Civic Intelligence

South Madison Community Foundation Inc.

990 • Fiscal year 2016 • EIN 35-1839759

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 16, 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

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.21x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

23rd percentile

$49,780

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

60th percentile

4.2%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$8,779,819

Up $353,094 (+4.2%) from 2015

Net Assets

Up

$8,561,996

Up $447,483 (+5.5%) from 2015

Liabilities

Down

$217,823

Down $94,389 (-30%) from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin88th percentile

Revenue

Down

$1,031,548

Down $582,937 (-36%) from 2015

Expenses

Up

$648,638

Up $63,863 (+11%) from 2015

Net Income

Down

$382,910

Down $646,800 (-63%) from 2015

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

2016

Assets$8,779,819
Liabilities$217,823
Net Assets$8,561,996
Open 2016 Filing

Operations Trend

Revenue Growth9th 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

2016

Revenue$1,031,548
Expenses$648,638
Net Income$382,910
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 16, 2016
Return Version
2015v3.0
Gross Receipts
$2,530,525
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$6,703,102$7,723,609▲ $1,020,507
Savings and Temporary Cash Investments$1,394,912$741,529▼ $653,383
Land, Buildings, and Equipment, Net$201,340$193,917▼ $7,423
Prepaid Expenses and Deferred Charges$105$105→ $0
Total Assets$8,426,725$8,779,819▲ $353,094
Other Assets Total$127,266$120,659▼ $6,607
Liabilities
Deferred Revenue$125,090--
Escrow Account Liability$107,245$121,183▲ $13,938
Grants Payable$67,350$81,824▲ $14,474
Other Liabilities$10,520$12,738▲ $2,218
Accounts Payable and Accrued Expenses$2,007$2,078▲ $71
Total Liabilities$312,212$217,823▼ $94,389
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,389,730$7,684,849▲ $295,119
Temporarily Rstr Net Assets$1,155,529$1,163,554▲ $8,025
Unrestricted Net Assets$-430,746$-286,407▲ $144,339
Total Net Assets Fund Balance$8,114,513$8,561,996▲ $447,483
Total Liabilities and Net Assets / Fund Balance$8,426,725$8,779,819▲ $353,094

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$163,917$85,168$249,085
Land$30,000-$30,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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 Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa FloydExecutive DiFT$49,780$49,780

Board Members and Trustees

NameTitle
Kathi MeyerPresident
Jim CoyleDirector
Ken HoppesDirector
Leslie TaylorDirector
Lori RyanDirector
Rob PorterDirector
Sara HauserDirector
Steve BillDirector
Christi KincadeSecretary
Jim MyersTreasurer
Rosilyn UptonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$676,073
Program Service Revenue
$0
Investment Income
$234,235
Other Revenue
$121,240
All Other Contributions
$676,073
Change in Net Assets
$382,910

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
Real Estate Other1$233,900
Securities Publicly Traded1$27,529
Total Noncash Contributions2$261,429

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,031,548
Revenue Not Reported on Form 990
$64,574
Total Revenue per Audited Statements
$1,096,122
Total Revenue per Form 990
$1,031,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$362,779
Other Expenses$186,560
Salaries, Compensation, and Employee Benefits$99,299
Total Fundraising Expense$53,140
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$295,555--$295,555
Fees for Service Investment Mgmnt Fees$119,305$21,360-$140,665
Grants to Domestic Individuals$67,224--$67,224
Current Officers, Directors, Trustees, and Key Employees$9,956$22,401$17,423$49,780
Other Salaries and Wages$7,388$16,624$12,930$36,942
Payroll Taxes$2,260$5,089$3,958$11,307
Fees for Services Accounting$3,271$4,904$2,725$10,900
Occupancy$1,680$3,782$2,941$8,403
Depreciation Depletion$227$3,339$3,856$7,422
Office Expenses$2,050$3,074$1,708$6,832
Advertising$910$1,366$759$3,035
Insurance$402$905$705$2,012
Other Expenses$405$608$338$1,351
Other Employee Benefits$254$572$444$1,270
Conferences and Meetings$235$352$195$782
Total Functional Expenses$511,122$84,376$53,140$648,638

