Civic Intelligence

Sturgis Area Community Foundation

990 • Fiscal year 2018 • EIN 38-3649922

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 10, 2018

Organization ProfileWWW.STURGISFOUNDATION.ORG
310 N Franks AveSturgis, MI 49091

(269) 659-8508

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.12x

Higher debt load relative to revenue than 34% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

14th percentile

$46,014

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

63rd percentile

5.4%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$24,912,136

Up $1,283,835 (+5.4%) from 2017

Net Assets

Up

$24,712,310

Up $1,300,945 (+5.6%) from 2017

Liabilities

Down

$199,826

Down $17,110 (-7.9%) from 2017

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin85th percentile

Revenue

Up

$1,616,490

Up $241,655 (+18%) from 2017

Expenses

Up

$1,050,841

Up $10,853 (+1.0%) from 2017

Net Income

Up

$565,649

Up $230,802 (+69%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $21,311,946Liabilities 2011: $50,246Net Assets 2011: $21,261,7002011Assets 2012: $21,378,029Liabilities 2012: $70,216Net Assets 2012: $21,307,8132012Assets 2013: $22,352,377Liabilities 2013: $101,757Net Assets 2013: $22,250,6202013Assets 2014: $23,368,984Liabilities 2014: $78,966Net Assets 2014: $23,290,0182014Assets 2015: $23,875,186Liabilities 2015: $105,769Net Assets 2015: $23,769,4172015Assets 2016: $22,294,322Liabilities 2016: $194,554Net Assets 2016: $22,099,7682016Assets 2017: $23,628,301Liabilities 2017: $216,936Net Assets 2017: $23,411,3652017Assets 2018: $24,912,136Liabilities 2018: $199,826Net Assets 2018: $24,712,3102018Assets 2019: $24,544,870Liabilities 2019: $1,099,296Net Assets 2019: $23,445,5742019Assets 2020: $22,553,363Liabilities 2020: $966,681Net Assets 2020: $21,586,6822020Assets 2021: $29,212,630Liabilities 2021: $1,149,376Net Assets 2021: $28,063,2542021Assets 2022: $29,895,680Liabilities 2022: $1,334,363Net Assets 2022: $28,561,3172022Assets 2023: $27,342,706Liabilities 2023: $1,340,560Net Assets 2023: $26,002,1462023Assets 2024: $32,204,128Liabilities 2024: $1,614,978Net Assets 2024: $30,589,1502024Assets 2025: $38,809,650Liabilities 2025: $2,161,808Net Assets 2025: $36,647,8422025

Highlighted filing

2018

Assets$24,912,136
Liabilities$199,826
Net Assets$24,712,310
Open 2018 Filing

Operations Trend

Revenue Growth75th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $399,1112011Expenses 2012: $614,3862012Revenue 2013: $1,266,879Expenses 2013: $740,009Net Income 2013: $526,8702013Revenue 2014: $2,518,439Expenses 2014: $1,143,603Net Income 2014: $1,374,8362014Revenue 2015: $2,063,008Expenses 2015: $1,217,507Net Income 2015: $845,5012015Revenue 2016: $196,785Expenses 2016: $1,304,440Net Income 2016: -$1,107,6552016Revenue 2017: $1,374,835Expenses 2017: $1,039,988Net Income 2017: $334,8472017Revenue 2018: $1,616,490Expenses 2018: $1,050,841Net Income 2018: $565,6492018Revenue 2019: $1,067,953Expenses 2019: $1,113,032Net Income 2019: -$45,0792019Revenue 2020: $2,274,844Expenses 2020: $1,284,550Net Income 2020: $990,2942020Revenue 2021: $1,477,015Expenses 2021: $1,168,873Net Income 2021: $308,1422021Revenue 2022: $4,555,632Expenses 2022: $1,291,845Net Income 2022: $3,263,7872022Revenue 2023: $1,257,420Expenses 2023: $2,379,512Net Income 2023: -$1,122,0922023Revenue 2024: $3,009,420Expenses 2024: $2,260,587Net Income 2024: $748,8332024Revenue 2025: $2,875,634Expenses 2025: $2,190,891Net Income 2025: $684,7432025

Highlighted filing

2018

Revenue$1,616,490
Expenses$1,050,841
Net Income$565,649
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 10, 2018
Return Version
2017v2.2
Gross Receipts
$9,750,162
Mission and Program Overview

