Civic Intelligence

The Community Foundation for Ocala Marion County Inc.

990 • Fiscal year 2019 • EIN 27-5098203

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

85th percentile

0.62x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

2.38x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

38th percentile

-0.3%

Higher net margin than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$136,288

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 18.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

93rd percentile

70%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

77%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$2,814,108

Up $1,155,738 (+70%) from 2018

Net Assets

Up

$1,057,206

Up $105,168 (+11%) from 2018

Liabilities

Up

$1,756,902

Up $1,050,570 (+149%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin38th percentile

Revenue

Up

$738,171

Up $322,037 (+77%) from 2018

Expenses

Up

$740,455

Up $190,292 (+35%) from 2018

Net Income

Up

-$2,284

Up $131,745 (+98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2019

Assets$2,814,108
Liabilities$1,756,902
Net Assets$1,057,206
Open 2019 Filing

Operations Trend

Revenue Growth92nd 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

2019

Revenue$738,171
Expenses$740,455
Net Income-$2,284
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$738,171
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$1,484,220$1,440,300▼ $43,920
Savings and Temporary Cash Investments$132,582$1,239,461▲ $1,106,879
Cash and Non-Interest-Bearing Accounts$34,132$120,687▲ $86,555
Land, Buildings, and Equipment, Net$0$13,660▲ $13,660
Accounts Receivable$7,186--
Total Assets$1,658,370$2,814,108▲ $1,155,738
Other Assets Total$250--
Liabilities
Escrow Account Liability$689,041$1,635,334▲ $946,293
Other Liabilities$1,906$93,766▲ $91,860
Accounts Payable and Accrued Expenses$15,385$27,802▲ $12,417
Total Liabilities$706,332$1,756,902▲ $1,050,570
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$952,038$1,057,206▲ $105,168
Total Net Assets Fund Balance$952,038$1,057,206▲ $105,168
Total Liabilities and Net Assets / Fund Balance$1,658,370$2,814,108▲ $1,155,738

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,075$2,825$13,900
Leasehold Improvements$2,585$136$2,721
Investment Program Related Org$119,733--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lauren DeiorioVice-Chair/SecretaryFT$136,288$136,288

Board Members and Trustees

NameTitle
Frank HennesseyChairman
Bill ChambersDirector
Chester WeberDirector
Jamie UlmerDirector
Jane FontaineDirector
Joan StearnsDirector
Jon KurtzDirector
Ken AusleyDirector
Michael SiboniDirector
Rich BianculliDirector
Robert BatselDirector
Susan GillilandDirector
Thad BoydDirector
Jim SchneiderDirector Emeritus
Robert ReillyDirector Emeritus
Whit PalmerFriend of the Foundation
Jeannine RobbinsLiason
Michelle StoneLiason
Revenue and Support

Revenue Composition

Contributions and Grants
$662,353
Program Service Revenue
$8,707
Investment Income
$45,026
Other Revenue
$22,085
All Other Contributions
$662,353
Change in Net Assets
$-2,284

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table47$67,757Fair Market Value
Total Noncash Contributions47$67,757-

Audited Revenue Reconciliation

Revenue per Audited Statements
$738,171
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$175,094
Total Revenue per Audited Statements
$913,265
Total Revenue per Form 990
$738,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$326,478
Salaries, Compensation, and Employee Benefits$233,672
Other Expenses$180,305
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$245,846--$245,846
Current Officers, Directors, Trustees, and Key Employees$105,316$30,972-$136,288
Other Salaries and Wages$62,449$18,366-$80,815
Grants to Domestic Individuals$80,632--$80,632
Office Expenses$37,962$1,162-$39,124
Occupancy$24,523$3,160-$27,683
Payroll Taxes$12,806$3,763-$16,569
Advertising$2,961$10,628-$13,589
Fees for Services Accounting$1,756$10,185-$11,941
Information Technology$8,670$2,270-$10,940
Fees for Services Management$6,078$3,923-$10,001
Insurance$3,323$1,170-$4,493
Fees for Services Legal-$4,010-$4,010
Other Expenses$494$2,625-$3,119
Depreciation Depletion$2,961--$2,961
All Other Expenses$705$1,843-$2,548
Total Functional Expenses$636,276$104,179$0$740,455

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$808,913
Expenses per Audited Statements$740,455
Total Expenses per Form 990$740,455
Expenses Not Reported on Form 990$68,458
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Reilly Arts CenterOcala, FL501(c)(3)TO ASSIST ORGANIZATION'S MISSION$105,000
Marion County Childrens Advocacy Center Inc Kimberly CenterOcala, FL501(c)(3)To Support Child Protection$25,100
United Way of Marion County IncOcala, FL501(c)(3)To Support United Way of Marion County, Inc.$22,125
St Pauls United Methodist Church of Ocala IncOcala, FL501(c)(3)To Assist Church Mission$20,000
West Chester University FoundationWest Chester, PA501(c)(3)To Support the Foundation$20,000
Jerry Wayne Parks Endowment ScholarsihpsOcala, FL-TO ASSIST ORGANIZATION'S MISSION$10,000
Boys and Girls Club of Marion CountyOcala, FL501(c)(3)To Assist Organization Mission$6,750
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$93,766
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
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, 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
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Deiorio
Formed
2011
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
10
Volunteers
0

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 Subsidiary Income Subsidiary (realized investment losses) Transfer from subsidiary 14,173.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“In-kind rent 68,458. Unrealized gains 106,636.”

