Civic Intelligence

Community Foundation of Chippewa

990 • Fiscal year 2014 • EIN 39-2024542

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 12, 2014

PO Box 153Chippewa Fls, WI 54729

(715) 723-8125

Siviq Scores

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

Liabilities / Assets

67th percentile

0.45x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

6.11x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

14th percentile

$54,874

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$12,609,229

Up $2,400,324 (+24%) from 2013

Net Assets

Up

$6,961,063

Up $972,408 (+16%) from 2013

Liabilities

Up

$5,648,166

Up $1,427,916 (+34%) from 2013

Revenue

Up

$924,547

Up $160,894 (+21%) from 2013

Expenses

Up

$324,672

Up $36,846 (+13%) from 2013

Net Income

Up

$599,875

Up $124,048 (+26%) from 2013

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: $5,898,202Liabilities 2011: $2,644,625Net Assets 2011: $3,253,5772011Assets 2012: $8,588,904Liabilities 2012: $3,375,039Net Assets 2012: $5,213,8652012Assets 2013: $10,208,905Liabilities 2013: $4,220,250Net Assets 2013: $5,988,6552013Assets 2014: $12,609,229Liabilities 2014: $5,648,166Net Assets 2014: $6,961,0632014Assets 2015: $12,944,071Liabilities 2015: $5,989,645Net Assets 2015: $6,954,4262015Assets 2016: $14,689,634Liabilities 2016: $7,170,217Net Assets 2016: $7,519,4172016Assets 2017: $16,405,842Liabilities 2017: $8,026,101Net Assets 2017: $8,379,7412017Assets 2018: $19,672,940Liabilities 2018: $10,538,670Net Assets 2018: $9,134,2702018Assets 2019: $21,010,799Liabilities 2019: $11,300,127Net Assets 2019: $9,710,6722019Assets 2020: $20,678,677Liabilities 2020: $10,781,686Net Assets 2020: $9,896,9912020Assets 2021: $27,823,618Liabilities 2021: $13,107,984Net Assets 2021: $14,715,6342021Assets 2022: $26,753,159Liabilities 2022: $11,781,231Net Assets 2022: $14,971,9282022Assets 2023: $25,839,774Liabilities 2023: $8,762,861Net Assets 2023: $17,076,9132023Assets 2024: $28,244,242Liabilities 2024: $9,742,415Net Assets 2024: $18,501,8272024Assets 2025: $36,766,359Liabilities 2025: $11,008,554Net Assets 2025: $25,757,8052025

Highlighted filing

2014

Assets$12,609,229
Liabilities$5,648,166
Net Assets$6,961,063

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2011: $159,1292011Expenses 2012: $236,4632012Revenue 2013: $763,653Expenses 2013: $287,826Net Income 2013: $475,8272013Revenue 2014: $924,547Expenses 2014: $324,672Net Income 2014: $599,8752014Revenue 2015: $795,301Expenses 2015: $363,000Net Income 2015: $432,3012015Revenue 2016: $1,419,722Expenses 2016: $390,529Net Income 2016: $1,029,1932016Revenue 2017: $1,085,231Expenses 2017: $401,602Net Income 2017: $683,6292017Revenue 2018: $1,478,651Expenses 2018: $459,658Net Income 2018: $1,018,9932018Revenue 2019: $1,577,650Expenses 2019: $573,293Net Income 2019: $1,004,3572019Revenue 2020: $2,203,607Expenses 2020: $794,581Net Income 2020: $1,409,0262020Revenue 2021: $3,822,423Expenses 2021: $685,566Net Income 2021: $3,136,8572021Revenue 2022: $3,665,046Expenses 2022: $776,781Net Income 2022: $2,888,2652022Revenue 2023: $2,026,735Expenses 2023: $576,802Net Income 2023: $1,449,9332023Revenue 2024: $3,982,437Expenses 2024: $626,128Net Income 2024: $3,356,3092024Revenue 2025: $7,642,335Expenses 2025: $1,036,565Net Income 2025: $6,605,7702025

Highlighted filing

2014

Revenue$924,547
Expenses$324,672
Net Income$599,875
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 12, 2014
Return Version
2013v4.0
Gross Receipts
$1,658,333
Mission and Program Overview

Mission

Encourage and assist individuals and businesses to achieve their philantrhopic goals by accepting and receiving contributions; managing and growing foundation assets; and distributing and granting funds in accordance with the gift or determinations made by the board of directors.

