Civic Intelligence

The Scioto County Area Foundation

990 • Fiscal year 2021 • EIN 51-0157026

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

303 Chillicothe StreetPortsmouth, OH 45662

(740) 354-4612

Siviq Scores

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

Liabilities / Assets

36th percentile

0.13x

Higher debt load relative to assets than 36% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

1.14x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

11th percentile

$124,476

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

48th percentile

11%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-2.1%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Assets

Up

$54,852,608

Up $5,353,019 (+11%) from 2020

Net Assets

Up

$47,779,520

Up $4,224,886 (+9.7%) from 2020

Liabilities

Up

$7,073,088

Up $1,128,133 (+19%) from 2020

Revenue

Down

$6,211,314

Down $131,528 (-2.1%) from 2020

Expenses

Up

$1,986,428

Up $267,054 (+16%) from 2020

Net Income

Down

$4,224,886

Down $398,582 (-8.6%) from 2020

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $23,622,339Liabilities 2010: $2,567,927Net Assets 2010: $21,054,4122010Assets 2011: $23,250,500Liabilities 2011: $2,633,716Net Assets 2011: $20,616,7842011Assets 2012: $25,346,512Liabilities 2012: $3,812,561Net Assets 2012: $21,533,9512012Assets 2013: $32,950,788Liabilities 2013: $3,903,809Net Assets 2013: $29,046,9792013Assets 2014: $31,861,189Liabilities 2014: $3,952,890Net Assets 2014: $27,908,2992014Assets 2015: $30,944,868Liabilities 2015: $3,791,276Net Assets 2015: $27,153,5922015Assets 2016: $31,933,898Liabilities 2016: $3,746,063Net Assets 2016: $28,187,8352016Assets 2017: $37,974,255Liabilities 2017: $4,404,799Net Assets 2017: $33,569,4562017Assets 2018: $37,799,434Liabilities 2018: $4,246,559Net Assets 2018: $33,552,8752018Assets 2019: $43,899,169Liabilities 2019: $4,968,003Net Assets 2019: $38,931,1662019Assets 2020: $49,499,589Liabilities 2020: $5,944,955Net Assets 2020: $43,554,6342020Assets 2021: $54,852,608Liabilities 2021: $7,073,088Net Assets 2021: $47,779,5202021Assets 2022: $47,068,841Liabilities 2022: $6,306,381Net Assets 2022: $40,762,4602022Assets 2023: $58,416,070Liabilities 2023: $8,115,143Net Assets 2023: $50,300,9272023Assets 2024: $65,415,365Liabilities 2024: $9,489,796Net Assets 2024: $55,925,5692024

Highlighted filing

2021

Assets$54,852,608
Liabilities$7,073,088
Net Assets$47,779,520

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,214,2252010Expenses 2011: $1,386,9932011Expenses 2012: $1,789,9992012Revenue 2013: $7,530,727Expenses 2013: $1,559,443Net Income 2013: $5,971,2842013Revenue 2014: $2,234,741Expenses 2014: $3,599,316Net Income 2014: -$1,364,5752014Revenue 2015: $2,402,233Expenses 2015: $1,566,488Net Income 2015: $835,7452015Revenue 2016: $2,812,640Expenses 2016: $1,391,022Net Income 2016: $1,421,6182016Revenue 2017: $5,410,802Expenses 2017: $1,915,896Net Income 2017: $3,494,9062017Revenue 2018: $1,721,713Expenses 2018: $1,738,294Net Income 2018: -$16,5812018Revenue 2019: $7,173,383Expenses 2019: $1,795,092Net Income 2019: $5,378,2912019Revenue 2020: $6,342,842Expenses 2020: $1,719,374Net Income 2020: $4,623,4682020Revenue 2021: $6,211,314Expenses 2021: $1,986,428Net Income 2021: $4,224,8862021Revenue 2022: $3,148,736Expenses 2022: $1,943,676Net Income 2022: $1,205,0602022Revenue 2023: $8,159,831Expenses 2023: $1,919,903Net Income 2023: $6,239,9282023Revenue 2024: $5,749,810Expenses 2024: $2,294,157Net Income 2024: $3,455,6532024

Highlighted filing

2021

Revenue$6,211,314
Expenses$1,986,428
Net Income$4,224,886
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$6,211,314
Mission and Program Overview

