Civic Intelligence

Borrego Valley Endowment Fund Inc.

990 • Fiscal year 2021 • EIN 33-0611010

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 09, 2021

PO Box 2714Borrego Springs, CA 92004

(760) 767-9919

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

84th percentile

46%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

83rd percentile

34%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

97%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$9,036,054

Up $2,303,762 (+34%) from 2020

Net Assets

Up

$9,036,054

Up $2,303,762 (+34%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$680,330

Up $335,314 (+97%) from 2020

Expenses

Up

$368,552

Up $19,992 (+5.7%) from 2020

Net Income

Up

$311,778

Up $315,322 (+8897%) from 2020

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $5,746,715Liabilities 2011: $346,577Net Assets 2011: $5,400,1382011Assets 2012: $5,847,925Liabilities 2012: $1,082,364Net Assets 2012: $4,765,5612012Assets 2013: $6,317,329Liabilities 2013: $1,637,942Net Assets 2013: $4,679,3872013Assets 2014: $6,843,057Liabilities 2014: $2,087,639Net Assets 2014: $4,755,4182014Assets 2015: $6,759,329Liabilities 2015: $2,016,334Net Assets 2015: $4,742,9952015Assets 2016: $6,346,173Liabilities 2016: $120,944Net Assets 2016: $6,225,2292016Assets 2018: $7,319,283Liabilities 2018: $0Net Assets 2018: $7,319,2832018Assets 2019: $7,472,340Liabilities 2019: $0Net Assets 2019: $7,472,3402019Assets 2020: $6,732,292Liabilities 2020: $0Net Assets 2020: $6,732,2922020Assets 2021: $9,036,054Liabilities 2021: $0Net Assets 2021: $9,036,0542021Assets 2022: $9,054,116Liabilities 2022: $0Net Assets 2022: $9,054,1162022Assets 2023: $9,128,762Liabilities 2023: $11,500Net Assets 2023: $9,117,2622023Assets 2024: $10,204,196Liabilities 2024: $277,270Net Assets 2024: $9,926,9262024Assets 2025: $10,243,519Liabilities 2025: $18,113Net Assets 2025: $10,225,4062025

Highlighted filing

2021

Assets$9,036,054
Liabilities$0
Net Assets$9,036,054

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $302,7372011Expenses 2012: $330,7382012Expenses 2013: $343,3932013Revenue 2014: $497,267Expenses 2014: $414,386Net Income 2014: $82,8812014Revenue 2015: $473,870Expenses 2015: $481,001Net Income 2015: -$7,1312015Revenue 2016: $1,610,993Expenses 2016: $128,759Net Income 2016: $1,482,2342016Revenue 2018: $496,281Expenses 2018: $318,077Net Income 2018: $178,2042018Revenue 2019: $274,392Expenses 2019: $163,536Net Income 2019: $110,8562019Revenue 2020: $345,016Expenses 2020: $348,560Net Income 2020: -$3,5442020Revenue 2021: $680,330Expenses 2021: $368,552Net Income 2021: $311,7782021Revenue 2022: $485,093Expenses 2022: $427,366Net Income 2022: $57,7272022Revenue 2023: $961,629Expenses 2023: $284,469Net Income 2023: $677,1602023Revenue 2024: $717,092Expenses 2024: $691,053Net Income 2024: $26,0392024Revenue 2025: $360,821Expenses 2025: $331,870Net Income 2025: $28,9512025

Highlighted filing

2021

Revenue$680,330
Expenses$368,552
Net Income$311,778
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 9, 2021
Return Version
2020v4.0
Gross Receipts
$2,968,812
Mission and Program Overview

Mission

To operate a Community Foundation that grants financial support to charitable programs specifically including but not limited to charitable, cultural, scientific, literary, civic, health and/or educational programs within the Borrego Valley.

To operate a Community Foundation that grants financial support to charitable programs within the Borrego Valley

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,613,368$8,878,919▲ $2,265,551
Savings and Temporary Cash Investments$100,655$132,442▲ $31,787
Cash and Non-Interest-Bearing Accounts$18,269$24,693▲ $6,424
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,732,292$9,036,054▲ $2,303,762
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,704,792$6,035,854▲ $2,331,062
Net Assets With Donor Restrictions$3,027,500$3,000,200▼ $27,300
Total Net Assets Fund Balance$6,732,292$9,036,054▲ $2,303,762
Total Liabilities and Net Assets / Fund Balance$6,732,292$9,036,054▲ $2,303,762

