Civic Intelligence

White Bear Lake Area Educational Foundation

990 • Fiscal year 2016 • EIN 41-1778186

Jul 01, 2015 to Jun 30, 2016 • Filed on May 08, 2017

4855 Bloom AvenueWhite Bear Lake, MN 55110

(651) 407-7696

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.11x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.3%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,803,045

Down $67,378 (-2.3%) from 2015

Net Assets

Down

$2,784,225

Down $55,138 (-1.9%) from 2015

Liabilities

Down

$18,820

Down $12,240 (-39%) from 2015

Revenue

Down

$173,979

Down $47,180 (-21%) from 2015

Expenses

Down

$215,344

Down $44,063 (-17%) from 2015

Net Income

Down

-$41,365

Down $3,117 (-8.1%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,723,135Liabilities 2010: $18,724Net Assets 2010: $1,704,4112010Assets 2011: $2,020,226Liabilities 2011: $270Net Assets 2011: $2,019,9562011Assets 2012: $2,183,219Liabilities 2012: $1,047Net Assets 2012: $2,182,1722012Assets 2013: $2,525,626Liabilities 2013: $15,193Net Assets 2013: $2,510,4332013Assets 2014: $2,906,523Liabilities 2014: $2,342Net Assets 2014: $2,904,1812014Assets 2015: $2,870,423Liabilities 2015: $31,060Net Assets 2015: $2,839,3632015Assets 2016: $2,803,045Liabilities 2016: $18,820Net Assets 2016: $2,784,2252016Assets 2017: $3,154,206Liabilities 2017: $22,934Net Assets 2017: $3,131,2722017Assets 2018: $3,319,392Liabilities 2018: $21,045Net Assets 2018: $3,298,3472018Assets 2019: $3,474,749Liabilities 2019: $24,085Net Assets 2019: $3,450,6642019Assets 2020: $3,550,022Liabilities 2020: $3,413Net Assets 2020: $3,546,6092020Assets 2021: $4,483,725Liabilities 2021: $33,375Net Assets 2021: $4,450,3502021Assets 2022: $3,877,406Liabilities 2022: $3,426Net Assets 2022: $3,873,9802022Assets 2023: $4,206,615Liabilities 2023: $3,891Net Assets 2023: $4,202,7242023Assets 2024: $5,718,043Liabilities 2024: $10,863Net Assets 2024: $5,707,1802024Assets 2025: $6,236,458Liabilities 2025: $13,093Net Assets 2025: $6,223,3652025

Highlighted filing

2016

Assets$2,803,045
Liabilities$18,820
Net Assets$2,784,225

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $166,5472010Revenue 2011: $184,183Expenses 2011: $107,291Net Income 2011: $76,8922011Expenses 2012: $128,3062012Expenses 2013: $129,0902013Revenue 2014: $418,079Expenses 2014: $192,140Net Income 2014: $225,9392014Revenue 2015: $221,159Expenses 2015: $259,407Net Income 2015: -$38,2482015Revenue 2016: $173,979Expenses 2016: $215,344Net Income 2016: -$41,3652016Revenue 2017: $416,439Expenses 2017: $248,949Net Income 2017: $167,4902017Revenue 2018: $420,742Expenses 2018: $267,230Net Income 2018: $153,5122018Revenue 2019: $315,618Expenses 2019: $279,355Net Income 2019: $36,2632019Revenue 2020: $458,942Expenses 2020: $245,314Net Income 2020: $213,6282020Revenue 2021: $316,013Expenses 2021: $241,298Net Income 2021: $74,7152021Revenue 2022: $397,089Expenses 2022: $254,909Net Income 2022: $142,1802022Revenue 2023: $366,727Expenses 2023: $381,767Net Income 2023: -$15,0402023Revenue 2024: $1,341,458Expenses 2024: $406,876Net Income 2024: $934,5822024Revenue 2025: $460,342Expenses 2025: $383,716Net Income 2025: $76,6262025

Highlighted filing

2016

Revenue$173,979
Expenses$215,344
Net Income-$41,365
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 8, 2017
Return Version
2015v3.0
Gross Receipts
$1,496,372
Mission and Program Overview

Mission

The mission of the white bear lake area educational foundation is to enhance the district's ability to provide excellence in education for all students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,835,541$2,765,199▼ $70,342
Cash and Non-Interest-Bearing Accounts$31,121$35,763▲ $4,642
Prepaid Expenses and Deferred Charges$2,500$1,500▼ $1,000
Land, Buildings, and Equipment, Net$1,261$583▼ $678
Total Assets$2,870,423$2,803,045▼ $67,378
Liabilities
Accounts Payable and Accrued Expenses$21,360$18,820▼ $2,540
Deferred Revenue$9,700--
Total Liabilities$31,060$18,820▼ $12,240
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,561,910$1,433,435▼ $128,475
Permanently Rstr Net Assets$1,200,000$1,250,000▲ $50,000
Unrestricted Net Assets$77,453$100,790▲ $23,337
Total Net Assets Fund Balance$2,839,363$2,784,225▼ $55,138
Total Liabilities and Net Assets / Fund Balance$2,870,423$2,803,045▼ $67,378

