Civic Intelligence

Union County Foundation Inc.

990 • Fiscal year 2013 • EIN 35-1769294

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 08, 2014

Organization ProfileWWW.UCFOUNDATIONINC.ORG
404 Eaton St47353

(765) 458-7664

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

18th percentile

0.03x

Higher debt load relative to revenue than 18% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

25th percentile

$32,109

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$6,259,730

Up $881,267 (+16%) from 2012

Net Assets

Up

$6,236,196

Up $892,878 (+17%) from 2012

Liabilities

Down

$23,534

Down $11,611 (-33%) from 2012

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin91st percentile

Revenue

$679,997

No earlier filing loaded for comparison.

Expenses

Up

$322,387

Up $6,964 (+2.2%) from 2012

Net Income

$357,610

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$15M$10M$5.0M$0Assets 2010: $5,184,835Liabilities 2010: $61,629Net Assets 2010: $5,123,2062010Assets 2011: $5,042,579Liabilities 2011: $46,382Net Assets 2011: $4,996,1972011Assets 2012: $5,378,463Liabilities 2012: $35,145Net Assets 2012: $5,343,3182012Assets 2013: $6,259,730Liabilities 2013: $23,534Net Assets 2013: $6,236,1962013Assets 2014: $7,253,531Liabilities 2014: $237,810Net Assets 2014: $7,015,7212014Assets 2015: $7,289,523Liabilities 2015: $48,636Net Assets 2015: $7,240,8872015Assets 2016: $7,735,699Liabilities 2016: $60,492Net Assets 2016: $7,675,2072016Assets 2017: $8,582,082Liabilities 2017: $63,069Net Assets 2017: $8,519,0132017Assets 2018: $8,479,115Liabilities 2018: $482,366Net Assets 2018: $7,996,7492018Assets 2019: $9,584,714Liabilities 2019: $314,978Net Assets 2019: $9,269,7362019Assets 2020: $10,371,303Liabilities 2020: $160,302Net Assets 2020: $10,211,0012020Assets 2021: $11,670,446Liabilities 2021: $37,187Net Assets 2021: $11,633,2592021Assets 2022: $10,205,517Liabilities 2022: $19,030Net Assets 2022: $10,186,4872022Assets 2023: $11,084,351Liabilities 2023: $60,684Net Assets 2023: $11,023,6672023Assets 2024: $13,044,207Liabilities 2024: $24,441Net Assets 2024: $13,019,7662024

Highlighted filing

2013

Assets$6,259,730
Liabilities$23,534
Net Assets$6,236,196
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Expenses 2010: $349,7382010Expenses 2011: $345,9922011Expenses 2012: $315,4232012Revenue 2013: $679,997Expenses 2013: $322,387Net Income 2013: $357,6102013Revenue 2014: $1,290,504Expenses 2014: $426,515Net Income 2014: $863,9892014Revenue 2015: $1,109,876Expenses 2015: $509,554Net Income 2015: $600,3222015Revenue 2016: $764,143Expenses 2016: $580,690Net Income 2016: $183,4532016Revenue 2017: $873,244Expenses 2017: $547,711Net Income 2017: $325,5332017Revenue 2018: $960,370Expenses 2018: $529,256Net Income 2018: $431,1142018Revenue 2019: $1,039,928Expenses 2019: $776,096Net Income 2019: $263,8322019Revenue 2020: $935,977Expenses 2020: $527,330Net Income 2020: $408,6472020Revenue 2021: $1,244,252Expenses 2021: $606,879Net Income 2021: $637,3732021Revenue 2022: $913,355Expenses 2022: $669,226Net Income 2022: $244,1292022Revenue 2023: $1,215,197Expenses 2023: $1,147,508Net Income 2023: $67,6892023Revenue 2024: $2,382,484Expenses 2024: $935,202Net Income 2024: $1,447,2822024

Highlighted filing

2013

Revenue$679,997
Expenses$322,387
Net Income$357,610
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 8, 2014
Return Version
2013v3.1
Gross Receipts
$1,835,656
Mission and Program Overview

Mission

To assist donors in building and preserving perpetual charitable funds; to meet the changing needs of our community and to enrich the quality of life for the residents of union county.

