Civic Intelligence

The New Albany Community Foundation

990 • Fiscal year 2015 • EIN 31-1409264

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization ProfileNEWALBANYFOUNDATION.ORG

View Organization Page

220 Market Street Suite 205New Albany, OH 43054

(614) 939-8150

Siviq Scores

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

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.13x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

12th percentile

-14%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

46th percentile

$161,855

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$12,543,165

Down $133,989 (-1.1%) from 2014

Net Assets

Down

$12,243,509

Down $183,485 (-1.5%) from 2014

Liabilities

Up

$299,656

Up $49,496 (+20%) from 2014

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin12th percentile

Revenue

Down

$2,315,545

Down $1,550,382 (-40%) from 2014

Expenses

Down

$2,638,433

Down $450,257 (-15%) from 2014

Net Income

Down

-$322,888

Down $1,100,125 (-142%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2015

Assets$12,543,165
Liabilities$299,656
Net Assets$12,243,509
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

2015

Revenue$2,315,545
Expenses$2,638,433
Net Income-$322,888
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$2,315,545
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$435,676$268,793▼ $166,883
Prepaid Expenses and Deferred Charges$138,906$196,144▲ $57,238
Savings and Temporary Cash Investments$35,254$138,696▲ $103,442
Land, Buildings, and Equipment, Net$15,764$12,549▼ $3,215
Total Assets$12,677,154$12,543,165▼ $133,989
Other Assets Total$12,051,554$11,926,983▼ $124,571
Liabilities
Other Liabilities$245,585$233,419▼ $12,166
Accounts Payable and Accrued Expenses$4,575$66,237▲ $61,662
Total Liabilities$250,160$299,656▲ $49,496
Net Assets / Fund Balance
Unrestricted Net Assets$11,781,318$11,784,716▲ $3,398
Temporarily Rstr Net Assets$645,676$458,793▼ $186,883
Total Net Assets Fund Balance$12,426,994$12,243,509▼ $183,485
Total Liabilities and Net Assets / Fund Balance$12,677,154$12,543,165▼ $133,989

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,160$16,102$28,262
Equipment$389$9,318$9,707
Other Assets Org$11,926,983--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Craig MohrePresidentFT$123,632$38,223$161,855

Board Members and Trustees

NameTitle
Dennis WelchChair
Kirt WalkerVice Chair
Charles TurneyTrustee
Donna AkinsTrustee
Ira SharfinTrustee
Jeff RodekTrustee
Keith BerendTrustee
Lynne SmithTrustee
Michael MarxTrustee
Phil Heit PhdTrustee
Richard LavinTrustee
Patti SteinourSecretary
Stuart BurgdoerferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,247,415
Program Service Revenue
$68,100
Investment Income
$30
Other Revenue
$0
All Other Contributions
$2,247,415
Change in Net Assets
$-322,888

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,315,545
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$116,803
Total Revenue per Audited Statements
$2,432,348
Total Revenue per Form 990
$2,315,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,636,826
Grants and Similar Amounts Paid$740,317
Total Fundraising Expense$284,860
Salaries, Compensation, and Employee Benefits$261,290
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$740,317--$740,317
Current Officers, Directors, Trustees, and Key Employees$75,853$21,672$119,198$216,723
Advertising$37,875$10,821$59,517$108,213
Fees for Services Accounting$10,675$3,050$16,775$30,500
Other Salaries and Wages$10,559$3,017$16,593$30,169
Occupancy$9,597$2,742$15,082$27,421
Office Expenses$5,674$6,868$8,917$21,459
Fees for Services Other$6,215$1,775$9,766$17,756
Payroll Taxes$4,617$1,319$7,255$13,191
Conferences and Meetings$2,492$712$3,917$7,121
Other Expenses$20$4,464$32$4,516
Insurance$1,554$444$2,442$4,440
Fees for Services Legal$1,418$405$2,228$4,051
Depreciation Depletion-$3,214-$3,214
Pension Plan Contributions$422$121$664$1,207
Total Functional Expenses$2,292,949$60,624$284,860$2,638,433

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,638,433
Total Expenses per Form 990$2,638,433
Total Expenses per Audited Statements$2,615,833
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-22,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Healthy New AlbanyNew Albany, OH501c3Health and Wellness$150,000
Healthy New AlbanyNew Albany, OH501c3Health and Wellness$150,000
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Arts$80,000
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Arts$80,000
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Arts$80,000
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Arts$80,000
New Albany-plain Local School DistrictNew Albany, OH501c3Education$21,740
New Albany-plain Local School DistrictNew Albany, OH501c3Education$20,000
New Albany Symphony OrchestraNew Albany, OH501c3Arts$17,770
Maria Tiberi FoundationDublin, OH501c3Health and Wellness$15,000
The Center for Family Safety and HealingColumbus, OH501c3Health and Wellness$13,532
New Albany Arts CouncilNew Albany, OH501c3Arts$10,000
John Glenn Institute for Public Service of OsuColumbus, OH501c3Education$5,000
New Albany-plain Local School DistrictNew Albany, OH501c3Education$5,000
Columbus Metropolitan LibraryColumbus, OH501c3Education$2,500
Case Western Reserve UniversityCleveland, OH501c3Education$2,000
Denison UniversityGranville, OH501c3Education$2,000
City of New AlbanyNew Albany, OH501c3Health and Wellness$1,500
Muscular Dystrophy AssociationCincinnati, OH501c3Health and Wellness$1,000
New Albany Symphony OrchestraNew Albany, OH501c3Arts$1,000
New Albany-plain Local School DistrictNew Albany, OH501c3Environment$1,000
Ride 2 RecoveryCalabasas, CA501c3Health and Wellness$750
Philanthropy OhioColumbus, OH501c3General Philanthropy$525
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$233,419
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

Filer Name
New Albany Community Foundation
EIN
31-1409264
Phone
6149398150
Address
220 MARKET STREET SUITE 205, NEW ALBANY, OH 43054

Signing Officer

Name
J Craig Mohre
Title
President
Phone
6149398150
Signed
2015-11-12
Discuss with paid preparer
Yes

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

Firm
John Gerlach & Company
Address
37 WEST BROAD STREET, COLUMBUS, OH 43215
Preparer
Tj Conger CPA
Phone
6142242164
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Increase (decrease) in beneficial interest held by others 116,803.”