Mission

Promote the use of pooled funds for charitable, benevolent, industrial development, and educational uses to meet the changing needs of the local community by allowing persons of all means to help contribute to these causes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,084,891$23,726,910▲ $1,642,019
Savings and Temporary Cash Investments$849,599$576,746▼ $272,853
Other Notes and Loans Receivable, Net$77,226$122,481▲ $45,255
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$23,628,301$24,912,136▲ $1,283,835
Other Assets Total$616,385$485,799▼ $130,586
Liabilities
Grants Payable$175,115$154,820▼ $20,295
Accounts Payable and Accrued Expenses$30,567$34,068▲ $3,501
Other Liabilities$11,254$10,938▼ $316
Total Liabilities$216,936$199,826▼ $17,110
Net Assets / Fund Balance
Permanently Rstr Net Assets$18,369,795$18,735,951▲ $366,156
Temporarily Rstr Net Assets$4,199,255$5,120,477▲ $921,222
Unrestricted Net Assets$842,315$855,882▲ $13,567
Total Net Assets Fund Balance$23,411,365$24,712,310▲ $1,300,945
Total Liabilities and Net Assets / Fund Balance$23,628,301$24,912,136▲ $1,283,835

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$13,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$22,038,170$270,613▲ $1,762,530-$23,354,050
2017$20,989,441$113,238▲ $1,854,752-$22,038,170
2016$22,510,189$193,686▼ $780,341-$20,989,441
2015$22,112,863$471,640▲ $987,903-$22,510,189
2014$21,150,570$212,570▲ $1,631,608-$22,112,863
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary DresserCo-directorFT$46,014$46,014
John WiedleaCo-directorFT$42,005$42,005

Board Members and Trustees

NameTitle
Theo OmoChairman
Michael FrostVice Chair
Eric EishenTrustee
Erin Melchi-bakerTrustee
Lindsay SaundersTrustee
Ray SterlingTrustee
Roger BirdTrustee
Meg ScheskeTrustee in Training
Ethan PattisonYouth Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$382,117
Program Service Revenue
$0
Investment Income
$1,231,423
Other Revenue
$2,950
All Other Contributions
$382,117
Change in Net Assets
$565,649

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,616,490
Revenue Not Reported on Form 990
$741,596
Total Revenue per Audited Statements
$2,358,086
Total Revenue per Form 990
$1,616,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$752,483
Other Expenses$170,902
Salaries, Compensation, and Employee Benefits$127,456
Total Fundraising Expense$59,788
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$656,788--$656,788
Fees for Service Investment Mgmnt Fees-$101,654-$101,654
Grants to Domestic Individuals$95,695--$95,695
Current Officers, Directors, Trustees, and Key Employees-$44,949$44,950$89,899
Other Salaries and Wages-$28,500-$28,500
All Other Expenses-$11,358$3,682$15,040
Fees for Services Accounting-$12,130-$12,130
Payroll Taxes-$9,057-$9,057
Other Expenses$15,120$4,662$5,706$4,662
Office Expenses-$3,579-$3,579
Total Functional Expenses$767,603$223,450$59,788$1,050,841

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,057,141
Expenses per Audited Statements$1,050,841
Total Expenses per Form 990$1,050,841
Expenses Not Reported on Form 990$6,300
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sturgis Police DepartmentSturgis, MICity of SturgisSafety Equipment$92,193
Camp Fort HillSturgis, MI501c3General Support$39,450
Doyle Community CenterSturgis, MICity of SturgisGeneral Support and Maintenance$33,164
City of SturgisSturgis, MICity of SturgisPark Construction and Maint$32,500
Sturgis Historical SocietySturgis, MI501c3Renovate Depot and Create Museum$25,000
Sturgis Public SchoolsSturgis, MIPublic SchoolEducation and After-school Programs$19,330
Glen Oaks Community CollegeCentreville, MIComm CollegeTig Welder and Art Gallery$14,742
Childrens Trauma Assess Group SjcCentreville, MI501c3Educational Program$12,500
Constantine Public SchoolsConstantine, MIPublic SchoolEducation and After-school Programs$8,435
Sturgis Historical SocietySturgis, MI501c3Film Series$7,500
Childrens Concerns of St Joseph CoSturgis, MI501c3General Support$7,000
Sturgis Helping HandsSturgis, MI501c3Backpack Program$7,000
Sturgis Womens ClubSturgis, MI501c7Facility Upgrades-
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
Annuities Payable$10,938
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 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 governing body review Part VI line 11

“A copy of the form 990 will be available to the board of trustees during their next meeting for review. If any changes are necessary, an amended return will be filed.”

