Civic Intelligence

The Community Foundation of Shelby County

990 • Fiscal year 2013 • EIN 34-6565194

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 13, 2014

Organization ProfileWWW.COMMFOUN.COM
100 S Main Avenue Suite 20245365

(937) 497-7800

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.27x

Higher debt load relative to assets than 52% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

2.35x

Higher debt load relative to revenue than 87% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

95th percentile

49%

Faster asset growth than 95% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$24,704,857

Up $8,083,290 (+49%) from 2012

Net Assets

Up

$18,105,550

Up $3,336,392 (+23%) from 2012

Liabilities

Up

$6,599,307

Up $4,746,898 (+256%) from 2012

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin93rd percentile

Revenue

$2,810,831

No earlier filing loaded for comparison.

Expenses

Up

$1,108,003

Up $94,926 (+9.4%) from 2012

Net Income

$1,702,828

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$80M$60M$40M$20M$0Assets 2010: $13,484,848Liabilities 2010: $123,124Net Assets 2010: $13,361,7242010Assets 2011: $14,147,648Liabilities 2011: $1,373,025Net Assets 2011: $12,774,6232011Assets 2012: $16,621,567Liabilities 2012: $1,852,409Net Assets 2012: $14,769,1582012Assets 2013: $24,704,857Liabilities 2013: $6,599,307Net Assets 2013: $18,105,5502013Assets 2014: $26,738,958Liabilities 2014: $7,903,178Net Assets 2014: $18,835,7802014Assets 2015: $27,456,298Liabilities 2015: $9,528,543Net Assets 2015: $17,927,7552015Assets 2016: $29,063,424Liabilities 2016: $9,561,167Net Assets 2016: $19,502,2572016Assets 2017: $34,393,163Liabilities 2017: $10,951,472Net Assets 2017: $23,441,6912017Assets 2018: $32,373,860Liabilities 2018: $10,136,323Net Assets 2018: $22,237,5372018Assets 2019: $35,602,155Liabilities 2019: $9,217,316Net Assets 2019: $26,384,8392019Assets 2020: $39,394,142Liabilities 2020: $10,074,994Net Assets 2020: $29,319,1482020Assets 2021: $51,474,036Liabilities 2021: $11,558,179Net Assets 2021: $39,915,8572021Assets 2022: $49,439,907Liabilities 2022: $15,271,350Net Assets 2022: $34,168,5572022Assets 2023: $60,020,224Liabilities 2023: $16,268,286Net Assets 2023: $43,751,9382023Assets 2024: $66,078,861Liabilities 2024: $15,779,042Net Assets 2024: $50,299,8192024

Highlighted filing

2013

Assets$24,704,857
Liabilities$6,599,307
Net Assets$18,105,550
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $964,0522010Expenses 2011: $889,4202011Expenses 2012: $1,013,0772012Revenue 2013: $2,810,831Expenses 2013: $1,108,003Net Income 2013: $1,702,8282013Revenue 2014: $2,591,335Expenses 2014: $1,854,448Net Income 2014: $736,8872014Revenue 2015: $4,337,077Expenses 2015: $2,089,502Net Income 2015: $2,247,5752015Revenue 2016: $4,452,008Expenses 2016: $3,346,364Net Income 2016: $1,105,6442016Revenue 2017: $6,039,052Expenses 2017: $3,097,751Net Income 2017: $2,941,3012017Revenue 2018: $4,590,191Expenses 2018: $3,477,216Net Income 2018: $1,112,9752018Revenue 2019: $5,208,639Expenses 2019: $5,692,320Net Income 2019: -$483,6812019Revenue 2020: $3,559,398Expenses 2020: $2,565,265Net Income 2020: $994,1332020Revenue 2021: $18,442,641Expenses 2021: $5,294,811Net Income 2021: $13,147,8302021Revenue 2022: $9,345,368Expenses 2022: $4,621,961Net Income 2022: $4,723,4072022Revenue 2023: $11,787,664Expenses 2023: $4,713,908Net Income 2023: $7,073,7562023Revenue 2024: $10,397,057Expenses 2024: $8,698,167Net Income 2024: $1,698,8902024