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$583$2,806$3,389

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,268,253$65,129▼ $14,478-$1,280,258
2014$1,299,630$372▲ $13,409-$1,268,253
2013$1,157,732$1,992▲ $193,672-$1,299,630
2012$1,189,284$1,317▲ $21,215-$1,157,732
2011$1,196,031$15,269▲ $42,753-$1,189,284
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jenny NadeauPresident
Kathy CochraneVice President, Marketing
Connie DicksonVice President, Programs
Andrea LoppnowDirector
Bob MorseDirector
Connie MenneDirector
David MillerDirector
Dr Michael LovettDirector
EUNICE COTE'Director
Heidi BrophyDirector
Jill ChristiansonDirector
Jim E BerryDirector
Mary DahleDirector
Maryellen MieureDirector
Paul FettingerDirector
Scott WilsonDirector
William J FlemingDirector
Nancy RothSecretary
David PottsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$154,514
Program Service Revenue
$0
Investment Income
$-14,992
Other Revenue
$34,457
All Other Contributions
$104,184
Change in Net Assets
$-41,365

Audited Revenue Reconciliation

Revenue per Audited Statements
$173,979
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-13,773
Total Revenue per Audited Statements
$160,206
Total Revenue per Form 990
$173,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$120,507
Salaries, Compensation, and Employee Benefits$48,767
Other Expenses$46,070
Total Fundraising Expense$44,100
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,561--$104,561
Other Salaries and Wages-$15,065$30,129$45,194
Grants to Domestic Individuals$15,946--$15,946
Office Expenses-$13,196$1,865$15,061
Fees for Service Investment Mgmnt Fees-$11,549-$11,549
Advertising--$8,652$8,652
Fees for Services Accounting-$6,000-$6,000
Payroll Taxes-$1,191$2,382$3,573
Occupancy-$1,072$1,072$2,144
Insurance-$1,787-$1,787
Depreciation Depletion-$678-$678
Travel-$149-$149
Information Technology-$50-$50
Total Functional Expenses$120,507$50,737$44,100$215,344

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$215,344
Total Expenses per Audited Statements$215,344
Total Expenses per Form 990$215,344
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Isd 624White Bear Lake, MN-Scholarship$104,561
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,254
Fundraising Direct Expenses$33,797
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Breakfast$68,382$53,102$14,651$38,451
Golf Tournament$50,202$15,152$19,146$-3,994
Total Events$118,584$68,254$33,797$34,457
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
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
No
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

Organization's process to review form 990: the form is presented to the board executive committee and then voted on to accept.

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

Any conflict is indentified, discussed at a board meeting and voted on.

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

The executive committee takes care of personnel issues including. Once a position is indentified, the prevailing salaries are gathered for the offer.

Form 990, Part VI, Section C, Line 19

Public documents will be made available upon request.

Filing and Contact Details

Filer

Filer Name
White Bear Lake Area Educational
EIN
41-1778186
Phone
6514077696
Address
4855 BLOOM AVENUE, WHITE BEAR LAKE, MN 55110

Signing Officer

Name
David Potts
Title
Treasurer
Phone
6514077696
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenny Nadeau
Formed
1994
Legal Domicile
Mn
Voting Board Members
19
Independent Board Members
19
Employees
2
Volunteers
92