Conflict of interest policy compliance Part VI line 12C

“Annually, all trustees, committee members, and employees are required to list any conflicts of interest they are aware of. During the course of the year, as conflicts of interest arise, the person will indicate their conflict of interest, and then abstain from discussion and/or voting on such issues. Conflicts of interest are noted in the board minutes.”

CEO executive director top management comp Part VI line 15A

“The co-directors obtain salary information for other community foundations by size from the national council on foundations and from the council of michigan foundation. This information is presented to the executive committee. The executive committee discusses the information amongst their committee and then with the co-directors, before issuing a recommended rate of salary to the board of trustees. The board of trustees then decides whether adjustments are to be made, in which case further discussions are held by the executive committee, or the board approves the rates as part of the budget approval process.”

Governing documents etc available to public Part VI line 19

“Organization makes all governing documents, policies, and financial statements available upon request. Governing documents comply with national standards for community foundations.”

Filing and Contact Details

Filer

Filer Name
Sturgis Area Community Foundation
EIN
38-3649922
Address
310 N FRANKS AVE, STURGIS, MI 49091

Signing Officer

Name
John Wiedlea
Title
Co-director
Phone
2696598508
Signed
2018-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theo Omo
Formed
2002
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
30

Preparer

Firm
NORMAN and PAULSEN PC
Address
127 WEST CHICAGO ROAD, STURGIS, MI 49091
Preparer
Jeffrey H Berry CPA
Phone
2696513228
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rent expense - donated facilities $6,300”

General explanation attachment

“Form 990 other program services (part iii, line 4d)provide scholarships to area high school and college students.form 990 material differences in voting rights among members (part vi, line 1a)the trustee in training does not hold voting rights until their training period has ended and they are classified as a youth trustee.”