Mission

The mission of the scioto foundation is to improve, enhance, and enrich the quality of life for all residents of southern ohio and northern kentucky through practicing wise and careful investment of assets, providing a continuous stream of income to benefit community need and the intent of our donors, promoting philanthropy to all persons in the region, demonstrating leadership through collaborative partnerships with community organizations and monitoring the outcomes of our grant making

The Foundation provides an avenue by which a donor can provide funds (as charity) to schools, churches, and other exempt organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$48,872,965$53,664,741▲ $4,791,776
Cash and Non-Interest-Bearing Accounts$479,980$741,278▲ $261,298
Land, Buildings, and Equipment, Net$43,315$51,063▲ $7,748
Total Assets$49,499,589$54,852,608▲ $5,353,019
Other Assets Total$103,329$395,526▲ $292,197
Liabilities
Escrow Account Liability$5,788,841$6,921,245▲ $1,132,404
Grants Payable$137,069$147,150▲ $10,081
Other Liabilities-$4,423-
Accounts Payable and Accrued Expenses$19,045$270▼ $18,775
Total Liabilities$5,944,955$7,073,088▲ $1,128,133
Net Assets / Fund Balance
Net Assets With Donor Restrictions$35,709,095$39,705,676▲ $3,996,581
Net Assets Without Donor Restrictions$7,845,539$8,073,844▲ $228,305
Total Net Assets Fund Balance$43,554,634$47,779,520▲ $4,224,886
Total Liabilities and Net Assets / Fund Balance$49,499,589$54,852,608▲ $5,353,019

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$36,609$58,277$0
Leasehold Improvements$14,454$166,759$0
Other Securities$53,664,741--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$43,522,774$763,720▲ $5,448,827$0$47,407,667
2020$38,929,271$513,160▲ $5,799,717$250,449$43,522,774
2019$33,552,875$1,207,219▲ $5,964,269$249,773$38,929,271
2018$33,569,456$2,189,827▼ $468,114$334,129$33,552,875
2017$27,994,372$2,658,222▲ $4,832,758$622,693$33,569,456
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim CutlipExecutive DirectorFT$120,952$3,524$124,476

Board Members and Trustees

NameTitle
Lee PowellBoard Chair
Jody HighBoard Member
Jonica BurkeBoard Member
Joshua HowardBoard Member
Debra EshamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$927,655
Program Service Revenue
$0
Investment Income
$4,693,497
Other Revenue
$590,162
All Other Contributions
$927,655
Change in Net Assets
$4,224,886

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,211,314
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$6,211,314
Total Revenue per Form 990
$6,211,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,568,549
Salaries, Compensation, and Employee Benefits$292,139
Other Expenses$125,740
Total Fundraising Expense$45,203
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,568,549--$1,568,549
Other Salaries and Wages$48,435$68,813$26,467$143,715
Current Officers, Directors, Trustees, and Key Employees$120,952$0$0$120,952
All Other Expenses$6,429$20,013$6,337$32,779
Other Employee Benefits$17,411$7,341$2,720$27,472
Fees for Services Other$2,504$18,242$0$20,746
Occupancy$0$20,168$0$20,168
Depreciation Depletion$0$17,431$0$17,431
Insurance$0$12,593$0$12,593
Fees for Services Accounting$0$9,628$0$9,628
Advertising$0$0$9,414$9,414
Travel$1,699$717$265$2,681
Fees for Services Legal$0$300$0$300
Total Functional Expenses$1,765,979$175,246$45,203$1,986,428

