Civic Intelligence

Endowment Growth Fund of Maumee Valley Country Day Schools

990 • Fiscal year 2019 • EIN 34-1779469

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

Organization ProfileN/A
1715 S Reynolds RdToledo, OH 43614

(419) 381-1313

Siviq Scores

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

Liabilities / Assets

41st percentile

0.04x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.54x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-223%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$244,756

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 113.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

12th percentile

-9.8%

Faster asset growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$2,854,163

Down $310,460 (-9.8%) from 2018

Net Assets

Down

$2,737,175

Down $427,448 (-14%) from 2018

Liabilities

Up

$116,988

Up $116,988 from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin1st percentile

Revenue

Down

$216,181

Down $262,615 (-55%) from 2018

Expenses

Up

$699,106

Up $489,499 (+234%) from 2018

Net Income

Down

-$482,925

Down $752,114 (-279%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,693,372Liabilities 2011: $0Net Assets 2011: $3,693,3722011Assets 2012: $3,254,135Liabilities 2012: $0Net Assets 2012: $3,254,1352012Assets 2013: $3,056,818Liabilities 2013: $0Net Assets 2013: $3,056,8182013Assets 2014: $2,989,679Liabilities 2014: $0Net Assets 2014: $2,989,6792014Assets 2015: $2,826,794Liabilities 2015: $98,092Net Assets 2015: $2,728,7022015Assets 2016: $2,628,629Liabilities 2016: $41,537Net Assets 2016: $2,587,0922016Assets 2017: $2,801,290Liabilities 2017: $29,037Net Assets 2017: $2,772,2532017Assets 2018: $3,164,623Liabilities 2018: $0Net Assets 2018: $3,164,6232018Assets 2019: $2,854,163Liabilities 2019: $116,988Net Assets 2019: $2,737,1752019Assets 2020: $2,344,961Liabilities 2020: $818,070Net Assets 2020: $1,526,8912020Assets 2021: $2,911,292Liabilities 2021: $941,817Net Assets 2021: $1,969,4752021Assets 2022: $2,386,013Liabilities 2022: $1,024,121Net Assets 2022: $1,361,8922022Assets 2023: $2,553,056Liabilities 2023: $936,121Net Assets 2023: $1,616,9352023Assets 2024: $2,871,030Liabilities 2024: $901,372Net Assets 2024: $1,969,6582024

Highlighted filing

2019

Assets$2,854,163
Liabilities$116,988
Net Assets$2,737,175
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $369,1552011Expenses 2012: $384,4572012Expenses 2013: $856,2342013Revenue 2014: $318,611Expenses 2014: $508,376Net Income 2014: -$189,7652014Revenue 2015: $251,571Expenses 2015: $387,338Net Income 2015: -$135,7672015Revenue 2016: $74,333Expenses 2016: $177,908Net Income 2016: -$103,5752016Revenue 2017: $219,019Expenses 2017: $175,308Net Income 2017: $43,7112017Revenue 2018: $478,796Expenses 2018: $209,607Net Income 2018: $269,1892018Revenue 2019: $216,181Expenses 2019: $699,106Net Income 2019: -$482,9252019Revenue 2020: $136,015Expenses 2020: $1,199,810Net Income 2020: -$1,063,7952020Revenue 2021: $55,384Expenses 2021: $156,272Net Income 2021: -$100,8882021Revenue 2022: $0Expenses 2022: $161,570Net Income 2022: -$161,5702022Revenue 2023: $61,878Expenses 2023: $11,899Net Income 2023: $49,9792023Revenue 2024: $426,268Expenses 2024: $13,083Net Income 2024: $413,1852024

Highlighted filing

2019

Revenue$216,181
Expenses$699,106
Net Income-$482,925
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.2
Gross Receipts
$561,148
Mission and Program Overview

Mission

The sole purpose of the endowment growth fund is to support the Maumee Valley Country Day School.

