Civic Intelligence

Greater White Bear Lake Community Foundation

990 • Fiscal year 2017 • EIN 47-3487091

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 15, 2018

Organization ProfileWWW.GREATERWBLFOUNDATION.ORG
4940 Hwy 61 NWhite Bear Lake, MN 55110

(651) 408-5412

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

38th percentile

0.05x

Higher debt load relative to revenue than 38% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

85%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$14,000

Higher top officer pay than 38% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

99th percentile

546%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

431%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,027,424

Up $868,390 (+546%) from 2016

Net Assets

Up

$975,012

Up $816,506 (+515%) from 2016

Liabilities

Up

$52,412

Up $51,884 (+9827%) from 2016

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin98th percentile

Revenue

Up

$983,122

Up $797,972 (+431%) from 2016

Expenses

Up

$142,781

Up $107,130 (+300%) from 2016

Net Income

Up

$840,341

Up $690,842 (+462%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $159,034Liabilities 2016: $528Net Assets 2016: $158,5062016Assets 2017: $1,027,424Liabilities 2017: $52,412Net Assets 2017: $975,0122017Assets 2018: $888,840Liabilities 2018: $45,922Net Assets 2018: $842,9182018Assets 2019: $3,415,261Liabilities 2019: $53,693Net Assets 2019: $3,361,5682019Assets 2020: $3,978,483Liabilities 2020: $111,464Net Assets 2020: $3,867,0192020Assets 2021: $4,420,146Liabilities 2021: $213,135Net Assets 2021: $4,207,0112021Assets 2022: $4,145,334Liabilities 2022: $185,403Net Assets 2022: $3,959,9312022Assets 2023: $4,581,755Liabilities 2023: $210,400Net Assets 2023: $4,371,3552023Assets 2024: $5,150,898Liabilities 2024: $240,818Net Assets 2024: $4,910,0802024Assets 2025: $26,355Liabilities 2025: $0Net Assets 2025: $26,3552025

Highlighted filing

2017

Assets$1,027,424
Liabilities$52,412
Net Assets$975,012
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$5.0M$0-$5.0MRevenue 2016: $185,150Expenses 2016: $35,651Net Income 2016: $149,4992016Revenue 2017: $983,122Expenses 2017: $142,781Net Income 2017: $840,3412017Revenue 2018: $86,936Expenses 2018: $208,645Net Income 2018: -$121,7092018Revenue 2019: $3,020,119Expenses 2019: $658,394Net Income 2019: $2,361,7252019Revenue 2020: $1,207,495Expenses 2020: $830,134Net Income 2020: $377,3612020Revenue 2021: $1,006,965Expenses 2021: $797,972Net Income 2021: $208,9932021Revenue 2022: $604,123Expenses 2022: $306,871Net Income 2022: $297,2522022Revenue 2023: $490,957Expenses 2023: $457,191Net Income 2023: $33,7662023Revenue 2024: $1,290,097Expenses 2024: $439,305Net Income 2024: $850,7922024Revenue 2025: $73,531Expenses 2025: $4,994,560Net Income 2025: -$4,921,0292025

Highlighted filing

2017

Revenue$983,122
Expenses$142,781
Net Income$840,341
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,409,506
Mission and Program Overview

Mission

The mission of the greater white bear lake community foundation is to inspire philanthropy and enrich the lives of people who live in the communities that share the shores of white bear lake.

To inspire philanthropy and to enrich the lives of people in the coummunities that share the shores of white bear lake - birchwood village, dellwood, mahtomedi, white bear lake and white bear township, now and in the future. We are here to help you imagine and create the legacy you desire.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,946$933,477▲ $902,531
Cash and Non-Interest-Bearing Accounts$75,774$79,579▲ $3,805
Investments Other Securities$33,464--
Land, Buildings, and Equipment, Net$0$10,600▲ $10,600
Prepaid Expenses and Deferred Charges-$2,768-
Pledges and Grants Receivable$18,500$1,000▼ $17,500
Total Assets$159,034$1,027,424▲ $868,390
Other Assets Total$350--
Liabilities
Escrow Account Liability$0$37,737▲ $37,737
Deferred Revenue-$11,725-
Accounts Payable and Accrued Expenses$528$2,950▲ $2,422
Total Liabilities$528$52,412▲ $51,884
Net Assets / Fund Balance
Unrestricted Net Assets$158,506$959,783▲ $801,277
Temporarily Rstr Net Assets-$15,229-
Total Net Assets Fund Balance$158,506$975,012▲ $816,506
Total Liabilities and Net Assets / Fund Balance$159,034$1,027,424▲ $868,390

