! IS A TAX-EXEMPT, NON-PROFIT COMMUNITY FOUNDATION ORGANIZED FOR PUBLIC CHARITY PURPOSES. ONWARD!'S MISSION IS TO PROVIDE OPPORTUNITIES TO DEVELOP AND MAINTAIN A SUSTAINABLE RESOURCE BASE THAT WILL ENHANCE THE QUALITY OF LIFE FOR RESIDENTS IN THE FOUR CORNERS' COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01779418
IRS990/NetAssetsOrFundBalancesEOYAmt01866075
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015152
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt047240
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0375
IRS990/OccupancyGrp/ProgramServicesAmt012333
IRS990/OccupancyGrp/TotalAmt012708
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0179
IRS990/OfficeExpensesGrp/ProgramServicesAmt02177
IRS990/OfficeExpensesGrp/TotalAmt02356
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt039480
IRS990/OtherAssetsTotalGrp/EOYAmt038651
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1Meals
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0833
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2924
IRS990/OtherExpensesGrp/ProgramServicesAmt033936
IRS990/OtherExpensesGrp/ProgramServicesAmt16022
IRS990/OtherExpensesGrp/ProgramServicesAmt21922
IRS990/OtherExpensesGrp/ProgramServicesAmt31005
IRS990/OtherExpensesGrp/TotalAmt033936
IRS990/OtherExpensesGrp/TotalAmt16855
IRS990/OtherExpensesGrp/TotalAmt22297
IRS990/OtherExpensesGrp/TotalAmt31929
IRS990/OtherLiabilitiesGrp/BOYAmt0353598
IRS990/OtherLiabilitiesGrp/EOYAmt0413541
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01122
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt049437
IRS990/OtherSalariesAndWagesGrp/TotalAmt050559
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01061
IRS990/PayrollTaxesGrp/ProgramServicesAmt04865
IRS990/PayrollTaxesGrp/TotalAmt05926
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0218657
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0220932
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01329
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0907
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01699
IRS990/PrincipalOfficerNm0CHARLES R FORTH JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06940
IRS990/ProgSrvcAccomActy2Grp/Desc0ADMINISTRATION OF 8 FISCAL AGENCY FUNDS. THE LARGEST FUNDS ARE RELATED TO School Community Youth AND Canyonslands preservation and education.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0103779
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0143054
IRS990/ProgSrvcAccomActy3Grp/Desc0ADMINISTRATION OF 2 DONOR-ADVISED FUNDS WHICH MADE GRANTS TO 14 NON-PROFIT AND GOVERNMENT ORGANIZATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt096300
IRS990/ProgSrvcAccomActy3Grp/GrantAmt096300
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt039591
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0397738
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0239604
IRS990/PYInvestmentIncomeAmt0183722
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0137633
IRS990/PYOtherRevenueAmt015350
IRS990/PYProgramServiceRevenueAmt08706
IRS990/PYRevenuesLessExpensesAmt0187229
IRS990/PYSalariesCompEmpBnftPaidAmt041050
IRS990/PYTotalExpensesAmt0418287
IRS990/PYTotalRevenueAmt0605516
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt086657
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0188907
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0129179
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065876
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0294654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0375383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01089466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0534126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0306247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02599876
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0141432
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0165827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0119629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022302
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0466674
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.84780
IRS990ScheduleA/PublicSupportPY170Pct00.87320
IRS990ScheduleA/PublicSupportTotal170Amt02599876
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0294654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0375383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01089466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0534126
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0306247
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02599876
IRS990ScheduleA/TotalSupportAmt03066550
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01390
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0265385
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02275
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0275922
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt012692
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt022344
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01269
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0239644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03192
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0265385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024843
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0120611
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0103914
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0239644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03855
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018974
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0105870
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04947
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0120611
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01316

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,285,299
Liabilities
$419,224
Net assets
$1,866,075
Revenue
$479,851
Expenses
$393,194
Net income
$86,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.98$0.78$7.20$5.15$3.85$1.30
2023Detailed filing. Detailed filing data is available for this year.$6.57$0.67$5.90$4.16$3.78$0.38
2022Detailed filing. Detailed filing data is available for this year.$5.69$0.59$5.10$3.60$2.57$1.02
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.78$4.74$2.91$1.72$1.20
2020Detailed filing. Detailed filing data is available for this year.$4.26$0.72$3.54$2.20$1.32$0.88
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.61$2.65$2.01$1.62$0.39
2018Detailed filing. Detailed filing data is available for this year.$3.36$1.10$2.26$1.08$0.97$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.60$2.16$0.62$0.47$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.56$2.00$0.69$0.42$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.40$1.74$0.28$0.41$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.42$1.87$0.48$0.39$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.36$1.78$0.61$0.42$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.18$1.59$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.19$0.67$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.14$0.59$0.47