Civic Intelligence

Waterloo Community Schools Foundation

990 • Fiscal year 2017 • EIN 42-1364293

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 23, 2018

Organization ProfileWWW.WCSFOUNDATION.ORG
201 Tower Park Dr No 106Waterloo, IA 50701

(319) 939-9550

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

94th percentile

$59,099

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$404,317

Down $146,839 (-27%) from 2016

Net Assets

Up

$390,327

Up $46,905 (+14%) from 2016

Liabilities

Down

$13,990

Down $193,744 (-93%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin72nd percentile

Revenue

Up

$289,197

Up $106,267 (+58%) from 2016

Expenses

Up

$242,292

Up $59,521 (+33%) from 2016

Net Income

Up

$46,905

Up $46,746 (+29400%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $105,964Liabilities 2011: $4,9962011Assets 2012: $438,561Liabilities 2012: $34,801Net Assets 2012: $403,7602012Assets 2013: $321,679Liabilities 2013: $33,262Net Assets 2013: $288,4172013Assets 2015: $569,578Liabilities 2015: $225,433Net Assets 2015: $344,1452015Assets 2016: $551,156Liabilities 2016: $207,734Net Assets 2016: $343,4222016Assets 2017: $404,317Liabilities 2017: $13,990Net Assets 2017: $390,3272017Assets 2018: $450,616Liabilities 2018: $9,273Net Assets 2018: $441,3432018Assets 2019: $460,273Liabilities 2019: $7,179Net Assets 2019: $453,0942019Assets 2020: $843,408Liabilities 2020: $20,725Net Assets 2020: $822,6832020Assets 2021: $1,125,441Liabilities 2021: $0Net Assets 2021: $1,125,4412021Assets 2022: $1,202,339Liabilities 2022: $240,000Net Assets 2022: $962,3392022Assets 2023: $1,253,311Liabilities 2023: $181,151Net Assets 2023: $1,072,1602023Assets 2024: $1,496,847Liabilities 2024: $146,000Net Assets 2024: $1,350,8472024

Highlighted filing

2017

Assets$404,317
Liabilities$13,990
Net Assets$390,327
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $151,205Expenses 2011: $50,237Net Income 2011: $100,9682011Expenses 2012: $153,0572012Expenses 2013: $354,5942013Revenue 2015: $324,821Expenses 2015: $149,553Net Income 2015: $175,2682015Revenue 2016: $182,930Expenses 2016: $182,771Net Income 2016: $1592016Revenue 2017: $289,197Expenses 2017: $242,292Net Income 2017: $46,9052017Revenue 2018: $266,474Expenses 2018: $215,458Net Income 2018: $51,0162018Revenue 2019: $346,639Expenses 2019: $334,888Net Income 2019: $11,7512019Revenue 2020: $777,031Expenses 2020: $407,442Net Income 2020: $369,5892020Revenue 2021: $619,661Expenses 2021: $316,903Net Income 2021: $302,7582021Revenue 2022: $482,487Expenses 2022: $503,359Net Income 2022: -$20,8722022Revenue 2023: $285,040Expenses 2023: $240,797Net Income 2023: $44,2432023Revenue 2024: $573,982Expenses 2024: $354,876Net Income 2024: $219,1062024

Highlighted filing

2017

Revenue$289,197
Expenses$242,292
Net Income$46,905
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 23, 2018
Return Version
2016v3.0
Gross Receipts
$300,491
Mission and Program Overview

Mission

To fund, inspire and promote educational opportunities for all in the waterloo schools.

Serving as a catalyst for educational excellence and pride in the waterloo school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$525,900$360,973▼ $164,927
Cash and Non-Interest-Bearing Accounts$16,244$37,294▲ $21,050
Pledges and Grants Receivable$7,200$6,050▼ $1,150
Land, Buildings, and Equipment, Net$1,812$0▼ $1,812
Total Assets$551,156$404,317▼ $146,839
Liabilities
Accounts Payable and Accrued Expenses$207,734$13,990▼ $193,744
Total Liabilities$207,734$13,990▼ $193,744
Net Assets / Fund Balance
Temporarily Rstr Net Assets$279,581$260,670▼ $18,911
Unrestricted Net Assets$63,841$129,657▲ $65,816
Total Net Assets Fund Balance$343,422$390,327▲ $46,905
Total Liabilities and Net Assets / Fund Balance$551,156$404,317▼ $146,839

