Civic Intelligence

The Greater Jefferson County Foundation

990 • Fiscal year 2020 • EIN 51-0172078

Apr 01, 2019 to Mar 31, 2020 • Filed on Aug 28, 2020

Organization ProfileGREATERJEFFERSONCOUNTYFOUNDATION.ORG
PO Box 1325Fairfield, IA 52556-1325

(641) 472-0758

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-4.6%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$4,584,886

Down $222,268 (-4.6%) from 2019

Net Assets

Down

$4,584,685

Down $222,360 (-4.6%) from 2019

Liabilities

Up

$201

Up $92 (+84%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin83rd percentile

Revenue

Up

$1,082,401

Up $104,696 (+11%) from 2019

Expenses

Down

$716,383

Down $28,130 (-3.8%) from 2019

Net Income

Up

$366,018

Up $132,826 (+57%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,095,803Liabilities 2011: $181,175Net Assets 2011: $1,914,6282011Assets 2012: $2,148,928Liabilities 2012: $0Net Assets 2012: $2,148,9282012Assets 2013: $2,521,792Liabilities 2013: $0Net Assets 2013: $2,521,7922013Assets 2014: $3,163,235Liabilities 2014: $0Net Assets 2014: $3,163,2352014Assets 2015: $4,176,980Liabilities 2015: $0Net Assets 2015: $4,176,9802015Assets 2016: $3,477,145Liabilities 2016: $0Net Assets 2016: $3,477,1452016Assets 2017: $4,487,079Liabilities 2017: $0Net Assets 2017: $4,487,0792017Assets 2018: $4,682,033Liabilities 2018: $0Net Assets 2018: $4,682,0332018Assets 2019: $4,807,154Liabilities 2019: $109Net Assets 2019: $4,807,0452019Assets 2020: $4,584,886Liabilities 2020: $201Net Assets 2020: $4,584,6852020Assets 2021: $7,400,106Liabilities 2021: $189Net Assets 2021: $7,399,9172021Assets 2022: $7,805,395Liabilities 2022: $307Net Assets 2022: $7,805,0882022Assets 2023: $6,858,863Liabilities 2023: $320Net Assets 2023: $6,858,5432023Assets 2024: $7,430,751Liabilities 2024: $303Net Assets 2024: $7,430,4482024Assets 2025: $7,349,485Liabilities 2025: $19,596Net Assets 2025: $7,329,8892025

Highlighted filing

2020

Assets$4,584,886
Liabilities$201
Net Assets$4,584,685
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $363,5872011Expenses 2012: $262,6622012Revenue 2013: $444,948Expenses 2013: $208,849Net Income 2013: $236,0992013Revenue 2014: $917,957Expenses 2014: $308,361Net Income 2014: $609,5962014Revenue 2015: $2,190,806Expenses 2015: $1,172,535Net Income 2015: $1,018,2712015Revenue 2016: $1,648,439Expenses 2016: $2,037,388Net Income 2016: -$388,9492016Revenue 2017: $2,139,272Expenses 2017: $1,370,801Net Income 2017: $768,4712017Revenue 2018: $1,001,486Expenses 2018: $917,260Net Income 2018: $84,2262018Revenue 2019: $977,705Expenses 2019: $744,513Net Income 2019: $233,1922019Revenue 2020: $1,082,401Expenses 2020: $716,383Net Income 2020: $366,0182020Revenue 2021: $1,941,081Expenses 2021: $604,279Net Income 2021: $1,336,8022021Revenue 2022: $1,435,385Expenses 2022: $525,715Net Income 2022: $909,6702022Revenue 2023: $373,225Expenses 2023: $529,463Net Income 2023: -$156,2382023Revenue 2024: $925,403Expenses 2024: $1,200,429Net Income 2024: -$275,0262024Revenue 2025: $702,846Expenses 2025: $712,465Net Income 2025: -$9,6192025

Highlighted filing

2020

Revenue$1,082,401
Expenses$716,383
Net Income$366,018
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Aug 28, 2020
Return Version
2019v5.0
Gross Receipts
$1,425,920
Mission and Program Overview

Mission

The greater jefferson county foundation receives, accepts and distributes funds for educational, cultural, civic and charitable purposes for the benefit of the greater community of jefferson county, iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,807,045$4,584,685▼ $222,360
Investments in Publicly Traded Securities$4,552,867$4,079,945▼ $472,922
Savings and Temporary Cash Investments$91,422$272,023▲ $180,601
Other Notes and Loans Receivable, Net$100,723$105,468▲ $4,745
Cash and Non-Interest-Bearing Accounts$1,918$67,450▲ $65,532
Land, Buildings, and Equipment, Net$60,224$60,000▼ $224
Total Assets$4,807,154$4,584,886▼ $222,268
Liabilities
Accounts Payable and Accrued Expenses$109$201▲ $92
Total Liabilities$109$201▲ $92
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,807,045$4,584,685▼ $222,360
Total Liabilities and Net Assets / Fund Balance$4,807,154$4,584,886▼ $222,268

Asset Categories

AssetBook ValueDepreciationBasis
Land$60,000-$60,000
Equipment-$1,280$1,280

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$590,691$243,306▼ $52,267-$623,484
2018$579,194$154,193▲ $10,043-$590,691
2017$533,255$149,246▲ $38,037-$579,194
2016$385,232$247,918▲ $29,495-$533,255
2015$379,054$126,376▲ $637-$385,232
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Kara WaughPresident
Angie AtwoodDirector
Ashley ManningDirector
Frank RedekerDirector
Jessica JonesDirector
Joan FultonDirector
Justin EngwallDirector
Lori SteverDirector
Lucas HellingDirector
Nelson AndersonDirector
Ron HainesDirector
Sim BuckleySecretary
Arvin BogaardsTreasurer
Tammy DunbarVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$675,637
Program Service Revenue
$0
Investment Income
$403,285
Other Revenue
$3,479
All Other Contributions
$509,778
Change in Net Assets
$366,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$660,228
Other Expenses$48,912
Salaries, Compensation, and Employee Benefits$7,243
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$542,342--$542,342
Grants to Domestic Individuals$117,886--$117,886
Fees for Service Investment Mgmnt Fees-$26,851-$26,851
Fees for Services Accounting-$11,391-$11,391
Other Salaries and Wages-$6,728-$6,728
Insurance-$3,082-$3,082
Advertising-$825-$825
Other Expenses-$823-$823
All Other Expenses-$788-$788
Payroll Taxes-$515-$515
Depreciation Depletion-$224-$224
Total Functional Expenses$660,228$56,155$0$716,383
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of FairfieldFairfield, IAGovCommunity Pool/park$233,225
Libertyville ChildcareLibertyville, IA501c3New Roof$55,412
Fairfield Community Concert AssocFairfield, IA501c3Operational Expenses$44,257
Carnegie Historical Museum FndnFairfield, IA501c3Repairs & Supplies$26,863
Fairfield Community School DistrictFairfield, IAGovLeader Training$20,000
Locust Grove TownshipBatavia, IAGovRepairs at Cemetary$16,000
Jefferson County Health CenterFairfield, IAGovEquipment$15,987
Carry on BagsFairfield, IA501c3Food for Children$13,434
Maasdam Barn Preservation CommitteeFairfield, IA501c3Livestock Paddock$10,558
Fairfield Parks & Recreation FoundaFairfield, IA501c3Playground Equipment$9,000
Fairfield Fire DepartmentFairfield, IAGovEquipment$8,000
Food Bank of Southern IowaOttumwa, IA501c3Refrigerated Trucks$7,500
Friends of the Fairfield Arts andFairfield, IA501c3Ada Accessible Doors$7,500
Fairfield ProductionsFairfield, IA501c3Operational Expenses$6,500
Arc of Jefferson CoFairfield, IA501c3Operational Expenses$6,064
CRISIS CENTER AND WOMEN'S SHELTEROttumwa, IA501c3Operational Expenses$5,940
Batavia Volunteer Fire DepartmentBatavia, IA501c3Equipment$5,200
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 was provided to the governing body before it was filed and the finance committee reviewed the return prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization holds an annual meeting with the board of directors. At this meeting, the board reviews requirements of different policies to enforce compliance. The conflict of interest policy is one that is reviewed.”

Form 990, Page 6, Part VI, Line 19

“The organization places notices of meetings in the local newspaper and publishes an annual report that is available to the public in order to disclose their financial statements and governing documents.”

Filing and Contact Details

Filer

Filer Name
The Greater Jefferson County
EIN
51-0172078
Phone
6414720758
Address
PO BOX 1325, FAIRFIELD, IA 52556-1325

Signing Officer

Name
Kara Waugh
Title
President
Phone
6414720758
Signed
2020-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Waugh
Formed
1975
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
14

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
2109 WEST JEFFERSON AVENUE, FAIRFIELD, IA 52556
Preparer
Jodi R Kerr CPA
Phone
6414726171
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“These funds are used for scholarships for students in the community as well as local grants to community organizations.”

