Civic Intelligence

Tree Fund-Tree Research & Education Endowment Fund

990 • Fiscal year 2023 • EIN 37-1018692

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization ProfileWWW.TREEFUND.ORG

View Organization Page

1755 Park Street 109Naperville, IL 60563

(630) 369-8300

Siviq Scores

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

Liabilities / Assets

36th percentile

0.05x

Higher debt load relative to assets than 36% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.46x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$55,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

6.0%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$6,023,755

Up $663,190 (+12%) from 2022

Net Assets

Up

$5,697,856

Up $729,165 (+15%) from 2022

Liabilities

Down

$325,899

Down $65,975 (-17%) from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin63rd percentile

Revenue

Up

$708,013

Up $39,826 (+6.0%) from 2022

Expenses

Down

$632,992

Down $269,688 (-30%) from 2022

Net Income

Up

$75,021

Up $309,514 (+132%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $2,990,637Liabilities 2013: $121,296Net Assets 2013: $2,869,3412013Assets 2014: $3,425,095Liabilities 2014: $292,703Net Assets 2014: $3,132,3922014Assets 2015: $3,423,629Liabilities 2015: $180,788Net Assets 2015: $3,242,8412015Assets 2016: $4,020,853Liabilities 2016: $372,841Net Assets 2016: $3,648,0122016Assets 2017: $4,813,171Liabilities 2017: $378,102Net Assets 2017: $4,435,0692017Assets 2018: $4,642,336Liabilities 2018: $345,057Net Assets 2018: $4,297,2792018Assets 2019: $5,185,332Liabilities 2019: $436,640Net Assets 2019: $4,748,6922019Assets 2020: $5,582,083Liabilities 2020: $345,192Net Assets 2020: $5,236,8912020Assets 2021: $6,282,789Liabilities 2021: $360,635Net Assets 2021: $5,922,1542021Assets 2022: $5,360,565Liabilities 2022: $391,874Net Assets 2022: $4,968,6912022Assets 2023: $6,023,755Liabilities 2023: $325,899Net Assets 2023: $5,697,8562023Assets 2024: $6,331,810Liabilities 2024: $292,731Net Assets 2024: $6,039,0792024

Highlighted filing

2023

Assets$6,023,755
Liabilities$325,899
Net Assets$5,697,856
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $938,085Expenses 2013: $665,952Net Income 2013: $272,1332013Revenue 2014: $1,001,912Expenses 2014: $866,858Net Income 2014: $135,0542014Revenue 2015: $1,024,377Expenses 2015: $863,889Net Income 2015: $160,4882015Revenue 2016: $1,434,181Expenses 2016: $1,190,501Net Income 2016: $243,6802016Revenue 2017: $1,089,927Expenses 2017: $820,007Net Income 2017: $269,9202017Revenue 2018: $1,054,363Expenses 2018: $863,253Net Income 2018: $191,1102018Revenue 2019: $708,913Expenses 2019: $948,385Net Income 2019: -$239,4722019Revenue 2020: $677,998Expenses 2020: $781,326Net Income 2020: -$103,3282020Revenue 2021: $725,659Expenses 2021: $642,800Net Income 2021: $82,8592021Revenue 2022: $668,187Expenses 2022: $902,680Net Income 2022: -$234,4932022Revenue 2023: $708,013Expenses 2023: $632,992Net Income 2023: $75,0212023Revenue 2024: $686,919Expenses 2024: $875,218Net Income 2024: -$188,2992024

Highlighted filing

2023

Revenue$708,013
Expenses$632,992
Net Income$75,021
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$948,587
Mission and Program Overview

Mission

Support scientific discovery and dissemination of new knowledge in the fields of arboriculture and urban forestry

Support sustainable communities and environmental stewardship

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$587,483$525,483▼ $62,000
Savings and Temporary Cash Investments-$502,541-
Pledges and Grants Receivable$329,241$65,924▼ $263,317
Investments in Publicly Traded Securities$26,092$28,872▲ $2,780
Prepaid Expenses and Deferred Charges$3,038$27,371▲ $24,333
Land, Buildings, and Equipment, Net$1,327$1,048▼ $279
Total Assets$5,360,565$6,023,755▲ $663,190
Other Assets Total$4,413,384$4,872,516▲ $459,132
Liabilities
Grants Payable$353,124$270,895▼ $82,229
Accounts Payable and Accrued Expenses$38,750$49,066▲ $10,316
Deferred Revenue-$5,938-
Total Liabilities$391,874$325,899▼ $65,975
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,110,394$5,789,953▲ $679,559
Net Assets Without Donor Restrictions$-141,703$-92,097▲ $49,606
Total Net Assets Fund Balance$4,968,691$5,697,856▲ $729,165
Total Liabilities and Net Assets / Fund Balance$5,360,565$6,023,755▲ $663,190

