Civic Intelligence

Fannie and John Hertz Foundation

990 • Fiscal year 2017 • EIN 36-2411723

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 21, 2018

Organization ProfileWWW.HERTZFOUNDATION.ORG
2300 First Street N 50Livermore, CA 94550

(925) 373-1642

Siviq Scores

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

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.53x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

17th percentile

-8.4%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

77th percentile

$285,430

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

39th percentile

1.7%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-37%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$21,540,670

Up $349,679 (+1.7%) from 2016

Net Assets

Up

$19,329,447

Up $291,984 (+1.5%) from 2016

Liabilities

Up

$2,211,223

Up $57,695 (+2.7%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin17th percentile

Revenue

Down

$4,145,164

Down $2,407,200 (-37%) from 2016

Expenses

Up

$4,494,891

Up $642,257 (+17%) from 2016

Net Income

Down

-$349,727

Down $3,049,457 (-113%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$60M$40M$20M$0Assets 2011: $21,849,972Liabilities 2011: $2,087,915Net Assets 2011: $19,762,0572011Assets 2012: $20,694,567Liabilities 2012: $1,939,126Net Assets 2012: $18,755,4412012Assets 2013: $19,674,796Liabilities 2013: $1,914,693Net Assets 2013: $17,760,1032013Assets 2014: $21,630,420Liabilities 2014: $2,292,063Net Assets 2014: $19,338,3572014Assets 2015: $19,436,781Liabilities 2015: $2,466,965Net Assets 2015: $16,969,8162015Assets 2016: $21,190,991Liabilities 2016: $2,153,528Net Assets 2016: $19,037,4632016Assets 2017: $21,540,670Liabilities 2017: $2,211,223Net Assets 2017: $19,329,4472017Assets 2018: $22,694,391Liabilities 2018: $2,020,500Net Assets 2018: $20,673,8912018Assets 2019: $24,466,943Liabilities 2019: $1,737,763Net Assets 2019: $22,729,1802019Assets 2020: $24,883,206Liabilities 2020: $2,234,507Net Assets 2020: $22,648,6992020Assets 2021: $29,213,810Liabilities 2021: $2,631,324Net Assets 2021: $26,582,4862021Assets 2022: $31,929,987Liabilities 2022: $2,010,575Net Assets 2022: $29,919,4122022Assets 2023: $35,725,069Liabilities 2023: $2,693,062Net Assets 2023: $33,032,0072023Assets 2024: $41,147,276Liabilities 2024: $3,008,152Net Assets 2024: $38,139,1242024Assets 2025: $48,593,851Liabilities 2025: $2,877,841Net Assets 2025: $45,716,0102025

Highlighted filing

2017

Assets$21,540,670
Liabilities$2,211,223
Net Assets$19,329,447
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $3,761,3832011Expenses 2012: $3,444,1392012Expenses 2013: $3,376,1472013Revenue 2014: $3,984,010Expenses 2014: $4,116,973Net Income 2014: -$132,9632014Revenue 2015: $2,567,311Expenses 2015: $4,138,816Net Income 2015: -$1,571,5052015Revenue 2016: $6,552,364Expenses 2016: $3,852,634Net Income 2016: $2,699,7302016Revenue 2017: $4,145,164Expenses 2017: $4,494,891Net Income 2017: -$349,7272017Revenue 2018: $5,055,682Expenses 2018: $4,364,123Net Income 2018: $691,5592018Revenue 2019: $6,110,538Expenses 2019: $4,279,526Net Income 2019: $1,831,0122019Revenue 2020: $4,632,095Expenses 2020: $4,823,075Net Income 2020: -$190,9802020Revenue 2021: $5,373,923Expenses 2021: $4,480,000Net Income 2021: $893,9232021Revenue 2022: $16,499,886Expenses 2022: $4,268,923Net Income 2022: $12,230,9632022Revenue 2023: $6,676,798Expenses 2023: $5,632,037Net Income 2023: $1,044,7612023Revenue 2024: $8,364,011Expenses 2024: $6,947,930Net Income 2024: $1,416,0812024Revenue 2025: $12,220,559Expenses 2025: $7,500,495Net Income 2025: $4,720,0642025

