Civic Intelligence

Ohio County Community Foundation Inc.

990 • Fiscal year 2014 • EIN 35-2038531

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

330 Industrial Access DrRising Sun, IN 47040

(812) 438-9401

Siviq Scores

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

Liabilities / Assets

79th percentile

0.65x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

5.95x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

8th percentile

$63,671

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

44th percentile

2.8%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

31%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Assets

Up

$28,476,488

Up $778,646 (+2.8%) from 2013

Net Assets

Up

$9,970,210

Up $637,891 (+6.8%) from 2013

Liabilities

Up

$18,506,278

Up $140,755 (+0.8%) from 2013

Revenue

Up

$3,108,325

Up $743,375 (+31%) from 2013

Expenses

Up

$1,786,570

Up $991,747 (+125%) from 2013

Net Income

Down

$1,321,755

Down $248,372 (-16%) from 2013

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $21,991,839Liabilities 2010: $14,643,452Net Assets 2010: $7,348,3872010Assets 2011: $21,039,038Liabilities 2011: $13,776,573Net Assets 2011: $7,262,4652011Assets 2012: $24,719,808Liabilities 2012: $16,564,546Net Assets 2012: $8,155,2622012Assets 2013: $27,697,842Liabilities 2013: $18,365,523Net Assets 2013: $9,332,3192013Assets 2014: $28,476,488Liabilities 2014: $18,506,278Net Assets 2014: $9,970,2102014Assets 2015: $26,974,027Liabilities 2015: $17,081,565Net Assets 2015: $9,892,4622015Assets 2016: $28,001,620Liabilities 2016: $17,235,797Net Assets 2016: $10,765,8232016Assets 2017: $30,810,655Liabilities 2017: $18,695,107Net Assets 2017: $12,115,5482017Assets 2018: $28,413,396Liabilities 2018: $17,146,979Net Assets 2018: $11,266,4172018Assets 2019: $32,207,167Liabilities 2019: $18,845,027Net Assets 2019: $13,362,1402019Assets 2020: $35,479,101Liabilities 2020: $20,691,624Net Assets 2020: $14,787,4772020Assets 2021: $39,627,295Liabilities 2021: $22,881,768Net Assets 2021: $16,745,5272021Assets 2022: $32,890,423Liabilities 2022: $18,556,505Net Assets 2022: $14,333,9182022Assets 2023: $36,803,101Liabilities 2023: $21,005,386Net Assets 2023: $15,797,7152023Assets 2024: $39,323,013Liabilities 2024: $21,716,705Net Assets 2024: $17,606,3082024

Highlighted filing

2014

Assets$28,476,488
Liabilities$18,506,278
Net Assets$9,970,210

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $688,2742010Expenses 2011: $680,0402011Expenses 2012: $718,8222012Revenue 2013: $2,364,950Expenses 2013: $794,823Net Income 2013: $1,570,1272013Revenue 2014: $3,108,325Expenses 2014: $1,786,570Net Income 2014: $1,321,7552014Revenue 2015: $1,756,854Expenses 2015: $1,867,495Net Income 2015: -$110,6412015Revenue 2016: $2,918,932Expenses 2016: $1,893,046Net Income 2016: $1,025,8862016Revenue 2017: $2,201,265Expenses 2017: $1,933,636Net Income 2017: $267,6292017Revenue 2018: $2,880,890Expenses 2018: $1,987,125Net Income 2018: $893,7652018Revenue 2019: $2,739,689Expenses 2019: $2,125,822Net Income 2019: $613,8672019Revenue 2020: $1,077,430Expenses 2020: $1,235,379Net Income 2020: -$157,9492020Revenue 2021: $3,604,913Expenses 2021: $2,017,304Net Income 2021: $1,587,6092021Revenue 2022: $1,624,468Expenses 2022: $2,235,031Net Income 2022: -$610,5632022Revenue 2023: $1,521,473Expenses 2023: $793,432Net Income 2023: $728,0412023Revenue 2024: $2,934,568Expenses 2024: $1,691,423Net Income 2024: $1,243,1452024

Highlighted filing

2014

Revenue$3,108,325
Expenses$1,786,570
Net Income$1,321,755
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$7,494,189
Mission and Program Overview

Mission

The foundation was organized to provide responsible stewardship of donated gifts to provide leadership in addressing community issues and to make grants in the fields of community service, education, health, environment and the arts in the ohio county area.

