Civic Intelligence

Santa Ynez Valley Foundation

990 • Fiscal year 2014 • EIN 33-0450151

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 03, 2015

Organization ProfileWWW.THEVALLEYFOUNDATION.ORG
540 Alisal RoadSolvang, CA 93463

(805) 688-2991

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

39th percentile

$31,200

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

31st percentile

-2.2%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-41%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$4,284,555

Down $96,850 (-2.2%) from 2013

Net Assets

Down

$4,284,555

Down $96,850 (-2.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin13th percentile

Revenue

Down

$458,012

Down $312,316 (-41%) from 2013

Expenses

Up

$554,862

Up $220,030 (+66%) from 2013

Net Income

Down

-$96,850

Down $532,346 (-122%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2014

Assets$4,284,555
Liabilities$0
Net Assets$4,284,555
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

2014

Revenue$458,012
Expenses$554,862
Net Income-$96,850
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 3, 2015
Return Version
2014v5.0
Gross Receipts
$604,145
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$4,144,516$4,169,815▲ $25,299
Savings and Temporary Cash Investments$228,497$114,208▼ $114,289
Cash and Non-Interest-Bearing Accounts$6,529$0▼ $6,529
Prepaid Expenses and Deferred Charges$1,000$0▼ $1,000
Land, Buildings, and Equipment, Net$863$532▼ $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$4,381,405$4,284,555▼ $96,850
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,214,371$3,170,899▼ $43,472
Temporarily Rstr Net Assets$1,004,587$956,731▼ $47,856
Permanently Rstr Net Assets$162,447$156,925▼ $5,522
Total Net Assets Fund Balance$4,381,405$4,284,555▼ $96,850
Total Liabilities and Net Assets / Fund Balance$4,381,405$4,284,555▼ $96,850

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$532$18,424$18,956

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,432,812$211,633▲ $70,113-$3,393,080
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
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Anne ChristensenSecretaryPT$31,200$31,200

Board Members and Trustees

NameTitle
Priscilla J HigginsPresident
Richard NaglerVice President
Alfonso GonzalezDirector
Allan S JonesDirector
Charles ChesterDirector
Craig D SnellDirector
Kyle AbelloDirector
Linda Stafford BurrowsDirector
Tresha SellDirector
W Peter RobbinsDirector
Duane E SerritslevCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$324,633
Program Service Revenue
$0
Investment Income
$133,379
Other Revenue
$0
All Other Contributions
$324,633
Change in Net Assets
$-96,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$441,928
Other Expenses$79,158
Salaries, Compensation, and Employee Benefits$33,776
Total Fundraising Expense$4,166
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$375,875--$375,875
Grants to Domestic Individuals$66,053--$66,053
Fees for Service Investment Mgmnt Fees-$36,252-$36,252
Current Officers, Directors, Trustees, and Key Employees-$31,200-$31,200
Fees for Services Accounting-$8,529-$8,529
Occupancy-$6,900-$6,900
Conferences and Meetings-$4,529-$4,529
Office Expenses-$3,464-$3,464
Insurance-$2,617-$2,617
Payroll Taxes-$2,576-$2,576
All Other Expenses-$2,003-$2,003
Other Expenses-$1,150$4,166$1,150
Depreciation Depletion-$331-$331
Total Functional Expenses$441,928$108,768$4,166$554,862
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
People Helping PeopleSolvang, CA-Direct Services, Dental, Reading$37,000
Syv Senior Citizens FoundationBuellton, CA-Meals on Wheels and Lunch Programs$24,500
Rona Barrett FoundationSanta Ynez, CA-Build Senior Assisted Living Fac.$22,450
Syv Cottage Hospital FdnSolvang, CA-Capital Improvements to Hospital$22,436
Solvang Lutheran Home IncSolvang, CA-Campus Expansion$20,000
Friends of the Los Alamos LibLos Alamos, CA-Community Library Support$15,000
Syv Senior Advisory CouncilSolvang, CA-Hot Lunch and Transportation Programs$12,000
Jodi HouseSanta Barbara, CA-Brain Injury Support Center$10,000
Santa Ynez Valley Union High SchoolSanta Ynez, CA-Teacher Programs for Students$10,000
Syv Therapeutic Riding ProgramSolvang, CA-Scholarships for Autistic Horse Riding Program$7,500
Syv Presbyterian PreschoolSolvang, CA-Preschool Scholarships$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

Filer Name
Santa Ynez Valley Foundation
EIN
33-0450151
Phone
8056882991
Address
540 ALISAL ROAD, SOLVANG, CA 93463

Signing Officer

Name
Priscilla J Higgins
Title
President
Signed
2015-09-03
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

Firm
Serritslev Norwine & CO CPAs LLP
Address
650 Alamo Pintado Rd 203, Solvang, CA 93463
Preparer
William H Serritslev CPA
Phone
8056888719
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0375875
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IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt04169815
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IRS990/IRPDocumentCnt04
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IRS990/LandBldgEquipCostOrOtherBssAmt018956
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0146133
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
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/TotalAmt06900
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03464
IRS990/OfficeExpensesGrp/TotalAmt03464
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0INTERNET COSTS
IRS990/OtherExpensesGrp/Desc1FUND RAISING
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3DUES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06575
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12642
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21150
IRS990/OtherExpensesGrp/TotalAmt06575
IRS990/OtherExpensesGrp/TotalAmt14166
IRS990/OtherExpensesGrp/TotalAmt22642
IRS990/OtherExpensesGrp/TotalAmt31150
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02576
IRS990/PayrollTaxesGrp/TotalAmt02576
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0162447
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0156925
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0172370
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0233955
IRS990/PYInvestmentIncomeAmt0597958
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt067623
IRS990/PYRevenuesLessExpensesAmt0435496
IRS990/PYSalariesCompEmpBnftPaidAmt033254
IRS990/PYTotalExpensesAmt0334832
IRS990/PYTotalRevenueAmt0770328
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-96850
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0228497
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0114208
IRS990ScheduleA/Form990ScheduleAPartVIGrp/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/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0172370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt066525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt093210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0693142
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt091680
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0103548
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt086206
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt082453
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0451325
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.29420
IRS990ScheduleA/PublicSupportTotal170Amt0541809
IRS990ScheduleA/SubstantialContributorsTotAmt0151333
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0324633
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0172370
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt093210
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0693142
IRS990ScheduleA/TotalSupportAmt01144467
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
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03432812
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0211633
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03393080
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0248122
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt070113
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt087945
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02946442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0164970
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03432812
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0131928
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0541273
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02946442
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0168031
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt096595
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03202839
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0116525
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03044100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0144380
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-34289
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt095394
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03232852
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt054585
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03202839
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0184750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195546

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,284,555
Liabilities
$0
Net assets
$4,284,555
Revenue
$458,012
Expenses
$554,862
Net income
-$96,850
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