Civic Intelligence

The Community Foundation of West Chester/Liberty

990 • Fiscal year 2018 • EIN 31-1661966

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 17, 2019

Organization ProfileWWW.WCLFOUNDATION.COM
8366 Princeton-glendale Rd No A2West Chester, OH 45069

(513) 874-5450

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

17th percentile

$77,769

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-20%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$14,641,669

Up $97,388 (+0.7%) from 2017

Net Assets

Up

$14,641,669

Up $97,388 (+0.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin90th percentile

Revenue

Down

$3,276,000

Down $833,628 (-20%) from 2017

Expenses

Down

$1,664,567

Down $3,844,880 (-70%) from 2017

Net Income

Up

$1,611,433

Up $3,011,252 (+215%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$40M$30M$20M$10M$0Assets 2010: $6,554,212Liabilities 2010: $0Net Assets 2010: $6,554,2122010Assets 2011: $7,120,505Liabilities 2011: $0Net Assets 2011: $7,120,5052011Assets 2012: $9,173,587Liabilities 2012: $0Net Assets 2012: $9,173,5872012Assets 2013: $11,237,543Liabilities 2013: $0Net Assets 2013: $11,237,5432013Assets 2014: $12,274,925Liabilities 2014: $0Net Assets 2014: $12,274,9252014Assets 2015: $13,544,905Liabilities 2015: $0Net Assets 2015: $13,544,9052015Assets 2016: $14,754,258Liabilities 2016: $0Net Assets 2016: $14,754,2582016Assets 2017: $14,544,281Liabilities 2017: $0Net Assets 2017: $14,544,2812017Assets 2018: $14,641,669Liabilities 2018: $0Net Assets 2018: $14,641,6692018Assets 2019: $17,748,016Liabilities 2019: $0Net Assets 2019: $17,748,0162019Assets 2020: $21,107,094Liabilities 2020: $0Net Assets 2020: $21,107,0942020Assets 2021: $25,114,822Liabilities 2021: $0Net Assets 2021: $25,114,8222021Assets 2022: $21,388,644Liabilities 2022: $0Net Assets 2022: $21,388,6442022Assets 2023: $24,900,377Liabilities 2023: $0Net Assets 2023: $24,900,3772023Assets 2024: $33,769,376Liabilities 2024: $0Net Assets 2024: $33,769,3762024

Highlighted filing

2018

Assets$14,641,669
Liabilities$0
Net Assets$14,641,669
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $821,5402010Expenses 2011: $774,8922011Expenses 2012: $871,7762012Revenue 2013: $2,692,827Expenses 2013: $1,125,464Net Income 2013: $1,567,3632013Revenue 2014: $3,378,760Expenses 2014: $2,125,190Net Income 2014: $1,253,5702014Revenue 2015: $4,182,209Expenses 2015: $2,546,723Net Income 2015: $1,635,4862015Revenue 2016: $3,666,880Expenses 2016: $2,914,210Net Income 2016: $752,6702016Revenue 2017: $4,109,628Expenses 2017: $5,509,447Net Income 2017: -$1,399,8192017Revenue 2018: $3,276,000Expenses 2018: $1,664,567Net Income 2018: $1,611,4332018Revenue 2019: $3,188,663Expenses 2019: $1,665,900Net Income 2019: $1,522,7632019Revenue 2020: $4,792,831Expenses 2020: $2,197,170Net Income 2020: $2,595,6612020Revenue 2021: $6,044,132Expenses 2021: $3,127,898Net Income 2021: $2,916,2342021Revenue 2022: $1,879,258Expenses 2022: $2,245,297Net Income 2022: -$366,0392022Revenue 2023: $3,431,511Expenses 2023: $2,072,078Net Income 2023: $1,359,4332023Revenue 2024: $10,733,417Expenses 2024: $2,986,820Net Income 2024: $7,746,5972024

Highlighted filing

2018

Revenue$3,276,000
Expenses$1,664,567
Net Income$1,611,433
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 17, 2019
Return Version
2018v3.1
Gross Receipts
$7,790,922
Mission and Program Overview

Mission

Transforming generosity into impact by encouraging, supporting, and facilitating philanthropy to create a more vibrant community in west chester & liberty township.

