Civic Intelligence

The Community Foundation for Ocala Marion County Inc.

990 • Fiscal year 2018 • EIN 27-5098203

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 28, 2019

Organization ProfileWWW.OCALAFOUNDATION.ORG
324 SE 24th StreetOcala, FL 34471

(352) 622-5020

Siviq Scores

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

Liabilities / Assets

78th percentile

0.43x

Higher debt load relative to assets than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

1.70x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

9th percentile

-32%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$48,442

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$1,658,370

Up $250,161 (+18%) from 2017

Net Assets

Down

$952,038

Down $212,331 (-18%) from 2017

Liabilities

Up

$706,332

Up $462,492 (+190%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin9th percentile

Revenue

Down

$416,134

Down $119,646 (-22%) from 2017

Expenses

Up

$550,163

Up $5,510 (+1.0%) from 2017

Net Income

Down

-$134,029

Down $125,156 (-1411%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$15M$10M$5.0M$0Assets 2012: $591,891Liabilities 2012: $104,232Net Assets 2012: $487,6592012Assets 2013: $959,541Liabilities 2013: $103,309Net Assets 2013: $856,2322013Assets 2014: $1,478,678Liabilities 2014: $166,225Net Assets 2014: $1,312,4532014Assets 2015: $1,406,496Liabilities 2015: $168,589Net Assets 2015: $1,237,9072015Assets 2016: $1,314,836Liabilities 2016: $182,582Net Assets 2016: $1,132,2542016Assets 2017: $1,408,209Liabilities 2017: $243,840Net Assets 2017: $1,164,3692017Assets 2018: $1,658,370Liabilities 2018: $706,332Net Assets 2018: $952,0382018Assets 2019: $2,814,108Liabilities 2019: $1,756,902Net Assets 2019: $1,057,2062019Assets 2020: $4,726,075Liabilities 2020: $3,049,824Net Assets 2020: $1,676,2512020Assets 2021: $4,694,717Liabilities 2021: $2,415,161Net Assets 2021: $2,279,5562021Assets 2022: $4,816,064Liabilities 2022: $2,704,089Net Assets 2022: $2,111,9752022Assets 2024: $10,199,650Liabilities 2024: $4,106,868Net Assets 2024: $6,092,7822024

Highlighted filing

2018

Assets$1,658,370
Liabilities$706,332
Net Assets$952,038
Open 2018 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 2012: $121,1742012Revenue 2013: $511,623Expenses 2013: $146,468Net Income 2013: $365,1552013Revenue 2014: $669,094Expenses 2014: $208,286Net Income 2014: $460,8082014Revenue 2015: $708,440Expenses 2015: $750,319Net Income 2015: -$41,8792015Revenue 2016: $130,841Expenses 2016: $287,278Net Income 2016: -$156,4372016Revenue 2017: $535,780Expenses 2017: $544,653Net Income 2017: -$8,8732017Revenue 2018: $416,134Expenses 2018: $550,163Net Income 2018: -$134,0292018Revenue 2019: $738,171Expenses 2019: $740,455Net Income 2019: -$2,2842019Revenue 2020: $4,657,532Expenses 2020: $4,137,838Net Income 2020: $519,6942020Revenue 2021: $2,955,037Expenses 2021: $2,426,797Net Income 2021: $528,2402021Revenue 2022: $3,078,775Expenses 2022: $2,820,856Net Income 2022: $257,9192022Revenue 2024: $3,196,670Expenses 2024: $3,316,214Net Income 2024: -$119,5442024

Highlighted filing

2018

Revenue$416,134
Expenses$550,163
Net Income-$134,029
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 28, 2019
Return Version
2018v3.1
Gross Receipts
$416,614
Mission and Program Overview

Mission

To provide support for, and promote civic, cultural, community and economic development for the City of Ocala and Marion County, Florida.

Connecting the Charitable interest of the donor to build a stronger community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,201,143$1,484,220▲ $283,077
Rtn Earn Endowment Incm Other Fnds$1,164,369$952,038▼ $212,331
Savings and Temporary Cash Investments$90,114$132,582▲ $42,468
Cash and Non-Interest-Bearing Accounts$113,713$34,132▼ $79,581
Accounts Receivable$2,377$7,186▲ $4,809
Land, Buildings, and Equipment, Net$612$0▼ $612
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,408,209$1,658,370▲ $250,161
Other Assets Total$250$250→ $0
Liabilities
Escrow Account Liability$230,694$689,041▲ $458,347
Accounts Payable and Accrued Expenses$13,146$15,385▲ $2,239
Other Liabilities$0$1,906▲ $1,906
Total Liabilities$243,840$706,332▲ $462,492
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,164,369$952,038▼ $212,331
Total Liabilities and Net Assets / Fund Balance$1,408,209$1,658,370▲ $250,161

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$131,290--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lauren DeiorioVice-Chair/SecretaryFT$48,442$48,442

