Civic Intelligence

Roessler-Chadwick Foundation Group

990 • Fiscal year 2024 • EIN 47-1272243

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

Organization ProfileWWW.CHADWICKSCHOOL.ORG
26800 S Academy DrivePalos Verdes Peninsula, CA 90274

(310) 377-1543

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.17x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

1.48x

Higher debt load relative to revenue than 81% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$827,998

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

45th percentile

5.1%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

147%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$69,271,874

Up $3,330,997 (+5.1%) from 2023

Net Assets

Up

$57,159,549

Up $3,499,836 (+6.5%) from 2023

Liabilities

Down

$12,112,325

Down $168,839 (-1.4%) from 2023

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin87th percentile

Revenue

Up

$8,203,202

Up $4,879,258 (+147%) from 2023

Expenses

Up

$4,794,452

Up $448,389 (+10%) from 2023

Net Income

Up

$3,408,750

Up $4,430,869 (+433%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$80M$60M$40M$20M$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2016: $44,535,297Liabilities 2016: $6,715,470Net Assets 2016: $37,819,8272016Assets 2017: $48,771,826Liabilities 2017: $5,599,589Net Assets 2017: $43,172,2372017Assets 2018: $56,471,866Liabilities 2018: $8,548,429Net Assets 2018: $47,923,4372018Assets 2019: $58,854,697Liabilities 2019: $9,495,418Net Assets 2019: $49,359,2792019Assets 2020: $66,360,739Liabilities 2020: $15,216,193Net Assets 2020: $51,144,5462020Assets 2021: $73,553,865Liabilities 2021: $12,917,240Net Assets 2021: $60,636,6252021Assets 2022: $63,578,089Liabilities 2022: $11,921,410Net Assets 2022: $51,656,6792022Assets 2023: $65,940,877Liabilities 2023: $12,281,164Net Assets 2023: $53,659,7132023Assets 2024: $69,271,874Liabilities 2024: $12,112,325Net Assets 2024: $57,159,5492024

Highlighted filing

2024

Assets$69,271,874
Liabilities$12,112,325
Net Assets$57,159,549
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $1,644,278Expenses 2016: $2,436,537Net Income 2016: -$792,2592016Revenue 2017: $2,510,695Expenses 2017: $2,921,900Net Income 2017: -$411,2052017Revenue 2018: $7,959,617Expenses 2018: $3,430,327Net Income 2018: $4,529,2902018Revenue 2019: $5,403,795Expenses 2019: $3,730,014Net Income 2019: $1,673,7812019Revenue 2020: $7,455,590Expenses 2020: $3,408,300Net Income 2020: $4,047,2902020Revenue 2021: $2,244,634Expenses 2021: $3,687,933Net Income 2021: -$1,443,2992021Revenue 2022: $2,911,019Expenses 2022: $4,143,398Net Income 2022: -$1,232,3792022Revenue 2023: $3,323,944Expenses 2023: $4,346,063Net Income 2023: -$1,022,1192023Revenue 2024: $8,203,202Expenses 2024: $4,794,452Net Income 2024: $3,408,7502024

Highlighted filing

2024

Revenue$8,203,202
Expenses$4,794,452
Net Income$3,408,750
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$19,067,131
Mission and Program Overview

Mission

The organization was formed to further the exempt purposes of roessler-chadwick foundation (the foundation) by operating as a supporting organization to the foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$38,889,422$39,607,429▲ $718,007
Land, Buildings, and Equipment, Net$22,723,461$21,684,697▼ $1,038,764
Savings and Temporary Cash Investments$1,939,852$1,403,015▼ $536,837
Pledges and Grants Receivable$753,448$705,143▼ $48,305
Cash and Non-Interest-Bearing Accounts$4,198$4,198→ $0
Total Assets$65,940,877$69,271,874▲ $3,330,997
Other Assets Total$1,630,496$5,867,392▲ $4,236,896
Liabilities
Tax Exempt Bond Liabilities$10,763,802$11,821,225▲ $1,057,423
Accounts Payable and Accrued Expenses$279,489$195,075▼ $84,414
Other Liabilities$1,237,873$96,025▼ $1,141,848
Total Liabilities$12,281,164$12,112,325▼ $168,839
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,214,042$36,806,385▲ $1,592,343
Net Assets With Donor Restrictions$18,445,671$20,353,164▲ $1,907,493
Total Net Assets Fund Balance$53,659,713$57,159,549▲ $3,499,836
Total Liabilities and Net Assets / Fund Balance$65,940,877$69,271,874▲ $3,330,997