Highlighted filing

2013

Revenue$2,810,831
Expenses$1,108,003
Net Income$1,702,828
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 13, 2014
Return Version
2013v3.1
Gross Receipts
$7,039,342
Mission and Program Overview

Mission

The foundation's mission statement is to cultivate, administer, and distribute legacy gifts for the benefit of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,883,666$21,058,206▲ $9,174,540
Savings and Temporary Cash Investments$3,945,631$2,772,154▼ $1,173,477
Pledges and Grants Receivable$688,912$779,901▲ $90,989
Land, Buildings, and Equipment, Net$81,191$77,563▼ $3,628
Cash and Non-Interest-Bearing Accounts$22,040$16,969▼ $5,071
Prepaid Expenses and Deferred Charges$127$64▼ $63
Total Assets$16,621,567$24,704,857▲ $8,083,290
Liabilities
Other Liabilities$1,691,039$6,399,282▲ $4,708,243
Grants Payable$161,370$200,025▲ $38,655
Total Liabilities$1,852,409$6,599,307▲ $4,746,898
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,579,976$17,086,016▲ $8,506,040
Permanently Rstr Net Assets$5,654,698--
Unrestricted Net Assets$534,484$1,019,534▲ $485,050
Total Net Assets Fund Balance$14,769,158$18,105,550▲ $3,336,392
Total Liabilities and Net Assets / Fund Balance$16,621,567$24,704,857▲ $8,083,290

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$74,031$30,637$104,668
Equipment$3,532$30,661$34,193

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$12,734,376$2,904,648▲ $2,060,189-$17,086,016
2012$10,855,872$1,189,322▲ $1,158,195-$12,734,376
2011$11,220,592$436,930▼ $311,223-$10,855,872
2010$9,586,396$961,956▲ $1,149,821-$11,220,592
2009$8,528,128$1,233,525▲ $1,129,484-$9,586,396
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Priscilla WiltChairman
Ralph Keister IiiVice-chair
Carol BennettTrustee
Gerald DoergerTrustee
Keith DanielTrustee
Martha MilliganTrustee
The Honorable Norman SmithTrustee
Kenneth J MonnierSecretary
Andrew D CountsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,086,022
Program Service Revenue
$0
Investment Income
$466,931
Other Revenue
$257,878
All Other Contributions
$2,086,022
Change in Net Assets
$1,702,828

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded23$341,005Proceeds From Sales
Total Noncash Contributions23$341,005-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,810,831
Total Revenue per Audited Statements
$2,810,831
Total Revenue per Form 990
$2,810,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$888,428
Salaries, Compensation, and Employee Benefits$146,513
Other Expenses$73,062
Total Fundraising Expense$38,325
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$781,229--$781,229
Other Salaries and Wages$70,540$36,342$28,824$135,706
Grants to Domestic Individuals$107,199--$107,199
Fees for Service Investment Mgmnt Fees-$21,395-$21,395
Other Expenses$9,520$4,905$3,890$18,315
Fees for Services Accounting-$15,825-$15,825
Occupancy$5,561$2,865$2,272$10,698
Payroll Taxes$5,429$2,797$2,218$10,444
Depreciation Depletion$1,706$878$1,044$3,628
Interest-$1,896-$1,896
Fees for Services Legal-$1,305-$1,305
Other Employee Benefits$189$97$77$363
Total Functional Expenses$981,373$88,305$38,325$1,108,003

