Civic Intelligence

The Community Foundation of Shelby County

990 • Fiscal year 2017 • EIN 34-6565194

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 16, 2018

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

0.32x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

1.81x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

36%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$34,393,163

Up $5,329,739 (+18%) from 2016

Net Assets

Up

$23,441,691

Up $3,939,434 (+20%) from 2016

Liabilities

Up

$10,951,472

Up $1,390,305 (+15%) from 2016

Revenue

Up

$6,039,052

Up $1,587,044 (+36%) from 2016

Expenses

Down

$3,097,751

Down $248,613 (-7.4%) from 2016

Net Income

Up

$2,941,301

Up $1,835,657 (+166%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$34,393,163
Liabilities$10,951,472
Net Assets$23,441,691

Operations Trend

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

2017

Revenue$6,039,052
Expenses$3,097,751
Net Income$2,941,301
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2018
Return Version
2017v2.3
Gross Receipts
$12,758,663
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$23,301,734$28,991,054▲ $5,689,320
Savings and Temporary Cash Investments$4,813,606$4,651,613▼ $161,993
Pledges and Grants Receivable$809,130$644,368▼ $164,762
Land, Buildings, and Equipment, Net$68,426$64,881▼ $3,545
Cash and Non-Interest-Bearing Accounts$70,528$41,052▼ $29,476
Other Notes and Loans Receivable, Net-$195-
Total Assets$29,063,424$34,393,163▲ $5,329,739
Liabilities
Other Liabilities$9,368,420$10,738,732▲ $1,370,312
Grants Payable$180,685$194,917▲ $14,232
Accounts Payable and Accrued Expenses$12,062$17,823▲ $5,761
Total Liabilities$9,561,167$10,951,472▲ $1,390,305
Net Assets / Fund Balance
Temporarily Rstr Net Assets$18,579,922$22,438,032▲ $3,858,110
Unrestricted Net Assets$922,335$1,003,659▲ $81,324
Total Net Assets Fund Balance$19,502,257$23,441,691▲ $3,939,434
Total Liabilities and Net Assets / Fund Balance$29,063,424$34,393,163▲ $5,329,739

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,317$34,586$35,903
Buildings$63,564$41,104-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$18,726,156$1,729,880▲ $2,176,913-$22,438,032
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
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,749,099
Program Service Revenue
$0
Investment Income
$1,823,471
Other Revenue
$466,482
All Other Contributions
$3,749,099
Change in Net Assets
$2,941,301

