Civic Intelligence

Clinton County Foundation C/O National Bank and Trust

990 • Fiscal year 2020 • EIN 31-1140087

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 06, 2021

Organization ProfileCLINTONCOUNTYOHIOFOUNDATION.ORG

Refreshing map…

2333 Rombach AvenueWilmington, OH 45177

(937) 566-1634

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

13th percentile

0.06x

Higher debt load relative to revenue than 13% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

10th percentile

$65,000

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

83rd percentile

30%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$28,627,900

Up $6,626,706 (+30%) from 2019

Net Assets

Up

$28,274,699

Up $6,597,128 (+30%) from 2019

Liabilities

Up

$353,201

Up $29,578 (+9.1%) from 2019

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Down

$5,708,685

Down $5,403,932 (-49%) from 2019

Expenses

Up

$1,447,817

Up $392,704 (+37%) from 2019

Net Income

Down

$4,260,868

Down $5,796,636 (-58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$40M$30M$20M$10M$0Assets 2012: $6,814,354Liabilities 2012: $0Net Assets 2012: $6,814,3542012Assets 2013: $7,481,305Liabilities 2013: $0Net Assets 2013: $7,481,3052013Assets 2014: $7,277,590Liabilities 2014: $0Net Assets 2014: $7,277,5902014Assets 2015: $7,509,915Liabilities 2015: $0Net Assets 2015: $7,509,9152015Assets 2016: $8,640,265Liabilities 2016: $500Net Assets 2016: $8,639,7652016Assets 2018: $10,148,644Liabilities 2018: $186,641Net Assets 2018: $9,962,0032018Assets 2019: $22,001,194Liabilities 2019: $323,623Net Assets 2019: $21,677,5712019Assets 2020: $28,627,900Liabilities 2020: $353,201Net Assets 2020: $28,274,6992020Assets 2021: $31,428,159Liabilities 2021: $197,567Net Assets 2021: $31,230,5922021Assets 2022: $28,160,569Liabilities 2022: $209,697Net Assets 2022: $27,950,8722022Assets 2024: $35,928,558Liabilities 2024: $256,286Net Assets 2024: $35,672,2722024

Highlighted filing

2020

Assets$28,627,900
Liabilities$353,201
Net Assets$28,274,699
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $731,4232012Revenue 2013: $1,966,559Expenses 2013: $1,299,608Net Income 2013: $666,9512013Revenue 2014: $1,105,970Expenses 2014: $1,309,685Net Income 2014: -$203,7152014Revenue 2015: $1,060,743Expenses 2015: $828,418Net Income 2015: $232,3252015Revenue 2016: $2,291,317Expenses 2016: $1,161,467Net Income 2016: $1,129,8502016Revenue 2018: $1,012,115Expenses 2018: $941,915Net Income 2018: $70,2002018Revenue 2019: $11,112,617Expenses 2019: $1,055,113Net Income 2019: $10,057,5042019Revenue 2020: $5,708,685Expenses 2020: $1,447,817Net Income 2020: $4,260,8682020Revenue 2021: $4,600,445Expenses 2021: $1,870,692Net Income 2021: $2,729,7532021Revenue 2022: $2,697,972Expenses 2022: $1,784,580Net Income 2022: $913,3922022Revenue 2024: $5,215,849Expenses 2024: $1,879,008Net Income 2024: $3,336,8412024

Highlighted filing

2020

Revenue$5,708,685
Expenses$1,447,817
Net Income$4,260,868
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 6, 2021
Return Version
2020v4.1
Gross Receipts
$16,347,307
Mission and Program Overview

Mission

We serve as a community resource, connect donors to needs and support charitable organizations in their work for strong clinton county communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,599,562$27,294,866▲ $6,695,304
Savings and Temporary Cash Investments$1,401,632$1,332,668▼ $68,964
Total Assets$22,001,194$28,627,900▲ $6,626,706
Other Assets Total$0$366▲ $366
Liabilities
Other Liabilities$320,328$353,201▲ $32,873
Accounts Payable and Accrued Expenses$3,295$0▼ $3,295
Total Liabilities$323,623$353,201▲ $29,578
Net Assets / Fund Balance
Net Assets With Donor Restrictions$16,341,165$21,305,373▲ $4,964,208
Net Assets Without Donor Restrictions$5,336,406$6,969,326▲ $1,632,920
Total Net Assets Fund Balance$21,677,571$28,274,699▲ $6,597,128
Total Liabilities and Net Assets / Fund Balance$22,001,194$28,627,900▲ $6,626,706

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$14,597,696$3,293,524▲ $2,231,866$863,259$19,259,827
2019$3,894,538$10,091,043▲ $1,371,019$758,904$14,597,696
2018$4,116,606$6,456▼ $124,933$103,591$3,894,538
2017$3,850,034$5,214▲ $376,094$114,736$4,116,606
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jan BlohmExecutive DirectorFT$65,000$65,000