Part XII, Line 2D - Other Adjustments:

“In-kind rent 68,458.”

Raw XML AppendixShowing 400 of 693 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.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. Since assuming administration of the scholarship, the Foundation has given a total of $191,500 in awards.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Liason
IRS990/Form990PartVIISectionAGrp/TitleTxt15Liason
IRS990/Form990PartVIISectionAGrp/TitleTxt16Friend of the Foundation
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice-Chair/Secretary
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt022481
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt080632
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt080632
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0245846
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0245846
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt022481
IRS990/GrossReceiptsAmt0738171
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02270
IRS990/InformationTechnologyGrp/ProgramServicesAmt08670
IRS990/InformationTechnologyGrp/TotalAmt010940
IRS990/InsuranceGrp/ManagementAndGeneralAmt01170
IRS990/InsuranceGrp/ProgramServicesAmt03323
IRS990/InsuranceGrp/TotalAmt04493
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt022545
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022545
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01484220
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01440300
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02961
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013660
IRS990/LandBldgEquipCostOrOtherBssAmt016621
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/NetAssetsOrFundBalancesBOYAmt0952038
IRS990/NetAssetsOrFundBalancesEOYAmt01057206
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt022481
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022481
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0106636
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0952038
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01057206
IRS990/NoncashContributionsAmt067757
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03160
IRS990/OccupancyGrp/ProgramServicesAmt024523
IRS990/OccupancyGrp/TotalAmt027683
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01162
IRS990/OfficeExpensesGrp/ProgramServicesAmt037962
IRS990/OfficeExpensesGrp/TotalAmt039124
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0250
IRS990/OtherChangesInNetAssetsAmt014173
IRS990/OtherExpensesGrp/Desc0Other program direct ex
IRS990/OtherExpensesGrp/Desc1Bank fees
IRS990/OtherExpensesGrp/Desc2Meals and entertainment
IRS990/OtherExpensesGrp/Desc3Dues and subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12520
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22625
IRS990/OtherExpensesGrp/ProgramServicesAmt030645
IRS990/OtherExpensesGrp/ProgramServicesAmt18462
IRS990/OtherExpensesGrp/ProgramServicesAmt2687
IRS990/OtherExpensesGrp/ProgramServicesAmt3494
IRS990/OtherExpensesGrp/TotalAmt030645
IRS990/OtherExpensesGrp/TotalAmt116044
IRS990/OtherExpensesGrp/TotalAmt23207
IRS990/OtherExpensesGrp/TotalAmt33119
IRS990/OtherLiabilitiesGrp/BOYAmt01906
IRS990/OtherLiabilitiesGrp/EOYAmt093766
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Donor advised fund fee
IRS990/OtherRevenueMiscGrp/Desc1Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017018
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15067
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017018
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15067
IRS990/OtherRevenueTotalAmt022085
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018366
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt062449
IRS990/OtherSalariesAndWagesGrp/TotalAmt080815
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03763
IRS990/PayrollTaxesGrp/ProgramServicesAmt012806
IRS990/PayrollTaxesGrp/TotalAmt016569
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAUREN DEIORIO
IRS990/PriorPeriodAdjustmentsAmt0-13357
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08707
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 2019, the Community Foundation has administered $153,020 in total awards.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt037623
IRS990/ProgSrvcAccomActy3Grp/Desc0The Community Foundation manages a variety of different types of funds to meet the needs of nonprofits, businesses and individuals. The Foundation assists donors in an effort to research community needs and develop a strategic plan for giving that will ultimately benefit the Ocala/Marion County community. At the end of 2019, the Foundation was managing 10 Agency funds, 8 Endowment funds, 15 Donor Advised Funds, 1 Corporate Advised Fund, 4 Scholarship funds, 2 Capital Campaign funds, 2 Pass-through funds and 1 Annuity fund.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0555653
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0326478
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt075818
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0365538
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0398979
IRS990/PYInvestmentIncomeAmt025130
IRS990/PYOtherExpensesAmt090726
IRS990/PYOtherRevenueAmt012588
IRS990/PYProgramServiceRevenueAmt012878
IRS990/PYRevenuesLessExpensesAmt0-134029
IRS990/PYSalariesCompEmpBnftPaidAmt060458
IRS990/PYTotalExpensesAmt0550163
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0416134
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2284
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0132582
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01239461
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FEE INCOME - 2015 Amount: $ 9,578. 2016 Amount: $ 7,334. 2017 Amount: $ 7,481. 2018 Amount: $ 12,190. 2019 Amount: $ 17,018. MISC INCOME - 2018 Amount: $ 398. 2019 Amount: $ 5,067.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0671060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0378416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0459448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0120443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0680323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02309690
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt045026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt068851
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0-2011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021189
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0158185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt045026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt068851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0-2011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0158185
IRS990ScheduleA/InvestmentIncomeCYPct00.06260
IRS990ScheduleA/InvestmentIncomePYPct00.06490
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt022085
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt012588
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt07481
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt07334
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09578
IRS990ScheduleA/OtherIncome509Grp/TotalAmt059066
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91400

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,814,108
Liabilities
$1,756,902
Net assets
$1,057,206
Revenue
$738,171
Expenses
$740,455
Net income
-$2,284
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
2019Detailed filing. Detailed filing data is available for this year.$2.81$1.76$1.06$0.74$0.74$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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