Civic Intelligence

Oakwood Foundation Inc.

990 • Fiscal year 2013 • EIN 39-1398037

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 15, 2014

Organization ProfileWWW.OAKWOODVILLAGE.NET
6165 Mineral Point RoadMadison, WI 53705

(608) 230-4257

Siviq Scores

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

Liabilities / Assets

26th percentile

0.06x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

63rd percentile

0.44x

Higher debt load relative to revenue than 63% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

31st percentile

$111,790

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

59th percentile

6.1%

Faster asset growth than 59% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$13,858,068

Up $798,379 (+6.1%) from 2012

Net Assets

Up

$13,064,660

Up $798,686 (+6.5%) from 2012

Liabilities

Down

$793,408

Down $307 (-0.0%) from 2012

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin48th percentile

Revenue

$1,821,875

No earlier filing loaded for comparison.

Expenses

Up

$1,780,816

Up $1,047,852 (+143%) from 2012

Net Income

$41,059

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30M$20M$10M$0Assets 2010: $11,518,909Liabilities 2010: $933,455Net Assets 2010: $10,585,4542010Assets 2011: $11,791,492Liabilities 2011: $836,560Net Assets 2011: $10,954,9322011Assets 2012: $13,059,689Liabilities 2012: $793,715Net Assets 2012: $12,265,9742012Assets 2013: $13,858,068Liabilities 2013: $793,408Net Assets 2013: $13,064,6602013Assets 2014: $14,846,038Liabilities 2014: $847,542Net Assets 2014: $13,998,4962014Assets 2015: $15,110,553Liabilities 2015: $735,842Net Assets 2015: $14,374,7112015Assets 2016: $16,395,131Liabilities 2016: $669,486Net Assets 2016: $15,725,6452016Assets 2017: $18,288,424Liabilities 2017: $778,580Net Assets 2017: $17,509,8442017Assets 2018: $17,140,119Liabilities 2018: $906,517Net Assets 2018: $16,233,6022018Assets 2019: $19,219,638Liabilities 2019: $1,045,309Net Assets 2019: $18,174,3292019Assets 2020: $22,102,250Liabilities 2020: $541,815Net Assets 2020: $21,560,4352020Assets 2021: $25,308,403Liabilities 2021: $765,083Net Assets 2021: $24,543,3202021Assets 2022: $21,507,552Liabilities 2022: $5,380,722Net Assets 2022: $16,126,8302022Assets 2023: $16,778,416Liabilities 2023: $781,159Net Assets 2023: $15,997,2572023Assets 2024: $18,264,383Liabilities 2024: $721,171Net Assets 2024: $17,543,2122024

Highlighted filing

2013

Assets$13,858,068
Liabilities$793,408
Net Assets$13,064,660
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $897,7992010Expenses 2011: $1,103,9952011Expenses 2012: $732,9642012Revenue 2013: $1,821,875Expenses 2013: $1,780,816Net Income 2013: $41,0592013Revenue 2014: $2,235,849Expenses 2014: $1,116,858Net Income 2014: $1,118,9912014Revenue 2015: $2,524,511Expenses 2015: $1,089,548Net Income 2015: $1,434,9632015Revenue 2016: $2,131,673Expenses 2016: $1,221,117Net Income 2016: $910,5562016Revenue 2017: $2,423,895Expenses 2017: $1,454,787Net Income 2017: $969,1082017Revenue 2018: $2,856,581Expenses 2018: $1,584,848Net Income 2018: $1,271,7332018Revenue 2019: $2,690,501Expenses 2019: $2,502,447Net Income 2019: $188,0542019Revenue 2020: $2,416,929Expenses 2020: $1,659,246Net Income 2020: $757,6832020Revenue 2021: $3,654,995Expenses 2021: $1,721,809Net Income 2021: $1,933,1862021Revenue 2022: $1,672,682Expenses 2022: $6,327,106Net Income 2022: -$4,654,4242022Revenue 2023: $3,296,677Expenses 2023: $4,982,031Net Income 2023: -$1,685,3542023Revenue 2024: $2,997,862Expenses 2024: $2,539,655Net Income 2024: $458,2072024

Highlighted filing

2013

Revenue$1,821,875
Expenses$1,780,816
Net Income$41,059
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 15, 2014
Return Version
2013v3.0
Gross Receipts
$2,360,429
Mission and Program Overview

Mission

The mission of the oakwood foundation is the development, stewardship and distribution of resources to promote the highest level of independence for a diverse community of older adults.