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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08715049
IRS990/GrossReceiptsAmt09750162
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0650046
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0650046
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022084891
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023726910
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08133672
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTE THE USE OF POOLED FUNDS FOR CHARITABLE, BENEVOLENT, INDUSTRIAL DEVELOPMENT, AND EDUCATIONAL USES TO MEET THE CHANGING NEEDS OF THE LOCAL COMMUNITY BY ALLOWING PERSONS OF ALL MEANS TO HELP CONTRIBUTE TO THESE CAUSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt023411365
IRS990/NetAssetsOrFundBalancesEOYAmt024712310
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0581377
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0581377
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0735296
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03579
IRS990/OfficeExpensesGrp/TotalAmt03579
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0616385
IRS990/OtherAssetsTotalGrp/EOYAmt0485799
IRS990/OtherChangesInNetAssetsAmt0-6300
IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2COMPUTER EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES EDUCATION AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt05450
IRS990/OtherExpensesGrp/FundraisingAmt15706
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07561
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14662
IRS990/OtherExpensesGrp/ProgramServicesAmt015120
IRS990/OtherExpensesGrp/TotalAmt020570
IRS990/OtherExpensesGrp/TotalAmt15706
IRS990/OtherExpensesGrp/TotalAmt27561
IRS990/OtherExpensesGrp/TotalAmt34662
IRS990/OtherLiabilitiesGrp/BOYAmt011254
IRS990/OtherLiabilitiesGrp/EOYAmt010938
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING
IRS990/OtherRevenueMiscGrp/ExclusionAmt02950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02950
IRS990/OtherRevenueTotalAmt02950
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028500
IRS990/OtherSalariesAndWagesGrp/TotalAmt028500
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt077226
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0122481
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09057
IRS990/PayrollTaxesGrp/TotalAmt09057
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt018369795
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt018735951
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0THEO OMO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FUNDING TO SPECIAL PROJECTS RELATED TO THE HISTORIC RAILROAD DEPOT BUILDING, AS WELL AS, PROVIDE FUNDING FOR A HISTORICAL MUSEUM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0185336
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0185336
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE SUPPORT FOR A COMMUNITY AUDITORIUM AND CIVIC CENTER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0121077
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0121077
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE SCHOLARSHIPS TO AREA HIGH SCHOOL AND COLLEGE STUDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt091670
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt091670
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0277628
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0755132
IRS990/PYInvestmentIncomeAmt01094757
IRS990/PYOtherExpensesAmt0173482
IRS990/PYOtherRevenueAmt02450
IRS990/PYRevenuesLessExpensesAmt0334847
IRS990/PYSalariesCompEmpBnftPaidAmt0111374
IRS990/PYTotalExpensesAmt01039988
IRS990/PYTotalRevenueAmt01374835
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0565649
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0849599
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0576746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0282117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0277628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0273408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0243679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0240201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01317033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0613212
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0438106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0377422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0429234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0434767
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02292741
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36490
IRS990ScheduleA/PublicSupportPY170Pct00.38320
IRS990ScheduleA/PublicSupportTotal170Amt01317033
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0282117
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0277628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0273408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0243679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0240201
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01317033
IRS990ScheduleA/TotalSupportAmt03609774
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0187101
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt022038170
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0270613
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt023354050
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0530162
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01762530
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0322181
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt020989441
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0113238
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022038170
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0597080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01854752
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0194554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022510189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0193686
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt020989441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0739539
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-780341
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0192540
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt022112863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0471640
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022510189
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0869677
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0987903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0188568
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt021150570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0212570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt022112863
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0693317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01631608
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt06300
IRS990ScheduleD/DonatedServicesUseFcltsAmt06300
IRS990ScheduleD/DonorAdvisedFundsContriAmt020588
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0299700
IRS990ScheduleD/DonorAdvisedFundsHeldCnt08
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt011400095
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt06300
IRS990ScheduleD/ExpensesSubtotalAmt01050841
IRS990ScheduleD/FundsAndOtherAccountsContriAmt018505
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt07850
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt010
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0465102
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0735296
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt055925
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1416874
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt213000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED INCOME
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010938
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.80230
IRS990ScheduleD/RevenueNotReportedAmt0741596
IRS990ScheduleD/RevenueSubtotalAmt01616490
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.19770
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0485799
IRS990ScheduleD/TotalExpensesPerForm990Amt01050841
IRS990ScheduleD/TotalLiabilityAmt010938
IRS990ScheduleD/TotalRevenuePerForm990Amt01616490
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02358086
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01057141
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt091670
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt14025
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt21000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SUMMER CAMP SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2TEACHER RECOGNITION AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt091
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt122
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/RecipientTable/CashGrantAmt039450
IRS990ScheduleI/RecipientTable/CashGrantAmt17000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$24,912,136
Liabilities
$199,826
Net assets
$24,712,310
Revenue
$1,616,490
Expenses
$1,050,841
Net income
$565,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$38.8$2.16$36.6$2.88$2.19$0.68
2024Detailed filing. Detailed filing data is available for this year.$32.2$1.61$30.6$3.01$2.26$0.75
2023Detailed filing. Detailed filing data is available for this year.$27.3$1.34$26.0$1.26$2.38$1.12
2022Detailed filing. Detailed filing data is available for this year.$29.9$1.33$28.6$4.56$1.29$3.26
2021Detailed filing. Detailed filing data is available for this year.$29.2$1.15$28.1$1.48$1.17$0.31
2020Detailed filing. Detailed filing data is available for this year.$22.6$0.97$21.6$2.27$1.28$0.99
2019Detailed filing. Detailed filing data is available for this year.$24.5$1.10$23.4$1.07$1.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$24.9$0.20$24.7$1.62$1.05$0.57
2017Detailed filing. Detailed filing data is available for this year.$23.6$0.22$23.4$1.37$1.04$0.33
2016Detailed filing. Detailed filing data is available for this year.$22.3$0.19$22.1$0.20$1.30$1.11
2015Detailed filing. Detailed filing data is available for this year.$23.9$0.11$23.8$2.06$1.22$0.85
2014Detailed filing. Detailed filing data is available for this year.$23.4$0.08$23.3$2.52$1.14$1.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.10$22.3$1.27$0.74$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$0.07$21.3$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$0.05$21.3$0.40