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,732,292$74,109▲ $2,598,205$131,398$9,036,054
2019$7,472,340$112,971▼ $504,459$97,981$6,732,292
2018$7,319,283$31,782▲ $284,811$24,929$7,472,340
2017$6,999,913$141,658▲ $495,789-$7,319,283
2016$6,333,737$23,500▲ $820,126-$6,999,913
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelly RobertPresident
Garmon DavidVice President
Chedrick AndrewDirector
Gilliland SusanDirector
Kelley BruceDirector
Lawrence BillDirector
Leibert DavidDirector
Meeks SylvanaDirector
Seagrim LorryDirector
Manildi CarolineSecretary
Brecht MarshalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$74,109
Program Service Revenue
$0
Investment Income
$606,221
Other Revenue
$0
All Other Contributions
$64,109
Change in Net Assets
$311,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,412
Grants and Similar Amounts Paid$146,500
Salaries, Compensation, and Employee Benefits$29,640
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$146,500--$146,500
Fees for Service Investment Mgmnt Fees-$40,837-$40,837
Other Salaries and Wages-$27,000-$27,000
Fees for Services Accounting-$12,400-$12,400
Information Technology-$2,931-$2,931
Payroll Taxes-$2,640-$2,640
Insurance-$2,225-$2,225
Other Expenses$20,688$1,300-$1,300
All Other Expenses$900$158-$1,058
Advertising-$590-$590
Office Expenses-$573-$573
Total Functional Expenses$277,898$90,654$0$368,552
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Borrego Springs Senior CtrBorrego Springs, CA501(c)(3)Senior meals, Food distr, etc$74,900
Local Government CommissionSacramento, CA501(c)(3)Assist with Ground Water plan$27,500
Borrego Ministry AssociationBorrego Springs, CA501(c((3)Food distribution, etc.$20,600
BasicBorrego Springs, CA501(c)(3)Children's summer learning program$11,000
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 by the Treasurer and reviewed by the outside accountants. The finalized form 990 is then provided to the entire board of directors prior to submission.

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

Conflict of interest is the first item/question on the agenda at all board meetings and directors annually sign a conflict of interest affidavit. If a transaction arises where there is a conflict of interest, the person with such conflict is not allowed to vote on the transaction.

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

The organizations governing documents, conflict of interest policy, and financial statements requested by the public will be furnished upon request.

Filing and Contact Details

Filer

Filer Name
Borrego Valley Endowment Fund Inc
EIN
33-0611010
Phone
7607679919
Address
PO Box 2714, Borrego Springs, CA 92004

Signing Officer

Name
Marshal Brecht
Title
Treasurer
Signed
2021-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brecht Marshal
Formed
1994
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Firm
Marshal J Brecht CPA
Address
640 Colonial Circle, Fullerton, CA 92835
Preparer
Marshal J Brecht
Phone
7143299879
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Grant for general financial support (within the organizations mission) to many charitable programs within the Borrego Valley not listed separately under Part III or Schedule O of form 990. Included is support for the Christmas Circle Park and Tub Canyon Desert Conservancy. Also ongoing expenses for critical medical helicopter services. Total $8,400. OTHER PROGRAM SERVICES 5: Ongoing expenses with the goal of providing an urgent care facility to the Borrego Valley. These expenses include the cost of renting space and finding and negotiating an agreement with a health care provider. Total $55,336. OTHER PROGRAM SERVICES 6: Grant financial support for senior meals and food distribution programs provided by the Borrego Springs Youth & Senior Center and Borrego Springs Minister's Association. Total $75,250. OTHER PROGRAM SERVICES 7: Grant financial support for bioresearch and removal of invasive weeds in the Borrego Valley. Total $5,000. OTHER PROGRAM SERVICES 8: Grant financial support to the Local Government Commission for the purpose of providing assistance in developing an Integrated Watershed-scale Water Plan for the Borrego Valley. Total $27,500.