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$13,817$13,817

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$111,830$9,700▲ $2,701-$123,567
2015$102,106$10,000▲ $1,246-$111,830
2014$40,256$60,000▲ $1,850-$102,106
2013$0$40,256--$40,256
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily HansonExecutive DirectorFT$57,378$1,721$59,099

Board Members and Trustees

NameTitle
Ryan RisetterPast President
Mike YoungPresident
Shawna BuckleyVice President
Amy WienandsDirector
Byran EarnestDirector
Carol BoyceDirector
Eric JohnsonDirector
Gwenne BerryDirector
Jack LockeDirector
Jean SeelandDirector
Julie RitlandDirector
Kristin StanfordDirector
Mike WaldenDirector
Sally HollisDirector
Renee ChristofferSecretary
David RichterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$288,091
Program Service Revenue
$0
Investment Income
$7,610
Other Revenue
$-6,504
All Other Contributions
$232,291
Change in Net Assets
$46,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$139,324
Salaries, Compensation, and Employee Benefits$78,215
Total Fundraising Expense$64,002
Other Expenses$24,753
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$138,439--$138,439
Current Officers, Directors, Trustees, and Key Employees$5,775$11,550$40,425$57,750
Other Salaries and Wages$1,119$2,237$7,829$11,185
Office Expenses$622$1,243$4,352$6,217
Payroll Taxes$525$1,051$3,678$5,254
Information Technology$502$1,003$3,511$5,016
Fees for Services Accounting-$3,690-$3,690
Conferences and Meetings-$3,242-$3,242
Other Employee Benefits$230$458$1,605$2,293
Travel-$2,205-$2,205
Depreciation Depletion$181$362$1,269$1,812
Pension Plan Contributions$173$347$1,213$1,733
Insurance-$1,468-$1,468
Grants to Domestic Individuals$885--$885
Other Expenses-$700-$700
Fees for Services Other-$283-$283
Advertising--$120$120
Total Functional Expenses$148,451$29,839$64,002$242,292
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Waterloo Community School DistrictWaterloo, IA501(c)(3)Purchase of Educational Equipment and Student Program Support.$138,439
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,294
Fundraising Gross Income$4,790
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k$19,490$3,415$4,168$-753
Breakfast$41,100$1,375$7,126$-5,751
Total Events$60,590$4,790$11,294$-6,504
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
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 11B

“A draft copy of the form 990 was reviewed by the treasurer and president. A final copy of the form 990 was provided to all board members.”

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

“Board members sign a conflict of interest statement annually. The policy is monitored by reviewing the subject matter and, if appropriate, the board member will refrain from discussion and abstain from voting. All board and executive committee meeting agendas include an item addressing conflicts of interest.”

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

“The executive committee does an annual evaluation of performance. Formal evaluations are prepared by designated individuals, including the executive director. Salary and benefits are based upon performance. Compensation is determined using compensation of other similar foundations within the community and state of iowa. Documentation of the review process is included in the executive directors personnel file.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Waterloo Community Schools Foundation
EIN
42-1364293
Phone
3199399550
Address
201 TOWER PARK DR NO 106, WATERLOO, IA 50701

Signing Officer

Name
Sally Hollis
Title
Executive Director
Phone
3199399550
Signed
2018-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Hanson
Formed
1989
Legal Domicile
Ia
Voting Board Members
16
Independent Board Members
16
Employees
3
Volunteers
40

Preparer

Firm
Bergankdv Ltd
Address
PO BOX 2100, WATERLOO, IA 50704-2100
Preparer
David a Richter
Phone
3192346885
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The use of the unrestricted and temporary restricted endowment funds is based on the wishes of the donor(restricted) or the board(unrestricted).”