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,108,003
Total Expenses per Audited Statements$1,108,003
Total Expenses per Form 990$1,108,003
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
26-4471913--General Support$140,272
31-1596196-501(c)Educational Services$47,818
52-1771615--Medical Equipment$42,550
34-4459601-3Religious Ed & Socia$40,125
31-1494613-3Comunity Development$27,482
34-4455961-3Educational Support$27,000
14-1953650-GovAthletic Support$25,000
34-6400144-3Equipment and Ed Dev$23,874
34-6407906-3Community Developmen$20,918
34-6401348-3Enviornmental$20,040
31-0918694--Release If Funds$18,128
20-8479583-3Medical Support$17,150
34-4429861-3Religious Developmen$16,240
31-1381901-3Program Support$14,750
34-6401346-3General Support$13,537
34-0894539--Renovations$12,500
34-4473288-3Comunity Support$12,075
32-0050295--Houston Athletic Fac$11,978
31-1031308--Houston Athletic Com$11,656
34-1587606-3Support of the Arts$11,500
34-6407906-3Emergency Services$10,784
34-4428246-3Religious Developmen$10,650
34-1317780-GovHistory Programs$10,000
34-1104302-3Sport & Leasure Equi$8,594
31-1340918--Wellness Clinics for$8,550
31-1087011-3Religious Developmen$8,400
34-1845676-3General Operations$8,307
34-1055864-3Equipment and Educat$8,010
31-1503411-3Building and Beautif$7,966
31-1595413--Houston Athletic Fac$7,920
34-1631890-3General Support$6,723
31-1234665-3Religious Developmen$6,000
31-1014364-3Cultural Development$5,035
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
Assets Held in Trust$6,399,282
Assets Held in Trust-
Assets Held in Trust Contributions-
Assets Held in Truct Interest & Divi-
Assets Held in Trust Unrealized & Re-
Assets Held in Trust Expenses-
Assets Held in Trust Grants-
Assets Held in Trust Non Cash Contri-
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, Page 6, Part VI, Line 11B

“Return is given to the executive director for review. The board reviews and approves the 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The employees and board members fill out a conflict of interest form and submit to the organization and the forms are reviewed and conflicts are noted. Before votes on discretionary grants the members are reminded that if there is a conflict of interest they are to abstain from voting. The abstentions are noted in the minutes.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

EIN
34-6565194
Phone
9374977800

Signing Officer

Name
Marian Spicer
Title
Executive Director
Phone
9374977800
Signed
2014-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marian Spicer
Formed
1952
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
9

