Civic Intelligence

Earlham Foundation

990 • Fiscal year 2015 • EIN 35-6014491

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

801 National Road WestRichmond, IN 47374

(765) 983-1200

Siviq Scores

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

Liabilities / Assets

1st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Net Margin

93rd percentile

48%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$220,156

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Asset Growth

45th percentile

0.7%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

5.8%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Assets

Up

$191,223,242

Up $1,257,591 (+0.7%) from 2014

Net Assets

Up

$191,223,242

Up $1,257,591 (+0.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$13,420,198

Up $740,883 (+5.8%) from 2014

Expenses

Down

$6,933,648

Down $5,052,887 (-42%) from 2014

Net Income

Up

$6,486,550

Up $5,793,770 (+836%) from 2014

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2010: $175,917,882Liabilities 2010: $0Net Assets 2010: $175,917,8822010Assets 2011: $218,274,496Liabilities 2011: $0Net Assets 2011: $218,274,4962011Assets 2012: $205,962,790Liabilities 2012: $0Net Assets 2012: $205,962,7902012Assets 2013: $213,119,495Liabilities 2013: $0Net Assets 2013: $213,119,4952013Assets 2014: $189,965,651Liabilities 2014: $0Net Assets 2014: $189,965,6512014Assets 2015: $191,223,242Liabilities 2015: $0Net Assets 2015: $191,223,2422015Assets 2016: $182,656,807Liabilities 2016: $0Net Assets 2016: $182,656,8072016Assets 2017: $203,131,934Liabilities 2017: $0Net Assets 2017: $203,131,9342017Assets 2018: $427,375,106Liabilities 2018: $215,188,947Net Assets 2018: $212,186,1592018Assets 2019: $417,105,415Liabilities 2019: $203,230,026Net Assets 2019: $213,875,3892019Assets 2020: $378,086,314Liabilities 2020: $173,963,620Net Assets 2020: $204,122,6942020Assets 2021: $474,854,358Liabilities 2021: $218,076,652Net Assets 2021: $256,777,7062021Assets 2022: $426,700,889Liabilities 2022: $189,029,414Net Assets 2022: $237,671,4752022Assets 2023: $416,563,758Liabilities 2023: $172,447,818Net Assets 2023: $244,115,9402023Assets 2024: $414,847,008Liabilities 2024: $158,601,586Net Assets 2024: $256,245,4222024

Highlighted filing

2015

Assets$191,223,242
Liabilities$0
Net Assets$191,223,242

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $13,810,6332010Expenses 2011: $13,110,0482011Expenses 2012: $13,232,0372012Expenses 2013: $18,829,5382013Revenue 2014: $12,679,315Expenses 2014: $11,986,535Net Income 2014: $692,7802014Revenue 2015: $13,420,198Expenses 2015: $6,933,648Net Income 2015: $6,486,5502015Revenue 2016: $8,816,450Expenses 2016: $7,180,613Net Income 2016: $1,635,8372016Revenue 2017: $15,985,399Expenses 2017: $7,621,583Net Income 2017: $8,363,8162017Revenue 2018: $28,159,010Expenses 2018: $25,385,903Net Income 2018: $2,773,1072018Revenue 2019: $26,251,898Expenses 2019: $17,609,902Net Income 2019: $8,641,9962019Revenue 2020: $21,976,711Expenses 2020: $4,694,873Net Income 2020: $17,281,8382020Revenue 2021: $26,788,184Expenses 2021: $69,683,812Net Income 2021: -$42,895,6282021Revenue 2022: $45,487,920Expenses 2022: $905,664Net Income 2022: $44,582,2562022Revenue 2023: $13,932,576Expenses 2023: $23,155,744Net Income 2023: -$9,223,1682023Revenue 2024: $5,650,530Expenses 2024: $25,079,573Net Income 2024: -$19,429,0432024

Highlighted filing

2015

Revenue$13,420,198
Expenses$6,933,648
Net Income$6,486,550
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$63,929,380
Mission and Program Overview

Mission

The Earlham Foundation receives and holds permanently restricted gifts made to Earlham College (including the Earlham School of Religion). The Foundation invests these funds and releases quarterly distributions of earnings to Earlham College and Earlham School of Religion to support their operations.

