Civic Intelligence

The Community Foundation of Shelby County

990 • Fiscal year 2016 • EIN 34-6565194

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 10, 2017

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

56th percentile

0.33x

Higher debt load relative to assets than 56% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

2.15x

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

84th percentile

25%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

64th percentile

5.9%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

2.6%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$29,063,424

Up $1,607,126 (+5.9%) from 2015

Net Assets

Up

$19,502,257

Up $1,574,502 (+8.8%) from 2015

Liabilities

Up

$9,561,167

Up $32,624 (+0.3%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin84th percentile

Revenue

Up

$4,452,008

Up $114,931 (+2.6%) from 2015

Expenses

Up

$3,346,364

Up $1,256,862 (+60%) from 2015

Net Income

Down

$1,105,644

Down $1,141,931 (-51%) from 2015

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

2016

Assets$29,063,424
Liabilities$9,561,167
Net Assets$19,502,257
Open 2016 Filing

Operations Trend

Revenue Growth50th 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

2016

Revenue$4,452,008
Expenses$3,346,364
Net Income$1,105,644
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 10, 2017
Return Version
2016v3.0
Gross Receipts
$8,536,250
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$21,667,562$23,301,734▲ $1,634,172
Savings and Temporary Cash Investments$4,725,485$4,813,606▲ $88,121
Pledges and Grants Receivable$994,518$809,130▼ $185,388
Cash and Non-Interest-Bearing Accounts$-3,852$70,528▲ $74,380
Land, Buildings, and Equipment, Net$72,585$68,426▼ $4,159
Total Assets$27,456,298$29,063,424▲ $1,607,126
Liabilities
Other Liabilities$9,318,257$9,368,420▲ $50,163
Grants Payable$210,286$180,685▼ $29,601
Accounts Payable and Accrued Expenses-$12,062-
Total Liabilities$9,528,543$9,561,167▲ $32,624
Net Assets / Fund Balance
Temporarily Rstr Net Assets$17,028,879$18,579,922▲ $1,551,043
Unrestricted Net Assets$898,876$922,335▲ $23,459
Total Net Assets Fund Balance$17,927,755$19,502,257▲ $1,574,502
Total Liabilities and Net Assets / Fund Balance$27,456,298$29,063,424▲ $1,607,126

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$66,181$38,487$104,668
Equipment$2,245$33,658$35,903

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$17,028,879$284,118▲ $1,715,958-$18,726,156
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
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Ralph Keister IiiChairman
Martha MilliganVice Chair
Aaron KoenigTrustee
Cindy HelmanTrustee
Douglas StewartTrustee
Dr Karen FortmanTrustee
Gerald DoergerTrustee
Martin GivenTrustee
Priscilla WiltTrustee
Douglas BorchersSecretary
The Honorable Norman SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,279,194
Program Service Revenue
$0
Investment Income
$834,396
Other Revenue
$338,418
All Other Contributions
$3,279,194
Change in Net Assets
$1,105,644

