Civic Intelligence

Aroostook Hospice Foundation House of Comfort

990 • Fiscal year 2022 • EIN 27-0301534

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization ProfileAROOSTOOKHOUSEOFCOMFORT.ORG
PO Box 867Presque Isle, ME 04769-0722

(207) 769-2402

Siviq Scores

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

Liabilities / Assets

86th percentile

0.68x

Higher debt load relative to assets than 86% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

9.13x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

23rd percentile

$19,077

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-22%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$5,293,460

Up $994,646 (+23%) from 2021

Net Assets

Down

$1,708,482

Down $41,578 (-2.4%) from 2021

Liabilities

Up

$3,584,978

Up $1,036,224 (+41%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin76th percentile

Revenue

Down

$392,691

Down $108,111 (-22%) from 2021

Expenses

Up

$292,529

Up $2,006 (+0.7%) from 2021

Net Income

Down

$100,162

Down $110,117 (-52%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $503,075Liabilities 2013: $219,484Net Assets 2013: $283,5912013Assets 2014: $924,685Liabilities 2014: $310,060Net Assets 2014: $614,6252014Assets 2015: $1,387,505Liabilities 2015: $700,653Net Assets 2015: $686,8522015Assets 2016: $2,213,264Liabilities 2016: $1,289,119Net Assets 2016: $924,1452016Assets 2017: $4,108,603Liabilities 2017: $3,011,283Net Assets 2017: $1,097,3202017Assets 2018: $3,942,581Liabilities 2018: $3,280,378Net Assets 2018: $662,2032018Assets 2019: $3,964,948Liabilities 2019: $3,105,814Net Assets 2019: $859,1342019Assets 2020: $4,208,501Liabilities 2020: $2,733,838Net Assets 2020: $1,474,6632020Assets 2021: $4,298,814Liabilities 2021: $2,548,754Net Assets 2021: $1,750,0602021Assets 2022: $5,293,460Liabilities 2022: $3,584,978Net Assets 2022: $1,708,4822022Assets 2023: $5,247,234Liabilities 2023: $3,260,396Net Assets 2023: $1,986,8382023Assets 2024: $5,089,494Liabilities 2024: $2,694,231Net Assets 2024: $2,395,2632024

Highlighted filing

2022

Assets$5,293,460
Liabilities$3,584,978
Net Assets$1,708,482
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $286,911Expenses 2013: $53,049Net Income 2013: $233,8622013Revenue 2014: $336,474Expenses 2014: $11,600Net Income 2014: $324,8742014Revenue 2015: $211,817Expenses 2015: $56,528Net Income 2015: $155,2892015Revenue 2016: $280,158Expenses 2016: $57,258Net Income 2016: $222,9002016Revenue 2017: $178,456Expenses 2017: $54,236Net Income 2017: $124,2202017Revenue 2018: $406,363Expenses 2018: $841,480Net Income 2018: -$435,1172018Revenue 2019: $290,833Expenses 2019: $303,147Net Income 2019: -$12,3142019Revenue 2020: $706,811Expenses 2020: $292,313Net Income 2020: $414,4982020Revenue 2021: $500,802Expenses 2021: $290,523Net Income 2021: $210,2792021Revenue 2022: $392,691Expenses 2022: $292,529Net Income 2022: $100,1622022Revenue 2023: $578,071Expenses 2023: $423,854Net Income 2023: $154,2172023Revenue 2024: $774,219Expenses 2024: $455,673Net Income 2024: $318,5462024

Highlighted filing

2022

Revenue$392,691
Expenses$292,529
Net Income$100,162
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$416,877
Mission and Program Overview

Mission

The mission of the foundation is the construction of a 6-bed hospice residential facility which will provide twenty-four hour a day palliative and hospice care. The facility will have the capacity to provide approximately 1,460 to 2,190 patient days of hospice care annually. Assuming an average stay of 35 days, the facility would have the resources to accommodate 42 to 63 patients per annum at 100 percent of capacity.