Provides stewardship of donated gifts, addresses community issues and makes gifts in various fields.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,924,478$25,895,011▼ $29,467
Savings and Temporary Cash Investments$1,125,631$1,968,382▲ $842,751
Land, Buildings, and Equipment, Net$647,633$612,995▼ $34,638
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$27,697,842$28,476,488▲ $778,646
Liabilities
Escrow Account Liability$18,265,478$17,946,828▼ $318,650
Deferred Revenue$94,652$557,494▲ $462,842
Accounts Payable and Accrued Expenses$5,393$1,956▼ $3,437
Total Liabilities$18,365,523$18,506,278▲ $140,755
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,744,300$8,342,526▲ $598,226
Unrestricted Net Assets$1,262,519$1,302,184▲ $39,665
Permanently Rstr Net Assets$325,500$325,500→ $0
Total Net Assets Fund Balance$9,332,319$9,970,210▲ $637,891
Total Liabilities and Net Assets / Fund Balance$27,697,842$28,476,488▲ $778,646

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$60,252$171,275$231,527
Buildings$195,091$20,083$215,174
Land$357,652-$32,152

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$8,878,721$1,423,620▲ $18,664,813-$27,424,565
2013$7,754,326$518,069▲ $995,139$42,362$8,878,721
2012$7,097,206$268,874▲ $948,992$322,814$7,754,326
2011$7,133,484$439,269▼ $205,171-$7,097,206
2010$6,149,218$572,487▲ $656,768-$7,133,484
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peggy DicksonExecutive DirectorFT$58,165$5,506$63,671

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,576,555
Program Service Revenue
$0
Investment Income
$1,488,730
Other Revenue
$43,040
All Other Contributions
$1,576,555
Change in Net Assets
$1,321,755

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,241,863
Revenue Not Reported on Financial Statements
$866,462
Revenue Not Reported on Form 990
$-731,253
Other Revenue Adjustments
$776,403
Total Revenue per Audited Statements
$1,510,610
Total Revenue per Form 990
$3,108,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,271,326
Other Expenses$389,906
Salaries, Compensation, and Employee Benefits$125,338
Total Fundraising Expense$98,656
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,078,039--$1,078,039
Grants to Domestic Individuals$193,287--$193,287
Fees for Service Investment Mgmnt Fees$90,059--$90,059
Current Officers, Directors, Trustees, and Key Employees$19,101$19,102$25,468$63,671
Other Salaries and Wages$13,762$13,761$18,348$45,871
Depreciation Depletion$12,124$10,391$12,123$34,638
Fees for Services Other$7,187$6,160$7,187$20,534
Advertising$7,392-$11,088$18,480
Occupancy$5,721$4,902$5,719$16,342
Payroll Taxes$3,956$3,957$5,276$13,189
Office Expenses$3,215$2,756$3,215$9,186
Insurance$1,617$1,616$2,155$5,388
Other Employee Benefits$929$782$896$2,607
Other Expenses$856$734$856$2,446
Conferences and Meetings$961$213$960$2,134
All Other Expenses$847$423$847$2,117
Total Functional Expenses$1,620,855$67,059$98,656$1,786,570

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,786,570
Expenses Not Reported on Financial Statements$1,185,112
Other Expense Adjustments$1,095,053
Total Expenses per Audited Statements$872,719
Expenses per Audited Statements$601,458
Expenses Not Reported on Form 990$271,261
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aberdeen United Methodist ChurchBennington, INChurchTo Further the Exempt Purpose of the Organization-
Bethel United Baptist ChurchRising Sun, INChurchTo Further the Exempt Purpose of the Organization-
City of Rising Sun City CouncilRising Sun, INGovernmentTo Further the Exempt Purpose of the Organization-
DEARBORN-OHIO COUNTY PROSECUTOR'S OFFICELawrenceburg, INGovernmentTo Further the Exempt Purpose of the Organization-
Laughery Valley Fraternal Order of Police No 146Rising Sun, IN501(c)(3)To Further the Exempt Purpose of the Organization-
Learning Tree of Ohio County IncAurora, IN501(c)(3)To Further the Exempt Purpose of the Organization-
Ohio County Historical SocietyRising Sun, IN501(c)(3)To Further the Exempt Purpose of the Organization-
Ohio County Public LibraryRising Sun, INGovernmentTo Further the Exempt Purpose of the Organization-
People Helping People IncLawrenceburg, IN501(c)(3)To Further the Exempt Purpose of the Organization-
Rising Sun Cemetery AssociationRising Sun, IN501(c)(13)To Further the Exempt Purpose of the Organization-
Rising Sun Church of ChristRising Sun, INChurchTo Further the Exempt Purpose of the Organization-
Rising Sun Main Street IncRising Sun, IN501(c)(3)To Further the Exempt Purpose of the Organization-
Rising Sun Medical CenterLawrenceburg, IN501(c)(3)To Further the Exempt Purpose of the Organization-
Rising Sun Ohio County Comm SchoolsRising Sun, INGovernmentTo Further the Exempt Purpose of the Organization-
Rising Sun Volunteer Fire Department IncRising Sun, INGovernmentTo Further the Exempt Purpose of the Organization-
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Part VI, Section B, Line 11

