Civic Intelligence

Union County Foundation Inc.

990 • Fiscal year 2019 • EIN 35-1769294

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

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

28th percentile

0.03x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.30x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

24th percentile

$45,628

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

8.3%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$9,584,714

Up $1,105,599 (+13%) from 2018

Net Assets

Up

$9,269,736

Up $1,272,987 (+16%) from 2018

Liabilities

Down

$314,978

Down $167,388 (-35%) from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin81st percentile

Revenue

Up

$1,039,928

Up $79,558 (+8.3%) from 2018

Expenses

Up

$776,096

Up $246,840 (+47%) from 2018

Net Income

Down

$263,832

Down $167,282 (-39%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2019

Assets$9,584,714
Liabilities$314,978
Net Assets$9,269,736
Open 2019 Filing

Operations Trend

Revenue Growth61st 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

2019

Revenue$1,039,928
Expenses$776,096
Net Income$263,832
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.0
Gross Receipts
$2,674,793
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$6,865,212$8,090,055▲ $1,224,843
Savings and Temporary Cash Investments$1,525,144$1,208,610▼ $316,534
Investments Other Securities-$199,952-
Land, Buildings, and Equipment, Net$84,600$81,845▼ $2,755
Prepaid Expenses and Deferred Charges$4,159$4,252▲ $93
Total Assets$8,479,115$9,584,714▲ $1,105,599
Liabilities
Deferred Revenue$445,277$292,390▼ $152,887
Other Liabilities$10,657$12,520▲ $1,863
Grants Payable$24,500$7,750▼ $16,750
Accounts Payable and Accrued Expenses$1,932$2,318▲ $386
Total Liabilities$482,366$314,978▼ $167,388
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,559,694$8,784,215▲ $1,224,521
Net Assets Without Donor Restrictions$437,055$485,521▲ $48,466
Total Net Assets Fund Balance$7,996,749$9,269,736▲ $1,272,987
Total Liabilities and Net Assets / Fund Balance$8,479,115$9,584,714▲ $1,105,599

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$52,225$54,092$106,317
Equipment$5,620$49,065$54,685
Land$24,000-$24,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,148,951$145,513▲ $1,304,718$53,463$8,231,671
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
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Danka KleinExecutive DiFT$45,628$45,628

Board Members and Trustees

NameTitle
Richard WorcesterPresident
Aaron WeltyDirector
Amy TownsendDirector
David BertchDirector
Gena HartmanDirector
Landon CoyleDirector
Marsha Chambers EldridgeDirector
Ted SanfordDirector
Victoria SnyderDirector
Rebekah KeaslingSecretary
Gene SanfordTreasurer
Jennifer YamashiroVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$443,888
Program Service Revenue
$119,814
Investment Income
$465,248
Other Revenue
$10,978
All Other Contributions
$443,888
Change in Net Assets
$263,832

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,009,987
Revenue Not Reported on Financial Statements
$29,941
Revenue Not Reported on Form 990
$1,011,018
Other Revenue Adjustments
$1,896
Total Revenue per Audited Statements
$2,021,005
Total Revenue per Form 990
$1,039,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$493,185
Other Expenses$199,048
Salaries, Compensation, and Employee Benefits$83,863
Total Fundraising Expense$33,856
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$378,807--$378,807
Fees for Services Management$119,667--$119,667
Grants to Domestic Individuals$114,378--$114,378
Current Officers, Directors, Trustees, and Key Employees$11,652$17,108$16,868$45,628
Other Salaries and Wages$8,446$12,400$12,227$33,073
Fees for Service Investment Mgmnt Fees$28,045--$28,045
Fees for Services Accounting-$13,025-$13,025
Occupancy$4,437$1,214$120$5,771
Depreciation Depletion$4,440$1,110-$5,550
Office Expenses$2,099$1,050$2,099$5,248
Payroll Taxes$1,382$2,060$1,720$5,162
Advertising$4,274--$4,274
Conferences and Meetings$2,922-$731$3,653
Insurance$2,318$579-$2,897
Travel$365-$91$456
Other Expenses$442$2,004-$442
Total Functional Expenses$691,690$50,550$33,856$776,096

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$776,096
Expenses per Audited Statements$748,018
Total Expenses per Audited Statements$748,018
Expenses Not Reported on Financial Statements$28,078
Other Expense Adjustments$33
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trustees of the Union County ParksLiberty, INGovLand Purchase$164,900
Union County High SchoolLiberty, IN501c3World Travel Program$46,243
St Andrew Catholic ChurchRichmond, IN501c3Support$19,802
Union County Cancer AssociationLiberty, IN501c3Operating Support$15,000
ST MICHAEL'S CHURCHBrookville, IN501c3Support$12,352
Free and Accepted Masons of IndianaLiberty, IN501c10Purchase New Hall$10,000
Liberty Elementary SchoolLiberty, IN501c3Programs$9,862
Union County Public LibraryLiberty, IN501c3Security Cameras$8,152
Union County Board of HealthLiberty, INGovTreatment Programs$5,596
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$12,520
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 35% controlled entity
No
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
2020-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Worcester
Formed
1989
Legal Domicile
In
Voting Board Members
13
Independent Board Members
12
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 -1,896 agency fund expenses 33 total -1,863”

