Civic Intelligence

Marshfield Area Community Foundation Inc.

990 • Fiscal year 2018 • EIN 47-3441083

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.MARSHFIELDAREACOMMUNITYFOUNDATION.ORG
PO Box 456Marshfield, WI 54449

(715) 384-9029

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.04x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

16th percentile

$68,423

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

60th percentile

4.6%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-12%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$16,020,550

Up $711,843 (+4.6%) from 2017

Net Assets

Up

$15,823,447

Up $774,208 (+5.1%) from 2017

Liabilities

Down

$197,103

Down $62,365 (-24%) from 2017

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Down

$4,737,300

Down $627,104 (-12%) from 2017

Expenses

Up

$2,946,806

Up $1,920,434 (+187%) from 2017

Net Income

Down

$1,790,494

Down $2,547,538 (-59%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $10,268,423Liabilities 2016: $240,406Net Assets 2016: $10,028,0172016Assets 2017: $15,308,707Liabilities 2017: $259,468Net Assets 2017: $15,049,2392017Assets 2018: $16,020,550Liabilities 2018: $197,103Net Assets 2018: $15,823,4472018Assets 2019: $14,667,141Liabilities 2019: $225,503Net Assets 2019: $14,441,6382019Assets 2020: $14,602,940Liabilities 2020: $347,366Net Assets 2020: $14,255,5742020Assets 2021: $16,552,602Liabilities 2021: $466,348Net Assets 2021: $16,086,2542021Assets 2022: $13,640,166Liabilities 2022: $357,891Net Assets 2022: $13,282,2752022Assets 2023: $15,813,441Liabilities 2023: $412,369Net Assets 2023: $15,401,0722023Assets 2024: $19,195,889Liabilities 2024: $431,056Net Assets 2024: $18,764,8332024

Highlighted filing

2018

Assets$16,020,550
Liabilities$197,103
Net Assets$15,823,447
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2016: $15,641,330Expenses 2016: $5,778,439Net Income 2016: $9,862,8912016Revenue 2017: $5,364,404Expenses 2017: $1,026,372Net Income 2017: $4,338,0322017Revenue 2018: $4,737,300Expenses 2018: $2,946,806Net Income 2018: $1,790,4942018Revenue 2019: $2,076,086Expenses 2019: $4,377,314Net Income 2019: -$2,301,2282019Revenue 2020: $3,806,780Expenses 2020: $5,061,750Net Income 2020: -$1,254,9702020Revenue 2021: $4,290,484Expenses 2021: $2,886,023Net Income 2021: $1,404,4612021Revenue 2022: $1,573,479Expenses 2022: $1,972,737Net Income 2022: -$399,2582022Revenue 2023: $2,728,752Expenses 2023: $2,035,917Net Income 2023: $692,8352023Revenue 2024: $4,555,229Expenses 2024: $1,784,334Net Income 2024: $2,770,8952024

Highlighted filing

2018

Revenue$4,737,300
Expenses$2,946,806
Net Income$1,790,494
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$12,841,995
Mission and Program Overview

Mission

The purpose of the marshfield area community foundation is to receive and accept property exclusively for educational, recreational, artistic/ cultural, conservation, community development, charitable or benevolent purposes for the benefit and improvement of residents of the city of marshfield, its surrounding area and vicinity as designated from time to time by the marshfield area community foundation board of directors, and other areas included in gifts or bequests accepted by the foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,694,397$11,930,188▲ $235,791
Pledges and Grants Receivable$3,596,415$4,043,029▲ $446,614
Land, Buildings, and Equipment, Net$5,394$40,118▲ $34,724
Prepaid Expenses and Deferred Charges$3,413$3,890▲ $477
Cash and Non-Interest-Bearing Accounts$9,088$3,325▼ $5,763
Total Assets$15,308,707$16,020,550▲ $711,843
Liabilities
Escrow Account Liability$257,749$196,251▼ $61,498
Accounts Payable and Accrued Expenses$1,719$852▼ $867
Total Liabilities$259,468$197,103▼ $62,365
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,152,010$8,544,596▲ $392,586
Permanently Rstr Net Assets$5,717,194$5,908,195▲ $191,001
Unrestricted Net Assets$1,180,035$1,370,656▲ $190,621
Total Net Assets Fund Balance$15,049,239$15,823,447▲ $774,208
Total Liabilities and Net Assets / Fund Balance$15,308,707$16,020,550▲ $711,843

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$40,118$18,531-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$13,778,119$3,698,614▼ $315,885-$14,452,794
2017$9,166,012$4,529,406▲ $1,096,488-$13,778,119
2016-$14,524,618▲ $359,236-$9,166,012
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amber Kiggens-leifheitExecutive DirectorFT$68,423$68,423