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 Traded40$792,883Fair Market Value (FMV) Date of Contribution
Total Noncash Contributions40$792,883-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,337,339
Other Expenses$533,395
Salaries, Compensation, and Employee Benefits$227,017
Total Fundraising Expense$53,598
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,185,455--$2,185,455
Other Salaries and Wages$106,800$55,453$43,130$205,383
Grants to Domestic Individuals$151,884--$151,884
Fees for Service Investment Mgmnt Fees-$34,204-$34,204
Occupancy$12,430$6,453$5,018$23,901
Fees for Services Accounting-$19,100-$19,100
Payroll Taxes$8,170$4,242$3,300$15,712
Advertising$8,818--$8,818
Fees for Services Legal-$6,015-$6,015
Other Employee Benefits$3,079$1,599$1,244$5,922
Other Expenses$5,199--$5,199
All Other Expenses$4,574$590-$5,164
Insurance-$4,409-$4,409
Information Technology$4,300--$4,300
Office Expenses$4,193--$4,193
Depreciation Depletion$1,733$906$906$3,545
Travel-$1,609-$1,609
Conferences and Meetings-$1,261-$1,261
Total Functional Expenses$2,908,312$135,841$53,598$3,097,751
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shelby County LibrariesSidney, OH3Community Developmen$584,754
Shelby Co Agricultural SocietySidney, OH3Building Fund$166,000
Raise the Roof for ArtsSidney, OH3Building Repair$114,175
Sidney-shelby YmcaSidney, OH3Religious Developmen$106,865
Lehman High SchoolSidney, OH3Equipment and Educat$97,817
Ohio LivingColumbus, OH3Program Services$72,500
Ft Loramie Booster Club IncFort Loramie, OH3General Support$65,961
Operation RebirthSt Paris, OH3General Support$48,960
Wilson Health FoundationSidney, OH3-$48,480
Russia Wellness Activity FundRussia, OH3Release of Funds$44,036
Botkins Historical SocietyBotkins, OH3Community Support$43,088
New ChoicesSidney, OH3General Support$42,210
Compassionate Care-shelby CoSidney, OH3Medical Support$35,460
Senior Center of SidneySidney, OH3General Operations$33,814
Alpha Community CenterSidney, OH3Program Support$31,200
Wilma Valentine ClcSidney, OH3General Support$31,185
Botkins Local SchoolsBotkins, OH3Equipment and Ed Dev$30,430
Shelby County Historical SocietySidney, OH3Building Funds$30,080
Holy Angels SchoolSidney, OH3Educational Support$27,750
Shelby County United WaySidney, OH3Enviornmental$27,680
Holy Angels Catholic ChurchSidney, OH3General Support$23,865
Big Brothers Big SistersSidney, OH3Program Support$21,872
First Presbyterian ChurchSidney, OH3Religious Developmen$21,225
Catholic Community FoundationCincinnati, OH3Religious Support$18,800
Sidney First United Methodist FoundSidney, OH3Community Developmen$17,930
S & H ProductsSidney, OH3Program Support$15,490
Right to Life of Shelby CountySidney, OH3General Support$15,090
St Remy ChurchRussia, OH3Program Support$13,500
Sidney CitySidney, OHGovEducational Support$13,454
Sidney City SchoolSidney, OH3Religious Developmen$13,409
Shelby County ArcSidney, OH3History Programs$12,471
ELIZABETH'S NEW LIFE CENTERDayton, OH3Program Support$12,375
Russia Comm Jr Athletic AssnRussia, OH3General Support$11,000
Gateway Arts CouncilSidney, OH3Support of the Arts$10,800
Mclaren Northrn Michigan FoundationPetoskey, MI3General Support$10,000
The Med FoundationColdwater, OH3Religious Developmen$10,000
Shelby Co Animal Rescue FoundationSidney, OH3General Support$9,500
Botkins Fire DepartmentBotkins, OH3Emergency Services$9,273
Anna Rescue SquadAnna, OH3Medical Equipment$8,530
Ohio University FoundationAthens, OH3Program Support$8,500
Random Acts of Christian KindnessRussia, OH3Program Support$8,500
Sidney-shelby Workforce PartnershipSidney, OH3General Support$8,000
Maria Stein Shrine of the Holy ReliMaria Stein, OH3General Support$6,300
Ohio Living FoundationColumbus, OH3Program Support$6,050
Holy Angels Endowment FundSidney, OH3Building Campaign$6,000
Spiritual Center Maria SteinMaria Stein, OH3Religious Developmen$6,000
Trinity Church of the BrethrenSidney, OH3Educational Services$6,000
Botkins Athletic BoostersBotkins, OH3Athletic Support$5,264
Anna Local SchoolsAnna, OH3General Support$5,108
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$10,738,732
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
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Milligan
Formed
1952
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
11

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

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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02185455
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02185455
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07881958
IRS990/GrossReceiptsAmt012758663
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt04300
IRS990/InformationTechnologyGrp/TotalAmt04300
IRS990/InsuranceGrp/ManagementAndGeneralAmt04409
IRS990/InsuranceGrp/TotalAmt04409
IRS990/InvestmentIncomeGrp/ExclusionAmt0661124
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0661124
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023301734
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028991054
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt075690
IRS990/LandBldgEquipBasisNetGrp/BOYAmt068426
IRS990/LandBldgEquipBasisNetGrp/EOYAmt064881
IRS990/LandBldgEquipCostOrOtherBssAmt0140571
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06719611
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt020572
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt020572
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/NetAssetsOrFundBalancesBOYAmt019502257
IRS990/NetAssetsOrFundBalancesEOYAmt023441691
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01162347
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01162347
IRS990/NetUnrlzdGainsLossesInvstAmt0918447
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0792883
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05018
IRS990/OccupancyGrp/ManagementAndGeneralAmt06453
IRS990/OccupancyGrp/ProgramServicesAmt012430
IRS990/OccupancyGrp/TotalAmt023901
IRS990/OfficeExpensesGrp/ProgramServicesAmt04193
IRS990/OfficeExpensesGrp/TotalAmt04193
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01244
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01599
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03079
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05922
IRS990/OtherExpensesGrp/Desc0INVESTMENT MANAGEMENT FEE
IRS990/OtherExpensesGrp/Desc1BENSMAN FOUNDATION FEES
IRS990/OtherExpensesGrp/Desc2PUBLICATIONS&WEB
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0314366
IRS990/OtherExpensesGrp/ProgramServicesAmt191000
IRS990/OtherExpensesGrp/ProgramServicesAmt26311
IRS990/OtherExpensesGrp/ProgramServicesAmt35199
IRS990/OtherExpensesGrp/TotalAmt0314366
IRS990/OtherExpensesGrp/TotalAmt191000
IRS990/OtherExpensesGrp/TotalAmt26311
IRS990/OtherExpensesGrp/TotalAmt35199
IRS990/OtherLiabilitiesGrp/BOYAmt09368420
IRS990/OtherLiabilitiesGrp/EOYAmt010738732
IRS990/OtherRevenueMiscGrp/Desc0INVESTMENT FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1FUND FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc2BENSMAN FEES REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0178851
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1176059
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt291000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0178851
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1176059
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt291000
IRS990/OtherRevenueTotalAmt0466482
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt043130
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt055453
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0106800
IRS990/OtherSalariesAndWagesGrp/TotalAmt0205383
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0195
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03300
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04242
IRS990/PayrollTaxesGrp/ProgramServicesAmt08170
IRS990/PayrollTaxesGrp/TotalAmt015712
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0809130
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0644368
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARTHA MILLIGAN
IRS990/PriorPeriodAdjustmentsAmt079686
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0557311
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0366987
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0340354
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0150030
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS FOR COMMUNITY ORGANIZATIONS FROM RELATED ORGANIZATION
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03279194
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02733760
IRS990/PYInvestmentIncomeAmt0834396
IRS990/PYOtherExpensesAmt0397841
IRS990/PYOtherRevenueAmt0338418
IRS990/PYRevenuesLessExpensesAmt01105644
IRS990/PYSalariesCompEmpBnftPaidAmt0214763
IRS990/PYTotalExpensesAmt03346364
IRS990/PYTotalRevenueAmt04452008
IRS990/ReconcilationRevenueExpnssAmt02941301
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04813606
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04651613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03749099
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03279194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03620175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01779986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02086022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014514476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0661124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0494917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0390939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0399502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0406145
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02352627
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0466482
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86050
IRS990ScheduleA/PublicSupportPY170Pct00.86210
IRS990ScheduleA/PublicSupportTotal170Amt014514476
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03749099
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03279194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03620175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01779986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02086022
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014514476
IRS990ScheduleA/TotalSupportAmt016867103
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt063564
IRS990ScheduleD/BuildingsGrp/DepreciationAmt041104
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0104668
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt018726156
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01729880
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022438032
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-194917
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02176913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt017028879
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0284118
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt018726156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-302799
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01715958
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt017790231
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0521614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt017028879
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-615863
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-667103
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt017086016
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0742080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt017790231
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-971412
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0933547
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt012734376
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02904648
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt017086016
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-613197
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02060189
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt01143912
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0394019
IRS990ScheduleD/DonorAdvisedFundsHeldCnt043
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt09541873
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01317
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034586
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035903
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0130868
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt02025702
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt089
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt012896159
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010738732
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt064881
IRS990ScheduleD/TotalLiabilityAmt010738732
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0151884
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0224
IRS990ScheduleI/RecipientTable/CashGrantAmt031200
IRS990ScheduleI/RecipientTable/CashGrantAmt15108
IRS990ScheduleI/RecipientTable/CashGrantAmt28530
IRS990ScheduleI/RecipientTable/CashGrantAmt321872
IRS990ScheduleI/RecipientTable/CashGrantAmt45264
IRS990ScheduleI/RecipientTable/CashGrantAmt59273
IRS990ScheduleI/RecipientTable/CashGrantAmt643088
IRS990ScheduleI/RecipientTable/CashGrantAmt730430
IRS990ScheduleI/RecipientTable/CashGrantAmt818800
IRS990ScheduleI/RecipientTable/CashGrantAmt935460
IRS990ScheduleI/RecipientTable/CashGrantAmt1012375
IRS990ScheduleI/RecipientTable/CashGrantAmt1121225
IRS990ScheduleI/RecipientTable/CashGrantAmt1265961

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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