Form 990 is distributed to all board members after receipt from auditors. After approval by board, executive director reviews and signs and sends forms in.

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

The conflict of interest policy and forms to be signed are presented to the board and employees at the beginning of each year. The forms are then reviewed for any problems.

Form 990, Part VI, Section B, Line 15

The board of directors use comparable data and yearly performance evaluations in determining executive director compensation and annual raises. Officers and key employees are asked to complete a self-evaluation. The executive director reviews staff and recommends compensation to the full board.

Form 990, Part VI, Section C, Line 19

All documents can be viewed at the office upon request.

Filing and Contact Details

Filer

Filer Name
Ohio County Community Foundation Inc
EIN
35-2038531
Phone
8124389401
Address
330 INDUSTRIAL ACCESS DR, RISING SUN, IN 47040

Signing Officer

Name
Peggy Dickson
Title
Executive Director
Phone
8124389401
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peggy Dickson
Formed
1998
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
27

Preparer

Firm
Blue & Co LLC
Address
106 COMMUNITY DR, SEYMOUR, IN 47274
Preparer
Kandy L Wischmeier CPA
Phone
8125228416
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Sfas #136 adjustment 318,650.

Form 990, Part XII, Line 2C

The oversight process and the selection process were not changed during the year.

Financial Statement Notes

PART IV, LINE 2B:

Custodial funds represents funds placed on deposit with the organization by other 501(c)(3) organizations based on their individual board resolutions. The organization accounts for these transfers as a liablity in accordance with statement of financial accounting standards no. 136. Income is added to these funds periodically in accordance with the organizations investment allocation policies.

PART V, LINE 4:

To provide funds for charitable purposes in ohio county.

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the organization, and has concluded that as of december 31, 2014 and 2013, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Administrative fee expense 271,261.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Sfas #136 adjustment 776,403.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Administrative fee expense 271,261.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Sfas #136 adjustment 1,095,053.

