Civic Intelligence

Kenosha Community Foundation

990 • Fiscal year 2016 • EIN 39-6045289

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 12, 2017

Organization Profilewww.kenoshafoundation.org
600 - 52nd StreetKenosha, WI 53140

(262) 654-2142

Siviq Scores

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

Liabilities / Assets

40th percentile

0.15x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.33x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

13th percentile

$30,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

94th percentile

46%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

510%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$10,468,655

Up $3,297,505 (+46%) from 2015

Net Assets

Up

$8,944,599

Up $3,559,239 (+66%) from 2015

Liabilities

Down

$1,524,056

Down $261,734 (-15%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Up

$4,646,190

Up $3,884,944 (+510%) from 2015

Expenses

Up

$742,676

Up $37,981 (+5.4%) from 2015

Net Income

Up

$3,903,514

Up $3,846,963 (+6803%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $5,133,872Liabilities 2010: $51Net Assets 2010: $5,133,8212010Assets 2011: $5,194,606Liabilities 2011: $51Net Assets 2011: $5,194,5552011Assets 2012: $5,745,652Liabilities 2012: $941,692Net Assets 2012: $4,803,9602012Assets 2013: $7,003,436Liabilities 2013: $1,518,243Net Assets 2013: $5,485,1932013Assets 2014: $7,242,176Liabilities 2014: $1,545,624Net Assets 2014: $5,696,5522014Assets 2015: $7,171,150Liabilities 2015: $1,785,790Net Assets 2015: $5,385,3602015Assets 2016: $10,468,655Liabilities 2016: $1,524,056Net Assets 2016: $8,944,5992016Assets 2017: $11,218,557Liabilities 2017: $1,642,348Net Assets 2017: $9,576,2092017Assets 2018: $10,455,189Liabilities 2018: $1,504,365Net Assets 2018: $8,950,8242018Assets 2019: $11,810,685Liabilities 2019: $1,811,301Net Assets 2019: $9,999,3842019Assets 2020: $13,045,334Liabilities 2020: $2,046,330Net Assets 2020: $10,999,0042020Assets 2021: $15,928,621Liabilities 2021: $2,537,652Net Assets 2021: $13,390,9692021Assets 2022: $13,191,189Liabilities 2022: $2,173,979Net Assets 2022: $11,017,2102022Assets 2023: $14,891,642Liabilities 2023: $2,664,143Net Assets 2023: $12,227,4992023Assets 2024: $17,080,387Liabilities 2024: $1,713,098Net Assets 2024: $15,367,2892024

Highlighted filing

2016

Assets$10,468,655
Liabilities$1,524,056
Net Assets$8,944,599
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $446,6462010Expenses 2011: $575,6432011Expenses 2012: $544,9532012Revenue 2013: $793,590Expenses 2013: $555,723Net Income 2013: $237,8672013Revenue 2014: $949,131Expenses 2014: $737,772Net Income 2014: $211,3592014Revenue 2015: $761,246Expenses 2015: $704,695Net Income 2015: $56,5512015Revenue 2016: $4,646,190Expenses 2016: $742,676Net Income 2016: $3,903,5142016Revenue 2017: $768,257Expenses 2017: $1,125,237Net Income 2017: -$356,9802017Revenue 2018: $1,292,811Expenses 2018: $1,045,222Net Income 2018: $247,5892018Revenue 2019: $2,071,966Expenses 2019: $1,023,406Net Income 2019: $1,048,5602019Revenue 2020: $787,508Expenses 2020: $881,700Net Income 2020: -$94,1922020Revenue 2021: $2,807,404Expenses 2021: $1,022,586Net Income 2021: $1,784,8182021Revenue 2022: $1,133,682Expenses 2022: $1,113,319Net Income 2022: $20,3632022Revenue 2023: $1,565,395Expenses 2023: $1,809,960Net Income 2023: -$244,5652023Revenue 2024: $3,570,780Expenses 2024: $1,528,207Net Income 2024: $2,042,5732024

Highlighted filing

2016

Revenue$4,646,190
Expenses$742,676
Net Income$3,903,514
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 12, 2017
Return Version
2016v3.0
Gross Receipts
$10,227,969
Mission and Program Overview

Mission

Helping people to enhance the

Helping people to enhance the present and insure the future of the kenosha community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,999,459$10,294,842▲ $3,295,383
Savings and Temporary Cash Investments$158,189$162,096▲ $3,907
Land, Buildings, and Equipment, Net$12,426$10,641▼ $1,785
Prepaid Expenses and Deferred Charges$1,076$1,076→ $0
Total Assets$7,171,150$10,468,655▲ $3,297,505
Liabilities
Escrow Account Liability$1,773,578$1,467,742▼ $305,836
Grants Payable-$54,687-
Accounts Payable and Accrued Expenses$12,212$1,627▼ $10,585
Total Liabilities$1,785,790$1,524,056▼ $261,734
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,631,533$3,851,415▲ $219,882
Temporarily Rstr Net Assets$149,908$3,167,073▲ $3,017,165
Unrestricted Net Assets$1,603,919$1,926,111▲ $322,192
Total Net Assets Fund Balance$5,385,360$8,944,599▲ $3,559,239
Total Liabilities and Net Assets / Fund Balance$7,171,150$10,468,655▲ $3,297,505