To encourage, support and facilitate philanthropy and improve the quality of life in the area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,066,627$12,593,445▼ $1,473,182
Savings and Temporary Cash Investments$235,892$1,916,114▲ $1,680,222
Pledges and Grants Receivable$112,487$66,110▼ $46,377
Land, Buildings, and Equipment, Net$117$0▼ $117
Total Assets$14,544,281$14,641,669▲ $97,388
Other Assets Total$129,158$66,000▼ $63,158
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$14,302,636$14,509,559▲ $206,923
Temporarily Rstr Net Assets$241,645$132,110▼ $109,535
Total Net Assets Fund Balance$14,544,281$14,641,669▲ $97,388
Total Liabilities and Net Assets / Fund Balance$14,544,281$14,641,669▲ $97,388

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$32,579$32,579

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$14,066,627$2,332,774▼ $936,100$55,836$14,280,878
2017$14,250,575$3,454,856▲ $1,638,172$146,510$14,066,627
2016$12,963,965$3,493,696▲ $675,448$111,955$14,250,575
2015$11,921,489$3,480,906▼ $247,700$180,662$12,963,965
2014$10,687,575$2,360,854▲ $429,973$84,352$11,921,489
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin ClemonsPresident & CEOFT$75,504$2,265$77,769
Nancy FisterVice President of FinanceFT$63,936$1,918$65,854

Board Members and Trustees

NameTitle
Ian MurrayMember & Chair
William SchumackerVice Chair
Dan BenhaseMember
Dave BrunoMember
Dr Chetna MitalMember
Gail Jackson-millerMember
Helen Fanz-levayMember
Jeanne BraunsMember
Nick EngerMember
RAY D'ALONZOMember
Ray MurrayMember
Seth PriestleMember
Tim KellyMember
Tom DaskalakisMember
Chris Xeil LyonsSecretary
Tom ZengeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,461,830
Program Service Revenue
$137,803
Investment Income
$566,389
Other Revenue
$109,978
All Other Contributions
$2,379,830
Change in Net Assets
$1,611,433

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded17$1,596,695Fair Market Value
Total Noncash Contributions17$1,596,695-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,209,398
Revenue Not Reported on Financial Statements
$66,602
Revenue Not Reported on Form 990
$-1,433,045
Total Revenue per Audited Statements
$1,776,353
Total Revenue per Form 990
$3,276,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,073,787
Other Expenses$315,341
Total Fundraising Expense$280,506
Salaries, Compensation, and Employee Benefits$275,439
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$991,481--$991,481
Current Officers, Directors, Trustees, and Key Employees$52,551$25,898$65,174$143,623
Other Salaries and Wages$40,030$19,726$49,643$109,399
Grants to Domestic Individuals$82,306--$82,306
Fees for Service Investment Mgmnt Fees-$66,602-$66,602
Occupancy$23,286$16,686$17,393$57,365
Fees for Services Accounting$1,870$17,369$3,970$23,209
Office Expenses$6,487$6,685$6,487$19,659
Payroll Taxes$6,717$3,838$8,636$19,191
Advertising$1,774-$4,139$5,913
Information Technology-$3,337-$3,337
Other Employee Benefits$1,062$728$1,436$3,226
Insurance$1,099$628$1,412$3,139
Other Expenses$5,967$1,850$7,882$1,850
Travel--$1,737$1,737
Depreciation Depletion-$117-$117
Total Functional Expenses$1,214,630$169,431$280,506$1,664,567