Raw XML AppendixShowing 400 of 685 raw XML fields

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/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0250604
IRS990/GainOrLossGrp/SecuritiesAmt0653740
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt01271326
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0193287
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0193287
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01078039
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01078039
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0250604
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05039604
IRS990/GrossReceiptsAmt07494189
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt02155
IRS990/InsuranceGrp/ManagementAndGeneralAmt01616
IRS990/InsuranceGrp/ProgramServicesAmt01617
IRS990/InsuranceGrp/TotalAmt05388
IRS990/InvestmentIncomeGrp/ExclusionAmt0590568
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0584386
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-6182
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025924478
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025895011
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0191358
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0647633
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0612995
IRS990/LandBldgEquipCostOrOtherBssAmt0804353
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04385864
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION WAS ORGANIZED TO PROVIDE RESPONSIBLE STEWARDSHIP OF DONATED GIFTS TO PROVIDE LEADERSHIP IN ADDRESSING COMMUNITY ISSUES AND TO MAKE GRANTS IN THE FIELDS OF COMMUNITY SERVICE, EDUCATION, HEALTH, ENVIRONMENT AND THE ARTS IN THE OHIO COUNTY AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09332319
IRS990/NetAssetsOrFundBalancesEOYAmt09970210
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0904344
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0904344
IRS990/NetUnrelatedBusTxblIncmAmt0-6182
IRS990/NetUnrlzdGainsLossesInvstAmt0-1002514
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05719
IRS990/OccupancyGrp/ManagementAndGeneralAmt04902
IRS990/OccupancyGrp/ProgramServicesAmt05721
IRS990/OccupancyGrp/TotalAmt016342
IRS990/OfficeExpensesGrp/FundraisingAmt03215
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02756
IRS990/OfficeExpensesGrp/ProgramServicesAmt03215
IRS990/OfficeExpensesGrp/TotalAmt09186
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0318650
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0896
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0782
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0929
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02607
IRS990/OtherExpensesGrp/Desc0ECO15 PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3REPAIRS/MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt04518
IRS990/OtherExpensesGrp/FundraisingAmt1856
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02262
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1734
IRS990/OtherExpensesGrp/ProgramServicesAmt0161668
IRS990/OtherExpensesGrp/ProgramServicesAmt115615
IRS990/OtherExpensesGrp/ProgramServicesAmt24519
IRS990/OtherExpensesGrp/ProgramServicesAmt3856
IRS990/OtherExpensesGrp/TotalAmt0161668
IRS990/OtherExpensesGrp/TotalAmt115615
IRS990/OtherExpensesGrp/TotalAmt211299
IRS990/OtherExpensesGrp/TotalAmt32446
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt034475
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt18565
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034475
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18565
IRS990/OtherRevenueTotalAmt043040
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018348
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013761
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013762
IRS990/OtherSalariesAndWagesGrp/TotalAmt045871
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05276
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03957
IRS990/PayrollTaxesGrp/ProgramServicesAmt03956
IRS990/PayrollTaxesGrp/TotalAmt013189
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0325500
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0325500
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PEGGY DICKSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0375742
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0270324
IRS990/PYInvestmentIncomeAmt01966198
IRS990/PYOtherExpensesAmt0399059
IRS990/PYOtherRevenueAmt023010
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01570127
IRS990/PYSalariesCompEmpBnftPaidAmt0125440
IRS990/PYTotalExpensesAmt0794823
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02364950
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01321755
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt043040
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01125631
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01968382
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01576555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0375742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01317140
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0262104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0332502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03864043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0584387
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01116416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0717244
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0558823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0705324
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03682194
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0141030
IRS990ScheduleA/PublicSupportCY170Pct00.51200
IRS990ScheduleA/PublicSupportPY170Pct00.47410
IRS990ScheduleA/PublicSupportTotal170Amt03864043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01576555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0375742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01317140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0262104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0332502
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03864043
IRS990ScheduleA/TotalSupportAmt07546237
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/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.03000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0195091
IRS990ScheduleD/BuildingsGrp/DepreciationAmt020083
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0215174
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0271261
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08878721
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01423620
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt027424565
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01271328
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt018664813
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt077752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07754326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0518069
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08878721
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0268699
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0995139
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt042362
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt070719
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07097206
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0268874
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07754326
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0167213
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0948992
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0322814
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt071811
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07133484
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0439269
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07097206
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0198565
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-205171
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt062106
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06149218
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0572487
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07133484
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0182883
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0656768
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0430443
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt013975
IRS990ScheduleD/DonorAdvisedFundsHeldCnt017
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0723840
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$21.7$17.6$2.93$1.69$1.24
2023Detailed filing. Detailed filing data is available for this year.$36.8$21.0$15.8$1.52$0.79$0.73
2022Detailed filing. Detailed filing data is available for this year.$32.9$18.6$14.3$1.62$2.24$0.61
2021Detailed filing. Detailed filing data is available for this year.$39.6$22.9$16.7$3.60$2.02$1.59
2020Detailed filing. Detailed filing data is available for this year.$35.5$20.7$14.8$1.08$1.24$0.16
2019Detailed filing. Detailed filing data is available for this year.$32.2$18.8$13.4$2.74$2.13$0.61
2018Detailed filing. Detailed filing data is available for this year.$28.4$17.1$11.3$2.88$1.99$0.89
2017Detailed filing. Detailed filing data is available for this year.$30.8$18.7$12.1$2.20$1.93$0.27
2016Detailed filing. Detailed filing data is available for this year.$28.0$17.2$10.8$2.92$1.89$1.03
2015Detailed filing. Detailed filing data is available for this year.$27.0$17.1$9.89$1.76$1.87$0.11
2014Detailed filing. Detailed filing data is available for this year.$28.5$18.5$9.97$3.11$1.79$1.32
2013Detailed filing. Detailed filing data is available for this year.$27.7$18.4$9.33$2.36$0.79$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$16.6$8.16$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$13.8$7.26$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$14.6$7.35$0.69