Civic Intelligence

Ptda Foundation

990 • Fiscal year 2022 • EIN 36-3225792

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization ProfileWWW.PTDA.ORG
230 W Monroe St 1410Chicago, IL 60606-4703

(312) 516-2100

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.08x

Higher debt load relative to revenue than 65% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

97th percentile

$253,616

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 86.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

27th percentile

-6.8%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

20%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$553,423

Down $40,205 (-6.8%) from 2021

Net Assets

Down

$529,816

Down $36,931 (-6.5%) from 2021

Liabilities

Down

$23,607

Down $3,274 (-12%) from 2021

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin20th percentile

Revenue

Up

$294,897

Up $49,172 (+20%) from 2021

Expenses

Up

$331,828

Up $38,605 (+13%) from 2021

Net Income

Up

-$36,931

Up $10,567 (+22%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2017: $571,760Liabilities 2017: $50Net Assets 2017: $571,7102017Assets 2018: $643,643Liabilities 2018: $209Net Assets 2018: $643,4342018Assets 2019: $652,014Liabilities 2019: $83Net Assets 2019: $651,9312019Assets 2020: $614,245Liabilities 2020: $0Net Assets 2020: $614,2452020Assets 2021: $593,628Liabilities 2021: $26,881Net Assets 2021: $566,7472021Assets 2022: $553,423Liabilities 2022: $23,607Net Assets 2022: $529,8162022Assets 2023: $574,331Liabilities 2023: $0Net Assets 2023: $574,3312023Assets 2024: $671,674Liabilities 2024: $0Net Assets 2024: $671,6742024

Highlighted filing

2022

Assets$553,423
Liabilities$23,607
Net Assets$529,816
Open 2022 Filing

Operations Trend

Revenue Growth62nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $347,222Expenses 2017: $280,967Net Income 2017: $66,2552017Revenue 2018: $286,184Expenses 2018: $214,460Net Income 2018: $71,7242018Revenue 2019: $292,432Expenses 2019: $283,935Net Income 2019: $8,4972019Revenue 2020: $194,027Expenses 2020: $231,713Net Income 2020: -$37,6862020Revenue 2021: $245,725Expenses 2021: $293,223Net Income 2021: -$47,4982021Revenue 2022: $294,897Expenses 2022: $331,828Net Income 2022: -$36,9312022Revenue 2023: $261,016Expenses 2023: $216,501Net Income 2023: $44,5152023Revenue 2024: $296,856Expenses 2024: $199,513Net Income 2024: $97,3432024

Highlighted filing

2022

Revenue$294,897
Expenses$331,828
Net Income-$36,931
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$317,928
Mission and Program Overview

Mission

The ptda foundation (the charitable arm of ptda) is dedicated to improving the knowledge, professionalism and productivity of individuals in the power transmission/motion control (pt/mc) industry.

Dedicated to improving the knowledge, professionalism and productivity of individuals in the power transmission/motion control (pt/mc) industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$538,678$458,946▼ $79,732
Pledges and Grants Receivable$51,950$76,900▲ $24,950
Prepaid Expenses and Deferred Charges$3,000--
Land, Buildings, and Equipment, Net$0--
Total Assets$593,628$553,423▼ $40,205
Other Assets Total$0$17,577▲ $17,577
Liabilities
Other Liabilities$24,777$0▼ $24,777
Accounts Payable and Accrued Expenses$2,104$23,607▲ $21,503
Total Liabilities$26,881$23,607▼ $3,274
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$372,967$340,309▼ $32,658
Net Assets With Donor Restrictions$193,780$189,507▼ $4,273
Total Net Assets Fund Balance$566,747$529,816▼ $36,931
Total Liabilities and Net Assets / Fund Balance$593,628$553,423▼ $40,205
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
Anna MeyerSr Director of Project Manageme$116,343$116,343