Preparer

Preparer
Donald C Goettemoeller
Phone
9374923161
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0341005
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt02272
IRS990/OccupancyGrp/ManagementAndGeneralAmt02865
IRS990/OccupancyGrp/ProgramServicesAmt05561
IRS990/OccupancyGrp/TotalAmt010698
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt077
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt097
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0189
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0363
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE
IRS990/OtherExpensesGrp/FundraisingAmt03890
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04905
IRS990/OtherExpensesGrp/ProgramServicesAmt09520
IRS990/OtherExpensesGrp/TotalAmt018315
IRS990/OtherLiabilitiesGrp/BOYAmt01691039
IRS990/OtherLiabilitiesGrp/EOYAmt06399282
IRS990/OtherRevenueMiscGrp/Desc0FUND FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1INVESTMENT FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc2SUPPORTING ORG FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0120749
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1117091
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt220038
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0120749
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1117091
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt220038
IRS990/OtherRevenueTotalAmt0257878
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt028824
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036342
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt070540
IRS990/OtherSalariesAndWagesGrp/TotalAmt0135706
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02218
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02797
IRS990/PayrollTaxesGrp/ProgramServicesAmt05429
IRS990/PayrollTaxesGrp/TotalAmt010444
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05654698
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0688912
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0779901
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0127
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt064
IRS990/PrincipalOfficerNm0MARIAN SPICER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0277008
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0246026
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0142650
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0111669
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01602410
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0803939
IRS990/PYInvestmentIncomeAmt0780907
IRS990/PYOtherExpensesAmt089617
IRS990/PYRevenuesLessExpensesAmt01370240
IRS990/PYSalariesCompEmpBnftPaidAmt0119521
IRS990/PYTotalExpensesAmt01013077
IRS990/PYTotalRevenueAmt02383317
IRS990/ReconcilationRevenueExpnssAmt01702828
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03945631
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02772154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02086022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02158969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0701361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0821941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01149460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06917753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0406145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0375892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0268654
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0381392
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0198648
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01630731
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0257878
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80920
IRS990ScheduleA/PublicSupportPY170Pct00.79020
IRS990ScheduleA/PublicSupportTotal170Amt06917753
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02086022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02158969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0701361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0821941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01149460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06917753
IRS990ScheduleA/TotalSupportAmt08548484
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt074031
IRS990ScheduleD/BuildingsGrp/DepreciationAmt030637
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0104668
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012734376
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02904648
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt017086016
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-613197
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02060189
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010855872
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01189322
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012734376
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-469013
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01158195
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011220592
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0436930
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010855872
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-490427
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-311223
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09586396
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0961956
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011220592
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-477581
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01149821
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08528128
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01233525
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09586396
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1304741
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01129484
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt01030026
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0536383
IRS990ScheduleD/DonorAdvisedFundsHeldCnt043
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt09452062
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03532
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030661
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt034193
IRS990ScheduleD/ExpensesSubtotalAmt01108003
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0523333
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0347045
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt089
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt07633954
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06399282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ASSETS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ASSETS HELD IN TRUST CONTRIBUTIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ASSETS HELD IN TRUCT INTEREST & DIVI
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ASSETS HELD IN TRUST UNREALIZED & RE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5ASSETS HELD IN TRUST EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6ASSETS HELD IN TRUST GRANTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7ASSETS HELD IN TRUST NON CASH CONTRI
IRS990ScheduleD/RevenueSubtotalAmt02810831
IRS990ScheduleD/TotalBookValueLandBuildingsAmt077563
IRS990ScheduleD/TotalExpensesPerForm990Amt01108003
IRS990ScheduleD/TotalLiabilityAmt06399282
IRS990ScheduleD/TotalRevenuePerForm990Amt02810831
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02810831
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01108003
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0107199
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0139
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt120918
IRS990ScheduleI/RecipientTable/CashGrantAmt210784
IRS990ScheduleI/RecipientTable/CashGrantAmt323874
IRS990ScheduleI/RecipientTable/CashGrantAmt48594
IRS990ScheduleI/RecipientTable/CashGrantAmt517150
IRS990ScheduleI/RecipientTable/CashGrantAmt614750
IRS990ScheduleI/RecipientTable/CashGrantAmt716240
IRS990ScheduleI/RecipientTable/CashGrantAmt827482
IRS990ScheduleI/RecipientTable/CashGrantAmt911500
IRS990ScheduleI/RecipientTable/CashGrantAmt1040125
IRS990ScheduleI/RecipientTable/CashGrantAmt1127000
IRS990ScheduleI/RecipientTable/CashGrantAmt127966
IRS990ScheduleI/RecipientTable/CashGrantAmt138010
IRS990ScheduleI/RecipientTable/CashGrantAmt148307
IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt1612075
IRS990ScheduleI/RecipientTable/CashGrantAmt1713537
IRS990ScheduleI/RecipientTable/CashGrantAmt185035
IRS990ScheduleI/RecipientTable/CashGrantAmt1920040
IRS990ScheduleI/RecipientTable/CashGrantAmt206723
IRS990ScheduleI/RecipientTable/CashGrantAmt216000
IRS990ScheduleI/RecipientTable/CashGrantAmt2210650
IRS990ScheduleI/RecipientTable/CashGrantAmt238400
IRS990ScheduleI/RecipientTable/CashGrantAmt2447818
IRS990ScheduleI/RecipientTable/CashGrantAmt2542550
IRS990ScheduleI/RecipientTable/CashGrantAmt26140272
IRS990ScheduleI/RecipientTable/CashGrantAmt278550
IRS990ScheduleI/RecipientTable/CashGrantAmt2811656
IRS990ScheduleI/RecipientTable/CashGrantAmt2912500

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,704,857
Liabilities
$6,599,307
Net assets
$18,105,550
Revenue
$2,810,831
Expenses
$1,108,003
Net income
$1,702,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.1$15.8$50.3$10.4$8.70$1.70
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.0$16.3$43.8$11.8$4.71$7.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.4$15.3$34.2$9.35$4.62$4.72
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.5$11.6$39.9$18.4$5.29$13.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$10.1$29.3$3.56$2.57$0.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$9.22$26.4$5.21$5.69$0.48
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$10.1$22.2$4.59$3.48$1.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.4$11.0$23.4$6.04$3.10$2.94
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$9.56$19.5$4.45$3.35$1.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$9.53$17.9$4.34$2.09$2.25
2014Detailed filing. Detailed filing data is available for this year.$26.7$7.90$18.8$2.59$1.85$0.74
2013Detailed filing. Detailed filing data is available for this year.$24.7$6.60$18.1$2.81$1.11$1.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$1.85$14.8$1.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$1.37$12.8$0.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.12$13.4$0.96