Civic Intelligence

Cincinnati Scholarship Foundation

990 • Fiscal year 2016 • EIN 31-0603619

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 23, 2017

Organization ProfileCINCINNATISCHOLARSHIPFOUNDATION.ORG

View Organization Page

602 Main Street No 1000Cincinnati, OH 45202

(513) 345-6701

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

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

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

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

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

68th percentile

$99,251

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

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

Asset Growth

15th percentile

-8.1%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

29th percentile

-6.0%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$3,703,995

Down $327,956 (-8.1%) from 2015

Net Assets

Down

$3,686,098

Down $319,519 (-8.0%) from 2015

Liabilities

Down

$17,897

Down $8,437 (-32%) from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin19th percentile

Revenue

Down

$1,614,809

Down $102,564 (-6.0%) from 2015

Expenses

Down

$1,846,273

Down $96,837 (-5.0%) from 2015

Net Income

Down

-$231,464

Down $5,727 (-2.5%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,619,984Liabilities 2010: $23,371Net Assets 2010: $2,596,6132010Assets 2012: $2,913,139Liabilities 2012: $12,213Net Assets 2012: $2,900,9262012Assets 2013: $4,133,017Liabilities 2013: $16,490Net Assets 2013: $4,116,5272013Assets 2014: $4,342,384Liabilities 2014: $13,996Net Assets 2014: $4,328,3882014Assets 2015: $4,031,951Liabilities 2015: $26,334Net Assets 2015: $4,005,6172015Assets 2016: $3,703,995Liabilities 2016: $17,897Net Assets 2016: $3,686,0982016Assets 2017: $4,038,723Liabilities 2017: $11,191Net Assets 2017: $4,027,5322017Assets 2018: $4,156,862Liabilities 2018: $151,804Net Assets 2018: $4,005,0582018Assets 2019: $4,570,402Liabilities 2019: $10,208Net Assets 2019: $4,560,1942019Assets 2020: $4,400,031Liabilities 2020: $7,999Net Assets 2020: $4,392,0322020Assets 2021: $5,147,251Liabilities 2021: $11,273Net Assets 2021: $5,135,9782021Assets 2022: $5,326,854Liabilities 2022: $12,257Net Assets 2022: $5,314,5972022Assets 2023: $5,473,124Liabilities 2023: $59,996Net Assets 2023: $5,413,1282023Assets 2024: $5,840,864Liabilities 2024: $47,151Net Assets 2024: $5,793,7132024

Highlighted filing

2016

Assets$3,703,995
Liabilities$17,897
Net Assets$3,686,098
Open 2016 Filing

Operations Trend

Revenue Growth29th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,197,0512010Expenses 2012: $1,911,4572012Expenses 2013: $1,749,8682013Revenue 2014: $1,952,776Expenses 2014: $1,846,816Net Income 2014: $105,9602014Revenue 2015: $1,717,373Expenses 2015: $1,943,110Net Income 2015: -$225,7372015Revenue 2016: $1,614,809Expenses 2016: $1,846,273Net Income 2016: -$231,4642016Revenue 2017: $2,043,040Expenses 2017: $1,807,522Net Income 2017: $235,5182017Revenue 2018: $1,973,330Expenses 2018: $2,043,096Net Income 2018: -$69,7662018Revenue 2019: $2,390,516Expenses 2019: $1,970,736Net Income 2019: $419,7802019Revenue 2020: $1,801,115Expenses 2020: $2,010,435Net Income 2020: -$209,3202020Revenue 2021: $2,157,434Expenses 2021: $1,834,643Net Income 2021: $322,7912021Revenue 2022: $2,926,978Expenses 2022: $1,743,534Net Income 2022: $1,183,4442022Revenue 2023: $1,829,317Expenses 2023: $2,138,422Net Income 2023: -$309,1052023Revenue 2024: $2,127,105Expenses 2024: $2,220,695Net Income 2024: -$93,5902024

Highlighted filing

2016

Revenue$1,614,809
Expenses$1,846,273
Net Income-$231,464
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 23, 2017
Return Version
2015v3.0
Gross Receipts
$2,566,816
Mission and Program Overview

