Civic Intelligence

Penn-Harris-Madison Educational Foundation Inc.

990 • Fiscal year 2020 • EIN 35-1996785

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

Organization Profilewww.PHMEF.org
55900 Bittersweet RoadMishawaka, IN 46545

(574) 254-2893

Siviq Scores

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

Liabilities / Assets

39th percentile

0.05x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.27x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

26th percentile

-6.6%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$47,623

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.4%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,231,797

Up $84,579 (+7.4%) from 2019

Net Assets

Up

$1,175,327

Up $28,109 (+2.5%) from 2019

Liabilities

Up

$56,470

Up $56,470 from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin26th percentile

Revenue

Down

$210,676

Down $114,663 (-35%) from 2019

Expenses

Down

$224,673

Down $315,082 (-58%) from 2019

Net Income

Up

-$13,997

Up $200,419 (+93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.5M$1.0M$500K$0Assets 2015: $731,751Liabilities 2015: $0Net Assets 2015: $731,7512015Assets 2016: $1,272,730Liabilities 2016: $0Net Assets 2016: $1,272,7302016Assets 2017: $1,425,171Liabilities 2017: $0Net Assets 2017: $1,425,1712017Assets 2018: $1,355,372Liabilities 2018: $0Net Assets 2018: $1,355,3722018Assets 2019: $1,147,218Liabilities 2019: $0Net Assets 2019: $1,147,2182019Assets 2020: $1,231,797Liabilities 2020: $56,470Net Assets 2020: $1,175,3272020Assets 2021: $1,387,642Liabilities 2021: $50,220Net Assets 2021: $1,337,4222021Assets 2022: $1,372,276Liabilities 2022: $31,270Net Assets 2022: $1,341,0062022Assets 2023: $1,276,835Liabilities 2023: $31,188Net Assets 2023: $1,245,6472023Assets 2024: $1,347,535Liabilities 2024: $29,901Net Assets 2024: $1,317,6342024

Highlighted filing

2020

Assets$1,231,797
Liabilities$56,470
Net Assets$1,175,327
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $304,905Expenses 2015: $192,007Net Income 2015: $112,8982015Revenue 2016: $712,449Expenses 2016: $205,257Net Income 2016: $507,1922016Revenue 2017: $372,680Expenses 2017: $267,879Net Income 2017: $104,8012017Revenue 2018: $182,061Expenses 2018: $293,729Net Income 2018: -$111,6682018Revenue 2019: $325,339Expenses 2019: $539,755Net Income 2019: -$214,4162019Revenue 2020: $210,676Expenses 2020: $224,673Net Income 2020: -$13,9972020Revenue 2021: $198,277Expenses 2021: $235,968Net Income 2021: -$37,6912021Revenue 2022: $275,573Expenses 2022: $226,516Net Income 2022: $49,0572022Revenue 2023: $206,063Expenses 2023: $250,111Net Income 2023: -$44,0482023Revenue 2024: $290,254Expenses 2024: $260,696Net Income 2024: $29,5582024

Highlighted filing

2020

Revenue$210,676
Expenses$224,673
Net Income-$13,997
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.2
Gross Receipts
$228,545
Mission and Program Overview

Mission

To support excellence in education in p-h-m schools

To support excellence in education in P-H-M schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$512,777$568,836▲ $56,059
Pledges and Grants Receivable$404,718$387,718▼ $17,000
Savings and Temporary Cash Investments$123,952$194,479▲ $70,527
Investments in Publicly Traded Securities$105,771$80,764▼ $25,007
Total Assets$1,147,218$1,231,797▲ $84,579
Liabilities
Accounts Payable and Accrued Expenses$0$38,970▲ $38,970
Other Liabilities$0$17,500▲ $17,500
Total Liabilities$0$56,470▲ $56,470
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,073,000$1,059,521▼ $13,479
Net Assets Without Donor Restrictions$74,218$115,806▲ $41,588
Total Net Assets Fund Balance$1,147,218$1,175,327▲ $28,109
Total Liabilities and Net Assets / Fund Balance$1,147,218$1,231,797▲ $84,579

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$568,836--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$512,777$46,071▲ $34,429$585$568,337
2018$481,188$27,600▲ $4,662$673$512,777
2017$427,606$6,080▲ $63,301$15,799$481,188
2016$314,332$147,911▲ $37,557$72,194$427,606
2015$270,120$58,575▼ $2,305$12,058$314,332
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mari Linn WiseExecutive DirectorPT$47,623$47,623

