Civic Intelligence

David a Winston Health Policy Fellowship

990 • Fiscal year 2019 • EIN 52-1492039

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileWWW.WINSTONFELLOWHIP.ORG
1341 G Street NW 11th FloorWashington, DC 20005

(202) 585-0288

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.09x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.39x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$104,688

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$5,193,176

Up $698,335 (+16%) from 2018

Net Assets

Up

$4,718,483

Up $615,278 (+15%) from 2018

Liabilities

Up

$474,693

Up $83,057 (+21%) from 2018

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin88th percentile

Revenue

Up

$1,225,148

Up $275,744 (+29%) from 2018

Expenses

Up

$721,680

Up $22,897 (+3.3%) from 2018

Net Income

Up

$503,468

Up $252,847 (+101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,211,542Liabilities 2011: $454,911Net Assets 2011: $2,756,6312011Assets 2012: $3,658,963Liabilities 2012: $538,659Net Assets 2012: $3,120,3042012Assets 2013: $4,286,257Liabilities 2013: $557,032Net Assets 2013: $3,729,2252013Assets 2014: $4,406,168Liabilities 2014: $369,377Net Assets 2014: $4,036,7912014Assets 2015: $4,424,347Liabilities 2015: $371,731Net Assets 2015: $4,052,6162015Assets 2016: $4,652,541Liabilities 2016: $440,000Net Assets 2016: $4,212,5412016Assets 2017: $4,879,721Liabilities 2017: $326,689Net Assets 2017: $4,553,0322017Assets 2018: $4,494,841Liabilities 2018: $391,636Net Assets 2018: $4,103,2052018Assets 2019: $5,193,176Liabilities 2019: $474,693Net Assets 2019: $4,718,4832019Assets 2020: $5,339,427Liabilities 2020: $4,043Net Assets 2020: $5,335,3842020Assets 2021: $5,581,478Liabilities 2021: $116,961Net Assets 2021: $5,464,5172021Assets 2022: $4,528,323Liabilities 2022: $147,228Net Assets 2022: $4,381,0952022Assets 2023: $5,001,844Liabilities 2023: $385,868Net Assets 2023: $4,615,9762023Assets 2024: $5,212,842Liabilities 2024: $289,795Net Assets 2024: $4,923,0472024

Highlighted filing

2019

Assets$5,193,176
Liabilities$474,693
Net Assets$4,718,483
Open 2019 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $526,685Expenses 2011: $350,516Net Income 2011: $176,1692011Revenue 2012: $520,920Expenses 2012: $408,908Net Income 2012: $112,0122012Revenue 2013: $717,504Expenses 2013: $440,337Net Income 2013: $277,1672013Revenue 2014: $721,811Expenses 2014: $399,379Net Income 2014: $322,4322014Revenue 2015: $692,618Expenses 2015: $509,576Net Income 2015: $183,0422015Revenue 2016: $574,727Expenses 2016: $550,377Net Income 2016: $24,3502016Revenue 2017: $996,019Expenses 2017: $851,384Net Income 2017: $144,6352017Revenue 2018: $949,404Expenses 2018: $698,783Net Income 2018: $250,6212018Revenue 2019: $1,225,148Expenses 2019: $721,680Net Income 2019: $503,4682019Revenue 2020: $1,002,239Expenses 2020: $671,239Net Income 2020: $331,0002020Revenue 2021: $513,832Expenses 2021: $673,129Net Income 2021: -$159,2972021Revenue 2022: $704,964Expenses 2022: $826,666Net Income 2022: -$121,7022022Revenue 2023: $692,116Expenses 2023: $862,150Net Income 2023: -$170,0342023Revenue 2024: $964,810Expenses 2024: $877,584Net Income 2024: $87,2262024

Highlighted filing

2019

Revenue$1,225,148
Expenses$721,680
Net Income$503,468
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$3,952,449
Mission and Program Overview

Mission

The winston fellowship provides a unique opportunity for promising students to learn about the political system through direct exposure to the roles of both the public and private sectors in health policy development.

Teach students about the political system through the roles of both public & private sectors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,997,913$4,560,063▲ $562,150
Cash and Non-Interest-Bearing Accounts$216,332$299,149▲ $82,817
Savings and Temporary Cash Investments$255,656$265,805▲ $10,149
Prepaid Expenses and Deferred Charges$17,507$55,634▲ $38,127
Accounts Receivable$5,000$12,000▲ $7,000
Land, Buildings, and Equipment, Net$2,433$525▼ $1,908
Total Assets$4,494,841$5,193,176▲ $698,335
Liabilities
Deferred Revenue$384,000$447,000▲ $63,000
Accounts Payable and Accrued Expenses$7,636$27,693▲ $20,057
Total Liabilities$391,636$474,693▲ $83,057
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,103,205$4,718,483▲ $615,278
Total Net Assets Fund Balance$4,103,205$4,718,483▲ $615,278
Total Liabilities and Net Assets / Fund Balance$4,494,841$5,193,176▲ $698,335

