Civic Intelligence

The New Albany Community Foundation

990 • Fiscal year 2014 • EIN 31-1409264

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileNEWALBANYFOUNDATION.ORG
220 Market Street No 20543054

(614) 939-8150

Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.06x

Higher debt load relative to revenue than 19% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$159,992

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$12,677,154

Up $1,999,992 (+19%) from 2013

Net Assets

Up

$12,426,994

Up $2,009,884 (+19%) from 2013

Liabilities

Down

$250,160

Down $9,892 (-3.8%) from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin79th percentile

Revenue

$3,865,927

No earlier filing loaded for comparison.

Expenses

Up

$3,088,690

Up $1,038,667 (+51%) from 2013

Net Income

$777,237

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2011: $9,000,045Liabilities 2011: $216,134Net Assets 2011: $8,783,9112011Assets 2013: $10,677,162Liabilities 2013: $260,052Net Assets 2013: $10,417,1102013Assets 2014: $12,677,154Liabilities 2014: $250,160Net Assets 2014: $12,426,9942014Assets 2015: $12,543,165Liabilities 2015: $299,656Net Assets 2015: $12,243,5092015Assets 2017: $13,607,505Liabilities 2017: $315,816Net Assets 2017: $13,291,6892017Assets 2018: $15,083,703Liabilities 2018: $279,273Net Assets 2018: $14,804,4302018Assets 2019: $17,190,915Liabilities 2019: $339,727Net Assets 2019: $16,851,1882019Assets 2020: $18,664,557Liabilities 2020: $303,525Net Assets 2020: $18,361,0322020Assets 2021: $22,837,707Liabilities 2021: $1,671,229Net Assets 2021: $21,166,4782021Assets 2022: $19,894,351Liabilities 2022: $1,257,632Net Assets 2022: $18,636,7192022

Highlighted filing

2014

Assets$12,677,154
Liabilities$250,160
Net Assets$12,426,994
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $684,0872011Expenses 2013: $2,050,0232013Revenue 2014: $3,865,927Expenses 2014: $3,088,690Net Income 2014: $777,2372014Revenue 2015: $2,315,545Expenses 2015: $2,638,433Net Income 2015: -$322,8882015Revenue 2017: $2,105,797Expenses 2017: $1,934,172Net Income 2017: $171,6252017Revenue 2018: $2,679,779Expenses 2018: $1,932,916Net Income 2018: $746,8632018Revenue 2019: $3,754,288Expenses 2019: $2,427,923Net Income 2019: $1,326,3652019Revenue 2020: $3,725,539Expenses 2020: $2,866,784Net Income 2020: $858,7552020Revenue 2021: $12,025,093Expenses 2021: $11,680,307Net Income 2021: $344,7862021Revenue 2022: $7,914,986Expenses 2022: $8,469,370Net Income 2022: -$554,3842022

Highlighted filing

2014

Revenue$3,865,927
Expenses$3,088,690
Net Income$777,237
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$3,865,927
Mission and Program Overview

Mission

To build the resources necessary to be a catalyst for, a convener of and an investor in initiatives that perpetuate the vision shared by the community, our donors and visionaries.

The foundation's mission is to improve new albany for the benefit of all its citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$822,659$435,676▼ $386,983
Prepaid Expenses and Deferred Charges$4,512$138,906▲ $134,394
Savings and Temporary Cash Investments$84,658$35,254▼ $49,404
Land, Buildings, and Equipment, Net$18,978$15,764▼ $3,214
Total Assets$10,677,162$12,677,154▲ $1,999,992
Other Assets Total$9,746,355$12,051,554▲ $2,305,199
Liabilities
Other Liabilities$195,135$245,585▲ $50,450
Accounts Payable and Accrued Expenses$64,917$4,575▼ $60,342
Total Liabilities$260,052$250,160▼ $9,892
Net Assets / Fund Balance
Unrestricted Net Assets$9,394,451$11,781,318▲ $2,386,867
Temporarily Rstr Net Assets$1,022,659$645,676▼ $376,983
Total Net Assets Fund Balance$10,417,110$12,426,994▲ $2,009,884
Total Liabilities and Net Assets / Fund Balance$10,677,162$12,677,154▲ $1,999,992