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 2016, 2017, and 2018 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 1,896”

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

“AGENCY FUND EXPENSES 33”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DI
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IRS990/FormationYr01989
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01799374
IRS990/GrossReceiptsAmt02674793
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IRS990/IncludeFIN48FootnoteInd0true
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IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0579
IRS990/InsuranceGrp/ProgramServicesAmt02318
IRS990/InsuranceGrp/TotalAmt02897
IRS990/InvestmentIncomeGrp/ExclusionAmt0300739
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0300739
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0199952
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06865212
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08090055
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt084600
IRS990/LandBldgEquipBasisNetGrp/EOYAmt081845
IRS990/LandBldgEquipCostOrOtherBssAmt0185002
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01634865
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/NetAssetsOrFundBalancesBOYAmt07996749
IRS990/NetAssetsOrFundBalancesEOYAmt09269736
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IRS990/NetUnrlzdGainsLossesInvstAmt01011018
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0437055
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IRS990/OccupancyGrp/FundraisingAmt0120
IRS990/OccupancyGrp/ManagementAndGeneralAmt01214
IRS990/OccupancyGrp/ProgramServicesAmt04437
IRS990/OccupancyGrp/TotalAmt05771
IRS990/OfficeExpensesGrp/FundraisingAmt02099
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01050
IRS990/OfficeExpensesGrp/ProgramServicesAmt02099
IRS990/OfficeExpensesGrp/TotalAmt05248
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1863
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02004
IRS990/OtherExpensesGrp/ProgramServicesAmt08016
IRS990/OtherExpensesGrp/ProgramServicesAmt1442
IRS990/OtherExpensesGrp/TotalAmt010020
IRS990/OtherExpensesGrp/TotalAmt1442
IRS990/OtherLiabilitiesGrp/BOYAmt010657
IRS990/OtherLiabilitiesGrp/EOYAmt012520
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt010978
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010978
IRS990/OtherRevenueTotalAmt010978
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012227
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012400
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08446
IRS990/OtherSalariesAndWagesGrp/TotalAmt033073
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01720
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02060
IRS990/PayrollTaxesGrp/ProgramServicesAmt01382
IRS990/PayrollTaxesGrp/TotalAmt05162
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04159
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04252
IRS990/PrincipalOfficerNm0RICHARD WORCESTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0119814
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0119814
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0296440
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0268452
IRS990/PYInvestmentIncomeAmt0540568
IRS990/PYOtherExpensesAmt0183430
IRS990/PYOtherRevenueAmt08136
IRS990/PYProgramServiceRevenueAmt0115226
IRS990/PYRevenuesLessExpensesAmt0431114
IRS990/PYSalariesCompEmpBnftPaidAmt077374
IRS990/PYTotalExpensesAmt0529256
IRS990/PYTotalRevenueAmt0960370
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0263832
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0119814
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01525144
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01208610
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 27,136
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0443888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0296440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0305384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0354123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0721507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02121342
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0300739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0308475
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0151130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0141114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0142410
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01043868
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0348046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt010978
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08136
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt08820
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010180
IRS990ScheduleA/OtherIncome170Grp/TotalAmt038114
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52860
IRS990ScheduleA/PublicSupportPY170Pct00.48510
IRS990ScheduleA/PublicSupportTotal170Amt01693369
IRS990ScheduleA/SubstantialContributorsTotAmt0427973
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0443888
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0296440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0305384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0354123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0721507
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02121342
IRS990ScheduleA/TotalSupportAmt03203324
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/BoardDesignatedBalanceEOYPct00.01000
IRS990ScheduleD/BuildingsGrp/BookValueAmt052225
IRS990ScheduleD/BuildingsGrp/DepreciationAmt054092
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0106317
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0116634
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07148951
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0145513
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08231671
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0197414
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01304718
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt053463
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0112042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07799021
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0138092
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07148951
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0159661
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-395198
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0121261
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0110001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07028802
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0219922
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07799021
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0211860
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0897247
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt025089
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0100869
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06650297
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0236706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07028802
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0249109
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0503976
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt012199
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt098492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06338736
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0669902
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06650297
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0151337
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-89955
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt018557
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt037500

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,584,714
Liabilities
$314,978
Net assets
$9,269,736
Revenue
$1,039,928
Expenses
$776,096
Net income
$263,832
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