Civic Intelligence

South Madison Community Foundation Inc.

990 • Fiscal year 2015 • EIN 35-1839759

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 31, 2016

Organization ProfileWWW.SOUTHMADISONFOUNDATION.ORG
233 South Main StreetPendleton, IN 46064

(765) 778-8444

Siviq Scores

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

Liabilities / Assets

27th percentile

0.04x

Higher debt load relative to assets than 27% of similar nonprofits.

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

Liabilities / Revenue

51st percentile

0.19x

Higher debt load relative to revenue than 51% of similar nonprofits.

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

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

23rd percentile

$47,865

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

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

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

49th percentile

3.3%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$8,426,725

Up $1,073,627 (+15%) from 2014

Net Assets

Up

$8,114,513

Up $771,960 (+11%) from 2014

Liabilities

Up

$312,212

Up $301,667 (+2861%) from 2014

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin94th percentile

Revenue

Up

$1,614,485

Up $52,218 (+3.3%) from 2014

Expenses

Up

$584,775

Up $200,622 (+52%) from 2014

Net Income

Down

$1,029,710

Down $148,404 (-13%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $5,820,573Liabilities 2011: $371,157Net Assets 2011: $5,449,4162011Assets 2012: $5,699,169Liabilities 2012: $328,937Net Assets 2012: $5,370,2322012Assets 2013: $6,246,732Liabilities 2013: $82,293Net Assets 2013: $6,164,4392013Assets 2014: $7,353,098Liabilities 2014: $10,545Net Assets 2014: $7,342,5532014Assets 2015: $8,426,725Liabilities 2015: $312,212Net Assets 2015: $8,114,5132015Assets 2016: $8,779,819Liabilities 2016: $217,823Net Assets 2016: $8,561,9962016Assets 2017: $9,405,836Liabilities 2017: $235,800Net Assets 2017: $9,170,0362017Assets 2018: $9,877,977Liabilities 2018: $220,377Net Assets 2018: $9,657,6002018Assets 2019: $10,870,374Liabilities 2019: $267,838Net Assets 2019: $10,602,5362019Assets 2020: $10,611,123Liabilities 2020: $244,289Net Assets 2020: $10,366,8342020Assets 2022: $11,113,850Liabilities 2022: $230,337Net Assets 2022: $10,883,5132022Assets 2023: $12,426,184Liabilities 2023: $253,482Net Assets 2023: $12,172,7022023Assets 2025: $15,247,826Liabilities 2025: $269,547Net Assets 2025: $14,978,2792025

Highlighted filing

2015

Assets$8,426,725
Liabilities$312,212
Net Assets$8,114,513
Open 2015 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $326,7882011Expenses 2012: $298,3572012Expenses 2013: $72,0432013Revenue 2014: $1,562,267Expenses 2014: $384,153Net Income 2014: $1,178,1142014Revenue 2015: $1,614,485Expenses 2015: $584,775Net Income 2015: $1,029,7102015Revenue 2016: $1,031,548Expenses 2016: $648,638Net Income 2016: $382,9102016Revenue 2017: $639,785Expenses 2017: $596,491Net Income 2017: $43,2942017Revenue 2018: $798,672Expenses 2018: $607,241Net Income 2018: $191,4312018Revenue 2019: $1,138,515Expenses 2019: $609,204Net Income 2019: $529,3112019Revenue 2020: $910,405Expenses 2020: $897,509Net Income 2020: $12,8962020Revenue 2022: $1,191,494Expenses 2022: $1,374,583Net Income 2022: -$183,0892022Revenue 2023: $1,237,464Expenses 2023: $792,431Net Income 2023: $445,0332023Revenue 2025: $987,039Expenses 2025: $962,832Net Income 2025: $24,2072025

Highlighted filing

2015

Revenue$1,614,485
Expenses$584,775
Net Income$1,029,710
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 31, 2016
Return Version
2014v6.0
Gross Receipts
$3,973,535
Mission and Program Overview

Mission

Producing positive change and lasting impact, and enhancing the quality of life for the residents of the south madison county community by attracting charitable gifts and making philanthropic gifts in response to community needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,690,006$6,703,102▲ $13,096
Savings and Temporary Cash Investments$5,464$1,394,912▲ $1,389,448
Land, Buildings, and Equipment, Net$536,511$201,340▼ $335,171
Prepaid Expenses and Deferred Charges$105$105→ $0
Total Assets$7,353,098$8,426,725▲ $1,073,627
Other Assets Total$121,012$127,266▲ $6,254
Liabilities
Deferred Revenue-$125,090-
Escrow Account Liability-$107,245-
Grants Payable$8,823$67,350▲ $58,527
Other Liabilities$1,392$10,520▲ $9,128
Accounts Payable and Accrued Expenses$330$2,007▲ $1,677
Total Liabilities$10,545$312,212▲ $301,667
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,749,003$7,389,730▲ $640,727
Temporarily Rstr Net Assets$89,808$1,155,529▲ $1,065,721
Unrestricted Net Assets$503,742$-430,746▼ $934,488
Total Net Assets Fund Balance$7,342,553$8,114,513▲ $771,960
Total Liabilities and Net Assets / Fund Balance$7,353,098$8,426,725▲ $1,073,627

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$171,340$77,746$249,086
Land$30,000-$30,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$6,425,148$2,338,589▲ $160,620-$6,997,972
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa FloydExecutive DiFT$47,865$47,865

Board Members and Trustees

NameTitle
Andrew HathewayPresident
Christi KincadeDirector
Jim CoyleDirector
Jim MyersDirector
Kathi MeyerDirector
Leslie TaylorDirector
Rob PorterDirector
Steve BillDirector
Elise SmithSecretary
Brad HendersonTreasurer
Rosilyn UptonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,143,273
Program Service Revenue
$0
Investment Income
$-625,931
Other Revenue
$97,143
All Other Contributions
$2,143,273
Change in Net Assets
$1,029,710

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Closely Held Stock1$1,585,267
Securities Publicly Traded1$160,110
Total Noncash Contributions2$1,745,377

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,614,485
Revenue Not Reported on Form 990
$-111,441
Total Revenue per Audited Statements
$1,503,044
Total Revenue per Form 990
$1,614,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$323,295
Other Expenses$170,712
Salaries, Compensation, and Employee Benefits$90,768
Total Fundraising Expense$47,820
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$250,961--$250,961
Fees for Service Investment Mgmnt Fees$106,265$18,137-$124,402
Grants to Domestic Individuals$72,334--$72,334
Current Officers, Directors, Trustees, and Key Employees$9,573$21,539$16,753$47,865
Other Salaries and Wages$6,915$15,559$12,101$34,575
Office Expenses$3,567$5,350$2,972$11,889
Depreciation Depletion$2,227$3,339$1,856$7,422
Payroll Taxes$1,369$3,082$2,396$6,847
Occupancy$1,131$2,545$1,979$5,655
Other Expenses$1,356$2,034$1,130$4,520
Fees for Services Accounting$1,340$2,009$1,116$4,465
Advertising$1,025$1,538$855$3,418
Insurance$601$1,352$1,052$3,005
Other Employee Benefits$296$667$518$1,481
Conferences and Meetings$338$506$281$1,125
Total Functional Expenses$459,298$77,657$47,820$584,775

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$584,775
Total Expenses per Audited Statements$584,775
Total Expenses per Form 990$584,775
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchPendleton, IN-CHILDREN'S FUND$31,721
Vive Exterior DesignFishers, IN-Landscaping$25,586
South Madison School CorpPendleton, IN-Teacher Mini-grants$10,497
Pendleton Artists SocietyPendleton, IN-Ohop Grant$10,000
Ivy Tech FoundationMunci, IN-Berkebile Fund$8,000
Cathedral High SchoolIndianapolis, IN-Caterson Fund$6,791
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
Custodial Accounts$10,521
Rounding-
Accrued Payroll & Related Tax$-1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

“A draft copy of the form 990 is provided to the members of the board of directors prior to filing with the internal revenue service. It is reviewed for accuracy and if any potential discrepancies are noted, they direct them to the board president and treasurer. They, when satisfied with any potential changes or adjustments, authorize the submission (filing) of the form by the executive director.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest statements are signed annually by all board members and staff, and board members are required to abstain from voting on any issues in which they have or may appear to have a conflict of interest.”