Highlighted filing

2017

Revenue$4,145,164
Expenses$4,494,891
Net Income-$349,727
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 21, 2018
Return Version
2016v3.0
Gross Receipts
$9,178,499
Mission and Program Overview

Mission

The hertz foundation provides unique financial and fellowship support to the nation's most remarkable phd students in the physical, biological and engineering sciences. Our goal is to enhance the freedom and ability of these students to make important new innovations that strengthen the nation and improve the human condition. Offering a fellowship valued at up to $250,000 with five-year tenure, the foundation has supported some 1,169 fellows, two of whom have won nobel prizes and over 30 of whom are members of the national academy of sciences or the national academy of engineering. At present, half of the in-school fellows conduct research in the biosciences and 10% are in md/phd programs. In addition to academic support, the foundation offers, with support from alumni fellows and corporate sponsors, unique extra-academic retreats, symposia, workshops, and internship opportunities. Hertz fellowships are among the most prestigious in the world.

To identify, support and mentor the top us phd students in science, math and engineering

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,525,050$14,681,451▼ $843,599
Pledges and Grants Receivable$4,581,222$4,876,428▲ $295,206
Cash and Non-Interest-Bearing Accounts$801,525$1,762,374▲ $960,849
Prepaid Expenses and Deferred Charges$140,155$144,813▲ $4,658
Receivables From Officers Etc$100,000$60,000▼ $40,000
Savings and Temporary Cash Investments$40,101$0▼ $40,101
Accounts Receivable-$12,666-
Total Assets$21,190,991$21,540,670▲ $349,679
Other Assets Total$2,938$2,938→ $0
Liabilities
Grants Payable$2,046,790$2,026,307▼ $20,483
Accounts Payable and Accrued Expenses$100,038$176,996▲ $76,958
Deferred Revenue$6,700$7,920▲ $1,220
Total Liabilities$2,153,528$2,211,223▲ $57,695
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,520,005$10,143,802▲ $623,797
Unrestricted Net Assets$9,517,458$9,185,645▼ $331,813
Total Net Assets Fund Balance$19,037,463$19,329,447▲ $291,984
Total Liabilities and Net Assets / Fund Balance$21,190,991$21,540,670▲ $349,679

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,043,782$10,000▲ $435,450-$4,372,374
2015$4,099,170$10,500▲ $47,973-$4,043,782
2014$4,106,217-▲ $99,073-$4,099,170
2013$3,733,446-▲ $491,701-$4,106,217
2012$3,581,824-▲ $308,459-$3,733,446
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robbee Baker KosakPresidentFT$248,200$37,230$285,430
Katherine YoungCOOFT$134,939$20,241$155,180
Thomas a WeaverSenior Fellowship InterviePT$90,508-$90,508
Charles WingardCFOPT$64,506-$64,506
jayne iafratesenior development director, east coastPT$31,035-$31,035

Board Members and Trustees

NameTitle
M Michael AnsourVice President
Carla NewmanDirector
Daniel GoodmanDirector
Harold J NewmanDirector
Kimberly S BusilDirector
Lily KimDirector
Paul M YoungDirector
Richard B MilesDirector
Roger FalconeDirector
ray sidneyDirector
rosemarie havranekdirector
David GalasChariman
Stephen FantoneSecretary
Paul DelucaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,211,162
Program Service Revenue
$0
Investment Income
$934,002
Other Revenue
$0
All Other Contributions
$3,211,162
Change in Net Assets
$-349,727