See schedule o.the sole purpose of the endowment growth fund is to support the maumee valley country day school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,168,254$2,072,500▼ $95,754
Investments in Publicly Traded Securities$598,703$506,298▼ $92,405
Accounts Receivable$366,864--
Savings and Temporary Cash Investments$30,802$275,365▲ $244,563
Total Assets$3,164,623$2,854,163▼ $310,460
Liabilities
Other Liabilities$0$116,988▲ $116,988
Total Liabilities$0$116,988▲ $116,988
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,164,623$2,737,175▼ $427,448
Unrestricted Net Assets-$0-
Total Net Assets Fund Balance$3,164,623$2,737,175▼ $427,448
Total Liabilities and Net Assets / Fund Balance$3,164,623$2,854,163▼ $310,460

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$175,243--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$8,458,515$143,973▲ $379,723-$8,002,341
2017$8,358,016$357▲ $663,631-$8,458,515
2016$2,616,128$5,306,383▲ $975,625$26,099$8,358,016
2015$2,802,955$41,217▼ $4,919$208,104$2,616,128
2014$2,955,043-▲ $12,600-$2,802,955
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Kimberly SpurgeonDirector of Finance$124,729$124,729
Lynn CastoHead of School$121,279$121,279

Board Members and Trustees

NameTitle
Fred DeichertChair
Dennis HolmanVice Chair
Betsy KelseyTrustee
Bradford Koles JrTrustee
David CohenTrustee
Dean KasperzakTrustee
Fritz ByersTrustee
James Secor IiiTrustee
James WilleyTrustee
Jeffrey SmithTrustee
Joel GorskiTrustee
Michael BrileyTrustee
Milton KnightTrustee
Patty WiseTrustee
Richard NewcombTrustee
Steve HickeyTrustee
William FosterTrustee
Gary BoehmFormer Head of School
Hyaat ChaudharySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$143,873
Program Service Revenue
$0
Investment Income
$72,308
Other Revenue
$0
All Other Contributions
$143,873
Change in Net Assets
$-482,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$687,608
Other Expenses$11,498
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$687,608--$687,608
Fees for Service Investment Mgmnt Fees$11,498--$11,498
Total Functional Expenses$699,106$0$0$699,106
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maumee Valley Country Day SchoolToledo, OH501(c)(3)To Support the Operations of Maumee Valley Country Day School$687,608

International Summary

Offices
0
Employees
0
Spending
$329,688

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments-00$329,688
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Related Party$116,988
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is reviewed by the director of finance and head of the school from the related entity maumee valley country day school. The return is then presented to the finance committee. The entire board is then informed that the 990 is available for their review if requested.”

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

“The policy is reviewed annually at the meeting of all trustees and officers.”

Form 990, Part VI, Section C, Line 19

“The endowment growth fund of maumee valley country day schools makes available the governing documents, conflict of interest policy, and the financial statements to the public upon request. All donors, as well as students, alumnae, and family of alumnae, receive an annual fund report yearly.”

Filing and Contact Details

Filer

Filer Name
Endowment Growth Fund of
EIN
34-1779469
Phone
4193811313
Address
1715 S REYNOLDS RD, TOLEDO, OH 43614

Signing Officer

Name
Lynn Casto
Title
Head of School
Phone
4193811313
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Casto
Formed
1994
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Gilmore Jasion Mahler Ltd
Address
1785 INDIAN WOOD CIRCLE, MAUMEE, OH 43537
Preparer
Caitlin Bainter
Phone
4197942000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process used has not changed.”

Financial Statement Notes

PART V, LINE 4:

“The earnings on endowment funds are used for various operations of the maumee valley country day school, including distributions for financial aid, faculty development, fine arts maintenance, and general operations. The end use of the funds distributed is determined based on the donor's restrictions.”

PART X, LINE 2:

“The school is recognized as a nonprofit organization that is exempt from federal income taxes under section 501(c)(3) of the internal revenue code, and is exempt from similar state and local taxes. The school analyzes its income tax filing positions in the federal and state jurisdictions where the school is required to file income tax returns, as well as open tax years in these jurisdictions. The school also treats interest and penalties attributable to income taxes, and reflects any charges for such, to the extent they arise, as a component of its administration and support expenses. The school has evaluated uncertain income tax positions for all open tax years and believes there are no uncertain tax positions of significance that are required to be recorded or disclosed in these financial statements.”