Board Members and Trustees

NameTitle
Ben BauerChair
Scott LarsonPresident
James BarteltVice Chair
Brian ParkerDirector
Diane VealeDirector
Don ZaisDirector
Graham OlsonDirector
Justin CaspersonDirector
Laura BelongiaDirector
Laurie Brubaker DavisDirector
Lori GroppDirector
Michelle BoernkeDirector
Ryan ChristensenDirector
Terry FranklandDirector
Martin ReinhartSecretary
Ron WilczekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,008,910
Program Service Revenue
$0
Investment Income
$740,250
Other Revenue
$-11,860
All Other Contributions
$3,997,520
Change in Net Assets
$1,790,494

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,737,300
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-998,165
Total Revenue per Audited Statements
$3,739,135
Total Revenue per Form 990
$4,737,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,703,460
Other Expenses$144,418
Salaries, Compensation, and Employee Benefits$98,928
Total Fundraising Expense$2,723
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,610,402--$2,610,402
Grants to Domestic Individuals$93,058--$93,058
Current Officers, Directors, Trustees, and Key Employees-$68,423-$68,423
Fees for Service Investment Mgmnt Fees-$60,072-$60,072
Fees for Services Accounting-$27,395-$27,395
Other Salaries and Wages-$20,918-$20,918
Occupancy-$11,140-$11,140
Information Technology-$10,924-$10,924
Fees for Services Legal-$10,052-$10,052
Payroll Taxes-$7,058-$7,058
Office Expenses-$5,826-$5,826
Depreciation Depletion-$2,683-$2,683
Conferences and Meetings-$2,558-$2,558
Pension Plan Contributions-$2,529-$2,529
Insurance-$2,448-$2,448
Other Expenses-$-3,047$2,723$-3,047
Total Functional Expenses$2,703,460$240,623$2,723$2,946,806

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,964,927
Expenses per Audited Statements$2,946,806
Total Expenses per Form 990$2,946,806
Expenses Not Reported on Form 990$18,121
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of MarshfieldMarshfield, WISchoolCommunity Grants$1,149,230
City of MarshfieldMarshfield, WICityCommunity Grants$1,094,949
Marshfield Clinic Health System YmcaMarshfield, WI501(c)(3)Community Grants$78,307
Marshfield Area United WayMarshfield, WI501(c)(3)Community Grants$35,811
American Legion Post 54Marshfield, WI501(c)(3)Community Grants$25,000
Marshfield Area Respite Care CenterMarshfield, WI501(c)(3)Community Grants$25,000
Columbus Catholic SchoolMarshfield, WISchoolGeneral Operations$22,547
Our Lady of Peace ParishMarshfield, WI501(c)(3)Community Grants$20,830
Marshfield Clinic Health System FoundationMarshfield, WI501(c)(3)Community Grants$14,500
Personal Development CenterMarshfield, WI501(c)(3)Community Grants$12,091
Marshfield Area Habitat for HumanityMarshfield, WI501(c)(3)Houses$10,380
Mainstreet MarshfieldMarshfield, WI501(c)(3)Community Grants$9,466
St John the Baptist Catholic ParishMarshfield, WI501(c)(3)Community Grants$7,738
Opportunity Development CenterWisconsin Rapids, WI501(c)(3)Community Grants$6,861
Wesley United Methodist ChurchMarshfield, WI501(c)(3)Community Grants$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,860
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“The executive director reviews form 990 prior to filing.”

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

“Conflicts are reviewed at every meeting as grant requests are considered.”

Form 990, Part VI, Section B, Line 15

“Board of directors queries united way annually to monitor compensation paid at grantee agencies to determine if the community foundation is comparable to other not-for-profits in the area.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
The Marshfield Area
EIN
47-3441083
Phone
7153849029
Address
PO BOX 456, MARSHFIELD, WI 54449

Signing Officer

Name
Stacey Schultz
Title
Executive Director
Phone
7153849029
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Schultz
Formed
2016
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
50

Preparer

Firm
Wipfli Llp
Address
503 S CHERRY AVENUE PO BOX 960, MARSHFIELD, WI 54449
Preparer
Keith a Kulas CPA
Phone
7153873710
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The marshfield area community foundation holds accounts over which they have signature authority, in which the funds are held for the benefit of other not-for-profit organizations.”

PART X, LINE 2:

“The foundation has evaluated its income tax positions and determined it has no uncertain positions as of december 31, 2018. Accordingly, no assets or liabilities for uncertain tax positions or unrecognized tax benefits have been recorded.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses offsetting investment income on financials -59,135.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses offsetting investment income on financials -59,135.”