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Publicly Traded$293,239Fair Market Value (FMV)
Total Noncash Contributions$293,239-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,081,020
Revenue Not Reported on Financial Statements
$64,144
Revenue Not Reported on Form 990
$646,711
Total Revenue per Audited Statements
$4,727,731
Total Revenue per Form 990
$4,145,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,909,786
Other Expenses$1,326,120
Salaries, Compensation, and Employee Benefits$1,258,985
Total Fundraising Expense$763,212
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,909,786--$1,909,786
Other Salaries and Wages$62,928$121,497$297,799$482,224
Current Officers, Directors, Trustees, and Key Employees$292,713$66,679$66,438$425,830
Travel$166,884$45,420$40,045$252,349
Advertising$4,131$156,133$86,254$246,518
Fees for Services Other$125,968$25,551$60,544$212,063
Conferences and Meetings$182,470$1,899$18,239$202,608
Other Employee Benefits$27,597$84,445$39,962$152,004
Pension Plan Contributions$50,162$29,958$56,506$136,626
Occupancy$75,121$20,613$25,962$121,696
Office Expenses$22,443$19,812$25,189$67,444
Fees for Service Investment Mgmnt Fees-$64,144-$64,144
Payroll Taxes$23,994$12,937$25,370$62,301
Fees for Services Accounting-$60,000-$60,000
Fees for Services Legal-$45,876$11,897$57,773
Insurance--$9,007$9,007
Information Technology$1,740$2,599-$4,339
Other Expenses$0$500-$500
Total Functional Expenses$2,967,487$764,192$763,212$4,494,891

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,494,891
Total Expenses per Audited Statements$4,435,747
Expenses per Audited Statements$4,430,747
Expenses Not Reported on Financial Statements$64,144
Expenses Not Reported on Form 990$5,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$100,000$60,000▼ $40,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 A, line 2

“one director is the daughter of another director.”

Form 990, Part VI, Section A, line 4

“THE PURPOSE OR PURPOSES CLauSE IN THE ARTICLES OF INCORPORATION SHALL BE THE SAME AS THE PURPOSE OR PURPOSES CLAUSE IN THE BYLAWS. THE ARTICLES OF INCORPOARTION WERE AMENDED JANUARY 9, 2015, TO DELETE THE WORDS "IF CALLED UPON BY THE UNITED STATES GOVERNMENT". ARTICLE II, SECTION 5 OF THE BYLAWS SHALL BE REWRITTEN TO DELETE THESE WORDS. THE BYLAWS ARE IN THE PRCESS OF BEING UPDATED.”

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

“The draft of the form 990 was e-mailed to each director for comments this year as was the case last year. Each director received a final copy of the form 990 by e-mail. The form 990 is posted on the foundation's website, www.hertzfoundation.org.”

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

“Each director, officer, and employee of tthe foundation shall sign an annual disclosure statement affirming that the person has recieved a copy of the conflict of interest policy, has read and understood the policy, has agreed to comply with the policy, and discloses any direct or indirect affiliations. All annual disclosure statements are submitted to the president of the foundation prior to the first meeting of the board of directors in the following year. This process was undertaken in march 2015 and continues to this day.”

Form 990, Part VI, Section B, line 15

“THE PRESIDENTS, THE CEO'S, THE CFO'S AND THE STAFF'S COMPENSATION IS DETERMINED BY COMPARISION TO EQUIVALENT POSITIONS IN EQUIVALENT NON-PROFIT ORGANIZATIONS IN NORTHERN CALIFORNIA USING A SALARY SURVEY OF SEVERAL HUNDRED CHARITIES. THE PRESIDNET PREPARES A SALARY ADJUSTMENT PACKAGE BASED ON COMPARISION OF BOTH JOB CONTENT AND PRESENT COMPENSATION WHICH IS SUBMITTED TO THE FINANCE COMMITTEE FOR MODIFICATION AND THEN ACCEPTED OR FUTHER MODIFIED BY THE BOARD. THIS PROCESS WAS LAST UNDERTAKEN IN march 2015.”

Form 990, Part VI, Section C, line 19

“The foundation irs form 990 and the independent audit report and financial statements are published on its website at www.hertzfoundation.org. The governing documents and conflict of interest policy are distributed to the board members and employees. They are not ordinarily made available to the public, but, if requested, will be provided at management's discretion.”

990, Part VI, Line 2

“one director is the daughter of another director.”

