Civic Intelligence

Marshalltown Area United Way

990 • Fiscal year 2014 • EIN 42-0871626

Apr 01, 2013 to Mar 31, 2014 • Filed on Aug 12, 2014

709 S Center Suite 650158

(641) 752-4688

Siviq Scores

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

Liabilities / Assets

85th percentile

0.58x

Higher debt load relative to assets than 85% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

0.60x

Higher debt load relative to revenue than 85% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

46th percentile

1.9%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

68th percentile

$53,276

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

48th percentile

1.7%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$774,165

Up $12,806 (+1.7%) from 2013

Net Assets

Up

$322,398

Up $27,240 (+9.2%) from 2013

Liabilities

Down

$451,767

Down $14,434 (-3.1%) from 2013

Revenue

$753,164

No earlier filing loaded for comparison.

Expenses

Up

$738,932

Up $15,048 (+2.1%) from 2013

Net Income

$14,232

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $731,692Liabilities 2010: $440,361Net Assets 2010: $291,3312010Assets 2011: $731,829Liabilities 2011: $438,393Net Assets 2011: $293,4362011Assets 2012: $746,033Liabilities 2012: $451,930Net Assets 2012: $294,1032012Assets 2013: $761,359Liabilities 2013: $466,201Net Assets 2013: $295,1582013Assets 2014: $774,165Liabilities 2014: $451,767Net Assets 2014: $322,3982014Assets 2015: $773,978Liabilities 2015: $453,731Net Assets 2015: $320,2472015Assets 2016: $786,757Liabilities 2016: $451,929Net Assets 2016: $334,8282016Assets 2017: $794,061Liabilities 2017: $438,219Net Assets 2017: $355,8422017Assets 2018: $815,118Liabilities 2018: $436,330Net Assets 2018: $378,7882018Assets 2019: $1,045,869Liabilities 2019: $443,410Net Assets 2019: $602,4592019Assets 2020: $1,046,845Liabilities 2020: $450,454Net Assets 2020: $596,3912020Assets 2021: $1,068,395Liabilities 2021: $441,223Net Assets 2021: $627,1722021Assets 2022: $1,116,704Liabilities 2022: $462,777Net Assets 2022: $653,9272022Assets 2023: $1,172,651Liabilities 2023: $645,066Net Assets 2023: $527,5852023Assets 2024: $1,157,981Liabilities 2024: $569,663Net Assets 2024: $588,3182024Assets 2025: $1,147,066Liabilities 2025: $492,398Net Assets 2025: $654,6682025

Highlighted filing

2014

Assets$774,165
Liabilities$451,767
Net Assets$322,398

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $688,6522010Expenses 2011: $716,2362011Expenses 2012: $732,3542012Expenses 2013: $723,8842013Revenue 2014: $753,164Expenses 2014: $738,932Net Income 2014: $14,2322014Revenue 2015: $766,020Expenses 2015: $768,171Net Income 2015: -$2,1512015Revenue 2016: $778,627Expenses 2016: $764,046Net Income 2016: $14,5812016Revenue 2017: $761,222Expenses 2017: $740,208Net Income 2017: $21,0142017Revenue 2018: $801,461Expenses 2018: $778,515Net Income 2018: $22,9462018Revenue 2019: $1,076,030Expenses 2019: $852,359Net Income 2019: $223,6712019Revenue 2020: $842,204Expenses 2020: $848,272Net Income 2020: -$6,0682020Revenue 2021: $857,318Expenses 2021: $826,537Net Income 2021: $30,7812021Revenue 2022: $770,737Expenses 2022: $743,982Net Income 2022: $26,7552022Revenue 2023: $949,159Expenses 2023: $1,051,990Net Income 2023: -$102,8312023Revenue 2024: $906,392Expenses 2024: $845,659Net Income 2024: $60,7332024Revenue 2025: $970,021Expenses 2025: $903,671Net Income 2025: $66,3502025

Highlighted filing

2014

Revenue$753,164
Expenses$738,932
Net Income$14,232
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Aug 12, 2014
Return Version
2013v3.0
Gross Receipts
$758,259
Mission and Program Overview

Mission

To provide a mechanism to encourage charitable giving, to facilitate the distribution of gifts to member agencies that will enhance the quality of life for all marshall county residents.

Redistribute general public contributions

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$429,154$529,767▲ $100,613
Pledges and Grants Receivable$236,130$144,635▼ $91,495
Cash and Non-Interest-Bearing Accounts$92,660$98,023▲ $5,363
Land, Buildings, and Equipment, Net$3,415$1,740▼ $1,675
Total Assets$761,359$774,165▲ $12,806
Liabilities
Grants Payable$436,599$433,373▼ $3,226
Accounts Payable and Accrued Expenses$13,250$16,137▲ $2,887
Deferred Revenue$3,344$2,257▼ $1,087
Total Liabilities$453,193$451,767▼ $1,426
Net Assets / Fund Balance
Unrestricted Net Assets$179,095$192,729▲ $13,634
Permanently Rstr Net Assets$129,071$129,669▲ $598
Total Net Assets Fund Balance$308,166$322,398▲ $14,232
Total Liabilities and Net Assets / Fund Balance$761,359$774,165▲ $12,806

