Civic Intelligence

Union County Foundation Inc.

990 • Fiscal year 2017 • EIN 35-1769294

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 15, 2018

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

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.07x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

22nd percentile

$36,161

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$8,582,082

Up $846,383 (+11%) from 2016

Net Assets

Up

$8,519,013

Up $843,806 (+11%) from 2016

Liabilities

Up

$63,069

Up $2,577 (+4.3%) from 2016

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Up

$873,244

Up $109,101 (+14%) from 2016

Expenses

Down

$547,711

Down $32,979 (-5.7%) from 2016

Net Income

Up

$325,533

Up $142,080 (+77%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2017

Assets$8,582,082
Liabilities$63,069
Net Assets$8,519,013
Open 2017 Filing

Operations Trend

Revenue Growth69th 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

2017

Revenue$873,244
Expenses$547,711
Net Income$325,533
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$2,466,270
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,582,897$7,416,220▲ $833,323
Savings and Temporary Cash Investments$1,054,184$875,997▼ $178,187
Investments Other Securities-$199,993-
Land, Buildings, and Equipment, Net$88,532$89,872▲ $1,340
Pledges and Grants Receivable$10,000--
Prepaid Expenses and Deferred Charges$86--
Total Assets$7,735,699$8,582,082▲ $846,383
Liabilities
Grants Payable$44,500$49,853▲ $5,353
Other Liabilities$10,305$11,461▲ $1,156
Accounts Payable and Accrued Expenses$5,687$1,755▼ $3,932
Total Liabilities$60,492$63,069▲ $2,577
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,519,278$3,878,396▲ $359,118
Unrestricted Net Assets$3,115,228$3,479,827▲ $364,599
Permanently Rstr Net Assets$1,040,701$1,160,790▲ $120,089
Total Net Assets Fund Balance$7,675,207$8,519,013▲ $843,806
Total Liabilities and Net Assets / Fund Balance$7,735,699$8,582,082▲ $846,383

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$59,509$46,808$106,317
Equipment$6,363$50,228$56,591
Land$24,000-$24,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$7,028,802$219,922▲ $897,247$25,089$7,799,021
2016$6,650,297$236,706▲ $503,976$12,199$7,028,802
2015$6,338,736$669,902▼ $89,955$18,557$6,650,297
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Danka KleinExecutive DiFT$36,161$36,161

Board Members and Trustees

NameTitle
Richard WorcesterPresident
Aaron WeltyDirector
David BertchDirector
Jason RayDirector
Landon CoyleDirector
Linda CrawfordDirector
Marsha Chambers EldridgeDirector
Nancy BlankDirector
Ted SanfordDirector
Victoria SnyderDirector
Gena HartmanSecretary
Gene SanfordTreasurer
Jennifer YamashiroVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$305,384
Program Service Revenue
$113,006
Investment Income
$446,034
Other Revenue
$8,820
All Other Contributions
$305,384
Change in Net Assets
$325,533

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 Traded2$79,959Avg High/low Date of Gift
Total Noncash Contributions2$79,959-

Audited Revenue Reconciliation

Revenue per Audited Statements
$871,891
Revenue Not Reported on Financial Statements
$1,353
Revenue Not Reported on Form 990
$519,429
Other Revenue Adjustments
$1,353
Total Revenue per Audited Statements
$1,391,320
Total Revenue per Form 990
$873,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$297,291
Other Expenses$185,275
Salaries, Compensation, and Employee Benefits$65,145
Total Fundraising Expense$12,241
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$193,904--$193,904
Fees for Services Management$113,007--$113,007
Grants to Domestic Individuals$103,387--$103,387
Current Officers, Directors, Trustees, and Key Employees$21,697$7,232$7,232$36,161
Fees for Service Investment Mgmnt Fees$29,275--$29,275
Other Salaries and Wages$4,133$18,453$2,276$24,862
Fees for Services Accounting-$8,700-$8,700
Occupancy$4,160$1,124$96$5,380
Depreciation Depletion$3,921$980-$4,901
Payroll Taxes$1,866$1,583$673$4,122
Advertising$4,049--$4,049
Office Expenses$1,326$662$1,326$3,314
Insurance$2,371$593-$2,964
Conferences and Meetings$2,342-$586$2,928
Other Expenses$630$1,565-$630
Travel$210-$52$262
Total Functional Expenses$494,578$40,892$12,241$547,711

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$547,711
Expenses per Audited Statements$547,514
Total Expenses per Audited Statements$547,514
Expenses Not Reported on Financial Statements$197
Other Expense Adjustments$197
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Union County College Corner JointLiberty, INGovEducation Support$40,730
Union County Cancer AssociationLiberty, IN501c3Feel Better Bags$7,000
Union County 4-hLiberty, IN501c3Judges/operations$5,047
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$11,461
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
2018-10-15
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
4
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 -1,353 agency fund expenses 197 total -1,156”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation 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 2014, 2015, and 2016 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 1,353”

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

“AGENCY FUND EXPENSES 197”

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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0294904
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01887930
IRS990/GrossReceiptsAmt02466270
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0593
IRS990/InsuranceGrp/ProgramServicesAmt02371
IRS990/InsuranceGrp/TotalAmt02964
IRS990/InvestmentIncomeGrp/ExclusionAmt0151130
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0151130
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0199993
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06582897
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07416220
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097036
IRS990/LandBldgEquipBasisNetGrp/BOYAmt088532
IRS990/LandBldgEquipBasisNetGrp/EOYAmt089872
IRS990/LandBldgEquipCostOrOtherBssAmt0186908
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01593026
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07675207
IRS990/NetAssetsOrFundBalancesEOYAmt08519013
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0294904
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0294904
IRS990/NetUnrlzdGainsLossesInvstAmt0519429
IRS990/NoncashContributionsAmt079959
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt096
IRS990/OccupancyGrp/ManagementAndGeneralAmt01124
IRS990/OccupancyGrp/ProgramServicesAmt04160
IRS990/OccupancyGrp/TotalAmt05380
IRS990/OfficeExpensesGrp/FundraisingAmt01326
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0662
IRS990/OfficeExpensesGrp/ProgramServicesAmt01326
IRS990/OfficeExpensesGrp/TotalAmt03314
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1156
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc1LILLY INTERN PROJECT
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01565
IRS990/OtherExpensesGrp/ProgramServicesAmt06258
IRS990/OtherExpensesGrp/ProgramServicesAmt12042
IRS990/OtherExpensesGrp/ProgramServicesAmt2630
IRS990/OtherExpensesGrp/TotalAmt07823
IRS990/OtherExpensesGrp/TotalAmt12042
IRS990/OtherExpensesGrp/TotalAmt2630
IRS990/OtherLiabilitiesGrp/BOYAmt010305
IRS990/OtherLiabilitiesGrp/EOYAmt011461
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt08820
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08820
IRS990/OtherRevenueTotalAmt08820
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02276
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018453
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04133
IRS990/OtherSalariesAndWagesGrp/TotalAmt024862
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0673
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01583
IRS990/PayrollTaxesGrp/ProgramServicesAmt01866
IRS990/PayrollTaxesGrp/TotalAmt04122
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01040701
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01160790
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt086
IRS990/PrincipalOfficerNm0DANKA KLEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0113006
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0113006
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0354123
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0340703
IRS990/PYInvestmentIncomeAmt0296459
IRS990/PYOtherExpensesAmt0182867
IRS990/PYOtherRevenueAmt010180
IRS990/PYProgramServiceRevenueAmt0103381
IRS990/PYRevenuesLessExpensesAmt0183453
IRS990/PYSalariesCompEmpBnftPaidAmt057120
IRS990/PYTotalExpensesAmt0580690
IRS990/PYTotalRevenueAmt0764143
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0325533
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0113006
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01054184
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0875997
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 19,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0305384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0354123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0721507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0678784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0260748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02320546
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0151130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0141114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0142410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0140902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0121653
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0697209
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0113006
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08820
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010180
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49650
IRS990ScheduleA/PublicSupportPY170Pct00.47510
IRS990ScheduleA/PublicSupportTotal170Amt01507603
IRS990ScheduleA/SubstantialContributorsTotAmt0812943
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0305384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0354123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0721507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0678784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0260748
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02320546
IRS990ScheduleA/TotalSupportAmt03036755
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.42000
IRS990ScheduleD/BuildingsGrp/BookValueAmt059509
IRS990ScheduleD/BuildingsGrp/DepreciationAmt046808
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0106317
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0110001
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07028802
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0219922
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07799021
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0211860
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0897247
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt025089
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0100869
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06650297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0236706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07028802
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0249109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0503976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt012199
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt098492
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06338736
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0669902
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06650297
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0151337
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-89955
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt018557
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt090394
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05593445
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0681047
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06338736
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0254749
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0431624
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt022237
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt080246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04803447
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0220773
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05593445
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0126384
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0644320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt019606
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt036413
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt040212
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0207200
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,582,082
Liabilities
$63,069
Net assets
$8,519,013
Revenue
$873,244
Expenses
$547,711
Net income
$325,533
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