Civic Intelligence

Jasper Ridge Charitable Fund

990 • Fiscal year 2016 • EIN 47-2088631

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileN/A
201 Main Street Suite 1000Fort Worth, TX 76102-3109

(817) 333-0016

Siviq Scores

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

Liabilities / Assets

11th percentile

0.02x

Higher debt load relative to assets than 11% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

5th percentile

0.02x

Higher debt load relative to revenue than 5% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

2nd percentile

$0

Higher top officer pay than 2% of similar nonprofits.

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

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Asset Growth

100th percentile

260908%

Faster asset growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

45708%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$124,093,839

Up $124,046,295 (+260908%) from 2015

Net Assets

Up

$121,292,937

Up $121,294,176 (+9789683%) from 2015

Liabilities

Up

$2,800,902

Up $2,752,119 (+5642%) from 2015

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin99th percentile

Revenue

Up

$114,519,288

Up $114,269,288 (+45708%) from 2015

Expenses

Up

$429,869

Up $178,630 (+71%) from 2015

Net Income

Up

$114,089,419

Up $114,090,658 (+9208286%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$1.5B$1.0B$500M$0-$500MAssets 2015: $47,544Liabilities 2015: $48,783Net Assets 2015: -$1,2392015Assets 2016: $124,093,839Liabilities 2016: $2,800,902Net Assets 2016: $121,292,9372016Assets 2017: $684,513,022Liabilities 2017: $69,714,913Net Assets 2017: $614,798,1092017Assets 2018: $794,215,146Liabilities 2018: $6,372,072Net Assets 2018: $787,843,0742018Assets 2019: $921,998,756Liabilities 2019: $1,439,841Net Assets 2019: $920,558,9152019Assets 2020: $1,059,804,391Liabilities 2020: $1,846,109Net Assets 2020: $1,057,958,2822020Assets 2021: $1,428,861,718Liabilities 2021: $560,038Net Assets 2021: $1,428,301,6802021Assets 2022: $4,335,338Liabilities 2022: $4,335,338Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$124,093,839
Liabilities$2,800,902
Net Assets$121,292,937
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$2.0B$1.0B$0-$1.0B-$2.0BRevenue 2015: $250,000Expenses 2015: $251,239Net Income 2015: -$1,2392015Revenue 2016: $114,519,288Expenses 2016: $429,869Net Income 2016: $114,089,4192016Revenue 2017: $443,599,589Expenses 2017: $5,232,226Net Income 2017: $438,367,3632017Revenue 2018: $220,420,291Expenses 2018: $1,842,372Net Income 2018: $218,577,9192018Revenue 2019: $23,627,370Expenses 2019: $26,459,005Net Income 2019: -$2,831,6352019Revenue 2020: $51,342,189Expenses 2020: $76,960,112Net Income 2020: -$25,617,9232020Revenue 2021: $213,964,124Expenses 2021: $45,750,039Net Income 2021: $168,214,0852021Revenue 2022: $63,705,519Expenses 2022: $1,324,350,743Net Income 2022: -$1,260,645,2242022Revenue 2023: $85,870Expenses 2023: $85,870Net Income 2023: $02023

Highlighted filing

2016

Revenue$114,519,288
Expenses$429,869
Net Income$114,089,419
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.1
Gross Receipts
$209,760,888
Mission and Program Overview

Mission

Expanding philanthropic impact of donors by supporting and simplifying charitable giving and by promoting awareness of opportunities to improve social welfare through charitable grants and impact investments.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$0$119,459,733▲ $119,459,733
Cash and Non-Interest-Bearing Accounts$40,727$4,528,287▲ $4,487,560
Investments in Publicly Traded Securities$0$105,819▲ $105,819
Pledges and Grants Receivable$6,817$0▼ $6,817
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$47,544$124,093,839▲ $124,046,295
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$48,783$2,800,902▲ $2,752,119
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$48,783$2,800,902▲ $2,752,119
Net Assets / Fund Balance
Unrestricted Net Assets$-1,239$121,292,937▲ $121,294,176
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$-1,239$121,292,937▲ $121,294,176
Total Liabilities and Net Assets / Fund Balance$47,544$124,093,839▲ $124,046,295

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$119,459,733--
Compensation and Service Providers
Top Officer Pay2nd percentile

Board Members and Trustees

NameTitle
Mark A WolfsonDirector, President
George D PhippsDirector, Vice President
B Howard PearsonDirector
Deborah L HarmonDirector
James M PatellDirector
Paul BrestDirector
Russell B HallDirector
Pamela PavkovDirector of Grants
Nick TandonAdministrative Officer
Adan Araujo Began 112116Compliance Officer
John H FantSecretary
Jack A MuhlbeierTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jasper Ridge Services LLCLegal/Accounting/Tax201 Main Street Suite 1000, Fort Worth, TX 76102$157,953
Revenue and Support

