Civic Intelligence

The Community Foundation of Shelby County

990 • Fiscal year 2015 • EIN 34-6565194

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 14, 2016

Organization ProfileWWW.COMMFOUN.COM
100 S Main Ave 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

57th percentile

0.35x

Higher debt load relative to assets than 57% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

2.20x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

55th percentile

2.7%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

67%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$27,456,298

Up $717,340 (+2.7%) from 2014

Net Assets

Down

$17,927,755

Down $908,025 (-4.8%) from 2014

Liabilities

Up

$9,528,543

Up $1,625,365 (+21%) from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin92nd percentile

Revenue

Up

$4,337,077

Up $1,745,742 (+67%) from 2014

Expenses

Up

$2,089,502

Up $235,054 (+13%) from 2014

Net Income

Up

$2,247,575

Up $1,510,688 (+205%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2015

Assets$27,456,298
Liabilities$9,528,543
Net Assets$17,927,755
Open 2015 Filing

Operations Trend

Revenue Growth92nd 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

2015

Revenue$4,337,077
Expenses$2,089,502
Net Income$2,247,575
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 14, 2016
Return Version
2015v2.1
Gross Receipts
$5,484,554
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$22,502,036$21,667,562▼ $834,474
Savings and Temporary Cash Investments$3,343,220$4,725,485▲ $1,382,265
Pledges and Grants Receivable$813,761$994,518▲ $180,757
Land, Buildings, and Equipment, Net$74,373$72,585▼ $1,788
Prepaid Expenses and Deferred Charges$64--
Cash and Non-Interest-Bearing Accounts$5,504$-3,852▼ $9,356
Total Assets$26,738,958$27,456,298▲ $717,340
Liabilities
Other Liabilities$7,734,715$9,318,257▲ $1,583,542
Grants Payable$168,463$210,286▲ $41,823
Total Liabilities$7,903,178$9,528,543▲ $1,625,365
Net Assets / Fund Balance
Temporarily Rstr Net Assets$17,790,231$17,028,879▼ $761,352
Unrestricted Net Assets$1,045,549$898,876▼ $146,673
Total Net Assets Fund Balance$18,835,780$17,927,755▼ $908,025
Total Liabilities and Net Assets / Fund Balance$26,738,958$27,456,298▲ $717,340

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$68,797$35,871$104,668
Equipment$3,788$32,115$35,903

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$17,790,231$521,614▼ $667,103-$17,028,879
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
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Ralph Keister IiiChairman
Martha MilliganVice Chair
Aaron KoenigTrustee
Carol BennettTrustee
Dr Karen FortmanTrustee
Gerald DoergerTrustee
Kenneth J MonnierTrustee
Priscilla WiltTrustee
Douglas BorchersSecretary
The Honorable Norman SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,620,175
Program Service Revenue
$0
Investment Income
$377,063
Other Revenue
$339,839
All Other Contributions
$3,610,175
Change in Net Assets
$2,247,575

