Civic Intelligence

Frederick County Educational Foundation

990 • Fiscal year 2016 • EIN 52-1396772

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 19, 2016

Organization Profilewww.fceducationfoundation.org
1415 Amherst StreetWinchester, VA 22601

(540) 662-3889

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

66th percentile

6.9%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,248,892

Up $80,629 (+6.9%) from 2015

Net Assets

Up

$1,247,968

Up $80,631 (+6.9%) from 2015

Liabilities

Down

$924

Down $2 (-0.2%) from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin91st percentile

Revenue

Down

$176,283

Down $26,565 (-13%) from 2015

Expenses

Down

$95,653

Down $69,101 (-42%) from 2015

Net Income

Up

$80,630

Up $42,536 (+112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $782,370Liabilities 2011: $0Net Assets 2011: $782,3702011Assets 2012: $780,472Liabilities 2012: $0Net Assets 2012: $780,4722012Assets 2013: $974,190Liabilities 2013: $0Net Assets 2013: $974,1902013Assets 2014: $1,129,243Liabilities 2014: $0Net Assets 2014: $1,129,2432014Assets 2015: $1,168,263Liabilities 2015: $926Net Assets 2015: $1,167,3372015Assets 2016: $1,248,892Liabilities 2016: $924Net Assets 2016: $1,247,9682016Assets 2017: $1,773,943Liabilities 2017: $925Net Assets 2017: $1,773,0182017Assets 2018: $1,669,148Liabilities 2018: $871Net Assets 2018: $1,668,2772018Assets 2019: $1,898,146Liabilities 2019: $871Net Assets 2019: $1,897,2752019Assets 2020: $2,036,675Liabilities 2020: $871Net Assets 2020: $2,035,8042020Assets 2021: $2,157,684Liabilities 2021: $871Net Assets 2021: $2,156,8132021Assets 2022: $2,097,646Liabilities 2022: $7,838Net Assets 2022: $2,089,8082022Assets 2023: $2,128,664Liabilities 2023: $871Net Assets 2023: $2,127,7932023Assets 2024: $2,217,656Liabilities 2024: $871Net Assets 2024: $2,216,7852024

Highlighted filing

2016

Assets$1,248,892
Liabilities$924
Net Assets$1,247,968
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $269,662Expenses 2011: $75,791Net Income 2011: $193,8712011Revenue 2012: $122,878Expenses 2012: $124,776Net Income 2012: -$1,8982012Revenue 2013: $371,059Expenses 2013: $177,341Net Income 2013: $193,7182013Revenue 2014: $254,848Expenses 2014: $99,795Net Income 2014: $155,0532014Revenue 2015: $202,848Expenses 2015: $164,754Net Income 2015: $38,0942015Revenue 2016: $176,283Expenses 2016: $95,653Net Income 2016: $80,6302016Revenue 2017: $571,034Expenses 2017: $136,552Net Income 2017: $434,4822017Revenue 2018: $31,948Expenses 2018: $136,689Net Income 2018: -$104,7412018Revenue 2019: $368,086Expenses 2019: $139,088Net Income 2019: $228,9982019Revenue 2020: $267,449Expenses 2020: $128,920Net Income 2020: $138,5292020Revenue 2021: $150,331Expenses 2021: $150,860Net Income 2021: -$5292021Revenue 2022: $169,113Expenses 2022: $150,718Net Income 2022: $18,3952022Revenue 2023: $247,203Expenses 2023: $183,020Net Income 2023: $64,1832023Revenue 2024: $322,662Expenses 2024: $233,670Net Income 2024: $88,9922024

Highlighted filing

2016

Revenue$176,283
Expenses$95,653
Net Income$80,630
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 19, 2016
Return Version
2015v2.1
Gross Receipts
$186,982
Mission and Program Overview

Mission

Strengthen secondary education opportunities

Strengthen secondary education opportunities through scholarships and grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,167,337$1,247,968▲ $80,631
Investments Other Securities$1,144,328$1,153,123▲ $8,795
Savings and Temporary Cash Investments$23,935$95,769▲ $71,834
Total Assets$1,168,263$1,248,892▲ $80,629
Liabilities
Accounts Payable and Accrued Expenses$926$924▼ $2
Total Liabilities$926$924▼ $2
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,167,337$1,247,968▲ $80,631
Total Liabilities and Net Assets / Fund Balance$1,168,263$1,248,892▲ $80,629

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,153,123--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,131,249$92,623▲ $26,020$48,861$1,157,922
2014$999,323$119,071▲ $18,617$5,762$1,131,249
2013$822,509$79,297▲ $101,520$4,003$999,323
2012$722,226$66,448▲ $63,164$4,832$822,509
2011$696,316$53,435▲ $27,135$4,276$722,226
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Melissa YoungbloodPresident
Tracy VosikaVice President
Al OrndorffDirector
Brian HesterDirector
Carolyn WilliamsDirector
Darla GuevremontDirector
Frank WrightDirector
Kevin CallananDirector
Lori EversoleDirector
Lorri IdenDirector
Mark StiversDirector
Patti RuckerDirector
Rob YostDirector
Mary P NordhamExecutive Director
David T SovineSecretary
Kate ChappellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$118,463
Program Service Revenue
$0
Investment Income
$32,595
Other Revenue
$25,225
All Other Contributions
$118,463
Change in Net Assets
$80,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,109
Salaries, Compensation, and Employee Benefits$41,445
Other Expenses$11,099
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$43,109--$43,109
Current Officers, Directors, Trustees, and Key Employees$38,500--$38,500
Fees for Service Investment Mgmnt Fees$6,814--$6,814
Payroll Taxes$2,945--$2,945
Office Expenses$850$849-$1,699
Information Technology$780$779-$1,559
Insurance-$798-$798
Fees for Services Accounting$194--$194
Other Expenses-$35-$35
Total Functional Expenses$93,192$2,461$0$95,653
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,493
Fundraising Direct Expenses$10,699
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$42,493$42,493-$42,493
Total Events$42,493$42,493$10,699$31,794
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part IV, Section C, Line 19

“Form 990 Part VI Section C Line 19 All governing documents, conflict of interest policy and financial statements are available to the public in the office of Mary Nordham, located at 1415 Amherst Street, WInchester, VA 22601”

Filing and Contact Details

Filer

Filer Name
Frederick County Educational Foundation
EIN
52-1396772
Phone
5406623889
Address
1415 AMHERST STREET, WINCHESTER, VA 22601

Signing Officer

Name
Kate J Chappell
Title
Treasurer
Signed
2016-10-19
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
1

Preparer

Firm
Richard E Howett CPA
Address
317 DOGWOOD ROAD, WINCHESTER, VA 22602
Preparer
Richard E Howett
Phone
5406675560
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Rounding Adjustment”

Raw XML AppendixShowing 400 of 492 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0926
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0924
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0STRENGTHEN SECONDARY EDUCATION OPPORTUNITIES THROUGH SCHOLARSHIPS AND GRANTS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0118463
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Kate Chappell
IRS990/BooksInCareOfDetail/PhoneNum05409555226
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02 East Main St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Berryville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022611
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt038500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt038500
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0118463
IRS990/CYGrantsAndSimilarPaidAmt043109
IRS990/CYInvestmentIncomeAmt032595
IRS990/CYOtherExpensesAmt011099
IRS990/CYOtherRevenueAmt025225
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt080630
IRS990/CYSalariesCompEmpBnftPaidAmt041445
IRS990/CYTotalExpensesAmt095653
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0176283
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SCHOLARSHIPS AND GRANTS-SEE ATTACHED
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt093192
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0194
IRS990/FeesForServicesAccountingGrp/TotalAmt0194
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt06814
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06814
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0003.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1003.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13003.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0MELISSA YOUNGBLOOD
IRS990/Form990PartVIISectionAGrp/PersonNm1KATE CHAPPELL
IRS990/Form990PartVIISectionAGrp/PersonNm2TRACY VOSIKA
IRS990/Form990PartVIISectionAGrp/PersonNm3LORI EVERSOLE
IRS990/Form990PartVIISectionAGrp/PersonNm4DARLA GUEVREMONT
IRS990/Form990PartVIISectionAGrp/PersonNm5LORRI IDEN
IRS990/Form990PartVIISectionAGrp/PersonNm6CAROLYN WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK STIVERS
IRS990/Form990PartVIISectionAGrp/PersonNm8KEVIN CALLANAN
IRS990/Form990PartVIISectionAGrp/PersonNm9PATTI RUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm10ROB YOST
IRS990/Form990PartVIISectionAGrp/PersonNm11AL ORNDORFF
IRS990/Form990PartVIISectionAGrp/PersonNm12BRIAN HESTER
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVID T SOVINE
IRS990/Form990PartVIISectionAGrp/PersonNm14FRANK WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY P NORDHAM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt010699
IRS990/FundraisingGrossIncomeAmt042493
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt021640
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt043109
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt043109
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0186982
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0779
IRS990/InformationTechnologyGrp/ProgramServicesAmt0780
IRS990/InformationTechnologyGrp/TotalAmt01559
IRS990/InsuranceGrp/ManagementAndGeneralAmt0798
IRS990/InsuranceGrp/TotalAmt0798
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt032595
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032595
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01144328
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01153123
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0STRENGTHEN SECONDARY EDUCATION OPPORTUNITIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01167337
IRS990/NetAssetsOrFundBalancesEOYAmt01247968
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt031794
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0849
IRS990/OfficeExpensesGrp/ProgramServicesAmt0850
IRS990/OfficeExpensesGrp/TotalAmt01699
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TAXES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/OtherRevenueTotalAmt0-6569
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt02945
IRS990/PayrollTaxesGrp/TotalAmt02945
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0BETH LEWIN
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0146011
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0110600
IRS990/PYInvestmentIncomeAmt033556
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt012342
IRS990/PYOtherRevenueAmt023281
IRS990/PYRevenuesLessExpensesAmt038094
IRS990/PYSalariesCompEmpBnftPaidAmt041812
IRS990/PYTotalExpensesAmt0164754
IRS990/PYTotalRevenueAmt0202848
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt080630
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt096822
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01167337
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01247968
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023935
IRS990/SavingsAndTempCashInvstGrp/EOYAmt095769
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0118463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0146011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0250096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt058848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0685936
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032595
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt033556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt052743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024808
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029091
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0172793
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt025225
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt023281
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt089587
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt083170
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt034939
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0256202
IRS990ScheduleA/PublicSupportCY170Pct00.61520
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.59880
IRS990ScheduleA/PublicSupportTotal170Amt0685936
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0118463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0146011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112518
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0250096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt058848
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0685936
IRS990ScheduleA/TotalSupportAmt01114931
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/BoardDesignatedBalanceEOYPct00.90000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01131249
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt092623
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01157922
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt043109
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt026020
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt048861
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0999323
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0119071
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01131249
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018617
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05762
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0822509
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt079297
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0999323
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0101520
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04003
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0722226
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt066448
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0822509
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt024497
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063164
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0696316
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt053435
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0722226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt050384
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027135
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04276
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01153123
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ENDOWMENT PORTFOLIO MANAGED BY BANK OF CLARKE COUNTY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.10000
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalBookValueSecuritiesAmt01153123
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010699
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010699
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042493
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042493
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042493
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042493
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031794
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036709
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12627

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,248,892
Liabilities
$924
Net assets
$1,247,968
Revenue
$176,283
Expenses
$95,653
Net income
$80,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.32$0.23$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.25$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.01$2.09$0.17$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15$0.15$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.27$0.13$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.37$0.14$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.03$0.14$0.10
2017Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.57$0.14$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.18$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.20$0.16$0.04
2014Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.25$0.10$0.16
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.37$0.18$0.19
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.12$0.12$0.00
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.27$0.08$0.19