Civic Intelligence

Rotary/One Foundation Inc.

990 • Fiscal year 2016 • EIN 36-6067138

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 13, 2016

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

16th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

63rd percentile

5.5%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

39%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$3,046,226

Up $157,966 (+5.5%) from 2015

Net Assets

Up

$3,044,226

Up $185,332 (+6.5%) from 2015

Liabilities

Down

$2,000

Down $27,366 (-93%) from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

Up

$576,219

Up $162,449 (+39%) from 2015

Expenses

Down

$272,519

Down $15,726 (-5.5%) from 2015

Net Income

Up

$303,700

Up $178,175 (+142%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2016

Assets$3,046,226
Liabilities$2,000
Net Assets$3,044,226
Open 2016 Filing

Operations Trend

Revenue Growth86th 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

2016

Revenue$576,219
Expenses$272,519
Net Income$303,700
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 13, 2016
Return Version
2015v3.0
Gross Receipts
$767,542
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$2,309,727$2,443,509▲ $133,782
Investments Program Related$508,750$500,000▼ $8,750
Cash and Non-Interest-Bearing Accounts$53,898$90,874▲ $36,976
Accounts Receivable$15,885$11,843▼ $4,042
Total Assets$2,888,260$3,046,226▲ $157,966
Liabilities
Accounts Payable and Accrued Expenses$29,366$2,000▼ $27,366
Total Liabilities$29,366$2,000▼ $27,366
Net Assets / Fund Balance
Unrestricted Net Assets$2,512,957$2,723,041▲ $210,084
Permanently Rstr Net Assets$247,996$247,996→ $0
Temporarily Rstr Net Assets$97,941$73,189▼ $24,752
Total Net Assets Fund Balance$2,858,894$3,044,226▲ $185,332
Total Liabilities and Net Assets / Fund Balance$2,888,260$3,046,226▲ $157,966

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$500,000--
Other Securities$84,580--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$247,996---$247,996
2014$247,996---$247,996
2013$247,996---$247,996
2012$247,546$450--$247,996
2011$247,546---$247,546
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$452,264
Program Service Revenue
$0
Investment Income
$123,955
Other Revenue
$0
All Other Contributions
$452,264
Change in Net Assets
$303,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$576,219
Revenue Not Reported on Form 990
$-93,616
Total Revenue per Audited Statements
$482,603
Total Revenue per Form 990
$576,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$239,924
Other Expenses$32,595
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$239,924--$239,924
Fees for Service Investment Mgmnt Fees-$12,807-$12,807
Fees for Services Management-$11,800-$11,800
Fees for Services Accounting-$5,876-$5,876
Other Expenses-$2,112-$2,112
Total Functional Expenses$239,924$32,595$0$272,519

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$272,519
Total Expenses per Audited Statements$272,519
Total Expenses per Form 990$272,519
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Paul and Jean Harris' Home FoundationChicago, IL501c3Restore Museum$20,000
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
2016-12-13
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 43,418, 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 Temporary Net Assets for Service projects reflect the Income of 46,612 and the amount Released from Restrictions of 71,364. Net Change of 24,752.”

Raw XML AppendixShowing 400 of 474 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/CurrentTaxYearMinus1YearAmt0163784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0114538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0602489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0121397
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01454472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt079183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt089374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt069572
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt099939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt072434
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0410502
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77990
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.73910
IRS990ScheduleA/PublicSupportTotal170Amt01454472
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0452264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0163784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0114538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0602489
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0121397
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01454472
IRS990ScheduleA/TotalSupportAmt01864974
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/BeginningYearBalanceAmt0247546
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0450
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0247996
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0247546
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0247546
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0272519
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0500000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Paul Jean Harris Home Foundation
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-93616
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0200406
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1184205
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt236657
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt385901
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4574054
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5275808
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt690289
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7457495
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt875351
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9193261
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10185502
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1184580
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/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/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-93616
IRS990ScheduleD/RevenueSubtotalAmt0576219
IRS990ScheduleD/TotalBookValueProgramRltdAmt0500000
IRS990ScheduleD/TotalBookValueSecuritiesAmt02443509
IRS990ScheduleD/TotalExpensesPerForm990Amt0272519
IRS990ScheduleD/TotalRevenuePerForm990Amt0576219
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0482603
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0272519
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt018000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
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/SupplementalInformationDetail/ExplanationTxt0The foundations trustees and at times specific members are deligated with the responsibility to monitor the grants or assistance to judge the results.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/TotalOtherOrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 43,418, 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 Temporary Net Assets for Service projects reflect the Income of 46,612 and the amount Released from Restrictions of 71,364. Net Change of 24,752.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,046,226
Liabilities
$2,000
Net assets
$3,044,226
Revenue
$576,219
Expenses
$272,519
Net income
$303,700
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