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$14,986$13,276$28,262
Equipment$778$8,929$9,707
Other Assets Org$12,051,554--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Craig MohrePresidentFT$125,528$34,464$159,992

Board Members and Trustees

NameTitle
Michael Deascentis JrChair
Dennis WelchVice Chair
Cindy HilsheimerTrustee
Ira SharfinTrustee
Keith BerendTrustee
Michael MarxTrustee
Phil Heit PhdTrustee
Richard LavinTrustee
Sanjay SinghTrustee
Scott BracaleTrustee
Stuart BurgdoerferTrustee
Patti SteinourSecretary
Kirt WalkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,804,100
Program Service Revenue
$61,800
Investment Income
$27
Other Revenue
$0
All Other Contributions
$3,804,100
Change in Net Assets
$777,237

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,865,927
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,232,647
Total Revenue per Audited Statements
$5,098,574
Total Revenue per Form 990
$3,865,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,998,451
Other Expenses$871,148
Total Fundraising Expense$240,467
Salaries, Compensation, and Employee Benefits$219,091
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,998,451--$1,998,451
Current Officers, Directors, Trustees, and Key Employees$59,835$17,095$94,026$170,956
Advertising$27,480$7,851$43,183$78,514
Other Salaries and Wages$10,909$3,117$17,143$31,169
Fees for Services Accounting$10,850$3,100$17,050$31,000
Occupancy$9,259$2,645$14,549$26,453
Payroll Taxes$5,537$1,582$8,700$15,819
Office Expenses$5,498$1,571$8,640$15,709
Fees for Services Other$2,459$702$3,864$7,025
Insurance$1,660$474$2,608$4,742
Conferences and Meetings$1,550$443$2,435$4,428
Depreciation Depletion-$3,214-$3,214
Other Expenses$725$1,174$1,139$3,038
Pension Plan Contributions$401$115$631$1,147
Total Functional Expenses$2,799,800$48,423$240,467$3,088,690

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,088,690
Total Expenses per Audited Statements$3,088,690
Total Expenses per Form 990$3,088,690
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-6400868-501c3Education$1,500,000
26-0388623-501c3Arts$80,000
26-0388623-501c3Arts$80,000
26-0388623-501c3Arts$80,000
26-0388623-501c3Arts$75,000
26-0388623-501c3Arts$40,000
26-0388623-501c3Arts$40,000
31-6400868-501c3Education$21,643
02-0627166-501c3General$14,480
31-6400868-501c3Environment$13,000
31-1128462-501c3Health$10,008
51-0657626-501c3Arts$10,000
31-1406682-501c3Arts$8,200
31-0649470-501c3Health$5,765
31-6401170-501c3Education$5,000
26-0388623-501c3Arts$5,000
51-0657626-501c3Arts$4,705
31-6400868-501c3Environment$1,150
31-6402089-501c3Education$1,000
32-0335942-501c3Health$1,000
31-6000989-501c3Education$1,000
84-6000555-501c3Education$1,000
31-6400868-501c3Environment$250
31-6400868-501c3Health$250
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
Organization Endowment Funds Held for Others$245,585
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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 11

“To facilitate the timely filing of this form 990, the return was not reviewed prior to filing by board members. The form 990 will be reviewed by the organization's executive committee and/or full board at the next scheduled board meeting subsequent to this filing.”

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

“The conflict of interest and ethics policy is monitored annually. Members of the board of trustees sign the conflict of interest statement annually.”

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

“The organization's executive director's compensation is reviewed by the independent board. The process includes an analysis of comparable data obtained from sources such as the council on foundations and ohio grantmakers. The board votes on recommendations for compensation adjustments. The columbus foundation assists the organization in its operations including the processing of board approved salary changes. The board discussions and decisions regarding the compensation and adjustments are substantiated in the board meeting minutes. There are no key employees on the board and it does not compensate any board officers.”