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IRS990/MissionDesc0To operate a Community Foundation that grants financial support to charitable programs specifically including but not limited to charitable, cultural, scientific, literary, civic, health and/or educational programs within the Borrego Valley.
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IRS990/NetAssetsOrFundBalancesEOYAmt09036054
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0426547
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03704792
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IRS990/OfficeExpensesGrp/TotalAmt0573
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Covid-19 Task Force
IRS990/OtherExpensesGrp/Desc1Urgent Care Feasibility Study
IRS990/OtherExpensesGrp/Desc2Urgent Care Space Rent
IRS990/OtherExpensesGrp/Desc3Dues & Subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01300
IRS990/OtherExpensesGrp/ProgramServicesAmt075162
IRS990/OtherExpensesGrp/ProgramServicesAmt134648
IRS990/OtherExpensesGrp/ProgramServicesAmt220688
IRS990/OtherExpensesGrp/TotalAmt075162
IRS990/OtherExpensesGrp/TotalAmt134648
IRS990/OtherExpensesGrp/TotalAmt220688
IRS990/OtherExpensesGrp/TotalAmt31300
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027000
IRS990/OtherSalariesAndWagesGrp/TotalAmt027000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02640
IRS990/PayrollTaxesGrp/TotalAmt02640
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PrincipalOfficerNm0Brecht Marshal
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Ongoing expenses to fund the much needed Borrego Springs Covid-19 Task Force in the Borrego Valley. Total $75,162
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt075162
IRS990/ProgSrvcAccomActy3Grp/Desc0Ongoing expenses with the goal of providing an urgent care facility to the Borrego Valley. These expenses include the cost of renting space and finding and negotiating an agreement with a health care provider. Total $55,336.
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IRS990/PYRevenuesLessExpensesAmt0-3544
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IRS990/PYTotalRevenueAmt0345016
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IRS990/ReconcilationRevenueExpnssAmt0311778
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100655
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0132442
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: Part II Section C, line 17a facts and circumstances test:Pursuant to Regulation 1.170A-9(e)(3) the organization normally receives a substantial part of it's support directly or indirectly from the general public and it is actively engaged in the attraction of public support. The organization is publicly supported under the facts and circumstances test as follows:(I) Ten percent-of-support limitation: The percentage of support normally received by the organization from contributions made by government units, from contributions made directly or indirectly by the general public, or from a combination of these sources equals at least 10 percent.(II) Attraction of public support: The organization is organized and operated to continuously attract new and additional public support. The board of directors maintains a continuous and bona fide program for solicitation of funds from the general public and surrounding community. The board and volunteers actively pursue public funds and corporate sponsorships in the San Diego County.(III) Percentage of financial support: For the fiscal year ended March 31, 2021, public support normally received equaled 29.96%. which satisfies the ten percent requirement.(IV) Source of support: The organization receives support from a large representative number of persons. It does not receive most of it's support from members of a single family. The organization has been in existence since 1994. The organization provides financial support to various charitable organizations for cultural, literary, civic, health, and educational programs within the Borrego Valley.(V) Representative Governing Body: The organization's board of directors is comprised of a diverse mixture of dedicated people from different industries and backgrounds. Such persons represent a broad cross-section of the views and interests of the community. The governing body does not comprise the personal and private interests of a limited number of donors.(VI) Availability of public services: The services and programs provided by the organization are available to the public on a continuous basis. Schedule A Part II: Statement regarding public supportPrior to fiscal year ended March 31, 2017, the organization believed it qualified as a supporting organization type III - nonfunctionally integrated in which it met the required organizational, operational, and 3.5% distribution tests by supporting the Borrego Community Health Foundation.The organization amended it's articles of incorporation to clearly state it's purpose is to operate a community foundation. Accordingly, the public support test has been completed as a 509(A)(1) organization. Prior Year Facts and Circumstances: Part II Section C, line 17a facts and circumstances test:Pursuant to Regulation 1.170A-9(e)(3) the organization normally receives a substantial part of it's support directly or indirectly from the general public and it is actively engaged in the attraction of public support. The organization is publicly supported under the facts and circumstances test as follows:(I) Ten percent-of-support limitation: The percentage of support normally received by the organization from contributions made by government units, from contributions made directly or indirectly by the general public, or from a combination of these sources equals at least 10 percent.(II) Attraction of public support: The organization is organized and operated to continuously attract new and additional public support. The board of directors maintains a continuous and bona fide program for solicitation of funds from the general public and surrounding community. The board and volunteers actively pursue public funds and corporate sponsorships in the San Diego County.(III) Percentage of financial support: For the fiscal year ended March 31, 2020, public support normally received equaled 30%. which satisfies the ten percent requirement.(IV) Source of support: The organization receives s
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt074109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0112971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0141658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0384020
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0179674
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0178283
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0183155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0190684
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0166082
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0897878
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.29960
IRS990ScheduleA/PublicSupportPY170Pct00.30000
IRS990ScheduleA/PublicSupportTotal170Amt0384020
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt074109
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0112971
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0141658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0384020
IRS990ScheduleA/TotalSupportAmt01281898
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
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06732292
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt074109
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09036054
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0146500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02598205
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0131398
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt058461
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07472340
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0112971
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06732292
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0192118
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-504459
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt097981
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt063027
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07319283
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt031782
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07472340
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt075580
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0284811
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt024929
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt073048
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06999913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0141658
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07319283
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0245029
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0495789
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt060784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06333737
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt023500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06999913
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0116666
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0820126
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.33200
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt011000
IRS990ScheduleI/RecipientTable/CashGrantAmt120600
IRS990ScheduleI/RecipientTable/CashGrantAmt274900

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.2$0.02$10.2$0.36$0.33$0.03
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.28$9.93$0.72$0.69$0.03
2023Detailed filing. Detailed filing data is available for this year.$9.13$0.01$9.12$0.96$0.28$0.68
2022Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.49$0.43$0.06
2021Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.68$0.37$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.35$0.35$0.00
2019Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.27$0.16$0.11
2018Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.50$0.32$0.18
2016Detailed filing. Detailed filing data is available for this year.$6.35$0.12$6.23$1.61$0.13$1.48
2015Detailed filing. Detailed filing data is available for this year.$6.76$2.02$4.74$0.47$0.48$0.01
2014Detailed filing. Detailed filing data is available for this year.$6.84$2.09$4.76$0.50$0.41$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$1.64$4.68$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$1.08$4.77$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.35$5.40$0.30