Filing and Contact Details

Filer

Filer Name
Fannie and John Hertz Foundation
EIN
36-2411723
Phone
9253731642
Address
2300 First Street N 50, Livermore, CA 94550

Signing Officer

Name
Robbee Baker Kosak
Title
President
Phone
9253731642
Signed
2018-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robbee Baker Kosak
Formed
1945
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
11
Volunteers
24

Preparer

Firm
Robert Lee and Associates LLP
Address
999 W Taylor Street Suite A, San Jose, CA 95126
Preparer
Scott R Smead
Phone
4088556770
Supplemental Narrative

Additional Explanations

990, Part IV, Line 2

“the process has not changed from the prior year”

Financial Statement Notes

Part X, Line 2:

“The Foundation evaluates its uncertain tax positions and will recognize a loss contingency when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonable estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position for all uncertain tax positions in the aggregate could differ from the amount recognized. As of June 30, 2017 management did not identify any uncertain tax positions.”

Raw XML AppendixShowing 400 of 667 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/AccountsPayableAccrExpnssGrp/BOYAmt0100038
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0176996
IRS990/AccountsReceivableGrp/EOYAmt012666
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO IDENTIFY, SUPPORT AND MENTOR THE TOP US PHD STUDENTS IN SCIENCE, MATH AND ENGINEERING
IRS990/AdvertisingGrp/FundraisingAmt086254
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0156133
IRS990/AdvertisingGrp/ProgramServicesAmt04131
IRS990/AdvertisingGrp/TotalAmt0246518
IRS990/AllOtherContributionsAmt03211162
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CHARLES WINGARD CFO
IRS990/BooksInCareOfDetail/PhoneNum09253731642
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02300 FIRST STREET NO 250
IRS990/BooksInCareOfDetail/USAddress/CityNm0LIVERMORE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094550
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0801525
IRS990/CashNonInterestBearingGrp/EOYAmt01762374
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt066438
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt066679
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0292713
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0425830
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt018239
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01899
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0182470
IRS990/ConferencesMeetingsGrp/TotalAmt0202608
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03211162
IRS990/CYGrantsAndSimilarPaidAmt01909786
IRS990/CYInvestmentIncomeAmt0934002
IRS990/CYOtherExpensesAmt01326120
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-349727
IRS990/CYSalariesCompEmpBnftPaidAmt01258985
IRS990/CYTotalExpensesAmt04494891
IRS990/CYTotalFundraisingExpenseAmt0763212
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04145164
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt06700
IRS990/DeferredRevenueGrp/EOYAmt07920
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Hertz Fellowship Program The Hertz Fellowship is the only 5-year PhD Fellowship in STEM in the U.S. and is widely considered to be the most prestigious. The Fellowship Program is the Fdn's core mission and comprises the largest annual expense. It includes tuition, stipend, mentoring and fellowship selection. In FY '17, the tuition and stipend packages totaled $1.9M for 66 students. The selection of Fellowship recipients is the most rigorous in the U.S.: more than 700 applications are reviewed by top scientists, mathematicians and engineers, many of them alumni Fellows. Then 120 were chosen for in-person, first-round interviews, followed by a second round wherein the 40 Finalists were interviewed. The final group of 12 were awarded Fellowships. See Schedule O for additional informationSelection and mentoring of in-school Fellows costs an additional $507K. In FY '17, the total cost of the Fellowship Program was $2.4M or 55% of the operating budget. Hertz Fellows are recognized as some of the most accomplished in the world. Already they include: 2 Nobel Laureates; 38 members of the National Academies; winners of 8 Breakthrough Prizes; and recipients of the National Medal of Technology, a Turing Award, Fields Medal, and the National Medal of Science.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01909786
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt060000
IRS990/FeesForServicesAccountingGrp/TotalAmt060000
IRS990/FeesForServicesLegalGrp/FundraisingAmt011897
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt045876
IRS990/FeesForServicesLegalGrp/TotalAmt057773
IRS990/FeesForServicesOtherGrp/FundraisingAmt060544
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt025551
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0125968
IRS990/FeesForServicesOtherGrp/TotalAmt0212063
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt064144
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt064144
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1435.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1520.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1635.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1828.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID GALAS
IRS990/Form990PartVIISectionAGrp/PersonNm1M MICHAEL ANSOUR
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL DELUCA
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN FANTONE
