Civic Intelligence

Bullis-Purissima Elementary School Foundation

990 • Fiscal year 2020 • EIN 48-1298690

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.BCSFOUNDATION.COM
102 W Portola AvenueLos Altos, CA 94022

(650) 375-2196

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.01x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$150,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

82nd percentile

32%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$8,425,979

Up $2,045,476 (+32%) from 2019

Net Assets

Up

$8,394,161

Up $2,022,380 (+32%) from 2019

Liabilities

Up

$31,818

Up $23,096 (+265%) from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin87th percentile

Revenue

Up

$4,970,381

Up $568,042 (+13%) from 2019

Expenses

Down

$3,007,757

Down $2,353,239 (-44%) from 2019

Net Income

Up

$1,962,624

Up $2,921,281 (+305%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$15M$10M$5.0M$0Assets 2011: $7,445,340Liabilities 2011: $0Net Assets 2011: $7,445,3402011Assets 2012: $6,821,601Liabilities 2012: $0Net Assets 2012: $6,821,6012012Assets 2013: $5,573,366Liabilities 2013: $0Net Assets 2013: $5,573,3662013Assets 2014: $5,643,325Liabilities 2014: $18,993Net Assets 2014: $5,624,3322014Assets 2015: $5,841,423Liabilities 2015: $0Net Assets 2015: $5,841,4232015Assets 2016: $6,324,407Liabilities 2016: $12,606Net Assets 2016: $6,311,8012016Assets 2017: $7,066,796Liabilities 2017: $35,141Net Assets 2017: $7,031,6552017Assets 2018: $7,331,498Liabilities 2018: $82,263Net Assets 2018: $7,249,2352018Assets 2019: $6,380,503Liabilities 2019: $8,722Net Assets 2019: $6,371,7812019Assets 2020: $8,425,979Liabilities 2020: $31,818Net Assets 2020: $8,394,1612020Assets 2021: $8,941,537Liabilities 2021: $17,288Net Assets 2021: $8,924,2492021Assets 2022: $9,946,551Liabilities 2022: $2,865Net Assets 2022: $9,943,6862022Assets 2023: $10,654,709Liabilities 2023: $8,310Net Assets 2023: $10,646,3992023Assets 2024: $9,400,574Liabilities 2024: $4,737Net Assets 2024: $9,395,8372024

Highlighted filing

2020

Assets$8,425,979
Liabilities$31,818
Net Assets$8,394,161
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,649,620Expenses 2011: $1,991,208Net Income 2011: $658,4122011Expenses 2012: $3,562,5042012Revenue 2013: $3,424,519Expenses 2013: $4,543,535Net Income 2013: -$1,119,0162013Revenue 2014: $3,407,108Expenses 2014: $3,355,897Net Income 2014: $51,2112014Revenue 2015: $3,995,473Expenses 2015: $3,736,328Net Income 2015: $259,1452015Revenue 2016: $4,266,057Expenses 2016: $3,463,893Net Income 2016: $802,1642016Revenue 2017: $4,957,888Expenses 2017: $4,295,476Net Income 2017: $662,4122017Revenue 2018: $4,443,493Expenses 2018: $4,111,462Net Income 2018: $332,0312018Revenue 2019: $4,402,339Expenses 2019: $5,360,996Net Income 2019: -$958,6572019Revenue 2020: $4,970,381Expenses 2020: $3,007,757Net Income 2020: $1,962,6242020Revenue 2021: $5,741,271Expenses 2021: $4,861,610Net Income 2021: $879,6612021Revenue 2022: $4,816,077Expenses 2022: $3,378,507Net Income 2022: $1,437,5702022Revenue 2023: $4,223,625Expenses 2023: $4,235,357Net Income 2023: -$11,7322023Revenue 2024: $4,038,398Expenses 2024: $5,815,661Net Income 2024: -$1,777,2632024

Highlighted filing

2020

Revenue$4,970,381
Expenses$3,007,757
Net Income$1,962,624
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$8,331,463
Mission and Program Overview