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$5,150$5,150
Equipment$525$1,835$2,360
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerry McateerChief Operating OfficerFT$95,000$9,688$104,688

Board Members and Trustees

NameTitle
Mary GrealyChair
Chris JenningsImmediate Past Chair
Charles N Kahn IiiBoard Member
Cybele BjorklundBoard Member
Dean RosenBoard Member
Elizabeth FowlerBoard Member
Grace-marie TurnerBoard Member
Jane Hyatt ThorpeBoard Member
Jay KhoslaBoard Member
Joseph AntosBoard Member
Margaret GarikesBoard Member
Susan WinstonBoard Member
Julie GoonSecretary
Rachel NuzumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$531,465
Program Service Revenue
$0
Investment Income
$693,683
Other Revenue
$0
All Other Contributions
$950
Change in Net Assets
$503,468

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,191,953
Revenue Not Reported on Financial Statements
$33,195
Revenue Not Reported on Form 990
$157,530
Total Revenue per Audited Statements
$1,349,483
Total Revenue per Form 990
$1,225,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$309,718
Salaries, Compensation, and Employee Benefits$221,962
Grants and Similar Amounts Paid$190,000
Total Fundraising Expense$109,292
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$190,000--$190,000
Current Officers, Directors, Trustees, and Key Employees$72,342$16,934$15,412$104,688
Other Salaries and Wages$65,961$15,440$14,052$95,453
Fees for Services Management$14,186$47,514$8,300$70,000
Conferences and Meetings$16,267$6,090$47,487$69,844
Travel$32,950$2,317$559$35,826
Fees for Service Investment Mgmnt Fees-$33,195-$33,195
Occupancy$7,250$17,625$5,125$30,000
Fees for Services Accounting$5,305$17,768$3,103$26,176
Office Expenses$10,110$1,666$6,460$18,236
Payroll Taxes$11,233$2,629$2,393$16,255
Fees for Services Other$10,000--$10,000
Information Technology$1,727$5,784$1,011$8,522
Other Employee Benefits$3,845$901$820$5,566
Insurance$823$617$3,632$5,072
Depreciation Depletion$763$573$573$1,909
Other Expenses$573-$365$938
Total Functional Expenses$443,335$169,053$109,292$721,680

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$734,205
Total Expenses per Form 990$721,680
Expenses per Audited Statements$688,485
Expenses Not Reported on Form 990$45,720
Expenses Not Reported on Financial Statements$33,195
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$240,485
Fundraising Gross Income$240,485
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winston 2019 Ball$771,000$240,485$17,989$222,496
Total Events$771,000$240,485$240,485$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
Audit committee
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 1

“There shall be an executive committee of the board of directors, which shall have the authority to act on behalf of the corporation, subject to the directives and policies of the board of directors, in-between meetings of the board.”

Form 990, Part VI, Section A, Line 3

“The organization pays a monthly administration fee to the association of university programs in health administration to advise on the initial application process and rankings for both the fellowship and scholarship.”

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

“The form 990 is prepared by outside accountants and reviewed by senior management. Board executive committee and finance committee review before being submitted prior to filing with the irs.”

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

“Board members and senior staff will annually disclose and promptly update any disclosures previously made on an annual conflict disclosure questionnaire form provided by the organization. For each interest disclosed, the chairperson of the board, as appropriate, will determine whether the organization should: (a) take no action or (b) disclose the situation more broadly and invite discussion/resolution by the full board of what action to take, or (c) refrain from taking action and otherwise avoid the conflict. In most cases, the broadest disclosure possible is advisable so that decision-makers can make informed decisions that are in the best interests of the organization.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are maintained at the organization's headquarters and are available upon request.”

Filing and Contact Details

Filer

Filer Name
David a Winston Health Policy
EIN
52-1492039
Phone
2025850288
Address
1341 G STREET NW 11TH FLOOR, WASHINGTON, DC 20005

Signing Officer

Name
Kerry Mcateer
Title
Chief Operating Officer
Phone
2025850288
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerry Mcateer
Formed
1986
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
5
Volunteers
14

Preparer

Firm
Cliftonlarsonallen
Address
901 NORTH GLEBE ROAD SUITE 200, ARLINGTON, VA 22203
Preparer
Amy Chapman
Phone
5712279500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fellowship is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The fellowship is not a private foundation. The fellowship has analyzed its tax positions taken for filings with the internal revenue service and state taxing authorities. As of december 31, 2019, it believes that the tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on its financial position, changes in its net assets, or cash flows.”

