Civic Intelligence

Shaker Schools Foundation

990 • Fiscal year 2017 • EIN 34-1351470

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 19, 2017

Organization ProfileWWW.SHAKER.ORG/FOUNDATION
15600 Parkland DriveShaker Heights, OH 44120

(216) 295-4329

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,705,312

Up $1,267,358 (+52%) from 2013

Net Assets

Up

$3,698,522

Up $1,267,314 (+52%) from 2013

Liabilities

Up

$6,790

Up $44 (+0.7%) from 2013

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin88th percentile

Revenue

$613,857

No earlier filing loaded for comparison.

Expenses

Down

$380,917

Down $138,223 (-27%) from 2013

Net Income

$232,940

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $2,437,954Liabilities 2013: $6,746Net Assets 2013: $2,431,2082013Assets 2017: $3,705,312Liabilities 2017: $6,790Net Assets 2017: $3,698,5222017Assets 2018: $4,440,861Liabilities 2018: $7,664Net Assets 2018: $4,433,1972018Assets 2019: $4,684,162Liabilities 2019: $25,867Net Assets 2019: $4,658,2952019Assets 2020: $4,715,584Liabilities 2020: $35,580Net Assets 2020: $4,680,0042020Assets 2021: $5,939,958Liabilities 2021: $50,518Net Assets 2021: $5,889,4402021Assets 2022: $4,970,348Liabilities 2022: $14,512Net Assets 2022: $4,955,8362022Assets 2023: $5,442,571Liabilities 2023: $16,540Net Assets 2023: $5,426,0312023Assets 2024: $6,150,036Liabilities 2024: $27,357Net Assets 2024: $6,122,6792024Assets 2025: $6,697,573Liabilities 2025: $10,225Net Assets 2025: $6,687,3482025

Highlighted filing

2017

Assets$3,705,312
Liabilities$6,790
Net Assets$3,698,522
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Expenses 2013: $519,1402013Revenue 2017: $613,857Expenses 2017: $380,917Net Income 2017: $232,9402017Revenue 2018: $940,422Expenses 2018: $393,210Net Income 2018: $547,2122018Revenue 2019: $835,495Expenses 2019: $637,729Net Income 2019: $197,7662019Revenue 2020: $698,678Expenses 2020: $571,650Net Income 2020: $127,0282020Revenue 2021: $1,162,284Expenses 2021: $992,827Net Income 2021: $169,4572021Revenue 2022: $1,248,560Expenses 2022: $798,431Net Income 2022: $450,1292022Revenue 2023: $1,117,127Expenses 2023: $699,963Net Income 2023: $417,1642023Revenue 2024: $1,029,680Expenses 2024: $878,155Net Income 2024: $151,5252024Revenue 2025: $1,300,370Expenses 2025: $1,048,644Net Income 2025: $251,7262025

Highlighted filing

2017

Revenue$613,857
Expenses$380,917
Net Income$232,940
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 19, 2017
Return Version
2016v3.0
Gross Receipts
$958,114
Mission and Program Overview

Mission

To support all shaker heights city school students by cultivating community resources to advance equitable access and enhance opportunities in and out of the classroom. We provide grants to teachers and for projects, support for the improvement of learning environments, awards for graduating students, and opportunity assistance.

Provide resources to enrich the education experiences of students in the shaker heights city school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,973,010$3,522,581▲ $549,571
Savings and Temporary Cash Investments$136,101$179,731▲ $43,630
Accounts Receivable$4,500--
Pledges and Grants Receivable-$3,000-
Total Assets$3,120,611$3,705,312▲ $584,701
Other Assets Total$7,000$0▼ $7,000
Liabilities
Accounts Payable and Accrued Expenses-$3,589-
Grants Payable$4,132$3,201▼ $931
Other Liabilities$2,841--
Total Liabilities$6,973$6,790▼ $183
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,948,148$2,205,879▲ $257,731
Unrestricted Net Assets$480,066$760,694▲ $280,628
Permanently Rstr Net Assets$685,424$731,949▲ $46,525
Total Net Assets Fund Balance$3,113,638$3,698,522▲ $584,884
Total Liabilities and Net Assets / Fund Balance$3,120,611$3,705,312▲ $584,701