Mission

The foundation's mission is toprovide financial support to public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,274,164$4,567,141▼ $707,023
Cash and Non-Interest-Bearing Accounts$757,705$3,502,216▲ $2,744,511
Other Notes and Loans Receivable, Net$320,765$328,323▲ $7,558
Savings and Temporary Cash Investments$27,869$28,299▲ $430
Investments in Publicly Traded Securities$0$0→ $0
Total Assets$6,380,503$8,425,979▲ $2,045,476
Liabilities
Other Liabilities$0$25,055▲ $25,055
Accounts Payable and Accrued Expenses$8,722$6,763▼ $1,959
Total Liabilities$8,722$31,818▲ $23,096
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,343,912$8,365,862▲ $2,021,950
Net Assets With Donor Restrictions$27,869$28,299▲ $430
Total Net Assets Fund Balance$6,371,781$8,394,161▲ $2,022,380
Total Liabilities and Net Assets / Fund Balance$6,380,503$8,425,979▲ $2,045,476

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,567,141--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$27,869-▲ $430-$28,299
2019$26,780-▲ $1,089-$27,869
2018$26,509-▲ $271-$26,780
2017$26,343-▲ $166-$26,509
2016$25,903-▲ $440-$26,343
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth GardnerExecutive DirectorFT$150,000$150,000

Board Members and Trustees

NameTitle
Dai YamadaAudit Committee Chair
Laura GrebeneBoard Development Committee Chair
Margarita GolodCo-chair
Rachelle MirkinCo-chair
Adam MitchellInvestment Committee Chair
Joanna PomykalaMarketing Committee Chair
Jan BaerStewardship Committee Chair
Louise TsoiTreasurer and Finance Committee Chair
Jackie DavisVice-chair
Anna GolbanBoard Member
Brenda YangBoard Member
Brian ChinBoard Member
Carty ChockBoard Member
Chandru VenkataramanBoard Member
David LamBoard Member
Gitte SkaakebaekBoard Member
Jennifer WhiteleyBoard Member
Michelle GraconBoard Member
Irene BanksSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$4,889,433
Program Service Revenue
$0
Investment Income
$82,113
Other Revenue
$-1,165
All Other Contributions
$4,719,558
Change in Net Assets
$1,962,624

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded90$559,715Fair Market Value
Total Noncash Contributions90$559,715-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,955,381
Revenue Not Reported on Financial Statements
$15,000
Revenue Not Reported on Form 990
$59,756
Total Revenue per Audited Statements
$5,015,137
Total Revenue per Form 990
$4,970,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,710,795
Total Fundraising Expense$191,779
Salaries, Compensation, and Employee Benefits$177,652
Other Expenses$119,310
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,710,795--$2,710,795
Current Officers, Directors, Trustees, and Key Employees$15,404$26,769$107,827$150,000
Other Expenses-$14$25,402$25,402
Fees for Services Accounting-$21,124-$21,124
Fees for Service Investment Mgmnt Fees-$15,000-$15,000
Other Salaries and Wages-$14,779-$14,779
Payroll Taxes$1,109$3,392$7,763$12,264
Information Technology-$2,267$2,869$5,136
Insurance-$4,281-$4,281
Advertising--$3,392$3,392
Other Employee Benefits-$609-$609
Office Expenses-$435$166$601
Total Functional Expenses$2,727,308$88,670$191,779$3,007,757

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,007,757
Expenses per Audited Statements$2,992,757
Total Expenses per Audited Statements$2,992,757
Expenses Not Reported on Financial Statements$15,000
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bullis Charter SchoolLos Altos, CA501(c)(3)To Provide Financial Support to Public Education$2,710,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,165
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$169,875-$1,165-
Total Events$169,875-$1,165$-1,165
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable$25,055
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
No
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 form 990 is reviewed by the treasurer, co-chairs and finance committee.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request. The foundation's articles and bylaws are available on the registry of charitable trusts website.”

Filing and Contact Details

Filer

Filer Name
Bullis-purissima Elementary School
EIN
48-1298690
Phone
6503752196
Address
102 W PORTOLA AVENUE, LOS ALTOS, CA 94022

Signing Officer

Name
Louise Tsoi
Title
Treasurer
Phone
6503752196
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louise Tsoi
Formed
2003
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
2
Volunteers
19

Preparer

Firm
Frank Rimerman & Co Llp
Address
1 EMBARCADERO CENTER STE 2410, SAN FRANCISCO, CA 94111
Preparer
Joseph M Albero
Phone
4154391144
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“NO CHANGES”

Financial Statement Notes

PART X, LINE 2:

“The foundation applies the provisions set forth in fasb accounting standards codification topic 740, income taxes, to account for the uncertainty in income taxes. The foundation has assessed all income tax positions taken where the statute of limitation remains open. The foundation believes that its tax filing positions will be sustained upon tax examination; therefore, no liability for unrecognized income tax benefits has been recorded at december 31, 2020. The foundation does not anticipate any significant increases or decreases to unrecognized income tax benefits during the next twelve months.”

