Civic Intelligence

Four Way Community Foundation

990 • Fiscal year 2021 • EIN 51-0173092

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

Organization Profilefourwaycommunityfoundation.org
PO Box 652Grants Pass, OR 97528

(541) 479-9775

Siviq Scores

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

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.40x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$41,624

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

77th percentile

25%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

134%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$10,971,738

Up $2,199,010 (+25%) from 2020

Net Assets

Up

$10,496,243

Up $2,091,170 (+25%) from 2020

Liabilities

Up

$475,495

Up $107,840 (+29%) from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin84th percentile

Revenue

Up

$1,198,123

Up $685,841 (+134%) from 2020

Expenses

Up

$656,006

Up $133,972 (+26%) from 2020

Net Income

Up

$542,117

Up $551,869 (+5659%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $4,214,469Liabilities 2011: $53,171Net Assets 2011: $4,161,2982011Assets 2012: $4,335,334Liabilities 2012: $42,043Net Assets 2012: $4,293,2912012Assets 2013: $4,398,117Liabilities 2013: $25,293Net Assets 2013: $4,372,8242013Assets 2014: $5,626,816Liabilities 2014: $95,296Net Assets 2014: $5,531,5202014Assets 2015: $5,344,025Liabilities 2015: $348,634Net Assets 2015: $4,995,3912015Assets 2016: $5,603,695Liabilities 2016: $322,999Net Assets 2016: $5,280,6962016Assets 2017: $6,918,937Liabilities 2017: $348,686Net Assets 2017: $6,570,2512017Assets 2018: $7,750,503Liabilities 2018: $369,440Net Assets 2018: $7,381,0632018Assets 2019: $8,563,685Liabilities 2019: $350,954Net Assets 2019: $8,212,7312019Assets 2020: $8,772,728Liabilities 2020: $367,655Net Assets 2020: $8,405,0732020Assets 2021: $10,971,738Liabilities 2021: $475,495Net Assets 2021: $10,496,2432021Assets 2022: $10,195,975Liabilities 2022: $514,949Net Assets 2022: $9,681,0262022Assets 2023: $12,762,496Liabilities 2023: $506,999Net Assets 2023: $12,255,4972023Assets 2024: $14,548,452Liabilities 2024: $501,540Net Assets 2024: $14,046,9122024Assets 2025: $15,895,352Liabilities 2025: $509,571Net Assets 2025: $15,385,7812025

Highlighted filing

2021

Assets$10,971,738
Liabilities$475,495
Net Assets$10,496,243
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $298,8902011Expenses 2012: $370,1162012Expenses 2013: $382,9312013Revenue 2014: $614,379Expenses 2014: $415,131Net Income 2014: $199,2482014Revenue 2015: $653,242Expenses 2015: $472,409Net Income 2015: $180,8332015Revenue 2016: $850,021Expenses 2016: $340,367Net Income 2016: $509,6542016Revenue 2017: $1,375,026Expenses 2017: $437,697Net Income 2017: $937,3292017Revenue 2018: $1,158,286Expenses 2018: $455,261Net Income 2018: $703,0252018Revenue 2019: $1,025,418Expenses 2019: $522,467Net Income 2019: $502,9512019Revenue 2020: $512,282Expenses 2020: $522,034Net Income 2020: -$9,7522020Revenue 2021: $1,198,123Expenses 2021: $656,006Net Income 2021: $542,1172021Revenue 2022: $1,481,815Expenses 2022: $855,741Net Income 2022: $626,0742022Revenue 2023: $2,870,303Expenses 2023: $1,006,148Net Income 2023: $1,864,1552023Revenue 2024: $1,341,566Expenses 2024: $965,004Net Income 2024: $376,5622024Revenue 2025: $1,577,611Expenses 2025: $1,020,822Net Income 2025: $556,7892025

Highlighted filing

2021

Revenue$1,198,123
Expenses$656,006
Net Income$542,117
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$3,437,783
Mission and Program Overview