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,600$2,120$12,720
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jackie Reis- Jmr ConsultingExecutive DirectorPT$14,000$14,000

Board Members and Trustees

NameTitle
Bill FoussardChair
Carol McfarlaneVice Chair
Carter JohnsonBoard Member
Craig DrakeBoard Member
Doug WolgamotBoard Member
Jesse BengtsonBoard Member
John RedpathBoard Member
Karen AlnesBoard Member
Kate HuebschBoard Member
Lisa Hiniker PocrnichBoard Member
Mark SatherBoard Member
Mike RuetherBoard Member
Robert SchneeweisBoard Member
Ryan SteenBoard Member
Eunice CoteSecretary
Brady RamsayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$977,468
Program Service Revenue
$0
Investment Income
$5,503
Other Revenue
$151
All Other Contributions
$977,468
Change in Net Assets
$840,341

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$374,572Avg High/low Price
Total Noncash Contributions6$374,572-

Audited Revenue Reconciliation

Revenue per Audited Statements
$983,122
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,595
Total Revenue per Audited Statements
$997,717
Total Revenue per Form 990
$983,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,950
Other Expenses$38,831
Total Fundraising Expense$1,149
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$103,950--$103,950
Fees for Services Management$9,450$3,850$700$14,000
Fees for Services Other$6,212$3,206-$9,418
Fees for Services Legal$3,720$264-$3,984
Depreciation Depletion$636$1,272$212$2,120
Conferences and Meetings$813$1,250-$2,063
Information Technology$1,718$180-$1,898
Office Expenses$305$612$102$1,019
Other Expenses$512$60$60$632
Insurance-$374-$374
Total Functional Expenses$128,537$13,095$1,149$142,781

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$155,706
Expenses per Audited Statements$142,781
Total Expenses per Form 990$142,781
Expenses Not Reported on Form 990$12,925
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Iowa State University FoundationAmes, IA501(c)(3)Program Support$50,000
Lakeshore Players IncWhite Bear Lake, MN501(c)(3)Program Support$11,000
White Bear Lake Area Historical SocietyWhite Bear Lake, MN501(c)(3)Program Support$7,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Carol mcfarlane and john redpath, family relationship”

Form 990, Part VI, Section A, Line 3

“The foundation contracts with jmr consulting for management duties.”

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

“A copy of the 990 is sent to all board members after review by the executive committee. The board then approves the 990 prior to filing.”

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

“Board and committee members are annually required to complete a conflict of interest form which is provided to the governance committee for any necessary monitoring.”

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

“The board of directors sets the compensation level for the executive director (jms consulting).”

Form 990, Part VI, Section C, Line 19

“Upon request of the public the executive director will make available a physical or electronic copy of the form 990 and supporting schedules.”

Filing and Contact Details

Filer

Filer Name
Greater White Bear Lake Community
EIN
47-3487091
Phone
6514085412
Address
4940 HWY 61 N, WHITE BEAR LAKE, MN 55110

Signing Officer

Name
Bill Foussard
Title
Chair
Phone
6514085412
Signed
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Foussard
Formed
2015
Legal Domicile
Mn
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
22

Preparer

Firm
Akins Henke and Company
Address
600 INWOOD AVENUE NORTH SUITE 160, OAKDALE, MN 55128
Preparer
Georgia Akins
Phone
6516363806
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The foundation holds funds as nonprofit endowments and as a fiscal sponsor. The foundation has agreements with all organizations for these funds.”