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,986,428
Total Expenses per Audited Statements$1,986,428
Total Expenses per Form 990$1,986,428
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Ohio MuseumPortsmouth, OH501(c) 3-$240,417
Shawnee State UniversityPortsmouth, OH501(c) 3-$185,747
Sierra's HavenPortsmouth, OH501(c) 3-$64,500
Main Street PortsmouthPortsmouth, OH501(c) 3-$62,150
Scioto County Children's MuseumPortsmouth, OH501(c) 3-$60,000
Ohio University and Branch CampusesAthens, OH501(c) 3-$51,306
Sciotoville Christian ChurchSciotoville, OH501(c) 3-$44,082
Ohio State UniversityColumbus, OH501(c) 3-$36,764
Community Mission OutreachChesapeake, OH501(c) 3-$30,000
Greater Cleveland Police Scholarship FundCleveland, OH501(c) 3-$30,000
Miami UniversityOxford, OH501(c) 3-$28,718
City of PortsmouthPortsmouth, OH501(c) 3-$28,000
Marshall UniversityHuntington, WV501(c) 3-$26,693
Portsmouth Area Arts CouncilPortsmouth, OH501(c) 3-$25,014
St Augustine ChurchCleveland, OH501(c) 3-$25,000
Steven A Hunter Hope Fund IncPortsmouth, OH501(c) 3-$24,746
Morehead State UniversityMorehead, KY501(c) 3-$24,077
Catholic Social ServicesPortsmouth, OH501(c) 3-$21,407
University of CincinnatiCincinnati, OH501(c) 3-$21,050
St Ann Catholic ChurchChesapeake, OH501(c) 3-$20,000
St Barbara's ChurchCleveland, OH501(c) 3-$20,000
Wounded Warrior ProjectTopeka, KS--$20,000
Otterbein UniversityWesterville, OH501(c) 3-$18,600
South Central Ohio Ed Serv CtrNew Boston, OH501(c) 3-$18,096
Portsmouth Little TheatrePortsmouth, OH501(c) 3-$16,481
Cornerstone United Methodist ChurchPortsmouth, OH501(c) 3-$15,104
Friends of Greenlawn Cemetery FoundationPortsmouth, OH501(c) 3-$15,000
Ohio Northern UniversityAda, OH501(c) 3-$14,364
Scioto Christian MinistryPortsmouth, OH501(c) 3-$12,754
University of Rio GrandeRio Grande, OH501(c) 3-$12,489
St Mary ChurchPortsmouth, OH501(c) 3-$11,960
Baldwin Wallace UniversityBerea, OH501(c) 3-$11,800
14th Street Community CenterPortsmouth, OH501(c) 3-$10,868
Portsmouth Wind SymphonyPortsmouth, OH501(c) 3-$10,642
Webster UniversitySt Louis, MO501(c) 3-$10,300
American Red Cross Tri-State ChapterCharleston, WV501(c) 3-$10,000
Hospice of Huntington IncHuntington, WV501(c) 3-$10,000
Notre Dame SchoolsPortsmouth, OH501(c) 3-$9,375
The Syrian ShrineCincinnati, OH501(c) 3-$8,481
Portsmouth City School DistrictPortsmouth, OH501(c) 3-$8,369
Ohio Alliance of YMCAsColumbus, OH501(c) 3-$8,000
Hill View Retirement CenterPortsmouth, OH501(c) 3-$7,956
Potters House MinistriesSciotoville, OH501(c) 3-$7,449
Watch Me Grow OhioPortsmouth, OH501(c) 3-$7,000
Community Partners of Shawnee Mental HealthPortsmouth, OH501(c) 3-$6,230
Adams County Community FoundationWest Union, OH501(c) 3-$6,213
Kentucky Christian UniversityGrayson, KY501(c) 3-$5,450
First Presbyterian ChurchPortsmouth, OH501(c) 3-$5,444
Northern Kentucky UniversityHighland Heights, KY501(c) 3-$5,156
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Other liabilities$4,423
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 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
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

A complete copy of the 990 is provided to all board members for their review.

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

Annual conflict of interest and disclosure statements are signed by each board member.

Form 990, Part VI, Section B, Line 15

Executive compensation for CEO is established by outside board members after reviewing compensation surveys as well as local market conditions. Executive compensation for staff is also established by outside board members after reviewing compensation surveys as well as local market conditions.

Form 990, Part VI, Section C, Line 19

Governing documents, financial statements, and 990s are all available to the public for inspection upon request.

Filing and Contact Details

Filer

Filer Name
The Scioto County Area Foundation
EIN
51-0157026
Phone
7403544612
Address
303 Chillicothe Street, Portsmouth, OH 45662

Signing Officer

Name
Kimberly Cutlip
Title
Executive Director
Phone
7403544612
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Cutlip
Formed
1974
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
8
Volunteers
5

Preparer

Firm
Caudill & Associates CPA PLLC
Address
3644 Gladman Way, Lexington, KY 40503
Preparer
Gregory Caudill
Phone
6065472543
Supplemental Narrative

Financial Statement Notes

Schedule D, Part IV, Line 2B

The Foundation maintains custody of approximately 36 agency endowment funds for the benefit of other not-for-profit organizations.