Encourage and assist individuals and businesses to achieve their philanthropic goals by accepting and receiving contributions; managing and growing foundation assets; and distributing and granting funds in accordance with the gift or determinations made by the board of directors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,280,368$9,014,108▲ $1,733,740
Investments in Publicly Traded Securities$2,499,034$3,413,476▲ $914,442
Savings and Temporary Cash Investments$239,663$102,708▼ $136,955
Pledges and Grants Receivable$117,298$49,077▼ $68,221
Land, Buildings, and Equipment, Net$12,233$8,476▼ $3,757
Cash and Non-Interest-Bearing Accounts$44,141$1▼ $44,140
Total Assets$10,208,905$12,609,229▲ $2,400,324
Other Assets Total$16,168$21,383▲ $5,215
Liabilities
Other Liabilities$4,202,245$5,637,502▲ $1,435,257
Accounts Payable and Accrued Expenses$18,005$10,664▼ $7,341
Total Liabilities$4,220,250$5,648,166▲ $1,427,916
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,815,905$5,214,749▲ $398,844
Temporarily Rstr Net Assets$645,967$1,104,590▲ $458,623
Unrestricted Net Assets$526,783$641,724▲ $114,941
Total Net Assets Fund Balance$5,988,655$6,961,063▲ $972,408
Total Liabilities and Net Assets / Fund Balance$10,208,905$12,609,229▲ $2,400,324

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,476$53,358$61,834
Other Securities$777,466--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$5,349,769$383,045▲ $694,832$154,059$6,273,587
2013$4,569,182$409,367▲ $491,942$120,722$5,349,769
2012$2,560,449$2,063,834-$55,101$4,569,182
2011$1,620,780$615,136▲ $335,160$10,627$2,560,449
2010$1,208,938$311,738▲ $108,461$8,357$1,620,780
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Melinda HaunExecutive Director/secretaryFT$54,874$54,874

Board Members and Trustees

NameTitle
Ken CusterChair
Tim ScobieImmediate Past Chair
Rick SchaferVice Chair
Dale ZwiefelhoferDirector
David a JankoskiDirector
Jeanne BoisvertDirector
Linda BergenDirector
Megan Maclaughlin-barckDirector
Patti DarleyDirector
Susan KernDirector
Paul J SalmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$398,647
Program Service Revenue
$0
Investment Income
$464,346
Other Revenue
$61,554
All Other Contributions
$388,522
Change in Net Assets
$599,875

Audited Revenue Reconciliation

Revenue per Audited Statements
$924,547
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$381,526
Total Revenue per Audited Statements
$1,306,073
Total Revenue per Form 990
$924,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$154,246
Other Expenses$92,561
Salaries, Compensation, and Employee Benefits$77,865
Total Fundraising Expense$12,987
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$154,246--$154,246
Current Officers, Directors, Trustees, and Key Employees$52,118$4,375$1,416$57,909
Fees for Services Accounting-$30,871$9,990$40,861
Office Expenses$18,543$1,557$504$20,604
Other Salaries and Wages$17,960$1,508$488$19,956
Information Technology$9,401--$9,401
Depreciation Depletion$4,257--$4,257
Other Expenses$3,936--$3,936
Insurance-$1,820$589$2,409
Conferences and Meetings$1,844--$1,844
Advertising$509--$509
Total Functional Expenses$271,554$40,131$12,987$324,672

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$328,745
Expenses per Audited Statements$324,672
Total Expenses per Form 990$324,672
Expenses Not Reported on Form 990$4,073
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-1264037-501(c)(3)To Be Used at the Discretion of the Organization.$22,895
41-1453515-501(c)(3)To Be Used at Discretion of the Organization.$13,477
39-1032800-501(c)(3)JOSEPH W JOAS SCHOLARSHIP FUND, TO PROVIDE TWO ANNUAL SCHOLARSHIPS IN EQUAL AMOUNTS TO TWO GRADUATING SENIORS PURSUING A CAREER IN MUSIC WITH AN EMPHASIS ON THE VIOLIN; ST CHARLES PLAYGROUND EQUIPMENT; RUTLEDGE HOME STUDENT VISITS; AS NEEDED.$11,073
39-1032800-501(c)(3)To Be Used at the Discretion of the Church.$7,483
23-7108082-501(c)(3)THE PAST PASSED HERE; AS NEEDED$7,009
39-1272793-501(c)(3)ENDOWMENT FUND IN HONOR AND IN MEMORY OF JOSEPH W JOAS' MOTHER, CARRIE ZEITINGER JOAS, AND HIS SISTER, VIVINA M JOAS; AS NEEDED.$6,611
37-1186514-501(c)(3)To Be Used at Discretion of the Organization.$6,509
39-2032491-501(c)(3)TECHNOLOGY ENHANCEMENTS FOR ACADEMIC SUCCESS; AS NEEDED$5,022
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,532
Fundraising Direct Expenses$4,073
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 Endowment and Pass-through Funds$5,637,502
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

A draft of form 990 is reviewed and approved by the executive committee of the board of directors before it is filed.

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

The community foundation of chippewa county consistently follows a policy of avoiding any conflict of interest or the appearance of any conflict of interest on the part of its board members and staff. On a yearly basis, the executive director of the community foundation distributes a conflict of interest questionnaire to all members of the board of directors and all staff personnel. Members and personnel are required to disclose all interests of his/herself and his/her spouse in organizations in which the community foundation may be affiliated. These questionnaires are then reviewed by the executive director for any potential conflicts of interest that may arise between members or personnel and potential grant recipients.

Form 990, Part VI, Section B, Line 15

The compensation of the executive director and other staff personnel are determined by the board of directors. The board of directors compares salaries of the positions within the community foundation to similiar salaries within similar organizations. Periodic performance reviews are also performed by the board of directors and aid in determining salary increases.

Form 990, Part VI, Section C, Line 19

The public may view governing documents, conflict of interest policies, and financial statements at the main office during normal business hours.

Filing and Contact Details

Filer

EIN
39-2024542
Phone
7157238125

Signing Officer

Name
Paul J Salm
Title
Board Treasurer
Phone
7157238125
Signed
2014-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul J Salm
Formed
2001
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
125

Preparer

Preparer
Jay C Mayer CPA
Phone
7158323407
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Endowed fund transferred to agency funds -4,920.

Form 990, Part XII, Line 2C

There has been no change in the audit oversight process or selection process during the tax year.

Financial Statement Notes

PART X, LINE 2:

The foundation is a nonprofit corporation classified by the internal revenue service as tax-exempt under section 501(c)(3) and as a nonprivate foundation under section 509(a)(1) of the internal revenue code of 1986. It is also exempt from state income taxes pursuant to similar state of wisconsin tax laws. In order to account for any uncertain tax positions, the foundation is required to assess whether it is more likely than not that a tax position will be sustained upon examination of the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of the tax position is not recognized in the financial statements. The foundation has not recorded any assets or liabilities for uncertain tax positions or unrecognized tax benefits. The federal returns for the years ended june 30, 2013, 2012, and 2011 remain subject to examination by the internal revenue service.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fund-raising expenses on 990 statement of revenue 4,073.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fund-raising expenses on 990 statement of revenue 4,073.

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IRS990/ActivityOrMissionDesc0ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTHROPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS.
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IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt010125
IRS990/FundraisingDirectExpensesAmt04073
IRS990/FundraisingGrossIncomeAmt09532
IRS990/GainOrLossGrp/SecuritiesAmt0283746
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0154246
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0154246
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0154246
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01013459
IRS990/GrossReceiptsAmt01658333
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt09401
IRS990/InformationTechnologyGrp/TotalAmt09401
IRS990/InsuranceGrp/FundraisingAmt0589
IRS990/InsuranceGrp/ManagementAndGeneralAmt01820
IRS990/InsuranceGrp/TotalAmt02409
IRS990/InvestmentIncomeGrp/ExclusionAmt0180600
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0180600
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07280368
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09014108
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02499034
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03413476
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt053358
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012233
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08476
IRS990/LandBldgEquipCostOrOtherBssAmt061834
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0729713
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTRHOPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05988655
IRS990/NetAssetsOrFundBalancesEOYAmt06961063
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0283746
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0283746
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05459
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05459
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0377453
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0504
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01557
IRS990/OfficeExpensesGrp/ProgramServicesAmt018543
IRS990/OfficeExpensesGrp/TotalAmt020604
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016168
IRS990/OtherAssetsTotalGrp/EOYAmt021383
IRS990/OtherChangesInNetAssetsAmt0-4920
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP FEES AND DUE
IRS990/OtherExpensesGrp/Desc1TRAINING
IRS990/OtherExpensesGrp/Desc2ANNUAL MEETING
IRS990/OtherExpensesGrp/ProgramServicesAmt04446
IRS990/OtherExpensesGrp/ProgramServicesAmt14294
IRS990/OtherExpensesGrp/ProgramServicesAmt23936
IRS990/OtherExpensesGrp/TotalAmt04446
IRS990/OtherExpensesGrp/TotalAmt14294
IRS990/OtherExpensesGrp/TotalAmt23936
IRS990/OtherLiabilitiesGrp/BOYAmt04202245
IRS990/OtherLiabilitiesGrp/EOYAmt05637502
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATION FEE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056095
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt056095
IRS990/OtherRevenueTotalAmt056095
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0488
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01508
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017960
IRS990/OtherSalariesAndWagesGrp/TotalAmt019956
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04815905
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05214749
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0117298
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt049077
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL J SALM
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0419869
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0117718
IRS990/PYInvestmentIncomeAmt0297377
IRS990/PYOtherExpensesAmt082566
IRS990/PYOtherRevenueAmt046407
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0475827
IRS990/PYSalariesCompEmpBnftPaidAmt087542
IRS990/PYTotalExpensesAmt0287826
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0763653
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0599875
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239663
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0102708
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0398647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0419869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02106508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0658101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0652265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04235390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0180600
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0213481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0143995
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026875
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0604695
IRS990ScheduleA/PublicSupportCY170Pct00.79470
IRS990ScheduleA/PublicSupportPY170Pct00.82280
IRS990ScheduleA/PublicSupportTotal170Amt03846273
IRS990ScheduleA/SubstantialContributorsTotAmt0389117
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0398647
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0419869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02106508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0658101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0652265
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04235390
IRS990ScheduleA/TotalSupportAmt04840085
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05349769
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0383045
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06273587
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0694832
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0154059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04569182
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0409367
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05349769
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0491942
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0120722
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02560449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02063834
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04569182
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt055101
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01620780
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0615136
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02560449
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0335160
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt010627
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01208938
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0311738
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01620780
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108461
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt08357
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0140967
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt024805
IRS990ScheduleD/DonorAdvisedFundsHeldCnt021
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01208745
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt08476
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053358
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt061834
IRS990ScheduleD/ExpensesNotReportedAmt04073
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0324672
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0377453
IRS990ScheduleD/OtherExpensesIncludedAmt04073
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05637502
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY ENDOWMENT AND PASS-THROUGH FUNDS
IRS990ScheduleD/OtherRevenueAmt04073
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0799807
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11189786
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21168973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3758204
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4889203
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5882092
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6785463
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7984955
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8778159
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9777466
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMCAP FUND CL F2
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DODGE & COX STOCK FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VIRTUS EMERGING MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3METROPOLITAN WEST FDS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$11.0$25.8$7.64$1.04$6.61
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$9.74$18.5$3.98$0.63$3.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$8.76$17.1$2.03$0.58$1.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$11.8$15.0$3.67$0.78$2.89
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$13.1$14.7$3.82$0.69$3.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$10.8$9.90$2.20$0.79$1.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$11.3$9.71$1.58$0.57$1.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$10.5$9.13$1.48$0.46$1.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$8.03$8.38$1.09$0.40$0.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$7.17$7.52$1.42$0.39$1.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$5.99$6.95$0.80$0.36$0.43
2014Detailed filing. Detailed filing data is available for this year.$12.6$5.65$6.96$0.92$0.32$0.60
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$10.2$4.22$5.99$0.76$0.29$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$3.38$5.21$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$2.64$3.25$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $10M-$25M nonprofits