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,740$23,669$25,409

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$129,071-▲ $2,390$1,792$129,669
2012$129,467-▲ $440$836$129,071
2011$134,622-▲ $1,167$5,155$129,467
2010$131,498-▲ $3,124-$134,622
2009$130,791-▲ $3,880$3,173$131,498
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy StevesonExecutive DirectorFT$43,476$9,800$53,276

Board Members and Trustees

NameTitle
Diane LemkerPresident
Larry PfantzVice President
Bobbi BrandenburgBoard Member
Bobby ShomoBoard Member
Carrie SoddersBoard Member
Curt HoffBoard Member
Harry WilsonBoard Member
Lisa LekarBoard Member
Martha GarciaBoard Member
Pat HagemanBoard Member
Ruzan MorrisonBoard Member
Sam KernsBoard Member
Sandy GowdyBoard Member
Shaness HartBoard Member
Shawn HeitmannBoard Member
Janine RawlingsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$734,602
Program Service Revenue
$0
Investment Income
$2,895
Other Revenue
$15,667
All Other Contributions
$734,602
Change in Net Assets
$14,232

Audited Revenue Reconciliation

Revenue per Audited Statements
$753,164
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$753,164
Total Revenue per Form 990
$753,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$567,795
Total Fundraising Expense$114,264
Salaries, Compensation, and Employee Benefits$87,922
Other Expenses$83,215
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$567,795--$567,795
Advertising--$48,098$48,098
Current Officers, Directors, Trustees, and Key Employees-$14,636$28,840$43,476
Comp Disqual Persons-$10,573$18,521$29,094
Occupancy-$3,795$6,882$10,677
Payments to Affiliates-$8,307-$8,307
Other Employee Benefits-$6,050-$6,050
Payroll Taxes--$5,552$5,552
Fees for Services Accounting-$2,225$2,225$4,450
Office Expenses-$1,290$2,465$3,755
Pension Plan Contributions-$3,750-$3,750
Depreciation Depletion-$1,675-$1,675
Travel-$604$975$1,579
Other Expenses-$454$158$612
Conferences and Meetings-$211$20$231
Total Functional Expenses$567,795$56,873$114,264$738,932

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$738,932
Total Expenses per Audited Statements$738,932
Total Expenses per Form 990$738,932
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
42-1234033-501(c)(3)Building Healthy Families, Sexual Abuse Prevention & Crisis Child Care$76,200
36-2167910-501(c)(3)Job Opportunities Initiative$52,000
42-1051609-501(c)(3)Quality Child Care$48,246
42-1026180-501(c)(3)Housing Needs, Upkeep and Repairs$46,200
42-1011233-501(c)(3)Family Planning Services$42,298
23-7288089-501(c)(3)Youth Intervention$38,300
42-0984749-501(c)(3)Marshall County Legal Assistance Project$36,535
53-0196605-501(c)(3)Readiness & Response Program$31,000
42-1238175-501(c)(3)Shelter Assistance$30,000
42-1400440-501(c)(3)Girl Scout Leadership Experience$28,965
42-0805386-501(c)(3)Evaluation and Treatment Services$27,000
42-6099434-501(c)(3)Weekly and Summer Programming$26,491
42-0923880-501(c)(3)School Dental Program$26,000
42-0981715-501(c)(3)Youth Development, After School Program$9,941
23-7154984-501(c)(3)Social Services$7,500
42-0698218-501(c)(3)Foster Grandparent Program$6,975
42-1079227-501(c)(3)Bereavment Program$6,230
42-6021927-501(c)(3)Crisis Intervention, Hispanic Outreach, School Based, Transitional Living, Fadss, W. Marshall Kids Club$5,800
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,762
Fundraising Direct Expenses$5,095
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$14,965$14,965-$14,965
Event 1$4,876$4,876-$4,876
Total Events$20,762$20,762$5,095$15,667
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

Form 990 is reviewed by the board of directors and approved prior to filing with the irs.

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

Board members fill out a conflict of interest statement on a yearly basis.

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

The executive director's salary is reviewed and approved by the board on a yearly basis.

Form 990, Part VI, Section C, Line 18

The organization makes the form 990 available for public inspection upon written request.

Form 990, Part VI, Section C, Line 19

The organization provides copies of these policies upon written request.

Filing and Contact Details

Filer

EIN
42-0871626
Phone
6417524688

Signing Officer

Name
Nancy Steveson
Title
Executive Director
Phone
6417524688
Signed
2014-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Steveson
Formed
1929
Legal Domicile
Ia
Voting Board Members
16
Independent Board Members
16
Employees
2
Volunteers
210

Preparer

Preparer
Elizabeth a Miller
Phone
6417539337
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Endowment fund was established by the donor and the principal is to remain in perpetuity. The organization allocates 75% of the investment earnings to help fund operations and the remaining 25% stays in the endowment fund for reinvestment.