Receives and holds gifts made to Earlham College.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$146,480,779$127,638,336▼ $18,842,443
Investments Other Securities$43,484,872$63,584,906▲ $20,100,034
Total Assets$189,965,651$191,223,242▲ $1,257,591
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$126,135,542$126,976,539▲ $840,997
Permanently Rstr Net Assets$63,830,109$64,246,703▲ $416,594
Total Net Assets Fund Balance$189,965,651$191,223,242▲ $1,257,591
Total Liabilities and Net Assets / Fund Balance$189,965,651$191,223,242▲ $1,257,591

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$63,584,906--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$189,965,651$1,081,307▲ $7,109,932-$191,223,242
2013$213,119,495$2,169,654▲ $33,851,940$47,188,903$189,965,651
2012$205,962,790$2,668,661▲ $23,317,582-$213,119,495
2011$218,274,496$2,442,654▼ $1,522,323-$205,962,790
2010$175,917,882$6,750,516▲ $48,716,146-$218,274,496
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Catherine HabschmidtAsst. SecretaryPT$96,677$96,677

Board Members and Trustees

NameTitle
Mark NewlinChair
Thomas JohnsonVice Chair
Brent TaylorDirector
Jim DonahueDirector
Joseph HedrickDirector
Marion ShoreDirector
Randy SadlerDirector
Tania DengDirector
Phillip MorganAsst. Treasurer
Sena LandeySecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,081,307
Program Service Revenue
$0
Investment Income
$12,338,891
Other Revenue
$0
Change in Net Assets
$6,486,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,652,169
Other Expenses$281,479
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,652,169--$6,652,169
Fees for Service Investment Mgmnt Fees$281,479--$281,479
Total Functional Expenses$6,933,648$0$0$6,933,648
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Earlham CollegeWest Richmond, IN501 (c)(3)Support$6,652,169
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
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

Western Yearly Meeting of the Religious Society of Friends, Plainfield, Indiana has the power to nominate two Directors to the organization's governing body. Additionally, the Earlham College Board of Trustees has the power to nominate six Directors to the organization's governing body.

Form 990, Part VI, Section A, line 7B

The Earlham College Board of Trustees must approve the organization's Investment Policy Statement.

Form 990, Part VI, Section B, line 11

The Form 990 is prepared by an independent CPA firm. The Assistant Controller, Assistant Secretary, and Secretary/Treasurer perform a detailed review. A copy of the Form 990 is provided to each member of the full governing body prior to its filing.

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

The Foundation's conflict of interest policy requires that officers and directors disclose any situations that may result in a conflict of interest or the appearance of a conflict of interest. Questionnaires must be completed annually but updated sooner if a person's situation changes. Disclosures are summarized and reviewed by the audit committee of the Earlham Board of Trustees. If an officer or director has a conflict, they will not participate in the decision-making process.

Form 990, Part VI, Section B, line 15

The Earlham Foundation does not compensate any officers, directors, or key employees. Compensation reported on Form 990, Part VII and Schedule J is paid by a related organization, Earlham College. Therefore, these questions are answered no in accordance with the instructions.

Form 990, Part VI, Section C, line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Earlham Foundation
EIN
35-6014491
Phone
7659831200
Address
801 National Road West, Richmond, IN 47374

Signing Officer

Name
Sena K Landey
Title
Treasurer
Phone
7659831200
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sena K Landey
Formed
1931
Legal Domicile
In
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Capin Crouse LLP
Address
972 Emerson Parkway STE A, Greenwood, IN 46143
Preparer
David C Moja
Phone
3178852620
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Organization's Mission The Earlham Foundation receives and holds permanently restricted gifts made to Earlham College (including the Earlham School of Religion). The Foundation invests these funds and release quarterly distributions of earnings to Earlham College and Earlham School of Religion to support their operations.

Form 990, Part XII, Line 2C

The organization's audit committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year.

Financial Statement Notes

Part V, Line 4:

The organization's endowment funds are used to support the educational programs of Earlham College.