Raw XML AppendixShowing 400 of 532 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0300491
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03511
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01003
IRS990/InformationTechnologyGrp/ProgramServicesAmt0502
IRS990/InformationTechnologyGrp/TotalAmt05016
IRS990/InsuranceGrp/ManagementAndGeneralAmt01468
IRS990/InsuranceGrp/TotalAmt01468
IRS990/InvestmentIncomeGrp/ExclusionAmt07610
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07610
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013817
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01812
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt013817
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT, ENHANCE, AND PROMOTE EXCELLENT EDUCATIONAL OPPORTUNITIES FOR STUDENTS IN THE WATERLOO COMMUNITY SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0343422
IRS990/NetAssetsOrFundBalancesEOYAmt0390327
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6504
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6504
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt04352
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01243
IRS990/OfficeExpensesGrp/ProgramServicesAmt0622
IRS990/OfficeExpensesGrp/TotalAmt06217
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01605
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0458
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0230
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02293
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0700
IRS990/OtherExpensesGrp/TotalAmt0700
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07829
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02237
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01119
IRS990/OtherSalariesAndWagesGrp/TotalAmt011185
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03678
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01051
IRS990/PayrollTaxesGrp/ProgramServicesAmt0525
IRS990/PayrollTaxesGrp/TotalAmt05254
IRS990/PensionPlanContributionsGrp/FundraisingAmt01213
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0347
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0173
IRS990/PensionPlanContributionsGrp/TotalAmt01733
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07200
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06050
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0EMILY HANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0182448
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt084700
IRS990/PYInvestmentIncomeAmt06349
IRS990/PYOtherExpensesAmt025684
IRS990/PYOtherRevenueAmt0-5867
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0159
IRS990/PYSalariesCompEmpBnftPaidAmt072387
IRS990/PYTotalExpensesAmt0182771
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0182930
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt046905
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0525900
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0360973
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME - 2012 AMOUNT: $ 2,540. 2013 AMOUNT: $ 6,781. 2014 AMOUNT: $ 7,680. 2015 AMOUNT: $ 5,359. 2016 AMOUNT: $ 4,790.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DESCRIPTION: CASH DATE: 11/17/11 AMOUNT: 50000. DESCRIPTION: CASH DATE: 04/17/12 AMOUNT: 120000. DESCRIPTION: CASH DATE: 10/26/11 AMOUNT: 100000. DESCRIPTION: CASH DATE: 12/09/12 AMOUNT: 56866. DESCRIPTION: CASH DATE: 07/25/13 AMOUNT: 50000. DESCRIPTION: CASH DATE: 07/08/13 AMOUNT: 51500. DESCRIPTION: CASH DATE: 12/30/14 AMOUNT: 50000. DESCRIPTION: CASH DATE: 01/20/15 AMOUNT: 60000. DESCRIPTION: CASH DATE: 08/30/16 AMOUNT: 48500.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0296361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0182448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0213693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0300989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0197867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01191358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020497
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt027150
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04790
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05359
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt07680
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06781
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02540
IRS990ScheduleA/OtherIncome170Grp/TotalAmt027150
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76210
IRS990ScheduleA/PublicSupportPY170Pct00.71760
IRS990ScheduleA/PublicSupportTotal170Amt0944229
IRS990ScheduleA/SubstantialContributorsTotAmt0247129
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0296361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0182448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0213693
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0300989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0197867
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01191358
IRS990ScheduleA/TotalSupportAmt01239005
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.36500
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt064
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0111830
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt09700
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0123567
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0600
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0102106
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0111830
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01507
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt040256
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt060000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0102106
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt040256
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt040256
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt09700
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0600
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt017623
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013817
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013817
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE USE OF THE UNRESTRICTED AND TEMPORARY RESTRICTED ENDOWMENT FUNDS IS BASED ON THE WISHES OF THE DONOR(RESTRICTED) OR THE BOARD(UNRESTRICTED).

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$404,317
Liabilities
$13,990
Net assets
$390,327
Revenue
$289,197
Expenses
$242,292
Net income
$46,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.15$1.35$0.57$0.35$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.18$1.07$0.29$0.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.24$0.96$0.48$0.50$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.62$0.32$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.82$0.78$0.41$0.37
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.01$0.45$0.35$0.33$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$0.27$0.22$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.21$0.34$0.18$0.18$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.23$0.34$0.32$0.15$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.03$0.29$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.03$0.40$0.15
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.15$0.05$0.10