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$872,374$46,525▲ $130,717$10,361$1,039,255
2015$1,922,754$17,751▲ $32,979$8,683$872,374
2014$1,633,941$283,560▼ $5,367$10,620$1,922,754
2013$1,418,078$108,905▲ $184,389$40,478$1,633,941
2012$1,273,404$164,721▲ $84,680$-4,755$1,418,078
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Thomas WisePresident
Dorothea PolsterVice President
Holly CoughlinExecutive Director (11/16 - 6/17)
Amy Kerr ThomeTrustee
Annette Tucker SutherlandTrustee
Bill McgovernTrustee
Cathy BelkTrustee
Eileen AndersonTrustee
Fiona GreenTrustee
Fred WidenTrustee
Lisa RichardsonTrustee
Mark FreemanTrustee
Matt LehmanTrustee
Paul SauerlandTrustee
Pawan DivakarlaTrustee
Richard HubbardTrustee
Robin JohnsonTrustee
Stasia VavruskaTrustee
Steven GoldfarbTrustee
Philip ShandsSecretary
Gregory HutchingsSuperintendent
Doug WangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$370,012
Program Service Revenue
$0
Investment Income
$131,318
Other Revenue
$112,527
All Other Contributions
$327,992
Change in Net Assets
$232,940

Audited Revenue Reconciliation

Revenue per Audited Statements
$613,857
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$437,790
Total Revenue per Audited Statements
$1,051,647
Total Revenue per Form 990
$613,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$242,649
Salaries, Compensation, and Employee Benefits$95,026
Grants and Similar Amounts Paid$43,242
Total Fundraising Expense$14,845
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$173,834--$173,834
Other Salaries and Wages-$78,859-$78,859
Grants to Domestic Individuals$43,242--$43,242
Office Expenses-$16,792$8,986$25,778
Fees for Service Investment Mgmnt Fees-$21,098-$21,098
Fees for Services Accounting-$16,080$4,356$20,436
Pension Plan Contributions-$10,000-$10,000
Other Employee Benefits-$6,167-$6,167
Advertising--$1,503$1,503
Total Functional Expenses$217,076$148,996$14,845$380,917

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$466,763
Expenses per Audited Statements$380,917
Total Expenses per Form 990$380,917
Expenses Not Reported on Form 990$85,846
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$198,373
Fundraising Direct Expenses$85,846
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Red & White$240,393$198,373$1,820$196,553
Total Events$240,393$198,373$85,846$112,527
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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, Section A, Line 2

“Doug wang has a family relationship with an employee of the foundation.”

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

“A "draft" copy of the 990 is reviewed directly by the president, development director and the chairman of the finance committee for accuracy, material misstatements and extraordinary items. Once approved, the return is processed and a copy of the return is sent to each voting board member (via email or hard copy) prior to the return being filed.”

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

“Board trustee, employee or volunteer of the shaker school foundation shall avoid any conflict, including the appearance of conflict between his or her personal interests and the interests of the foundation when acting for or representing the foundation or when dealing with any organization or individual whose objectives or interest may be adverse to specific interest of the foundation. Each board trustee shall disclose any possible conflict of interest in a timely manner. Each september, such disclosure shall be in the form of an annual disclosure of interest certificate to be signed by each board member, in which each shall indicate that he or she is familiar with this policy and has disclosed or is disclosing all known situations that could potentially involve a possible conflict of interest.”

Form 990, Part VI, Section C, Line 19

“All copies of the organization's governing documents and audited financial statements are made available to the public upon request and in certain cases available on the internet at www.shaker.org.”

Filing and Contact Details

Filer

Filer Name
Shaker Schools Foundation
EIN
34-1351470
Phone
2162954329
Address
15600 PARKLAND DRIVE, SHAKER HEIGHTS, OH 44120

Signing Officer

Name
Holly Coughlin
Title
Executive Director
Phone
2162951400
Signed
2017-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Wise
Formed
1981
Legal Domicile
Oh
Voting Board Members
21
Independent Board Members
21
Employees
3
Volunteers
150

Preparer

Firm
Pease & Associates LLC
Address
1422 EUCLID AVE SUITE 400, CLEVELAND, OH 44115
Preparer
Mark E Noble
Phone
2163489600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment funds are to provide general support of the foundation's mission or for a special purpose project that is consistent with the foundation's mission.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense 85,846.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense 85,846.”

