Civic Intelligence

Rotary/One Foundation Inc.

990 • Fiscal year 2017 • EIN 36-6067138

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 12, 2017

Organization Profilewww.rotaryone.org
65 W Jackson BlvdChicago, IL 60604-3598

(312) 372-3900

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

59th percentile

6.2%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-61%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,236,233

Up $190,007 (+6.2%) from 2016

Net Assets

Up

$3,236,164

Up $191,938 (+6.3%) from 2016

Liabilities

Down

$69

Down $1,931 (-97%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin41st percentile

Revenue

Down

$225,535

Down $350,684 (-61%) from 2016

Expenses

Down

$224,942

Down $47,577 (-17%) from 2016

Net Income

Down

$593

Down $303,107 (-100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,817,093Liabilities 2010: $40,078Net Assets 2010: $1,777,0152010Assets 2012: $1,973,932Liabilities 2012: $41,283Net Assets 2012: $1,932,6492012Assets 2013: $2,647,099Liabilities 2013: $42,891Net Assets 2013: $2,604,2082013Assets 2014: $2,892,300Liabilities 2014: $83,890Net Assets 2014: $2,808,4102014Assets 2015: $2,888,260Liabilities 2015: $29,366Net Assets 2015: $2,858,8942015Assets 2016: $3,046,226Liabilities 2016: $2,000Net Assets 2016: $3,044,2262016Assets 2017: $3,236,233Liabilities 2017: $69Net Assets 2017: $3,236,1642017Assets 2018: $3,430,543Liabilities 2018: $20,000Net Assets 2018: $3,410,5432018Assets 2019: $3,428,975Liabilities 2019: $6,631Net Assets 2019: $3,422,3442019Assets 2020: $3,330,560Liabilities 2020: $0Net Assets 2020: $3,330,5602020Assets 2021: $3,974,821Liabilities 2021: $0Net Assets 2021: $3,974,8212021Assets 2022: $3,425,006Liabilities 2022: $0Net Assets 2022: $3,425,0062022Assets 2023: $3,453,797Liabilities 2023: $16,961Net Assets 2023: $3,436,8362023Assets 2024: $3,797,685Liabilities 2024: $6,718Net Assets 2024: $3,790,9672024

Highlighted filing

2017

Assets$3,236,233
Liabilities$69
Net Assets$3,236,164
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0Expenses 2010: $198,1972010Expenses 2012: $223,5052012Expenses 2013: $206,2022013Revenue 2014: $267,032Expenses 2014: $257,552Net Income 2014: $9,4802014Revenue 2015: $413,770Expenses 2015: $288,245Net Income 2015: $125,5252015Revenue 2016: $576,219Expenses 2016: $272,519Net Income 2016: $303,7002016Revenue 2017: $225,535Expenses 2017: $224,942Net Income 2017: $5932017Revenue 2018: $264,806Expenses 2018: $190,489Net Income 2018: $74,3172018Revenue 2019: $282,319Expenses 2019: $228,943Net Income 2019: $53,3762019Revenue 2020: $210,087Expenses 2020: $170,661Net Income 2020: $39,4262020Revenue 2021: $369,111Expenses 2021: $333,107Net Income 2021: $36,0042021Revenue 2022: $443,530Expenses 2022: $235,025Net Income 2022: $208,5052022Revenue 2023: $210,528Expenses 2023: $202,550Net Income 2023: $7,9782023Revenue 2024: $213,788Expenses 2024: $192,277Net Income 2024: $21,5112024

Highlighted filing

2017

Revenue$225,535
Expenses$224,942
Net Income$593
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$1,190,581
Mission and Program Overview

Mission

To secure the resources necessary to support the service mission of the Rotary Club of Chicago, which places emphasis on water and hunger, health, youth education, the legacy of Rotary, and disaster relief.