IRS990/Form990PartVIISectionAGrp/PersonNm4KIMBERLY S BUSIL
IRS990/Form990PartVIISectionAGrp/PersonNm5ROGER FALCONE
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7LILY KIM
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD B MILES
IRS990/Form990PartVIISectionAGrp/PersonNm9CARLA NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10HAROLD J NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11PAUL M YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm12ray sidney
IRS990/Form990PartVIISectionAGrp/PersonNm13rosemarie havranek
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBBEE BAKER KOSAK
IRS990/Form990PartVIISectionAGrp/PersonNm15CHARLES WINGARD
IRS990/Form990PartVIISectionAGrp/PersonNm16KATHERINE YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm17THOMAS A WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm18jayne iafrate
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14285430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1564506
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16155180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1790508
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1831035
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHARIMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13director
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15cfo
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17SENIOR FELLOWSHIP INTERVIE
IRS990/Form990PartVIISectionAGrp/TitleTxt18senior development director, east coast
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0565034
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt01909786
IRS990/GrantsPayableGrp/BOYAmt02046790
IRS990/GrantsPayableGrp/EOYAmt02026307
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01909786
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01909786
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05598369
IRS990/GrossReceiptsAmt09178499
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02599
IRS990/InformationTechnologyGrp/ProgramServicesAmt01740
IRS990/InformationTechnologyGrp/TotalAmt04339
IRS990/InsuranceGrp/FundraisingAmt09007
IRS990/InsuranceGrp/TotalAmt09007
IRS990/InvestmentIncomeGrp/ExclusionAmt0368968
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0368968
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015525050
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014681451
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05033335
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION RUNS THE MOST SELECTIVE AND COMPETITIVE PHD FELLOWSHIP PROGRAM IN THE US DEDICATED TO THE SCIENCES, ENGINEERING AND MATHEMATICS. RECIPIENTS ARE REGULARLY RECOGNIZED AS SOME OF THE MOST ACCOMPLISHED IN THE WORLD. THEY INCLUDE 2 NOBEL LAUREATES, 8 BREAKTHROUGH PRIZE AWARDS, A TURING AWARD WINNER, A FIELD'S MEDALIST, 2 MACARTHUR "GENIUS" AWARDS AND HOLDERS OF MORE THAN 3,000 PATENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019037463
IRS990/NetAssetsOrFundBalancesEOYAmt019329447
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0565034
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0565034
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0641711
IRS990/NoncashContributionsAmt0293239
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt025962
IRS990/OccupancyGrp/ManagementAndGeneralAmt020613
IRS990/OccupancyGrp/ProgramServicesAmt075121
IRS990/OccupancyGrp/TotalAmt0121696
IRS990/OfficeExpensesGrp/FundraisingAmt025189
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019812
IRS990/OfficeExpensesGrp/ProgramServicesAmt022443
IRS990/OfficeExpensesGrp/TotalAmt067444
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02938
IRS990/OtherAssetsTotalGrp/EOYAmt02938
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt039962
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt084445
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027597
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0152004
IRS990/OtherExpensesGrp/Desc0AWARDS
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2sponsorships
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06129
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1500
IRS990/OtherExpensesGrp/ProgramServicesAmt021550
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt021550
IRS990/OtherExpensesGrp/TotalAmt16129
IRS990/OtherExpensesGrp/TotalAmt2500
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0297799
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0121497
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt062928
IRS990/OtherSalariesAndWagesGrp/TotalAmt0482224
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt025370
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012937
IRS990/PayrollTaxesGrp/ProgramServicesAmt023994
IRS990/PayrollTaxesGrp/TotalAmt062301
IRS990/PensionPlanContributionsGrp/FundraisingAmt056506
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt029958
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt050162
IRS990/PensionPlanContributionsGrp/TotalAmt0136626
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04581222
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04876428
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0140155
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0144813