Schedule D, Part V, Column B

“During fiscal year ended 6/30/16, the foundation reviewed its various restricted fund agreements and determined based upon the donors original intent, certain funds previously classified as permanently restricted and unrestricted should be classified as temporarily restricted funds; and certain funds previously classified as unrestricted should be classified as permanently restricted. As a result of this revised understanding, on july 1, 2015 the foundation reclassified $17,500 and $1,306,396 from unrestricted and permanently restricted net assets, respectively, to temporarily restricted net assets, and reclassified $51,315 from unrestricted net assets to permanently restricted net assets to correct the errors. The prior year column for the endowment funds has been updated to appropriately reflect the reclassified endowment funds as well as agree to the amounts reported on the audited financial statements.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18SUPERINTENDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR (11/16 - 6/17)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt042020
IRS990/FundraisingDirectExpensesAmt085846
IRS990/FundraisingGrossIncomeAmt0198373
IRS990/GainOrLossGrp/SecuritiesAmt026683
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt09830
IRS990/GrantsPayableGrp/BOYAmt04132
IRS990/GrantsPayableGrp/EOYAmt03201
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt043242
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt043242
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0285094
IRS990/GrossReceiptsAmt0958114
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0104635
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104635
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02973010
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03522581
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0258411
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE RESOURCES TO ENRICH THE EDUCATION EXPERIENCES OF STUDENTS IN THE SHAKER HEIGHTS CITY SCHOOL DISTRICT. PRIMARILY, THE FOUNDATION HELPS EXPAND CLASSROOM INSTRUCTION AT ALL GRADE LEVELS WITH GRANTS TO TEACHERS AND FOR PROJECTS; MAKES AWARDS TO INDIVIDUAL STUDENTS TO RECOGNIZE THEIR ACADEMIC SUCCESS AND ENCOURAGE THEIR PURSUIT OF ADVANCED STUDIES; AND PROVIDES SUPPORT FOR IMPROVEMENTS TO LEARNING ENVIRONMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03113638
IRS990/NetAssetsOrFundBalancesEOYAmt03698522
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt026683
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026683
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0112527
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0112527
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0351944
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt012547
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt08986
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016792
IRS990/OfficeExpensesGrp/TotalAmt025778
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06167
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06167
IRS990/OtherExpensesGrp/Desc0VAR ACADEMIC PROGRAMS
IRS990/OtherExpensesGrp/ProgramServicesAmt0173834
IRS990/OtherExpensesGrp/TotalAmt0173834
IRS990/OtherLiabilitiesGrp/BOYAmt02841
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078859
IRS990/OtherSalariesAndWagesGrp/TotalAmt078859
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010000
IRS990/PensionPlanContributionsGrp/TotalAmt010000
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0685424
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0731949
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS WISE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED SUPPORT FOR 78 STUDENTS WHO MET THE CRITERIA FOR ACADEMIC AND/OR CO-CURRICULAR ACHIEVEMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt033412
IRS990/ProgSrvcAccomActy2Grp/GrantAmt033412
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED SUPPORT FOR VARIOUS ACADEMIC PROGRAMS/PROJECTS THROUGHOUT THE SCHOOL DISTRICT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0173834
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt026683
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0374549
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt036379
IRS990/PYInvestmentIncomeAmt0104460
IRS990/PYOtherExpensesAmt0401422
IRS990/PYOtherRevenueAmt0142247
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0100035
IRS990/PYSalariesCompEmpBnftPaidAmt083420
IRS990/PYTotalExpensesAmt0521221
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0621256
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0232940
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0136101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0179731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0370012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0374549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0529753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0333076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0402310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02009700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0104635
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0132719
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0117083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt098616
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt057372
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0510425
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01097659
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70530
IRS990ScheduleA/PublicSupportPY170Pct00.72350
IRS990ScheduleA/PublicSupportTotal170Amt01777506
IRS990ScheduleA/SubstantialContributorsTotAmt0232194
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0370012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0374549
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0529753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0333076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0402310
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02009700
IRS990ScheduleA/TotalSupportAmt02520125
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0872374
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt046525
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01039255
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0130717
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt010361
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01092427
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01922754
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt017751
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0872374
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt08683
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01633941
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0283560
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01922754
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5367

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,705,312
Liabilities
$6,790
Net assets
$3,698,522
Revenue
$613,857
Expenses
$380,917
Net income
$232,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.70$0.01$6.69$1.30$1.05$0.25
2024Detailed filing. Detailed filing data is available for this year.$6.15$0.03$6.12$1.03$0.88$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.44$0.02$5.43$1.12$0.70$0.42
2022Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.96$1.25$0.80$0.45
2021Detailed filing. Detailed filing data is available for this year.$5.94$0.05$5.89$1.16$0.99$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.04$4.68$0.70$0.57$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.68$0.03$4.66$0.84$0.64$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.01$4.43$0.94$0.39$0.55
2017Detailed filing. Detailed filing data is available for this year.$3.71$0.01$3.70$0.61$0.38$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.01$2.43$0.52