Civic Intelligence

West Bend Community & Alumni Scholarship Foundation Inc.

990 • Fiscal year 2020 • EIN 39-6055248

Sep 01, 2019 to Aug 31, 2020 • Filed on Apr 06, 2021

Organization ProfileWBCOLUMNS.ORG
PO Box 397West Bend, WI 53095

(262) 334-1075

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

64th percentile

13%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$3,375,305

Up $384,975 (+13%) from 2019

Net Assets

Up

$3,375,305

Up $384,975 (+13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin15th percentile

Revenue

Down

$286,808

Down $113,989 (-28%) from 2019

Expenses

Up

$349,524

Up $2,605 (+0.8%) from 2019

Net Income

Down

-$62,716

Down $116,594 (-216%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,931,755Liabilities 2011: $0Net Assets 2011: $1,931,7552011Assets 2012: $2,112,582Liabilities 2012: $0Net Assets 2012: $2,112,5822012Assets 2013: $2,190,053Liabilities 2013: $0Net Assets 2013: $2,190,0532013Assets 2014: $2,380,601Liabilities 2014: $0Net Assets 2014: $2,380,6012014Assets 2015: $2,275,213Liabilities 2015: $0Net Assets 2015: $2,275,2132015Assets 2016: $2,536,836Liabilities 2016: $0Net Assets 2016: $2,536,8362016Assets 2017: $2,738,520Liabilities 2017: $0Net Assets 2017: $2,738,5202017Assets 2018: $2,891,667Liabilities 2018: $0Net Assets 2018: $2,891,6672018Assets 2019: $2,990,330Liabilities 2019: $0Net Assets 2019: $2,990,3302019Assets 2020: $3,375,305Liabilities 2020: $0Net Assets 2020: $3,375,3052020Assets 2021: $4,405,054Liabilities 2021: $22,002Net Assets 2021: $4,383,0522021Assets 2022: $3,812,819Liabilities 2022: $22,497Net Assets 2022: $3,790,3222022Assets 2023: $3,924,752Liabilities 2023: $20,000Net Assets 2023: $3,904,7522023Assets 2024: $4,372,262Liabilities 2024: $37,032Net Assets 2024: $4,335,2302024Assets 2025: $4,734,347Liabilities 2025: $2,591Net Assets 2025: $4,731,7562025

Highlighted filing

2020

Assets$3,375,305
Liabilities$0
Net Assets$3,375,305
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $228,323Expenses 2011: $194,640Net Income 2011: $33,6832011Revenue 2012: $330,637Expenses 2012: $210,564Net Income 2012: $120,0732012Revenue 2013: $192,111Expenses 2013: $186,731Net Income 2013: $5,3802013Revenue 2014: $283,515Expenses 2014: $194,375Net Income 2014: $89,1402014Revenue 2015: $237,524Expenses 2015: $218,693Net Income 2015: $18,8312015Revenue 2016: $485,261Expenses 2016: $231,192Net Income 2016: $254,0692016Revenue 2017: $339,264Expenses 2017: $283,945Net Income 2017: $55,3192017Revenue 2018: $796,011Expenses 2018: $291,489Net Income 2018: $504,5222018Revenue 2019: $400,797Expenses 2019: $346,919Net Income 2019: $53,8782019Revenue 2020: $286,808Expenses 2020: $349,524Net Income 2020: -$62,7162020Revenue 2021: $630,788Expenses 2021: $312,846Net Income 2021: $317,9422021Revenue 2022: $502,887Expenses 2022: $356,698Net Income 2022: $146,1892022Revenue 2023: $457,503Expenses 2023: $373,244Net Income 2023: $84,2592023Revenue 2024: $549,236Expenses 2024: $373,419Net Income 2024: $175,8172024Revenue 2025: $806,185Expenses 2025: $415,458Net Income 2025: $390,7272025

Highlighted filing

2020

Revenue$286,808
Expenses$349,524
Net Income-$62,716
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Apr 6, 2021
Return Version
2019v5.0
Gross Receipts
$2,438,357
Mission and Program Overview

Mission

To encourage graduates of west bend high schools to continue advanced education by providing academic and technical scholarships.