Schedule D, Part V, Line 4

By making grants to local not-for-profit organization and providing scholarships to benefit local students, the Foundation responds to the changing needs of the community and builds on local strengths in the areas of arts, civic affairs, education, health and social services.

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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01568549
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01568549
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03095575
IRS990/GrossReceiptsAmt06211314
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt012593
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt012593
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01597922
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01597922
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt048872965
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt053664741
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0225036
IRS990/LandBldgEquipBasisNetGrp/BOYAmt043315
IRS990/LandBldgEquipBasisNetGrp/EOYAmt051063
IRS990/LandBldgEquipCostOrOtherBssAmt0276099
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The mission of the Scioto Foundation is to improve, enhance, and enrich the quality of life for all residents of southern Ohio and northern Kentucky, through practicing wise and careful investment of assets, providing a continuous stream of income to benefit community needs and the intent of our donors, promoting philanthropy to all persons in the region, demonstrating leadership through collaborative partnerships with community organizations, and monitoring outcomes of our grant making.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt043554634
IRS990/NetAssetsOrFundBalancesEOYAmt047779520
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03095575
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03095575
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07845539
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08073844
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt020168
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt020168
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0103329
IRS990/OtherAssetsTotalGrp/EOYAmt0395526
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02720
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07341
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017411
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027472
IRS990/OtherLiabilitiesGrp/EOYAmt04423
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0Administrative Fee Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0590162
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0590162
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0590162
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt026467
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt068813
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt048435
IRS990/OtherSalariesAndWagesGrp/TotalAmt0143715
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Kimberly Cutlip
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships to colleges and universities. Scholarships are paid directly to the educational institution on behalf of students from the Scioto County area.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0587054
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0521423
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Local schools, churches and other organizations, which provide physical and emotional support to area residents.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0779181
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0692072
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0513160
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01260591
IRS990/PYInvestmentIncomeAmt05799717
IRS990/PYOtherExpensesAmt0167639
IRS990/PYOtherRevenueAmt029965
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04623468
IRS990/PYSalariesCompEmpBnftPaidAmt0291144
IRS990/PYTotalExpensesAmt01719374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06342842
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04224886
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Administrative fee income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0927655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0513160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01207219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02189827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02658222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07496083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01597922
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01475352
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03073274
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0590162
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt059
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0590221
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67172
IRS990ScheduleA/PublicSupportPY170Pct00.7634
IRS990ScheduleA/PublicSupportTotal170Amt07496083
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0927655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0513160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01207219
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02189827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02658222
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07496083
IRS990ScheduleA/TotalSupportAmt011159578
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/BoardDesignatedBalanceEOYPct00.17
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0643155
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt043522774
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0763720
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt047407667
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01684499
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05448827
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0208334
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt038929271
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0513160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt043522774
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01260591
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05799717
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0250449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0212176
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt033552875
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01207219
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt038929271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01333143
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05964269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0249773
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0184204
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt033569456
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02189827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt033552875
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01219961
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-468114
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0334129
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0173056
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt027994372
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02658222
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt033569456
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01120147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04832758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0622693
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt036609
IRS990ScheduleD/EquipmentGrp/DepreciationAmt058277
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt094886
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01986428
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.4$9.49$55.9$5.75$2.29$3.46
2023Summary only. Only limited summary data is available for this year.$58.4$8.12$50.3$8.16$1.92$6.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$6.31$40.8$3.15$1.94$1.21
2021Detailed filing. Detailed filing data is available for this year.$54.9$7.07$47.8$6.21$1.99$4.22
2020Summary only. Only limited summary data is available for this year.$49.5$5.94$43.6$6.34$1.72$4.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$4.97$38.9$7.17$1.80$5.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$4.25$33.6$1.72$1.74$0.02
2017Summary only. Only limited summary data is available for this year.$38.0$4.40$33.6$5.41$1.92$3.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.9$3.75$28.2$2.81$1.39$1.42
2015Detailed filing. Detailed filing data is available for this year.$30.9$3.79$27.2$2.40$1.57$0.84
2014Detailed filing. Detailed filing data is available for this year.$31.9$3.95$27.9$2.23$3.60$1.36
2013Detailed filing. Detailed filing data is available for this year.$33.0$3.90$29.0$7.53$1.56$5.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.3$3.81$21.5$1.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$2.63$20.6$1.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$2.57$21.1$1.21