Civic Intelligence

Funeral Service Foundation Inc.

990 • Fiscal year 2018 • EIN 39-1831612

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

13625 Bishops DrBrookfield, WI 53005-6607

(877) 402-5900

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

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

Liabilities / Revenue

43rd percentile

0.12x

Higher debt load relative to revenue than 43% of similar nonprofits.

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

Net Margin

39th percentile

0.2%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

38th percentile

$97,149

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

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

Asset Growth

25th percentile

-3.8%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

24th percentile

-6.5%

Faster revenue growth than 24% of similar nonprofits.

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

Assets

Down

$8,139,145

Down $324,411 (-3.8%) from 2017

Net Assets

Down

$8,044,371

Down $287,723 (-3.5%) from 2017

Liabilities

Down

$94,774

Down $36,688 (-28%) from 2017

Revenue

Down

$785,948

Down $54,496 (-6.5%) from 2017

Expenses

Up

$784,087

Up $171,574 (+28%) from 2017

Net Income

Down

$1,861

Down $226,070 (-99%) from 2017

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $5,706,889Liabilities 2010: $17,303Net Assets 2010: $5,689,5862010Assets 2011: $5,878,139Liabilities 2011: $95,667Net Assets 2011: $5,782,4722011Assets 2012: $6,386,148Liabilities 2012: $46,564Net Assets 2012: $6,339,5842012Assets 2013: $6,841,341Liabilities 2013: $40,117Net Assets 2013: $6,801,2242013Assets 2014: $7,479,580Liabilities 2014: $37,278Net Assets 2014: $7,442,3022014Assets 2015: $7,346,974Liabilities 2015: $41,036Net Assets 2015: $7,305,9382015Assets 2016: $7,600,191Liabilities 2016: $32,260Net Assets 2016: $7,567,9312016Assets 2017: $8,463,556Liabilities 2017: $131,462Net Assets 2017: $8,332,0942017Assets 2018: $8,139,145Liabilities 2018: $94,774Net Assets 2018: $8,044,3712018Assets 2019: $10,041,887Liabilities 2019: $380,340Net Assets 2019: $9,661,5472019Assets 2020: $11,235,109Liabilities 2020: $431,311Net Assets 2020: $10,803,7982020Assets 2021: $12,194,327Liabilities 2021: $472,719Net Assets 2021: $11,721,6082021Assets 2022: $10,479,280Liabilities 2022: $345,605Net Assets 2022: $10,133,6752022Assets 2023: $11,940,325Liabilities 2023: $445,568Net Assets 2023: $11,494,7572023Assets 2024: $13,154,492Liabilities 2024: $428,731Net Assets 2024: $12,725,7612024

Highlighted filing

2018

Assets$8,139,145
Liabilities$94,774
Net Assets$8,044,371

Operations Trend

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

$3.0M$2.0M$1.0M$0Expenses 2010: $194,4432010Expenses 2011: $437,8502011Revenue 2012: $681,316Expenses 2012: $494,992Net Income 2012: $186,3242012Revenue 2013: $697,653Expenses 2013: $609,148Net Income 2013: $88,5052013Revenue 2014: $1,400,790Expenses 2014: $884,106Net Income 2014: $516,6842014Revenue 2015: $1,213,757Expenses 2015: $1,186,169Net Income 2015: $27,5882015Revenue 2016: $898,958Expenses 2016: $830,165Net Income 2016: $68,7932016Revenue 2017: $840,444Expenses 2017: $612,513Net Income 2017: $227,9312017Revenue 2018: $785,948Expenses 2018: $784,087Net Income 2018: $1,8612018Revenue 2019: $2,649,031Expenses 2019: $777,766Net Income 2019: $1,871,2652019Revenue 2020: $2,090,092Expenses 2020: $1,421,963Net Income 2020: $668,1292020Revenue 2021: $2,150,777Expenses 2021: $1,330,373Net Income 2021: $820,4042021Revenue 2022: $1,799,692Expenses 2022: $1,532,418Net Income 2022: $267,2742022Revenue 2023: $1,435,898Expenses 2023: $1,029,003Net Income 2023: $406,8952023Revenue 2024: $2,185,160Expenses 2024: $1,017,312Net Income 2024: $1,167,8482024

Highlighted filing

2018

Revenue$785,948
Expenses$784,087
Net Income$1,861
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$3,121,270
Mission and Program Overview

Mission

We support funeral services in building meaningful relationships with the families and the communities it serves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,688,275$7,515,403▼ $172,872
Pledges and Grants Receivable$416,458$452,396▲ $35,938
Cash and Non-Interest-Bearing Accounts$340,069$138,639▼ $201,430
Accounts Receivable$7,370$23,576▲ $16,206
Land, Buildings, and Equipment, Net$10,989$6,526▼ $4,463
Prepaid Expenses and Deferred Charges$395$2,605▲ $2,210
Total Assets$8,463,556$8,139,145▼ $324,411
Liabilities
Accounts Payable and Accrued Expenses$131,462$94,774▼ $36,688
Total Liabilities$131,462$94,774▼ $36,688
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,544,639$4,544,639→ $0
Temporarily Rstr Net Assets$3,109,837$3,006,551▼ $103,286
Unrestricted Net Assets$677,618$493,181▼ $184,437
Total Net Assets Fund Balance$8,332,094$8,044,371▼ $287,723
Total Liabilities and Net Assets / Fund Balance$8,463,556$8,139,145▼ $324,411