Revenue Composition

Contributions and Grants
$114,348,141
Program Service Revenue
$0
Investment Income
$171,147
Other Revenue
$0
All Other Contributions
$114,348,141
Change in Net Assets
$114,089,419

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$95,241,600Fair Market Value (FMV)
Total Noncash Contributions3$95,241,600-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,869
Grants and Similar Amounts Paid$165,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$0$176,443$0$176,443
Grants to Domestic Orgs$165,000--$165,000
Fees for Services Legal$34,845$9,804$0$44,649
Insurance$0$25,583$0$25,583
Office Expenses$2,898$0$0$2,898
Conferences and Meetings$0$2,521$0$2,521
Other Expenses$0$25$0$25
Total Functional Expenses$202,743$227,126$0$429,869
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Village Enterprise Fund IncSan Carlos, CA501(c)(3)General Support$55,000
Lucile Packard Fdn for Children's HealthPalo Alto, CA501(c)(3)General Support$20,000
D-Rev Design for the Other Ninety PercentSan Francisco, CA501(c)(3)General Support$10,000
Innovations for Poverty ActionNew Haven, CT501(c)(3)General Support$10,000
Women for Women InternationalWashington, DC501(c)(3)General Support$10,000
Creative Commons CorporationMountain View, CA501(c)(3)General Support$8,000
GiveDirectly IncNew York, NY501(c)(3)General Support$7,500
NAACP Legal Defense and Educ Fund IncNew York, NY501(c)(3)General Support$7,000

International Summary

Offices
0
Employees
0
Spending
$26,821,071

International Compliance

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestmentsN/a00$26,657,604
Europe (Including Iceland and Greenland)InvestmentsN/a00$163,467
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jasper Ridge Services LLC35% Controlled Entity of Interested PersonsAdministrative servicesNo$157,953
Jasper Ridge Partners LP35% Controlled Entity of Interested PersonsInvestment Advisory ServicesNo$103,932

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, line 12C

“Officers and board members are required annually to sign and return a conflict of interest form. Additionally, officers and board members have an ongoing duty to disclose conflicts. Upon disclosure of any potential conflict, the independent board members shall meet to discuss and vote on whether a conflict exists. The board then follows predetermined procedures to appropriately remediate, monitor, or eliminate any conflicts.”

Form 990, Part VI, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are made available upon reasonable request.”

Filing and Contact Details

Filer

Filer Name
Jasper Ridge Charitable Fund
EIN
47-2088631
In Care Of
% Jack A Muhlbeier
Phone
8173330016
Address
201 Main Street Suite 1000, Fort Worth, TX 76102-3109

Signing Officer

Name
Jack Muhlbeier
Title
Treasurer
Phone
8173330016
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark A Wolfson
Formed
2014
Legal Domicile
De
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
425 HOUSTON STREET, FORT WORTH, TX 76102
Preparer
Kenneth R Garner
Phone
8173351900
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“THE MISSION OF JASPER RIDGE CHARITABLE FUND (JRCF) IS TO EXPAND THE PHILANTHROPIC IMPACT OF DONORS BY SUPPORTING AND SIMPLIFYING CHARITABLE GIVING AND BY PROMOTING AWARENESS OF OPPORTUNITIES TO IMPROVE SOCIAL WELFARE THROUGH CHARITABLE GRANTS AND IMPACT INVESTMENTS. Form 990, Part III, Line 4A JRCF ACHIEVES ITS MISSION PRIMARILY THROUGH ADMINISTERING DONOR-ADVISED FUNDS (DAFS). JRCF ACCEPTS CONTRIBUTIONS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS, PARTNERSHIPS, TRUSTS, AND ESTATES, WHICH ARE USED TO FUND DAFS MAINTAINED BY THE ORGANIZATION. DONATED FUNDS WILL BE INVESTED IN A VARIETY OF PARTNERSHIPS DESIGNED TO ALLOW FOR THE LIQUIDITY NECESSARY TO SUPPORT REGULAR GRANTMAKING. ALTHOUGH ALL CONTRIBUTIONS ARE SUBJECT TO THE EXCLUSIVE LEGAL AUTHORITY AND CONTROL OF JRCF, DONOR ADVISORS MAY RECOMMEND CONTRIBUTIONS TO QUALIFIED RECIPIENTS. JRCF REVIEWS EACH GRANT RECOMMENDATION TO ENSURE ALL DISTRIBUTIONS ARE MADE EXCLUSIVELY FOR A CHARITABLE PURPOSE. DURING 2016, 3 ADDITIONAL DAFS WERE FORMED WITH CONTRIBUTIONS TOTALING $114 MILLION. Form 990, Part VI, LINE 2 THE FOLLOWING DIRECTORS AND/OR OFFICERS HAVE A BUSINESS RELATIONSHIP: MARK A. WOLFSON AND GEORGE D. PHIPPS, DIRECTORS AND OFFICERS OF THE CORPORATION; ADAN ARAUJO, JOHN H. FANT, JACK A. MUHLBEIER, NICK TANDON, AND PAMELA PAVKOV, OFFICERS OF THE CORPORATION; RUSSELL B. HALL, DEBORAH L. HARMON, AND B. Howard Pearson, directors of the corporation. Form 990, Part VI, Line 11B The Form 990 is prepared by an outside accounting firm based on information provided by JRCF. The Form 990 is then reviewed by the organization's treasurer. The Form 990 is then distributed to board members prior to filing with the IRS.”

Financial Statement Notes

Schedule D, Part X, Line 2

“The Fund is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. Accordingly, JRCF is not subject to federal income tax, except to the extent that it has unrelated business taxable income. There were no material unrelated business activities from inception through December 31, 2016. Topic 740, Income Taxes, of the Codification prescribes a recognition threshold and measurement requirements for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. In addition, Topic 740 provides guidance on recognition, classification, accounting in interim periods, and disclosure requirements for uncertain tax provisions. The Fund does not have any uncertain tax positions and therefore has recorded no liability or benefit for such positions as of December 31, 2016.”

Raw XML AppendixShowing 400 of 734 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/PersonNm2Deborah L Harmon
IRS990/Form990PartVIISectionAGrp/PersonNm3James M Patell
IRS990/Form990PartVIISectionAGrp/PersonNm4B Howard Pearson
IRS990/Form990PartVIISectionAGrp/PersonNm5Mark A Wolfson
IRS990/Form990PartVIISectionAGrp/PersonNm6George D Phipps
IRS990/Form990PartVIISectionAGrp/PersonNm7Jack A Muhlbeier
IRS990/Form990PartVIISectionAGrp/PersonNm8Pamela Pavkov
IRS990/Form990PartVIISectionAGrp/PersonNm9Nick Tandon
IRS990/Form990PartVIISectionAGrp/PersonNm10Adan Araujo Began 112116
IRS990/Form990PartVIISectionAGrp/PersonNm11John H Fant
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director, President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director, Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director of Grants
IRS990/Form990PartVIISectionAGrp/TitleTxt9Administrative Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Compliance Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
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IRS990/Form990TFiledInd0true
IRS990/FormationYr02014
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IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
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IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0169041
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0165000
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IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0165000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0165000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt095410641
IRS990/GrossReceiptsAmt0209760888
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
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IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt053369
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02106
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-51263
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0105819
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt095241600
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Expanding philanthropic impact of donors by supporting and simplifying charitable giving and by promoting awareness of opportunities to improve social welfare through charitable grants and impact investments.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0-1239
IRS990/NetAssetsOrFundBalancesEOYAmt0121292937
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0169041
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0169041
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-51263
IRS990/NetUnrlzdGainsLossesInvstAmt07204757
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt095241600
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt02898
IRS990/OfficeExpensesGrp/TotalAmt02898
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ESTIM. TAXES PAID
IRS990/OtherExpensesGrp/Desc1STATE FILING FEES
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IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012750
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
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IRS990/OtherExpensesGrp/TotalAmt125
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IRS990/OtherLiabilitiesGrp/EOYAmt00
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06817
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Mark A Wolfson
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0250000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt069000
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0182239
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,093,839
Liabilities
$2,800,902
Net assets
$121,292,937
Revenue
$114,519,288
Expenses
$429,869
Net income
$114,089,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.34$4.34$0.00$63.7$1,324$1,261
2021Detailed filing. Detailed filing data is available for this year.$1,429$0.56$1,428$214$45.8$168
2020Detailed filing. Detailed filing data is available for this year.$1,060$1.85$1,058$51.3$77.0$25.6
2019Detailed filing. Detailed filing data is available for this year.$922$1.44$921$23.6$26.5$2.83
2018Detailed filing. Detailed filing data is available for this year.$794$6.37$788$220$1.84$219
2017Detailed filing. Detailed filing data is available for this year.$685$69.7$615$444$5.23$438
2016Detailed filing. Detailed filing data is available for this year.$124$2.80$121$115$0.43$114
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.00$0.25$0.25$0.00