Civic Intelligence

The Community Foundation of Shelby County

990 • Fiscal year 2014 • EIN 34-6565194

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 31, 2015

Organization ProfileWWW.COMMFOUN.COM
100 S Main Avenue Suite 202Sidney, OH 45365

(937) 497-7800

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.30x

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

3.05x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

64th percentile

8.2%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-7.8%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$26,738,958

Up $2,034,101 (+8.2%) from 2013

Net Assets

Up

$18,835,780

Up $730,230 (+4.0%) from 2013

Liabilities

Up

$7,903,178

Up $1,303,871 (+20%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin83rd percentile

Revenue

Down

$2,591,335

Down $219,496 (-7.8%) from 2013

Expenses

Up

$1,854,448

Up $746,445 (+67%) from 2013

Net Income

Down

$736,887

Down $965,941 (-57%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2014

Assets$26,738,958
Liabilities$7,903,178
Net Assets$18,835,780
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

2014

Revenue$2,591,335
Expenses$1,854,448
Net Income$736,887
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 31, 2015
Return Version
2014v5.0
Gross Receipts
$8,631,063
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$21,058,206$22,502,036▲ $1,443,830
Savings and Temporary Cash Investments$2,772,154$3,343,220▲ $571,066
Pledges and Grants Receivable$779,901$813,761▲ $33,860
Land, Buildings, and Equipment, Net$77,563$74,373▼ $3,190
Cash and Non-Interest-Bearing Accounts$16,969$5,504▼ $11,465
Prepaid Expenses and Deferred Charges$64$64→ $0
Total Assets$24,704,857$26,738,958▲ $2,034,101
Liabilities
Other Liabilities$6,399,282$7,734,715▲ $1,335,433
Grants Payable$200,025$168,463▼ $31,562
Total Liabilities$6,599,307$7,903,178▲ $1,303,871
Net Assets / Fund Balance
Temporarily Rstr Net Assets$17,086,016$17,790,231▲ $704,215
Unrestricted Net Assets$1,019,534$1,045,549▲ $26,015
Total Net Assets Fund Balance$18,105,550$18,835,780▲ $730,230
Total Liabilities and Net Assets / Fund Balance$24,704,857$26,738,958▲ $2,034,101

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$71,414$33,254$104,668
Equipment$2,959$30,784$33,743

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$17,086,016$742,080▲ $933,547-$17,790,231
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
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,779,986
Program Service Revenue
$0
Investment Income
$477,138
Other Revenue
$334,211
All Other Contributions
$1,779,986
Change in Net Assets
$736,887

