Civic Intelligence

Lori & David Scott Foundation

990 • Fiscal year 2021 • EIN 36-4071892

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.49x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$712,471

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 56.4% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

50th percentile

10%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$40,121,871

Up $3,757,955 (+10%) from 2020

Net Assets

Up

$39,509,108

Up $4,127,711 (+12%) from 2020

Liabilities

Down

$612,763

Down $369,756 (-38%) from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin92nd percentile

Revenue

Down

$1,263,368

Down $3,782,492 (-75%) from 2020

Expenses

Down

$450,047

Down $236,356 (-34%) from 2020

Net Income

Down

$813,321

Down $3,546,136 (-81%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2021

Assets$40,121,871
Liabilities$612,763
Net Assets$39,509,108
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$1,263,368
Expenses$450,047
Net Income$813,321
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Gross Receipts
$15,944,487
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.

The 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$35,012,448$39,554,287▲ $4,541,839
Savings and Temporary Cash Investments$1,119,545$298,739▼ $820,806
Total Assets$36,363,916$40,121,871▲ $3,757,955
Other Assets Total$231,923$268,845▲ $36,922
Liabilities
Grants Payable$982,519$612,763▼ $369,756
Total Liabilities$982,519$612,763▼ $369,756
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,381,397$39,509,108▲ $4,127,711
Total Net Assets Fund Balance$35,381,397$39,509,108▲ $4,127,711
Total Liabilities and Net Assets / Fund Balance$36,363,916$40,121,871▲ $3,757,955
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,242,578
Other Revenue
$20,790
Change in Net Assets
$813,321

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,165,212
Revenue Not Reported on Financial Statements
$98,156
Revenue Not Reported on Form 990
$3,314,390
Other Revenue Adjustments
$98,156
Total Revenue per Audited Statements
$4,479,602
Total Revenue per Form 990
$1,263,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$245,047
Grants and Similar Amounts Paid$205,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$205,000--$205,000
Fees for Services Management$50,000$50,000-$100,000
Fees for Service Investment Mgmnt Fees-$98,155-$98,155
Fees for Services Accounting$7,050$7,050-$14,100
Other Expenses$12,745$10,000-$12,745
Office Expenses$47--$47
Total Functional Expenses$284,842$165,205$0$450,047

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$450,047
Expenses per Audited Statements$351,891
Total Expenses per Audited Statements$351,891
Expenses Not Reported on Financial Statements$98,156
Other Expense Adjustments$98,156
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brownell Talbot SchoolOmaha, NE501(c)(3)Scholarships & General Operating Support$70,000
CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATIONOmaha, NE501(c)(3)Events$30,000
Omaha Zoo FoundationOmaha, NE501(c)(3)Event$25,000
Platte Institute for Economic ResearchOmaha, NE501(c)(3)General Operating Support$20,000
Jet Award Foundation & Trust IncOmaha, NE501(c)(3)Event$15,000
Northwestern CollegeOrange City, IA501(c)(3)General Operating Support$12,000
Childrens Respite Care Center IncOmaha, NE501(c)(3)Event & 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 B, Line 15

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

Form 990, Part VI, Section C, Line 19

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

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
2022-11-04
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
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
James J Tichota
Phone
4024968800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has been recognized by the internal revenue service as a not-for-profit organization 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, 2021 and 2020, the foundation had no uncertain tax positions”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses netted against investment income 98,156.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses netted against investment income 98,156.”

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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/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, 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/SupportAmt0205000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OMAHA COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0205000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt098156
IRS990ScheduleD/ExpensesSubtotalAmt0351891
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03314390
IRS990ScheduleD/OtherExpensesNotIncludedAmt098156
IRS990ScheduleD/OtherRevenuesNotIncludedAmt098156
IRS990ScheduleD/RevenueNotReportedAmt03314390
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt098156
IRS990ScheduleD/RevenueSubtotalAmt01165212
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION 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, 2021 AND 2020, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 98,156.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 98,156.
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/TotalExpensesPerForm990Amt0450047
IRS990ScheduleD/TotalRevenuePerForm990Amt01263368
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04479602
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0351891
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt070000
IRS990ScheduleI/RecipientTable/CashGrantAmt130000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt412000
IRS990ScheduleI/RecipientTable/CashGrantAmt525000
IRS990ScheduleI/RecipientTable/CashGrantAmt620000
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/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS & GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EVENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EVENT & GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5EVENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BROWNELL TALBOT SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHILDRENS RESPITE CARE CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3JET AWARD FOUNDATION & TRUST INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4NORTHWESTERN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5OMAHA ZOO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6PLATTE INSTITUTE FOR ECONOMIC RESEARCH
IRS990ScheduleI/RecipientTable/RecipientEIN0470376595
IRS990ScheduleI/RecipientTable/RecipientEIN1476105603
IRS990ScheduleI/RecipientTable/RecipientEIN2470718409
IRS990ScheduleI/RecipientTable/RecipientEIN3812280198
IRS990ScheduleI/RecipientTable/RecipientEIN4420698196
IRS990ScheduleI/RecipientTable/RecipientEIN5363297716
IRS990ScheduleI/RecipientTable/RecipientEIN6208809060
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0400 N HAPPY HOLLOW BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt18404 INDIAN HILLS DR STE 650
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25321 S 138TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt311711 ARBOR ST STE 240
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4101 7TH ST SW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt53701 SOUTH 10TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt66910 PACIFIC ST STE 216
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ORANGE CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm5OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm6OMAHA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NE
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd068132
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd168114
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd268137
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd368144
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd451041
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd568107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd668106
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/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt07
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/BonusRelatedOrganizationsAmt0326911
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt160050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt240057
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0352708
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1168239
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2155909
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,121,871
Liabilities
$612,763
Net assets
$39,509,108
Revenue
$1,263,368
Expenses
$450,047
Net income
$813,321
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