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IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE GREATER JEFFERSON COUNTY FOUNDATION RECEIVES, ACCEPTS AND DISTRIBUTES FUNDS FOR EDUCATIONAL, CULTURAL, CIVIC AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE GREATER COMMUNITY OF JEFFERSON COUNTY, IOWA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04807045
IRS990/NetAssetsOrFundBalancesEOYAmt04584685
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038717
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038717
IRS990/NetUnrlzdGainsLossesInvstAmt0-588378
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2PICNIC EXPENSES
IRS990/OtherExpensesGrp/Desc3GRANT CEREMONY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02148
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11790
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2990
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3823
IRS990/OtherExpensesGrp/TotalAmt02148
IRS990/OtherExpensesGrp/TotalAmt11790
IRS990/OtherExpensesGrp/TotalAmt2990
IRS990/OtherExpensesGrp/TotalAmt3823
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03011
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1468
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1468
IRS990/OtherRevenueTotalAmt03479
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06728
IRS990/OtherSalariesAndWagesGrp/TotalAmt06728
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0100723
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0105468
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0515
IRS990/PayrollTaxesGrp/TotalAmt0515
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KARA WAUGH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY IMPROVEMENTS THROUGH ADMINISTRATION AND DISTRIBUTION OF SCHOLARSHIP FUNDS TO INDIVIDUAL STUDENTS IN JEFFERSON COUNTY IOWA. SCHOLARSHIPS WERE AWARDED TO TWENTY-FIVE RECIPIENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0117886
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0117886
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0609222
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0695780
IRS990/PYInvestmentIncomeAmt0364901
IRS990/PYOtherExpensesAmt044314
IRS990/PYOtherRevenueAmt03582
IRS990/PYRevenuesLessExpensesAmt0233192
IRS990/PYSalariesCompEmpBnftPaidAmt04419
IRS990/PYTotalExpensesAmt0744513
IRS990/PYTotalRevenueAmt0977705
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0366018
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt030000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04807045
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04584685
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091422
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0272023
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0675637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0609222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0733523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01973761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01473782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05465925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0364568
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0254181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0215690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0134065
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0119733
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01088237
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt014246
IRS990ScheduleA/PublicSupportCY170Pct00.44340
IRS990ScheduleA/PublicSupportPY170Pct00.43000
IRS990ScheduleA/PublicSupportTotal170Amt02906149
IRS990ScheduleA/SubstantialContributorsTotAmt02559776
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0675637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0609222
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0733523
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01973761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01473782
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05465925
IRS990ScheduleA/TotalSupportAmt06554162
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011746
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0590691
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0243306
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0623484
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0146500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-52267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010657
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0579194
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0154193
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0590691
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0142082
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010043
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010301
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0533255
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0149246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0579194
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0131043
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038037
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0385232
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0247918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0533255
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0120689
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029495
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04835
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0379054
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0126376
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0385232
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0116000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0637
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01280
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01280
IRS990ScheduleD/LandGrp/BookValueAmt060000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THESE FUNDS ARE USED FOR SCHOLARSHIPS FOR STUDENTS IN THE COMMUNITY AS WELL AS LOCAL GRANTS TO COMMUNITY ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0117886
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/RecipientTable/CashGrantAmt010558
IRS990ScheduleI/RecipientTable/CashGrantAmt116000
IRS990ScheduleI/RecipientTable/CashGrantAmt255412
IRS990ScheduleI/RecipientTable/CashGrantAmt315987
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/CashGrantAmt57500
IRS990ScheduleI/RecipientTable/CashGrantAmt66500
IRS990ScheduleI/RecipientTable/CashGrantAmt79000
IRS990ScheduleI/RecipientTable/CashGrantAmt88000
IRS990ScheduleI/RecipientTable/CashGrantAmt920000
IRS990ScheduleI/RecipientTable/CashGrantAmt1044257
IRS990ScheduleI/RecipientTable/CashGrantAmt115940
IRS990ScheduleI/RecipientTable/CashGrantAmt12233225
IRS990ScheduleI/RecipientTable/CashGrantAmt1313434
IRS990ScheduleI/RecipientTable/CashGrantAmt1426863
IRS990ScheduleI/RecipientTable/CashGrantAmt155200
IRS990ScheduleI/RecipientTable/CashGrantAmt166064
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,584,886
Liabilities
$201
Net assets
$4,584,685
Revenue
$1,082,401
Expenses
$716,383
Net income
$366,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.35$0.02$7.33$0.70$0.71$0.01
2024Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.93$1.20$0.28
2023Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.37$0.53$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$1.44$0.53$0.91
2021Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$1.94$0.60$1.34
2020Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$1.08$0.72$0.37
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.98$0.74$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$1.00$0.92$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$2.14$1.37$0.77
2016Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$1.65$2.04$0.39
2015Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$2.19$1.17$1.02
2014Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.92$0.31$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.00$2.52$0.44$0.21$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.18$1.91$0.36