To secure the resources necessary to support the service mission of the Rotary Club of Chicago

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,443,509$2,550,019▲ $106,510
Investments Program Related$500,000$500,000→ $0
Cash and Non-Interest-Bearing Accounts$90,874$155,716▲ $64,842
Accounts Receivable$11,843$27,750▲ $15,907
Prepaid Expenses and Deferred Charges-$2,748-
Total Assets$3,046,226$3,236,233▲ $190,007
Liabilities
Accounts Payable and Accrued Expenses$2,000$69▼ $1,931
Total Liabilities$2,000$69▼ $1,931
Net Assets / Fund Balance
Unrestricted Net Assets$2,723,041$2,871,539▲ $148,498
Permanently Rstr Net Assets$247,996$247,996→ $0
Temporarily Rstr Net Assets$73,189$116,629▲ $43,440
Total Net Assets Fund Balance$3,044,226$3,236,164▲ $191,938
Total Liabilities and Net Assets / Fund Balance$3,046,226$3,236,233▲ $190,007

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$500,000--
Other Securities$92,532--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$247,996---$247,996
2015$247,996---$247,996
2014$247,996---$247,996
2013$247,996---$247,996
2012$247,546$450--$247,996
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Andrea LuehmannChair
Mohan RaoVice Chair
Arol AugsburgerTrusteee
Kate KoziolTrusteee
Khaled AkkawiTrusteee
Marshall SchmittTrusteee
Michael FarisTrusteee
Gail AndersonSecretary
Ted NebelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,199
Program Service Revenue
$0
Investment Income
$105,336
Other Revenue
$0
All Other Contributions
$120,199
Change in Net Assets
$593

Audited Revenue Reconciliation

Revenue per Audited Statements
$225,535
Revenue Not Reported on Form 990
$191,345
Total Revenue per Audited Statements
$416,880
Total Revenue per Form 990
$225,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$192,313
Other Expenses$32,629
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$192,313--$192,313
Fees for Service Investment Mgmnt Fees-$14,672-$14,672
Fees for Services Management-$11,980-$11,980
Fees for Services Accounting-$5,888-$5,888
Other Expenses-$89-$89
Total Functional Expenses$192,313$32,629$0$224,942

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$224,942
Total Expenses per Audited Statements$224,942
Total Expenses per Form 990$224,942
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Paul and Jean Harris' Home FoundationChicago, IL501c3Restore Museum$20,500
Rotary Club of ChicagoChicago, IL501c4Service Projects$18,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The draft copy of the tax return and audited financials are sent to all officers and trustees for their review and approval before filing is done.”

Form 990, Part VI, Section C, Line 19

“Available upon request from the offices in either hard copy or electronic format.”

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

“The Foundation requires that every board member, officer, and key employee report business and family relationships to the foundation by completing an annual disclosure form.”

Filing and Contact Details

Filer

Filer Name
Rotary-One Foundation Inc
EIN
36-6067138
Phone
3123723900
Address
65 W Jackson Blvd, Chicago, IL 60604-3598

Signing Officer

Name
Ted Nebel
Title
Treasurer
Signed
2017-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Luehmann
Formed
1938
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
TNT Financial Services Inc
Address
403 Garfield Ave, Peotone, IL 60468
Preparer
Timothy Thompson
Phone
7082586247
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 37,749, Grants and allocations 0, Revenue 0 Community service projects and support for the Rotary Fonudation and its fight agains polio.”

Form 990, Part XII, Line 2C

“The foundation has a finance committee which assumes resonsibility for oversight of the audit of the financial statements and selection of an independent auditor. This Process has not changed.”

Form 990, Part XI, Line 9

“Changes in Unrealized Gains or Losses were 191,345 - Total Net Change of 191,345.”