Provides scholarships to individuals based on educational merit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,716,019$3,238,081▲ $522,062
Savings and Temporary Cash Investments$232,173$120,402▼ $111,771
Cash and Non-Interest-Bearing Accounts$42,138$15,822▼ $26,316
Pledges and Grants Receivable-$1,000-
Total Assets$2,990,330$3,375,305▲ $384,975
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,990,330$3,375,305▲ $384,975
Total Net Assets Fund Balance$2,990,330$3,375,305▲ $384,975
Total Liabilities and Net Assets / Fund Balance$2,990,330$3,375,305▲ $384,975
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Rose PetittePresident
Amanda PalmsteinDirector
Amy CurlerDirector
Anne Marie DanaherDirector
Bink SteinbachDirector
Dave KohlmannDirector
Justin PogodzinskiDirector
KAREN O'MEARADirector
Kelly EganDirector
Laurie KirschDirector
Lynn PunzenbergerDirector
MARY ELLEN O'CONNORDirector
Marilyn HolmquistDirector
Michelle HockersDirector
Prudence Pick HwayDirector
Shelly JohnsonDirector
Terri KramerDirector
Josie BrzezinskiSecretary
Lisa SanbornTreasurer
Deb CahoonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$330,433
Program Service Revenue
$0
Investment Income
$-49,652
Other Revenue
$6,027
All Other Contributions
$298,933
Change in Net Assets
$-62,716
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$309,175
Other Expenses$40,349
Total Fundraising Expense$275
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$309,175--$309,175
Advertising$3,100--$3,100
Insurance-$1,642-$1,642
Fees for Services Accounting-$1,150-$1,150
Office Expenses-$503$275$778
Other Expenses$8,955$179-$179
All Other Expenses-$118-$118
Total Functional Expenses$321,230$28,019$275$349,524
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,350
Fundraising Direct Expenses$25,185
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concerts$51,850$30,350$2,803$27,547
5k Run/walk$10,000-$882-
Total Events$61,850$30,350$25,185$5,165
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 will be reviewed prior to issuance by the treasurer. The treasurer will present the form 990 to the board of directors at the next scheduled meeting.”

Form 990, Page 6, Part VI, Line 19

“Form 990, governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
West Bend Community & Alumni
EIN
39-6055248
Phone
2623341075
Address
PO BOX 397, WEST BEND, WI 53095

Signing Officer

Name
Lisa Sanborn
Title
Treasurer
Phone
2623381060
Signed
2021-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Sanborn
Formed
1972
Legal Domicile
Wi
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
60

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
James Saueressig
Phone
2623342341
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in unrealized gains on investments 447,691”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is a not-for-profit corporation as described in section 501 (c)(3) of the internal revenue code and is exempt from federal income taxes on related income pursuant to section 501(a) of the code. The foundation evaluates its tax positions and assesses their uncertainty, if any, through review and application of various sources of tax authority including statutes, regulations, rulings, court cases and widely held administrative practices. The foundation's informational returns are subject to examination by the irs, generally for three years after they are filed. Management believes that no uncertain tax positions exist for the foundation at august 31, 2020. The foundation has not incurred any interest or penalties for income taxes for the year ended august 31,2020.”