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,526$56,745$63,271

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$6,483,231-▼ $144,643$37,827$6,300,761
2017$5,956,161-▲ $622,773$95,703$6,483,231
2016$5,679,665-▲ $342,985$9,650$5,956,161
2015$5,903,448$2,629▲ $15,591-$5,679,665
2014$5,824,501$103▲ $327,423$25,000$5,903,448
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
DANELLE O'NEILLExecutive DirectorFT$97,149$97,149

Board Members and Trustees

NameTitle
Bob ArringtonChair
Stephanie KannChair-elect
Bill WappnerImmediate Past Chair
Allan ColeTrustee
Anthony GuerraTrustee
Brad SpeaksTrustee
Chris TrainorTrustee
David MccombTrustee
Jay DoddsTrustee
Jim BreauxTrustee
Joan BillmanTrustee
Kelly MilbergerTrustee
Kim Medici ShelquistTrustee
Kurt SoffeTrustee
Mark KrauseTrustee
Steve GackenbachTrustee
Eric TanzbergerSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$602,165
Program Service Revenue
$0
Investment Income
$192,970
Other Revenue
$-9,187
All Other Contributions
$463,770
Change in Net Assets
$1,861

Audited Revenue Reconciliation

Revenue per Audited Statements
$795,135
Revenue Not Reported on Financial Statements
$-9,187
Revenue Not Reported on Form 990
$-160,913
Other Revenue Adjustments
$-9,187
Total Revenue per Audited Statements
$634,222
Total Revenue per Form 990
$785,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$434,594
Grants and Similar Amounts Paid$349,493
Total Fundraising Expense$85,831
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$262,168--$262,168
Fees for Services Other$49,068$96,973$50,914$196,955
Grants to Domestic Individuals$87,325--$87,325
Fees for Service Investment Mgmnt Fees-$58,969-$58,969
Conferences and Meetings$1,341$45,465$749$47,555
Office Expenses$461$17,349$21,635$39,445
Advertising-$13,075$7,988$21,063
Fees for Services Management-$18,770-$18,770
Occupancy$4,584$11,550$1,866$18,000
Other Expenses-$12,136$303$12,439
Insurance$1,911$4,816$1,913$8,640
Depreciation Depletion$1,137$2,863$463$4,463
Travel-$4,295-$4,295
Fees for Services Accounting-$4,000-$4,000
Total Functional Expenses$407,995$290,261$85,831$784,087

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$921,945
Total Expenses per Form 990$784,087
Expenses per Audited Statements$725,118
Expenses Not Reported on Form 990$196,827
Expenses Not Reported on Financial Statements$58,969
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Moyer FoundationPhiladelphia, PA501(c)(3)General Support$80,000
Alliance of Hope for Suicide Loss SurvivorsEvanston, IL501(c)(3)General Support$37,500
Hospice Foundation of AmericaWashington, DC501(c)(3)General Support$33,250
National Funeral Directors Association of the United States IncBrookfield, WI501(c)(6)Mentors Program$32,827
Greater Il PediatricsEvanson, IL501(c)(3)General Support$18,000
Texas Funeral Directors AssociationAustin, TX501(c)(6)General Support$11,690
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,187
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fsf Golf Classic$134,145-$8,994-
Total Events$134,145-$9,197$-9,197
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The prepared form 990 is reviewed and approved by the members of the governing body before the return is filed with the irs.

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

The foundation's conflict of interest statement covers any duality of interest or possible conflict of interest on the part of any trustee, officer, administrative staff member, volunteer, or any employee associated with the foundation. Any individual having a duality of interest or a possible conflict of interest on any matter shall not vote or use his/her personal influence on the matter and he/she shall not be counted in determining the quorum for voting on any such transactions. Other procedures designed to ensure disclosure may be developed by the trustees from time to time and carried out. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the interest and be given the opportunity to disclose all material facts to the trustees and members of committees with governing body delegated powers. The governing body or a designated committee conducts periodic reviews to ensure the foundation does not engage in activities that could jeopardize its tax-exempt status.

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

The national funeral director association's chief executive officer annually determines the executive director's compensation. Comparability data including association salary guides and the examination of compensation paid to other executive directors by similar-sized foundations is used in determining the executive director's compensation.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. These documents can be inspected at the foundation's office during normal business hours at no cost. Copies of these documents can also be obtained for a nominal fee.

Filing and Contact Details

Filer

Filer Name
Funeral Service Foundation Inc
EIN
39-1831612
Phone
8774025900
Address
13625 BISHOPS DR, BROOKFIELD, WI 53005-6607

Signing Officer

Name
Eric Tanzberger
Title
Secretary-treasurer
Phone
8774025900
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Tanzberger
Formed
1994
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Employee leasing services: program service expenses 49,068. Management and general expenses 92,080. Fundraising expenses 44,476. Total expenses 185,624. Strategic planning services: program service expenses 0. Management and general expenses 4,893. Fundraising expenses 6,438. Total expenses 11,331.

Financial Statement Notes

PART V, LINE 4:

The hand in hand endowment campaign is a fundraising initiative to fulfill the funeral service foundation's vision of permanent funding for the funeral service foundation's programs, services, and grants.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Investment management fees reported on form 990, part ix, line 11f -58,969.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct expenses reported on form 990, part viii, line 8b -9,187.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses reported on form 990, part viii, line 8b 9,187.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1791558
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
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IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0134145
IRS990/FundraisingDirectExpensesAmt09187
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-66835
IRS990/GamingActivitiesInd00
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IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt087325
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt087325
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0262168
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0262168
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02259300
IRS990/GrossReceiptsAmt03121270
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01913
IRS990/InsuranceGrp/ManagementAndGeneralAmt04816
IRS990/InsuranceGrp/ProgramServicesAmt01911
IRS990/InsuranceGrp/TotalAmt08640
IRS990/InvestmentIncomeGrp/ExclusionAmt0259805
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0259805
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07688275
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07515403
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt056745
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010989
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06526
IRS990/LandBldgEquipCostOrOtherBssAmt063271
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02326135
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE SUPPORT FUNERAL SERVICES IN BUILDING MEANINGFUL RELATIONSHIPS WITH THE FAMILIES AND THE COMMUNITIES IT SERVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08332094
IRS990/NetAssetsOrFundBalancesEOYAmt08044371
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-66835
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-66835
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-9187
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-9187
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-289584
IRS990/NoncashContributionsAmt04893
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01866
IRS990/OccupancyGrp/ManagementAndGeneralAmt011550
IRS990/OccupancyGrp/ProgramServicesAmt04584
IRS990/OccupancyGrp/TotalAmt018000
IRS990/OfficeExpensesGrp/FundraisingAmt021635
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017349
IRS990/OfficeExpensesGrp/ProgramServicesAmt0461
IRS990/OfficeExpensesGrp/TotalAmt039445
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0303
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012136
IRS990/OtherExpensesGrp/TotalAmt012439
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04544639
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04544639
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0416458
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0452396
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0395
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02605
IRS990/PrincipalOfficerNm0ERIC TANZBERGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FUNERAL SERVICE FOUNDATION'S SCHOLARSHIP PROGRAMS PROVIDE SCHOLARSHIPS TO MORTUARY SCIENCE SCHOOL STUDENTS AND FUNERAL SERVICE PROFESSIONALS. IN 2018, THE FUNERAL SERVICE FOUNDATION AWARDED $87,325 IN SCHOLARSHIPS TO 167 INDIVIDUALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt087325
IRS990/ProgSrvcAccomActy2Grp/GrantAmt087325
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0595824
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0172112
IRS990/PYInvestmentIncomeAmt0248933
IRS990/PYOtherExpensesAmt0440401
IRS990/PYOtherRevenueAmt0-4313
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0227931
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0612513
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0840444
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01861
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt04250
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0602165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0595824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0652173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0996284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01169300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04015746
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0259805
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0223930
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0229909
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0222180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0243413
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01179237
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt024113
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt030033
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt021957
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt020796
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt096899
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0259805
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0223930
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0229909
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0222180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0243413
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01179237
IRS990ScheduleA/InvestmentIncomeCYPct00.22280
IRS990ScheduleA/InvestmentIncomePYPct00.22030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77720
IRS990ScheduleA/PublicSupportPY509Pct00.77970
IRS990ScheduleA/PublicSupportTotal509Amt04112645
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0602165
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0619937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0682206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01018241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01190096
IRS990ScheduleA/Total509Grp/TotalAmt04112645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0861970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0843867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0912115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01240421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01433509
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05291882
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06483231
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06300761
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-144643
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt037827
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05956161
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06483231
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0622773
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt095703
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05679665
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05956161
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt056839
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0342985
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt09650

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.2$0.43$12.7$2.19$1.02$1.17
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.45$11.5$1.44$1.03$0.41
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.35$10.1$1.80$1.53$0.27
2021Detailed filing. Detailed filing data is available for this year.$12.2$0.47$11.7$2.15$1.33$0.82
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.43$10.8$2.09$1.42$0.67
2019Detailed filing. Detailed filing data is available for this year.$10.0$0.38$9.66$2.65$0.78$1.87
2018Detailed filing. Detailed filing data is available for this year.$8.14$0.09$8.04$0.79$0.78$0.00
2017Detailed filing. Detailed filing data is available for this year.$8.46$0.13$8.33$0.84$0.61$0.23
2016Detailed filing. Detailed filing data is available for this year.$7.60$0.03$7.57$0.90$0.83$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.35$0.04$7.31$1.21$1.19$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.48$0.04$7.44$1.40$0.88$0.52
2013Detailed filing. Detailed filing data is available for this year.$6.84$0.04$6.80$0.70$0.61$0.09
2012Summary only. Only limited summary data is available for this year.$6.39$0.05$6.34$0.68$0.49$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$0.10$5.78$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.02$5.69$0.19