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$648,638
Total Expenses per Audited Statements$648,638
Total Expenses per Form 990$648,638
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist ChurchPendleton, IN-CHILDREN'S FUND$34,319
Town of PendletonPendleton, IN-Historic Signs$26,019
Pendleton Falls ParkPendleton, IN-Community Pool$22,358
South Madison School CorpPendleton, IN-Teacher Mini-grants$14,202
Paramount Theatre CenterAnderson, IN-Festival of Trees$10,000
Safe Families for ChildrenAnderson, IN-Ohop Grant$10,000
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
Frankton-lapel Community SchoolsAnderson, IN-Teacher Mini Grants$6,543
Cathedral High SchoolIndianapolis, IN-Caterson Fund$5,750
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$12,738
Rounding-
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
2016-01-16
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
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt066778
IRS990/NetUnrlzdGainsLossesInvstAmt064573
IRS990/NoncashContributionsAmt0261429
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt02941
IRS990/OccupancyGrp/ManagementAndGeneralAmt03782
IRS990/OccupancyGrp/ProgramServicesAmt01680
IRS990/OccupancyGrp/TotalAmt08403
IRS990/OfficeExpensesGrp/FundraisingAmt01708
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03074
IRS990/OfficeExpensesGrp/ProgramServicesAmt02050
IRS990/OfficeExpensesGrp/TotalAmt06832
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0127266
IRS990/OtherAssetsTotalGrp/EOYAmt0120659
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0444
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0572
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0254
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01270
IRS990/OtherExpensesGrp/Desc0DONOR DEVELOPMENT - F/R
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES -
IRS990/OtherExpensesGrp/FundraisingAmt05158
IRS990/OtherExpensesGrp/FundraisingAmt1338
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0608
IRS990/OtherExpensesGrp/ProgramServicesAmt0405
IRS990/OtherExpensesGrp/TotalAmt05158
IRS990/OtherExpensesGrp/TotalAmt11351
IRS990/OtherLiabilitiesGrp/BOYAmt010520
IRS990/OtherLiabilitiesGrp/EOYAmt012738
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATION FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc2CHANGE IN PV OF REMAINDER TRU
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0120881
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16657
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2-6298
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0120881
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16657
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-6298
IRS990/OtherRevenueTotalAmt0121240
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012930
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016624
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07388
IRS990/OtherSalariesAndWagesGrp/TotalAmt036942
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03958
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05089
IRS990/PayrollTaxesGrp/ProgramServicesAmt02260
IRS990/PayrollTaxesGrp/TotalAmt011307
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07389730
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07684849
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0105
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0105
IRS990/PrincipalOfficerNm0LISA FLOYD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02143273
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0323295
IRS990/PYInvestmentIncomeAmt0-625931
IRS990/PYOtherExpensesAmt0170712
IRS990/PYOtherRevenueAmt097143
IRS990/PYRevenuesLessExpensesAmt01029710
IRS990/PYSalariesCompEmpBnftPaidAmt090768
IRS990/PYTotalExpensesAmt0584775
IRS990/PYTotalRevenueAmt01614485
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0382910
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01394912
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0741529
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0249,518
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/CurrentTaxYearAmt0676073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02143273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0684955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0180835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0163819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03848955
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0167457
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0167364
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0128800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0128319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt059117
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0651057
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0288697
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0121240
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt097143
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt016835
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt018062
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-3762
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0249518
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81040
IRS990ScheduleA/PublicSupportPY170Pct00.67790
IRS990ScheduleA/PublicSupportTotal170Amt03848955
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0676073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02143273
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0684955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0180835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0163819
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03848955
IRS990ScheduleA/TotalSupportAmt04749530
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/AdditionsDuringYearAmt017897
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BeginningBalanceAmt0107245
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07743810
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0591717
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07609271
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01000254
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0273998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07170986
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02338589
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07743810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01926385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160620
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DistributionsDuringYearAmt03959
IRS990ScheduleD/DonorAdvisedFundsContriAmt039457
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt05750
IRS990ScheduleD/DonorAdvisedFundsHeldCnt025
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0869075
IRS990ScheduleD/EndingBalanceAmt0121183
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0648638
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt030000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt064574
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0163917
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt085168
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0249085
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012738
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CUSTODIAL ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ROUNDING
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.96000
IRS990ScheduleD/RevenueNotReportedAmt064574
IRS990ScheduleD/RevenueSubtotalAmt01031548
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/TotalBookValueLandBuildingsAmt0193917
IRS990ScheduleD/TotalExpensesPerForm990Amt0648638
IRS990ScheduleD/TotalLiabilityAmt012738
IRS990ScheduleD/TotalRevenuePerForm990Amt01031548
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01096122
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0648638
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt067224
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,779,819
Liabilities
$217,823
Net assets
$8,561,996
Revenue
$1,031,548
Expenses
$648,638
Net income
$382,910
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