Civic Intelligence

Morton Community Foundation

990 • Fiscal year 2018 • EIN 37-1397503

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization Profilewww.mortoncommunityfoundation.org
105 E Jefferson StMorton, IL 61550

(309) 291-0434

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.04x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

38th percentile

$95,743

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

80%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$5,982,098

Up $1,060,959 (+22%) from 2017

Net Assets

Up

$5,911,493

Up $1,117,397 (+23%) from 2017

Liabilities

Down

$70,605

Down $56,438 (-44%) from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin94th percentile

Revenue

Up

$1,669,517

Up $743,853 (+80%) from 2017

Expenses

Up

$574,616

Up $132,474 (+30%) from 2017

Net Income

Up

$1,094,901

Up $611,379 (+126%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $1,361,644Liabilities 2010: $86,118Net Assets 2010: $1,275,5262010Assets 2012: $2,205,766Liabilities 2012: $195,730Net Assets 2012: $2,010,0362012Assets 2013: $2,612,779Liabilities 2013: $383,686Net Assets 2013: $2,229,0932013Assets 2015: $4,485,971Liabilities 2015: $647,412Net Assets 2015: $3,838,5592015Assets 2016: $4,811,876Liabilities 2016: $853,330Net Assets 2016: $3,958,5462016Assets 2017: $4,921,139Liabilities 2017: $127,043Net Assets 2017: $4,794,0962017Assets 2018: $5,982,098Liabilities 2018: $70,605Net Assets 2018: $5,911,4932018Assets 2019: $6,107,452Liabilities 2019: $302,845Net Assets 2019: $5,804,6072019Assets 2020: $7,153,850Liabilities 2020: $506,715Net Assets 2020: $6,647,1352020Assets 2021: $9,195,587Liabilities 2021: $410,997Net Assets 2021: $8,784,5902021Assets 2022: $11,249,928Liabilities 2022: $918,980Net Assets 2022: $10,330,9482022Assets 2023: $13,187,603Liabilities 2023: $995,986Net Assets 2023: $12,191,6172023Assets 2024: $15,149,295Liabilities 2024: $562,839Net Assets 2024: $14,586,4562024Assets 2025: $19,378,493Liabilities 2025: $2,110,096Net Assets 2025: $17,268,3972025

Highlighted filing

2018

Assets$5,982,098
Liabilities$70,605
Net Assets$5,911,493
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $178,7962010Expenses 2012: $291,6312012Expenses 2013: $408,4652013Revenue 2015: $1,020,287Expenses 2015: $418,271Net Income 2015: $602,0162015Revenue 2016: $626,370Expenses 2016: $397,615Net Income 2016: $228,7552016Revenue 2017: $925,664Expenses 2017: $442,142Net Income 2017: $483,5222017Revenue 2018: $1,669,517Expenses 2018: $574,616Net Income 2018: $1,094,9012018Revenue 2019: $666,983Expenses 2019: $617,094Net Income 2019: $49,8892019Revenue 2020: $1,515,824Expenses 2020: $565,206Net Income 2020: $950,6182020Revenue 2021: $1,380,357Expenses 2021: $688,762Net Income 2021: $691,5952021Revenue 2022: $3,821,125Expenses 2022: $707,986Net Income 2022: $3,113,1392022Revenue 2023: $2,723,216Expenses 2023: $1,282,371Net Income 2023: $1,440,8452023Revenue 2024: $2,081,130Expenses 2024: $1,037,366Net Income 2024: $1,043,7642024Revenue 2025: $4,022,580Expenses 2025: $788,106Net Income 2025: $3,234,4742025

Highlighted filing

2018

Revenue$1,669,517
Expenses$574,616
Net Income$1,094,901
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$1,670,200
Mission and Program Overview

Mission

The mission of the morton community foundation is to improve the quality of life for morton area residents, now and for generations to come. We do this by: building community endowment, investing in our community through strategic grant making, turning donors' charitable dreams into permanent legacies, and providing leadership to identify and address changing community needs.

