Civic Intelligence

Union County Foundation Inc.

990 • Fiscal year 2023 • EIN 35-1769294

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

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

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.05x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

54th percentile

5.6%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

58th percentile

8.6%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$11,084,351

Up $878,834 (+8.6%) from 2022

Net Assets

Up

$11,023,667

Up $837,180 (+8.2%) from 2022

Liabilities

Up

$60,684

Up $41,654 (+219%) from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin54th percentile

Revenue

Up

$1,215,197

Up $301,842 (+33%) from 2022

Expenses

Up

$1,147,508

Up $478,282 (+71%) from 2022

Net Income

Down

$67,689

Down $176,440 (-72%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$11,084,351
Liabilities$60,684
Net Assets$11,023,667
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$1,215,197
Expenses$1,147,508
Net Income$67,689
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.0
Gross Receipts
$2,723,677
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$8,211,838$9,380,119▲ $1,168,281
Savings and Temporary Cash Investments$1,392,742$774,413▼ $618,329
Land, Buildings, and Equipment, Net$597,254$616,566▲ $19,312
Investments Other Securities-$294,741-
Accounts Receivable-$13,137-
Prepaid Expenses and Deferred Charges$3,683$5,375▲ $1,692
Total Assets$10,205,517$11,084,351▲ $878,834
Liabilities
Grants Payable-$27,650-
Accounts Payable and Accrued Expenses$5,352$17,661▲ $12,309
Other Liabilities$13,678$15,373▲ $1,695
Total Liabilities$19,030$60,684▲ $41,654
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,322,332$10,155,640▲ $833,308
Net Assets Without Donor Restrictions$864,155$868,027▲ $3,872
Total Net Assets Fund Balance$10,186,487$11,023,667▲ $837,180
Total Liabilities and Net Assets / Fund Balance$10,205,517$11,084,351▲ $878,834

Asset Categories

AssetBook ValueDepreciationBasis
Land$347,123-$347,123
Buildings$259,591$83,641$343,232
Equipment$9,852$54,233$64,085

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$8,636,643$463,427▲ $1,150,562$32,465$9,559,902
2022$9,991,686$133,623▼ $1,143,663$38,361$8,636,643
2021$8,734,804$399,833▲ $1,180,104-$9,991,686
2020$8,231,671$276,024▲ $820,400$299,866$8,734,804
2019$7,148,951$145,513▲ $1,304,718$53,463$8,231,671
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Richard WorcesterPresident
Amy TownsendDirector
Gena HartmanDirector
Marsha EldridgeDirector
Michael RogersDirector
Michael SweetDirector
Victoria SnyderDirector
Olivia ChewningExecutive Di
Rebecka Sayne-meyerSecretary
Ted SanfordTreasurer
Aaron WeltyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$599,030
Program Service Revenue
$164,332
Investment Income
$451,509
Other Revenue
$326
All Other Contributions
$599,030
Change in Net Assets
$67,689

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,188,139
Revenue Not Reported on Financial Statements
$27,058
Revenue Not Reported on Form 990
$771,186
Other Revenue Adjustments
$1,950
Total Revenue per Audited Statements
$1,959,325
Total Revenue per Form 990
$1,215,197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$738,075
Other Expenses$301,016
Salaries, Compensation, and Employee Benefits$108,417
Total Fundraising Expense$53,281
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$638,075--$638,075
Fees for Services Management$164,332--$164,332
Other Salaries and Wages$24,556$35,597$39,946$100,099
Grants to Domestic Individuals$100,000--$100,000
Fees for Services Accounting-$39,475-$39,475
Fees for Service Investment Mgmnt Fees$25,108--$25,108
Information Technology$13,904$3,476-$17,380
Depreciation Depletion$9,758$2,440-$12,198
Occupancy$7,431$1,928$80$9,439
Payroll Taxes$1,997$2,875$3,446$8,318
Advertising$509-$6,500$7,009
Office Expenses$2,515$1,258$2,515$6,288
Insurance$4,979$1,245-$6,224
Conferences and Meetings$1,881-$470$2,351
Travel$1,294-$324$1,618
Other Expenses$575$1,804-$575
Total Functional Expenses$1,004,129$90,098$53,281$1,147,508

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,147,508
Expenses per Audited Statements$1,122,145
Total Expenses per Audited Statements$1,122,145
Expenses Not Reported on Financial Statements$25,363
Other Expense Adjustments$255
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Union County Public LibraryLiberty, IN501c3Education Programs$112,600
West College Corner Volunteer FireWest College Corner, IN501c4General Support$100,000
Town of West College Corner IndianaWest College Corner, INGovYouth Development$70,000
The Junction IncWest College Corner, IN501c3General Support$41,850
Ivy Tech FoundationRichmond, IN501c3Educational$40,000
College Corner Community ClubWest College Corner, IN501c3General Support$33,468
Union County High SchoolLiberty, IN501c3Education Programs$31,684
St Andrew Catholic ChurchRichmond, IN501c3Support$21,432
Union County Parks BoardRichmond, IN501c6Amphitheater$15,000
ST MICHAEL'S CHURCHBrookville, IN501c3Support$13,372
Liberty Lions ClubLiberty, IN501c3General Support$10,000
Union County 4-h AssociationLiberty, IN501c3Program Support$7,153
Liberty Elementary SchoolLiberty, INGovEducation Programs$6,208
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$15,373
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Olivia Chewning
Title
Executive Director
Phone
7654587664
Signed
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Worcester
Formed
1989
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
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, Page 2, Part III, Line 4D

