Civic Intelligence

Ohio County Community Foundation Inc.

990 • Fiscal year 2020 • EIN 35-2038531

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization ProfileWWW.OCCFRISINGSUN.COM

View Organization Page

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

75th percentile

0.58x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

19.20x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

14th percentile

-15%

Higher net margin than 14% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

10th percentile

$73,917

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$35,479,101

Up $3,271,934 (+10%) from 2019

Net Assets

Up

$14,787,477

Up $1,425,337 (+11%) from 2019

Liabilities

Up

$20,691,624

Up $1,846,597 (+9.8%) from 2019

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin14th percentile

Revenue

Down

$1,077,430

Down $1,662,259 (-61%) from 2019

Expenses

Down

$1,235,379

Down $890,443 (-42%) from 2019

Net Income

Down

-$157,949

Down $771,816 (-126%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2020

Assets$35,479,101
Liabilities$20,691,624
Net Assets$14,787,477
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

2020

Revenue$1,077,430
Expenses$1,235,379
Net Income-$157,949
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$4,729,435
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$30,070,794$33,388,154▲ $3,317,360
Savings and Temporary Cash Investments$1,587,650$1,557,189▼ $30,461
Land, Buildings, and Equipment, Net$548,723$533,758▼ $14,965
Total Assets$32,207,167$35,479,101▲ $3,271,934
Liabilities
Escrow Account Liability$18,841,132$20,690,738▲ $1,849,606
Accounts Payable and Accrued Expenses$3,895$886▼ $3,009
Total Liabilities$18,845,027$20,691,624▲ $1,846,597
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,605,679$12,828,294▲ $1,222,615
Net Assets Without Donor Restrictions$1,756,461$1,959,183▲ $202,722
Total Net Assets Fund Balance$13,362,140$14,787,477▲ $1,425,337
Total Liabilities and Net Assets / Fund Balance$32,207,167$35,479,101▲ $3,271,934

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$156,730$72,424$229,154
Equipment$19,376$189,151$208,527
Land$357,652-$32,152

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$30,543,684$207,530▲ $4,066,903-$33,911,271
2019$26,745,730$1,176,057▲ $4,292,230-$30,543,684
2018$30,349,806$707,998▼ $2,865,706-$26,745,730
2017$27,472,506$1,383,997▲ $3,354,592$127,151$30,349,806
2016$26,149,898$1,631,114▲ $1,489,327$148,009$27,472,506
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Peggy DicksonExecutive DirectorFT$73,917$73,917

Board Members and Trustees

NameTitle
Bob SommerPresident
JODIE COLE-MULLE'Vice President
Debbie BrightwellMember
Debra CappelMember
Patricia KinnettMember
Rhonda BrownMember
William MarksberryMember
Nancy ParksSecretary
Nanci RossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$246,202
Program Service Revenue
$0
Investment Income
$768,298
Other Revenue
$62,930
All Other Contributions
$196,852
Change in Net Assets
$-157,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$-1,414,811
Revenue Not Reported on Financial Statements
$2,492,241
Revenue Not Reported on Form 990
$3,727,569
Other Revenue Adjustments
$2,373,847
Total Revenue per Audited Statements
$2,312,758
Total Revenue per Form 990
$1,077,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$740,596
Other Expenses$350,415
Salaries, Compensation, and Employee Benefits$144,368
Total Fundraising Expense$58,085
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$547,878--$547,878
Grants to Domestic Individuals$192,718--$192,718
Fees for Service Investment Mgmnt Fees$118,394--$118,394
Current Officers, Directors, Trustees, and Key Employees$12,230$43,242$18,445$73,917
Other Salaries and Wages$30,641$16,319$4,034$50,994
Depreciation Depletion$6,709$5,750$6,709$19,168
Fees for Services Other$6,384$5,472$6,384$18,240
Occupancy$5,843$5,008$5,843$16,694
Payroll Taxes$5,716$7,637$3,058$16,411
Advertising$5,381-$8,071$13,452
Insurance$2,134$3,169$1,040$6,343
Office Expenses$2,203$1,888$2,203$6,294
Pension Plan Contributions$849$1,262$414$2,525
All Other Expenses$795$445$794$2,034
Other Expenses$707$353$706$1,766
Other Employee Benefits$183$156$182$521
Conferences and Meetings$202$45$202$449
Total Functional Expenses$1,075,892$101,402$58,085$1,235,379

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,235,379
Total Expenses per Audited Statements$887,421
Expenses Not Reported on Financial Statements$642,635
Expenses per Audited Statements$592,744
Other Expense Adjustments$524,241
Expenses Not Reported on Form 990$294,677
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of Rising Sun City CouncilRising Sun, INGovernmentTo Further the Exempt Purpose of the Organization$190,000
Rising Sun Ohio Co Community School CorporationRising Sun, INGovernmentTo Further the Exempt Purpose of the Organization$15,000
Volunteers in MedicineLawrenceburg, IN501(c)3To Further the Exempt Purpose of the Organization$10,022
Church of the NazareneRising Sun, IN501(c)3To Further the Exempt Purpose of the Organization$10,000
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 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
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 11B

“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
2021-11-08
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
30

Preparer

Firm
Blue & Co LLC
Address
813 WEST SECOND STREET, SEYMOUR, IN 47274
Preparer
Kandy L Wischmeier CPA
Phone
8125228416
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Sfas #136 adjustment -1,849,606.”