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$735,415Fair Market Value (FMV) Date of Contribution
Total Noncash Contributions32$735,415-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,525,855
Other Expenses$394,705
Salaries, Compensation, and Employee Benefits$168,942
Total Fundraising Expense$42,380
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,378,666--$1,378,666
Other Salaries and Wages$79,437$40,926$32,459$152,822
Grants to Domestic Individuals$147,189--$147,189
Fees for Service Investment Mgmnt Fees-$32,463-$32,463
Occupancy$13,225$6,813$5,404$25,442
Fees for Services Accounting-$15,000-$15,000
Payroll Taxes$6,077$3,131$2,483$11,691
Other Employee Benefits$2,303$1,186$940$4,429
Information Technology$3,950--$3,950
Depreciation Depletion$2,139$1,118$691$3,948
Office Expenses$3,927--$3,927
Other Expenses$3,581$1,349-$3,581
All Other Expenses$2,075$400$403$2,878
Advertising$2,799--$2,799
Insurance-$2,205-$2,205
Interest-$1,850-$1,850
Travel$1,414--$1,414
Conferences and Meetings-$1,252-$1,252
Fees for Services Legal-$810-$810
Total Functional Expenses$1,938,619$108,503$42,380$2,089,502
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Notre Dame---$250,000
Sidney First United Methodist Found--Educational Services$75,000
Raise the Roof for ArtsSidney, OH3Enviornmental$63,841
First Presbyterian ChurchSidney, OH3Religious Ed & Socia$59,000
Wilson Memorial Hospital Foundation---$48,758
Sidney-shelby Ymca---$35,250
New ChoicesSidney, OH3Equipment$32,048
Botkins Athletic BoostersBotkins, OH3Emergency Services$23,387
Catholic Community FoundationSidney, OH3Program Support$23,100
Botkins Pool Committee IncSidney, OH3Community Developmen$22,545
Holy Angels SchoolSt Paris, OH501(c)Religious Education$22,100
Wilma Valentine Clc---$20,913
Lehman High SchoolRussia, OH3General Support$19,100
Compassionate Care-shelby CoSidney, OH3Religious Developmen$18,800
Operation RebirthSidney, OH3Religious Developmen$18,000
Ohio Presbyterian Retirement ServicSidney, OH3Comunity Support$17,600
Botkins Local SchoolsBotkins, OHGovSport & Leasure Equi$16,835
Holy Angels Catholic ChurchSidney, OH3Equipment and Educat$16,565
Lehman High School FoundationSidney, OH3Capital Improvements$16,500
St Remy Church---$14,900
Sidney City---$14,547
Shelby County LibrariesSidney, OH3Educational Support$13,600
Shelby County United WaySidney, OH-General Support$13,420
Anna Rescue SquadSidney, OH3Program Support$13,273
Gateway Arts CouncilSidney, OH3Educational Support$13,150
Ohio University FoundationSidney, OHGovReligious Developmen$13,000
Senior and Elder ProgramcareSidney, OH3Religious Developmen$13,000
ELIZABETH'S NEW LIFE CENTERSidney, OH3Support of the Arts$12,612
Russia Local SchoolsRussia, OH3General Support$12,000
Shelby County Historical SocietyNotre Dame, IN3Religious Developmen$11,540
Alpha Community CenterAnna, OH3Medical Equipment$11,375
Maria Stein Shrine of the Holy ReliSidney, OH3History Programs$10,000
University of Dayton Athletics---$10,000
Lake Loramie Improvement AssociatioSidney, OH3Release of Funds$9,975
Trinity Church of the Brethren---$8,400
Botkins VillageDayton, OH3Medical Support$8,000
Random Acts of Christian KindnessSidney, OH3Educational Training$8,000
Big Brothers Big SistersBotkins, OH3Athletic Support$7,687
Sidney 1st United Methodist Church--Medical Equipment$7,400
Virginia Episcopal School---$7,000
Sidney-shelby Workforce Partnership---$6,700
Botkins Fire DepartmentBotkins, OH3Equipment and Ed Dev$6,201
ALLEN COUNTY OHIO (TREASURER'S OFFSidney, OH3Program Support$6,107
Village of Degraff Ohio---$5,555
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$9,318,257
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 AVE SUITE 202, SIDNEY, OH 45365

Signing Officer

Name
Marian F Spicer
Title
Executive Director
Phone
9374977800
Signed
2016-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marian F Spicer
Formed
1952
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
5

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

“Gifts held in trust for others -1,940,231 total -1,940,231”