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 Traded27$765,643Fair Market Value (FMV) Date of Contribution
Total Noncash Contributions27$765,643-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,733,760
Other Expenses$397,841
Salaries, Compensation, and Employee Benefits$214,763
Total Fundraising Expense$51,043
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,563,373--$2,563,373
Other Salaries and Wages$101,018$52,451$40,795$194,264
Grants to Domestic Individuals$170,387--$170,387
Fees for Service Investment Mgmnt Fees-$31,170-$31,170
Occupancy$11,930$6,191$4,816$22,937
Payroll Taxes$7,838$4,070$3,166$15,074
Fees for Services Accounting-$15,000-$15,000
Advertising$7,544--$7,544
Office Expenses$6,514--$6,514
Other Employee Benefits$2,821$1,465$1,139$5,425
Information Technology$4,205--$4,205
Depreciation Depletion$2,000$1,032$1,127$4,159
Insurance-$3,300-$3,300
Fees for Services Legal-$2,445-$2,445
Travel$2,380--$2,380
Other Expenses$2,371--$2,371
Conferences and Meetings-$2,002-$2,002
All Other Expenses$604$611-$1,215
Total Functional Expenses$3,175,584$119,737$51,043$3,346,364
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shelby County LibrariesSidney, OH-Comunity Support$1,091,188
Raise the Roof for ArtsSidney, OH-Program Support$351,600
New ChoicesAthens, OHGovProgram Support$122,661
Sidney CityRussia, OH-Community Support$86,971
Botkins Local SchoolsCincinnati, OH3Community Developmen$67,929
Alpha Community CenterAnna, OH3Program Support$65,967
Wilson Health Foundation---$56,740
Sidney Rotary ClubColdwater, OH-General Support$46,300
Russia Wellness Activity FundSidney, OH-Program Support$40,013
Holy Angels SchoolSidney, OH3Support$38,000
Operation RebirthRussia, OH-Wellness Clinics for$37,000
Lehman High SchoolSidney, OH3Educational Services$33,400
Hardin Houston Local SchoolsSidney, OH3Religious Ed & Socia$31,329
Sidney-shelby YmcaSidney, OH-Religious Developmen$25,950
Ohio Living FoundationSt Paris, OH3Program Support$22,500
Botkins VillageCincinnati, OH3Program Support$22,000
Wilma Valentine Clc--Medical Equipment$21,791
Compassionate Care-shelby CoSidney, OH3Program Support$20,280
Shelby County United WaySidney, OH-Enviornmental$19,700
First Presbyterian ChurchSidney, OH501(c)Disaster Relief$19,250
Botkins Historical SocietyBotkins, OH3Equipment and Ed Dev$17,711
Catholic Community FoundationSidney, OH3Medical$13,600
St Remy ChurchAnna, OH-Program Support$13,150
Village of AnnaSidney, OH-Public Support$13,000
Food for the Poor IncHouston, OH3Support of the Arts$12,800
ELIZABETH'S NEW LIFE CENTERCoconut Creek, FL3Religious Developmen$12,703
Shelby County Historical SocietySidney, OH-Equipment$11,750
Oprs FoundationRussia, OH-General Support$11,100
Big Brothers Big SistersBotkins, OHGovEmergency Services$10,499
Gateway Arts CouncilSidney, OH3Educational Developm$10,350
Hospice of Miami CountySidney, OH3Equipment and Educat$10,000
The Med FoundationDegraff, OH-Religious Developmen$10,000
Ohio University FoundationSidney, OH3Release of Funds$8,000
Anna District Historical Society IAnna, OH3Medical Equipment$7,500
Village of Degraff Ohio--Educational Services$6,687
Holy Angels Catholic ChurchTroy, OHGovEducational Support$6,580
Botkins Fire DepartmentBotkins, OH3Community Support$6,290
ALLEN COUNTY OHIO (TREASURER'S OFFSidney, OH3Program Support$6,107
Cincinnati Eye InstituteDayton, OH3Medical Support$6,000
Trinity Church of the BrethrenSidney, OH-Renovations$6,000
S & H ProductsSidney, OH-History Programs$5,600
Midwest Regional Educational ServicColumbus, OH3Housing and Shelter$5,584
Random Acts of Christian KindnessSidney, OH-Release of Funds$5,500
Anna Rescue SquadSidney, OH3Program Support$5,001
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$9,368,420
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
2017-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marian F Spicer
Formed
1952
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
6

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”

Raw XML AppendixShowing 400 of 909 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/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0170387
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0170387
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02563373
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02563373
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04423721
IRS990/GrossReceiptsAmt08536250
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt04205
IRS990/InformationTechnologyGrp/TotalAmt04205
IRS990/InsuranceGrp/ManagementAndGeneralAmt03300
IRS990/InsuranceGrp/TotalAmt03300
IRS990/InvestmentIncomeGrp/ExclusionAmt0494917
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0494917
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021667562
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023301734
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt072585
IRS990/LandBldgEquipBasisNetGrp/EOYAmt068426
IRS990/LandBldgEquipCostOrOtherBssAmt0140571
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04084242
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt02302
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt02302
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/NetAssetsOrFundBalancesBOYAmt017927755
IRS990/NetAssetsOrFundBalancesEOYAmt019502257
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0339479
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0339479
IRS990/NetUnrlzdGainsLossesInvstAmt0478771
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0765643
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04816
IRS990/OccupancyGrp/ManagementAndGeneralAmt06191
IRS990/OccupancyGrp/ProgramServicesAmt011930
IRS990/OccupancyGrp/TotalAmt022937
IRS990/OfficeExpensesGrp/ProgramServicesAmt06514
IRS990/OfficeExpensesGrp/TotalAmt06514
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01139
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01465
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02821
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05425
IRS990/OtherExpensesGrp/Desc0INVESTMENT MANAGEMENT FEE
IRS990/OtherExpensesGrp/Desc1PUBLICATIONS&WEB
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3CONTINUING EDUCATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0282672
IRS990/OtherExpensesGrp/ProgramServicesAmt15684
IRS990/OtherExpensesGrp/ProgramServicesAmt24243
IRS990/OtherExpensesGrp/ProgramServicesAmt32371
IRS990/OtherExpensesGrp/TotalAmt0282672
IRS990/OtherExpensesGrp/TotalAmt15684
IRS990/OtherExpensesGrp/TotalAmt24243
IRS990/OtherExpensesGrp/TotalAmt32371
IRS990/OtherLiabilitiesGrp/BOYAmt09318257
IRS990/OtherLiabilitiesGrp/EOYAmt09368420
IRS990/OtherRevenueMiscGrp/Desc0INVESTMENT FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1FUND FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc2SUPPORTING ORG FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0158560
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1158203
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt219353
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0158560
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1158203
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt219353
IRS990/OtherRevenueTotalAmt0338418
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt040795
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt052451
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0101018
IRS990/OtherSalariesAndWagesGrp/TotalAmt0194264
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03166
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04070
IRS990/PayrollTaxesGrp/ProgramServicesAmt07838
IRS990/PayrollTaxesGrp/TotalAmt015074
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0994518
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0809130
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARIAN F SPICER
IRS990/PriorPeriodAdjustmentsAmt0-9913
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0535629
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0388354
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0228204
IRS990/ProgSrvcAccomActy3Grp/GrantAmt080930
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS FOR COMMUNITY ORGANIZATIONS FROM RELATED ORGANIZATION
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03620175
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01525855
IRS990/PYInvestmentIncomeAmt0377063
IRS990/PYOtherExpensesAmt0394705
IRS990/PYOtherRevenueAmt0339839
IRS990/PYRevenuesLessExpensesAmt02247575
IRS990/PYSalariesCompEmpBnftPaidAmt0168942
IRS990/PYTotalExpensesAmt02089502
IRS990/PYTotalRevenueAmt04337077
IRS990/ReconcilationRevenueExpnssAmt01105644
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04725485
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04813606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03279194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03620175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01779986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02086022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02158969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012924346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0494917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0390939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0399502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0406145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0375892
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02067395
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0338418
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86210
IRS990ScheduleA/PublicSupportPY170Pct00.84890
IRS990ScheduleA/PublicSupportTotal170Amt012924346
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03279194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03620175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01779986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02086022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02158969
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012924346
IRS990ScheduleA/TotalSupportAmt014991741
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/BookValueAmt066181
IRS990ScheduleD/BuildingsGrp/DepreciationAmt038487
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0104668
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt017028879
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0284118
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt018726156
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-302799
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01715958
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt017790231
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0521614
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt017028879
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-615863
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-667103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt017086016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0742080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt017790231
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-971412
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0933547
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012734376
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02904648
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt017086016
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-613197
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02060189
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010855872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01189322
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012734376
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-469013
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01158195
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt01191276
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0302799
IRS990ScheduleD/DonorAdvisedFundsHeldCnt043
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt08115388
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02245
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033658
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035903
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0278666
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt02357864
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt089
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt010610768
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09368420
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt068426
IRS990ScheduleD/TotalLiabilityAmt09368420
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0170387
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0236
IRS990ScheduleI/RecipientTable/CashGrantAmt06107
IRS990ScheduleI/RecipientTable/CashGrantAmt165967
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/CashGrantAmt35001
IRS990ScheduleI/RecipientTable/CashGrantAmt410499
IRS990ScheduleI/RecipientTable/CashGrantAmt56290
IRS990ScheduleI/RecipientTable/CashGrantAmt617711

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,063,424
Liabilities
$9,561,167
Net assets
$19,502,257
Revenue
$4,452,008
Expenses
$3,346,364
Net income
$1,105,644
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $25M-$50M nonprofits