PART X, LINE 2:

“The foundation is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code. U.s. Gaap requires management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the foundation and has concluded that as of december 31, 2017 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 543 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/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03277
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0103950
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0103950
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0103950
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0429661
IRS990/GrossReceiptsAmt01409506
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0180
IRS990/InformationTechnologyGrp/ProgramServicesAmt01718
IRS990/InformationTechnologyGrp/TotalAmt01898
IRS990/InsuranceGrp/ManagementAndGeneralAmt0374
IRS990/InsuranceGrp/TotalAmt0374
IRS990/InvestmentIncomeGrp/ExclusionAmt02226
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02226
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt033464
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030946
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0933477
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010600
IRS990/LandBldgEquipCostOrOtherBssAmt012720
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0426384
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE GREATER WHITE BEAR LAKE COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPY AND ENRICH THE LIVES OF PEOPLE WHO LIVE IN THE COMMUNITIES THAT SHARE THE SHORES OF WHITE BEAR LAKE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0158506
IRS990/NetAssetsOrFundBalancesEOYAmt0975012
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03277
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03277
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01670
IRS990/NoncashContributionsAmt0374572
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0102
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0612
IRS990/OfficeExpensesGrp/ProgramServicesAmt0305
IRS990/OfficeExpensesGrp/TotalAmt01019
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0350
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt075
IRS990/OtherExpensesGrp/FundraisingAmt160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0672
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1850
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2505
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt360
IRS990/OtherExpensesGrp/ProgramServicesAmt01044
IRS990/OtherExpensesGrp/ProgramServicesAmt1177
IRS990/OtherExpensesGrp/ProgramServicesAmt2512
IRS990/OtherExpensesGrp/TotalAmt01791
IRS990/OtherExpensesGrp/TotalAmt1850
IRS990/OtherExpensesGrp/TotalAmt2682
IRS990/OtherExpensesGrp/TotalAmt3632
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0151
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0151
IRS990/OtherRevenueTotalAmt0151
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt018500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02768
IRS990/PrincipalOfficerNm0BILL FOUSSARD
IRS990/PriorPeriodAdjustmentsAmt0-25505
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0185150
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt017000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt018651
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0149499
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035651
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0185150
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0840341
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0141678
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt072301
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt09000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0222979
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0977468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0185150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01180339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02226
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02226
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02226
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02226
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0151
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0151
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0957360
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0141678
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt072301
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt09000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0222979
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0977468
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0185150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017721
IRS990ScheduleA/Total509Grp/TotalAmt01180339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0979845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0185150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017721
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01182716
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt012925
IRS990ScheduleD/DonatedServicesUseFcltsAmt012925
IRS990ScheduleD/DonorAdvisedFundsContriAmt0914572
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt068750
IRS990ScheduleD/DonorAdvisedFundsHeldCnt08
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0876848
IRS990ScheduleD/ExpensesNotReportedAmt012925
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0142781
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt00
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt05000
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt015229
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01670
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010600
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02120
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012720
IRS990ScheduleD/RevenueNotReportedAmt014595
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0983122
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HOLDS FUNDS AS NONPROFIT ENDOWMENTS AND AS A FISCAL SPONSOR. THE FOUNDATION HAS AGREEMENTS WITH ALL ORGANIZATIONS FOR THESE FUNDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010600
IRS990ScheduleD/TotalExpensesPerForm990Amt0142781
IRS990ScheduleD/TotalRevenuePerForm990Amt0983122
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0997717

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Filings

Displayed year

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

Open filing
Assets
$1,027,424
Liabilities
$52,412
Net assets
$975,012
Revenue
$983,122
Expenses
$142,781
Net income
$840,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.07$4.99$4.92
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.24$4.91$1.29$0.44$0.85
2023Detailed filing. Detailed filing data is available for this year.$4.58$0.21$4.37$0.49$0.46$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.19$3.96$0.60$0.31$0.30
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.21$4.21$1.01$0.80$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.11$3.87$1.21$0.83$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.05$3.36$3.02$0.66$2.36
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.05$0.84$0.09$0.21$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.98$0.98$0.14$0.84
2016Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$0.19$0.04$0.15