Civic Intelligence

Lori & David Scott Foundation

990 • Fiscal year 2020 • EIN 36-4071892

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization ProfileN/A
10340 North 84th StreetOmaha, NE 68122

(402) 502-1122

Siviq Scores

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

Liabilities / Assets

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

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

Liabilities / Revenue

32nd percentile

0.19x

Higher debt load relative to revenue than 32% of similar nonprofits.

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

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

89th percentile

$648,313

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

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

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

39th percentile

-1.3%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$36,363,916

Up $4,346,303 (+14%) from 2019

Net Assets

Up

$35,381,397

Up $4,741,775 (+15%) from 2019

Liabilities

Down

$982,519

Down $395,472 (-29%) from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin97th percentile

Revenue

Down

$5,045,860

Down $65,779 (-1.3%) from 2019

Expenses

Down

$686,403

Down $720,879 (-51%) from 2019

Net Income

Up

$4,359,457

Up $655,100 (+18%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$60M$40M$20M$0Assets 2019: $32,017,613Liabilities 2019: $1,377,991Net Assets 2019: $30,639,6222019Assets 2020: $36,363,916Liabilities 2020: $982,519Net Assets 2020: $35,381,3972020Assets 2021: $40,121,871Liabilities 2021: $612,763Net Assets 2021: $39,509,1082021Assets 2022: $37,805,055Liabilities 2022: $376,704Net Assets 2022: $37,428,3512022Assets 2023: $39,031,694Liabilities 2023: $393,874Net Assets 2023: $38,637,8202023Assets 2024: $38,962,608Liabilities 2024: $190,000Net Assets 2024: $38,772,6082024

Highlighted filing

2020

Assets$36,363,916
Liabilities$982,519
Net Assets$35,381,397
Open 2020 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2019: $5,111,639Expenses 2019: $1,407,282Net Income 2019: $3,704,3572019Revenue 2020: $5,045,860Expenses 2020: $686,403Net Income 2020: $4,359,4572020Revenue 2021: $1,263,368Expenses 2021: $450,047Net Income 2021: $813,3212021Revenue 2022: $624,434Expenses 2022: $579,682Net Income 2022: $44,7522022Revenue 2023: $5,493,282Expenses 2023: $977,925Net Income 2023: $4,515,3572023Revenue 2024: $843,713Expenses 2024: $723,121Net Income 2024: $120,5922024

Highlighted filing

2020

Revenue$5,045,860
Expenses$686,403
Net Income$4,359,457
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Gross Receipts
$17,257,757
Mission and Program Overview

Mission

The mission of the foundation is to distribute funds for charitable purposes in the areas of civic, cultural, health, education and social services.

See statement othe mission of the foundation is to distribute funds for charitable purposes in the areas of civic, cultural, health, education, and social services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,440,925$35,012,448▲ $3,571,523
Savings and Temporary Cash Investments$322,146$1,119,545▲ $797,399
Total Assets$32,017,613$36,363,916▲ $4,346,303
Other Assets Total$254,542$231,923▼ $22,619
Liabilities
Grants Payable$1,377,991$982,519▼ $395,472
Total Liabilities$1,377,991$982,519▼ $395,472
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$30,639,622$35,381,397▲ $4,741,775
Total Net Assets Fund Balance$30,639,622$35,381,397▲ $4,741,775
Total Liabilities and Net Assets / Fund Balance$32,017,613$36,363,916▲ $4,346,303
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
W David ScottDirector (chairman)
Calvin SissonPresident & CEO
Rich EakinVice President
Ellen WrightDirector
Jack R McdonnellDirector
James E LandenDirector
Lori ScottDirector
John K BoyerDirector (secretary)
Christi AnninDirector of Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$4,068,400
Program Service Revenue
$0
Investment Income
$962,670
Other Revenue
$14,790
All Other Contributions
$4,068,400
Change in Net Assets
$4,359,457

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock5,812$4,068,400Fair Market Value (FMV)
Total Noncash Contributions5,812$4,068,400-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,952,358
Revenue Not Reported on Financial Statements
$93,502
Revenue Not Reported on Form 990
$382,318
Other Revenue Adjustments
$93,502
Total Revenue per Audited Statements
$5,334,676
Total Revenue per Form 990
$5,045,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$418,100
Other Expenses$268,303
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$418,100--$418,100
Fees for Services Management$50,000$50,000-$100,000
Fees for Service Investment Mgmnt Fees-$93,502-$93,502
Other Expenses$19,028$10,000-$19,028
Fees for Services Accounting$6,850$6,850-$13,700
Total Functional Expenses$526,051$160,352$0$686,403

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$686,403
Expenses per Audited Statements$592,901
Total Expenses per Audited Statements$592,901
Expenses Not Reported on Financial Statements$93,502
Other Expense Adjustments$93,502
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northwestern CollegeOrange City, IA501 (c) (3)Capital Campaign and General Operating Support$261,000
Brownell Talbot SchoolOmaha, NE501 (c) (3)Event, General Operating Support, and Scholarships$91,600
Boy Scouts of America Mid-america CouncilOmaha, NE501 (c) (3)Events$15,000
Metropolitan Community College FoundationOmaha, NE501 (c) (3)Program Support$15,000
Yanney Heritage Park FoundationKearney, NE501 (c) (3)General Operating Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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 A, Line 2

“The following directors have family and business relationships: david scott and lori scott - family david scott and john boyer - business”

Form 990, Part VI, Section A, Line 8B

“The foundation does not have any committees that currently act on behalf of the governing board.”

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

“Each director will receive the form 990 for review prior to being filed with the irs.”

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

“Annually (or more frequently if necessary), as required under the conflict of interest policy, the directors disclose any conflicts of interest with family members and/or business transactions. The organization monitors all conflicts, and if a transaction with a conflict exists, it is discussed during the annual board meeting and the conflicted director is prohibited from voting on such decision.”

Form 990, Part VI, Section C, Line 19

“The foundation does not make these records available to the public.”

Form 990, Part VI, Line 15A

“The foundation does not have any paid employees or directors, therefore, no processes are in place relating to compensation.”

Filing and Contact Details

Filer

Filer Name
Lori & David Scott Foundation
EIN
36-4071892
Phone
4025021122
Address
10340 NORTH 84TH STREET, OMAHA, NE 68122

Signing Officer

Name
Christi Annin
Title
Director of Finance
Phone
4025021122
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W David Scott
Formed
1995
Legal Domicile
Ne
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Kpmg Llp
Address
1212 NORTH 96TH STREET SUITE 300, OMAHA, NE 68114
Preparer
Donald Neal Jr
Phone
4023481450
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation has been recognized as a not-for-profit organization by the internal revenue service as described in section 501(c)(3) of the internal revenue code and, accordingly, is exempt from federal income tax under section 501(a) of the internal revenue code. The foundation applies the provisions of accounting standards codification (asc) subtopic 740-10, income taxes - overall. At december 31, 2020 and 2019, the foundation had no uncertain tax positions.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses netted against investment income: $93,502”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses netted against investment income: $93,502”

Raw XML AppendixShowing 400 of 560 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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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/Form990ScheduleAPartVIGrp/ExplanationTxt0OMAHA COMMUNITY FOUNDATION (OCF), LORI & DAVID SCOTT FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE LORI & DAVID SCOTT FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF LORI & DAVID SCOTT FOUNDATION'S BOARD. OCF'S PRIMARY PURPOSE IS TO FUND CHARITABLE PROGRAMS AND ORGANIZATIONS PRIMARILY SERVING THE OMAHA/METRO AREA, SOUTHEAST NEBRASKA AND SOUTHWEST IOWA. THEREFORE, THE DISTRIBUTIONS MADE BY LORI & DAVID SCOTT FOUNDATION TO VARIOUS NONPROFITS AS DETERMINED BY ITS BOARD, WHICH IS CONTROLLED BY OCF APPOINTEES, CONSTITUTES DISTRIBUTIONS TO MEMBERS OF THE CHARITABLE CLASS BENEFITTED BY OCF. CONSEQUENTLY, ALL OF THE DISTRIBUTIONS MADE, WHETHER DIRECTLY TO OCF, OR TO ORGANIZATIONS CHOSEN BY LORI & DAVID SCOTT FOUNDATION'S OCF CONTROLLED BOARD, CONSTITUTE SUPPORT TO OCF, ITS SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 12G
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0470645958
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0418100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OMAHA COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0418100
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/ExpensesNotRptFinclStmtAmt093502
IRS990ScheduleD/ExpensesSubtotalAmt0592901
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0382318
IRS990ScheduleD/OtherExpensesNotIncludedAmt093502
IRS990ScheduleD/OtherRevenuesNotIncludedAmt093502
IRS990ScheduleD/RevenueNotReportedAmt0382318
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt093502
IRS990ScheduleD/RevenueSubtotalAmt04952358
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN RECOGNIZED AS A NOT-FOR-PROFIT ORGANIZATION BY THE INTERNAL REVENUE SERVICE AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION APPLIES THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, INCOME TAXES - OVERALL. AT DECEMBER 31, 2020 AND 2019, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME: $93,502
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME: $93,502
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0686403
IRS990ScheduleD/TotalRevenuePerForm990Amt05045860
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05334676
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0592901
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt191600
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt3261000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (C) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 (C) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 (C) (3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501 (C) (3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EVENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EVENT, GENERAL OPERATING SUPPORT, AND SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CAPITAL CAMPAIGN AND GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOY SCOUTS OF AMERICA MID-AMERICA COUNCIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BROWNELL TALBOT SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2METROPOLITAN COMMUNITY COLLEGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3NORTHWESTERN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4YANNEY HERITAGE PARK FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0470376545
IRS990ScheduleI/RecipientTable/RecipientEIN1470376595
IRS990ScheduleI/RecipientTable/RecipientEIN2470596504
IRS990ScheduleI/RecipientTable/RecipientEIN3420698196
IRS990ScheduleI/RecipientTable/RecipientEIN4470828208
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012401 W MAPLE RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1400 N HAPPY HOLLOW BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 3777
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3101 7TH STREET SW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4412 W 48TH ST STE 12
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ORANGE CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm4KEARNEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NE
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd068164
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd168132
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd268103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd351041
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd468845
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BEFORE A GRANT IS GIVEN, GRANTEES OVER A CERTAIN AMOUNT SIGN A WRITTEN CONTRACT THAT STIPULATES AN ANNUAL REPORTING REQUIREMENT DETAILING HOW THE GRANT WAS UTILIZED. IF A REPORT IS NOT RECEIVED, THE FOUNDATION WILL FOLLOW UP WITH THE GRANTEE. IF A GRANTEE IS DELINQUENT, FUTURE GRANTS MAY BE IN JEOPARDY. THIS PROCESS IS MONITORED CLOSELY BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0251911
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt150000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt230000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0365958
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1174912
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2162302
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt011400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16952
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt27792
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019974
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt16474
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt220022
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CALVIN SISSON

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$36,363,916
Liabilities
$982,519
Net assets
$35,381,397
Revenue
$5,045,860
Expenses
$686,403
Net income
$4,359,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.0$0.19$38.8$0.84$0.72$0.12
2023Detailed filing. Detailed filing data is available for this year.$39.0$0.39$38.6$5.49$0.98$4.52
2022Detailed filing. Detailed filing data is available for this year.$37.8$0.38$37.4$0.62$0.58$0.04
2021Detailed filing. Detailed filing data is available for this year.$40.1$0.61$39.5$1.26$0.45$0.81
2020Detailed filing. Detailed filing data is available for this year.$36.4$0.98$35.4$5.05$0.69$4.36
2019Detailed filing. Detailed filing data is available for this year.$32.0$1.38$30.6$5.11$1.41$3.70