Board Members and Trustees

NameTitle
Frank HennesseyChairman
Robert ReillyVice Chair/Treasurer
Bill ChambersDirector
Chester WeberDirector
Jim SchneiderDirector
Joan StearnsDirector
Jon KurtzDirector
Michael SiboniDirector
Rich BianculliDirector
Richard WattsDirector
Susan GillilandDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$365,538
Program Service Revenue
$12,878
Investment Income
$25,130
Other Revenue
$12,588
All Other Contributions
$365,538
Change in Net Assets
$-134,029

Audited Revenue Reconciliation

Revenue per Audited Statements
$416,134
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-78,292
Total Revenue per Audited Statements
$337,842
Total Revenue per Form 990
$416,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$398,979
Other Expenses$90,726
Salaries, Compensation, and Employee Benefits$60,458
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$288,985--$288,985
Grants to Domestic Individuals$109,994--$109,994
Current Officers, Directors, Trustees, and Key Employees-$53,156-$53,156
Fees for Services Other-$22,613-$22,613
Fees for Services Legal-$11,913-$11,913
Fees for Services Accounting-$10,923-$10,923
Advertising-$9,326-$9,326
Occupancy-$5,400-$5,400
Office Expenses-$5,379-$5,379
Payroll Taxes-$4,177-$4,177
Other Salaries and Wages-$3,125-$3,125
Information Technology-$2,726-$2,726
All Other Expenses-$1,620-$1,620
Insurance-$1,189-$1,189
Other Expenses-$1,099-$1,099
Depreciation Depletion-$132-$132
Total Functional Expenses$398,979$151,184$0$550,163

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$550,173
Expenses per Audited Statements$550,163
Total Expenses per Form 990$550,163
Expenses Not Reported on Form 990$10
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Chester University FoundationWest Chester, PA501(c)(3)To Support the Foundation$50,000
Guardian Angels Medical Service Dogs IncWilliston, FL501(c)(3)To Assist in Purchasing and Training of Dogs$35,679
Equine Land Conservation ResourceLexington, KY501(c)(3)To Support Land Conservation for Horses$25,000
St Pauls United Methodist Church of Ocala IncOcala, FL501(c)(3)To Assist Church Mission$21,500
Xtreme Soulutions IncOcala, FL501(c)(3)To Assist Organization Mission$20,000
Early Learning CoalitionOcala, FL501(c)(3)To Assist Organization Mission$15,600
Ihmc Fl Institute for Human and Mach CognitionPensacola, FL501(c)(3)To Support Technologies Aimed at Leveraging and Extending Human Capabilities$14,000
United Way of Marion County IncOcala, FL501(c)(3)To Support United Way of Marion County, Inc.$12,000
Marion County Childrens Advocacy Center Inc Kimberly CenterOcala, FL501(c)(3)To Support Child Protection$10,000
Edwards Construction FoundationOcala, FL501(c)(3)To Assist Foundation Mission$7,500
Boys and Girls Club of Marion CountyOcala, FL501(c)(3)To Assist Organization Mission$5,750
American Red CrossWashington, DC501(c)(3)To Assist Organization Mission$5,000
FLORIDA UNITED METHODIST CHILDREN'S HOME INCEnterprise, FL501(c)(3)To Assist Organization Mission$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$1,906
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Form 990 is reviewed by members of the Executive Committee prior to filing. A copy of the Form 990 is mailed to each member of the Board of Directors prior to submission.”

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

“Conflict of interest statements were signed in 2018.”

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

“Founding Chairman determined the compensation of the Executive Director based on their prior experience with other Community Foundations.”

Form 990, Part VI, Section C, line 19

“The Foundation makes its governing documents and financial statements available to the public upon request. This information is also available on the Foundation's website.”

Filing and Contact Details

Filer

Filer Name
Community Foundation for Ocala
EIN
27-5098203
Phone
3526225020
Address
324 SE 24TH STREET, OCALA, FL 34471

Signing Officer

Name
Lauren Deiorio
Title
Executive Director
Phone
3526225020
Signed
2019-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Deiorio
Formed
2011
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
12

Preparer

Firm
Duggan Joiner & Company CPA's
Address
334 NW 3rd Avenue, Ocala, FL 34475
Preparer
Donna Blaes CPA
Phone
3527320171
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“EIN: 61-1674926 ACCELERATE OCALA FIRST STEPS FUND, LLC Subsidiary Expenses -10. Subsidiary Income 3,056. Subsidiary (realized investment losses) -9,945.”

Form 990, Part XII, Line 2C:

“There are no changes in the process from the prior year.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Subsidiary revenue -6,889.”

Part XII, Line 2D - Other Adjustments:

“Subsidiary expenses 10.”

