Civic Intelligence

Onward a Legacy Foundation

990 • Fiscal year 2015 • EIN 26-0045741

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

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

60th percentile

0.19x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

1.42x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

7th percentile

-46%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$9,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

18th percentile

-6.6%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$2,134,645

Down $150,654 (-6.6%) from 2014

Net Assets

Down

$1,737,120

Down $128,955 (-6.9%) from 2014

Liabilities

Down

$397,525

Down $21,699 (-5.2%) from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin7th percentile

Revenue

Down

$280,753

Down $199,098 (-41%) from 2014

Expenses

Up

$409,708

Up $16,514 (+4.2%) from 2014

Net Income

Down

-$128,955

Down $215,612 (-249%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2015

Assets$2,134,645
Liabilities$397,525
Net Assets$1,737,120
Open 2015 Filing

Operations Trend

Revenue Growth7th 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

2015

Revenue$280,753
Expenses$409,708
Net Income-$128,955
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$288,489
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$2,133,859$1,931,944▼ $201,915
Savings and Temporary Cash Investments$65,876$155,665▲ $89,789
Cash and Non-Interest-Bearing Accounts$26,498$34,704▲ $8,206
Pledges and Grants Receivable$1,329$8,064▲ $6,735
Prepaid Expenses and Deferred Charges$1,699$2,512▲ $813
Accounts Receivable$17,387$1,756▼ $15,631
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$2,285,299$2,134,645▼ $150,654
Other Assets Total$38,651$0▼ $38,651
Liabilities
Other Liabilities$413,541$389,678▼ $23,863
Accounts Payable and Accrued Expenses$5,683$6,947▲ $1,264
Deferred Revenue-$900-
Total Liabilities$419,224$397,525▼ $21,699
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,590,136$1,450,894▼ $139,242
Permanently Rstr Net Assets$220,932$210,856▼ $10,076
Unrestricted Net Assets$55,007$75,370▲ $20,363
Total Net Assets Fund Balance$1,866,075$1,737,120▼ $128,955
Total Liabilities and Net Assets / Fund Balance$2,285,299$2,134,645▼ $150,654

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$275,922$1,945▼ $3,409-$263,485
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
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charles R Forth JrExecutive DirectorPT$9,000$9,000

Board Members and Trustees

NameTitle
Pete MontanoPresident
Mb McafeeVice President
Errin WalkerDirector
Laura HerrickDirector
Robby HenesDirector
Stephen HansonDirector
Suzanne ButterfieldSecretary
Darlene WiemerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$237,479
Program Service Revenue
$17,680
Investment Income
$15,306
Other Revenue
$10,288
All Other Contributions
$165,226
Change in Net Assets
$-128,955

Audited Revenue Reconciliation

Revenue per Audited Statements
$253,620
Revenue Not Reported on Financial Statements
$27,133
Revenue Not Reported on Form 990
$25,798
Other Revenue Adjustments
$27,133
Total Revenue per Audited Statements
$279,418
Total Revenue per Form 990
$280,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,229
Other Expenses$125,224
Salaries, Compensation, and Employee Benefits$84,255
Total Fundraising Expense$6,315
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,939--$111,939
Grants to Domestic Individuals$88,290--$88,290
Other Salaries and Wages$63,042$5,405-$68,447
Fees for Services Management$27,133--$27,133
Fees for Services Accounting$165$4,947$6,315$11,427
Current Officers, Directors, Trustees, and Key Employees-$9,000-$9,000
Payroll Taxes$5,445$1,363-$6,808
Other Expenses$6,301$27-$6,328
Office Expenses$2,579$1,306-$3,885
Travel$3,255--$3,255
Advertising$2,707$50-$2,757
Occupancy$2,559--$2,559
Information Technology$2,158$171-$2,329
Insurance$246$1,144-$1,390
Total Functional Expenses$377,193$26,200$6,315$409,708

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$409,708
Total Expenses per Audited Statements$408,373
Expenses per Audited Statements$382,575
Expenses Not Reported on Financial Statements$27,133
Other Expense Adjustments$27,133
Expenses Not Reported on Form 990$25,798
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bridge Emergency ShltrCortez, CO-Support Shelter & Day Labor Center$26,000
Cortez Public LibraryCortez, CO-Endowment income and grants$8,250
Ksjd Community RadioCortez, CO-Grants for Operations$7,500
Renew IncCortez, CO-Grant for Operations$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,024
Fundraising Direct Expenses$7,736
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$18,024$18,024$7,736$10,288
Total Events$18,024$18,024$7,736$10,288
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$389,678
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
2016-11-14
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
8
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 Canyon lands preservation and education. OTHER PROGRAM SERVICES 5: ADMINISTRATION OF 10 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.”

Form 8868, Page 2, LIne 4

“Attached IRS Approval Letters for 1st and 2nd extension.”

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 $27133”

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

“Inter-Fund Management Fees $27133”

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IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0171
IRS990/InformationTechnologyGrp/ProgramServicesAmt02158
IRS990/InformationTechnologyGrp/TotalAmt02329
IRS990/InsuranceGrp/ManagementAndGeneralAmt01144
IRS990/InsuranceGrp/ProgramServicesAmt0246
IRS990/InsuranceGrp/TotalAmt01390
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0-11827
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt027133
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015306
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02133859
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01931944
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
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/NetAssetsOrFundBalancesBOYAmt01866075
IRS990/NetAssetsOrFundBalancesEOYAmt01737120
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010288
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt02559
IRS990/OccupancyGrp/TotalAmt02559
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01306
IRS990/OfficeExpensesGrp/ProgramServicesAmt02579
IRS990/OfficeExpensesGrp/TotalAmt03885
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt038651
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3Meals
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12387
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt227
IRS990/OtherExpensesGrp/ProgramServicesAmt042952
IRS990/OtherExpensesGrp/ProgramServicesAmt110980
IRS990/OtherExpensesGrp/ProgramServicesAmt27442
IRS990/OtherExpensesGrp/ProgramServicesAmt36301
IRS990/OtherExpensesGrp/TotalAmt042952
IRS990/OtherExpensesGrp/TotalAmt111380
IRS990/OtherExpensesGrp/TotalAmt29829
IRS990/OtherExpensesGrp/TotalAmt36328
IRS990/OtherLiabilitiesGrp/BOYAmt0413541
IRS990/OtherLiabilitiesGrp/EOYAmt0389678
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05405
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt063042
IRS990/OtherSalariesAndWagesGrp/TotalAmt068447
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01363
IRS990/PayrollTaxesGrp/ProgramServicesAmt05445
IRS990/PayrollTaxesGrp/TotalAmt06808
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0220932
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0210856
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01329
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08064
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01699
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02512
IRS990/PrincipalOfficerNm0Charles R Forth Jr
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017680
IRS990/ProgSrvcAccomActy2Grp/Desc0ADMINISTRATION OF 12 SCHOLARSHIP FUNDS WHICH PAID SCHOLARSHIPS TO 123 INDIVIDUALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt097214
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt073334
IRS990/ProgSrvcAccomActy3Grp/Desc0ADMINISTRATION OF 3 DONOR-ADVISED FUNDS WHICH MADE GRANTS TO 11 NON-PROFIT AND GOVERNMENT ORGANIZATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt075007
IRS990/ProgSrvcAccomActy3Grp/GrantAmt067400
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0295983
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0218677
IRS990/PYInvestmentIncomeAmt0161776
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0110532
IRS990/PYOtherRevenueAmt015152
IRS990/PYProgramServiceRevenueAmt06940
IRS990/PYRevenuesLessExpensesAmt086657
IRS990/PYSalariesCompEmpBnftPaidAmt063985
IRS990/PYTotalExpensesAmt0393194
IRS990/PYTotalRevenueAmt0479851
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-128955
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0156668
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065876
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0155665
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0237479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0294654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0375383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01089466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0534126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02531108
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-11827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0141432
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0165827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0119629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017484
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0432545
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.85410
IRS990ScheduleA/PublicSupportPY170Pct00.84780
IRS990ScheduleA/PublicSupportTotal170Amt02531108
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0237479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0294654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0375383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01089466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0534126
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02531108
IRS990ScheduleA/TotalSupportAmt02963653
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/CYEndwmtFundGrp/BeginningYearBalanceAmt0275922
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01945
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0263485
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt010993
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01390
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0265385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02275
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0275922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt012692
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt022344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0239644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03192
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0265385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024843
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0120611
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0103914
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0239644
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03855
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018974
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0105870
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04947
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0120611

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,134,645
Liabilities
$397,525
Net assets
$1,737,120
Revenue
$280,753
Expenses
$409,708
Net income
-$128,955
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