Raw XML AppendixShowing 400 of 488 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/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0452264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0163784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0602489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01453274
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt089402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt079183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt089374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt069572
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt099939
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0427470
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77270
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.77990
IRS990ScheduleA/PublicSupportTotal170Amt01453274
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0452264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0163784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0114538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0602489
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01453274
IRS990ScheduleA/TotalSupportAmt01880744
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0247996
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0247996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0247996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0247996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0247996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0247996
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0247996
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0247996
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0247546
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0450
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0247996
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0224942
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0500000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Paul Jean Harris Home Foundation
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0191345
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01550
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1203101
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2194405
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt347572
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4682146
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5257819
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6520140
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt786608
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8204158
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt989057
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10122490
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1148441
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1292532
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Bernstein-Money Market
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Bernstein-Intermediate Duration
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Bernstein-Strategic Value
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Bernstein-Stategic Growth
IRS990ScheduleD/OtherSecuritiesGrp/Desc6Bernstein-International Portfolio
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Berstein-Emerging Markets Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc8Bernstein-Alliance REIT Institutions
IRS990ScheduleD/OtherSecuritiesGrp/Desc9Bernstein-Dynamic Asset Allocaton Overlay
IRS990ScheduleD/OtherSecuritiesGrp/Desc10Women in Rotary-Itermediate Duration
IRS990ScheduleD/OtherSecuritiesGrp/Desc11International Equity ETFs
IRS990ScheduleD/OtherSecuritiesGrp/Desc12Strategic Equities
IRS990ScheduleD/OtherSecuritiesGrp/Desc13Real Asset Strategy
IRS990ScheduleD/OtherSecuritiesGrp/Desc14Global Equity
IRS990ScheduleD/OtherSecuritiesGrp/Desc15Global Fixed Income
IRS990ScheduleD/OtherSecuritiesGrp/Desc16Bond Inflation Strategy
IRS990ScheduleD/OtherSecuritiesGrp/Desc17International Equity
IRS990ScheduleD/OtherSecuritiesGrp/Desc18International Small/Mid-Cap Equities
IRS990ScheduleD/OtherSecuritiesGrp/Desc19AB Global Real Estate Fund
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd15F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd16F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd17F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0191345
IRS990ScheduleD/RevenueSubtotalAmt0225535
IRS990ScheduleD/TotalBookValueProgramRltdAmt0500000
IRS990ScheduleD/TotalBookValueSecuritiesAmt02550019
IRS990ScheduleD/TotalExpensesPerForm990Amt0224942
IRS990ScheduleD/TotalRevenuePerForm990Amt0225535
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0416880
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0224942
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt018000
IRS990ScheduleI/RecipientTable/CashGrantAmt120500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c4
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Service Projects
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Restore Museum
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Rotary Club of Chicago
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Paul and Jean Harris' Home Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0361707665
IRS990ScheduleI/RecipientTable/RecipientEIN1204508753
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt065 W Jackson Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1525 W Monroe St - 2360
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Chicago
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Chicago
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060604
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd160661
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1Book
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 37,749, Grants and allocations 0, Revenue 0 Community service projects and support for the Rotary Fonudation and its fight agains polio.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The draft copy of the tax return and audited financials are sent to all officers and trustees for their review and approval before filing is done.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The foundation has a finance committee which assumes resonsibility for oversight of the audit of the financial statements and selection of an independent auditor. This Process has not changed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request from the offices in either hard copy or electronic format.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Foundation requires that every board member, officer, and key employee report business and family relationships to the foundation by completing an annual disclosure form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Changes in Unrealized Gains or Losses were 191,345 - Total Net Change of 191,345.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d

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
$3,236,233
Liabilities
$69
Net assets
$3,236,164
Revenue
$225,535
Expenses
$224,942
Net income
$593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.80$0.01$3.79$0.21$0.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.02$3.44$0.21$0.20$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.44$0.24$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.37$0.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.21$0.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.43$0.01$3.42$0.28$0.23$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.02$3.41$0.26$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.23$0.22$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.04$0.58$0.27$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.03$2.86$0.41$0.29$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.08$2.81$0.27$0.26$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.04$2.60$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.04$1.93$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.04$1.78$0.20