Form 990, Section XII, Line 2C

“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 2011.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Increase (decrease) in beneficial interest in assets held by others 116,803.”

Raw XML AppendixShowing 400 of 747 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/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
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IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0348770
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0740317
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0740317
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02315545
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt02442
IRS990/InsuranceGrp/ManagementAndGeneralAmt0444
IRS990/InsuranceGrp/ProgramServicesAmt01554
IRS990/InsuranceGrp/TotalAmt04440
IRS990/InvestmentIncomeGrp/ExclusionAmt030
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt012549
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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
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IRS990/NetAssetsOrFundBalancesEOYAmt012243509
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt015082
IRS990/OccupancyGrp/ManagementAndGeneralAmt02742
IRS990/OccupancyGrp/ProgramServicesAmt09597
IRS990/OccupancyGrp/TotalAmt027421
IRS990/OfficeExpensesGrp/FundraisingAmt08917
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06868
IRS990/OfficeExpensesGrp/ProgramServicesAmt05674
IRS990/OfficeExpensesGrp/TotalAmt021459
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012051554
IRS990/OtherAssetsTotalGrp/EOYAmt011926983
IRS990/OtherChangesInNetAssetsAmt0116803
IRS990/OtherExpensesGrp/Desc0N.A. TASK FORCE
IRS990/OtherExpensesGrp/Desc1SPECIAL PROGRAM EVENTS
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt022474
IRS990/OtherExpensesGrp/FundraisingAmt132
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04464
IRS990/OtherExpensesGrp/ProgramServicesAmt0695855
IRS990/OtherExpensesGrp/ProgramServicesAmt1689806
IRS990/OtherExpensesGrp/ProgramServicesAmt220
IRS990/OtherExpensesGrp/TotalAmt0695855
IRS990/OtherExpensesGrp/TotalAmt1689806
IRS990/OtherExpensesGrp/TotalAmt222474
IRS990/OtherExpensesGrp/TotalAmt34516
IRS990/OtherLiabilitiesGrp/BOYAmt0245585
IRS990/OtherLiabilitiesGrp/EOYAmt0233419
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016593
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03017
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010559
IRS990/OtherSalariesAndWagesGrp/TotalAmt030169
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07255
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01319
IRS990/PayrollTaxesGrp/ProgramServicesAmt04617
IRS990/PayrollTaxesGrp/TotalAmt013191
IRS990/PensionPlanContributionsGrp/FundraisingAmt0664
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0121
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0422
IRS990/PensionPlanContributionsGrp/TotalAmt01207
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0435676
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0268793
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0138906
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0196144
IRS990/PrincipalOfficerNm0J CRAIG MOHRE
IRS990/PriorPeriodAdjustmentsAmt022600
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0REMARKABLE EVENING PRO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt068100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt068100
IRS990/ProgSrvcAccomActy2Grp/Desc0HEALTH AND WELLNESS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0849603
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0331782
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/ExpenseAmt0397200
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt068100
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EDUCATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc1ENVIRONMENT
IRS990/ProgSrvcAccomActyOtherGrp/Desc2GENERAL PHILANTHROPY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0149137
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt12561
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt21343
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt058240
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt11000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt2525
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03804100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01998451
IRS990/PYInvestmentIncomeAmt027
IRS990/PYOtherExpensesAmt0871148
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt061800
IRS990/PYRevenuesLessExpensesAmt0777237
IRS990/PYSalariesCompEmpBnftPaidAmt0219091
IRS990/PYTotalExpensesAmt03088690
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03865927
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-322888
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035254
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0138696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02247415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03804100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03022775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01304205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02945457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013323952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0215
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04894
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0293700
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82730
IRS990ScheduleA/PublicSupportPY170Pct00.81750
IRS990ScheduleA/PublicSupportTotal170Amt011027566
IRS990ScheduleA/SubstantialContributorsTotAmt02296386
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02247415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03804100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03022775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01304205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02945457
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013323952
IRS990ScheduleA/TotalSupportAmt013328846
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/BookValueAmt0389
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09318
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09707
IRS990ScheduleD/ExpensesNotReportedAmt0-22600
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02638433
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt011926983
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENFICIAL INTEREST IN ASSETS HELD BY OTHERS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012160
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016102
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt028262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0233419
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherRevenueAmt0116803
IRS990ScheduleD/PriorYearAdjustmentsAmt0-22600
IRS990ScheduleD/RevenueNotReportedAmt0116803
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02315545
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 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 116,803.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,543,165
Liabilities
$299,656
Net assets
$12,243,509
Revenue
$2,315,545
Expenses
$2,638,433
Net income
-$322,888
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
2015Detailed filing. Detailed filing data is available for this year.$12.5$0.30$12.2$2.32$2.64$0.32
2014Summary only. Only limited summary 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $10M-$25M nonprofits