Form 990, Page 6, Part VI, Line 15A

“YES”

Form 990, Page 6, Part VI, Line 15B

“YES”

Form 990, Page 6, Part VI, Line 19

“Form 990, the audited financial statements, governing documents, and conflict of interest policy are available upon request to be reviewed at the south madison community foundation office, located at 233 s. Main st., pendleton, in 46064.”

Filing and Contact Details

Filer

Filer Name
South Madison Community Foundation
EIN
35-1839759
Address
233 SOUTH MAIN STREET, PENDLETON, IN 46064

Signing Officer

Name
Lisa Floyd
Title
Executive Director
Signed
2016-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Floyd
Formed
1991
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Firm
Stewart Peck Hueston & Thomas LLC
Address
PO BOX 1220, ANDERSON, IN 46015-1220
Preparer
Richard E Hueston CPA
Phone
7656448888
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Producing positive change and lasting impact, and enhancing the quality of life for the residents of the south madison county community by attracting charitable gifts and making philanthropic gifts in response to community needs.”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 1B

“In accordance with fasb asc-958-20-15, the foundation reports contributions as a liability when third party organizations transfer these assets to the foundation and specify themselves, or their affiliates, as the beneficiary.”

Schedule D, Page 2, Part IV, Line 2B

“In accordance with fasb asc-958-20-15, the foundation reports contributions as a liability when third party organizations transfer these assets to the foundation and specify themselves, or their affiliates, as the beneficiary.”