IRS990/PrincipalOfficerNm0ROBBEE BAKER KOSAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Expanding the Fellowship Program: Fundraising & PR Current resources allow for only 1/3 of all worthy candidates to receive a fellowship annually. As a result, the Fdn's goal is to raise sufficient support to fund all worthy candidates each year. To achieve this, in 2015, the board authorized a significant budget increase to build a more aggressive and successful national fundraising and PR effort. Tangible results have come quickly with 2016 and 2017 yielding record fundraising cash results$2.3M in FY '16 and $2.9M in FY '17. Additionally, in FY '16, the Bill & Melinda Gates Fdn made a $5M pledge (5yr payout); pledges in FY' 17 totaled $1.2M. See Schedule O for additional informationMoreover, 27% of Fellows now make a gift annually to the Fdn, a level of graduate alumni support that far exceeds that of most top universities. In FY '17, the Foundation received its first bequest and launched a planned giving program. The fundraising and PR budget totaled $770K or 17% of the budget.Total compensation at the Foundation increased by 26% this year, a sum well beyond the 3% raise pool. This was due to the addition of an experienced sr development officer and a housing loan (retention incentive in the president's original employment contract).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0506810
IRS990/ProgSrvcAccomActy3Grp/Desc0Hertz Community: Workshops & RetreatsThese activities are designed to support and expand research collaborations and to share new techniques and discoveries among all Hertz Fellows (in-school and alumni--over 1,200 individuals), as well as to provide connections to other top scientists and innovators, globally. These activities include: an annual summer scientific workshop; monthly updates on research discoveries of fellows; regional gatherings featuring a top science/technology leader as speaker; and two annual retreats for the in-school fellows. A large portion of these expenses are now offset by restricted alumni gifts. See Schedule O for additional informationFellows are eligible for three prizes awarded by the Foundation. These include the Thesis Prize, the Peter Strauss Award for Exceptional Leadership in Entrepreneurial Endeavors, and the Newman Entrepreneurial Award. The latter two are funded by a donor. Total costs for the Hertz Community were $550K or 12.4% of the budget.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0550891
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05737691
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01957801
IRS990/PYInvestmentIncomeAmt0814673
IRS990/PYOtherExpensesAmt0963815
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02699730
IRS990/PYSalariesCompEmpBnftPaidAmt0931018
IRS990/PYTotalExpensesAmt03852634
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06552364
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0100000
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt060000
IRS990/ReconcilationRevenueExpnssAmt0-349727
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03211162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05737691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01341428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03063918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0763485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014117684
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0368968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0545160
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0547247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0437954
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0493913
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02393242
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt091
IRS990ScheduleA/OtherIncome170Grp/TotalAmt091
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43800
IRS990ScheduleA/PublicSupportPY170Pct00.40950
IRS990ScheduleA/PublicSupportTotal170Amt07231464
IRS990ScheduleA/SubstantialContributorsTotAmt06886220
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03211162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05737691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01341428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03063918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0763485
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014117684
IRS990ScheduleA/TotalSupportAmt016511017
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,540,670
Liabilities
$2,211,223
Net assets
$19,329,447
Revenue
$4,145,164
Expenses
$4,494,891
Net income
-$349,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.6$2.88$45.7$12.2$7.50$4.72
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$3.01$38.1$8.36$6.95$1.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$2.69$33.0$6.68$5.63$1.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.9$2.01$29.9$16.5$4.27$12.2
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.2$2.63$26.6$5.37$4.48$0.89
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$2.23$22.6$4.63$4.82$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$1.74$22.7$6.11$4.28$1.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$2.02$20.7$5.06$4.36$0.69
2017Detailed filing. Detailed filing data is available for this year.$21.5$2.21$19.3$4.15$4.49$0.35
2016Detailed filing. Detailed filing data is available for this year.$21.2$2.15$19.0$6.55$3.85$2.70
2015Detailed filing. Detailed filing data is available for this year.$19.4$2.47$17.0$2.57$4.14$1.57
2014Detailed filing. Detailed filing data is available for this year.$21.6$2.29$19.3$3.98$4.12$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$1.91$17.8$3.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$1.94$18.8$3.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$2.09$19.8$3.76