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,678,965
Total Expenses per Form 990$1,664,567
Expenses per Audited Statements$1,597,965
Expenses Not Reported on Form 990$81,000
Expenses Not Reported on Financial Statements$66,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Childrens Hospital Medical CenterLiberty Township, OH501(c)(3)Programs and Operating Support$97,000
Boys & Girls Club of West ChesterlibertyWest Chester, OH501(c)(3)Operating Support$75,000
West Chester TownshipWest Chester, OH501(c)(3)Program Support$45,177
Friends of Metroparks of Butler CountyHamilton, OH501(c)(3)Dog Park Improvements$40,000
Voice of America Museum of BroadcastingWest Chester, OH501(c)(3)Operating Support$38,500
Edge Teen Centeraxis Teen CenterLiberty Township, OH501(c)(3)Operating Support$35,750
Ronald Mcdonald House - Greater CincinnatiCincinnati, OH501(c)(3)Operating Support$35,000
Family Promise of Butler CountyHamilton, OH501(c)(3)Operating Support$30,128
Archdiocese of CincinnatiCincinnati, OH501(c)(3)Cma Program in Honor of Bishop Joe Binzer$20,000
Catholic Community Foundation for Archdiocese of CincinnatiCincinnati, OH501(c)(3)Operating Support$20,000
Good Samaritan Hospital FoundationCincinnati, OH501(c)(3)Francis Fund/paws for Patients Program$20,000
Uc Health - West Chester HospitalWest Chester, OH501(c)(3)Special Care Nursery Camera System$18,650
Supports to Encourage Low Income Families (self)Hamilton, OH501(c)(3)Programs & Operating Support$16,264
Ymca Camp Campbell GardHamilton, OH-Kids 2 Kamp Program$15,675
Ken Anderson AllianceCincinnati, OH501(c)(3)Operating Support$15,000
Learning Experience School IncMiami, FL501(c)(3)Operating Support$15,000
Living Arrangements for the Developmentally Disabled (ladd)Cincinnati, OH501(c)(3)Operating Support$15,000
Companions on a Journey Grief SupportWest Chester, OH501(c)(3)Operating Support$11,300
Reach Out LakotaWest Chester, OH501(c)(3)Operating Support$10,900
Paws Adoption CenterMonroe, OH501(c)(3)Operating Support$10,700
Good Shepherd Catholic ChurchCincinnati, OH501(c)(3)Chapel Restoration$10,000
Junior Achievement of Oki PartnersCincinnati, OH501(c)(3)Programs and Operating Support$10,000
Missionaries of the Sacred HeartAurora, IL501(c)(3)Operating Support$10,000
Parachute Butler County CasaHamilton, OH501(c)(3)Operating Support$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Operating Support$10,000
St Gabriel ParishCincinnati, OH501(c)(3)Parish Support$10,000
St Susanna Catholic ChurchMason, OH501(c)(3)Parish Support$10,000
Summit Church of ChristCold Springs, KY501(c)(3)Parish Support$10,000
United Way of Greater CincinnatiHamilton, OH501(c)(3)Operating Support$10,000
West Ohio Conference of the United Methodist ChurchWorthington, OH501(c)(3)Light the Way Campaign$10,000
Lakota Family YmcaLiberty Township, OH501(c)(3)Kids 2 Kamp Program$9,828
Holocaust & Humanity CenterCincinnati, OH501(c)(3)Violins of Hope$9,500
Animal Adoption FoundationHamilton, OH501(c)(3)Operating Support$8,700
Hopewell Junior PtsoCincinnati, OH501(c)(3)Id Project$8,400
Bold and Brave Kids FoundationWest Chester, OH501(c)(3)Operating Support$8,000
Most Valueable Kids IncCincinnati, OH501(c)(3)Operating Support$8,000
National Alliance on Mental IllnessFairfield, OH501(c)(3)Operating Support$8,000
Food for the Poor IncCoconut Creek, FL501(c)(3)Operating Support$7,000
St Xavier High SchoolCincinnati, OH501(c)(3)The Tim Howe Sj Scholarship Fund$5,000
Ursuline AcademyCincinnati, OH501(c)(3)Operating Support$5,000
Wesley Chapel Mission CenterCincinnati, OH501(c)(3)After School Program$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$243,870
Fundraising Direct Expenses$133,892
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Key Event$163,607$163,607$4,161$159,446
Shamrock Shuffle$139,450$57,450$3,936$53,514
Total Events$325,870$243,870$133,892$109,978
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the entire board.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is presented to the board of directors for review and approval prior to the form being filed with the irs.”

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

“The foundation requires board members to annually sign a conflict of interest statement and to report any conflicts of interest that arise during the year. Board members with a conflict of interest arising during the year report the conflict and abstain from discussions and votes concerning the conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The board performs an annual review for all employees which includes a salary evaluation when setting compensation. The board reviews available industry information and surveys not-for-profit agencies similar in size and operation in southwestern ohio.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents are available upon request. The form 990, financial statements and foundation policies are available upon request and are also posted to the foundation's website.”

Filing and Contact Details

Filer

Filer Name
The Community Foundation of
EIN
31-1661966
Phone
5138745450
Address
8366 PRINCETON-GLENDALE RD NO A2, WEST CHESTER, OH 45069

Signing Officer

Name
Erin Clemons
Title
President & CEO
Phone
5138745450
Signed
2019-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Clemons
Formed
1999
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
16
Employees
5
Volunteers
50

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
201 EAST FIFTH STREET SUITE 2100, CINCINNATI, OH 45202
Preparer
Bob Moreland CPA
Phone
5135791717
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The cfwcl grants $100,000 annually through the community grants and community scholarships programs. The grant dollars are raised through annual fundraising efforts by the foundation. 100% of the proceeds are used for granting purposes in west chester and liberty townships. The kids2kamp fund was established in 2004 with the intent to assist underprivileged students in lakota local schools attend a week of summer camp. Currently, the program sends an average of 200 students per year to either a week-long overnight camp or a week-long day camp. The foundation partners with ymca camp campbell gard and the lakota family ymca. Both organizations offer a reduced cost for our campers and help ensure families, some of whom have never had a camp experience, are comfortable and understand what to expect. We also work closely with principals, counselors and school liaisons at lakota to refer students to the program and help families complete the required registration packets. The power of the purse (pop) fund is a women's giving circle dedicated to strengthening the community by providing grant funds to non-profit organizations serving the interests of women & children in west chester and liberty townships. Members of pop work to educate and inspire others, and promote philanthropy among women in our community. Power of the purse accepts grant requests for new or existing projects that focus on meeting the basic needs of food, shelter, or health care for women or children in west chester and liberty township.”

FORM 990, PART XI, LINE 9:

“BAD DEBTS -15,000.”

FORM 990, PART XII, LINE 2C:

“The foundation has an audit committee that assumes responsibility for oversight of the audit and selection of the independent auditor. This process has not changed from the previous year.”

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Bad debts 15,000. In-kind rent 66,000.”

Schedule D Part V Line 4

“The foundation agrees, through its fund agreements, to fulfill the direction and purpose of the donor. However the foundation maintains variance power and reserves the right at its discresion to modify the distribution of fund investments, if it becomes necessary. The foundation as a result of its ability to distribute any or all of the funds, classifies all funds as unrestricted.”

Raw XML AppendixShowing 400 of 997 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE AREA.
IRS990/AdvertisingGrp/FundraisingAmt04139
IRS990/AdvertisingGrp/ProgramServicesAmt01774
IRS990/AdvertisingGrp/TotalAmt05913
IRS990/AllOtherContributionsAmt02379830
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NANCY FISTER
IRS990/BooksInCareOfDetail/PhoneNum05138745450
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08366 PRINCETON-GLENDALE ROAD NO A2
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST CHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045069
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt065174
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025898
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt052551
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0143623
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt082000
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02461830
IRS990/CYGrantsAndSimilarPaidAmt01073787
IRS990/CYInvestmentIncomeAmt0566389
IRS990/CYOtherExpensesAmt0315341
IRS990/CYOtherRevenueAmt0109978
IRS990/CYProgramServiceRevenueAmt0137803
IRS990/CYRevenuesLessExpensesAmt01611433
IRS990/CYSalariesCompEmpBnftPaidAmt0275439
IRS990/CYTotalExpensesAmt01664567
IRS990/CYTotalFundraisingExpenseAmt0280506
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03276000
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0117
IRS990/DepreciationDepletionGrp/TotalAmt0117
IRS990/Desc0THE COMMUNITY FOUNDATION OF WEST CHESTER/LIBERTY SERVES AS A LEADER AND RESOURCE FOR PHILANTHROPY; BUILDS A GROWING ENDOWMENT FOR THE COMMUNITY'S CHANGING NEEDS; PROVIDES FLEXIBLE AND COST-EFFECTIVE WAYS FOR DONORS TO IMPROVE THEIR COMMUNITY NOW AND INTO THE FUTURE; PROMOTES COLLABORATION AMONT LOCAL FUNDING ORGANIZATIONS AND SERVICE PROVIDERS TO ADDRESS COMMUNITY NEEDS; AND MAKES GRANTS AND PROVIDES COUNSEL AND ASSISTANCE THAT WILL HAVE A SIGNIFICANT IMPACT UPON THE RESIDENTS OF WEST CHESTER AND LIBERTY TOWNSHIP.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt0-63158
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01084630
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt03970
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017369
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01870
IRS990/FeesForServicesAccountingGrp/TotalAmt023209
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt066602
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt066602
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt162265
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt171918
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN BENHASE
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVE BRUNO
IRS990/Form990PartVIISectionAGrp/PersonNm2RAY D'ALONZO
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM DASKALAKIS
IRS990/Form990PartVIISectionAGrp/PersonNm4NICK ENGER
IRS990/Form990PartVIISectionAGrp/PersonNm5HELEN FANZ-LEVAY
IRS990/Form990PartVIISectionAGrp/PersonNm6GAIL JACKSON-MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7TIM KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm8DR CHETNA MITAL
IRS990/Form990PartVIISectionAGrp/PersonNm9JEANNE BRAUNS
IRS990/Form990PartVIISectionAGrp/PersonNm10RAY MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm11SETH PRIESTLE
IRS990/Form990PartVIISectionAGrp/PersonNm12IAN MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm13WILLIAM SCHUMACKER
IRS990/Form990PartVIISectionAGrp/PersonNm14CHRIS XEIL LYONS
IRS990/Form990PartVIISectionAGrp/PersonNm15TOM ZENGE
IRS990/Form990PartVIISectionAGrp/PersonNm16ERIN CLEMONS
IRS990/Form990PartVIISectionAGrp/PersonNm17NANCY FISTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1675504
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1763936
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt082000
IRS990/FundraisingDirectExpensesAmt0133892
IRS990/FundraisingGrossIncomeAmt0243870
IRS990/GainOrLossGrp/SecuritiesAmt0316412
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0943787
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt082306
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt082306
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0991481
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0991481
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04697442
IRS990/GrossReceiptsAmt07790922
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03337
IRS990/InformationTechnologyGrp/TotalAmt03337
IRS990/InsuranceGrp/FundraisingAmt01412
IRS990/InsuranceGrp/ManagementAndGeneralAmt0628
IRS990/InsuranceGrp/ProgramServicesAmt01099
IRS990/InsuranceGrp/TotalAmt03139
IRS990/InvestmentIncomeGrp/ExclusionAmt0249977
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0249977
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014066627
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012593445
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt032579
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0117
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt032579
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04381030
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRANSFORMING GENEROSITY INTO IMPACT BY ENCOURAGING, SUPPORTING, AND FACILITATING PHILANTHROPY TO CREATE A MORE VIBRANT COMMUNITY IN WEST CHESTER & LIBERTY TOWNSHIP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014544281
IRS990/NetAssetsOrFundBalancesEOYAmt014641669
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0316412
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0316412
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0109978
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0109978
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1435887
IRS990/NoncashContributionsAmt01596695
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt017393
IRS990/OccupancyGrp/ManagementAndGeneralAmt016686
IRS990/OccupancyGrp/ProgramServicesAmt023286
IRS990/OccupancyGrp/TotalAmt057365
IRS990/OfficeExpensesGrp/FundraisingAmt06487
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06685
IRS990/OfficeExpensesGrp/ProgramServicesAmt06487
IRS990/OfficeExpensesGrp/TotalAmt019659
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0129158
IRS990/OtherAssetsTotalGrp/EOYAmt066000
IRS990/OtherChangesInNetAssetsAmt0-15000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01436
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0728
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01062
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03226
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT/FUNDRAISING
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc2ORGANIZATIONAL DUES
IRS990/OtherExpensesGrp/Desc3MISC
IRS990/OtherExpensesGrp/FundraisingAmt0104642