PART X, LINE 2:

The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The organization has adopted the accounting for uncertainty in income tax positions which clarifies the accounting and recognition for tax positions taken or expected to be taken in its income tax returns. The organization's income tax filings are subject to audit by taxing jurisdictions. The organization's open audit periods are 2011 - 2013. The organization has analyzed its tax position and believes its income tax filing position will be sustained upon examination and does not anticipate any adjustments that would result in significant adverse affects to the organization's financial reports. Accordingly, the organization has not recorded any reserves or related accruals for interest and penalties for uncertain income tax positions at march 31, 2014.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01929
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt05095
IRS990/FundraisingGrossIncomeAmt020762
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0567795
IRS990/GrantsPayableGrp/BOYAmt0436599
IRS990/GrantsPayableGrp/EOYAmt0433373
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0567795
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0567795
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0758259
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02895
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02895
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023669
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03415
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01740
IRS990/LandBldgEquipCostOrOtherBssAmt025409
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE A MECHANISM TO ENCOURAGE CHARITABLE GIVING, TO FACILITATE THE DISTRIBUTION OF GIFTS TO MEMBER AGENCIES THAT WILL ENHANCE THE QUALITY OF LIFE FOR ALL MARSHALL COUNTY RESIDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0308166
IRS990/NetAssetsOrFundBalancesEOYAmt0322398
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt015667
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015667
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06882
IRS990/OccupancyGrp/ManagementAndGeneralAmt03795
IRS990/OccupancyGrp/TotalAmt010677
IRS990/OfficeExpensesGrp/FundraisingAmt02465
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01290
IRS990/OfficeExpensesGrp/TotalAmt03755
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06050
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06050
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1INSURANCE BLDG & WC
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0528
IRS990/OtherExpensesGrp/FundraisingAmt1158
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02713
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1590
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2454
IRS990/OtherExpensesGrp/TotalAmt02713
IRS990/OtherExpensesGrp/TotalAmt11118
IRS990/OtherExpensesGrp/TotalAmt2612
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt08307
IRS990/PaymentsToAffiliatesGrp/TotalAmt08307
IRS990/PayrollTaxesGrp/FundraisingAmt05552
IRS990/PayrollTaxesGrp/TotalAmt05552
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03750
IRS990/PensionPlanContributionsGrp/TotalAmt03750
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0129071
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0129669
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0236130
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0144635
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NANCY STEVESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0689269
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0590072
IRS990/PYInvestmentIncomeAmt01324
IRS990/PYOtherExpensesAmt049638
IRS990/PYOtherRevenueAmt034346
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01055
IRS990/PYSalariesCompEmpBnftPaidAmt084174
IRS990/PYTotalExpensesAmt0723884
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0724939
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt014232
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0429154
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0529767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0755364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0724994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0718853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0715551
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0691190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03605952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01324
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04676
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06875
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017872
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99510
IRS990ScheduleA/PublicSupportPY170Pct00.99210
IRS990ScheduleA/PublicSupportTotal170Amt03605952
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0755364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0724994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0718853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0715551
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0691190
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03605952
IRS990ScheduleA/TotalSupportAmt03623824
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/BeginningYearBalanceAmt0129071
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0129669
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02390
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01792
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0129467
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0129071
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0836
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0134622
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0129467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01167
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt05155
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0131498
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0134622
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03124
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0130791
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0131498
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03880
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03173
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0738932
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01740
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023669
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025409
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0753164
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUND WAS ESTABLISHED BY THE DONOR AND THE PRINCIPAL IS TO REMAIN IN PERPETUITY. THE ORGANIZATION ALLOCATES 75% OF THE INVESTMENT EARNINGS TO HELP FUND OPERATIONS AND THE REMAINING 25% STAYS IN THE ENDOWMENT FUND FOR REINVESTMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS WHICH CLARIFIES THE ACCOUNTING AND RECOGNITION FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS INCOME TAX RETURNS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY TAXING JURISDICTIONS. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE 2011 - 2013. THE ORGANIZATION HAS ANALYZED ITS TAX POSITION AND BELIEVES ITS INCOME TAX FILING POSITION WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN SIGNIFICANT ADVERSE AFFECTS TO THE ORGANIZATION'S FINANCIAL REPORTS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT MARCH 31, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01740
IRS990ScheduleD/TotalExpensesPerForm990Amt0738932
IRS990ScheduleD/TotalRevenuePerForm990Amt0753164
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0753164
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0738932
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0921

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.$1.15$0.49$0.65$0.97$0.90$0.07
2024Summary only. Only limited summary data is available for this year.$1.16$0.57$0.59$0.91$0.85$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.65$0.53$0.95$1.05$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.46$0.65$0.77$0.74$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.44$0.63$0.86$0.83$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.45$0.60$0.84$0.85$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.44$0.60$1.08$0.85$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.44$0.38$0.80$0.78$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.44$0.36$0.76$0.74$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.45$0.33$0.78$0.76$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.45$0.32$0.77$0.77$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.45$0.32$0.75$0.74$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.47$0.30$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.45$0.29$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.44$0.29$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.44$0.29$0.69