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,480,205$21,621,451$40,101,656
Other Land Buildings$769,986$1,908,700$2,678,686
Land$2,266,053-$2,266,053
Leasehold Improvements$168,453$349,864$518,317
Other Assets Org$95,045--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$40,563,826-▲ $5,471,113-$44,445,777
2022$37,415,846-▲ $4,694,176-$40,563,826
2021$45,712,708$67,865▼ $6,817,871-$37,415,846
2020$36,008,863$260,150▲ $10,730,893-$45,712,708
2019$35,053,370$826,525▲ $1,413,469-$36,008,863
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John KjennerCFOFT$272,832$49,448$322,280
Frederick T HillPresidentPT$78,702$51,195$129,897

Board Members and Trustees

NameTitle
Eden WarnerChair
Saskia SubramanianVice Chair
Andrew WoodenDirector
Armand DawkinsDirector
Barbara EghanDirector
Derek RothDirector
Jared FeltDirector
Jason RoDirector
Jenn ChouDirector
Patrice HarmonDirector
Paul ChenDirector
Rachel NguyenDirector
Renita SmithDirector
Samantha NadellaDirector
Siri FiskeDirector
Stephani Uchima-carneyDirector
Terri BurkeDirector
Tom MooneyDirector
Anne SevernsSecretary
Ian EddlestonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,369,655
Program Service Revenue
$1,188,636
Investment Income
$5,493,267
Other Revenue
$151,644
All Other Contributions
$15,802
Change in Net Assets
$3,408,750

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,001,368
Revenue Not Reported on Financial Statements
$201,834
Revenue Not Reported on Form 990
$189,815
Total Revenue per Audited Statements
$8,191,183
Total Revenue per Form 990
$8,203,202
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,748,783
Grants and Similar Amounts Paid$1,562,594
Salaries, Compensation, and Employee Benefits$483,075
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,498,321$342,368-$1,840,689
Grants to Domestic Orgs$1,562,594--$1,562,594
Current Officers, Directors, Trustees, and Key Employees-$441,561-$441,561
Occupancy$302,624$69,150-$371,774
Fees for Service Investment Mgmnt Fees-$201,834-$201,834
Fees for Services Legal-$149,426-$149,426
Fees for Services Accounting-$70,750-$70,750
Fees for Services Other-$56,879-$56,879
Other Salaries and Wages-$21,644-$21,644
Payroll Taxes-$19,870-$19,870
Travel-$8,957-$8,957
Other Expenses-$4,080-$4,080
Conferences and Meetings-$1,859-$1,859
Office Expenses-$109-$109
Total Functional Expenses$3,363,539$1,430,913$0$4,794,452

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,794,452
Total Expenses per Audited Statements$4,619,187
Expenses per Audited Statements$4,592,618
Expenses Not Reported on Financial Statements$201,834
Expenses Not Reported on Form 990$26,569
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roessler-chadwick FoundationPalos Verdes Peninsula, CA501(c)(3)Scholarships / Financial Aid$1,562,594

International Summary

Offices
1
Employees
1
Spending
$92,944

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South KoreaSalary Paid to Officer Residing in South Korea-11$92,944
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liabilities$96,025

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Infrastructure & Economic Development Bank2020-12-23$21,000,000Acquisition and improvement of facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$21,000,000--$902,110

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
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 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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors received a copy and was given a presentation of the draft form 990 before it was filed.”

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

“Each new director completes a "conflict of interest" questionnaire, and then annually each director completes the "governance conflict" questionnaire. Upon identification of a conflict of interest, the chairman and the board will best determine how to proceed.”