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 Traded32$1,003,958Fair Market Value (FMV) Date of Contribution
Total Noncash Contributions32$1,003,958-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,308,949
Other Expenses$386,980
Salaries, Compensation, and Employee Benefits$158,519
Total Fundraising Expense$44,704
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,057,083--$1,057,083
Grants to Domestic Individuals$251,866--$251,866
Other Salaries and Wages$74,850$38,563$30,585$143,998
Other Expenses$18,518$9,541$7,567$35,626
Fees for Service Investment Mgmnt Fees-$29,916-$29,916
Fees for Services Accounting-$16,800-$16,800
Occupancy$6,884$3,546$2,813$13,243
Payroll Taxes$5,726$2,950$2,340$11,016
Information Technology$3,872--$3,872
Depreciation Depletion$2,027$1,059$655$3,741
Insurance-$3,672-$3,672
Other Employee Benefits$1,822$939$744$3,505
Office Expenses$2,617--$2,617
Conferences and Meetings-$2,161-$2,161
Fees for Services Legal-$1,419-$1,419
Interest-$1-$1
Total Functional Expenses$1,699,177$110,567$44,704$1,854,448
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Remy ChurchRussia, OH3Religious Developmen$213,300
Botkins Local SchoolsBotkins, OH3Equipment and Ed Dev$71,308
Botkins Athletic BoostersBotkins, OH3Athletic Support$56,043
Sidney City SchoolSidney, OH3Educational Support$40,058
Holy Angels SchoolSidney, OH3Educational Support$37,500
Wilson Memorial Hospital FoundationSidney, OH-Medical Equipment$34,980
Holy Angels Catholic ChurchSidney, OH3Religious Ed & Socia$33,125
Lehman High School FoundationSidney, OH3Religious Education$32,500
Shelby County Historical SocietySidney, OHGovHistory Programs$32,150
Wilma Valentine ClcSidney, OH-Educational Services$30,025
Sacred Heart of Jesus ChurchAnna, OH3Religious Developmen$25,000
Compassionate Care-shelby CoSidney, OH3Medical Support$22,700
Anna Rescue SquadAnna, OH3Medical Equipment$19,765
Sidney CitySidney, OH3Enviornmental$19,033
First Presbyterian ChurchSidney, OH3Religious Developmen$18,000
Botkins Fire DepartmentBotkins, OH3Emergency Services$17,511
Lehman High SchoolSidney, OH3Equipment and Educat$16,485
Sidney-shelby Workforce PartnershipSidney, OH3Educational Training$15,000
Trinity Lutheran ChurchBradenton, FL3Religious Develpomen$15,000
Shelby County LibrariesSidney, OH3Equipment$12,000
Botkins Pool Committee IncBotkins, OH3Sport & Leasure Equi$11,900
ELIZABETH'S NEW LIFE CENTERDayton, OH3Program Support$11,380
Shelby County United WaySidney, OH3Comunity Support$11,300
Athenaeum of OhioCincinnati, OH3Religious Developmen$11,000
Gateway Arts CouncilSidney, OH3Support of the Arts$10,150
Botkins Beautification ClubBotkins, OHGovCommunity Developmen$9,720
Agape DistributionsSidney, OH3Food Program$9,050
Sidney Dance CompanySidney, OH3Cultural Development$8,770
Trinity Church of the BrethrenSidney, OH3Religious Developmen$8,400
Sidney-shelby YmcaSidney, OH3General Support$6,000
Big Brothers Big SistersSidney, OH3Program Support$5,850
Edison FoundationPiqua, OH3Equipment Purchase$5,500
Childrens MedicalDayton, OH3General Support$5,300
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$7,734,715
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, 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

Filer Name
Community Foundation of
EIN
34-6565194
Phone
9374977800
Address
100 S MAIN AVENUE SUITE 202, SIDNEY, OH 45365

Signing Officer

Name
Marian Spicer
Title
Executive Director
Phone
9374977800
Signed
2015-07-31
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

Firm
Mccrate Delaet & Co
Address
PO BOX 339, SIDNEY, OH 45365-0339
Preparer
Donald C Goettemoeller
Phone
9374923161
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Grants for community organizations from related organization”

Form 990, Part XI, Line 9

“Gain from stocks not in audit 33,472 contributions to restricted funds 106,595”

Raw XML AppendixShowing 400 of 820 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.

