Civic Intelligence

South Madison Community Foundation Inc.

990 • Fiscal year 2017 • EIN 35-1839759

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

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

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.37x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

61st percentile

6.8%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

24th percentile

$51,772

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

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

Asset Growth

60th percentile

7.1%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

6th percentile

-38%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,405,836

Up $626,017 (+7.1%) from 2016

Net Assets

Up

$9,170,036

Up $608,040 (+7.1%) from 2016

Liabilities

Up

$235,800

Up $17,977 (+8.3%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin61st percentile

Revenue

Down

$639,785

Down $391,763 (-38%) from 2016

Expenses

Down

$596,491

Down $52,147 (-8.0%) from 2016

Net Income

Down

$43,294

Down $339,616 (-89%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$9,405,836
Liabilities$235,800
Net Assets$9,170,036
Open 2017 Filing

Operations Trend

Revenue Growth6th 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

2017

Revenue$639,785
Expenses$596,491
Net Income$43,294
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$1,027,844
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$7,723,609$8,371,473▲ $647,864
Savings and Temporary Cash Investments$741,529$716,749▼ $24,780
Land, Buildings, and Equipment, Net$193,917$187,328▼ $6,589
Prepaid Expenses and Deferred Charges$105$105→ $0
Total Assets$8,779,819$9,405,836▲ $626,017
Other Assets Total$120,659$130,181▲ $9,522
Liabilities
Escrow Account Liability$121,183$131,209▲ $10,026
Grants Payable$81,824$100,125▲ $18,301
Other Liabilities$12,738$2,409▼ $10,329
Accounts Payable and Accrued Expenses$2,078$2,057▼ $21
Total Liabilities$217,823$235,800▲ $17,977
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,684,849$7,812,759▲ $127,910
Temporarily Rstr Net Assets$1,163,554$1,401,883▲ $238,329
Unrestricted Net Assets$-286,407$-44,606▲ $241,801
Total Net Assets Fund Balance$8,561,996$9,170,036▲ $608,040
Total Liabilities and Net Assets / Fund Balance$8,779,819$9,405,836▲ $626,017

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$157,328$92,467$249,795
Land$30,000-$30,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,609,271$127,910▲ $815,145-$8,432,203
2015$7,743,810$591,717▲ $273,998-$7,609,271
2014$7,170,986$2,338,589▲ $160,620-$7,743,810
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa FloydExecutive DiFT$51,772$51,772

Board Members and Trustees

NameTitle
Rosilyn UptonPresident
Jim CoyleDirector
Leslie TaylorDirector
Lori RyanDirector
Marly HardyDirector
Rob PorterDirector
Sara HauserDirector
Steve BillDirector
Christi KincadeSecretary
Jim MyersTreasurer
Ken HoppesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$260,042
Program Service Revenue
$0
Investment Income
$240,885
Other Revenue
$138,858
All Other Contributions
$260,042
Change in Net Assets
$43,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$639,785
Revenue Not Reported on Form 990
$584,628
Total Revenue per Audited Statements
$1,224,413
Total Revenue per Form 990
$639,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$298,549
Other Expenses$199,019
Salaries, Compensation, and Employee Benefits$98,923
Total Fundraising Expense$62,162
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$223,301--$223,301
Fees for Service Investment Mgmnt Fees$117,153$20,975-$138,128
Grants to Domestic Individuals$75,248--$75,248
Current Officers, Directors, Trustees, and Key Employees$10,354$23,298$18,120$51,772
Other Salaries and Wages$7,696$17,317$13,469$38,482
Occupancy$2,423$5,455$4,242$12,120
Fees for Services Accounting$4,169$5,956$1,787$11,912
Office Expenses$2,373$3,559$1,978$7,910
Depreciation Depletion$221$4,054$3,024$7,299
Payroll Taxes$1,380$3,108$2,417$6,905
Advertising$968$1,453$807$3,228
Other Employee Benefits$353$794$617$1,764
Insurance$345$778$606$1,729
Other Expenses$503$755$420$1,678
Conferences and Meetings$136$204$113$453
Total Functional Expenses$446,623$87,706$62,162$596,491