Board Members and Trustees

NameTitle
Justin HolbrookPresident
Brad ReynoldsVice President
Butch HooperBoard Member
Chip MurdockBoard Member
Janet DixonBoard Member
Jeff HoakBoard Member
Jermiane IsaacBoard Member
Joshua EngelBoard Member
Kelsey SwindlerBoard Member
Neal BondBoard Member
Phil ZeiglerBoard Member
Shannon PrivettBoard Member
Joyce KellySecretary
Jeff DrapalikTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,769,555
Program Service Revenue
$260,990
Investment Income
$675,760
Other Revenue
$2,380
All Other Contributions
$4,769,555
Change in Net Assets
$4,260,868

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,601,397
Revenue Not Reported on Financial Statements
$107,288
Revenue Not Reported on Form 990
$2,443,548
Total Revenue per Audited Statements
$8,044,945
Total Revenue per Form 990
$5,708,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$741,704
Other Expenses$632,851
Salaries, Compensation, and Employee Benefits$73,262
Total Fundraising Expense$42,874
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$596,316--$596,316
Fees for Services Other-$257,623-$257,623
Grants to Domestic Individuals$145,388--$145,388
Current Officers, Directors, Trustees, and Key Employees$13,000$26,000$26,000$65,000
Office Expenses$5,615$11,230$11,230$28,075
Fees for Services Accounting-$19,403-$19,403
Payroll Taxes$1,337$2,674$2,674$6,685
Occupancy$960$1,920$1,920$4,800
Other Salaries and Wages$315$631$631$1,577
Travel$116$232$232$580
Advertising$94$187$187$468
Other Expenses$313,898$297-$297
Total Functional Expenses$1,077,039$327,904$42,874$1,447,817

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,447,817
Total Expenses per Audited Statements$1,447,817
Total Expenses per Form 990$1,447,817
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Clinton County FoundationWilmington, OH-Quality of Life in Clinton County$112,480
Village of BlanchesterBlanchester, OH-Quality of Life in Clinton County$65,400
Blanchester Community ServiceBlanchester, OH-Quality of Life in Clinton County$45,000
Clinton Warren Joint Fire DistrictClarksville, OH-Quality of Life in Clinton County$45,000
Jefferson TownshipMidland, OH-Quality of Life in Clinton County$45,000
Murphy TheatreWilmington, OH-Quality of Life in Clinton County$44,930
Friends of ClarksvilleClarksville, OH-Quality of Life in Clinton County$30,000
Chester TownshipWilmington, OH-Quality of Life in Clinton County$25,000
Clinton Massie SchoolClarksville, OH-Quality of Life in Clinton County$20,590
Clinton County Community ActionWilmington, OH-Quality of Life in Clinton County$20,000
Clinton County Health DepartmentWilmington, OH-Quality of Life in Clinton County$16,750
United WayWilmington, OH-Quality of Life in Clinton County$14,500
Energize Clinton CountyWilmington, OH-Quality of Life in Clinton County$10,000
Clinton County Port AuthorityWilmington, OH-Quality of Life in Clinton County$9,113
Wilmington City ParksWilmington, OH-Quality of Life in Clinton County$6,550
Adams TownshipWilmington, OH-Quality of Life in Clinton County$5,000
Clark TownshipNew Vienna, OH-Quality of Life in Clinton County$5,000
Green TownshipNew Vienna, OH-Quality of Life in Clinton County$5,000
Liberty TownshipWilmington, OH-Quality of Life in Clinton County$5,000
Marion TownshipBlanchester, OH-Quality of Life in Clinton County$5,000
Richland TownshipSabina, OH-Quality of Life in Clinton County$5,000
Union TownshipWilmington, OH-Quality of Life in Clinton County$5,000
Vernon TownshipClarksville, OH-Quality of Life in Clinton County$5,000
Washington TownshipWilmington, OH-Quality of Life in Clinton County$5,000
Wayne TownshipSabina, OH-Quality of Life in Clinton County$5,000
Wilson TownshipSabina, OH-Quality of Life in Clinton County$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
Agency Fund$353,201
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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

“The cpa firm prepares form 990 and provides it to the executive director for their review. The executive director then provides it to the finance committee for review and approval.”

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

“At the first board meeting of the calendar year, each board member completes a conflict of interest agreement.”

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

“Compensation for the executive director is assessed by the board as part of the annual evaluation process. Assessment includes reviewing the philanthropy ohio's "annual foundation salary and benefits report" for a comparable position.”

Form 990, Part VI, Section C, Line 19

“The clinton county foundation's audit report and form 990 are available to the general public on the organization's website and through the internet website, guidestar.org. Request for other governing documents would be forwarded ad hoc to the president or committees of the board, if warranted by the executive director. In practice, the clinton county foundation has not received requests for items such as board minutes or conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Clinton County Foundation
EIN
31-1140087
Phone
9375661634
Address
2333 ROMBACH AVENUE, WILMINGTON, OH 45177

Signing Officer

Name
Justin Holbrook
Title
President
Phone
9375661634
Signed
2021-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Holbrook
Formed
1986
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
14

Preparer

Firm
Flynn & Company Inc
Address
7800 E KEMPER ROAD, CINCINNATI, OH 45249-1614
Preparer
Nick a Veatch CPA
Phone
5135309200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative fees: program service expenses 0. Management and general expenses 257,623. Fundraising expenses 0. Total expenses 257,623.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation's evaluation on december 31, 2020 revealed no uncertain tax positions that would have a material impact on the financial statements. The fooundation does not believe that any reasonably possible changes in tax positions will occur within the next twelve months that will have a material impact on the financial statements.”