Raw XML AppendixShowing 400 of 609 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0366864
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O.THE SOLE PURPOSE OF THE ENDOWMENT GROWTH FUND IS TO SUPPORT THE MAUMEE VALLEY COUNTRY DAY SCHOOL.
IRS990/AllOtherContributionsAmt0143873
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIM SPURGEON
IRS990/BooksInCareOfDetail/PhoneNum04193811313
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01715 SOUTH REYNOLDS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOLEDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043614
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0143873
IRS990/CYGrantsAndSimilarPaidAmt0687608
IRS990/CYInvestmentIncomeAmt072308
IRS990/CYOtherExpensesAmt011498
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-482925
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0699106
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0216181
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ENDOWMENT GROWTH FUND OF MAUMEE VALLEY COUNTRY DAY SCHOOL EXISTS TO MANAGE THE ENDOWMENT FUND ASSETS THAT HELP PROVIDE FUNDING FOR THE SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0699106
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt011498
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011498
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1812883
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1926440
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2011998
IRS990/Form990PartVIISectionAGrp/PersonNm0FRED DEICHERT
IRS990/Form990PartVIISectionAGrp/PersonNm1DENNIS HOLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2HYAAT CHAUDHARY
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL BRILEY
IRS990/Form990PartVIISectionAGrp/PersonNm4FRITZ BYERS
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM FOSTER
IRS990/Form990PartVIISectionAGrp/PersonNm7JOEL GORSKI
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVE HICKEY
IRS990/Form990PartVIISectionAGrp/PersonNm9DEAN KASPERZAK
IRS990/Form990PartVIISectionAGrp/PersonNm10BETSY KELSEY
IRS990/Form990PartVIISectionAGrp/PersonNm11MILTON KNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm12BRADFORD KOLES JR
IRS990/Form990PartVIISectionAGrp/PersonNm13RICHARD NEWCOMB
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES SECOR III
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFFREY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm16JAMES WILLEY
IRS990/Form990PartVIISectionAGrp/PersonNm17PATTY WISE
IRS990/Form990PartVIISectionAGrp/PersonNm18LYNN CASTO
IRS990/Form990PartVIISectionAGrp/PersonNm19KIMBERLY SPURGEON
IRS990/Form990PartVIISectionAGrp/PersonNm20GARY BOEHM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18108396
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1998289
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20232758
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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/TitleTxt18HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt20FORMER HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-4988
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0687608
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0687608
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0687608
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0339979
IRS990/GrossReceiptsAmt0561148
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt077296
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt077296
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02168254
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02072500
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0598703
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0506298
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0344967
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SOLE PURPOSE OF THE ENDOWMENT GROWTH FUND IS TO SUPPORT THE MAUMEE VALLEY COUNTRY DAY SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03164623
IRS990/NetAssetsOrFundBalancesEOYAmt02737175
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4988
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4988
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt055477
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0116988
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03164623
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02737175
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LYNN CASTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0385271
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0196798
IRS990/PYInvestmentIncomeAmt093525
IRS990/PYOtherExpensesAmt012809
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0269189
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0209607
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0478796
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-482925
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030802
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0275365
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FILING ORGANIZATION'S GOVERNING DOCUMENT SPECIFICALLY RESTRICTS THE OPERATIONS OF THE ENTITY TO THOSE IN FURTHERANCE OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0344431301
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0687608
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MAUMEE VALLEY COUNTRY DAY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0687608
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/BoardDesignatedBalanceEOYPct00.26510
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt035897
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08458515
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0143973
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08002341
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0943973
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0379723
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt038489
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08358016
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0357
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08458515
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0525000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0663631
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt034021
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02616128
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05306383
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08358016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0480000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0975625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt026099
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt011021
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02802955
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt041217
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02616128
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4919
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0208104
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt014688
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02955043
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02802955
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0150000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012600
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0116988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO RELATED PARTY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0281000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1288411
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2370620
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3286606
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4340932
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5329688
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6175243
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD TAX-MANAGED INTL FD FTSE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD SMALL-CAP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VANGUARD INDEX FDS ET S&P 500 EFT SHS NEW VOO
IRS990ScheduleD/OtherSecuritiesGrp/Desc3VANGUARD HIGH DIVIDEND YIELD INDEX FUNDS ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc4OPENHEIMER DEVELOPING MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5CANYON BALANCED HEDGE FOCUS FUND LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc6VANGUARD FUNDS REIT INDEX FUNDS ADMIRAL CLASS SHARES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,854,163
Liabilities
$116,988
Net assets
$2,737,175
Revenue
$216,181
Expenses
$699,106
Net income
-$482,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.90$1.97$0.43$0.01$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.94$1.62$0.06$0.01$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.39$1.02$1.36$0.00$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.94$1.97$0.06$0.16$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.82$1.53$0.14$1.20$1.06
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.12$2.74$0.22$0.70$0.48
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.48$0.21$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.03$2.77$0.22$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.04$2.59$0.07$0.18$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.10$2.73$0.25$0.39$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.32$0.51$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.00$3.25$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.00$3.69$0.37