Civic Intelligence

Earlham Foundation

990 • Fiscal year 2020 • EIN 35-6014491

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

Organization ProfileN/A
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

63rd percentile

0.46x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

7.92x

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

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Net Margin

98th percentile

79%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

5th percentile

$211,312

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Asset Growth

4th percentile

-9.4%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-16%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$378,086,314

Down $39,019,101 (-9.4%) from 2019

Net Assets

Down

$204,122,694

Down $9,752,695 (-4.6%) from 2019

Liabilities

Down

$173,963,620

Down $29,266,406 (-14%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin98th percentile

Revenue

Down

$21,976,711

Down $4,275,187 (-16%) from 2019

Expenses

Down

$4,694,873

Down $12,915,029 (-73%) from 2019

Net Income

Up

$17,281,838

Up $8,639,842 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

2020

Assets$378,086,314
Liabilities$173,963,620
Net Assets$204,122,694
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

2020

Revenue$21,976,711
Expenses$4,694,873
Net Income$17,281,838
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.2
Gross Receipts
$66,173,196
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 Other Securities$252,320,516$236,016,510▼ $16,304,006
Investments in Publicly Traded Securities$151,320,966$132,869,674▼ $18,451,292
Savings and Temporary Cash Investments$13,463,933$9,200,130▼ $4,263,803
Total Assets$417,105,415$378,086,314▼ $39,019,101
Liabilities
Other Liabilities$203,230,026$173,963,620▼ $29,266,406
Total Liabilities$203,230,026$173,963,620▼ $29,266,406
Net Assets / Fund Balance
Net Assets With Donor Restrictions$213,875,389$204,122,694▼ $9,752,695
Total Net Assets Fund Balance$213,875,389$204,122,694▼ $9,752,695
Total Liabilities and Net Assets / Fund Balance$417,105,415$378,086,314▼ $39,019,101

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$189,491,353--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$418,844,928$803,801▼ $6,294,175-$380,029,047
2018$429,201,775$730,895▲ $17,903,510-$418,844,928
2017$425,494,674$1,377,791▲ $32,381,384-$429,201,775
2016$384,132,175$6,773,209▲ $51,721,965-$425,494,674
2015$405,520,255$3,385,327▼ $7,971,915-$384,132,175
Compensation and Service Providers
Top Officer Pay5th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Catherine HabschmidtAsst. SecretaryPT$100,155$100,155

Board Members and Trustees

NameTitle
Mark NewlinChair
Joseph HedrickVice Chair
Brent TaylorDirector
Jim DonahueDirector
Marion ShoreDirector
Randy SadlerDirector
Tania DengDirector
Thomas JohnsonDirector
Phillip MorganAsst. Treasurer
Stacy DavidsonSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Acadian Asset Management LLCInvestment Services260 Franklin Street, Boston, MA 02110$250,566
Prime BuchholzInvestment Services273 Corporate Drive Suite 250, Portsmouth, NH 03801$232,730
Revenue and Support

Revenue Composition

Contributions and Grants
$803,801
Program Service Revenue
$0
Investment Income
$21,172,910
Other Revenue
$0
Change in Net Assets
$17,281,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,010,083
Other Expenses$684,790
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,010,083--$4,010,083
Fees for Service Investment Mgmnt Fees$684,790--$684,790
Total Functional Expenses$4,694,873$0$0$4,694,873
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Earlham CollegeRichmond, IN501(c)(3)Support$4,010,083

International Summary

Offices
0
Employees
0
Spending
$493,312

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$493,312
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$173,963,620
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 11B

“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
Stacy L Davidson
Title
Treasurer
Phone
7659831200
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy L Davidson
Formed
1931
Legal Domicile
In
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Capin Crouse LLP
Address
345 Massachusetts Avenue Suite 300, Indianapolis, IN 46204
Preparer
Ted R Batson Jr
Phone
5055022746
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 releases quarterly distributions of earnings to Earlham College and Earlham School of Religion to support their operations.”

