Civic Intelligence

Nc State Investment Fund Inc.

990 • Fiscal year 2014 • EIN 31-1607634

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 15, 2014

Organization ProfileSEE SCHEDULE O
Ncsu Box 720727695

(919) 513-7149

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$598,164,863

Up $112,954,436 (+23%) from 2013

Net Assets

Up

$597,884,116

Up $112,909,948 (+23%) from 2013

Liabilities

Up

$280,747

Up $44,488 (+19%) from 2013

Revenue And Expenses

Revenue

$59,986,166

No earlier filing loaded for comparison.

Expenses

Up

$20,569,104

Up $4,553,529 (+28%) from 2013

Net Income

$39,417,062

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0B$2.0B$1.0B$0Assets 2010: $313,827,943Liabilities 2010: $0Net Assets 2010: $313,827,9432010Assets 2011: $378,450,005Liabilities 2011: $190,453Net Assets 2011: $378,259,5522011Assets 2012: $397,392,468Liabilities 2012: $200,430Net Assets 2012: $397,192,0382012Assets 2013: $485,210,427Liabilities 2013: $236,259Net Assets 2013: $484,974,1682013Assets 2014: $598,164,863Liabilities 2014: $280,747Net Assets 2014: $597,884,1162014Assets 2015: $848,482,424Liabilities 2015: $339,745Net Assets 2015: $848,142,6792015Assets 2016: $854,418,831Liabilities 2016: $375,393Net Assets 2016: $854,043,4382016Assets 2017: $1,059,936,677Liabilities 2017: $505,399Net Assets 2017: $1,059,431,2782017Assets 2018: $1,193,587,474Liabilities 2018: $567,385Net Assets 2018: $1,193,020,0892018Assets 2019: $1,262,554,074Liabilities 2019: $596,715Net Assets 2019: $1,261,957,3592019Assets 2020: $1,277,987,655Liabilities 2020: $591,272Net Assets 2020: $1,277,396,3832020Assets 2021: $1,829,305,242Liabilities 2021: $827,479Net Assets 2021: $1,828,477,7632021Assets 2022: $1,930,063,391Liabilities 2022: $872,628Net Assets 2022: $1,929,190,7632022Assets 2023: $1,982,712,995Liabilities 2023: $755,950Net Assets 2023: $1,981,957,0452023Assets 2025: $2,510,907,202Liabilities 2025: $752,173Net Assets 2025: $2,510,155,0292025

Highlighted filing

2014

Assets$598,164,863
Liabilities$280,747
Net Assets$597,884,116
Open 2014 Filing

Operations Trend

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

$400M$300M$200M$100M$0Expenses 2010: $13,266,5042010Expenses 2011: $1,997,4892011Expenses 2012: $22,222,5222012Expenses 2013: $16,015,5752013Revenue 2014: $59,986,166Expenses 2014: $20,569,104Net Income 2014: $39,417,0622014Revenue 2015: $231,949,975Expenses 2015: $28,279,758Net Income 2015: $203,670,2172015Revenue 2016: $49,379,854Expenses 2016: $30,146,059Net Income 2016: $19,233,7952016Revenue 2017: $157,177,942Expenses 2017: $30,484,012Net Income 2017: $126,693,9302017Revenue 2018: $85,161,009Expenses 2018: $43,275,277Net Income 2018: $41,885,7322018Revenue 2019: $60,750,072Expenses 2019: $55,494,685Net Income 2019: $5,255,3872019Revenue 2020: $72,517,372Expenses 2020: $59,607,394Net Income 2020: $12,909,9782020Revenue 2021: $187,846,779Expenses 2021: $61,282,182Net Income 2021: $126,564,5972021Revenue 2022: $166,344,497Expenses 2022: $69,837,460Net Income 2022: $96,507,0372022Revenue 2023: $192,914,509Expenses 2023: $79,542,174Net Income 2023: $113,372,3352023Revenue 2025: $304,333,028Expenses 2025: $95,312,089Net Income 2025: $209,020,9392025

Highlighted filing

2014

Revenue$59,986,166
Expenses$20,569,104
Net Income$39,417,062
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 15, 2014
Return Version
2013v4.0
Gross Receipts
$80,644,803
Mission and Program Overview