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, 2020 and 2019, 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 294,677.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Sfas #136 adjustment 2,373,847.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Administrative fee expense 294,677.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Sfas #136 adjustment 524,241.”

Raw XML AppendixShowing 400 of 594 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/Desc0THE COMMUNITY FOUNDATION SERVES AS A VEHICLE FOR RESIDENTS OF OHIO COUNTY TO DONATE TO VARIOUS ORGANIZATIONS AND PROJECTS IN THE COUNTY. DURING 2020, THE COMMUNITY FOUNDATION AWARDED SEVERAL GRANTS TO LOCAL ORGANIZATIONS AND SCHOLARSHIPS TO AREA STUDENTS.
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0192718
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0547878
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0547878
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0141785
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03768669
IRS990/GrossReceiptsAmt04729435
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01040
IRS990/InsuranceGrp/ManagementAndGeneralAmt03169
IRS990/InsuranceGrp/ProgramServicesAmt02134
IRS990/InsuranceGrp/TotalAmt06343
IRS990/InvestmentIncomeGrp/ExclusionAmt0524928
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0509849
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-15079
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030070794
IRS990/InvestmentsPubTradedSecGrp/EOYAmt033388154
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0261575
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0548723
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0533758
IRS990/LandBldgEquipCostOrOtherBssAmt0795333
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03652005
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/NetAssetsOrFundBalancesBOYAmt013362140
IRS990/NetAssetsOrFundBalancesEOYAmt014787477
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0258449
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0258449
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03432892
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01756461
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01959183
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05843
IRS990/OccupancyGrp/ManagementAndGeneralAmt05008
IRS990/OccupancyGrp/ProgramServicesAmt05843
IRS990/OccupancyGrp/TotalAmt016694
IRS990/OfficeExpensesGrp/FundraisingAmt02203
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01888
IRS990/OfficeExpensesGrp/ProgramServicesAmt02203
IRS990/OfficeExpensesGrp/TotalAmt06294
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1849606
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0182
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0156
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0183
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0521
IRS990/OtherExpensesGrp/Desc0ECO15 PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1CLEANING SERVICES
IRS990/OtherExpensesGrp/Desc2OTHER PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0706
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010656
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1353
IRS990/OtherExpensesGrp/ProgramServicesAmt0128851
IRS990/OtherExpensesGrp/ProgramServicesAmt18074
IRS990/OtherExpensesGrp/ProgramServicesAmt2707
IRS990/OtherExpensesGrp/TotalAmt0128851
IRS990/OtherExpensesGrp/TotalAmt110656
IRS990/OtherExpensesGrp/TotalAmt28074
IRS990/OtherExpensesGrp/TotalAmt31766
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt056675
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16255
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056675
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16255
IRS990/OtherRevenueTotalAmt062930
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04034
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016319
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030641
IRS990/OtherSalariesAndWagesGrp/TotalAmt050994
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03058
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07637
IRS990/PayrollTaxesGrp/ProgramServicesAmt05716
IRS990/PayrollTaxesGrp/TotalAmt016411
IRS990/PensionPlanContributionsGrp/FundraisingAmt0414
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01262
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0849
IRS990/PensionPlanContributionsGrp/TotalAmt02525
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PEGGY DICKSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01582183
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01598827
IRS990/PYInvestmentIncomeAmt01089351
IRS990/PYOtherExpensesAmt0387189
IRS990/PYOtherRevenueAmt068155
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0613867
IRS990/PYSalariesCompEmpBnftPaidAmt0139806
IRS990/PYTotalExpensesAmt02125822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02739689
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-157949
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt062930
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01587650
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01557189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0246202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01582183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01008787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01343542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01520600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05701314
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0666713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0689889
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0779257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0613995
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0503645
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03253499
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0489738
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57820
IRS990ScheduleA/PublicSupportPY170Pct00.63730
IRS990ScheduleA/PublicSupportTotal170Amt05130631
IRS990ScheduleA/SubstantialContributorsTotAmt0570683
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0246202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01582183
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01008787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01343542
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01520600
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05701314
IRS990ScheduleA/TotalSupportAmt08873061
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0-15079
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0-8210
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0-40205
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0-14323
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0-3935
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0-81752
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/BoardDesignatedBalanceEOYPct00.04000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0156730
IRS990ScheduleD/BuildingsGrp/DepreciationAmt072424
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0229154
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0298193
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030543684
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0207530
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt033911271
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0608653
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04066903
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0293084
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt026745730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01176057
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt030543684
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01377249
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04292230
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0196137
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt030349806
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0707998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt026745730
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01250231
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2865706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0284138
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt027472506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01383997
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt030349806
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01450000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03354592
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0127151
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0265833
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt026149898
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01631114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt027472506
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01383991
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01489327

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$35,479,101
Liabilities
$20,691,624
Net assets
$14,787,477
Revenue
$1,077,430
Expenses
$1,235,379
Net income
-$157,949
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
Peer Organizations

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