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,193-$11,193
Leasehold Improvements$7,440-$7,440
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert SchneiderExecutive DirectorPT$30,000$30,000

Board Members and Trustees

NameTitle
Kenneth FellmanPresident
Neil F GuttorsmenVice President
Cathryn S BotheDirector
David GeertsenDirector
Jack HarrisDirector
Jamie YoungDirector
Jane Harrington-heideDirector
Joan WilkDirector
Marsha CaporasoDirector
Michael J McternanDirector
Victor N WellerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,388,822
Program Service Revenue
$109,129
Investment Income
$1,043,822
Other Revenue
$104,417
All Other Contributions
$3,164,152
Change in Net Assets
$3,903,514

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,578,648
Revenue Not Reported on Financial Statements
$67,542
Revenue Not Reported on Form 990
$-614,020
Other Revenue Adjustments
$67,542
Total Revenue per Audited Statements
$3,964,628
Total Revenue per Form 990
$4,646,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$358,150
Grants and Similar Amounts Paid$309,808
Salaries, Compensation, and Employee Benefits$74,718
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$239,230--$239,230
Fees for Service Investment Mgmnt Fees$115,497$724$0$116,221
All Other Expenses$73,163$0$0$73,163
Grants to Domestic Individuals$70,578--$70,578
Current Officers, Directors, Trustees, and Key Employees$0$36,000$0$36,000
Other Expenses$14,334$19,885$0$34,219
Other Salaries and Wages$0$33,408$0$33,408
Office Expenses$3,175$21,716$0$24,891
Occupancy$2,631$19,990$0$22,621
Fees for Services Management$11,760$0$0$11,760
Fees for Services Accounting$0$9,000$0$9,000
Payroll Taxes$0$5,310$0$5,310
Fees for Services Legal$0$5,173$0$5,173
Travel$3,947$0$0$3,947
Insurance$0$3,392$0$3,392
Advertising$0$2,091$0$2,091
Conferences and Meetings$2,035$0$0$2,035
Depreciation Depletion$0$1,041$0$1,041
Total Functional Expenses$581,076$161,600$0$742,676

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$742,676
Total Expenses per Audited Statements$742,676
Total Expenses per Form 990$742,676
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Shalom CenterKenosha, WI-Provide Shelter, Food, Guidance to Those in Need$15,138
The Sharing CenterTrevor, WI-Provide Food, Hygiene Supplies, Clothing, Etc, to Those in Need$11,000
Kenosha Literacy CenterKenosha, WI-Provide and Promote Literacy in the Community$10,850
Kensoha Achievement CenterKenosha, WI-Help to Improve the Lives of Men, Women, and Children With Disabilities$10,487
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$224,670
Fundraising Direct Expenses$120,253
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Harbor View Office CenterDirectorRent of Office SpaceNo$21,783
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Kenosha Community Foundation
EIN
39-6045289
Phone
2626542142
Address
600 - 52ND STREET, KENOSHA, WI 53140

Signing Officer

Name
Robert Schneider
Title
Executive Director
Phone
2626542142
Signed
2017-03-12
Discuss with paid preparer
Yes

Organization Details

Formed
1926
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
0

Preparer

Firm
Jean Placke CPA LLC Am Accounting Service
Address
2100 RIVIERA DRIVE, MOUNT PLEASANT, WI 53406
Preparer
Jean Placke CPA
Phone
2624889845
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is reviewed by the executive director before filing”

Pt VI, Line 12C

“Board members are required to disclose any possible confilicts of interest as soon as the become known. Conflicts of interestinquiries are made annually to all board members.”

Pt VI, Line 15A

“The executive director has a written contract that is reviewed by the executive committee and approved by the board.”

Pt VI, Line 19

“A summary of the annual report is found on the foundations website and in print form at the foundations office. Detailed information is available upon request.”

Financial Statement Notes

Pt IV, Line 2B

“The foundation holds funds for the benefit of certain”

Pt IV, Line 2B

“Non profit organizations and disbuses the funds at”

Pt IV, Line 2B

“The request of the non profit after board approval”

Pt XI, Line 4B

“Distributions to funds held for the benefit of others”

Pt XI, Line 2D

“Contributions to funds held for the benefit of others”