Raw XML AppendixShowing 400 of 652 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 CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt011390
IRS990/FundraisingDirectExpensesAmt011860
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0534018
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt02703460
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt093058
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt093058
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02610402
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02610402
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08626853
IRS990/GrossReceiptsAmt012841995
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010924
IRS990/InformationTechnologyGrp/TotalAmt010924
IRS990/InsuranceGrp/ManagementAndGeneralAmt02448
IRS990/InsuranceGrp/TotalAmt02448
IRS990/InvestmentIncomeGrp/ExclusionAmt0206232
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0206232
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011694397
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011930188
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018531
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05394
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040118
IRS990/LandBldgEquipCostOrOtherBssAmt058649
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08092835
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE MARSHFIELD AREA COMMUNITY FOUNDATION IS TO RECEIVE AND ACCEPT PROPERTY EXCLUSIVELY FOR EDUCATIONAL, RECREATIONAL, ARTISTIC/ CULTURAL, CONSERVATION, COMMUNITY DEVELOPMENT, CHARITABLE OR BENEVOLENT PURPOSES FOR THE BENEFIT AND IMPROVEMENT OF RESIDENTS OF THE CITY OF MARSHFIELD, ITS SURROUNDING AREA AND VICINITY AS DESIGNATED FROM TIME TO TIME BY THE MARSHFIELD AREA COMMUNITY FOUNDATION BOARD OF DIRECTORS, AND OTHER AREAS INCLUDED IN GIFTS OR BEQUESTS ACCEPTED BY THE FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015049239
IRS990/NetAssetsOrFundBalancesEOYAmt015823447
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0534018
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0534018
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-11860
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-11860
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1046336
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011140
IRS990/OccupancyGrp/TotalAmt011140
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05826
IRS990/OfficeExpensesGrp/TotalAmt05826
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2FUND DRIVE
IRS990/OtherExpensesGrp/Desc3LESS: ADMIN FEES FOR AG
IRS990/OtherExpensesGrp/FundraisingAmt02723
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07801
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13843
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2-3047
IRS990/OtherExpensesGrp/TotalAmt07801
IRS990/OtherExpensesGrp/TotalAmt13843
IRS990/OtherExpensesGrp/TotalAmt22723
IRS990/OtherExpensesGrp/TotalAmt3-3047
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020918
IRS990/OtherSalariesAndWagesGrp/TotalAmt020918
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07058
IRS990/PayrollTaxesGrp/TotalAmt07058
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02529
IRS990/PensionPlanContributionsGrp/TotalAmt02529
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05717194
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05908195
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03596415
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04043029
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03413
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03890
IRS990/PrincipalOfficerNm0STACEY SCHULTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04813393
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0818732
IRS990/PYInvestmentIncomeAmt0551011
IRS990/PYOtherExpensesAmt0118955
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04338032
IRS990/PYSalariesCompEmpBnftPaidAmt088685
IRS990/PYTotalExpensesAmt01026372
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05364404
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01790494
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03997520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04813393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015752559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024563472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0206232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0523508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0265305
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0995045
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt021831595
IRS990ScheduleA/SubstantialContributorsTotAmt02731877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03997520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04813393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015752559
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024563472
IRS990ScheduleA/TotalSupportAmt025558517
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt079916
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013778119
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03698614
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014452794
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02628138
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-315885
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0281531
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09166012
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04529406
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013778119
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0732256
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01096488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0118082
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt014524618
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09166012
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt05599760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0359236
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0107306
IRS990ScheduleD/DonatedServicesUseFcltsAmt077256
IRS990ScheduleD/DonorAdvisedFundsContriAmt0356017
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0119974
IRS990ScheduleD/DonorAdvisedFundsHeldCnt038
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01093685
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt018121
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02946806
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1046336
IRS990ScheduleD/OtherExpensesIncludedAmt0-59135
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt040118
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018531

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,020,550
Liabilities
$197,103
Net assets
$15,823,447
Revenue
$4,737,300
Expenses
$2,946,806
Net income
$1,790,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.2$0.43$18.8$4.56$1.78$2.77
2023Detailed filing. Detailed filing data is available for this year.$15.8$0.41$15.4$2.73$2.04$0.69
2022Detailed filing. Detailed filing data is available for this year.$13.6$0.36$13.3$1.57$1.97$0.40
2021Detailed filing. Detailed filing data is available for this year.$16.6$0.47$16.1$4.29$2.89$1.40
2020Detailed filing. Detailed filing data is available for this year.$14.6$0.35$14.3$3.81$5.06$1.25
2019Detailed filing. Detailed filing data is available for this year.$14.7$0.23$14.4$2.08$4.38$2.30
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.20$15.8$4.74$2.95$1.79
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.26$15.0$5.36$1.03$4.34
2016Summary only. Only limited summary data is available for this year.$10.3$0.24$10.0$15.6$5.78$9.86