Civic Intelligence

Santa Ynez Valley Foundation

990 • Fiscal year 2013 • EIN 33-0450151

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization ProfileWWW.THEVALLEYFOUNDATION.ORG
540 Alisal Road93463

(805) 688-2991

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

24th percentile

$30,650

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$4,381,405

Up $435,496 (+11%) from 2012

Net Assets

Up

$4,381,405

Up $435,496 (+11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

$770,328

No earlier filing loaded for comparison.

Expenses

Down

$334,832

Down $12,266 (-3.5%) from 2012

Net Income

$435,496

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,079,144Liabilities 2010: $0Net Assets 2010: $3,079,1442010Assets 2011: $4,103,292Liabilities 2011: $0Net Assets 2011: $4,103,2922011Assets 2012: $3,945,909Liabilities 2012: $0Net Assets 2012: $3,945,9092012Assets 2013: $4,381,405Liabilities 2013: $0Net Assets 2013: $4,381,4052013Assets 2014: $4,284,555Liabilities 2014: $0Net Assets 2014: $4,284,5552014Assets 2015: $4,214,357Liabilities 2015: $0Net Assets 2015: $4,214,3572015Assets 2016: $4,056,824Liabilities 2016: $0Net Assets 2016: $4,056,8242016Assets 2017: $3,923,665Liabilities 2017: $1,640Net Assets 2017: $3,922,0252017Assets 2018: $3,802,543Liabilities 2018: $1,895Net Assets 2018: $3,800,6482018Assets 2019: $3,910,176Liabilities 2019: $1,809Net Assets 2019: $3,908,3672019Assets 2021: $4,010,968Liabilities 2021: $1,037Net Assets 2021: $4,009,9312021Assets 2022: $4,914,747Liabilities 2022: $1,874Net Assets 2022: $4,912,8732022Assets 2023: $5,271,554Liabilities 2023: $615Net Assets 2023: $5,270,9392023Assets 2024: $5,041,627Liabilities 2024: $1,266Net Assets 2024: $5,040,3612024Assets 2025: $4,868,219Liabilities 2025: $236Net Assets 2025: $4,867,9832025

Highlighted filing

2013

Assets$4,381,405
Liabilities$0
Net Assets$4,381,405
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $304,6142010Expenses 2011: $335,9552011Expenses 2012: $347,0982012Revenue 2013: $770,328Expenses 2013: $334,832Net Income 2013: $435,4962013Revenue 2014: $458,012Expenses 2014: $554,862Net Income 2014: -$96,8502014Revenue 2015: $404,584Expenses 2015: $474,782Net Income 2015: -$70,1982015Revenue 2016: $336,780Expenses 2016: $494,313Net Income 2016: -$157,5332016Revenue 2017: $320,828Expenses 2017: $455,627Net Income 2017: -$134,7992017Revenue 2018: $283,650Expenses 2018: $405,027Net Income 2018: -$121,3772018Revenue 2019: $510,746Expenses 2019: $403,027Net Income 2019: $107,7192019Revenue 2021: $544,949Expenses 2021: $500,351Net Income 2021: $44,5982021Revenue 2022: $1,401,095Expenses 2022: $498,153Net Income 2022: $902,9422022Revenue 2023: $771,088Expenses 2023: $413,022Net Income 2023: $358,0662023Revenue 2024: $300,564Expenses 2024: $531,142Net Income 2024: -$230,5782024Revenue 2025: $376,130Expenses 2025: $548,508Net Income 2025: -$172,3782025

Highlighted filing

2013

Revenue$770,328
Expenses$334,832
Net Income$435,496
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$8,208,551
Mission and Program Overview

Mission

Grant making to nonprofit organizations in the santa ynez valley and los alamos. Provide scholarships to students from the santa ynez valley and los alamos.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,706,896$4,144,516▲ $1,437,620
Savings and Temporary Cash Investments$1,236,686$228,497▼ $1,008,189
Cash and Non-Interest-Bearing Accounts$633$6,529▲ $5,896
Prepaid Expenses and Deferred Charges$500$1,000▲ $500
Land, Buildings, and Equipment, Net$1,194$863▼ $331
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,945,909$4,381,405▲ $435,496
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,796,351$3,214,371▲ $418,020
Temporarily Rstr Net Assets$1,051,689$1,004,587▼ $47,102
Permanently Rstr Net Assets$97,869$162,447▲ $64,578
Total Net Assets Fund Balance$3,945,909$4,381,405▲ $435,496
Total Liabilities and Net Assets / Fund Balance$3,945,909$4,381,405▲ $435,496

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$863$18,093$18,956
Leasehold Improvements-$3,333$3,333

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,946,442$164,970▲ $541,273-$3,432,812
2012$3,044,100$96,954▲ $66,443-$2,946,442
2011$3,202,839$116,525▼ $34,289-$3,044,100
2010$3,232,852$54,585▲ $195,546-$3,202,839
2009$39,459$679,999▲ $112,981$102,889$3,232,852
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Anne ChristensenSecretaryPT$30,650$30,650

Board Members and Trustees

NameTitle
Linda Stafford BurrowsPresident
Priscilla J HigginsVice President
Alfonso GonzalezDirector
Allan S JonesDirector
Charles ChesterDirector
Gregory a PensaDirector
Kyle AbelloDirector
Richard NaglerDirector
Tresha SellDirector
W Peter RobbinsDirector
Duane E SerritslevCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$172,370
Program Service Revenue
$0
Investment Income
$597,958
Other Revenue
$0
All Other Contributions
$172,370
Change in Net Assets
$435,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$233,955
Other Expenses$67,623
Salaries, Compensation, and Employee Benefits$33,254
Total Fundraising Expense$16,267
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$180,685--$180,685
Grants to Domestic Individuals$53,270--$53,270
Current Officers, Directors, Trustees, and Key Employees-$30,650-$30,650
Fees for Service Investment Mgmnt Fees-$23,528-$23,528
Occupancy-$6,900-$6,900
Fees for Services Accounting-$4,714-$4,714
Conferences and Meetings-$3,610-$3,610
Office Expenses-$3,293-$3,293
Payroll Taxes-$2,604-$2,604
Insurance-$2,486-$2,486
All Other Expenses-$1,534-$1,534
Other Expenses-$1,150$16,267$1,150
Depreciation Depletion-$331-$331
Total Functional Expenses$233,955$84,610$16,267$334,832
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
77-0338060--Direct Services, Dental, Reading$36,000
95-3169593--Meals on Wheels and Lunch Programs$10,000
77-0236226--Hot Lunch and Transportation Programs$8,000
77-0564282--Scholarships for Autistic Horse Riding Program$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Line 11B: Form 990 Review Process

“The form 990 is prepared and reviewed by the cpa william h. Serritslev and reviewed by the cfo duane e. Serritslev in his capacity as a certified public accountant, cfo and director of the santa ynez valley foundation. The form 990 is available for review by all directors and officers of the santa ynez valley foundation.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Employees and directors are required to review the conflict of interest policy at least annually. Any enforcement subject to a vote of the board of directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
33-0450151
Phone
8056882991

Signing Officer

Name
Priscilla J Higgins
Title
President
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Preparer
William H Serritslev CPA
Phone
8056888719
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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/InterestGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0137231
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02706896
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04144516
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021426
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01194
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0863
IRS990/LandBldgEquipCostOrOtherBssAmt022289
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07438223
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GRANT MAKING TO NONPROFIT ORGANIZATIONS IN THE SANTA YNEZ VALLEY AND LOS ALAMOS. PROVIDE SCHOLARSHIPS TO STUDENTS FROM THE SANTA YNEZ VALLEY AND LOS ALAMOS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03945909
IRS990/NetAssetsOrFundBalancesEOYAmt04381405
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0460727
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0460727
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06900
IRS990/OccupancyGrp/TotalAmt06900
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03293
IRS990/OfficeExpensesGrp/TotalAmt03293
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FUND RAISING
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/FundraisingAmt016267
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02601
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11209
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21150
IRS990/OtherExpensesGrp/TotalAmt016267
IRS990/OtherExpensesGrp/TotalAmt12601
IRS990/OtherExpensesGrp/TotalAmt21209
IRS990/OtherExpensesGrp/TotalAmt31150
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02604
IRS990/PayrollTaxesGrp/TotalAmt02604
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt097869
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0162447
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt098404
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0242007
IRS990/PYInvestmentIncomeAmt092755
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt073383
IRS990/PYOtherRevenueAmt0-1444
IRS990/PYRevenuesLessExpensesAmt0-157383
IRS990/PYSalariesCompEmpBnftPaidAmt031708
IRS990/PYTotalExpensesAmt0347098
IRS990/PYTotalRevenueAmt0189715
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0435496
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01236686
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0228497
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt010% FACTS AND CIRCUMSTANCES:THE FOUNDATION MAINTAINS CONTINUOUS EFFORTS TO COLLECT FUNDS FROM THE GENERAL PUBLIC OF THE SANTA YNEZ VALLEY AND LOS ALAMOS VALLEY, CALIFORNIA. THESE EFFORTS INCLUDE AN AFFILIATES PROGRAM FOR INDIVIDUALS AND THE BUSINESS PARTNERS PROGRAM FOR LOCAL BUSINESSES. AFFILIATES AND PARTNERS RECEIVE REGULAR MAILINGS REQUESTING SUPPORT. THE FOUNDATION ALSO MAINTAINS PUBLIC AWARENESS THROUGH NEWS PAPER PRESS RELEASES, A NEWSLETTER, AND THROUGH ITS ANNUAL AWARDS CEREMONY HONORING OUTSTANDING LOCAL VOLUNTEER INDIVIDUALS.THE FOUNDATION SEEKS ADDITIONAL ENDOWMENT FUNDS FROM THE LOCAL PUBLIC AS THE COMMUNITY NEED GROWS SO THAT IT CAN FULFILL THE MISSION. THE MISSION OF THE SANTA YNEZ VALLEY FOUNDATION IS:The Valley Foundation works to improve the lives of people in the Santa Ynez Valley and Los Alamos by investing in programs that feed the poor, promote health, nurture seniors, challenge our youth and inspire the community to make a difference. With the help of caring supporters the Foundation also builds permanent funds to enhance the quality of life now and in the future.THE DIRECTORS OF THE FOUNDATION ACT ON A VOLUNTEER BASIS AND ARE ADVOCATES OF THE FOUNDATION IN THE COMMUNITY. THE GRANTS PROVIDED BY THE FOUNDATION DIRECTLY BENEFIT THE PUBLIC AS THEY ARE MADE TO LOCAL NONPROFIT ORGANIZATIONS AND AS SCHOLARSHIPS TO LOCAL STUDENTS. THE FOUNDATION STRIVES TO INCLUDE AT LEAST ONE BOARD MEMBER WHO RESIDES IN EACH OF THE LOCAL TOWNSHIPS OF THE SANTA YNEZ VALLEY AND LOS ALAMOS.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Additional Supplemental Information - Support Schedule
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0172370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt066525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt093210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0425968
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0103548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt087438
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt086206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt082453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051108
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0410753
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.29420
IRS990ScheduleA/PublicSupportPY170Pct00.36070
IRS990ScheduleA/PublicSupportTotal170Amt0246170
IRS990ScheduleA/SubstantialContributorsTotAmt0179798
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0172370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt066525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt093210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057459
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0425968
IRS990ScheduleA/TotalSupportAmt0836721
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.95000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt087945
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02946442
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0164970
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03432812
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0131928
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0541273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt093024
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03044100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt096954
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02946442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0168031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt066443
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt096595
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03202839
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0116525
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03044100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0144380
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-34289
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt095394
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03232852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt054585
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03202839
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0184750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195546
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03232852
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt039459
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0679999
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03232852
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112981
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0102889
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,381,405
Liabilities
$0
Net assets
$4,381,405
Revenue
$770,328
Expenses
$334,832
Net income
$435,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.38$0.55$0.17
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.30$0.53$0.23
2023Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.77$0.41$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$1.40$0.50$0.90
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.54$0.50$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.51$0.40$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.28$0.41$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.32$0.46$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.34$0.49$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.40$0.47$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.46$0.55$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.77$0.33$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.00$4.10$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$0.30