Mission

The organization supports north carolina state university by operating an investment fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$484,974,168$597,884,116▲ $112,909,948
Investments Other Securities$482,130,542$596,870,621▲ $114,740,079
Savings and Temporary Cash Investments$3,079,885$1,294,242▼ $1,785,643
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$485,210,427$598,164,863▲ $112,954,436
Liabilities
Accounts Payable and Accrued Expenses$236,259$280,747▲ $44,488
Total Liabilities$236,259$280,747▲ $44,488
Net Assets / Fund Balance
Total Net Assets Fund Balance$484,974,168$597,884,116▲ $112,909,948
Total Liabilities and Net Assets / Fund Balance$485,210,427$598,164,863▲ $112,954,436

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$596,870,621--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Libby GeorgeAsst Secretary$133,394$133,394

Board Members and Trustees

NameTitle
John SallChair
Charles CollinsDirector
Larry SykesDirector
Paula WoodallDirector
Richard BryantDirector
Suzanne GordonDirector
Tom PearsonDirector
Trent RaglandDirector
Mary Peloquin-doddAsst Treasurer
W Randolph WoodsonChancellor
Nevin KesslerFormer Vice-chancellor
Jill TasaicoSecretary
Charles LefflerTreasurer
Brian SischoVice-chancellor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$52,706,889
Investment Income
$7,220,996
Other Revenue
$58,281
Change in Net Assets
$39,417,062

Audited Revenue Reconciliation

Revenue per Audited Statements
$59,927,885
Revenue Not Reported on Financial Statements
$58,281
Revenue Not Reported on Form 990
$73,551,167
Other Revenue Adjustments
$58,281
Total Revenue per Audited Statements
$133,479,052
Total Revenue per Form 990
$59,986,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,538,789
Other Expenses$2,030,315
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,538,789--$18,538,789
Other Expenses-$2,030,315-$2,030,315
Total Functional Expenses$18,538,789$2,030,315$0$20,569,104

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,569,104
Total Expenses per Audited Statements$20,569,104
Total Expenses per Form 990$20,569,104
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-6000756-170(c)(1)Scholarships, Faculty Support, Departmental Support and Facility Support$7,593,966
56-6049503-501(c)(3)Scholarships, Faculty Support, Departmental Support and Facility Support$3,485,440
56-6049304-501(c)(3)Scholarships, Faculty Support, Departmental Support and Facility Support$2,332,485
56-6046987-501(c)(3)Scholarships, Faculty Support, Departmental Support and Facility Support$2,225,260
56-0653350-501(c)(3)Scholarships, Faculty Support, Departmental Support and Facility Support$1,135,538
56-6035544-501(c)(3)Scholarships, Faculty Support, Departmental Support and Facility Support$798,690
58-1344473-501(c)(3)Scholarships, Faculty Support, Departmental Support and Facility Support$482,230
58-1524289-501(c)(3)Scholarships, Faculty Support, Departmental Support and Facility Support$404,245
59-1715828-501(c)(3)Scholarships, Faculty Support, Departmental Support and Facility Support$80,935
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
Yes
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Draft 990 is distributed to board members for their review prior to filing.”

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

“The board requires each board member, officer and agents acting on behalf of the investment fund (1) to review the fund's bylaws and policies including the policy with regard to conflict of interest; (2) to disclose on an ongoing basis throughout their tenure any possible personal, familial or business relationships that could give rise to a conflict of interest involving the fund; and (3) to acknowledge by their signature that they are in full accord and will abide by both the letter and spirit of the policy.”

Form 990, Part VI, Section B, Line 15

“The board of directors and officers of nc state investment fund, inc that do receive compensation are compensated by nc state university, a 170(c)(1) organization related to nc state investment fund, inc. Nc state university sets the compensation of these employees by acquiring comparability data which is reviewed and approved by independent persons with contemporaneous substantiation of the decision.”

Form 990, Part VI, Section C, Line 18

“The audited financial statements are available on the website (http://foundationsaccounting.ofb.ncsu.edu/investment-fund). Other governing documents are made available upon request.”

Form 990, Part VI, Section C, Line 19

“The 990 is listed on the website. Form 1023 is made available upon request.”

Filing and Contact Details

Filer

EIN
31-1607634
Phone
9195137149

Signing Officer

Name
Mary Peloquin-dodd
Title
Asst Treasurer
Phone
9195137149
Signed
2014-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Peloquin-dodd
Formed
1998
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
Brian Schepperley CPA
Phone
9197823444
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrelated business income from investment partnerships -58,281.”