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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION'S MISSION STATEMENT IS TO CULTIVATE, ADMINISTER, AND DISTRIBUTE LEGACY GIFTS FOR THE BENEFIT OF THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt018105550
IRS990/NetAssetsOrFundBalancesEOYAmt018835780
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt077636
IRS990/NetUnrlzdGainsLossesInvstAmt0214642
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01003958
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt02813
IRS990/OccupancyGrp/ManagementAndGeneralAmt03546
IRS990/OccupancyGrp/ProgramServicesAmt06884
IRS990/OccupancyGrp/TotalAmt013243
IRS990/OfficeExpensesGrp/ProgramServicesAmt02617
IRS990/OfficeExpensesGrp/TotalAmt02617
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-140067
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0744
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0939
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01822
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03505
IRS990/OtherExpensesGrp/Desc0INVESTMENT MANAGEMENT FEE
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE
IRS990/OtherExpensesGrp/FundraisingAmt07567
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09541
IRS990/OtherExpensesGrp/ProgramServicesAmt0273912
IRS990/OtherExpensesGrp/ProgramServicesAmt118518
IRS990/OtherExpensesGrp/TotalAmt0273912
IRS990/OtherExpensesGrp/TotalAmt135626
IRS990/OtherLiabilitiesGrp/BOYAmt06399282
IRS990/OtherLiabilitiesGrp/EOYAmt07734715
IRS990/OtherRevenueMiscGrp/Desc0INVESTMENT FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1FUND FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc2SUPPORTING ORG FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0156723
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1154037
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt223451
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0156723
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1154037
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt223451
IRS990/OtherRevenueTotalAmt0334211
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt030585
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038563
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt074850
IRS990/OtherSalariesAndWagesGrp/TotalAmt0143998
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02340
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02950
IRS990/PayrollTaxesGrp/ProgramServicesAmt05726
IRS990/PayrollTaxesGrp/TotalAmt011016
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0779901
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0813761
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt064
IRS990/PrincipalOfficerNm0MARIAN SPICER
IRS990/PriorPeriodAdjustmentsAmt0-81232
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0651291
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0521215
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0483161
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0353085
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS FOR COMMUNITY ORGANIZATIONS FROM RELATED ORGANIZATION
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02086022
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0888428
IRS990/PYInvestmentIncomeAmt0466931
IRS990/PYOtherExpensesAmt073062
IRS990/PYOtherRevenueAmt0257878
IRS990/PYRevenuesLessExpensesAmt01702828
IRS990/PYSalariesCompEmpBnftPaidAmt0146513
IRS990/PYTotalExpensesAmt01108003
IRS990/PYTotalRevenueAmt02810831
IRS990/ReconcilationRevenueExpnssAmt0736887
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02772154
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03343220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01779986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02086022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02158969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0701361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0821941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07548279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0399502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0406145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0375892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0268654
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0381392
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01831585
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0334211
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80470
IRS990ScheduleA/PublicSupportPY170Pct00.80920
IRS990ScheduleA/PublicSupportTotal170Amt07548279
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01779986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02086022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02158969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0701361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0821941
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07548279
IRS990ScheduleA/TotalSupportAmt09379864
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/BookValueAmt071414
IRS990ScheduleD/BuildingsGrp/DepreciationAmt033254
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0104668
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt017086016
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0742080
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt017790231
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-971412
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0933547
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012734376
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02904648
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt017086016
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-613197
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02060189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010855872
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01189322
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012734376
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-469013
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01158195
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt011220592
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0436930
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010855872
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-490427
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-311223
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09586396
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0961956
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt011220592
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-477581
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01149821
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt01459322
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0318846
IRS990ScheduleD/DonorAdvisedFundsHeldCnt043
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt07373439
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02959
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030784
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033743
IRS990ScheduleD/FundsAndOtherAccountsContriAmt086571
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0882880
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt089
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt09975246
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07734715
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt074373
IRS990ScheduleD/TotalLiabilityAmt07734715
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0251866
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0149
IRS990ScheduleI/RecipientTable/CashGrantAmt09050
IRS990ScheduleI/RecipientTable/CashGrantAmt119765
IRS990ScheduleI/RecipientTable/CashGrantAmt211000
IRS990ScheduleI/RecipientTable/CashGrantAmt35850
IRS990ScheduleI/RecipientTable/CashGrantAmt456043
IRS990ScheduleI/RecipientTable/CashGrantAmt59720
IRS990ScheduleI/RecipientTable/CashGrantAmt617511
IRS990ScheduleI/RecipientTable/CashGrantAmt771308
IRS990ScheduleI/RecipientTable/CashGrantAmt811900
IRS990ScheduleI/RecipientTable/CashGrantAmt95300
IRS990ScheduleI/RecipientTable/CashGrantAmt1022700
IRS990ScheduleI/RecipientTable/CashGrantAmt115500
IRS990ScheduleI/RecipientTable/CashGrantAmt1211380
IRS990ScheduleI/RecipientTable/CashGrantAmt1318000
IRS990ScheduleI/RecipientTable/CashGrantAmt1410150
IRS990ScheduleI/RecipientTable/CashGrantAmt1533125
IRS990ScheduleI/RecipientTable/CashGrantAmt1637500
IRS990ScheduleI/RecipientTable/CashGrantAmt1716485
IRS990ScheduleI/RecipientTable/CashGrantAmt1832500
IRS990ScheduleI/RecipientTable/CashGrantAmt1925000
IRS990ScheduleI/RecipientTable/CashGrantAmt2012000
IRS990ScheduleI/RecipientTable/CashGrantAmt2132150
IRS990ScheduleI/RecipientTable/CashGrantAmt2211300
IRS990ScheduleI/RecipientTable/CashGrantAmt2319033
IRS990ScheduleI/RecipientTable/CashGrantAmt2440058
IRS990ScheduleI/RecipientTable/CashGrantAmt258770
IRS990ScheduleI/RecipientTable/CashGrantAmt2615000
IRS990ScheduleI/RecipientTable/CashGrantAmt276000

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,738,958
Liabilities
$7,903,178
Net assets
$18,835,780
Revenue
$2,591,335
Expenses
$1,854,448
Net income
$736,887
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