Civic Intelligence

Patricia and Mark Joseph Shelter Foundation Inc.

990 • Fiscal year 2017 • EIN 52-1738992

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 08, 2018

Organization ProfileN/A

View Organization Page

111 S Calvert Street No 2700Baltimore, MD 21202

(410) 962-0595

Siviq Scores

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

Liabilities / Assets

49th percentile

0.29x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.99x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

339%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$52,039,122

Up $7,030,725 (+16%) from 2016

Net Assets

Up

$36,919,077

Up $11,253,267 (+44%) from 2016

Liabilities

Down

$15,120,045

Down $4,222,542 (-22%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin91st percentile

Revenue

Up

$15,274,723

Up $11,796,090 (+339%) from 2016

Expenses

Down

$7,931,052

Down $5,644,979 (-42%) from 2016

Net Income

Up

$7,343,671

Up $17,441,069 (+173%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$60M$40M$20M$0Assets 2010: $33,062,095Liabilities 2010: $11,791,701Net Assets 2010: $21,270,3942010Assets 2011: $32,863,907Liabilities 2011: $11,569,421Net Assets 2011: $21,294,4862011Assets 2012: $33,974,638Liabilities 2012: $11,036,629Net Assets 2012: $22,938,0092012Assets 2013: $36,529,657Liabilities 2013: $12,042,928Net Assets 2013: $24,486,7292013Assets 2014: $37,672,083Liabilities 2014: $12,320,211Net Assets 2014: $25,351,8722014Assets 2015: $46,449,772Liabilities 2015: $12,049,979Net Assets 2015: $34,399,7932015Assets 2016: $45,008,397Liabilities 2016: $19,342,587Net Assets 2016: $25,665,8102016Assets 2017: $52,039,122Liabilities 2017: $15,120,045Net Assets 2017: $36,919,0772017Assets 2018: $45,763,578Liabilities 2018: $13,150,197Net Assets 2018: $32,613,3812018Assets 2019: $47,034,723Liabilities 2019: $11,927,175Net Assets 2019: $35,107,5482019Assets 2020: $48,601,554Liabilities 2020: $10,465,870Net Assets 2020: $38,135,6842020Assets 2021: $50,852,875Liabilities 2021: $9,560,386Net Assets 2021: $41,292,4892021Assets 2022: $42,394,224Liabilities 2022: $8,574,301Net Assets 2022: $33,819,9232022Assets 2023: $43,918,473Liabilities 2023: $8,912,153Net Assets 2023: $35,006,3202023Assets 2024: $47,118,575Liabilities 2024: $8,512,255Net Assets 2024: $38,606,3202024

Highlighted filing

2017

Assets$52,039,122
Liabilities$15,120,045
Net Assets$36,919,077
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$20M$10M$0-$10M-$20MExpenses 2010: $2,807,9532010Expenses 2011: $3,094,2782011Expenses 2012: $2,991,5332012Revenue 2013: $4,008,128Expenses 2013: $3,339,849Net Income 2013: $668,2792013Revenue 2014: $4,425,156Expenses 2014: $3,486,006Net Income 2014: $939,1502014Revenue 2015: $15,959,646Expenses 2015: $6,038,527Net Income 2015: $9,921,1192015Revenue 2016: $3,478,633Expenses 2016: $13,576,031Net Income 2016: -$10,097,3982016Revenue 2017: $15,274,723Expenses 2017: $7,931,052Net Income 2017: $7,343,6712017Revenue 2018: $4,526,517Expenses 2018: $5,539,192Net Income 2018: -$1,012,6752018Revenue 2019: $4,187,180Expenses 2019: $5,637,133Net Income 2019: -$1,449,9532019Revenue 2020: $3,933,057Expenses 2020: $3,825,066Net Income 2020: $107,9912020Revenue 2021: $6,368,087Expenses 2021: $4,473,434Net Income 2021: $1,894,6532021Revenue 2022: $4,227,120Expenses 2022: $4,881,819Net Income 2022: -$654,6992022Revenue 2023: $4,298,469Expenses 2023: $6,978,945Net Income 2023: -$2,680,4762023Revenue 2024: $5,530,967Expenses 2024: $5,167,218Net Income 2024: $363,7492024