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,048$349$1,397
Other Assets Org$4,872,516--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,028,073$99,357▲ $650,728$172,548$5,586,561
2022$5,845,455$98,754▼ $713,483$181,808$5,028,073
2021$5,291,751$127,583▲ $620,856$176,969$5,845,455
2020$5,044,344$72,892▲ $608,491$417,012$5,291,751
2019$4,439,820$296,550▲ $725,175$398,205$5,044,344
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paul PutmanPresident/CEOFT$55,000$55,000

Board Members and Trustees

NameTitle
Patrick FranklinChair Elect
Arnold BrodbeckChairman
Rachel BarkerVice Chair
Daniel HermsTrustee
David GordenTrustee
Gordon MannTrustee
Jeffrey EdgarTrustee
Kathleen WolfTrustee
Lori BrockelbankTrustee
Peter SmithTrustee
Sam VanmaanenTrustee
Sharon Jean-phillippeTrustee
Steven GeistTrustee
Jacques BrunswickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$912,370
Program Service Revenue
$11,867
Investment Income
$1,905
Other Revenue
$-218,129
All Other Contributions
$483,104
Change in Net Assets
$75,021

Audited Revenue Reconciliation

Revenue per Audited Statements
$708,013
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$955,807
Total Revenue per Audited Statements
$1,663,820
Total Revenue per Form 990
$708,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$241,386
Salaries, Compensation, and Employee Benefits$225,036
Total Fundraising Expense$175,122
Grants and Similar Amounts Paid$166,570
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$57,135$18,015$57,999$133,149
Grants to Domestic Orgs$124,670--$124,670
Current Officers, Directors, Trustees, and Key Employees$23,601$7,441$23,958$55,000
Fees for Services Other$29,350$13,331$8,692$51,373
Other Expenses--$50,547$50,547
Fees for Services Accounting-$45,303-$45,303
Grants to Domestic Individuals$32,500--$32,500
Information Technology-$26,650-$26,650
Travel-$26,086-$26,086
Office Expenses$922$9,967$13,698$24,587
Other Employee Benefits$9,320$2,945$9,474$21,739
Payroll Taxes$6,191$2,628$6,329$15,148
Foreign Grants$9,400--$9,400
Advertising-$6,684-$6,684
Occupancy$2,546$805$2,589$5,940
Insurance$1,688$533$1,715$3,936
Depreciation Depletion$121$38$121$280
Total Functional Expenses$297,444$160,426$175,122$632,992

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$934,655
Expenses per Audited Statements$632,992
Total Expenses per Form 990$632,992
Expenses Not Reported on Form 990$301,663
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Virginia UniversityMorgantown, WV501(c)(3)Support Research$49,940
University of Virginia School of ArchitectureCharlottesville, VA501(c)(3)Support Research$29,040
Pennsylvania State UniversityState College, PA501(c)(3)Support Research$25,322
The Davey InstituteKent, OH-Support Research$14,888

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$240,574
Fundraising Gross Income$22,195
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tour Des Trees$391,870$22,195$124,628$-102,433
Total Events$391,870$22,195$240,574$-218,379
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
Yes
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 11B

“The president/ceo distributes a copy of the form 990 electronically to each of the board trustees for their review”

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

“Members of the board of trustees complete conflict of interest forms on an annual basis. If there is any potential or perception of a conflict of interest, it is identified by the trustee and the trustee leaves the room during discussion and vote.”

Form 990, Part VI, Section B, Line 15A

“The executive committee uses the association of small foundations management and compensation survey to identify compensation standards. This information is summarized by the chairman and presented to the executive committee for discussion. The president/ceo's salary is benchmarked against other president/ceo's salaries in the region of similar size foundations to determine the president/ceo's compensation.”

Form 990, Part VI, Section C, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Tree Research and Education Endowment
EIN
37-1018692
Phone
6303698300
Address
1755 PARK STREET 109, NAPERVILLE, IL 60563

Signing Officer

Name
Paul Putman
Title
President & CEO
Phone
6303698300
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Putman
Formed
1975
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
13

Preparer

Firm
Sassetti LLC
Address
2107 SWIFT DRIVE SUITE 210, OAK BROOK, IL 60523
Preparer
Izabela Poludniak
Phone
7083861433
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There was no change in audit oversight process from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is intended to fund research, education, and community engagement.”

PART X, LINE 2:

“The organization is exempt from income taxes under section 501(c)(3) of the internal revenue code (irc). In addition, the center qualifies for the charitable contribution deduction under section 170(b)(1)(a). And has been classified as an organization that is not a private foundation under section 509(a)(1). The organization is subject to income taxes on any unrelated business income. The organization had no unrelated business income and there were no taxes owed for the year ended december 31, 2023. The organization has adopted the requirements for accounting for uncertain tax positions. The organization has determined that it is not required to record a liability related to uncertain tax positions for the year ended december 31, 2023. The federal and state tax returns of the organization for past years are subject to examination by the internal revenue service and state taxing authorities, generally for three years after they were filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses related to special events netted against revenue 240,574.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses of special events netted against fundraising revenue 240,574.”