Page 1, Item J

“Website - http://foundationsaccounting.ofb.ncsu.edu/investment-fund”

Financial Statement Notes

PART X, LINE 2:

“Management has analyzed the tax positions taken by the fund, and has concluded that as of june 30, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Unrelated business income from investment partnerships 58,281.”

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IRS990/OtherExpensesGrp/TotalAmt02030315
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0INVESTMENT PARTNERSHIP INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt058281
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt058281
IRS990/OtherRevenueTotalAmt058281
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARY PELOQUIN-DODD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523000
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT ADDITIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt052706889
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt052706889
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt014273690
IRS990/PYInvestmentIncomeAmt05715489
IRS990/PYOtherExpensesAmt01741885
IRS990/PYOtherRevenueAmt023084
IRS990/PYProgramServiceRevenueAmt052502000
IRS990/PYRevenuesLessExpensesAmt042224998
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016015575
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt058240573
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt039417062
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt052706889
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0484974168
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0597884116
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03079885
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01294242
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt09
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566000756
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1566049503
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2566046987
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3566049304
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4581344473
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5566035544
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6560653350
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7581524289
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8591715828
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd71
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd81
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc15
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc25
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc35
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc45
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc55
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc65
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc75
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc85
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07593966
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13485440
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt22225260
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt32332485
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4482230
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5798690
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt61135538
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt7404245
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt880935
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ENDOWMENT FUND OF NC STATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11NCSU FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12NC STATE ENGINEERING FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine13NORTH CAROLINA AGRICULTURAL FOUNDATIONINC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine14NORTH CAROLINA VETERINARY MEDICAL FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine15NC STATE ALUMNI ASSOCIATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine16NC STATE NATURAL RESOURCES FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine17NCSU COLLEGE OF SCIENCES FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine18NORTH CAROLINA TOBACCO FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd71
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd81
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd71
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd81
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt018538789
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt020569104
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt073551167
IRS990ScheduleD/OtherRevenuesNotIncludedAmt058281
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0596870621
IRS990ScheduleD/OtherSecuritiesGrp/Desc0POOLED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt073551167
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt058281
IRS990ScheduleD/RevenueSubtotalAmt059927885
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JUNE 30, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNRELATED BUSINESS INCOME FROM INVESTMENT PARTNERSHIPS 58,281.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0596870621
IRS990ScheduleD/TotalExpensesPerForm990Amt020569104
IRS990ScheduleD/TotalRevenuePerForm990Amt059986166
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0133479052
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020569104
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07593966
IRS990ScheduleI/RecipientTable/CashGrantAmt13485440
IRS990ScheduleI/RecipientTable/CashGrantAmt22225260
IRS990ScheduleI/RecipientTable/CashGrantAmt32332485
IRS990ScheduleI/RecipientTable/CashGrantAmt4482230
IRS990ScheduleI/RecipientTable/CashGrantAmt5798690
IRS990ScheduleI/RecipientTable/CashGrantAmt61135538
IRS990ScheduleI/RecipientTable/CashGrantAmt7404245
IRS990ScheduleI/RecipientTable/CashGrantAmt880935
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(C)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc3N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc4N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc5N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc6N/A

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$598,164,863
Liabilities
$280,747
Net assets
$597,884,116
Revenue
$59,986,166
Expenses
$20,569,104
Net income
$39,417,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,511$0.75$2,510$304$95.3$209
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,983$0.76$1,982$193$79.5$113
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,930$0.87$1,929$166$69.8$96.5
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,829$0.83$1,828$188$61.3$127
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,278$0.59$1,277$72.5$59.6$12.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,263$0.60$1,262$60.8$55.5$5.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,194$0.57$1,193$85.2$43.3$41.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,060$0.51$1,059$157$30.5$127
2016Detailed filing. Detailed filing data is available for this year.$854$0.38$854$49.4$30.1$19.2
2015Detailed filing. Detailed filing data is available for this year.$848$0.34$848$232$28.3$204
2014Detailed filing. Detailed filing data is available for this year.$598$0.28$598$60.0$20.6$39.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$485$0.24$485$16.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$397$0.20$397$22.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$378$0.19$378$2.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$314$0.00$314$13.3