Oakwood is a lutheran church- sponsored organization whose mission is to serve aging adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,381,256$13,436,953▲ $1,055,697
Cash and Non-Interest-Bearing Accounts$521,345$169,561▼ $351,784
Savings and Temporary Cash Investments$84,938$109,857▲ $24,919
Accounts Receivable$31,916$52,132▲ $20,216
Inventories for Sale or Use$40,234$36,388▼ $3,846
Prepaid Expenses and Deferred Charges-$23,831-
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$13,059,689$13,858,068▲ $798,379
Other Assets Total$0$29,346▲ $29,346
Liabilities
Other Liabilities$749,382$756,233▲ $6,851
Accounts Payable and Accrued Expenses$44,333$37,175▼ $7,158
Total Liabilities$793,715$793,408▼ $307
Net Assets / Fund Balance
Unrestricted Net Assets$5,298,382$6,485,191▲ $1,186,809
Permanently Rstr Net Assets$3,271,047$3,367,749▲ $96,702
Temporarily Rstr Net Assets$3,696,545$3,211,720▼ $484,825
Total Net Assets Fund Balance$12,265,974$13,064,660▲ $798,686
Total Liabilities and Net Assets / Fund Balance$13,059,689$13,858,068▲ $798,379

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$71,870$71,870

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$8,338,018$346,702▲ $1,417,017$233,473$9,868,264
2012$7,556,669$138,169▲ $861,434$218,254$8,338,018
2011$7,476,801$152,283▲ $126,796$199,211$7,556,669
2010$6,595,355$229,958▲ $842,219$190,731$7,476,801
2009$5,514,529$243,674▲ $1,037,065$199,913$6,595,355
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa MidthunSecretary/executive DirectorFT$95,746$16,044$111,790

Board Members and Trustees

NameTitle
Sigrid KnutiChair of the Board
Ed YoungVice Chair of the Board
Carolyn WhiteDirector
Eric HalversonDirector
Garry SteinhauerDirector
George AustinDirector
Rev George CarlsonDirector
Sally LeeDirector
Ted StrausDirector
Terry Von HadenDirector
Tom RiversDirector
Joe XanthopoulosCEO
Donna BeestmanSecretary
Steve KochTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$821,062
Program Service Revenue
$0
Investment Income
$911,239
Other Revenue
$89,574
All Other Contributions
$821,062
Change in Net Assets
$41,059

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,821,875
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$958,906
Total Revenue per Audited Statements
$2,780,781
Total Revenue per Form 990
$1,821,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,229,345
Salaries, Compensation, and Employee Benefits$400,416
Total Fundraising Expense$275,365
Other Expenses$151,055
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,229,345--$1,229,345
Other Salaries and Wages$53,011-$177,473$230,484
Current Officers, Directors, Trustees, and Key Employees$74,203$11,968$9,575$95,746
Depreciation Depletion-$67,144-$67,144
Fees for Services Accounting$14,863$14,863$29,725$59,451
Fees for Service Investment Mgmnt Fees$40,707$5,031-$45,738
Other Employee Benefits$23,152-$20,531$43,683
Office Expenses$4,299$33,714-$38,013
Payroll Taxes$10,690-$12,549$23,239
Fees for Services Other$321-$18,342$18,663
Conferences and Meetings-$9,168$3,056$12,224
Travel-$7,640-$7,640
Pension Plan Contributions$4,068-$3,196$7,264
Advertising$232$119$757$1,108
Fees for Services Legal-$328$161$489
Other Expenses$-180,000$16,562-$-180,000
Total Functional Expenses$1,338,914$166,537$275,365$1,780,816

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,982,095
Expenses per Audited Statements$1,780,816
Total Expenses per Form 990$1,780,816
Expenses Not Reported on Form 990$201,279
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-0790565-501(c)(3)General Operations$958,515
23-7401541-501(c)(3)General Operations$199,837
39-1966790-501(c)(3)General Operations$42,301
39-1966791-501(c)(3)General Operations$28,692
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,260
Fundraising Direct Expenses$0
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
Donor Annuity Reserves$692,362
Due to Oakwood Lutheran Homes Association$63,871
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
Yes
Compensation from other sources disclosed
Yes
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 A, Line 4

“The organization amended its articles of organization to include article 7 other provisions. The addendum contains several significant changes to the organizing document such as provisions for the distribution of assets upon dissolution, provisions to amend the organizing document, and activities that shall not be conducted by the organization.”

Form 990, Part VI, Section B, Line 11

“The form 990 is initially reviewed by the finance council. The return is then distributed to the board of directors for review and comment. The board of directors of the organization accepts and approves the form 990.”

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

“The conflict of interest policy is discussed in board orientations and is provided to the board members in their "new board member packet", and annually in the "update packet" sent to all members. Each year all persons are required to complete a conflict of interest statement.”

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

“The compensation package of the chief executive officer (ceo) is reviewed as part of an annual evaluation process. The compensation arrangement for the ceo was approved in advance by a seperate committee authorized by the board. This board committee is composed of three (3) board chairs from several of the related organizations, all of whom do not have a conflict of interest. Prior to making its determination, the board committee obtained and relied on appropriate comparable market data of the compensation range for executive directors/ceos, as gathered by the hr committee (the standing committee of the board), and reviewed the ceo's performance in comparison to predetermined goals. The board committee documented the basis for its determination of the ceo's compensation concurrent with making that determination. Based on its determination, the board committee then makes compensation recommendations at an executive session of the entire board. Other key positions are also reviewed by the hr committee on a regular basis (quarterly) to determine a grading and compensation level appropriate for such positions.”

Form 990, Part VI, Section C, Line 19

“These documents are not generally available to the public.”

