Civic Intelligence

Santa Ynez Valley Foundation

990 • Fiscal year 2016 • EIN 33-0450151

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

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

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-47%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$34,984

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

26th percentile

-3.7%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,056,824

Down $157,533 (-3.7%) from 2015

Net Assets

Down

$4,056,824

Down $157,533 (-3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin7th percentile

Revenue

Down

$336,780

Down $67,804 (-17%) from 2015

Expenses

Up

$494,313

Up $19,531 (+4.1%) from 2015

Net Income

Down

-$157,533

Down $87,335 (-124%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2016

Assets$4,056,824
Liabilities$0
Net Assets$4,056,824
Open 2016 Filing

Operations Trend

Revenue Growth18th 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

2016

Revenue$336,780
Expenses$494,313
Net Income-$157,533
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$925,784
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$3,953,743$3,833,070▼ $120,673
Savings and Temporary Cash Investments$260,413$223,754▼ $36,659
Land, Buildings, and Equipment, Net$201$0▼ $201
Cash and Non-Interest-Bearing Accounts-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,214,357$4,056,824▼ $157,533
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,035,188$2,903,826▼ $131,362
Temporarily Rstr Net Assets$926,914$899,999▼ $26,915
Permanently Rstr Net Assets$252,255$252,999▲ $744
Total Net Assets Fund Balance$4,214,357$4,056,824▼ $157,533
Total Liabilities and Net Assets / Fund Balance$4,214,357$4,056,824▼ $157,533

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$18,956$18,956

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,208,147$168,862▲ $235,317-$3,185,979
2015$3,393,080$241,250▼ $63,385-$3,208,147
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
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Anne ChristensenSecretaryPT$34,984$34,984

Board Members and Trustees

NameTitle
Richard NaglerPresident
Alfonso GonzalezDirector
Craig D SnellDirector
Hayley Firestone JessupDirector
Kyle AbelloDirector
Linda Stafford BurrowsDirector
Paul MatthiesDirector
Priscilla J HigginsDirector
Richard W ChristensenDirector
Tresha SellDirector
W Peter RobbinsDirector
Duane E SerritslevCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$171,862
Program Service Revenue
$0
Investment Income
$164,918
Other Revenue
$0
All Other Contributions
$171,862
Change in Net Assets
$-157,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$360,689
Other Expenses$95,820
Salaries, Compensation, and Employee Benefits$37,804
Total Fundraising Expense$16,549
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$316,860--$316,860
Grants to Domestic Individuals$43,829--$43,829
Current Officers, Directors, Trustees, and Key Employees-$34,984-$34,984
Fees for Service Investment Mgmnt Fees-$32,161-$32,161
Conferences and Meetings-$13,811-$13,811
Fees for Services Accounting-$8,390-$8,390
Occupancy-$6,900-$6,900
Office Expenses-$6,539-$6,539
Insurance-$2,873-$2,873
Payroll Taxes-$2,820-$2,820
All Other Expenses-$2,145-$2,145
Other Expenses-$1,251$16,549$1,251
Depreciation Depletion-$205-$205
Fees for Services Legal-$95-$95
Total Functional Expenses$360,689$117,075$16,549$494,313
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
People Helping PeopleSolvang, CA-Direct Services, Dental, Reading$37,000
Rona Barrett FoundationSanta Ynez, CA-Build Senior Assisted Living Fac.$34,000
Westmont CollegeSanta Barbara, CA-Donor Designated Fund Grant$12,000
Solvang Lutheran Home IncSolvang, CA-Equipment Replacements$11,000
Syv Senior Citizens FoundationBuellton, CA-Meals on Wheels and Lunch Programs$10,000
Syv Senior Advisory CouncilSolvang, CA-Hot Lunch and Transportation Programs$7,500
Solvang TheaterfestSolvang, CA-Programs / Facilities$6,000
Syv Therapeutic Riding ProgramSolvang, CA-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

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

Signing Officer

Name
Richard Nagler
Title
President
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
12

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/GainOrLossGrp/OtherAmt036586
IRS990/GainOrLossGrp/SecuritiesAmt045226
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0360689
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt043829
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt043829
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0316860
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0316860
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt036586
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0634230
IRS990/GrossReceiptsAmt0925784
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02873
IRS990/InsuranceGrp/TotalAmt02873
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt083106
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083106
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03953743
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03833070
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018956
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0201
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt018956
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0589004
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/NetAssetsOrFundBalancesBOYAmt04214357
IRS990/NetAssetsOrFundBalancesEOYAmt04056824
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt081812
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt081812
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06900
IRS990/OccupancyGrp/TotalAmt06900
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06539
IRS990/OfficeExpensesGrp/TotalAmt06539
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FUND RAISING
IRS990/OtherExpensesGrp/Desc1INTERNET COSTS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/FundraisingAmt016549
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02548
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12353
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21251
IRS990/OtherExpensesGrp/TotalAmt016549
IRS990/OtherExpensesGrp/TotalAmt12548
IRS990/OtherExpensesGrp/TotalAmt22353
IRS990/OtherExpensesGrp/TotalAmt31251
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02820
IRS990/PayrollTaxesGrp/TotalAmt02820
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0252255
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0252999
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0259975
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0352107
IRS990/PYInvestmentIncomeAmt0144609
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt086762
IRS990/PYRevenuesLessExpensesAmt0-70198
IRS990/PYSalariesCompEmpBnftPaidAmt035913
IRS990/PYTotalExpensesAmt0474782
IRS990/PYTotalRevenueAmt0404584
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-157533
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260413
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0223754
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
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0324633
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0172370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt036404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0665244
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt083106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt078046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt091680
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0103548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt087438
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0443818
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43700
IRS990ScheduleA/PublicSupportPY170Pct00.37610
IRS990ScheduleA/PublicSupportTotal170Amt0484606
IRS990ScheduleA/SubstantialContributorsTotAmt0180638
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0324633
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0172370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt036404
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0665244
IRS990ScheduleA/TotalSupportAmt01109062
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/BoardDesignatedBalanceEOYPct00.92000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt098057
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03208147
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0168862
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03185979
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0328290
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0235317
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt085528
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03393080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0241250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03208147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0277270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-63385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt073356
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03432812
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0211633
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03393080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0248122
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070113
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt087945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02946442
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0164970
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03432812
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0131928

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,056,824
Liabilities
$0
Net assets
$4,056,824
Revenue
$336,780
Expenses
$494,313
Net income
-$157,533
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