The mission of the Morton Community Foundation is to improve the quality of life for Morton area residents, now and for generations to come. We do this by...Building community endowment; Investing in our community through strategic grant making; Turning donors' charitable dreams into permanent legacies; and Providing leadership to identify and address changing community needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,456,925$5,336,498▲ $879,573
Cash and Non-Interest-Bearing Accounts$459,698$639,857▲ $180,159
Accounts Receivable$3,415$4,111▲ $696
Land, Buildings, and Equipment, Net$1,101$1,632▲ $531
Total Assets$4,921,139$5,982,098▲ $1,060,959
Liabilities
Grants Payable$31,266$57,688▲ $26,422
Other Liabilities$93,275$8,423▼ $84,852
Accounts Payable and Accrued Expenses$2,502$4,494▲ $1,992
Total Liabilities$127,043$70,605▼ $56,438
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,133,622$5,189,016▲ $1,055,394
Unrestricted Net Assets$660,474$722,477▲ $62,003
Total Net Assets Fund Balance$4,794,096$5,911,493▲ $1,117,397
Total Liabilities and Net Assets / Fund Balance$4,921,139$5,982,098▲ $1,060,959

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,632$17,276$18,908

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,457,100$842,842▲ $316,138$66,720$5,336,499
2016$3,711,119$491,781▲ $496,947$58,060$4,457,100
2015$3,617,245$285,633▲ $39,344$51,520$3,711,119
2014$3,258,393$491,384▲ $74,372$46,490$3,617,245
2013$2,037,644$1,030,358▲ $316,892$30,576$3,258,393
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott WitzigExecutive DirectorFT$92,871$2,872$95,743

Board Members and Trustees

NameTitle
Jim BenckendorfPast President
Kim GrylPresident
Jeff MunizVice President
Christina TaylorTrustee
Heather ThompsonTrustee
Jeff KingTrustee
Julie AlbersTrustee
Kara KneppTrustee
Mike KraftTrustee
Mike ZabinskiTrustee
Tim GronewaldTrustee
Amy JonesSecretary
Derek FloydTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,303,888
Program Service Revenue
$0
Investment Income
$296,180
Other Revenue
$69,449
All Other Contributions
$1,303,888
Change in Net Assets
$1,094,901

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,670,200
Revenue Not Reported on Financial Statements
$-683
Revenue Not Reported on Form 990
$34,495
Other Revenue Adjustments
$-683
Total Revenue per Audited Statements
$1,704,695
Total Revenue per Form 990
$1,669,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$356,214
Salaries, Compensation, and Employee Benefits$126,644
Other Expenses$91,758
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$342,214--$342,214
Current Officers, Directors, Trustees, and Key Employees$18,971$75,885-$94,856
Fees for Service Investment Mgmnt Fees$66,720--$66,720
Other Salaries and Wages$3,805$15,220-$19,025
Grants to Domestic Individuals$14,000--$14,000
Office Expenses-$9,365-$9,365
Payroll Taxes-$8,712-$8,712
Fees for Services Accounting-$4,893-$4,893
Information Technology-$3,639-$3,639
Pension Plan Contributions-$2,889-$2,889
Insurance-$2,604-$2,604
Conferences and Meetings-$1,687-$1,687
Occupancy-$1,633-$1,633
Other Employee Benefits-$1,162-$1,162
Depreciation Depletion-$831-$831
Advertising$338--$338
Other Expenses$48--$48
Total Functional Expenses$446,096$128,520$0$574,616