Board Members and Trustees

NameTitle
Terry Bush SPHRPast President
Patricia McNarneyPresident
Pete GillinPresident-Elect
Ben NorrisBoard Member
Brad MeierBoard Member
Bryan CaenepeelBoard Member
Cleary JankowskiBoard Member
Donna ThackerBoard Member
Farin HendersonBoard Member
Jen SmokerBoard Member
Jennifer TurnblomBoard Member
Joan RenbargerBoard Member
Joel GatesBoard Member
Joel LaidigBoard Member
Julie BlosserBoard Member
Kristine MooreBoard Member
Mary StinesBoard Member
Michele JurkaitesBoard Member
Michelle PetersBoard Member
Nicole TownerBoard Member
Patty BuhrBoard Member
Rikki TuesleyBoard Member
Shanon BuariBoard Member
Todd BrownBoard Member
Jim Tuesley EsqSecretary
Adam AllsopTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200,859
Program Service Revenue
$156
Investment Income
$4,845
Other Revenue
$4,816
All Other Contributions
$147,086
Change in Net Assets
$-13,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$91,904
Grants and Similar Amounts Paid$84,539
Other Expenses$48,230
Total Fundraising Expense$3,519
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,039--$78,039
Current Officers, Directors, Trustees, and Key Employees$48,321--$48,321
Other Salaries and Wages$36,712--$36,712
Fees for Service Investment Mgmnt Fees-$22,114-$22,114
Office Expenses-$7,395-$7,395
Payroll Taxes$6,871--$6,871
Grants to Domestic Individuals$6,500--$6,500
Fees for Services Accounting-$4,517-$4,517
Advertising--$3,519$3,519
Insurance-$791-$791
Fees for Services Legal-$634-$634
Other Expenses$585--$585
All Other Expenses$561--$561
Total Functional Expenses$185,703$35,451$3,519$224,673
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of St Joseph County IncSouth Bend, IN501(c)(3)Kindness for Blindness$45,000
P-H-M School CorporationMishawaka, IN501(c)(3)Educational resources to benefit the students in the P-H-M School Corporation.$13,604
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,685
Fundraising Direct Expenses$17,869
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$28,905-$1,296-
Superintendent's Lunch$27,845$22,685$2,298$20,387
Total Events$76,458$22,685$17,869$4,816
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP Loan$17,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Part VI, Section A, line 2

“Jim Tuesley and Rikki Tuesley have a familial relationship.”

Form 990, Part VI, Section B, line 11B

“Members of the Finance Committee will review the 990 in detail before it is approved for filing. Then a copy is submitted to the entire Board with instructions to contact the Treasurer or Executive Director of any concerns prior to filing.”

Form 990, Part VI, Section B, line 12C

“A Conflict of Interest policy is provided to all Board members and such members are required to review, sign and return to PHMEF. The following disclosure from the policy statement is enforced by the Foundation in any situation in which there is an identified conflict: directors who own, directly or indirectly, a significant financial interest in, or who manage or are employed by, any business entity that does or seeks to do business with PHMEF, shall refrain from voting on any issue pertaining to that relationship.”

Form 990, Part VI, Section B, line 15A

“The entire board is asked to submit annual evaluations of the Executive Director on a provided form. The President summarizes the evaluations for the Executive Committee, who then sets the salary for the following year. Information is also obtained regarding salaries paid to similar positions at other foundations in our geographic area by accessing the 990's of those organizations.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request for the same period of disclosure as set forth in IRC Section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Penn-Harris-Madison Educational
EIN
35-1996785
Phone
5742542893
Address
55900 Bittersweet Road, Mishawaka, IN 46545

Signing Officer

Name
Adam Allsop
Title
Treasurer
Phone
5742542893
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Turnblom
Formed
1995
Legal Domicile
In
Voting Board Members
26
Independent Board Members
26
Employees
5
Volunteers
150

Preparer

Firm
Rsm US Llp
Address
PO Box 5946, Madison, WI 53705-0946
Preparer
Richard Li
Phone
6088332612
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The endowment is held for purposes of supporting the operations of the foundation, including payment of certain grants to P-H-M Schools included in the operating budget.”