To assist donors to build and preserve a perpetual fund to meet the changing needs and enrich the quality of life in union county, indiana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,102,348$5,408,654▲ $1,306,306
Savings and Temporary Cash Investments$358,425$458,968▲ $100,543
Investments Other Securities$839,599$316,599▼ $523,000
Land, Buildings, and Equipment, Net$78,091$75,509▼ $2,582
Total Assets$5,378,463$6,259,730▲ $881,267
Liabilities
Grants Payable$25,000$12,000▼ $13,000
Other Liabilities$8,262$9,541▲ $1,279
Accounts Payable and Accrued Expenses$1,883$1,993▲ $110
Total Liabilities$35,145$23,534▼ $11,611
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,346,994$3,517,966▲ $1,170,972
Unrestricted Net Assets$2,573,826$2,257,287▼ $316,539
Permanently Rstr Net Assets$422,498$460,943▲ $38,445
Total Net Assets Fund Balance$5,343,318$6,236,196▲ $892,878
Total Liabilities and Net Assets / Fund Balance$5,378,463$6,259,730▲ $881,267

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$50,892$35,350$86,242
Equipment$617$52,692$53,309
Land$24,000-$24,000
Other Securities$316,599--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$4,803,447$220,773▲ $644,320$19,606$5,593,445
2012$3,838,869$132,083▲ $394,624$19,392$4,173,082
2011$3,883,980$70,496▲ $21,180-$3,838,869
2010$3,625,597$59,177▲ $385,668-$3,883,980
2009$3,194,104$38,888▲ $542,028-$3,625,597
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Danka KleinExecutive DiFT$32,109$32,109

Board Members and Trustees

NameTitle
Richard WorcesterPresident
Arthur RedingerDirector
Jennifer YamashiroDirector
Julie AbbottDirector
Karen BriggsDirector
Landon CoyleDirector
Marsha Chambers EldridgeDirector
Nancy BlankDirector
Gena HartmanSecretary
Gene SanfordTreasurer
David BertchVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$260,748
Program Service Revenue
$80,246
Investment Income
$327,071
Other Revenue
$11,932
All Other Contributions
$260,748
Change in Net Assets
$357,610

Audited Revenue Reconciliation

Revenue per Audited Statements
$678,561
Revenue Not Reported on Financial Statements
$1,436
Revenue Not Reported on Form 990
$536,547
Other Revenue Adjustments
$1,436
Total Revenue per Audited Statements
$1,215,108
Total Revenue per Form 990
$679,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,408
Grants and Similar Amounts Paid$126,383
Salaries, Compensation, and Employee Benefits$61,596
Total Fundraising Expense$12,008
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$80,246--$80,246
Grants to Domestic Individuals$76,819--$76,819
Grants to Domestic Orgs$49,564--$49,564
Current Officers, Directors, Trustees, and Key Employees$19,265$6,422$6,422$32,109
Other Salaries and Wages$5,022$17,577$2,511$25,110
Fees for Service Investment Mgmnt Fees$19,606--$19,606
Fees for Services Accounting-$8,658-$8,658
Occupancy$4,806$1,300$112$6,218
Payroll Taxes$1,858$1,836$683$4,377
Office Expenses$1,694$838$1,694$4,226
Advertising$2,993--$2,993
Conferences and Meetings$2,242-$561$2,803
Depreciation Depletion$2,066$516-$2,582
Insurance$1,524$381-$1,905
Other Expenses$380$825-$380
Travel$100-$25$125
Total Functional Expenses$272,026$38,353$12,008$322,387

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$322,387
Expenses per Audited Statements$322,230
Total Expenses per Audited Statements$322,230
Expenses Not Reported on Financial Statements$157
Other Expense Adjustments$157
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-7073977-501c3Ivy Tech Scholarship$30,000
35-0992124-501c3Support$13,040
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
Agency Endowment Funds$9,541
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the finance committee, who in turn, discusses it with the full board of directors.”