Filing and Contact Details

Filer

EIN
39-1398037
Phone
6082304257

Signing Officer

Name
Rick Bova
Title
CFO
Phone
6082304257
Signed
2014-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Bova
Formed
1981
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
855

Preparer

Preparer
Kimberly a Haumann
Phone
3122071040
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“The organization ceased conducting the parish nurse/outreach program in 2013.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment funds were established for programs intended to provide continuing care, education and pastoral care.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. Management has analyzed the tax positions taken by the foundation and has concluded that as of december 31, 2013, and 2012 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 201,279.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 201,279.”

Raw XML AppendixShowing 400 of 598 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/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY/EXECUTIVE DIRECTOR
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IRS990/FormationYr01981
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/IRPDocumentW2GCnt00
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IRS990/LegalDomicileStateCd0WI
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE OAKWOOD FOUNDATION IS THE DEVELOPMENT, STEWARDSHIP AND DISTRIBUTION OF RESOURCES TO PROMOTE THE HIGHEST LEVEL OF INDEPENDENCE FOR A DIVERSE COMMUNITY OF OLDER ADULTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012265974
IRS990/NetAssetsOrFundBalancesEOYAmt013064660
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0622961
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0622961
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01260
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01260
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt088314
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt088314
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0757627
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033714
IRS990/OfficeExpensesGrp/ProgramServicesAmt04299
IRS990/OfficeExpensesGrp/TotalAmt038013
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt029346
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020531
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023152
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043683
IRS990/OtherExpensesGrp/Desc0BOARD & COMMITTEE EXP
IRS990/OtherExpensesGrp/Desc1DONOR EXPENSE
IRS990/OtherExpensesGrp/Desc2ALLOCATED EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016562
IRS990/OtherExpensesGrp/ProgramServicesAmt052755
IRS990/OtherExpensesGrp/ProgramServicesAmt111268
IRS990/OtherExpensesGrp/ProgramServicesAmt2-180000
IRS990/OtherExpensesGrp/TotalAmt069317
IRS990/OtherExpensesGrp/TotalAmt111268
IRS990/OtherExpensesGrp/TotalAmt2-180000
IRS990/OtherLiabilitiesGrp/BOYAmt0749382
IRS990/OtherLiabilitiesGrp/EOYAmt0756233
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0177473
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt053011
IRS990/OtherSalariesAndWagesGrp/TotalAmt0230484
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012549
IRS990/PayrollTaxesGrp/ProgramServicesAmt010690
IRS990/PayrollTaxesGrp/TotalAmt023239
IRS990/PensionPlanContributionsGrp/FundraisingAmt03196
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04068
IRS990/PensionPlanContributionsGrp/TotalAmt07264
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03271047
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03367749
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023831
IRS990/PrincipalOfficerNm0RICK BOVA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPERVISE VOLUNTEERS FOR 501(C)(3) ORGANIZATIONS DESCRIBED ABOVE. APPROXIMATELY 47,223 HOURS OF VOLUNTEER TIME WERE PROVIDED BY 855 VOLUNTEERS DURING 2013.THE VOLUNTEER FUNCTION HELPS THE OPERATING COMPANIES IMPROVE QUALITY OF CARE AND SERVE RESIDENTS IN SKILLED NURSING, ASSISTED LIVING, AND INDEPENDENT LIVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0109569
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt088314
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0821274
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0306734
IRS990/PYInvestmentIncomeAmt0487043
IRS990/PYOtherExpensesAmt0196133
IRS990/PYOtherRevenueAmt096434
IRS990/PYProgramServiceRevenueAmt064277
IRS990/PYRevenuesLessExpensesAmt0736064
IRS990/PYSalariesCompEmpBnftPaidAmt0230097
IRS990/PYTotalExpensesAmt0732964
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01469028
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt041059
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084938
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0821062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0821274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0849814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0699834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0704291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03896275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0288278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0290138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0293453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0278562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0312262
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IRS990ScheduleA/PublicSupportCY170Pct00.70640
IRS990ScheduleA/PublicSupportPY170Pct00.68790
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03896275
IRS990ScheduleA/TotalSupportAmt05358968
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.39710
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09868264
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01417017
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0233473
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07556669
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0138169
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08338018
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0218254
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0152283

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,858,068
Liabilities
$793,408
Net assets
$13,064,660
Revenue
$1,821,875
Expenses
$1,780,816
Net income
$41,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.72$17.5$3.00$2.54$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.78$16.0$3.30$4.98$1.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$5.38$16.1$1.67$6.33$4.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.77$24.5$3.65$1.72$1.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.1$0.54$21.6$2.42$1.66$0.76
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$1.05$18.2$2.69$2.50$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.91$16.2$2.86$1.58$1.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$0.78$17.5$2.42$1.45$0.97
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.67$15.7$2.13$1.22$0.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.74$14.4$2.52$1.09$1.43
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.8$0.85$14.0$2.24$1.12$1.12
2013Detailed filing. Detailed filing data is available for this year.$13.9$0.79$13.1$1.82$1.78$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.79$12.3$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.84$11.0$1.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.93$10.6$0.90