“N/A”

Form 990, Part XI, Line 9

“Agency fund revenue -1,950 agency fund expenses 255 total -1,695”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment funds are used for grants and scholarships to benefit the residents of union county.”

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 2020, 2021, and 2022 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 1,950”

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

“AGENCY FUND EXPENSES 255”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InformationTechnologyGrp/TotalAmt017380
IRS990/InsuranceGrp/ManagementAndGeneralAmt01245
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0616566
IRS990/LandBldgEquipCostOrOtherBssAmt0754440
IRS990/LegalDomicileStateCd0IN
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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
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IRS990/NetUnrlzdGainsLossesInvstAmt0771186
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0864155
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0868027
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt080
IRS990/OccupancyGrp/ManagementAndGeneralAmt01928
IRS990/OccupancyGrp/ProgramServicesAmt07431
IRS990/OccupancyGrp/TotalAmt09439
IRS990/OfficeExpensesGrp/FundraisingAmt02515
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01258
IRS990/OfficeExpensesGrp/ProgramServicesAmt02515
IRS990/OfficeExpensesGrp/TotalAmt06288
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1695
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01804
IRS990/OtherExpensesGrp/ProgramServicesAmt07215
IRS990/OtherExpensesGrp/ProgramServicesAmt1575
IRS990/OtherExpensesGrp/TotalAmt09019
IRS990/OtherExpensesGrp/TotalAmt1575
IRS990/OtherLiabilitiesGrp/BOYAmt013678
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0326
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IRS990/OtherRevenueTotalAmt0326
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039946
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035597
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt024556
IRS990/OtherSalariesAndWagesGrp/TotalAmt0100099
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03446
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02875
IRS990/PayrollTaxesGrp/ProgramServicesAmt01997
IRS990/PayrollTaxesGrp/TotalAmt08318
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03683
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05375
IRS990/PrincipalOfficerNm0RICHARD WORCESTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0164332
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0164332
IRS990/ProgSrvcAccomActyOtherGrp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0289394
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0291874
IRS990/PYInvestmentIncomeAmt0496645
IRS990/PYOtherExpensesAmt0259384
IRS990/PYProgramServiceRevenueAmt0127316
IRS990/PYRevenuesLessExpensesAmt0244129
IRS990/PYSalariesCompEmpBnftPaidAmt0117968
IRS990/PYTotalExpensesAmt0669226
IRS990/PYTotalRevenueAmt0913355
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt067689
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0164332
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01392742
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0774413
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 10,978
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0599030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0289394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0454614
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0434459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0443888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02221385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0377707
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0354386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0501118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0237584
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0300739
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01771534
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0671052
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0164658
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt010978
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0175636
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46830
IRS990ScheduleA/PublicSupportPY170Pct00.43300
IRS990ScheduleA/PublicSupportTotal170Amt01952169
IRS990ScheduleA/SubstantialContributorsTotAmt0269216
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0599030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0289394
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0454614
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0434459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0443888
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02221385
IRS990ScheduleA/TotalSupportAmt04168555
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/BoardDesignatedBalanceEOYPct00.01250
IRS990ScheduleD/BuildingsGrp/BookValueAmt0259591
IRS990ScheduleD/BuildingsGrp/DepreciationAmt083641
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0343232
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0162905
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08636643
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0463427
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09559902
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0495360
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01150562
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt032465
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0126248
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09991686
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0133623
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08636643
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0180394
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1143663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt038361
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0140756
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08734804
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0399833
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09991686
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0182299
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01180104
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0115199
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08231671
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0276024
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08734804
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0178226
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0820400
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0299866
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0116634
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07148951
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0145513
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08231671
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0197414
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01304718
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt053463
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt08000
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt034590
IRS990ScheduleD/DonorAdvisedFundsHeldCnt05
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0312556
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09852
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054233
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064085
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt025363
IRS990ScheduleD/ExpensesSubtotalAmt01122145
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt025108
IRS990ScheduleD/InvestmentExpensesNotIncldAmt025108
IRS990ScheduleD/LandGrp/BookValueAmt0347123
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0347123
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0771186
IRS990ScheduleD/OtherExpensesNotIncludedAmt0255
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015373

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,084,351
Liabilities
$60,684
Net assets
$11,023,667
Revenue
$1,215,197
Expenses
$1,147,508
Net income
$67,689
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