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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/Form990PartVIISectionAGrp/PersonNm0Mari Linn Wise
IRS990/Form990PartVIISectionAGrp/PersonNm1Terry Bush SPHR
IRS990/Form990PartVIISectionAGrp/PersonNm2Patricia McNarney
IRS990/Form990PartVIISectionAGrp/PersonNm3Pete Gillin
IRS990/Form990PartVIISectionAGrp/PersonNm4Adam Allsop
IRS990/Form990PartVIISectionAGrp/PersonNm5Jim Tuesley Esq
IRS990/Form990PartVIISectionAGrp/PersonNm6Ben Norris
IRS990/Form990PartVIISectionAGrp/PersonNm7Brad Meier
IRS990/Form990PartVIISectionAGrp/PersonNm8Bryan Caenepeel
IRS990/Form990PartVIISectionAGrp/PersonNm9Cleary Jankowski
IRS990/Form990PartVIISectionAGrp/PersonNm10Donna Thacker
IRS990/Form990PartVIISectionAGrp/PersonNm11Farin Henderson
IRS990/Form990PartVIISectionAGrp/PersonNm12Jen Smoker
IRS990/Form990PartVIISectionAGrp/PersonNm13Jennifer Turnblom
IRS990/Form990PartVIISectionAGrp/PersonNm14Joan Renbarger
IRS990/Form990PartVIISectionAGrp/PersonNm15Joel Gates
IRS990/Form990PartVIISectionAGrp/PersonNm16Joel Laidig
IRS990/Form990PartVIISectionAGrp/PersonNm17Julie Blosser
IRS990/Form990PartVIISectionAGrp/PersonNm18Kristine Moore
IRS990/Form990PartVIISectionAGrp/PersonNm19Mary Stines
IRS990/Form990PartVIISectionAGrp/PersonNm20Michele Jurkaites
IRS990/Form990PartVIISectionAGrp/PersonNm21Michelle Peters
IRS990/Form990PartVIISectionAGrp/PersonNm22Nicole Towner
IRS990/Form990PartVIISectionAGrp/PersonNm23Patty Buhr
IRS990/Form990PartVIISectionAGrp/PersonNm24Rikki Tuesley
IRS990/Form990PartVIISectionAGrp/PersonNm25Shanon Buari
IRS990/Form990PartVIISectionAGrp/PersonNm26Todd Brown
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt047623
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt21Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt23Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt24Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt25Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt26Board Member
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt053773
IRS990/FundraisingDirectExpensesAmt017869
IRS990/FundraisingGrossIncomeAmt022685
IRS990/GainOrLossGrp/SecuritiesAmt03250
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt078039
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt06500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt078039
IRS990/GrantsToDomesticOrgsGrp/TotalAmt078039
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03250
IRS990/GrossReceiptsAmt0228545
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0791
IRS990/InsuranceGrp/TotalAmt0791
IRS990/InvestmentIncomeGrp/ExclusionAmt01595
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01595
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0512777
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0568836
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0105771
IRS990/InvestmentsPubTradedSecGrp/EOYAmt080764
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To support excellence in education in P-H-M schools.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01147218
IRS990/NetAssetsOrFundBalancesEOYAmt01175327
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03250
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03250
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04816
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04816
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1438
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt074218
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0115806
IRS990/NoncashContributionsAmt016144
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07395
IRS990/OfficeExpensesGrp/TotalAmt07395
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Naming Campaign Payment
IRS990/OtherExpensesGrp/Desc1Computer Expense
IRS990/OtherExpensesGrp/Desc2Committee Expense
IRS990/OtherExpensesGrp/Desc3Endowment Expense
IRS990/OtherExpensesGrp/ProgramServicesAmt06417
IRS990/OtherExpensesGrp/ProgramServicesAmt11066
IRS990/OtherExpensesGrp/ProgramServicesAmt2631
IRS990/OtherExpensesGrp/ProgramServicesAmt3585
IRS990/OtherExpensesGrp/TotalAmt06417
IRS990/OtherExpensesGrp/TotalAmt11066
IRS990/OtherExpensesGrp/TotalAmt2631
IRS990/OtherExpensesGrp/TotalAmt3585
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt017500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt036712
IRS990/OtherSalariesAndWagesGrp/TotalAmt036712
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt06871
IRS990/PayrollTaxesGrp/TotalAmt06871
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0404718
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0387718
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jennifer Turnblom
IRS990/PriorPeriodAdjustmentsAmt043544
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Legacy Book
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0156
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0156
IRS990/ProgSrvcAccomActy2Grp/Desc0Provided scholarships in fall 2019 and spring 2020 for students to various universities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06500

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,231,797
Liabilities
$56,470
Net assets
$1,175,327
Revenue
$210,676
Expenses
$224,673
Net income
-$13,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.03$1.32$0.29$0.26$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.25$0.21$0.25$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.03$1.34$0.28$0.23$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.05$1.34$0.20$0.24$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.06$1.18$0.21$0.22$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.33$0.54$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.18$0.29$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.37$0.27$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.71$0.21$0.51
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.30$0.19$0.11