Mission

NONE

The organization's primary exempt purpose is to increase college attainment and success for greater cincinnati area students by administering scholarships on behlaf of individuals, businesses and organizations for (a) students attending cincinnati public middle/junior and senior high schools and (b) graduates of any hamilton county high school in attending an accredited, non-proprietary college or university; to award scholarships to such; to accept and administer any educational funds in compliance with whatever specific restrictions or requirements the donor may wish to place upon these funds; to collect and receive fees, gifts, donations and bequests; and to do any and all things which, in the judgement of its trustees, will best promote these ends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,863,004$3,598,578▼ $264,426
Accounts Receivable$53,065$43,615▼ $9,450
Savings and Temporary Cash Investments$86,102$32,006▼ $54,096
Land, Buildings, and Equipment, Net$17,768$16,043▼ $1,725
Prepaid Expenses and Deferred Charges$12,012$13,753▲ $1,741
Total Assets$4,031,951$3,703,995▼ $327,956
Liabilities
Accounts Payable and Accrued Expenses$26,334$17,897▼ $8,437
Total Liabilities$26,334$17,897▼ $8,437
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,438,044$2,286,377▼ $151,667
Unrestricted Net Assets$1,039,790$870,213▼ $169,577
Permanently Rstr Net Assets$527,783$529,508▲ $1,725
Total Net Assets Fund Balance$4,005,617$3,686,098▼ $319,519
Total Liabilities and Net Assets / Fund Balance$4,031,951$3,703,995▼ $327,956

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,032$41,536$43,568
Leasehold Improvements$14,011$9,323$23,334
Other Securities$331,200--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,965,827$1,325,312▲ $1,972-$2,815,885
2014$3,151,069$1,365,637▲ $9,817$3,395$2,965,827
2013$3,355,419$1,362,774▲ $149,798$235,681$3,151,069
2012$2,184,601$2,377,127▲ $110,977-$3,355,419
2011$2,088,695$1,596,239▼ $1,236-$2,184,601
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Edward HertzenbergExecutive DirectorFT$99,251$99,251

Board Members and Trustees

NameTitle
Thomas R HaydenChairman
Shannan SchmittVice Chairwoman
Amy EnglertTrustee
Cary PowellTrustee
Denice HertleinTrustee
James CullenTrustee
Mark MusekampTrustee
Megan MccartyTrustee
Nikela OwensTrustee
Tarek KamilTrustee
Timothy PrinceTrustee
Travis SchraffenbergerTrustee
William RussellTrustee
Lisa LennonSecretary
Jerome TepeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,519,266
Program Service Revenue
$0
Investment Income
$95,543
Other Revenue
$0
All Other Contributions
$1,335,349
Change in Net Assets
$-231,464

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,614,809
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-88,055
Total Revenue per Audited Statements
$1,526,754
Total Revenue per Form 990
$1,614,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,477,226
Salaries, Compensation, and Employee Benefits$260,005
Other Expenses$109,042
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,477,226--$1,477,226
Current Officers, Directors, Trustees, and Key Employees$83,371$15,880-$99,251
Other Salaries and Wages$77,472$14,757-$92,229
Other Employee Benefits$45,836$8,731-$54,567
Fees for Services Accounting$27,004$4,766-$31,770
Information Technology$14,565$2,570-$17,135
Occupancy$11,958$2,110-$14,068
Payroll Taxes$11,725$2,233-$13,958
Advertising$6,287$6,288-$12,575
All Other Expenses$2,619$1,535-$4,154
Depreciation Depletion$3,584$398-$3,982
Other Expenses$2,635$659-$3,294
Office Expenses$1,637$289-$1,926
Travel$404$101-$505
Insurance$201$301-$502
Total Functional Expenses$1,779,964$66,309$0$1,846,273

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Section B, Line 11

“Form 990 is reviewed by the executive director and director of finance before filing.”

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

“The executive director reviews scholarship awards regularly to ensure that no conflicts of interest exist.”

Form 990, Part VI, Section B, Line 15

“Executive director pay is reviewed by the finance committee. Any proposed increases are voted on and approved by the board. Pay increases for all employees, including the exectuive director have been 3% in the past.”

Form 990, Part VI, Section C, Line 19

“The organization makes available all required documents upon request. Requests may be made through the website, by mail or by phone.”