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$616,373
Expenses per Audited Statements$596,491
Total Expenses per Form 990$596,491
Expenses Not Reported on Form 990$19,882
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchPendleton, IN-CHILDREN'S FUND$35,604
Dollywood FoundationPigeon Forge, TN-Book Purchases$11,000
Adams Markleville Fire DeptMarkleville, IN-Equipment & Maint$7,881
Markleville North Christian ChurchMarkleville, IN-Maintenance$7,881
Pendleton Falls ParkPendleton, IN-Maintenance & Upkeep$7,881
Pendleton Fire DepartmentPendleton, IN-Equipment & Maint$7,881
Markleville Police DepartmentMarkleville, IN-Speed Radar Signs$7,300
South Madison School CorpPendleton, IN-Playground Equipment$6,500
Prodigy Disc IncWoodstock, GA-Disc Golf Equipment$5,812
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$2,409
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
Phone
7657788444
Signed
2017-11-14
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/LoanOutstandingInd0false
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08561996
IRS990/NetAssetsOrFundBalancesEOYAmt09170036
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt058229
IRS990/NetUnrlzdGainsLossesInvstAmt0564746
IRS990/NoncashContributionsAmt04600
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04242
IRS990/OccupancyGrp/ManagementAndGeneralAmt05455
IRS990/OccupancyGrp/ProgramServicesAmt02423
IRS990/OccupancyGrp/TotalAmt012120
IRS990/OfficeExpensesGrp/FundraisingAmt01978
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03559
IRS990/OfficeExpensesGrp/ProgramServicesAmt02373
IRS990/OfficeExpensesGrp/TotalAmt07910
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0120659
IRS990/OtherAssetsTotalGrp/EOYAmt0130181
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0617
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0794
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0353
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01764
IRS990/OtherExpensesGrp/Desc0DONOR DEVELOPMENT - F/R
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES -
IRS990/OtherExpensesGrp/FundraisingAmt014562
IRS990/OtherExpensesGrp/FundraisingAmt1420
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0755
IRS990/OtherExpensesGrp/ProgramServicesAmt0503
IRS990/OtherExpensesGrp/TotalAmt014562
IRS990/OtherExpensesGrp/TotalAmt11678
IRS990/OtherLiabilitiesGrp/BOYAmt012738
IRS990/OtherLiabilitiesGrp/EOYAmt02409
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATION FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1CHANGE IN PV OF REMAINDER TRU
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0116395
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt111575
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt210888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0116395
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111575
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt210888
IRS990/OtherRevenueTotalAmt0138858
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013469
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017317
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07696
IRS990/OtherSalariesAndWagesGrp/TotalAmt038482
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02417
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03108
IRS990/PayrollTaxesGrp/ProgramServicesAmt01380
IRS990/PayrollTaxesGrp/TotalAmt06905
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07684849
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07812759
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0105
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0105
IRS990/PrincipalOfficerNm0LISA FLOYD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0676073
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0362779
IRS990/PYInvestmentIncomeAmt0234235
IRS990/PYOtherExpensesAmt0186560
IRS990/PYOtherRevenueAmt0121240
IRS990/PYRevenuesLessExpensesAmt0382910
IRS990/PYSalariesCompEmpBnftPaidAmt099299
IRS990/PYTotalExpensesAmt0648638
IRS990/PYTotalRevenueAmt01031548
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt043294
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0741529
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0716749
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0392,138
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/CurrentTaxYearAmt0260042
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0676073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02143273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0684955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0180835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03945178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0182656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0167457
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0167364
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0128800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0128319
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0774596
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0321514
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0138858
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0121240
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt097143
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt016835
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt018062
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0392138
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77180
IRS990ScheduleA/PublicSupportPY170Pct00.81040
IRS990ScheduleA/PublicSupportTotal170Amt03945178
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0260042
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0676073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02143273
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0684955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0180835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03945178
IRS990ScheduleA/TotalSupportAmt05111912
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/AdditionsDuringYearAmt012062
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BeginningBalanceAmt0121183
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07609271
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0127910
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08432203
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0120123
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0815145
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07743810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0591717
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07609271
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01000254
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0273998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07170986
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02338589
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07743810
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01926385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160620
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DistributionsDuringYearAmt02036
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt019882
IRS990ScheduleD/DonatedServicesUseFcltsAmt019882
IRS990ScheduleD/DonorAdvisedFundsContriAmt025917
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt034056
IRS990ScheduleD/DonorAdvisedFundsHeldCnt027
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0930831
IRS990ScheduleD/EndingBalanceAmt0131209
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt019882
IRS990ScheduleD/ExpensesSubtotalAmt0596491
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt030000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0564746
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0157328
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt092467
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0249795
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02409
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CUSTODIAL ACCOUNTS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.90000
IRS990ScheduleD/RevenueNotReportedAmt0584628
IRS990ScheduleD/RevenueSubtotalAmt0639785
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/TermEndowmentBalanceEOYPct00.10000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0187328
IRS990ScheduleD/TotalExpensesPerForm990Amt0596491
IRS990ScheduleD/TotalLiabilityAmt02409

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Filings

Displayed year

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

Open filing
Assets
$9,405,836
Liabilities
$235,800
Net assets
$9,170,036
Revenue
$639,785
Expenses
$596,491
Net income
$43,294
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