Mission

Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon through building a permanent endowment for the community, promoting effective stewardship of assets and uniting resources to address important community needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,337,381$10,596,869▲ $2,259,488
Savings and Temporary Cash Investments$430,592$365,478▼ $65,114
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$8,772,728$10,971,738▲ $2,199,010
Other Assets Total$4,754$9,391▲ $4,637
Liabilities
Escrow Account Liability$365,443$438,777▲ $73,334
Grants Payable$1,182$35,359▲ $34,177
Accounts Payable and Accrued Expenses$1,030$1,359▲ $329
Total Liabilities$367,655$475,495▲ $107,840
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,366,657$5,293,839▲ $927,182
Net Assets Without Donor Restrictions$4,038,416$5,202,404▲ $1,163,988
Total Net Assets Fund Balance$8,405,073$10,496,243▲ $2,091,170
Total Liabilities and Net Assets / Fund Balance$8,772,728$10,971,738▲ $2,199,010

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$8,405,073$441,557▲ $2,295,471$217,109$10,496,243
2020$8,212,731$149,493▲ $545,191$164,584$8,405,073
2019$7,381,063$821,164▲ $519,471$144,084$8,212,731
2018$6,570,251$772,674▲ $478,777$89,363$7,381,063
2017$5,280,696$1,112,615▲ $614,636$71,827$6,570,251
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kate DwyerExecutive DirectorPT$41,624$41,624
Cynthia Harelson CPAAccountant-$7,200$7,200

Board Members and Trustees

NameTitle
Peter AngstadtPast-President
Steve RoePresident
Greg FishwickVice-President
Alvin SpearsDirector
Brandace RojoDirector
Deborah SorensonDirector
Jan TaylorDirector
Meadow MartellDirector
Steve SwearingenDirector
Sue OrrisDirector
Susan CohenDirector
Dawn WelchSecretary
Teresa StoverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$441,557
Program Service Revenue
$96,235
Investment Income
$660,331
Other Revenue
$0
All Other Contributions
$441,557
Change in Net Assets
$542,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$399,320
Other Expenses$191,191
Salaries, Compensation, and Employee Benefits$65,495
Total Fundraising Expense$17,302
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$399,320--$399,320
Fees for Services Other$96,235$1,054$1,053$98,342
Fees for Service Investment Mgmnt Fees$64,219--$64,219
Current Officers, Directors, Trustees, and Key Employees$24,412$12,806$11,606$48,824
Payroll Taxes$4,232$2,116$2,115$8,463
Comp Disqual Persons$2,456$1,228$1,227$4,911
Occupancy$1,948$1,298$649$3,895
Other Salaries and Wages$1,649$824$824$3,297
Insurance-$2,620-$2,620
Office Expenses$1,191$793$396$2,380
Advertising$569$379$189$1,137
Travel-$128$128$256
Conferences and Meetings-$75$75$150
Other Expenses$73$48$24$145
All Other Expenses$-2,319$-1,099$-1,160$-4,578
Total Functional Expenses$616,434$22,270$17,302$656,006
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family SolutionsMedford, OR501(c)(3)Capital improvements$39,916
Boys & Girls Club of the Rogue ValleyGrants Pass, OR501(c)(3)Program$35,574
Josephine County Historical SocietyGrants Pass, OR501(c)(3)Capital equipment$21,393
Rogue Valley Humane SocietyGrants Pass, OR501(c)(3)Program$19,808
AllCare Community FoundationGrants Pass, OR501(c)(3)Capital improvements and program$18,000
Crossing BridgesGrants Pass, OR501(c)(3)Capital improvements$17,500
Grants Pass High SchoolGrants Pass, ORpublic schoolProgram$12,415
Green Leaf IndustriesGrants Pass, OR501(c)(3)Capital equipment$10,440
PacificaWilliams, OR501(c)(3)Capital improvements$10,000
Women's Crisis Support TeamGrants Pass, OR501(c)(3)Capital improvement & program$9,000
(Society of) St Vincent DePaulGrants Pass, OR501(c)(3)Capital equipment$8,000
Cave Junction Seventh Day Adventist ChurchCave Junction, ORReligious OrgProgram$8,000
GP-Jo Co Chamber of Commerce FoundationGrants Pass, OR501(c)(3)Capital equipment$8,000
Josephine County Food BankGrants Pass, OR501(c)(3)Capital equipment$8,000
Rogue Valley Mountain Biking AssociationAshland, OR501(c)(3)Capital improvements$8,000
Southern Oregon Guild of Artists and ArtisansCave Junction, OR501(c)(3)Capital equipment$8,000
UcanGrants Pass, OR501(c)(3)Capital equipment$8,000
Sugarloaf Community AssociationWilliams, OR501(c)(3)Capital Improvement$7,500
The Dome SchoolCave Junction, OR501(c)(3)Capital improvements$7,500
Josephine County FoundationMurphy, OR501(c)(3)Capital equipment$7,000
Project YouthGrants Pass, OR501(c)(3)Capital improvement & program$7,000
Takilma Community AssociationCave Junction, OR501(c)(3)Capital improvements$7,000
A Greater ApplegateJacksonville, OR501(c)(3)Capital improvements$6,500
Spiral Living CenterCave Junction, OR501(c)(3)Capital equipment$6,500
Josephine County (fbo Jo Co Fairgrounds)Grants Pass, ORGov't agencyCapital improvements$6,000
Southern Oregon Aspire IncGrants Pass, OR501(c)(3)Capital improvements$5,616
Grants Pass Museum of ArtGrants Pass, OR501(c)(3)Capital improvements$5,000
Healing Hearts and HoovesCave Junction, OR501(c)(3)Capital Improvement$5,000
KairosGrants Pass, OR501(c)(3)Capital improvement$5,000
Max's MissionJacksonville, OR501(c)(3)Capital equipment$5,000
Sunny Wolf Charter SchoolWolf Creek, OR501(c)(3)Capital improvements$5,000
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
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
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 3