Maintenance and support of a 6 bed hospice residential facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,039,993$2,951,037▼ $88,956
Rtn Earn Endowment Incm Other Fnds$1,750,060$1,708,482▼ $41,578
Investments in Publicly Traded Securities$1,174,315$994,535▼ $179,780
Savings and Temporary Cash Investments$50,708$138,768▲ $88,060
Cash and Non-Interest-Bearing Accounts$3,363$44,245▲ $40,882
Accounts Receivable-$24,096-
Inventories for Sale or Use$10,435$10,435→ $0
Pledges and Grants Receivable$20,000$10,000▼ $10,000
Total Assets$4,298,814$5,293,460▲ $994,646
Other Assets Total-$1,120,344-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,547,212$2,462,492▼ $84,720
Other Liabilities-$1,120,344-
Accounts Payable and Accrued Expenses$1,542$2,142▲ $600
Total Liabilities$2,548,754$3,584,978▲ $1,036,224
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,750,060$1,708,482▼ $41,578
Total Liabilities and Net Assets / Fund Balance$4,298,814$5,293,460▲ $994,646

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,715,567$351,731$3,067,298
Land$167,386-$167,386
Other Land Buildings$68,084$68,008$136,092
Other Assets Org$1,120,344--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$851,213-▼ $114,350-$736,863
2021$412,320$368,726▲ $70,167-$851,213
2020$116,043$255,606▲ $40,671-$412,320
2019$93,844$7,662▲ $14,537-$116,043
2018-$101,676▼ $7,832-$93,844
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Abbey ClairExecutive DiFT$19,077$19,077

Board Members and Trustees

NameTitle
Richard M DuncanChairman
Michael D MacphersonVice Chairma
Dr David JonesDirector
Gail Phair KirkDirector
Lise CollinsDirector
Mike ThibodeauDirector
Nancy DuncanDirector
Nancy York PutnamDirector
Norman FournierDirector
Ray HewsDirector
Suzanne HewsDirector
Terri OuelletteDirector
Tyler StolikerDirector
Nancy CronkiteRecording Se
Carol MacphersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$109,262
Program Service Revenue
$212,073
Investment Income
$27,389
Other Revenue
$43,967
All Other Contributions
$109,262
Change in Net Assets
$100,162

Audited Revenue Reconciliation

Revenue per Audited Statements
$387,270
Revenue Not Reported on Financial Statements
$5,421
Revenue Not Reported on Form 990
$-141,739
Total Revenue per Audited Statements
$245,531
Total Revenue per Form 990
$392,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,368
Salaries, Compensation, and Employee Benefits$23,161
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$88,956--$88,956
Occupancy$54,283--$54,283
Other Salaries and Wages-$19,076-$19,076
Fees for Services Accounting-$18,601-$18,601
Interest$11,572--$11,572
Advertising-$10,617-$10,617
Insurance$7,953--$7,953
Other Expenses$5,509$3,051-$5,509
Fees for Service Investment Mgmnt Fees-$5,421-$5,421
Office Expenses-$5,415-$5,415
Fees for Services Legal-$3,426-$3,426
All Other Expenses$2,140--$2,140
Payroll Taxes-$1,795-$1,795
Other Employee Benefits-$1,718-$1,718
Travel$1,055--$1,055
Pension Plan Contributions-$572-$572
Fees for Services Other-$177-$177
Total Functional Expenses$222,660$69,869$0$292,529

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$292,529
Expenses per Audited Statements$287,108
Total Expenses per Audited Statements$287,108
Expenses Not Reported on Financial Statements$5,421
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,153
Fundraising Direct Expenses$24,186
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$68,153$68,153$24,186$43,967
Total Events$68,153$68,153$24,186$43,967
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Liability$1,120,344
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 35% controlled entity
No
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, Page 6, Part VI, Line 2

“Richard duncan nancy duncan director director married michael macpherson carol macpherson director director married ray hews suzanne hews director director maried”

Form 990, Page 6, Part VI, Line 11B

“Reviewed and approved by officers of the board prior to filing.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Aroostook Hospice Foundation
EIN
27-0301534
Phone
2077692402
Address
PO BOX 867, PRESQUE ISLE, ME 04769-0722
Doing Business As
Aroostook House of Comfort

Signing Officer

Name
Richard M Duncan
Title
Chairman
Phone
2077692402
Signed
2023-05-09

Organization Details

Principal Officer
Richard M Duncan
Formed
2009
Legal Domicile
Me
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
20

Preparer

Firm
Chester M Kearney Pa
Address
PO BOX 1550, PRESQUE ISLE, ME 04769
Preparer
Timothy P Poitras
Phone
2077643171
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the foundation is the construction of a 6-bed hospice residential facility which will provide twenty-four hour a day palliative and hospice care. The facility will have the capacity to provide approximately 1,460 to 2,190 patient days of hospice care annually. Assuming an average stay of 35 days, the facility would have the resources to accommodate 42 to 63 patients per annum at 100 percent of capacity.”

Form 990, Part XI, Line 9

“ROUNDING -1”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The primary objective of the endowment fund is to deliver financial returns required to sustain foundation operations, grants, and programs. The foundation's investment strategy is to keep a long-term diversified asset allocation model, which seeks to meet or exceed market returns over time while minimizing costs and tracking closely with appropriate market indices. On an annual basis, investments are reviewed to ensure the objectives are being met.”

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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt07953
IRS990/InsuranceGrp/TotalAmt07953
IRS990/InterestGrp/ProgramServicesAmt011572
IRS990/InterestGrp/TotalAmt011572
IRS990/InventoriesForSaleOrUseGrp/BOYAmt010435
IRS990/InventoriesForSaleOrUseGrp/EOYAmt010435
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt027389
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027389
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01174315
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0994535
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt03039993
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02951037
IRS990/LandBldgEquipCostOrOtherBssAmt03370776
IRS990/LegalDomicileStateCd0ME
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS THE CONSTRUCTION OF A 6-BED HOSPICE RESIDENTIAL FACILITY WHICH WILL PROVIDE TWENTY-FOUR HOUR A DAY PALLIATIVE AND HOSPICE CARE. THE FACILITY WILL HAVE THE CAPACITY TO PROVIDE APPROXIMATELY 1,460 TO 2,190 PATIENT DAYS OF HOSPICE CARE ANNUALLY. ASSUMING AN AVERAGE STAY OF 35 DAYS, THE FACILITY WOULD HAVE THE RESOURCES TO ACCOMMODATE 42 TO 63 PATIENTS PER ANNUM AT 100 PERCENT OF CAPACITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02547212
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02462492
IRS990/NetAssetsOrFundBalancesBOYAmt01750060
IRS990/NetAssetsOrFundBalancesEOYAmt01708482
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt043967
IRS990/NetUnrlzdGainsLossesInvstAmt0-141739
IRS990/NoncashContributionsAmt011427
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt054283
IRS990/OccupancyGrp/TotalAmt054283
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05415
IRS990/OfficeExpensesGrp/TotalAmt05415
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt01120344
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01718
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01718
IRS990/OtherExpensesGrp/Desc0REPAIRS
IRS990/OtherExpensesGrp/Desc1PROPERTY MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3COMFORT FOOD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03051
IRS990/OtherExpensesGrp/ProgramServicesAmt041385
IRS990/OtherExpensesGrp/ProgramServicesAmt16925
IRS990/OtherExpensesGrp/ProgramServicesAmt22882
IRS990/OtherExpensesGrp/ProgramServicesAmt35509
IRS990/OtherExpensesGrp/TotalAmt041385
IRS990/OtherExpensesGrp/TotalAmt16925
IRS990/OtherExpensesGrp/TotalAmt25933
IRS990/OtherExpensesGrp/TotalAmt35509
IRS990/OtherLiabilitiesGrp/EOYAmt01120344
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019076
IRS990/OtherSalariesAndWagesGrp/TotalAmt019076
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01795
IRS990/PayrollTaxesGrp/TotalAmt01795
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0572
IRS990/PensionPlanContributionsGrp/TotalAmt0572
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD M DUNCAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0HOSPICE RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0212073
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0212073
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0210005
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt085865
IRS990/PYOtherExpensesAmt0290523
IRS990/PYOtherRevenueAmt0-3773
IRS990/PYProgramServiceRevenueAmt0208705
IRS990/PYRevenuesLessExpensesAmt0210279
IRS990/PYTotalExpensesAmt0290523
IRS990/PYTotalRevenueAmt0500802
IRS990/ReconcilationRevenueExpnssAmt0100162
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0212073
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01750060
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01708482
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050708
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0138768
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0109262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0210005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0568805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0169657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0267155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01324884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027389
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021878
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013513
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt086852
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0239462
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt068153
IRS990ScheduleA/OtherIncome170Grp/TotalAmt068153
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87380
IRS990ScheduleA/PublicSupportPY170Pct00.69820
IRS990ScheduleA/PublicSupportTotal170Amt01324884
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0109262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0210005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0568805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0169657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0267155
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01324884
IRS990ScheduleA/TotalSupportAmt01516189
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt036300
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt036300
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt02715567
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0351731
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03067298
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0851213
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0736863
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-114350
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0412320
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0368726
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0851213
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070167
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0116043
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0255606
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0412320
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040671
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt093844
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07662
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0116043
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014537
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0101676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt093844
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7832
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05421
IRS990ScheduleD/ExpensesSubtotalAmt0287108
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05421
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05421
IRS990ScheduleD/LandGrp/BookValueAmt0167386
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0167386
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-141739
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01120344
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT OF USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt068084
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt068008
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0136092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01120344
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RIGHT OF USE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt0-141739
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05421
IRS990ScheduleD/RevenueSubtotalAmt0387270
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY OBJECTIVE OF THE ENDOWMENT FUND IS TO DELIVER FINANCIAL RETURNS REQUIRED TO SUSTAIN FOUNDATION OPERATIONS, GRANTS, AND PROGRAMS. THE FOUNDATION'S INVESTMENT STRATEGY IS TO KEEP A LONG-TERM DIVERSIFIED ASSET ALLOCATION MODEL, WHICH SEEKS TO MEET OR EXCEED MARKET RETURNS OVER TIME WHILE MINIMIZING COSTS AND TRACKING CLOSELY WITH APPROPRIATE MARKET INDICES. ON AN ANNUAL BASIS, INVESTMENTS ARE REVIEWED TO ENSURE THE OBJECTIVES ARE BEING MET.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,293,460
Liabilities
$3,584,978
Net assets
$1,708,482
Revenue
$392,691
Expenses
$292,529
Net income
$100,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.09$2.69$2.40$0.77$0.46$0.32
2023Detailed filing. Detailed filing data is available for this year.$5.25$3.26$1.99$0.58$0.42$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.29$3.58$1.71$0.39$0.29$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.30$2.55$1.75$0.50$0.29$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.21$2.73$1.47$0.71$0.29$0.41
2019Detailed filing. Detailed filing data is available for this year.$3.96$3.11$0.86$0.29$0.30$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.94$3.28$0.66$0.41$0.84$0.44
2017Detailed filing. Detailed filing data is available for this year.$4.11$3.01$1.10$0.18$0.05$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.21$1.29$0.92$0.28$0.06$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.70$0.69$0.21$0.06$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.31$0.61$0.34$0.01$0.32
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.22$0.28$0.29$0.05$0.23
Peer Organizations

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