Civic Intelligence

Union County Foundation Inc.

990 • Fiscal year 2015 • EIN 35-1769294

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 25, 2016

Organization ProfileWWW.UCFOUNDATIONINC.ORG
404 Eaton StLiberty, IN 47353

(765) 458-7664

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.04x

Higher debt load relative to revenue than 20% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$35,111

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$7,289,523

Up $35,992 (+0.5%) from 2014

Net Assets

Up

$7,240,887

Up $225,166 (+3.2%) from 2014

Liabilities

Down

$48,636

Down $189,174 (-80%) from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Down

$1,109,876

Down $180,628 (-14%) from 2014

Expenses

Up

$509,554

Up $83,039 (+19%) from 2014

Net Income

Down

$600,322

Down $263,667 (-31%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2015

Assets$7,289,523
Liabilities$48,636
Net Assets$7,240,887
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

2015

Revenue$1,109,876
Expenses$509,554
Net Income$600,322
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$3,045,746
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$6,274,551$5,975,115▼ $299,436
Savings and Temporary Cash Investments$710,645$1,222,710▲ $512,065
Investments Other Securities$193,738--
Land, Buildings, and Equipment, Net$74,597$91,533▲ $16,936
Prepaid Expenses and Deferred Charges-$165-
Total Assets$7,253,531$7,289,523▲ $35,992
Liabilities
Grants Payable$10,790$34,500▲ $23,710
Other Liabilities$10,035$9,716▼ $319
Deferred Revenue$214,826$2,792▼ $212,034
Accounts Payable and Accrued Expenses$2,159$1,628▼ $531
Total Liabilities$237,810$48,636▼ $189,174
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,618,991$3,457,746▼ $161,245
Unrestricted Net Assets$2,878,389$2,913,156▲ $34,767
Permanently Rstr Net Assets$518,341$869,985▲ $351,644
Total Net Assets Fund Balance$7,015,721$7,240,887▲ $225,166
Total Liabilities and Net Assets / Fund Balance$7,253,531$7,289,523▲ $35,992

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$64,649$39,734$104,383
Equipment$2,884$48,365$51,249
Land$24,000-$24,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,338,736$669,902▼ $89,955$18,557$6,558,098
2014$5,593,445$681,047▲ $431,624$22,237$6,338,736
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
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Danka KleinExecutive DiFT$35,111$35,111

Board Members and Trustees

NameTitle
Richard WorcesterPresident
Jennifer YamashiroDirector
Julie AbbottDirector
Karen BriggsDirector
Landon CoyleDirector
Linda CrawfordDirector
Marsha Chambers EldridgeDirector
Nancy BlankDirector
Ted SanfordDirector
Victoria SnyderDirector
Gena HartmanSecretary
Gene SanfordTreasurer
David BertchVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$721,507
Program Service Revenue
$98,493
Investment Income
$281,434
Other Revenue
$8,442
All Other Contributions
$721,507
Change in Net Assets
$600,322

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 Traded4$120,464Avg High/low Gift Date
Total Noncash Contributions4$120,464-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,110,018
Revenue Not Reported on Financial Statements
$-142
Revenue Not Reported on Form 990
$-375,475
Other Revenue Adjustments
$-142
Total Revenue per Audited Statements
$734,543
Total Revenue per Form 990
$1,109,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$282,874
Other Expenses$164,026
Salaries, Compensation, and Employee Benefits$62,654
Total Fundraising Expense$12,213
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$165,145--$165,145
Grants to Domestic Individuals$117,729--$117,729
Fees for Services Management$98,492--$98,492
Current Officers, Directors, Trustees, and Key Employees$15,098$14,396$5,617$35,111
Fees for Service Investment Mgmnt Fees$26,635--$26,635
Other Salaries and Wages$10,259$9,633$3,655$23,547
Fees for Services Accounting-$8,663-$8,663
Occupancy$4,347$1,192$120$5,659
Office Expenses$1,773$885$1,773$4,431
Payroll Taxes$1,841$1,495$660$3,996
Insurance$2,387$597-$2,984
Depreciation Depletion$2,221$555-$2,776
Advertising$2,583--$2,583
Conferences and Meetings$1,554-$388$1,942
Other Expenses$75$1,466-$75
Total Functional Expenses$458,459$38,882$12,213$509,554

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$509,554
Expenses per Audited Statements$509,377
Total Expenses per Audited Statements$509,377
Expenses Not Reported on Financial Statements$177
Other Expense Adjustments$177
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ivy Tech Community College- RichmonRichmond, IN501c3Ivy Tech Scholarship$35,000
Union County High SchoolLiberty, INGovEducation Support$31,240
St Andrew Catholic ChurchRichmond, IN501c3Support$23,830
ST MICHAEL'S CHURCHBrookville, IN501c3Support$14,665
Union County Public LibraryLiberty, IN501c3Operating Support$7,944
Union County Historical SocietyLiberty, IN501c3Operating Support$5,494
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$9,716
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

Filer Name
Union County Foundation Inc
EIN
35-1769294
Phone
7654587664
Address
404 EATON ST, LIBERTY, IN 47353

Signing Officer

Name
Danka Klein
Title
Executive Director
Phone
7654587664
Signed
2016-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danka Klein
Formed
1989
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
5
Volunteers
20

Preparer

Firm
Estep Burkey Simmons LLC
Address
PO BOX 42, MUNCIE, IN 47308-0042
Preparer
Thomas a Roberts
Phone
7652847554
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Agency fund revenue 142 agency fund expenses 177 total 319”

Financial Statement Notes

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 2012, 2013, and 2014 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 -142”

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

“AGENCY FUND EXPENSES 177”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0597
IRS990/InsuranceGrp/ProgramServicesAmt02387
IRS990/InsuranceGrp/TotalAmt02984
IRS990/InvestmentIncomeGrp/ExclusionAmt0142410
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0193738
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06274551
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IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt0179632
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01935870
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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/NetUnrlzdGainsLossesInvstAmt0-375475
IRS990/NoncashContributionsAmt0120464
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IRS990/OccupancyGrp/FundraisingAmt0120
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IRS990/OccupancyGrp/TotalAmt05659
IRS990/OfficeExpensesGrp/FundraisingAmt01773
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0885
IRS990/OfficeExpensesGrp/ProgramServicesAmt01773
IRS990/OfficeExpensesGrp/TotalAmt04431
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherChangesInNetAssetsAmt0319
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc1LILLY INTERN PROJECT
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DUES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01466
IRS990/OtherExpensesGrp/ProgramServicesAmt05868
IRS990/OtherExpensesGrp/ProgramServicesAmt12042
IRS990/OtherExpensesGrp/ProgramServicesAmt2410
IRS990/OtherExpensesGrp/ProgramServicesAmt375
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IRS990/OtherExpensesGrp/TotalAmt2410
IRS990/OtherExpensesGrp/TotalAmt375
IRS990/OtherLiabilitiesGrp/BOYAmt010035
IRS990/OtherLiabilitiesGrp/EOYAmt09716
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08442
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08442
IRS990/OtherRevenueTotalAmt08442
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03655
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09633
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010259
IRS990/OtherSalariesAndWagesGrp/TotalAmt023547
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0660
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01495
IRS990/PayrollTaxesGrp/ProgramServicesAmt01841
IRS990/PayrollTaxesGrp/TotalAmt03996
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0518341
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0869985
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0165
IRS990/PrincipalOfficerNm0DANKA KLEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt098493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt098493
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0678784
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0206271
IRS990/PYInvestmentIncomeAmt0508099
IRS990/PYOtherExpensesAmt0155178
IRS990/PYOtherRevenueAmt013232
IRS990/PYProgramServiceRevenueAmt090389
IRS990/PYRevenuesLessExpensesAmt0863989
IRS990/PYSalariesCompEmpBnftPaidAmt065066
IRS990/PYTotalExpensesAmt0426515
IRS990/PYTotalRevenueAmt01290504
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0600322
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt098493
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0710645
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01222710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0721507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0678784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0260748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0128437
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01890822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0142410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0140902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0121653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0134229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0131027
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0670221
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0106935
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41500
IRS990ScheduleA/PublicSupportPY170Pct00.34870
IRS990ScheduleA/PublicSupportTotal170Amt01062834
IRS990ScheduleA/SubstantialContributorsTotAmt0827988
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0721507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0678784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0260748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0128437
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101346
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01890822
IRS990ScheduleA/TotalSupportAmt02561043
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/BoardDesignatedBalanceEOYPct00.45000
IRS990ScheduleD/BuildingsGrp/BookValueAmt064649
IRS990ScheduleD/BuildingsGrp/DepreciationAmt039734
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0104383
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt098492
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06338736
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0669902
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06558098
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0151337
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-89955
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt018557
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt090394
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05593445
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0681047
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06338736
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0254749
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0431624
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt022237
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt080246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04803447
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0220773
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05593445
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0126384
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0644320
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt019606
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt070395
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03838869
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0132083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04173082
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0102707
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0394624
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt019392
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt057786
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03883980
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt070496
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03838869
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt079001
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021180
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,289,523
Liabilities
$48,636
Net assets
$7,240,887
Revenue
$1,109,876
Expenses
$509,554
Net income
$600,322
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