Civic Intelligence

Sturgis Area Community Foundation

990 • Fiscal year 2024 • EIN 38-3649922

Apr 01, 2023 to Mar 31, 2024 • Filed on Nov 15, 2024

310 N Franks AvenueSturgis, MI 49091

(269) 659-8508

Siviq Scores

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

Liabilities / Assets

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.54x

Higher debt load relative to revenue than 66% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$108,937

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

139%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$32,204,128

Up $4,861,422 (+18%) from 2023

Net Assets

Up

$30,589,150

Up $4,587,004 (+18%) from 2023

Liabilities

Up

$1,614,978

Up $274,418 (+20%) from 2023

Revenue

Up

$3,009,420

Up $1,752,000 (+139%) from 2023

Expenses

Down

$2,260,587

Down $118,925 (-5.0%) from 2023

Net Income

Up

$748,833

Up $1,870,925 (+167%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$32,204,128
Liabilities$1,614,978
Net Assets$30,589,150

Operations Trend

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

2024

Revenue$3,009,420
Expenses$2,260,587
Net Income$748,833
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$3,022,285
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$23,800,662$28,319,440▲ $4,518,778
Investments Other Securities$3,127,477$3,308,556▲ $181,079
Cash and Non-Interest-Bearing Accounts$200$289,405▲ $289,205
Other Notes and Loans Receivable, Net$342,697$282,356▼ $60,341
Savings and Temporary Cash Investments$58,805--
Total Assets$27,342,706$32,204,128▲ $4,861,422
Other Assets Total$12,865$4,371▼ $8,494
Liabilities
Other Liabilities$1,086,333$1,306,324▲ $219,991
Grants Payable$243,110$297,089▲ $53,979
Accounts Payable and Accrued Expenses$11,117$11,565▲ $448
Total Liabilities$1,340,560$1,614,978▲ $274,418
Net Assets / Fund Balance
Net Assets With Donor Restrictions$23,389,366$26,919,492▲ $3,530,126
Net Assets Without Donor Restrictions$2,612,780$3,669,658▲ $1,056,878
Total Net Assets Fund Balance$26,002,146$30,589,150▲ $4,587,004
Total Liabilities and Net Assets / Fund Balance$27,342,706$32,204,128▲ $4,861,422

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,308,556--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$20,058,389$1,643,457--$21,701,846
2023$19,840,038$218,351--$20,058,389
2022$19,437,476$402,562--$19,840,038
2021$19,058,133$379,343--$19,437,476
2020$18,293,489$764,644--$19,058,133
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lindsay AguilarExecutive DiFT$108,937$108,937
Shelly LuceOperations MFT$51,289$51,289

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,122,230
Program Service Revenue
$0
Investment Income
$561,438
Other Revenue
$325,752
All Other Contributions
$2,122,230
Change in Net Assets
$748,833

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,708,489
Revenue Not Reported on Financial Statements
$300,931
Revenue Not Reported on Form 990
$3,844,471
Total Revenue per Audited Statements
$6,552,960
Total Revenue per Form 990
$3,009,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,325,475
Other Expenses$692,520
Salaries, Compensation, and Employee Benefits$242,592
Total Fundraising Expense$81,988
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,211,567--$1,211,567
Fees for Service Investment Mgmnt Fees-$300,931-$300,931
Current Officers, Directors, Trustees, and Key Employees$34,998$84,082$41,146$160,226
Grants to Domestic Individuals$113,908--$113,908
Other Salaries and Wages$9,002$21,278$10,640$40,920
Other Employee Benefits-$15,699$10,467$26,166
Payroll Taxes$3,366$7,952$3,962$15,280
Fees for Services Accounting-$15,200-$15,200
Information Technology$9,223$2,644-$11,867
Office Expenses-$1,964$4,436$6,400
Insurance-$5,819-$5,819
Fees for Services Other$5,606--$5,606
Conferences and Meetings$3,870$920$614$5,404
All Other Expenses-$4,460$835$5,295
Other Expenses$957$89$3,791$4,837
Advertising--$1,425$1,425
Travel$320--$320
Total Functional Expenses$1,709,007$469,592$81,988$2,260,587

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,260,587
Total Expenses per Audited Statements$1,965,956
Expenses per Audited Statements$1,959,656
Expenses Not Reported on Financial Statements$300,931
Expenses Not Reported on Form 990$6,300
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sturgis Youth CenterSturgis, MI501c3Performing Arts$261,483
Sturgis Historical SocietySturgis, MI501c3General Support$87,000
City of SturgisSturgis, MIGovGeneral Support$81,082
Sturgis Public SchoolsSturgis, MIGovProgram Support$64,782
Camp Fort Hill IncSturgis, MI501c3Renovation & Support$45,096
Sturgis HospitalSturgis, MI501c3Operational Support$37,281
Sturgis Department of Public SafetySturgis, MI501c3Paramedic Class$30,000
Klinger Lake AssociationWhite Pigeon, MI501c3Program Support$28,000
Main Street MediaThree Rivers, MI501c3Community News$25,000
Keystone PlaceCenterville, MI501c3Housing$15,000
Youth for ChristSturgis, MI-Program Support$14,150
Messiah Lutheran ChurchConstantine, MI501c3Facilities Upgrade$14,000
St Joseph County UwCenterville, MIGovCampaign$14,000
Casa of Southwestern MichiganBenton Harbor, MI501c3Advocacy for Childre$10,710
CHILDREN'S CONCERNS OF ST JOSEPH COSturgis, MI501c3Admin Special$10,000
Thurston Woods VillageSturgis, MIGovGeneral Support$10,000
Sturgis DdaSturgis, MIGovGeneral$9,179
Doyle Community CenterSturgis, MIGovGeneral$8,217
White Pigeon Community SchoolsWhite Pigeon, MI501c3General$8,139
Little League BaseballConstantine, MI501cBuilding Field$8,000
Sturgis Improvement FundSturgis, MIGovHousing Study$7,750
Sturgis Band and Orchestra ParentsSturgis, MIGovProgram Support$6,900
Sturgis Public LibrarySturgis, MIGovGeneral$6,594
Salvation ArmySturgis, MI501c3Food Program$6,500
Sturgis Public High SchoolSturgis, MIGovSports Programs$5,532
Centerville Public SchoolsCenterville, MIGovGeneral$5,481
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,865
Fundraising Gross Income$12,290
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
Agency Funds$1,306,324
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, Page 6, Part VI, Line 11B