IRS990/OtherExpensesGrp/FundraisingAmt17955
IRS990/OtherExpensesGrp/FundraisingAmt27882
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05967
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11850
IRS990/OtherExpensesGrp/ProgramServicesAmt05967
IRS990/OtherExpensesGrp/TotalAmt0104642
IRS990/OtherExpensesGrp/TotalAmt119889
IRS990/OtherExpensesGrp/TotalAmt27882
IRS990/OtherExpensesGrp/TotalAmt31850
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt049643
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019726
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt040030
IRS990/OtherSalariesAndWagesGrp/TotalAmt0109399
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08636
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03838
IRS990/PayrollTaxesGrp/ProgramServicesAmt06717
IRS990/PayrollTaxesGrp/TotalAmt019191
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0112487
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt066110
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ERIN CLEMONS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0137803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0137803
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CFWCL GRANTS $100,000 ANNUALLY THROUGH THE COMMUNITY GRANTS AND COMMUNITY SCHOLARSHIPS PROGRAMS. THE GRANT DOLLARS ARE RAISED THROUGH ANNUAL FUNDRAISING EFFORTS BY THE FOUNDATION. 100% OF THE PROCEEDS ARE USED FOR GRANTING PURPOSES IN WEST CHESTER AND LIBERTY TOWNSHIPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0100000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0100000
IRS990/ProgSrvcAccomActy3Grp/Desc0THE KIDS2KAMP FUND WAS ESTABLISHED IN 2004 WITH THE INTENT TO ASSIST UNDERPRIVILEGED STUDENTS IN LAKOTA LOCAL SCHOOLS ATTEND A WEEK OF SUMMER CAMP. CURRENTLY, THE PROGRAM SENDS AN AVERAGE OF 200 STUDENTS PER YEAR TO EITHER A WEEK-LONG OVERNIGHT CAMP OR A WEEK-LONG DAY CAMP. THE FOUNDATION PARTNERS WITH YMCA CAMP CAMPBELL GARD AND THE LAKOTA FAMILY YMCA. BOTH ORGANIZATIONS OFFER A REDUCED COST FOR OUR CAMPERS AND HELP ENSURE FAMILIES, SOME OF WHOM HAVE NEVER HAD A CAMP EXPERIENCE, ARE COMFORTABLE AND UNDERSTAND WHAT TO EXPECT. WE ALSO WORK CLOSELY WITH PRINCIPALS, COUNSELORS AND SCHOOL LIAISONS AT LAKOTA TO REFER STUDENTS TO THE PROGRAM AND HELP FAMILIES COMPLETE THE REQUIRED REGISTRATION PACKETS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt020000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE POWER OF THE PURSE (POP) FUND IS A WOMEN'S GIVING CIRCLE DEDICATED TO STRENGTHENING THE COMMUNITY BY PROVIDING GRANT FUNDS TO NON-PROFIT ORGANIZATIONS SERVING THE INTERESTS OF WOMEN & CHILDREN IN WEST CHESTER AND LIBERTY TOWNSHIPS. MEMBERS OF POP WORK TO EDUCATE AND INSPIRE OTHERS, AND PROMOTE PHILANTHROPY AMONG WOMEN IN OUR COMMUNITY. POWER OF THE PURSE ACCEPTS GRANT REQUESTS FOR NEW OR EXISTING PROJECTS THAT FOCUS OF MEETING THE BASIC NEEDS OF FOOD, SHELTER, OR HEALTH CARE FOR WOMEN OR CHILDREN IN WEST CHESTER AND LIBERTY TOWNSHIP.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt010000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt010000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03560010
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04886470
IRS990/PYInvestmentIncomeAmt0459806
IRS990/PYOtherExpensesAmt0349002
IRS990/PYOtherRevenueAmt089812
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1399819
IRS990/PYSalariesCompEmpBnftPaidAmt0273975
IRS990/PYTotalExpensesAmt05509447
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04109628
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01611433
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0137803
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0235892
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01916114
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: CASH; 6250 SHARES OF ACCENTURE STOCK DATE: 03/21/18 AMOUNT: 1026972.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01434858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03560010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03324129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03570711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02360854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014250562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0249977
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0246318
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0188175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0203398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0240534
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01128402
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0137803
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74970
IRS990ScheduleA/PublicSupportPY170Pct00.78120
IRS990ScheduleA/PublicSupportTotal170Amt012131042
IRS990ScheduleA/SubstantialContributorsTotAmt02119520
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01434858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03560010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03324129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03570711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02360854
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014250562
IRS990ScheduleA/TotalSupportAmt016180632
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0109978
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt089812
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0116778

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,641,669
Liabilities
$0
Net assets
$14,641,669
Revenue
$3,276,000
Expenses
$1,664,567
Net income
$1,611,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$10.7$2.99$7.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.00$24.9$3.43$2.07$1.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$0.00$21.4$1.88$2.25$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$6.04$3.13$2.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$4.79$2.20$2.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$3.19$1.67$1.52
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$3.28$1.66$1.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$4.11$5.51$1.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$3.67$2.91$0.75
2015Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$4.18$2.55$1.64
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$3.38$2.13$1.25
2013Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.69$1.13$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.17$0.00$9.17$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.12$0.00$7.12$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$0.00$6.55$0.82
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $10M-$25M nonprofits