Preparer

Firm
Mahoneyulbrichchristiansen & Russ Pa
Address
10 RIVER PARK PLAZA SUITE 800, SAINT PAUL, MN 55107
Preparer
Lance J Brock
Phone
6512276695
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The foundation is exempt from income taxes under internal revenue code section 501(c)(3) and applicable minnesota statutes, except to the extent it has taxable income from businesses that are not related to its exempt purpose. The foundation did not have any unrelated business income. The foundation is not currently under examination by any taxing jurisdiction. Federal and state tax authorities generally have the right to examine income tax returns for a period of three years after they are filed. The foundation believes that it has appropriate support for any tax positions taken, and accordingly, does not have any uncertain tax positions that are material to the financial statements.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT, MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT, PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt050330
IRS990/FundraisingDirectExpensesAmt033797
IRS990/FundraisingGrossIncomeAmt068254
IRS990/GainOrLossGrp/SecuritiesAmt0-97798
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt015545
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt015946
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt015946
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0104561
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0104561
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01190798
IRS990/GrossReceiptsAmt01496372
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt050
IRS990/InformationTechnologyGrp/TotalAmt050
IRS990/InsuranceGrp/ManagementAndGeneralAmt01787
IRS990/InsuranceGrp/TotalAmt01787
IRS990/InvestmentIncomeGrp/ExclusionAmt082806
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt082806
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02835541
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02765199
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02806
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01261
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0583
IRS990/LandBldgEquipCostOrOtherBssAmt03389
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01288596
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE WHITE BEAR LAKE AREA EDUCATIONAL FOUNDATION IS TO ENHANCE THE DISTRICT'S ABILITY TO PROVIDE EXCELLENCE IN EDUCATION FOR ALL STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02839363
IRS990/NetAssetsOrFundBalancesEOYAmt02784225
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-97798
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-97798
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt034457
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt034457
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13773
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01072
IRS990/OccupancyGrp/ManagementAndGeneralAmt01072
IRS990/OccupancyGrp/TotalAmt02144
IRS990/OfficeExpensesGrp/FundraisingAmt01865
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013196
IRS990/OfficeExpensesGrp/TotalAmt015061
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt030129
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015065
IRS990/OtherSalariesAndWagesGrp/TotalAmt045194
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02382
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01191
IRS990/PayrollTaxesGrp/TotalAmt03573
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01200000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01250000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01500
IRS990/PrincipalOfficerNm0JENNY NADEAU
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GLASRUD FAMILY FELLOWSHIP
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014789
IRS990/ProgSrvcAccomActy2Grp/GrantAmt014789
IRS990/ProgSrvcAccomActy3Grp/Desc0ANGEL FUND - FUND THAT PROVIDES FUNDING TO STUDENTS AND THEIR FAMILIES FOR EDUCATION-BASED NEEDS. WHEN THESE BASIC NEEDS ARE MET, STUDENTS ARE ABLE TO CONCENTRATE ON LEARNING, RATHER THAN BEING DISTRACTED BY UNFORTUNATE CIRCUMSTANCES THAT ARE BEYOND THEIR CONTROL. LOCAL COMMUNITY ORGANIZATIONS HAVE PARTNERED WITH THE FOUNDATION IN SUPPORT OF THE ANGEL FUND.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt010455
IRS990/ProgSrvcAccomActy3Grp/GrantAmt010455
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER FUNDS - THE FOUNDATION IS WILLING TO ESTABLISH NEW FUNDS FOR A SPECIFIC PURPOSE IF DONOR GIFTS ARE GREATER THAN $15,000. THE FOUNDATION HAS SEVERAL FUNDS ESTABLISHED FOR VARIOUS PURPOSES, ALL OF WHICH SUPPORT THE MISSION OF THE FOUNDATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt079718
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt079718
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0170094
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0151086
IRS990/PYInvestmentIncomeAmt056480
IRS990/PYOtherExpensesAmt058686
IRS990/PYOtherRevenueAmt0-5415
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-38248
IRS990/PYSalariesCompEmpBnftPaidAmt049635
IRS990/PYTotalExpensesAmt0259407
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0221159
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-41365
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0154514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0170094
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0134648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0111548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0184953
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0755757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt082806
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt087790
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt064175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028643
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0329314
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60650
IRS990ScheduleA/PublicSupportPY170Pct00.65510
IRS990ScheduleA/PublicSupportTotal170Amt0658105
IRS990ScheduleA/SubstantialContributorsTotAmt097652
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0154514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0170094
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0134648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0111548
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0184953
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0755757
IRS990ScheduleA/TotalSupportAmt01085071
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/CYEndwmtFundGrp/AdministrativeExpensesAmt0-22201
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01268253
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt065129
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01280258
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-16445
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14478
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-22422
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01299630
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0372
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01268253
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-22736
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013409
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-21518
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01157732
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01992
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01299630
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-32248
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0193672
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-21421
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01189284
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01317
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01157732
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-32663
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021215
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-20132
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01196031
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015269

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$0.01$6.22$0.46$0.38$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.72$0.01$5.71$1.34$0.41$0.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.20$0.37$0.38$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.00$3.87$0.40$0.25$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.03$4.45$0.32$0.24$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.00$3.55$0.46$0.25$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.02$3.45$0.32$0.28$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.02$3.30$0.42$0.27$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.02$3.13$0.42$0.25$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.80$0.02$2.78$0.17$0.22$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.03$2.84$0.22$0.26$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.90$0.42$0.19$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.02$2.51$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.00$2.18$0.13
2011Summary only. Only limited summary data is available for this year.$2.02$0.00$2.02$0.18$0.11$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.02$1.70$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits