Civic Intelligence

Onward a Legacy Foundation

990 • Fiscal year 2016 • EIN 26-0045741

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

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

63rd percentile

0.22x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.82x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

89th percentile

39%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

36th percentile

$9,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

145%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$2,568,808

Up $434,163 (+20%) from 2015

Net Assets

Up

$2,004,505

Up $267,385 (+15%) from 2015

Liabilities

Up

$564,303

Up $166,778 (+42%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin89th percentile

Revenue

Up

$688,149

Up $407,396 (+145%) from 2015

Expenses

Up

$420,764

Up $11,056 (+2.7%) from 2015

Net Income

Up

$267,385

Up $396,340 (+307%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2016

Assets$2,568,808
Liabilities$564,303
Net Assets$2,004,505
Open 2016 Filing

Operations Trend

Revenue Growth96th 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

2016

Revenue$688,149
Expenses$420,764
Net Income$267,385
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$696,214
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$1,931,944$2,096,024▲ $164,080
Pledges and Grants Receivable$8,064$211,113▲ $203,049
Accounts Receivable$1,756$100,816▲ $99,060
Savings and Temporary Cash Investments$155,665$58,591▼ $97,074
Cash and Non-Interest-Bearing Accounts$34,704$51,654▲ $16,950
Investments Other Securities-$47,443-
Prepaid Expenses and Deferred Charges$2,512$3,167▲ $655
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,134,645$2,568,808▲ $434,163
Other Assets Total-$0-
Liabilities
Other Liabilities$389,678$557,047▲ $167,369
Accounts Payable and Accrued Expenses$6,947$7,256▲ $309
Deferred Revenue$900--
Total Liabilities$397,525$564,303▲ $166,778
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,450,894$1,506,410▲ $55,516
Permanently Rstr Net Assets$210,856$423,186▲ $212,330
Unrestricted Net Assets$75,370$74,909▼ $461
Total Net Assets Fund Balance$1,737,120$2,004,505▲ $267,385
Total Liabilities and Net Assets / Fund Balance$2,134,645$2,568,808▲ $434,163

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$263,485$200,310▲ $28,129-$473,519
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
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
Rick FlemingDirector
Robby HenesDirector
Stephen HansonDirector
Suzanne ButterfieldSecretary
Darlene WiemerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$467,776
Program Service Revenue
$14,411
Investment Income
$194,519
Other Revenue
$11,443
All Other Contributions
$415,922
Change in Net Assets
$267,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$666,700
Revenue Not Reported on Financial Statements
$21,449
Revenue Not Reported on Form 990
$29,343
Other Revenue Adjustments
$21,449
Total Revenue per Audited Statements
$696,043
Total Revenue per Form 990
$688,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$188,486
Salaries, Compensation, and Employee Benefits$117,857
Other Expenses$114,421
Total Fundraising Expense$7,283
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$120,600--$120,600
Other Salaries and Wages$82,746$9,507$7,283$99,536
Grants to Domestic Individuals$67,886--$67,886
Fees for Services Management$21,449--$21,449
Fees for Services Accounting-$11,838-$11,838
Payroll Taxes$7,000$2,321-$9,321
Current Officers, Directors, Trustees, and Key Employees-$9,000-$9,000
Other Expenses$5,791$72-$5,863
All Other Expenses$2,396$1,500-$3,896
Travel$3,523--$3,523
Information Technology$2,165$731-$2,896
Occupancy$2,387--$2,387
Insurance$444$1,093-$1,537
Office Expenses$1,159$209-$1,368
Advertising$140$18-$158
Total Functional Expenses$376,318$37,163$7,283$420,764

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$428,658
Total Expenses per Form 990$420,764
Expenses per Audited Statements$399,315
Expenses Not Reported on Form 990$29,343
Expenses Not Reported on Financial Statements$21,449
Other Expense Adjustments$21,449
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bridge Emergency ShltrCortez, CO-Support Shelter & Day Labor Center$26,000
Cortez Rotary Investment FdCortez, CO-Transfer to Investment Fund$12,000
Ksjd Community RadioCortez, CO-GRANTS FOR OPERATIONS and theatre$12,000
Southwest CO Canyons AllianceDolores, CO-Transfer of Investment Funds$11,000
Cortez Public LibraryCortez, CO-Endowment income and grants$6,800
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$19,508
Fundraising Direct Expenses$8,065
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$19,508$19,508$8,065$11,443
Total Events$19,508$19,508$8,065$11,443
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$557,047
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
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles R Forth Jr
Formed
2002
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
9
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 7 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 12 AGENCY FUNDS. ONWARD INVESTS FUNDS ON BEHALF OF 12 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 $21449”

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

“Inter-Fund Management Fees $21449”

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IRS990/FundraisingDirectExpensesAmt08065
IRS990/FundraisingGrossIncomeAmt019508
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt051854
IRS990/GrantAmt026000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt067886
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt067886
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0120600
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0120600
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0696214
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0731
IRS990/InformationTechnologyGrp/ProgramServicesAmt02165
IRS990/InformationTechnologyGrp/TotalAmt02896
IRS990/InsuranceGrp/ManagementAndGeneralAmt01093
IRS990/InsuranceGrp/ProgramServicesAmt0444
IRS990/InsuranceGrp/TotalAmt01537
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0194519
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0194519
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt047443
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01931944
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02096024
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/NetAssetsOrFundBalancesBOYAmt01737120
IRS990/NetAssetsOrFundBalancesEOYAmt02004505
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011443
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011443
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt02387
IRS990/OccupancyGrp/TotalAmt02387
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0209
IRS990/OfficeExpensesGrp/ProgramServicesAmt01159
IRS990/OfficeExpensesGrp/TotalAmt01368
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3Meals
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0126
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1748
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt272
IRS990/OtherExpensesGrp/ProgramServicesAmt046730
IRS990/OtherExpensesGrp/ProgramServicesAmt16465
IRS990/OtherExpensesGrp/ProgramServicesAmt25437
IRS990/OtherExpensesGrp/ProgramServicesAmt35791
IRS990/OtherExpensesGrp/TotalAmt046730
IRS990/OtherExpensesGrp/TotalAmt16591
IRS990/OtherExpensesGrp/TotalAmt26185
IRS990/OtherExpensesGrp/TotalAmt35863
IRS990/OtherLiabilitiesGrp/BOYAmt0389678
IRS990/OtherLiabilitiesGrp/EOYAmt0557047
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07283
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09507
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt082746
IRS990/OtherSalariesAndWagesGrp/TotalAmt099536
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02321
IRS990/PayrollTaxesGrp/ProgramServicesAmt07000
IRS990/PayrollTaxesGrp/TotalAmt09321
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0210856
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0423186
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08064
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0211113
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02512
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03167
IRS990/PrincipalOfficerNm0Charles R Forth Jr
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014411
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014411
IRS990/ProgSrvcAccomActy2Grp/Desc0ADMINISTRATION OF 3 DONOR-ADVISED FUNDS WHICH MADE GRANTS TO 11 NON-PROFIT AND GOVERNMENT ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt085830
IRS990/ProgSrvcAccomActy2Grp/GrantAmt075300
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt062761
IRS990/ProgSrvcAccomActy3Grp/Desc0ADMINISTRATION OF 13 SCHOLARSHIP FUNDS WHICH PAID SCHOLARSHIPS TO 134 INDIVIDUALS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt074106
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0127774
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0237479
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0200229
IRS990/PYInvestmentIncomeAmt015306
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0125224
IRS990/PYOtherRevenueAmt010288
IRS990/PYProgramServiceRevenueAmt017680
IRS990/PYRevenuesLessExpensesAmt0-128955
IRS990/PYSalariesCompEmpBnftPaidAmt084255
IRS990/PYTotalExpensesAmt0409708
IRS990/PYTotalRevenueAmt0280753
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0267385
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0161027
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0155665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058591
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0467776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0237479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0294654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0375383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01089466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02464758
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0173070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-11827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0141432
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0165827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0119629
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0588131
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.80740
IRS990ScheduleA/PublicSupportPY170Pct00.85410
IRS990ScheduleA/PublicSupportTotal170Amt02464758
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0467776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0237479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0294654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0375383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01089466
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02464758
IRS990ScheduleA/TotalSupportAmt03052889
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/AdministrativeExpensesAmt01549
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0263485
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0200310
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0473519
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt016856
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt028129
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0275922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01945
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0263485
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt010993
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3409
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0265385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02275
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0275922
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt012692

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,568,808
Liabilities
$564,303
Net assets
$2,004,505
Revenue
$688,149
Expenses
$420,764
Net income
$267,385
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