Raw XML AppendixShowing 400 of 518 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WINSTON FELLOWSHIP PROVIDES A UNIQUE OPPORTUNITY FOR PROMISING STUDENTS TO LEARN ABOUT THE POLITICAL SYSTEM THROUGH DIRECT EXPOSURE TO THE ROLES OF BOTH THE PUBLIC AND PRIVATE SECTORS IN HEALTH POLICY DEVELOPMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0509769
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0111810
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04103205
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04718483
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05125
IRS990/OccupancyGrp/ManagementAndGeneralAmt017625
IRS990/OccupancyGrp/ProgramServicesAmt07250
IRS990/OccupancyGrp/TotalAmt030000
IRS990/OfficeExpensesGrp/FundraisingAmt06460
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01666
IRS990/OfficeExpensesGrp/ProgramServicesAmt010110
IRS990/OfficeExpensesGrp/TotalAmt018236
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0820
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0901
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03845
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05566
IRS990/OtherExpensesGrp/Desc0RECOGNITION
IRS990/OtherExpensesGrp/FundraisingAmt0365
IRS990/OtherExpensesGrp/ProgramServicesAmt0573
IRS990/OtherExpensesGrp/TotalAmt0938
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014052
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015440
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065961
IRS990/OtherSalariesAndWagesGrp/TotalAmt095453
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02393
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02629
IRS990/PayrollTaxesGrp/ProgramServicesAmt011233
IRS990/PayrollTaxesGrp/TotalAmt016255
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017507
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055634
IRS990/PrincipalOfficerNm0KERRY MCATEER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0WINSTON SCHOLARSHIP - THE WINSTON SCHOLARSHIP PROGRAM RECOGNIZES EXCELLENCE AND ACHIEVEMENT FOR STUDENTS IN MASTER'S DEGREE PROGRAMS IN HEALTH ADMINISTRATION, HEALTH POLICY, AND PUBLIC HEALTH BY PROVIDING UP TO TWENTY $10,000 SCHOLARSHIPS PER YEAR. WINSTON SCHOLARS ALSO JOIN A ONE-DAY SYMPOSIUM ON HEALTH POLICY IN WASHINGTON, DC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0210141
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0190000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0492480
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0170000
IRS990/PYInvestmentIncomeAmt0456924
IRS990/PYOtherExpensesAmt0220106
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0250621
IRS990/PYSalariesCompEmpBnftPaidAmt0308677
IRS990/PYTotalExpensesAmt0698783
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0949404
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0503468
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0255656
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0265805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0531465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0492480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0486849
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0436318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0496910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02444022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0183914
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0233923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0223003
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0197293
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0211507
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01049640
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67110
IRS990ScheduleA/PublicSupportPY170Pct00.66270
IRS990ScheduleA/PublicSupportTotal170Amt02344638
IRS990ScheduleA/SubstantialContributorsTotAmt099384
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0496910
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02444022
IRS990ScheduleA/TotalSupportAmt03493662
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt045720
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0525
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02360
IRS990ScheduleD/ExpensesNotReportedAmt045720
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt033195
IRS990ScheduleD/ExpensesSubtotalAmt0688485
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt033195
IRS990ScheduleD/InvestmentExpensesNotIncldAmt033195
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0111810
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05150
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05150
IRS990ScheduleD/RevenueNotReportedAmt0157530
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt033195
IRS990ScheduleD/RevenueSubtotalAmt01191953
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FELLOWSHIP IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FELLOWSHIP IS NOT A PRIVATE FOUNDATION. THE FELLOWSHIP HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. AS OF DECEMBER 31, 2019, IT BELIEVES THAT THE TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL POSITION, CHANGES IN ITS NET ASSETS, OR CASH FLOWS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0721680
IRS990ScheduleD/TotalRevenuePerForm990Amt01225148
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01349483
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0734205
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0530515
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0530515
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0240485
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt05322
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05322

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,193,176
Liabilities
$474,693
Net assets
$4,718,483
Revenue
$1,225,148
Expenses
$721,680
Net income
$503,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.29$4.92$0.96$0.88$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.39$4.62$0.69$0.86$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.15$4.38$0.70$0.83$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.58$0.12$5.46$0.51$0.67$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$1.00$0.67$0.33
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.47$4.72$1.23$0.72$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.39$4.10$0.95$0.70$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.33$4.55$1.00$0.85$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.65$0.44$4.21$0.57$0.55$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.37$4.05$0.69$0.51$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.41$0.37$4.04$0.72$0.40$0.32
2013Summary only. Only limited summary data is available for this year.$4.29$0.56$3.73$0.72$0.44$0.28
2012Summary only. Only limited summary data is available for this year.$3.66$0.54$3.12$0.52$0.41$0.11
2011Summary only. Only limited summary data is available for this year.$3.21$0.45$2.76$0.53$0.35$0.18