Raw XML AppendixShowing 400 of 722 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0256317
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0741704
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0145388
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0145388
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0596316
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0596316
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010894939
IRS990/GrossReceiptsAmt016347307
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentExpenseAmt0-107288
IRS990/InvestmentIncomeGrp/ExclusionAmt0419443
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0419443
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020599562
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027294866
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010638622
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE SERVE AS A COMMUNITY RESOURCE, CONNECT DONORS TO NEEDS AND SUPPORT CHARITABLE ORGANIZATIONS IN THEIR WORK FOR STRONG CLINTON COUNTY COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021677571
IRS990/NetAssetsOrFundBalancesEOYAmt028274699
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0256317
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0256317
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02443548
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05336406
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06969326
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01920
IRS990/OccupancyGrp/ManagementAndGeneralAmt01920
IRS990/OccupancyGrp/ProgramServicesAmt0960
IRS990/OccupancyGrp/TotalAmt04800
IRS990/OfficeExpensesGrp/FundraisingAmt011230
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011230
IRS990/OfficeExpensesGrp/ProgramServicesAmt05615
IRS990/OfficeExpensesGrp/TotalAmt028075
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0366
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM COSTS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07707
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1297
IRS990/OtherExpensesGrp/ProgramServicesAmt0313898
IRS990/OtherExpensesGrp/TotalAmt0313898
IRS990/OtherExpensesGrp/TotalAmt17707
IRS990/OtherExpensesGrp/TotalAmt2297
IRS990/OtherLiabilitiesGrp/BOYAmt0320328
IRS990/OtherLiabilitiesGrp/EOYAmt0353201
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02380
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02380
IRS990/OtherRevenueTotalAmt02380
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0631
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0631
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0315
IRS990/OtherSalariesAndWagesGrp/TotalAmt01577
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02674
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02674
IRS990/PayrollTaxesGrp/ProgramServicesAmt01337
IRS990/PayrollTaxesGrp/TotalAmt06685
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JUSTIN HOLBROOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0260990
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0260990
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010370688
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0426097
IRS990/PYInvestmentIncomeAmt0544321
IRS990/PYOtherExpensesAmt0583558
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0197608
IRS990/PYRevenuesLessExpensesAmt010057504
IRS990/PYSalariesCompEmpBnftPaidAmt045458
IRS990/PYTotalExpensesAmt01055113
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011112617
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04260868
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0263370
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01401632
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01332668
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04769555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010370688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0611835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0689155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01307623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017748856
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0419443
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0400984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0342748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0255681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0858875
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02277731
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0263370
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0197608
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0119604
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0123819
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0704401
IRS990ScheduleA/PublicSupportCY170Pct00.85620
IRS990ScheduleA/PublicSupportPY170Pct00.83770
IRS990ScheduleA/PublicSupportTotal170Amt017748856
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04769555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010370688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0611835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0689155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01307623
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017748856
IRS990ScheduleA/TotalSupportAmt020730988
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/BoardDesignatedBalanceEOYPct00.00911
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014597696
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03293524
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt019259827
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02231866
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0863259
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03894538
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010091043
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014597696
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01371019
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0758904
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04116606
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06456
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03894538
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-124933
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0103591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03850034
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05214
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04116606
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0376094
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0114736
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt01328845
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0161251
IRS990ScheduleD/DonorAdvisedFundsHeldCnt034
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt05970194
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01447817
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0107288
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02443548
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0353201
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUND
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.77698
IRS990ScheduleD/RevenueNotReportedAmt02443548
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0107288
IRS990ScheduleD/RevenueSubtotalAmt05601397
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S EVALUATION ON DECEMBER 31, 2020 REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE FOOUNDATION DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES IN TAX POSITIONS WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.21391

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,627,900
Liabilities
$353,201
Net assets
$28,274,699
Revenue
$5,708,685
Expenses
$1,447,817
Net income
$4,260,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.9$0.26$35.7$5.22$1.88$3.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.2$0.21$28.0$2.70$1.78$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.20$31.2$4.60$1.87$2.73
2020Detailed filing. Detailed filing data is available for this year.$28.6$0.35$28.3$5.71$1.45$4.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$0.32$21.7$11.1$1.06$10.1
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.19$9.96$1.01$0.94$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.00$8.64$2.29$1.16$1.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.00$7.51$1.06$0.83$0.23
2014Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$1.11$1.31$0.20
2013Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$1.97$1.30$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$0.00$6.81$0.73
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $25M-$50M nonprofits