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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRODUCING POSITIVE CHANGE AND LASTING IMPACT, AND ENHANCING THE QUALITY OF LIFE FOR THE RESIDENTS OF THE SOUTH MADISON COUNTY COMMUNITY BY ATTRACTING CHARITABLE GIFTS AND MAKING PHILANTHROPIC GIFTS IN RESPONSE TO COMMUNITY NEEDS.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-793295
IRS990/NetUnrlzdGainsLossesInvstAmt0-111441
IRS990/NoncashContributionsAmt01745377
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IRS990/OccupancyGrp/ManagementAndGeneralAmt02545
IRS990/OccupancyGrp/ProgramServicesAmt01131
IRS990/OccupancyGrp/TotalAmt05655
IRS990/OfficeExpensesGrp/FundraisingAmt02972
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05350
IRS990/OfficeExpensesGrp/ProgramServicesAmt03567
IRS990/OfficeExpensesGrp/TotalAmt011889
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0121012
IRS990/OtherAssetsTotalGrp/EOYAmt0127266
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0518
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0667
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0296
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01481
IRS990/OtherExpensesGrp/Desc0DONOR DEVELOPMENT - F/R
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES -
IRS990/OtherExpensesGrp/FundraisingAmt04811
IRS990/OtherExpensesGrp/FundraisingAmt11130
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IRS990/OtherExpensesGrp/ProgramServicesAmt01356
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IRS990/OtherExpensesGrp/TotalAmt14520
IRS990/OtherLiabilitiesGrp/BOYAmt01392
IRS990/OtherLiabilitiesGrp/EOYAmt010520
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATION FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc2CHANGE IN PV OF REMAINDER TRU
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0107658
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14460
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2-14975
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0107658
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14460
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-14975
IRS990/OtherRevenueTotalAmt097143
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012101
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015559
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06915
IRS990/OtherSalariesAndWagesGrp/TotalAmt034575
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02396
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03082
IRS990/PayrollTaxesGrp/ProgramServicesAmt01369
IRS990/PayrollTaxesGrp/TotalAmt06847
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06749003
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07389730
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0105
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0105
IRS990/PrincipalOfficerNm0LISA FLOYD
IRS990/PriorPeriodAdjustmentsAmt0-146309
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0684955
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0234716
IRS990/PYInvestmentIncomeAmt0860477
IRS990/PYOtherExpensesAmt062834
IRS990/PYOtherRevenueAmt016835
IRS990/PYRevenuesLessExpensesAmt01178114
IRS990/PYSalariesCompEmpBnftPaidAmt086603
IRS990/PYTotalExpensesAmt0384153
IRS990/PYTotalRevenueAmt01562267
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01029710
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05464
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01394912
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0959,912
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ADMINISTRATIVE FEES, CHANGE IN PV OF SPLIT INTEREST AGREEMENTS, AND OTHER MISCELLANEOUS INCOME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02143273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0684955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0180835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0163819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0108549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03281431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0167364
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0128800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0128319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt059117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0115818
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0599418
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0264507
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt097143
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016835
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018062
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-3762
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0831634
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0959912
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67790
IRS990ScheduleA/PublicSupportPY170Pct00.45470
IRS990ScheduleA/PublicSupportTotal170Amt03281431
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02143273
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0684955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0180835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0163819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0108549
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03281431
IRS990ScheduleA/TotalSupportAmt04840761
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/AdditionsDuringYearAmt07587
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BeginningBalanceAmt0103059
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06425148
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02338589
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06997972
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01926385
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160620
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DistributionsDuringYearAmt03401
IRS990ScheduleD/DonorAdvisedFundsContriAmt062113
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt022826
IRS990ScheduleD/DonorAdvisedFundsHeldCnt023
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0824103
IRS990ScheduleD/EndingBalanceAmt0107245
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0584775
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt030000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-111441
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0171340
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt077746
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0249086
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010521
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-1
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CUSTODIAL ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL & RELATED TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ROUNDING
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.96000
IRS990ScheduleD/RevenueNotReportedAmt0-111441
IRS990ScheduleD/RevenueSubtotalAmt01614485
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH FASB ASC-958-20-15, THE FOUNDATION REPORTS CONTRIBUTIONS AS A LIABILITY WHEN THIRD PARTY ORGANIZATIONS TRANSFER THESE ASSETS TO THE FOUNDATION AND SPECIFY THEMSELVES, OR THEIR AFFILIATES, AS THE BENEFICIARY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1IN ACCORDANCE WITH FASB ASC-958-20-15, THE FOUNDATION REPORTS CONTRIBUTIONS AS A LIABILITY WHEN THIRD PARTY ORGANIZATIONS TRANSFER THESE ASSETS TO THE FOUNDATION AND SPECIFY THEMSELVES, OR THEIR AFFILIATES, AS THE BENEFICIARY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 1B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0201340
IRS990ScheduleD/TotalExpensesPerForm990Amt0584775
IRS990ScheduleD/TotalLiabilityAmt010520
IRS990ScheduleD/TotalRevenuePerForm990Amt01614485
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01503044
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0584775
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt072334
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/CashGrantAmt031721
IRS990ScheduleI/RecipientTable/CashGrantAmt16791
IRS990ScheduleI/RecipientTable/CashGrantAmt28000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,426,725
Liabilities
$312,212
Net assets
$8,114,513
Revenue
$1,614,485
Expenses
$584,775
Net income
$1,029,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.27$15.0$0.99$0.96$0.02
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.25$12.2$1.24$0.79$0.45
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.23$10.9$1.19$1.37$0.18
2020Detailed filing. Detailed filing data is available for this year.$10.6$0.24$10.4$0.91$0.90$0.01
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.27$10.6$1.14$0.61$0.53
2018Detailed filing. Detailed filing data is available for this year.$9.88$0.22$9.66$0.80$0.61$0.19
2017Detailed filing. Detailed filing data is available for this year.$9.41$0.24$9.17$0.64$0.60$0.04
2016Detailed filing. Detailed filing data is available for this year.$8.78$0.22$8.56$1.03$0.65$0.38
2015Detailed filing. Detailed filing data is available for this year.$8.43$0.31$8.11$1.61$0.58$1.03
2014Detailed filing. Detailed filing data is available for this year.$7.35$0.01$7.34$1.56$0.38$1.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.08$6.16$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.70$0.33$5.37$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.37$5.45$0.33