Raw XML AppendixShowing 400 of 684 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Mrs. Angela Muns, a United States Airforce Lt. Colonel, was a registered nurse who served during World War II. Her love of her military service and of her chosen profession led to the establishment of a nursing scholarship to ensure that those wanting to excel in the field of nursing had the opportunity to obtain a nursing degree.Mrs. Muns and her husband had both received excellent healthcare in Ocala/Marion County. This scholarship trust was established in recognition of the exceptional care they received. The legacy scholarships enable students to pursue nursing degrees. Post-graduation, the trust stipulates that they continue their career in an acute healthcare facility for up to an additional two years. Qualified applicants/recipients must be enrolled in a certified nursing program in Marion County and maintain a 3.0 GPA throughout the duration of their schooling.
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IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0480
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Connecting the Charitable interest of the donor to build a stronger community
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01164369
IRS990/NetAssetsOrFundBalancesEOYAmt0952038
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-480
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-480
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-71403
IRS990/NoncashContributionsAmt011913
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05400
IRS990/OccupancyGrp/TotalAmt05400
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05379
IRS990/OfficeExpensesGrp/TotalAmt05379
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0250
IRS990/OtherAssetsTotalGrp/EOYAmt0250
IRS990/OtherChangesInNetAssetsAmt0-6899
IRS990/OtherExpensesGrp/Desc0Bank fees
IRS990/OtherExpensesGrp/Desc1Staff development and t
IRS990/OtherExpensesGrp/Desc2Workshops
IRS990/OtherExpensesGrp/Desc3Dues and subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013293
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21943
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31099
IRS990/OtherExpensesGrp/TotalAmt013293
IRS990/OtherExpensesGrp/TotalAmt13170
IRS990/OtherExpensesGrp/TotalAmt21943
IRS990/OtherExpensesGrp/TotalAmt31099
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01906
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Donor advised fund fee
IRS990/OtherRevenueMiscGrp/Desc1Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012190
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1398
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012190
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1398
IRS990/OtherRevenueTotalAmt012588
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03125
IRS990/OtherSalariesAndWagesGrp/TotalAmt03125
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04177
IRS990/PayrollTaxesGrp/TotalAmt04177
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAUREN DEIORIO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0NONPROFIT BUSINESS COU
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010164
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12714
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12714
IRS990/ProgSrvcAccomActy2Grp/Desc0The ARC Marion Foundation, Inc. was an organization established to philanthropically support ARC Marion Inc. and its programming that improves the care and training of individuals with developmental and/or intellectual disabilities in Ocala/Marion County. Upon their dissolution in 2014, the board of directors of ARC Marion Foundation established Scholarships to be administered by the Community Foundation of Ocala/Marion County for the direct needs of individuals with intellectual and/or developmental disabilities at ARC Marion Inc. As of the end of 2018, the Community Foundation has administered $115,397 in total awards.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036994
IRS990/ProgSrvcAccomActy2Grp/GrantAmt036994
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0To develop philantrhopist culture in our community as a result of matching interests to priorities.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0288985
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0288985
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt050596
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0458448
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0422690
IRS990/PYInvestmentIncomeAmt068851
IRS990/PYOtherExpensesAmt042600
IRS990/PYOtherRevenueAmt07681
IRS990/PYProgramServiceRevenueAmt0800
IRS990/PYRevenuesLessExpensesAmt0-8873
IRS990/PYSalariesCompEmpBnftPaidAmt079363
IRS990/PYTotalExpensesAmt0544653
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0535780
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-134029
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01164369
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0952038
IRS990/SavingsAndTempCashInvstGrp/BOYAmt090114
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0132582
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FEE INCOME - 2014 Amount: $ 6,947. 2015 Amount: $ 9,578. 2016 Amount: $ 7,334. 2017 Amount: $ 7,481. 2018 Amount: $ 12,190. MISC INCOME - 2018 Amount: $ 398.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0378416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0459448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0120443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0680323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0615712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02254342
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt068851
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0-2011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt046435
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0159594
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt068851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0-2011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt046435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0159594
IRS990ScheduleA/InvestmentIncomeCYPct00.06490
IRS990ScheduleA/InvestmentIncomePYPct00.05620
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt012588
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07481
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt07334
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt09578
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06947
IRS990ScheduleA/OtherIncome509Grp/TotalAmt043928
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91720
IRS990ScheduleA/PublicSupportPY509Pct00.92940
IRS990ScheduleA/PublicSupportTotal509Amt02254342
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0378416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0459448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0120443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0680323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0615712
IRS990ScheduleA/Total509Grp/TotalAmt02254342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0416134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0535780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0125766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0711090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0669094
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02457864
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt0647732
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt0230694
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DistributionsDuringYearAmt0189385
IRS990ScheduleD/DonorAdvisedFundsContriAmt0324315
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt016
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0352377
IRS990ScheduleD/EndingBalanceAmt0689041
IRS990ScheduleD/ExpensesNotReportedAmt010
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0550163
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0137662
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt00
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt09
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0604525
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt050494
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1761988
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2540448
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3131290
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Short-term sweep
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Equities
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2Fixed
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3Diversified Strategies (Liquid Alts)
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,658,370
Liabilities
$706,332
Net assets
$952,038
Revenue
$416,134
Expenses
$550,163
Net income
-$134,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$4.11$6.09$3.20$3.32$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$2.70$2.11$3.08$2.82$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$2.42$2.28$2.96$2.43$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$3.05$1.68$4.66$4.14$0.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$1.76$1.06$0.74$0.74$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.71$0.95$0.42$0.55$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.24$1.16$0.54$0.54$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.18$1.13$0.13$0.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.17$1.24$0.71$0.75$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.17$1.31$0.67$0.21$0.46
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.86$0.51$0.15$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.10$0.49$0.12