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

“Union county foundation, inc. Asks board members to sign recusal forms stating any relationship to scholarship recipients. Further the board is asked if there could be any conflicts of interest. Notes are made in minutes of any possible conflicts. At times, board members will abstain from voting if there is any issue of conflict at all.”

Form 990, Page 6, Part VI, Line 15A

“Personnel committee meets as needed and reviews performance of the executive director. Reports are reviewed as to the financial status of the organization. Reports of compensation from other indiana not-for-profit organizations are reviewed. After the collection and review of materials, the committee makes a decision for compensation by a vote which is then presented to the full board of approval. Approval is stated in regular meeting minutes.”

Form 990, Page 6, Part VI, Line 15B

“Personnel committee meets as needed and reviews performance of the executive director. Reports are reviewed as to the financial status of the organization. Reports of compensation from other indiana not-for-profit organizations are reviewed. After the collection and review of materials, the committee makes a decision for compensation by a vote which is then presented to the full board of approval. Approval is stated in regular meeting minutes.”

Form 990, Page 6, Part VI, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

EIN
35-1769294
Phone
7654587664

Signing Officer

Name
Danka Klein
Title
Executive Director
Phone
7654587664
Signed
2014-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danka Klein
Formed
1989
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
45

Preparer

Preparer
Patrick W Burkey
Phone
7652847554
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Agency fund revenue -1,436 agency fund expenses 157”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation has adopted investment and spending policies for endowment assets that attempt to preserve the real purchasing power of the assets and provide a growing stream of income to be made available for spending, keeping pace with inflation, in order to sustain the operations and grant making capacity of the foundation. The foundation's spending and investment policies work together to achieve this objective. The investment policy establishes a return objective through diversification of asset classes. The current long-term return objective is to return a minimum of 6.5%, net of investment fees, plus the rate of inflation. Actual returns in any given year vary from this amount.”

Schedule D, Page 3, Part X

“The foundation follows the income tax topic of the fasb asc. The foundation now recognizes a tax benefit only if it is more likely than not the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized will be the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit will be recorded. The foundation has examined this issue and has determined there are no material contingent tax liabilities. The foundation's federal and state exempt organization tax returns for 2010, 2011, and 2012 are subject to examination by the internal revenue service and the indiana department of revenue. Returns are generally subject to examination for three years after they are filed.”

Schedule D, Page 4, Part XI, Line 4B

“Agency fund revenue 1,436”

Schedule D, Page 4, Part XII, Line 4B

“AGENCY FUND EXPENSES 157”

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IRS990/InsuranceGrp/ProgramServicesAmt01524
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt075509
IRS990/LandBldgEquipCostOrOtherBssAmt0163551
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01155659
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ASSIST DONORS TO BUILD AND PRESERVE A PERPETUAL FUND TO MEET THE CHANGING NEEDS AND ENRICH THE QUALITY OF LIFE IN UNION COUNTY, INDIANA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt06236196
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0205421
IRS990/NetUnrlzdGainsLossesInvstAmt0536547
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IRS990/OccupancyGrp/FundraisingAmt0112
IRS990/OccupancyGrp/ManagementAndGeneralAmt01300
IRS990/OccupancyGrp/ProgramServicesAmt04806
IRS990/OccupancyGrp/TotalAmt06218
IRS990/OfficeExpensesGrp/FundraisingAmt01694
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0838
IRS990/OfficeExpensesGrp/ProgramServicesAmt01694
IRS990/OfficeExpensesGrp/TotalAmt04226
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1279
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc1LILLY INTERN PROJECT
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0825
IRS990/OtherExpensesGrp/ProgramServicesAmt03299
IRS990/OtherExpensesGrp/ProgramServicesAmt1542
IRS990/OtherExpensesGrp/ProgramServicesAmt2380
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IRS990/OtherExpensesGrp/TotalAmt1542
IRS990/OtherExpensesGrp/TotalAmt2380
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherRevenueTotalAmt011932
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02511
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017577
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05022
IRS990/OtherSalariesAndWagesGrp/TotalAmt025110
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0683
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01836
IRS990/PayrollTaxesGrp/ProgramServicesAmt01858
IRS990/PayrollTaxesGrp/TotalAmt04377
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0422498
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0460943
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DANKA KLEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt080246
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt080246
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0128437
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0157932
IRS990/PYInvestmentIncomeAmt0233053
IRS990/PYOtherExpensesAmt0103496
IRS990/PYOtherRevenueAmt010046
IRS990/PYProgramServiceRevenueAmt061267
IRS990/PYRevenuesLessExpensesAmt0117380
IRS990/PYSalariesCompEmpBnftPaidAmt053995
IRS990/PYTotalExpensesAmt0315423
IRS990/PYTotalRevenueAmt0432803
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0357610
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0358425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0458968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0260748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0128437
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0101346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0109868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0647027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0121653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0134229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0131027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0183870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0143944
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0714723
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt092178
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36450
IRS990ScheduleA/PublicSupportPY170Pct00.49990
IRS990ScheduleA/PublicSupportTotal170Amt0496378
IRS990ScheduleA/SubstantialContributorsTotAmt0150649
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0260748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0128437
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0101346
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0109868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046628
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0647027
IRS990ScheduleA/TotalSupportAmt01361750
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/BoardDesignatedBalanceEOYPct00.36000
IRS990ScheduleD/BuildingsGrp/BookValueAmt050892
IRS990ScheduleD/BuildingsGrp/DepreciationAmt035350
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt086242
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt080246
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04803447
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0220773
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05593445
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0126384
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0644320
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt019606
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt070395
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03838869
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0132083
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04173082
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0102707
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0394624
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt019392
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt057786
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03883980
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt070496
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03838869
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt079001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021180
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt056148
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03625597
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt059177
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03883980
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0130314
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0385668
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt059523
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03194104
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt038888
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03625597
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt089900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0542028
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt020000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt04
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0120458
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0617
IRS990ScheduleD/EquipmentGrp/DepreciationAmt052692
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053309
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0157
IRS990ScheduleD/ExpensesSubtotalAmt0322230
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt024000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt024000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0536547
IRS990ScheduleD/OtherExpensesNotIncludedAmt0157
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09541
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY ENDOWMENT FUNDS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01436
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0316599
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.08000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,259,730
Liabilities
$23,534
Net assets
$6,236,196
Revenue
$679,997
Expenses
$322,387
Net income
$357,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.02$13.0$2.38$0.94$1.45
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.06$11.0$1.22$1.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.02$10.2$0.91$0.67$0.24
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.04$11.6$1.24$0.61$0.64
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.16$10.2$0.94$0.53$0.41
2019Detailed filing. Detailed filing data is available for this year.$9.58$0.31$9.27$1.04$0.78$0.26
2018Detailed filing. Detailed filing data is available for this year.$8.48$0.48$8.00$0.96$0.53$0.43
2017Detailed filing. Detailed filing data is available for this year.$8.58$0.06$8.52$0.87$0.55$0.33
2016Detailed filing. Detailed filing data is available for this year.$7.74$0.06$7.68$0.76$0.58$0.18
2015Detailed filing. Detailed filing data is available for this year.$7.29$0.05$7.24$1.11$0.51$0.60
2014Detailed filing. Detailed filing data is available for this year.$7.25$0.24$7.02$1.29$0.43$0.86
2013Detailed filing. Detailed filing data is available for this year.$6.26$0.02$6.24$0.68$0.32$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.04$5.34$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.05$5.00$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.06$5.12$0.35