Part V, Line 4

“To provide financial support to public education”

Part X, Line 1

“The foundation received a paycheck protection program (ppp) loan for from the small business administration.”

Raw XML AppendixShowing 400 of 559 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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER AND FINANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5INVESTMENT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11STEWARDSHIP COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12MARKETING COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD DEVELOPMENT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15AUDIT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02003
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0169875
IRS990/FundraisingDirectExpensesAmt01165
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt02569
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt02710000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02710795
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02710795
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03362486
IRS990/GrossReceiptsAmt08331463
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02869
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02267
IRS990/InformationTechnologyGrp/TotalAmt05136
IRS990/InsuranceGrp/ManagementAndGeneralAmt04281
IRS990/InsuranceGrp/TotalAmt04281
IRS990/InvestmentIncomeGrp/ExclusionAmt079544
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079544
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05274164
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04567141
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03359917
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO PUBLIC EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06371781
IRS990/NetAssetsOrFundBalancesEOYAmt08394161
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02569
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02569
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1165
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1165
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt059756
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06343912
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08365862
IRS990/NoncashContributionsAmt0559715
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0166
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0435
IRS990/OfficeExpensesGrp/TotalAmt0601
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0609
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0609
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/FundraisingAmt044360
IRS990/OtherExpensesGrp/FundraisingAmt125402
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014
IRS990/OtherExpensesGrp/TotalAmt044374
IRS990/OtherExpensesGrp/TotalAmt125402
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt025055
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014779
IRS990/OtherSalariesAndWagesGrp/TotalAmt014779
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0320765
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0328323
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07763
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03392
IRS990/PayrollTaxesGrp/ProgramServicesAmt01109
IRS990/PayrollTaxesGrp/TotalAmt012264
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LOUISE TSOI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ADDITIONAL SUPPORT PROVIDED TO PAY EXPENSES OF BULLIS CHARTER SCHOOL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0795
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0795
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PERSONNEL EXPENSES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt016513
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04119867
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05046845
IRS990/PYInvestmentIncomeAmt0155981
IRS990/PYOtherExpensesAmt0127513
IRS990/PYOtherRevenueAmt0126491
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-958657
IRS990/PYSalariesCompEmpBnftPaidAmt0186638
IRS990/PYTotalExpensesAmt05360996
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04402339
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt01962624
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027869
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04719558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04008217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03873728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04402133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03726928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020730564
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt079544
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0146429
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0161635
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0130780
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0102530
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0620918
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97090
IRS990ScheduleA/PublicSupportPY170Pct00.96750
IRS990ScheduleA/PublicSupportTotal170Amt020730564
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04719558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04008217
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03873728
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04402133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03726928
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020730564
IRS990ScheduleA/TotalSupportAmt021351482
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt027869
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt028299
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0430
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt026780
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt027869
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01089
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026509
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt026780
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0271
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt026343
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt026509
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0166
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt025903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt026343
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0440

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,425,979
Liabilities
$31,818
Net assets
$8,394,161
Revenue
$4,970,381
Expenses
$3,007,757
Net income
$1,962,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$4.04$5.82$1.78
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.6$4.22$4.24$0.01
2022Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.94$4.82$3.38$1.44
2021Detailed filing. Detailed filing data is available for this year.$8.94$0.02$8.92$5.74$4.86$0.88
2020Detailed filing. Detailed filing data is available for this year.$8.43$0.03$8.39$4.97$3.01$1.96
2019Detailed filing. Detailed filing data is available for this year.$6.38$0.01$6.37$4.40$5.36$0.96
2018Detailed filing. Detailed filing data is available for this year.$7.33$0.08$7.25$4.44$4.11$0.33
2017Summary only. Only limited summary data is available for this year.$7.07$0.04$7.03$4.96$4.30$0.66
2016Summary only. Only limited summary data is available for this year.$6.32$0.01$6.31$4.27$3.46$0.80
2015Summary only. Only limited summary data is available for this year.$5.84$0.00$5.84$4.00$3.74$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.64$0.02$5.62$3.41$3.36$0.05
2013Summary only. Only limited summary data is available for this year.$5.57$0.00$5.57$3.42$4.54$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.00$6.82$3.56
2011Summary only. Only limited summary data is available for this year.$7.45$0.00$7.45$2.65$1.99$0.66