Form 990, Part VI, Section C, Line 19

“The form 990, the determination letter, the conflict of interest, and governing documents are available upon request by the public. A copy of the form 990 is also available on guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Roessler-chadwick Foundation Group
EIN
47-1272243
Phone
3103771543
Address
26800 S ACADEMY DRIVE, PALOS VERDES PENINSULA, CA 90274

Signing Officer

Name
John Kjenner
Title
CFO
Phone
3103771543
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick T Hill
Formed
2014
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
20
Employees
2
Volunteers
20

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Eleanor a Livingston CPA Mst
Phone
9498529433
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The intended use of the organization's endowment funds is to provide a source of funding for the foundation's scholarship program.”

PART X, LINE 2:

“The organization is a public charity structured as a nonprofit corporation under internal revenue code section 501(c)(3). The organization is exempt from income taxes, domestic and foreign, related to revenue received in connection with exempt programs. The organization recognizes the financial statement benefit of tax positions, such as its filing status as tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The organization is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal and california state purposes is generally three and four years, respectively.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Income reported on chadwick scholarship foundation 98,729.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses reported on chadwick scholarship foundation 26,569.”

Raw XML AppendixShowing 400 of 773 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/OtherCompensationAmt200
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IRS990/Form990PartVIISectionAGrp/PersonNm14SAMANTHA NADELLA
IRS990/Form990PartVIISectionAGrp/PersonNm15RACHEL NGUYEN
IRS990/Form990PartVIISectionAGrp/PersonNm16JASON RO
IRS990/Form990PartVIISectionAGrp/PersonNm17DEREK ROTH
IRS990/Form990PartVIISectionAGrp/PersonNm18RENITA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm19STEPHANI UCHIMA-CARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm20ANDREW WOODEN
IRS990/Form990PartVIISectionAGrp/PersonNm21JOHN KJENNER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
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/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04197720
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt01562594
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01562594
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01562594
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015047623
IRS990/GrossReceiptsAmt019067131
IRS990/GrossRentsGrp/RealAmt0150000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01295547
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01295547
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt038889422
IRS990/InvestmentsPubTradedSecGrp/EOYAmt039607429
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023880015
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022723461
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021684697
IRS990/LandBldgEquipCostOrOtherBssAmt045564712
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010849903
IRS990/LessRentalExpensesGrp/RealAmt014026
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FURTHER THE EXEMPT PURPOSES OF ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) BY OPERATING AS A SUPPORTING ORGANIZATION TO THE FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt053659713
IRS990/NetAssetsOrFundBalancesEOYAmt057159549
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04197720
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04197720
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0135974
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0135974
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt091086
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt035214042
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt036806385
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt069150
IRS990/OccupancyGrp/ProgramServicesAmt0302624
IRS990/OccupancyGrp/TotalAmt0371774
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0109
IRS990/OfficeExpensesGrp/TotalAmt0109
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt05867392
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IRS990/PYOtherRevenueAmt0291166
IRS990/PYProgramServiceRevenueAmt0883802
IRS990/PYRevenuesLessExpensesAmt0-1022119
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IRS990/PYTotalExpensesAmt04346063
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03323944
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03408750
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01353853
IRS990/RentalIncomeOrLossGrp/RealAmt0135974
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01188636
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01939852
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01403015
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,271,874
Liabilities
$12,112,325
Net assets
$57,159,549
Revenue
$8,203,202
Expenses
$4,794,452
Net income
$3,408,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.3$12.1$57.2$8.20$4.79$3.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.9$12.3$53.7$3.32$4.35$1.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.6$11.9$51.7$2.91$4.14$1.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.6$12.9$60.6$2.24$3.69$1.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.4$15.2$51.1$7.46$3.41$4.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.9$9.50$49.4$5.40$3.73$1.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.5$8.55$47.9$7.96$3.43$4.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.8$5.60$43.2$2.51$2.92$0.41
2016Detailed filing. Detailed filing data is available for this year.$44.5$6.72$37.8$1.64$2.44$0.79
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00