“Cynthia Harelson, CPA, PC employs Cynthia Harelson, CPA who effectively acts as the CFO for the Four Way Community Foundation. The organization paid Cynthia Harelson, CPA, PC $6,000 during the fiscal year for such services.”

Form 990, Part VI, Section A, line 8B

“No committees exist with authorization to act on behalf of the governing body. All committee actions are reviewed and approved/disapproved by the full board, and all record of such activities are noted in the written record of the full board meeting.”

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

“All board members received the Form 990 for review prior to filing.”

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

“Organization asks board members to review conflict of interest policy every year.”

Form 990, Part VI, Section C, line 19

“The governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Four Way Community Foundation
EIN
51-0173092
Phone
5414799775
Address
PO Box 652, Grants Pass, OR 97528

Signing Officer

Name
Kate Dwyer
Title
Exec Director
Phone
5414749774
Signed
2021-11-10

Organization Details

Principal Officer
Kate Dwyer
Formed
1975
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
0

Preparer

Firm
Cynthia Harelson CPA Pc
Address
BOX 1537, GRANTS PASS, OR 97528
Preparer
Cynthia Harelson
Phone
5414799775
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Administrative management fees: Program service expenses 96,235. Management and general expenses 0. Fundraising expenses 0. Total expenses 96,235. Consulting for admin/operations analysis: Program service expenses 0. Management and general expenses 1,054. Fundraising expenses 1,053. Total expenses 2,107.”

Form 990, Part XI, line 9:

“Returned Grants 10,000. Rounding -1.”

Financial Statement Notes

Part V, Line 4:

“Endowment funds are restricted to being used for investment and the earnings are used for the support of charitable organizations benefiting the residents of Josephine and Western Jackson counties in the State of Oregon.”

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IRS990/Form990PartVIISectionAGrp/PersonNm8Peter Angstadt
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Accountant
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Past-President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0394143
IRS990/GrantsPayableGrp/BOYAmt01182
IRS990/GrantsPayableGrp/EOYAmt035359
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt03437783
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IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02620
IRS990/InsuranceGrp/TotalAmt02620
IRS990/InvestmentIncomeGrp/ExclusionAmt0185422
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0185422
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08337381
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010596869
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02239660
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Support of charitable organizations benefitting the residents of Josephine and Western Jackson counties in the State of Oregon through building a permanent endowment for the community, promoting effective stewardship of assets and uniting resources to address important community needs.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08405073
IRS990/NetAssetsOrFundBalancesEOYAmt010496243
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0474909
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0474909
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01538905
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04038416
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05202404
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0649
IRS990/OccupancyGrp/ManagementAndGeneralAmt01298
IRS990/OccupancyGrp/ProgramServicesAmt01948
IRS990/OccupancyGrp/TotalAmt03895
IRS990/OfficeExpensesGrp/FundraisingAmt0396
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0793
IRS990/OfficeExpensesGrp/ProgramServicesAmt01191
IRS990/OfficeExpensesGrp/TotalAmt02380
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04754
IRS990/OtherAssetsTotalGrp/EOYAmt09391
IRS990/OtherChangesInNetAssetsAmt09999
IRS990/OtherExpensesGrp/Desc0Income to managed funds
IRS990/OtherExpensesGrp/Desc1Dues and subs
IRS990/OtherExpensesGrp/Desc2Event expenses-Communit
IRS990/OtherExpensesGrp/Desc3Web design/hosting
IRS990/OtherExpensesGrp/FundraisingAmt0176
IRS990/OtherExpensesGrp/FundraisingAmt124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt048
IRS990/OtherExpensesGrp/ProgramServicesAmt020405
IRS990/OtherExpensesGrp/ProgramServicesAmt11868
IRS990/OtherExpensesGrp/ProgramServicesAmt2176
IRS990/OtherExpensesGrp/ProgramServicesAmt373
IRS990/OtherExpensesGrp/TotalAmt020405
IRS990/OtherExpensesGrp/TotalAmt11868
IRS990/OtherExpensesGrp/TotalAmt2352
IRS990/OtherExpensesGrp/TotalAmt3145
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0824
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0824
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01649
IRS990/OtherSalariesAndWagesGrp/TotalAmt03297
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02115
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02116
IRS990/PayrollTaxesGrp/ProgramServicesAmt04232
IRS990/PayrollTaxesGrp/TotalAmt08463
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Kate Dwyer
IRS990/PriorPeriodAdjustmentsAmt0149
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0Administration Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt096235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt096235
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships made for the benefit of individuals residing in Josephine and Western Jackson counties in the State of Oregon. A total of 7 scholarships were awarded in the 2020-21 fiscal year.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05177
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05177
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0149493
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0326075
IRS990/PYInvestmentIncomeAmt0289303
IRS990/PYOtherExpensesAmt0156795
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt073486
IRS990/PYRevenuesLessExpensesAmt0-9752
IRS990/PYSalariesCompEmpBnftPaidAmt039164
IRS990/PYTotalExpensesAmt0522034
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0512282
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0542117
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0571144
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0430592
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0365478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0441557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0149493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0821164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0772674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0112615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02297503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0185421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0211431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0212114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0175732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0149162
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0933860
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0333313
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24140
IRS990ScheduleA/PublicSupportPY170Pct00.37410
IRS990ScheduleA/PublicSupportTotal170Amt0780084
IRS990ScheduleA/SubstantialContributorsTotAmt01517419
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0441557
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0149493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0821164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0772674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0112615
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02297503
IRS990ScheduleA/TotalSupportAmt03231363
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/AdditionsDuringYearAmt089234
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt0365443
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt039429
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08405073
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0441557
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010496243
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0389320
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02295471
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0217109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt031375
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08212731
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0149493
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08405073
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0306383
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0545191
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0164584
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt025861
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07381063
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0821164
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08212731
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0339022
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0519471
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0144084
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt020033

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,971,738
Liabilities
$475,495
Net assets
$10,496,243
Revenue
$1,198,123
Expenses
$656,006
Net income
$542,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.9$0.51$15.4$1.58$1.02$0.56
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.50$14.0$1.34$0.97$0.38
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.51$12.3$2.87$1.01$1.86
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.51$9.68$1.48$0.86$0.63
2021Detailed filing. Detailed filing data is available for this year.$11.0$0.48$10.5$1.20$0.66$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$0.37$8.41$0.51$0.52$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.56$0.35$8.21$1.03$0.52$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.37$7.38$1.16$0.46$0.70
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.92$0.35$6.57$1.38$0.44$0.94
2016Detailed filing. Detailed filing data is available for this year.$5.60$0.32$5.28$0.85$0.34$0.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.35$5.00$0.65$0.47$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.63$0.10$5.53$0.61$0.42$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$0.03$4.37$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.04$4.29$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$0.05$4.16$0.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits