Civic Intelligence

Union County Foundation Inc.

990 • Fiscal year 2018 • EIN 35-1769294

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 03, 2019

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

34th percentile

0.06x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.50x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$44,297

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

37th percentile

-1.2%

Faster asset growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

10.0%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$8,479,115

Down $102,967 (-1.2%) from 2017

Net Assets

Down

$7,996,749

Down $522,264 (-6.1%) from 2017

Liabilities

Up

$482,366

Up $419,297 (+665%) from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin89th percentile

Revenue

Up

$960,370

Up $87,126 (+10.0%) from 2017

Expenses

Down

$529,256

Down $18,455 (-3.4%) from 2017

Net Income

Up

$431,114

Up $105,581 (+32%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2018

Assets$8,479,115
Liabilities$482,366
Net Assets$7,996,749
Open 2018 Filing

Operations Trend

Revenue Growth64th 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

2018

Revenue$960,370
Expenses$529,256
Net Income$431,114
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 3, 2019
Return Version
2018v3.1
Gross Receipts
$2,795,844
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$7,416,220$6,865,212▼ $551,008
Savings and Temporary Cash Investments$875,997$1,525,144▲ $649,147
Investments Other Securities$199,993--
Land, Buildings, and Equipment, Net$89,872$84,600▼ $5,272
Prepaid Expenses and Deferred Charges-$4,159-
Total Assets$8,582,082$8,479,115▼ $102,967
Liabilities
Deferred Revenue-$445,277-
Grants Payable$49,853$24,500▼ $25,353
Other Liabilities$11,461$10,657▼ $804
Accounts Payable and Accrued Expenses$1,755$1,932▲ $177
Total Liabilities$63,069$482,366▲ $419,297
Net Assets / Fund Balance
Permanently Rstr Net Assets$8,144,637$7,559,694▼ $584,943
Unrestricted Net Assets$374,376$437,055▲ $62,679
Total Net Assets Fund Balance$8,519,013$7,996,749▼ $522,264
Total Liabilities and Net Assets / Fund Balance$8,582,082$8,479,115▼ $102,967

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$55,867$50,450$106,317
Equipment$4,733$47,156$51,889
Land$24,000-$24,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$7,799,021$138,092▼ $395,198$121,261$7,148,951
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
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Danka KleinExecutive DiFT$44,297$44,297

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$296,440
Program Service Revenue
$115,226
Investment Income
$540,568
Other Revenue
$8,136
All Other Contributions
$296,440
Change in Net Assets
$431,114

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 Traded1$31,509Avg High/low Date of Gift
Total Noncash Contributions1$31,509-

Audited Revenue Reconciliation

Revenue per Audited Statements
$931,418
Revenue Not Reported on Financial Statements
$28,952
Revenue Not Reported on Form 990
$-954,182
Other Revenue Adjustments
$-771
Total Revenue per Audited Statements
$-22,764
Total Revenue per Form 990
$960,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$268,452
Other Expenses$183,430
Salaries, Compensation, and Employee Benefits$77,374
Total Fundraising Expense$33,964
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$172,659--$172,659
Fees for Services Management$115,058--$115,058
Grants to Domestic Individuals$95,793--$95,793
Current Officers, Directors, Trustees, and Key Employees$10,685$15,404$18,208$44,297
Fees for Service Investment Mgmnt Fees$29,756--$29,756
Other Salaries and Wages$6,763$9,749$11,525$28,037
Fees for Services Accounting-$11,143-$11,143
Occupancy$4,442$1,174$72$5,688
Depreciation Depletion$4,218$1,054-$5,272
Payroll Taxes$1,245$1,811$1,984$5,040
Office Expenses$1,774$887$1,774$4,435
Advertising$2,640--$2,640
Insurance$1,486$371-$1,857
Conferences and Meetings$1,437-$359$1,796
Travel$169-$42$211
Other Expenses$80$1,011-$80
Total Functional Expenses$452,688$42,604$33,964$529,256

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$529,256
Expenses per Audited Statements$499,500
Total Expenses per Audited Statements$499,500
Expenses Not Reported on Financial Statements$29,756
Other Expense Adjustments$33
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Union County College Corner JointLiberty, INGovEducation Support$45,683
St Andrew Catholic ChurchRichmond, IN501c3Support$19,912
ST MICHAEL'S CHURCHBrookville, IN501c3Support$12,417
Union County Public LibraryLiberty, IN501c3Operating Support$7,509
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$10,657
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
2019-10-03
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
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 771 agency fund expenses 33 total 804”

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 2015, 2016, and 2017 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 -771”

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

“AGENCY FUND EXPENSES 33”

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IRS990/GamingActivitiesInd0false
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IRS990/GrantsPayableGrp/BOYAmt049853
IRS990/GrantsPayableGrp/EOYAmt024500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt095793
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0172659
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0172659
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02067567
IRS990/GrossReceiptsAmt02795844
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0371
IRS990/InsuranceGrp/ProgramServicesAmt01486
IRS990/InsuranceGrp/TotalAmt01857
IRS990/InvestmentIncomeGrp/ExclusionAmt0308475
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0308475
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0199993
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07416220
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06865212
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097606
IRS990/LandBldgEquipBasisNetGrp/BOYAmt089872
IRS990/LandBldgEquipBasisNetGrp/EOYAmt084600
IRS990/LandBldgEquipCostOrOtherBssAmt0182206
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01835474
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/NetAssetsOrFundBalancesBOYAmt08519013
IRS990/NetAssetsOrFundBalancesEOYAmt07996749
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0232093
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0232093
IRS990/NetUnrlzdGainsLossesInvstAmt0-954182
IRS990/NoncashContributionsAmt031509
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt072
IRS990/OccupancyGrp/ManagementAndGeneralAmt01174
IRS990/OccupancyGrp/ProgramServicesAmt04442
IRS990/OccupancyGrp/TotalAmt05688
IRS990/OfficeExpensesGrp/FundraisingAmt01774
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0887
IRS990/OfficeExpensesGrp/ProgramServicesAmt01774
IRS990/OfficeExpensesGrp/TotalAmt04435
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0804
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc2LILLY INTERN PROJECT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01011
IRS990/OtherExpensesGrp/ProgramServicesAmt04041
IRS990/OtherExpensesGrp/ProgramServicesAmt1442
IRS990/OtherExpensesGrp/ProgramServicesAmt280
IRS990/OtherExpensesGrp/TotalAmt05052
IRS990/OtherExpensesGrp/TotalAmt1442
IRS990/OtherExpensesGrp/TotalAmt280
IRS990/OtherLiabilitiesGrp/BOYAmt011461
IRS990/OtherLiabilitiesGrp/EOYAmt010657
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt08136
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08136
IRS990/OtherRevenueTotalAmt08136
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011525
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09749
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06763
IRS990/OtherSalariesAndWagesGrp/TotalAmt028037
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01984
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01811
IRS990/PayrollTaxesGrp/ProgramServicesAmt01245
IRS990/PayrollTaxesGrp/TotalAmt05040
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08144637
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07559694
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04159
IRS990/PrincipalOfficerNm0DANKA KLEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0115226
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0115226
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0305384
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0297291
IRS990/PYInvestmentIncomeAmt0446034
IRS990/PYOtherExpensesAmt0185275
IRS990/PYOtherRevenueAmt08820
IRS990/PYProgramServiceRevenueAmt0113006
IRS990/PYRevenuesLessExpensesAmt0325533
IRS990/PYSalariesCompEmpBnftPaidAmt065145
IRS990/PYTotalExpensesAmt0547711
IRS990/PYTotalRevenueAmt0873244
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0431114
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0115226
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0875997
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01525144
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 19,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0296440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0305384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0354123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0721507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0678784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02356238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0308475
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0151130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0141114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0142410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0140902
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0884031
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0228232
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08136
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08820
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt010180
IRS990ScheduleA/OtherIncome170Grp/TotalAmt027136
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48510
IRS990ScheduleA/PublicSupportPY170Pct00.49650
IRS990ScheduleA/PublicSupportTotal170Amt01585153
IRS990ScheduleA/SubstantialContributorsTotAmt0771085
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0296440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0305384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0354123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0721507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0678784
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02356238
IRS990ScheduleA/TotalSupportAmt03267405
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02000
IRS990ScheduleD/BuildingsGrp/BookValueAmt055867
IRS990ScheduleD/BuildingsGrp/DepreciationAmt050450
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0106317
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0112042
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07799021
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0138092
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07148951
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0159661
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-395198
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0121261
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0110001
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07028802
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0219922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07799021
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0211860
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0897247
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025089
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0100869
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06650297
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0236706
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07028802
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0249109
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0503976
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt012199
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt098492
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06338736
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0669902
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06650297
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0151337
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-89955
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt018557
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt090394
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05593445
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0681047
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06338736
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0254749
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0431624
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt022237
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt072200
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt067736
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0203234
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04733
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047156
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt051889
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt029756
IRS990ScheduleD/ExpensesSubtotalAmt0499500

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,479,115
Liabilities
$482,366
Net assets
$7,996,749
Revenue
$960,370
Expenses
$529,256
Net income
$431,114
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