Raw XML AppendixShowing 400 of 475 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Receives and holds gifts made to Earlham College.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Sena K Landey
IRS990/BooksInCareOfDetail/PhoneNum07659831200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0801 National Road West
IRS990/BooksInCareOfDetail/USAddress/CityNm0Richmond
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047374
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01081307
IRS990/CYGrantsAndSimilarPaidAmt06652169
IRS990/CYInvestmentIncomeAmt012338891
IRS990/CYOtherExpensesAmt0281479
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt06486550
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06933648
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013420198
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Managing the investment portfolio for endowed and quasi-endowed funds for the benefit of Earlham College and Earlham School of Religion students, a program thereof.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt06933648
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0281479
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0281479
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt445.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt241063
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt927782
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1016902
IRS990/Form990PartVIISectionAGrp/PersonNm0Mark Newlin
IRS990/Form990PartVIISectionAGrp/PersonNm1Thomas Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm2Sena Landey
IRS990/Form990PartVIISectionAGrp/PersonNm3Jim Donahue
IRS990/Form990PartVIISectionAGrp/PersonNm4Brent Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm5Tania Deng
IRS990/Form990PartVIISectionAGrp/PersonNm6Joseph Hedrick
IRS990/Form990PartVIISectionAGrp/PersonNm7Randy Sadler
IRS990/Form990PartVIISectionAGrp/PersonNm8Marion Shore
IRS990/Form990PartVIISectionAGrp/PersonNm9Phillip Morgan
IRS990/Form990PartVIISectionAGrp/PersonNm10Catherine Habschmidt
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2179093
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9130592
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1079775
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Asst. Secretary
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01931
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt09804777
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt06652169
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06652169
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06652169
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060313959
IRS990/GrossReceiptsAmt063929380
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02534114
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02534114
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt043484872
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt063584906
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0146480779
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0127638336
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt050509182
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0See Schedule O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0189965651
IRS990/NetAssetsOrFundBalancesEOYAmt0191223242
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09804777
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09804777
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5228959
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt063830109
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt064246703
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Sena K Landey
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02169654
IRS990/PYGrantsAndSimilarPaidAmt011682520
IRS990/PYInvestmentIncomeAmt010509661
IRS990/PYOtherExpensesAmt0304015
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0692780
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011986535
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012679315
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06486550
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01081307
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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/CYEndwmtFundGrp/AdministrativeExpensesAmt0281479
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0189965651
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01081307
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0191223242
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt06652169
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07109932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0304015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0213119495
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02169654
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0189965651
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt011682520
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033851940
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt047188903
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0344523
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0205962790
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02668661
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0213119495
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt018485015
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023317582
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0399190
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0218274496
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02442654
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0205962790
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt012832847
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1522323
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0398145
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0175917882
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06750516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0218274496
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt012711903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048716146
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt063584906
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Domestic/International Equities
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.33600
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization's endowment funds are used to support the educational programs of Earlham College.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.66400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt063584906
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06652169
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Earlham College
IRS990ScheduleI/RecipientTable/RecipientEIN0360868073
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0801 National Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0West Richmond
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047374
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All grants are made solely to the organization's parent, Earlham College, for educational purposes.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0179093
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1130592
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt019028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16888
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022363
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121222
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Sena Landey
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Phillip Morgan
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secretary/Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Asst. Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0220484
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1158702
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization's Mission The Earlham Foundation receives and holds permanently restricted gifts made to Earlham College (including the Earlham School of Religion). The Foundation invests these funds and release quarterly distributions of earnings to Earlham College and Earlham School of Religion to support their operations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Western Yearly Meeting of the Religious Society of Friends, Plainfield, Indiana has the power to nominate two Directors to the organization's governing body. Additionally, the Earlham College Board of Trustees has the power to nominate six Directors to the organization's governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Earlham College Board of Trustees must approve the organization's Investment Policy Statement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is prepared by an independent CPA firm. The Assistant Controller, Assistant Secretary, and Secretary/Treasurer perform a detailed review. A copy of the Form 990 is provided to each member of the full governing body prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Foundation's conflict of interest policy requires that officers and directors disclose any situations that may result in a conflict of interest or the appearance of a conflict of interest. Questionnaires must be completed annually but updated sooner if a person's situation changes. Disclosures are summarized and reviewed by the audit committee of the Earlham Board of Trustees. If an officer or director has a conflict, they will not participate in the decision-making process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Earlham Foundation does not compensate any officers, directors, or key employees. Compensation reported on Form 990, Part VII and Schedule J is paid by a related organization, Earlham College. Therefore, these questions are answered no in accordance with the instructions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The organization's audit committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XII, Line 2c
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Earlham College
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0350868073
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0801 National Road West
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Richmond
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd047374
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt06652169
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11081307
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2186112
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt36000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Book value
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Book value
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2Book value
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3Book value
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Earlham College
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Earlham College
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2Earlham College
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3Earlham College
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$415$159$256$5.65$25.1$19.4
2023Detailed filing. Detailed filing data is available for this year.$417$172$244$13.9$23.2$9.22
2022Detailed filing. Detailed filing data is available for this year.$427$189$238$45.5$0.91$44.6
2021Detailed filing. Detailed filing data is available for this year.$475$218$257$26.8$69.7$42.9
2020Detailed filing. Detailed filing data is available for this year.$378$174$204$22.0$4.69$17.3
2019Detailed filing. Detailed filing data is available for this year.$417$203$214$26.3$17.6$8.64
2018Detailed filing. Detailed filing data is available for this year.$427$215$212$28.2$25.4$2.77
2017Detailed filing. Detailed filing data is available for this year.$203$0.00$203$16.0$7.62$8.36
2016Detailed filing. Detailed filing data is available for this year.$183$0.00$183$8.82$7.18$1.64
2015Detailed filing. Detailed filing data is available for this year.$191$0.00$191$13.4$6.93$6.49
2014Detailed filing. Detailed filing data is available for this year.$190$0.00$190$12.7$12.0$0.69
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$213$0.00$213$18.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$206$0.00$206$13.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$218$0.00$218$13.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$176$0.00$176$13.8