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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06363507
IRS990/GrossReceiptsAmt010227969
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03392
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt03392
IRS990/InvestmentIncomeGrp/ExclusionAmt0140776
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0140776
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06999459
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010294842
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07992
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012426
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010641
IRS990/LandBldgEquipCostOrOtherBssAmt018633
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0833
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05460693
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HELPING PEOPLE TO ENHANCE THE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05385360
IRS990/NetAssetsOrFundBalancesEOYAmt08944599
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0903046
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0903046
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0104417
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt0104417
IRS990/NetUnrlzdGainsLossesInvstAmt0-344275
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt019990
IRS990/OccupancyGrp/ProgramServicesAmt02631
IRS990/OccupancyGrp/TotalAmt022621
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021716
IRS990/OfficeExpensesGrp/ProgramServicesAmt03175
IRS990/OfficeExpensesGrp/TotalAmt024891
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1INTERNET
IRS990/OtherExpensesGrp/Desc2PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc3MARKETING/COM AWARE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13870
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt319885
IRS990/OtherExpensesGrp/ProgramServicesAmt09153
IRS990/OtherExpensesGrp/ProgramServicesAmt155
IRS990/OtherExpensesGrp/ProgramServicesAmt235518
IRS990/OtherExpensesGrp/ProgramServicesAmt314334
IRS990/OtherExpensesGrp/TotalAmt09153
IRS990/OtherExpensesGrp/TotalAmt13925
IRS990/OtherExpensesGrp/TotalAmt235518
IRS990/OtherExpensesGrp/TotalAmt334219
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033408
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt033408
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05310
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt05310
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03631533
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03851415
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01076
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01076
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ROBERT SCHNEIDER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0523920
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEE INCOME
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0109129
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0116290
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0271653
IRS990/PYInvestmentIncomeAmt0553436
IRS990/PYOtherExpensesAmt0359737
IRS990/PYProgramServiceRevenueAmt091520
IRS990/PYRevenuesLessExpensesAmt056551
IRS990/PYSalariesCompEmpBnftPaidAmt073305
IRS990/PYTotalExpensesAmt0704695
IRS990/PYTotalRevenueAmt0761246
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03903514
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04646190
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0158189
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0162096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03164152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0116290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0363606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0398343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0574050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04616441
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0140776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0185693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0496425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0320158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0345026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01488078
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75620
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.54840
IRS990ScheduleA/PublicSupportTotal170Amt04616441
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03164152
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0116290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0363606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0398343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0574050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04616441
IRS990ScheduleA/TotalSupportAmt06104519
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/ScheduleBRequiredInd0true
IRS990ScheduleD/AdditionsDuringYearAmt0324060
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BeginningBalanceAmt01543199
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DistributionsDuringYearAmt068741
IRS990ScheduleD/DonorAdvisedFundsContriAmt032551
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt017400
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0573735
IRS990ScheduleD/EndingBalanceAmt01798518
IRS990ScheduleD/EquipmentGrp/BookValueAmt011193
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011193
IRS990ScheduleD/ExpensesSubtotalAmt0742676
IRS990ScheduleD/FundsAndOtherAccountsContriAmt03356271
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0292408
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt076
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt09721107
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt07440
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07440
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-575720
IRS990ScheduleD/OtherRevenueAmt0-38300
IRS990ScheduleD/OtherRevenuesNotIncludedAmt067542
IRS990ScheduleD/RevenueNotReportedAmt0-614020
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt067542
IRS990ScheduleD/RevenueSubtotalAmt04578648
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HOLDS FUNDS FOR THE BENEFIT OF CERTAIN
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NON PROFIT ORGANIZATIONS AND DISBUSES THE FUNDS AT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE REQUEST OF THE NON PROFIT AFTER BOARD APPROVAL
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DISTRIBUTIONS TO FUNDS HELD FOR THE BENEFIT OF OTHERS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4CONTRIBUTIONS TO FUNDS HELD FOR THE BENEFIT OF OTHERS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,468,655
Liabilities
$1,524,056
Net assets
$8,944,599
Revenue
$4,646,190
Expenses
$742,676
Net income
$3,903,514
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$1.71$15.4$3.57$1.53$2.04
2023Detailed filing. Detailed filing data is available for this year.$14.9$2.66$12.2$1.57$1.81$0.24
2022Detailed filing. Detailed filing data is available for this year.$13.2$2.17$11.0$1.13$1.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$15.9$2.54$13.4$2.81$1.02$1.78
2020Detailed filing. Detailed filing data is available for this year.$13.0$2.05$11.0$0.79$0.88$0.09
2019Detailed filing. Detailed filing data is available for this year.$11.8$1.81$10.00$2.07$1.02$1.05
2018Detailed filing. Detailed filing data is available for this year.$10.5$1.50$8.95$1.29$1.05$0.25
2017Detailed filing. Detailed filing data is available for this year.$11.2$1.64$9.58$0.77$1.13$0.36
2016Detailed filing. Detailed filing data is available for this year.$10.5$1.52$8.94$4.65$0.74$3.90
2015Detailed filing. Detailed filing data is available for this year.$7.17$1.79$5.39$0.76$0.70$0.06
2014Detailed filing. Detailed filing data is available for this year.$7.24$1.55$5.70$0.95$0.74$0.21
2013Detailed filing. Detailed filing data is available for this year.$7.00$1.52$5.49$0.79$0.56$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.94$4.80$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.00$5.19$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$0.00$5.13$0.45