Board Members and Trustees

NameTitle
Bill MoorePresident
Jean-pierre BouchardPtda President (ex Officio
Hafeez HameerVice President
Barbara J RossDirector
Brian ShortDirector
Carin SampsonDirector
John M MasekDirector
Jt WubboldingDirector
Keith NowakDirector
Lauren LanterDirector
Matthew PavlinskyDirector
Missy MuenteDirector
Scott TaylorDirector
Ann ArnottExecutive Director
Mike MclainFirst VP (ex Officio)
Brian NowakSecond VP (ex Officio)
Bill ShepardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$292,118
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,779
All Other Contributions
$280,168
Change in Net Assets
$-36,931

Audited Revenue Reconciliation

Revenue per Audited Statements
$294,897
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$294,897
Total Revenue per Form 990
$294,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$331,828
Total Fundraising Expense$54,368
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$102,794$50,108$39,673$192,575
Other Expenses$44,647--$44,647
Fees for Services Other$30,836--$30,836
Occupancy$16,087$7,841$6,208$30,136
Conferences and Meetings-$6,405$2,632$9,037
Fees for Services Accounting-$5,199$1,541$6,740
Office Expenses$5,230$860$637$6,727
Travel-$4,495$316$4,811
Information Technology$1,458$508$2,009$3,975
Advertising$992-$1,352$2,344
Total Functional Expenses$202,044$75,416$54,368$331,828

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$331,828
Total Expenses per Audited Statements$331,828
Total Expenses per Form 990$331,828
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,810
Fundraising Direct Expenses$23,031
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$37,760$25,810$3,619$22,191
Total Events$37,760$25,810$23,031$2,779
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The ptda foundation treasurer reviews and signs the tax returns. The ptda foundation executive vice president also reviews the returns prior to providing them to the treasurer for signature.”

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

“The organization screens its board candidates during the nominating process to ensure a conflict of interest does not exist. On an annual basis, board members sign a conflict of interest statement. Members are not utilized as a vendors to the organization. Board members are reminded to declare any conflicts of interest at each board meeting.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi: section b, line 15: the ptda foundation has no direct employees.”

Form 990, Part VI, Section C, Line 19

“Interested persons should contact ptda foundation directly to request a copy of governing documents, conflict of interest policies and financial statements.”

Filing and Contact Details

Filer

Filer Name
Ptda Foundation
EIN
36-3225792
Phone
3125162100
Address
230 W MONROE ST 1410, CHICAGO, IL 60606-4703

Signing Officer

Name
Brian Davis
Title
Treasurer
Phone
3125162100
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Arnott
Formed
1982
Legal Domicile
De
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
25

Preparer

Firm
Mann Weitz & Associates LLC
Address
111 DEER LAKE ROAD SUITE 125, DEERFIELD, IL 60015
Preparer
Marcy Steindler
Phone
8472673400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. As of december 31, 2022, the foundation had no uncertain tax positions that qualify for recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 558 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/TitleTxt13PTDA PRESIDENT (EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt14FIRST VP (EX OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECOND VP (EX OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
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IRS990/GrossReceiptsAmt0317928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02009
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0508
IRS990/InformationTechnologyGrp/ProgramServicesAmt01458
IRS990/InformationTechnologyGrp/TotalAmt03975
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PTDA FOUNDATION (THE CHARITABLE ARM OF PTDA) IS DEDICATED TO IMPROVING THE KNOWLEDGE, PROFESSIONALISM AND PRODUCTIVITY OF INDIVIDUALS IN THE POWER TRANSMISSION/MOTION CONTROL (PT/MC) INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0566747
IRS990/NetAssetsOrFundBalancesEOYAmt0529816
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02779
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02779
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0372967
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0340309
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06208
IRS990/OccupancyGrp/ManagementAndGeneralAmt07841
IRS990/OccupancyGrp/ProgramServicesAmt016087
IRS990/OccupancyGrp/TotalAmt030136
IRS990/OfficeExpensesGrp/FundraisingAmt0637
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0860
IRS990/OfficeExpensesGrp/ProgramServicesAmt05230
IRS990/OfficeExpensesGrp/TotalAmt06727
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt017577
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RESEARCH
IRS990/OtherExpensesGrp/ProgramServicesAmt044647
IRS990/OtherExpensesGrp/TotalAmt044647
IRS990/OtherLiabilitiesGrp/BOYAmt024777
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt051950
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt076900
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03000
IRS990/PrincipalOfficerNm0ANN ARNOTT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0IMPROVING THE PROFESSIONALISM OF THE INDUSTRY WITH RESOURCES TO ASSIST IN ATTRACTING INDIVIDUALS TO THE PT/MC INDUSTRY AND WITH PROGRAMS RECOGNIZING INDIVIDUALS WHO EXCEL IN THE PT/MC INDUSTRY. IN 2022, THE PTDA FOUNDATION PRESENTED AWARDS TO A TRAILBLAZING WOMAN AND A FUTURE LEADER IN THE INDUSTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021291
IRS990/ProgSrvcAccomActy3Grp/Desc0IMPROVING THE PRODUCTIVITY OF INDIVIDUALS IN THE HUMAN RESOURCES FUNCTIONS IN THE INDUSTRY BY PROVIDING PT/MC-SPECIFIC RESOURCES FOR THEIR USE IN FULFILLMENT OF THEIR JOB RESPONSIBILITIES. IN 2022, THE PTDA FOUNDATION HOSTED EDUCATIONAL PROGRAMMING TO ASSIST EMPLOYERS IN IMPROVING THE PROFESSIONALISM AND PRODUCTIVITY OF THEIR WORKFORCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt034607
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0240121
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0293223
IRS990/PYOtherRevenueAmt05006
IRS990/PYProgramServiceRevenueAmt0598
IRS990/PYRevenuesLessExpensesAmt0-47498
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0293223
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0245725
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-36931
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION OBTAINS A COPY OF THE SUPPORTED 501(C)(6) ORGANIZATION'S IRS DETERMINATION LETTER AND ANNUALLY COMPLETES A PRO FORMA SCHEDULE A, PART III TO ENSURE THAT THE ORGANIZATION WOULD QUALIFY UNDER 509(A)(2) RULES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PTDA FOUNDATION'S MISSION IS TO IMPROVE THE KNOWLEDGE, PROFESSIONALISM, AND PRODUCTIVITY OF INDIVIDUALS IN THE POWER TRANSMISSION/MOTION CONTROL (PT/MC) INDUSTRY. THE PT WORK FORCE PROGRAM IMPROVES KNOWLEDGE THROUGH RESEARCH ON INDUSTRY-SPECIFIC TRENDS AND BEST PRACTICES, IMPROVES PROFESSIONALISM THROUGH PROGRAMS TO ASSIST IN ATTRACTING SPECIFIC TALENTS AND IMPROVING PRODUCTIVITY THROUGH EDUCATIONAL AND EVENT PROGRAMMING TO STREAMLINE PROCESSES. IN 2022 THE FOUNDATION INCREASED SPENDING TO SUPPPORT THE TRAINING OF INDVIDUALS IN THE INDUSTRY. THEREFORE, THE FOUNDATION ACTIVITIES ARE ALL ALLOWABLE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0366094108
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0202044
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0POWER TRANSMISSION DISTRIBUTORS ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0202044
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0331828
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0294897
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2022, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0331828
IRS990ScheduleD/TotalRevenuePerForm990Amt0294897
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0294897
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0331828
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011950
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011950
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023031
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04200
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025810
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02779
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03619
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03619
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015212
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt015212
IRS990ScheduleJ/AnyNonFixedPaymentsInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,423
Liabilities
$23,607
Net assets
$529,816
Revenue
$294,897
Expenses
$331,828
Net income
-$36,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$2.97$2.00$0.97
2023Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$2.61$2.17$0.45
2022Detailed filing. Detailed filing data is available for this year.$5.53$0.24$5.30$2.95$3.32$0.37
2021Detailed filing. Detailed filing data is available for this year.$5.94$0.27$5.67$2.46$2.93$0.47
2020Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$1.94$2.32$0.38
2019Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$2.92$2.84$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.43$2.86$2.14$0.72
2017Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$3.47$2.81$0.66