Form 990 is reviewed by the executive director prior to filing. 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.

Form 990, Page 6, 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 must 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.

Form 990, Page 6, Part VI, Line 15A

The executive director obtains salary information for other community foundations by size from the national council on foundations and from the council of michigan foundations. This information is presented to the executive committee. The executive committee discusses the information amongst their committee and then with the executive director, 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 if no adjustments are necessary, the board approves the rates as part of the budget approval process.

Form 990, Page 6, Part VI, Line 19

The foundation 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
Phone
2696598508
Address
310 N FRANKS AVENUE, STURGIS, MI 49091

Signing Officer

Name
Erin Melchi-baker
Title
Chair
Phone
2696598508
Signed
2024-11-15

Organization Details

Principal Officer
Erin Melchi-baker
Formed
2002
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
30

Preparer

Firm
Gabridge & Company Plc
Address
3940 PENINSULAR DR SE STE 200, GRAND RAPIDS, MI 49546
Preparer
Robert J Klein
Phone
2696513228
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Part XI, Line 9

Rent expense - donated facilities -6,300

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Income from endowment funds are used to create grants according to the stated purpose of the individual funds. Endowed portions of these endowment funds are expected to remain in perpetuity.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8YOUTH TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt9OPERATIONS M
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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IRS990/FormationYr02002
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IRS990/InformationTechnologyGrp/TotalAmt011867
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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.
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/FundraisingAmt13791
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08554
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt189
IRS990/OtherExpensesGrp/ProgramServicesAmt0311519
IRS990/OtherExpensesGrp/ProgramServicesAmt14671
IRS990/OtherExpensesGrp/ProgramServicesAmt2957
IRS990/OtherExpensesGrp/TotalAmt0311519
IRS990/OtherExpensesGrp/TotalAmt19343
IRS990/OtherExpensesGrp/TotalAmt28554
IRS990/OtherExpensesGrp/TotalAmt34837
IRS990/OtherLiabilitiesGrp/BOYAmt01086333
IRS990/OtherLiabilitiesGrp/EOYAmt01306324
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11050
IRS990/OtherRevenueTotalAmt0326327
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010640
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021278
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09002
IRS990/OtherSalariesAndWagesGrp/TotalAmt040920
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0282356
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03962
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07952
IRS990/PayrollTaxesGrp/ProgramServicesAmt03366
IRS990/PayrollTaxesGrp/TotalAmt015280
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ERIN MELCHI-BAKER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01103194
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01590138
IRS990/PYInvestmentIncomeAmt0-138881
IRS990/PYOtherExpensesAmt0573514
IRS990/PYOtherRevenueAmt0293107
IRS990/PYRevenuesLessExpensesAmt0-1122092
IRS990/PYSalariesCompEmpBnftPaidAmt0215860
IRS990/PYTotalExpensesAmt02379512
IRS990/PYTotalRevenueAmt01257420
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0748833
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058805
IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01103194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0416057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0278617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0254387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04174485
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0738536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0646548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0569414
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0355788
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IRS990ScheduleA/PublicSupportPY170Pct00.41870
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01103194
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04174485
IRS990ScheduleA/TotalSupportAmt07227341
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01643457
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt021701846
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt019840038
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0218351
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt020058389
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt019437476
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0402562
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt019840038
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0379343
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt019437476
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0764644
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt019058133
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IRS990ScheduleD/DonatedServicesUseFcltsAmt06300
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IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0706538
IRS990ScheduleD/DonorAdvisedFundsHeldCnt016
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IRS990ScheduleD/ExpensesNotReportedAmt06300
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0300931
IRS990ScheduleD/ExpensesSubtotalAmt01959656
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0300931
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0300931
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03838171
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01306324
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03308556
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE EQUITY & REAL ESTATE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/RevenueNotReportedAmt03844471
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0300931
IRS990ScheduleD/RevenueSubtotalAmt02708489
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM ENDOWMENT FUNDS ARE USED TO CREATE GRANTS ACCORDING TO THE STATED PURPOSE OF THE INDIVIDUAL FUNDS. ENDOWED PORTIONS OF THESE ENDOWMENT FUNDS ARE EXPECTED TO REMAIN IN PERPETUITY.

Document Assets

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Filings

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