Raw XML AppendixShowing 400 of 846 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/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03950
IRS990/InformationTechnologyGrp/TotalAmt03950
IRS990/InsuranceGrp/ManagementAndGeneralAmt02205
IRS990/InsuranceGrp/TotalAmt02205
IRS990/InterestGrp/ManagementAndGeneralAmt01850
IRS990/InterestGrp/TotalAmt01850
IRS990/InvestmentIncomeGrp/ExclusionAmt0390939
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0390939
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022502036
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021667562
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt067986
IRS990/LandBldgEquipBasisNetGrp/BOYAmt074373
IRS990/LandBldgEquipBasisNetGrp/EOYAmt072585
IRS990/LandBldgEquipCostOrOtherBssAmt0140571
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01147477
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt018
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt018
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/NetAssetsOrFundBalancesBOYAmt018835780
IRS990/NetAssetsOrFundBalancesEOYAmt017927755
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13876
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13876
IRS990/NetUnrlzdGainsLossesInvstAmt0-1215369
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0735415
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05404
IRS990/OccupancyGrp/ManagementAndGeneralAmt06813
IRS990/OccupancyGrp/ProgramServicesAmt013225
IRS990/OccupancyGrp/TotalAmt025442
IRS990/OfficeExpensesGrp/ProgramServicesAmt03927
IRS990/OfficeExpensesGrp/TotalAmt03927
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1940231
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0940
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01186
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02303
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04429
IRS990/OtherExpensesGrp/Desc0INVESTMENT MANAGEMENT FEE
IRS990/OtherExpensesGrp/Desc1MISC. EXPENSES
IRS990/OtherExpensesGrp/Desc2PUBLICATIONS&WEB
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01349
IRS990/OtherExpensesGrp/ProgramServicesAmt0283376
IRS990/OtherExpensesGrp/ProgramServicesAmt13689
IRS990/OtherExpensesGrp/ProgramServicesAmt24772
IRS990/OtherExpensesGrp/ProgramServicesAmt33581
IRS990/OtherExpensesGrp/TotalAmt0283376
IRS990/OtherExpensesGrp/TotalAmt15038
IRS990/OtherExpensesGrp/TotalAmt24772
IRS990/OtherExpensesGrp/TotalAmt33581
IRS990/OtherLiabilitiesGrp/BOYAmt07734715
IRS990/OtherLiabilitiesGrp/EOYAmt09318257
IRS990/OtherRevenueMiscGrp/Desc0INVESTMENT FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1FUND FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc2SUPPORTING ORG FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0160719
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1157423
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt221679
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0160719
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1157423
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt221679
IRS990/OtherRevenueTotalAmt0339839
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt032459
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt040926
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt079437
IRS990/OtherSalariesAndWagesGrp/TotalAmt0152822
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02483
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03131
IRS990/PayrollTaxesGrp/ProgramServicesAmt06077
IRS990/PayrollTaxesGrp/TotalAmt011691
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0813761
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0994518
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064
IRS990/PrincipalOfficerNm0MARIAN F SPICER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0707294
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0569706
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0386458
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0248870
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS FOR COMMUNITY ORGANIZATIONS FROM RELATED ORGANIZATION
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01779986
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01308949
IRS990/PYInvestmentIncomeAmt0477138
IRS990/PYOtherExpensesAmt0386980
IRS990/PYOtherRevenueAmt0334211
IRS990/PYRevenuesLessExpensesAmt0736887
IRS990/PYSalariesCompEmpBnftPaidAmt0158519
IRS990/PYTotalExpensesAmt01854448
IRS990/PYTotalRevenueAmt02591335
IRS990/ReconcilationRevenueExpnssAmt02247575
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03343220
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04725485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03620175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01779986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02086022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02158969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0701361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010346513
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0390939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0399502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0406145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0375892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0268654
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01841132
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0339839
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84890
IRS990ScheduleA/PublicSupportPY170Pct00.80470
IRS990ScheduleA/PublicSupportTotal170Amt010346513
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03620175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01779986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02086022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02158969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0701361
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010346513
IRS990ScheduleA/TotalSupportAmt012187645
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/BookValueAmt068797
IRS990ScheduleD/BuildingsGrp/DepreciationAmt035871
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0104668
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt017790231
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0521614
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt017028879
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-615863
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-667103
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt017086016
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0742080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt017790231
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-971412
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0933547
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012734376
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02904648
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt017086016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-613197
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02060189
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010855872
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01189322
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012734376
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-469013
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01158195
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011220592
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0436930
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010855872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-490427
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-311223
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt01528193
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0589289
IRS990ScheduleD/DonorAdvisedFundsHeldCnt043
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt07375188
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03788
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032115
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035903
IRS990ScheduleD/FundsAndOtherAccountsContriAmt01099321
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0612437
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt089
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt09653691
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09318257
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt072585
IRS990ScheduleD/TotalLiabilityAmt09318257
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0147189
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0216
IRS990ScheduleI/RecipientTable/CashGrantAmt06107
IRS990ScheduleI/RecipientTable/CashGrantAmt111375
IRS990ScheduleI/RecipientTable/CashGrantAmt213273
IRS990ScheduleI/RecipientTable/CashGrantAmt37687
IRS990ScheduleI/RecipientTable/CashGrantAmt423387
IRS990ScheduleI/RecipientTable/CashGrantAmt56201
IRS990ScheduleI/RecipientTable/CashGrantAmt616835
IRS990ScheduleI/RecipientTable/CashGrantAmt722545
IRS990ScheduleI/RecipientTable/CashGrantAmt88000

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,456,298
Liabilities
$9,528,543
Net assets
$17,927,755
Revenue
$4,337,077
Expenses
$2,089,502
Net income
$2,247,575
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
2015Detailed filing. Detailed filing data is available for this year.$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