Filing and Contact Details

Filer

Filer Name
Cincinnati Scholarship Foundation
EIN
31-0603619
Phone
5133456701
Address
602 MAIN STREET NO 1000, CINCINNATI, OH 45202

Signing Officer

Name
Edward Hertzenberg
Title
Executive Director
Phone
5133456701
Signed
2017-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Hertzenberg
Formed
1918
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
3
Volunteers
0

Preparer

Firm
Smithpearlman & Co
Address
100 TECHNECENTER DRIVE SUITE 200, MILFORD, OH 45150
Preparer
Dave Smith CPA
Phone
5132489210
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IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01918
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-68575
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01477226
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01477226
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01477226
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0883432
IRS990/GrossReceiptsAmt02566816
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02570
IRS990/InformationTechnologyGrp/ProgramServicesAmt014565
IRS990/InformationTechnologyGrp/TotalAmt017135
IRS990/InsuranceGrp/ManagementAndGeneralAmt0301
IRS990/InsuranceGrp/ProgramServicesAmt0201
IRS990/InsuranceGrp/TotalAmt0502
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0164118
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0164118
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03863004
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03598578
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt050859
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017768
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016043
IRS990/LandBldgEquipCostOrOtherBssAmt066902
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0952007
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0183917
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04005617
IRS990/NetAssetsOrFundBalancesEOYAmt03686098
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-68575
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-68575
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-88055
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02110
IRS990/OccupancyGrp/ProgramServicesAmt011958
IRS990/OccupancyGrp/TotalAmt014068
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0289
IRS990/OfficeExpensesGrp/ProgramServicesAmt01637
IRS990/OfficeExpensesGrp/TotalAmt01926
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08731
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt045836
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054567
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01597
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13575
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2519
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3659
IRS990/OtherExpensesGrp/ProgramServicesAmt06386
IRS990/OtherExpensesGrp/ProgramServicesAmt12385
IRS990/OtherExpensesGrp/ProgramServicesAmt24669
IRS990/OtherExpensesGrp/ProgramServicesAmt32635
IRS990/OtherExpensesGrp/TotalAmt07983
IRS990/OtherExpensesGrp/TotalAmt15960
IRS990/OtherExpensesGrp/TotalAmt25188
IRS990/OtherExpensesGrp/TotalAmt33294
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014757
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt077472
IRS990/OtherSalariesAndWagesGrp/TotalAmt092229
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02233
IRS990/PayrollTaxesGrp/ProgramServicesAmt011725
IRS990/PayrollTaxesGrp/TotalAmt013958
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0527783
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0529508
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012012
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013753
IRS990/PrincipalOfficerNm0EDWARD HERTZENBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01574022
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01557301
IRS990/PYInvestmentIncomeAmt0143351
IRS990/PYOtherExpensesAmt0119299
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-225737
IRS990/PYSalariesCompEmpBnftPaidAmt0266510
IRS990/PYTotalExpensesAmt01943110
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01717373
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-231464
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt086102
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01519266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01574022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01784656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02685323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01838481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09401748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0164118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0198782
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0139180
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt081663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt098455
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0682198
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74460
IRS990ScheduleA/PublicSupportPY170Pct00.75550
IRS990ScheduleA/PublicSupportTotal170Amt07508168
IRS990ScheduleA/SubstantialContributorsTotAmt01893580
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01519266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01574022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01784656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02685323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01838481
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09401748
IRS990ScheduleA/TotalSupportAmt010083946
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02965827
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01325312
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02815885
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01477226
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01972
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03151069
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01365637
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02965827
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01557301
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09817
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03395
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03355419
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01362774
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03151069
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01481241
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0149798
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0235681
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02184601
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02377127
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03355419
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01317286
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0110977
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02088695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01596239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02184601
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01499097
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1236
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02032
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041536
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043568
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt014011
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt09323
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt023334
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-88055
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0122798
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11483544
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21661036
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3331200

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,703,995
Liabilities
$17,897
Net assets
$3,686,098
Revenue
$1,614,809
Expenses
$1,846,273
Net income
-$231,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.84$0.05$5.79$2.13$2.22$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.47$0.06$5.41$1.83$2.14$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.33$0.01$5.31$2.93$1.74$1.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.01$5.14$2.16$1.83$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.40$0.01$4.39$1.80$2.01$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.57$0.01$4.56$2.39$1.97$0.42
2018Detailed filing. Detailed filing data is available for this year.$4.16$0.15$4.01$1.97$2.04$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.03$2.04$1.81$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.70$0.02$3.69$1.61$1.85$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.03$4.01$1.72$1.94$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.34$0.01$4.33$1.95$1.85$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.02$4.12$1.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.01$2.90$1.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.02$2.60$2.20