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$587,299
Expenses per Audited Statements$575,299
Total Expenses per Form 990$574,616
Expenses Not Reported on Form 990$12,000
Expenses Not Reported on Financial Statements$-683
Other Expense Adjustments$-683
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Blessed Sacrament ChurchMorton, IL501(c)(3)Reading programs and equipment needs$88,253
Morton Unit School District 709Morton, IL501(c)(3)advancement of the arts$39,664
Grace Presbyterian ChurchPeoria, IL501(c)(3)Medical treatments to needy individuals and families$10,000
Morton Fine Arts AssociationMorton, IL501(c)(3)Museum$8,500
Peoria Christian SchoolPeoria, IL501(c)(3)Education$8,500
Morton Public LibraryMorton, IL501(c)(3)Hospice Services$7,950
Washington & LeeLexington, VA501(c)(3)Restoration & maintenance of the Historic Hamilton Primary School$7,000
We Care IncMorton, IL501(c)(3)research$6,800
Advent Lutheran ChurchMorton, IL501(c)(3)Museumm$6,200
The Otter Creek Historical SocietyOtterville, IL501(c)(3)Public Television and Radio$6,100
Dickson Mounds MuseumLewistown, IL501(c)(3)Education$6,073
Peoria Symphony OrchestraPeoria, IL501(c)(3)school addition and education$6,073
University of Illinois FoundationWILL-FMTVUrbana, IL501(c)(3)Performing and Visual Arts Education$6,073
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,443
Fundraising Direct Expenses$683
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Event$25,443$25,443$683$24,760
Total Events$25,443$25,443$683$24,760
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Trustees related to insurance company ownerThe Foundation purchases its business, workers comp, and D & O insurance from Kuhl & Company.No$2,604
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Liabilities$6,174
Payroll Liabilities$2,249
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
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
Yes
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 finance committee reviews form 990 and reports to the full board before it is filed with the irs.”

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

“The president regularly and consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Part VI, Section B, line 15

“The compensation committee of the Board of Directors performs an annual performance review of the Executor Director and all compensation is reviewed and approved as part of the budget process by the Board of Directors.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Morton Community Foundation
EIN
37-1397503
Phone
3092910434
Address
105 E JEFFERSON ST, MORTON, IL 61550

Signing Officer

Name
Scott Witzig
Title
Executive Director
Phone
3092910434
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Witzig
Formed
2000
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
13
Employees
3
Volunteers
100

Preparer

Firm
Ginoli & Company LtdCPA's
Address
7625 N University Ste A, Peoria, IL 61614-8303
Preparer
Mark D ReinkenCPA
Phone
3096712350
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The foundation's endowments consist of funds established to support various programs and activities of the foundation.”

Part XI, Line 4B - Other Adjustments:

“Fundraising expenses netted against revenue -683.”

Part XII, Line 4B - Other Adjustments:

“Fundraising expenses netted against revenue -683.”