Raw XML AppendixShowing 400 of 475 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/InsuranceGrp/ManagementAndGeneralAmt01642
IRS990/InsuranceGrp/TotalAmt01642
IRS990/InvestmentIncomeGrp/ExclusionAmt079701
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079701
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02716019
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03238081
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02126364
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES SCHOLARSHIPS TO INDIVIDUALS BASED ON EDUCATIONAL MERIT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02990330
IRS990/NetAssetsOrFundBalancesEOYAmt03375305
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-129353
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-129353
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05165
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05165
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02990330
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03375305
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0275
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0503
IRS990/OfficeExpensesGrp/TotalAmt0778
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0447691
IRS990/OtherExpensesGrp/Desc0TRUST FEES
IRS990/OtherExpensesGrp/Desc1YOUTH CONCERT EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020703
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13724
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2179
IRS990/OtherExpensesGrp/ProgramServicesAmt08955
IRS990/OtherExpensesGrp/TotalAmt020703
IRS990/OtherExpensesGrp/TotalAmt18955
IRS990/OtherExpensesGrp/TotalAmt23724
IRS990/OtherExpensesGrp/TotalAmt3179
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0862
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0862
IRS990/OtherRevenueTotalAmt0862
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LISA SANBORN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0INTRODUCE FOURTH GRADE STUDENTS TO THE SYMPHONY AND TO THE SCHOLARSHIP FOUNDATION. APPROXIMATELY 1,000 STUDENTS ATTENDED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08955
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0290758
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0310050
IRS990/PYInvestmentIncomeAmt0107567
IRS990/PYOtherExpensesAmt036869
IRS990/PYOtherRevenueAmt02472
IRS990/PYRevenuesLessExpensesAmt053878
IRS990/PYTotalExpensesAmt0346919
IRS990/PYTotalRevenueAmt0400797
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-62716
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0232173
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120402
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONCERT 136,348 5K RUN/WALK 27,780 MISCELLANEOUS 879
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0330433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0290758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0221722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0236364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0360202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01439479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt079701
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt077199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt057413
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048931
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt046150
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0309394
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt031212
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033725
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt033336
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt034450
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt032284
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0165007
IRS990ScheduleA/PublicSupportCY170Pct00.61510
IRS990ScheduleA/PublicSupportPY170Pct00.55860
IRS990ScheduleA/PublicSupportTotal170Amt01177275
IRS990ScheduleA/SubstantialContributorsTotAmt0262204
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0330433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0290758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0221722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0236364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0360202
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01439479
IRS990ScheduleA/TotalSupportAmt01913880
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/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE FOUNDATION EVALUATES ITS TAX POSITIONS AND ASSESSES THEIR UNCERTAINTY, IF ANY, THROUGH REVIEW AND APPLICATION OF VARIOUS SOURCES OF TAX AUTHORITY INCLUDING STATUTES, REGULATIONS, RULINGS, COURT CASES AND WIDELY HELD ADMINISTRATIVE PRACTICES. THE FOUNDATION'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE FOUNDATION AT AUGUST 31, 2020. THE FOUNDATION HAS NOT INCURRED ANY INTEREST OR PENALTIES FOR INCOME TAXES FOR THE YEAR ENDED AUGUST 31,2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025185
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt021500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt021500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K RUN/WALK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030350
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05165
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03685
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02803
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0882
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0309175
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0240
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE REQUIRE STUDENTS TO PROVIDE TRANSCRIPTS FROM AN ACCREDITED INSTITUTION FOR PROOF OF ENROLLMENT AND MINIMUM ACADEMIC ACHIEVEMENT PRIOR TO DISBURSEMENT OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED PRIOR TO ISSUANCE BY THE TREASURER. THE TREASURER WILL PRESENT THE FORM 990 TO THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN UNREALIZED GAINS ON INVESTMENTS 447,691
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,375,305
Liabilities
$0
Net assets
$3,375,305
Revenue
$286,808
Expenses
$349,524
Net income
-$62,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.81$0.42$0.39
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.04$4.34$0.55$0.37$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.92$0.02$3.90$0.46$0.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.02$3.79$0.50$0.36$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.02$4.38$0.63$0.31$0.32
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.29$0.35$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.40$0.35$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.80$0.29$0.50
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.34$0.28$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.49$0.23$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.24$0.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.28$0.19$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.19$0.19$0.01
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$0.33$0.21$0.12
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$1.93$0.23$0.19$0.03