Form 990, Part VI, Section C, Line 18

“The organization's forms 1023 and 990 are available upon request. Further, the organization's forms 990 is available on another's website: www.guidestar.org”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, financial statements, and policies available upon written request.”

Filing and Contact Details

Filer

EIN
31-1409264
Phone
6149398150

Signing Officer

Name
J Craig Mohre
Title
President
Phone
6149398150
Signed
2014-11-12

Organization Details

Principal Officer
J Craig Mohre
Formed
1994
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
15

Preparer

Preparer
Tj Conger CPA
Phone
6142242164
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Increase (decrease) in beneficial interest held by others 1,232,647.”

FORM 990, SECTION XII, LINE 2C, PROCESS FOR OVERSEEING AUDIT: THE FINANCE

“Committee of the new albany community foundation reviews the audit each year and selection of the inedependent accountant. This process remains unchanged from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Accordingly, the accompanying financial statements include no provision for income taxes. The foundation has adopted the provisions of the financial accounting standards board (fasb) accounting standards codification (asc) relating to uncertain tax provisions. The foundation does not believe its financial statements include any uncertain tax provisions. With few exceptions, the foundation is no longer subject to income tax examinations by the u.s. Federal, state and local tax authorities for years before 2010.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Increase (decrease) in beneficial interest in assets held by others 1,232,647.”

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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/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt02608
IRS990/InsuranceGrp/ManagementAndGeneralAmt0474
IRS990/InsuranceGrp/ProgramServicesAmt01660
IRS990/InsuranceGrp/TotalAmt04742
IRS990/InvestmentIncomeGrp/ExclusionAmt027
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022205
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018978
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015764
IRS990/LandBldgEquipCostOrOtherBssAmt037969
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BUILD THE RESOURCES NECESSARY TO BE A CATALYST FOR, A CONVENER OF AND AN INVESTOR IN INITIATIVES THAT PERPETUATE THE VISION SHARED BY THE COMMUNITY, OUR DONORS AND VISIONARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010417110
IRS990/NetAssetsOrFundBalancesEOYAmt012426994
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt014549
IRS990/OccupancyGrp/ManagementAndGeneralAmt02645
IRS990/OccupancyGrp/ProgramServicesAmt09259
IRS990/OccupancyGrp/TotalAmt026453
IRS990/OfficeExpensesGrp/FundraisingAmt08640
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01571
IRS990/OfficeExpensesGrp/ProgramServicesAmt05498
IRS990/OfficeExpensesGrp/TotalAmt015709
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09746355
IRS990/OtherAssetsTotalGrp/EOYAmt012051554
IRS990/OtherChangesInNetAssetsAmt01232647
IRS990/OtherExpensesGrp/Desc0SPECIAL PROGRAM EVENTS
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt026499
IRS990/OtherExpensesGrp/FundraisingAmt11139
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05340
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11174
IRS990/OtherExpensesGrp/ProgramServicesAmt0665186
IRS990/OtherExpensesGrp/ProgramServicesAmt1725
IRS990/OtherExpensesGrp/TotalAmt0665186
IRS990/OtherExpensesGrp/TotalAmt126499
IRS990/OtherExpensesGrp/TotalAmt25340
IRS990/OtherExpensesGrp/TotalAmt33038
IRS990/OtherLiabilitiesGrp/BOYAmt0195135
IRS990/OtherLiabilitiesGrp/EOYAmt0245585
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017143
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03117
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010909
IRS990/OtherSalariesAndWagesGrp/TotalAmt031169
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08700
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01582
IRS990/PayrollTaxesGrp/ProgramServicesAmt05537
IRS990/PayrollTaxesGrp/TotalAmt015819
IRS990/PensionPlanContributionsGrp/FundraisingAmt0631
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0115
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0401
IRS990/PensionPlanContributionsGrp/TotalAmt01147
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0822659
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0435676
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04512
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0138906
IRS990/PrincipalOfficerNm0J CRAIG MOHRE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0REMARKABLE EVENING PRO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061800
IRS990/ProgSrvcAccomActy2Grp/Desc0ARTS AND HUMANITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0451719
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0422905
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ANNUAL REMARKABLE EVENING EVENT PROVIDES INTELLECTUALLY STIMULATING AND ENTERTAINING PROGRAMMING FOR THE CITIZENS OF NEW ALBANY WHILE SUPPORTING WORTHY COMMUNITY CAUSES SUCH AS THE LIBRARY BOOK COLLECTION, THE JEANNE B. MCCOY COMMUNITY CENTER FOR THE ARTS AND A MYRIAD OF OTHER ENRICHING PROGRAMS. LAST FALL, MORE THAN 400 GUESTS ATTENDED THIS EVENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0665186
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt061800
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ENVIRONMENT
IRS990/ProgSrvcAccomActyOtherGrp/Desc1GENERAL
IRS990/ProgSrvcAccomActyOtherGrp/Desc2HEALTH
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt015383
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt115467
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt218183
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt014400
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt114480
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt217023
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03022775
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01232440
IRS990/PYInvestmentIncomeAmt040
IRS990/PYOtherExpensesAmt0639943
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt070800
IRS990/PYRevenuesLessExpensesAmt01043592
IRS990/PYSalariesCompEmpBnftPaidAmt0177640
IRS990/PYTotalExpensesAmt02050023
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03093615
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0777237
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084658
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03804100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03022775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01304205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02945457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0578479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011655016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09276
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014140
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0261600
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81750
IRS990ScheduleA/PublicSupportPY170Pct00.89790
IRS990ScheduleA/PublicSupportTotal170Amt09539356
IRS990ScheduleA/SubstantialContributorsTotAmt02115660
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03804100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03022775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01304205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02945457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0578479
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011655016
IRS990ScheduleA/TotalSupportAmt011669156
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/EquipmentGrp/BookValueAmt0778
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08929
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09707
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03088690
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012051554
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENFICIAL INTEREST IN ASSETS HELD BY OTHERS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014986
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013276
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt028262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0245585
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherRevenueAmt01232647
IRS990ScheduleD/RevenueNotReportedAmt01232647
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03865927
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS INCLUDE NO PROVISION FOR INCOME TAXES. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX PROVISIONS. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX PROVISIONS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE AND LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 1,232,647.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015764
IRS990ScheduleD/TotalBookValueOtherAssetsAmt012051554
IRS990ScheduleD/TotalExpensesPerForm990Amt03088690
IRS990ScheduleD/TotalLiabilityAmt0245585

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,677,154
Liabilities
$250,160
Net assets
$12,426,994
Revenue
$3,865,927
Expenses
$3,088,690
Net income
$777,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$19.9$1.26$18.6$7.91$8.47$0.55
2021Summary only. Only limited summary data is available for this year.$22.8$1.67$21.2$12.0$11.7$0.34
2020Summary only. Only limited summary data is available for this year.$18.7$0.30$18.4$3.73$2.87$0.86
2019Summary only. Only limited summary data is available for this year.$17.2$0.34$16.9$3.75$2.43$1.33
2018Summary only. Only limited summary data is available for this year.$15.1$0.28$14.8$2.68$1.93$0.75
2017Summary only. Only limited summary data is available for this year.$13.6$0.32$13.3$2.11$1.93$0.17
2015Summary only. Only limited summary data is available for this year.$12.5$0.30$12.2$2.32$2.64$0.32
2014Detailed filing. Detailed filing data is available for this year.$12.7$0.25$12.4$3.87$3.09$0.78
2013Summary only. Only limited summary data is available for this year.$10.7$0.26$10.4$2.05
2011Summary only. Only limited summary data is available for this year.$9.00$0.22$8.78$0.68