Raw XML AppendixShowing 400 of 662 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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT/CEO
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt0240574
IRS990/FundraisingGrossIncomeAmt022195
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IRS990/GovernmentGrantsAmt059591
IRS990/GrantAmt0129140
IRS990/GrantsPayableGrp/BOYAmt0353124
IRS990/GrantsPayableGrp/EOYAmt0270895
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt032500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt032500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0124670
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0124670
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0948587
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026650
IRS990/InformationTechnologyGrp/TotalAmt026650
IRS990/InsuranceGrp/FundraisingAmt01715
IRS990/InsuranceGrp/ManagementAndGeneralAmt0533
IRS990/InsuranceGrp/ProgramServicesAmt01688
IRS990/InsuranceGrp/TotalAmt03936
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt01327
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01048
IRS990/LandBldgEquipCostOrOtherBssAmt01397
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt04968691
IRS990/NetAssetsOrFundBalancesEOYAmt05697856
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-218379
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-218379
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0654144
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-141703
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-92097
IRS990/NoncashContributionsAmt017000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02589
IRS990/OccupancyGrp/ManagementAndGeneralAmt0805
IRS990/OccupancyGrp/ProgramServicesAmt02546
IRS990/OccupancyGrp/TotalAmt05940
IRS990/OfficeExpensesGrp/FundraisingAmt013698
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09967
IRS990/OfficeExpensesGrp/ProgramServicesAmt0922
IRS990/OfficeExpensesGrp/TotalAmt024587
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04413384
IRS990/OtherAssetsTotalGrp/EOYAmt04872516
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09474
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02945
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09320
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021739
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/FundraisingAmt050547
IRS990/OtherExpensesGrp/TotalAmt050547
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0250
IRS990/OtherRevenueTotalAmt0250
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt057999
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018015
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt057135
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133149
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06329
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02628
IRS990/PayrollTaxesGrp/ProgramServicesAmt06191
IRS990/PayrollTaxesGrp/TotalAmt015148
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0329241
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt065924
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03038
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027371
IRS990/PrincipalOfficerNm0PAUL PUTMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0GRANT MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011867
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011867
IRS990/ProgSrvcAccomActy2Grp/Desc0TREE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS AND IMPLEMENTS PROGRAMS DESIGNED TO INCREASE AWARENESS OF ARBORICULTURE AND URBAN FORESTRY AMONG THE PUBLIC, THEREBY ENCOURAGING PROPERTY OWNERS, BUSINESSES, AND MUNICIPALITIES TO MANAGE URBAN AND COMMUNITY FORESTS IN WAYS THAT PROMOTE INDIVIDUAL, CIVIC, AND ENVIRONMENTAL HEALTH. TREE FUND ISSUED ONE COMMUNITY ENGAGEMENT GRANT VALUED AT $4,930, WHILE OFFERING FIVE WEBINARS WITH APPROXIMATELY 5,024 ATTENDEES, FROM AROUND THE WORLD AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04930
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04930
IRS990/ProgSrvcAccomActy3Grp/Desc0TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN FY 2023, TREE FUND ISSUED SEVEN SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt032500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt032500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0654016
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0431705
IRS990/PYInvestmentIncomeAmt0177
IRS990/PYOtherExpensesAmt0162032
IRS990/PYOtherRevenueAmt01335
IRS990/PYProgramServiceRevenueAmt012659
IRS990/PYRevenuesLessExpensesAmt0-234493
IRS990/PYSalariesCompEmpBnftPaidAmt0308943
IRS990/PYTotalExpensesAmt0902680
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0668187
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt075021
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012117
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0502541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0912370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0878727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0910425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0665501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0617503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03984526
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01905
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01905
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0348675
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0250
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0250
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79250
IRS990ScheduleA/PublicSupportPY170Pct00.80820
IRS990ScheduleA/PublicSupportTotal170Amt03159399
IRS990ScheduleA/SubstantialContributorsTotAmt0825127
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0912370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0878727
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0910425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0665501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0617503
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03984526
IRS990ScheduleA/TotalSupportAmt03986681
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019049
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05028073
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt099357
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05586561
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0650728
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0172548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt020845
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05845455
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt098754
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05028073
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-713483
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0181808
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt017766
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05291751
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0127583
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05845455
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0620856
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0176969

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,023,755
Liabilities
$325,899
Net assets
$5,697,856
Revenue
$708,013
Expenses
$632,992
Net income
$75,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.33$0.29$6.04$0.69$0.88$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.33$5.70$0.71$0.63$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.39$4.97$0.67$0.90$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.28$0.36$5.92$0.73$0.64$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.35$5.24$0.68$0.78$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.44$4.75$0.71$0.95$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.64$0.35$4.30$1.05$0.86$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.81$0.38$4.44$1.09$0.82$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.37$3.65$1.43$1.19$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.18$3.24$1.02$0.86$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.43$0.29$3.13$1.00$0.87$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.99$0.12$2.87$0.94$0.67$0.27