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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0683
IRS990/FundraisingGrossIncomeAmt025443
IRS990/GainOrLossGrp/SecuritiesAmt0190904
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0356214
IRS990/GrantsPayableGrp/BOYAmt031266
IRS990/GrantsPayableGrp/EOYAmt057688
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt014000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt014000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0342214
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0342214
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0190904
IRS990/GrossReceiptsAmt01670200
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03639
IRS990/InformationTechnologyGrp/TotalAmt03639
IRS990/InsuranceGrp/ManagementAndGeneralAmt02604
IRS990/InsuranceGrp/TotalAmt02604
IRS990/InvestmentIncomeGrp/ExclusionAmt0105276
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0105276
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017276
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01101
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01632
IRS990/LandBldgEquipCostOrOtherBssAmt018908
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of the Morton Community Foundation is to improve the quality of life for Morton area residents, now and for generations to come. We do this by...Building community endowment; Investing in our community through strategic grant making; Turning donors' charitable dreams into permanent legacies; and Providing leadership to identify and address changing community needs.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04794096
IRS990/NetAssetsOrFundBalancesEOYAmt05911493
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0190904
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0190904
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt024760
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt024760
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt022496
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01633
IRS990/OccupancyGrp/TotalAmt01633
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09365
IRS990/OfficeExpensesGrp/TotalAmt09365
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01162
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01162
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt048
IRS990/OtherExpensesGrp/TotalAmt048
IRS990/OtherLiabilitiesGrp/BOYAmt093275
IRS990/OtherLiabilitiesGrp/EOYAmt08423
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt044689
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt044689
IRS990/OtherRevenueTotalAmt044689
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015220
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03805
IRS990/OtherSalariesAndWagesGrp/TotalAmt019025
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08712
IRS990/PayrollTaxesGrp/TotalAmt08712
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02889
IRS990/PensionPlanContributionsGrp/TotalAmt02889
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCOTT WITZIG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0716688
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0233357
IRS990/PYInvestmentIncomeAmt0145419
IRS990/PYOtherExpensesAmt084284
IRS990/PYOtherRevenueAmt063557
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0483522
IRS990/PYSalariesCompEmpBnftPaidAmt0124501
IRS990/PYTotalExpensesAmt0442142
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0925664
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt01094901
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04456925
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05336498
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MANAGEMENT FEES - 2013 Amount: $ 19,303. 2014 Amount: $ 31,519. 2015 Amount: $ 29,996. 2016 Amount: $ 33,155. 2017 Amount: $ 44,689. NET FUNDRAISING INCOME - 2013 Amount: $ 66,622. 2014 Amount: $ 65,607. 2015 Amount: $ 54,749. 2016 Amount: $ 30,402. 2017 Amount: $ 24,759.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01303888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0716688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0393261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0627157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01167646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04208640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0105275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt094055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt088577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt092772
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045163
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0425842
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt069448
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt063557
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt084745
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt097126
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt085925
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0400801
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46270
IRS990ScheduleA/PublicSupportPY170Pct00.44610
IRS990ScheduleA/PublicSupportTotal170Amt02329856
IRS990ScheduleA/SubstantialContributorsTotAmt01878784
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01303888
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0716688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0393261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0627157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01167646
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04208640
IRS990ScheduleA/TotalSupportAmt05035283
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.11740
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04457100
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0842842
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05336499
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0212861
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0316138
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt066720
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03711119
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0491781
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04457100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0184687
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0496947
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt058060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03617245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0285633
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03711119
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0179583
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt051520
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03258393
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0491384
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03617245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0160414
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt074372
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt046490
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02037644
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01030358
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03258393
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt095925
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0316892
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt030576
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt012000
IRS990ScheduleD/DonatedServicesUseFcltsAmt012000
IRS990ScheduleD/DonorAdvisedFundsContriAmt0496313
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt059350
IRS990ScheduleD/DonorAdvisedFundsHeldCnt09
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01775355
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01632
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017276
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018908
IRS990ScheduleD/ExpensesNotReportedAmt012000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-683
IRS990ScheduleD/ExpensesSubtotalAmt0575299
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0436748
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0143353
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt010
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0464110
IRS990ScheduleD/NetUnrealizedGainsInvstAmt022495
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-683
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02249
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AGENCY LIABILITIES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-683
IRS990ScheduleD/RevenueNotReportedAmt034495
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-683
IRS990ScheduleD/RevenueSubtotalAmt01670200
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO SUPPORT VARIOUS PROGRAMS AND ACTIVITIES OF THE FOUNDATION.

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,982,098
Liabilities
$70,605
Net assets
$5,911,493
Revenue
$1,669,517
Expenses
$574,616
Net income
$1,094,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.4$2.11$17.3$4.02$0.79$3.23
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$0.56$14.6$2.08$1.04$1.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$1.00$12.2$2.72$1.28$1.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.92$10.3$3.82$0.71$3.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.20$0.41$8.78$1.38$0.69$0.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$0.51$6.65$1.52$0.57$0.95
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.30$5.80$0.67$0.62$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.98$0.07$5.91$1.67$0.57$1.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.13$4.79$0.93$0.44$0.48
2016Detailed filing. Detailed filing data is available for this year.$4.81$0.85$3.96$0.63$0.40$0.23
2015Detailed filing. Detailed filing data is available for this year.$4.49$0.65$3.84$1.02$0.42$0.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.38$2.23$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.20$2.01$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.09$1.28$0.18