Financial Statement Notes

Part V, Line 4:

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

Form 990, Schedule D, Part V, Lines 2A-2C:

“In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 6/30/2020. To date, Schedule D has not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions”

Raw XML AppendixShowing 400 of 539 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/BusinessNameLine1Txt0Stacy L Davidson
IRS990/BooksInCareOfDetail/PhoneNum07659831200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0801 National Road West
IRS990/BooksInCareOfDetail/USAddress/CityNm0Richmond
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047374
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0250566
IRS990/ContractorCompensationGrp/CompensationAmt1232730
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0260 Franklin Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1273 Corporate Drive Suite 250
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Boston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Portsmouth
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd103801
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Acadian Asset Management LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Prime Buchholz
IRS990/ContractorCompensationGrp/ServicesDesc0Investment Services
IRS990/ContractorCompensationGrp/ServicesDesc1Investment Services
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0803801
IRS990/CYGrantsAndSimilarPaidAmt04010083
IRS990/CYInvestmentIncomeAmt021172910
IRS990/CYOtherExpensesAmt0684790
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt017281838
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04694873
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021976711
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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0213875389
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0204122694
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04694873
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0684790
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0684790
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt245.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
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/OtherCompensationAmt026695
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt132233
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt219752
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Phillip Morgan
IRS990/Form990PartVIISectionAGrp/PersonNm1Stacy Davidson
IRS990/Form990PartVIISectionAGrp/PersonNm2Catherine Habschmidt
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Newlin
IRS990/Form990PartVIISectionAGrp/PersonNm4Joseph Hedrick
IRS990/Form990PartVIISectionAGrp/PersonNm5Jim Donahue
IRS990/Form990PartVIISectionAGrp/PersonNm6Brent Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm7Tania Deng
IRS990/Form990PartVIISectionAGrp/PersonNm8Thomas Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm9Randy Sadler
IRS990/Form990PartVIISectionAGrp/PersonNm10Marion Shore
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/ReportableCompFromRltdOrgAmt0184617
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1169103
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280403
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Asst. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01931
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt016624881
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt04010083
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04010083
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04010083
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060821366
IRS990/GrossReceiptsAmt066173196
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04548029
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04548029
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0252320516
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0236016510
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0151320966
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0132869674
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt044196485
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0See Schedule O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0213875389
IRS990/NetAssetsOrFundBalancesEOYAmt0204122694
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016624881
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016624881
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-27034533
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0203230026
IRS990/OtherLiabilitiesGrp/EOYAmt0173963620
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Stacy L Davidson
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0730895
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt016945175
IRS990/PYInvestmentIncomeAmt025521003
IRS990/PYOtherExpensesAmt0664727
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt08641996
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt017609902
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026251898
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt017281838
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0803801
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013463933
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09200130
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350868073
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04010083
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Earlham College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04010083
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/BoardDesignatedBalanceEOYPct00.05890
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0418844928
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0803801
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0380029047
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt033325507
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6294175
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0429201775
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0730895
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0418844928
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt028991252
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017903510
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0425494674
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01377791
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0429201775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt030052074
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032381384
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0384132175
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06773209
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0425494674
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt017132675
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051721965
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0405520255
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03385327
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0384132175
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt016801492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7971915
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0173963620
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Related Organization
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt046525157
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1189491353
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Domestic/International Equities
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Alternative Investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.94110
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization's endowment funds are used to support the educational programs of Earlham College.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 6/30/2020. To date, Schedule D has not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Schedule D, Part V, Lines 2a-2c:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0236016510
IRS990ScheduleD/TotalLiabilityAmt0173963620
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0493312
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0493312
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0The organization has analyzed its ownership in the foreign corporation, foreign partnership, and passive foreign investment company and has determined that it does not meet the reporting requirements for Form 5471 or Form 8621.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Accounting Method:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Schedule F, Part IV:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0493312
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt04010083
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Earlham College
IRS990ScheduleI/RecipientTable/RecipientEIN0350868073
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0801 National Road West
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Richmond
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/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0184617
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1169103
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt015323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt19000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011599

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$378,086,314
Liabilities
$173,963,620
Net assets
$204,122,694
Revenue
$21,976,711
Expenses
$4,694,873
Net income
$17,281,838
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