Highlighted filing

2017

Revenue$15,274,723
Expenses$7,931,052
Net Income$7,343,671
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 8, 2018
Return Version
2017v2.3
Gross Receipts
$23,896,932
Mission and Program Overview

Mission

To provide housing, including owning, investing in and operating rental housing projects and all related amenities to benefit homeless persons, the elderly and persons of low or moderate income; to educate the public about housing needs; to provide education and training in housing management and related services; and to operate programs which aid distressed urban areas.

To provide affordable housing to persons of low and moderate income and to make grants to nonprofit organizations and agencies that address the needs of children, the elderly and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,048,824$37,969,570▲ $5,920,746
Land, Buildings, and Equipment, Net$6,186,993$5,918,535▼ $268,458
Savings and Temporary Cash Investments$2,647,568$4,608,802▲ $1,961,234
Accounts Receivable$8,298$1,930,367▲ $1,922,069
Cash and Non-Interest-Bearing Accounts$628,208$715,988▲ $87,780
Prepaid Expenses and Deferred Charges$164,313$144,219▼ $20,094
Investments Other Securities$59,375$53,344▼ $6,031
Other Notes and Loans Receivable, Net$2,355,300$42,903▼ $2,312,397
Total Assets$45,008,397$52,039,122▲ $7,030,725
Other Assets Total$909,518$655,394▼ $254,124
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,088,094$7,824,503▼ $2,263,591
Grants Payable$8,279,800$6,490,130▼ $1,789,670
Other Liabilities$868,283$607,364▼ $260,919
Accounts Payable and Accrued Expenses$102,956$195,239▲ $92,283
Deferred Revenue$3,454$2,809▼ $645
Total Liabilities$19,342,587$15,120,045▼ $4,222,542
Net Assets / Fund Balance
Unrestricted Net Assets$25,665,810$36,919,077▲ $11,253,267
Total Net Assets Fund Balance$25,665,810$36,919,077▲ $11,253,267
Total Liabilities and Net Assets / Fund Balance$45,008,397$52,039,122▲ $7,030,725

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,079,906$6,225,682$11,305,588
Land$750,000-$750,000
Other Land Buildings$88,629$244,282$332,911
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Patricia H JosephChairperson
Mark K JosephPresident/treasurer
Cara S WeimanVice-president
Jessica K JosephVice-president
Marilynn K DukerVice-president
Jonathan D EisnerDirector
Patricia P BaumDirector
Shale D StillerDirector
Tracey R TizardAssistant Secretary
Robert C Embry JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,539,112
Investment Income
$12,714,343
Other Revenue
$21,268
Change in Net Assets
$7,343,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,485,545
Revenue Not Reported on Financial Statements
$11,789,178
Revenue Not Reported on Form 990
$21,694,741
Other Revenue Adjustments
$11,789,178
Total Revenue per Audited Statements
$25,180,286
Total Revenue per Form 990
$15,274,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,576,090
Other Expenses$2,354,962
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,576,090--$5,576,090
Interest$503,809--$503,809
Fees for Services Other$370,055$43,900-$413,955
Office Expenses$361,543$996-$362,539
Depreciation Depletion$307,859--$307,859
Occupancy$128,259--$128,259
Fees for Services Management-$81,214-$81,214
Fees for Services Accounting-$48,772-$48,772
Fees for Services Legal$22,603$1,702-$24,305
Other Expenses$14,386$16,363-$14,386
Fees for Service Investment Mgmnt Fees$11,150--$11,150
Insurance-$7,587-$7,587
Fees for Services Lobbying-$1,138-$1,138
Total Functional Expenses$7,720,184$210,868$0$7,931,052

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,079,606
Expenses per Audited Statements$7,931,052
Total Expenses per Form 990$7,931,052
Expenses Not Reported on Form 990$7,148,554
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ThreadBaltimore, MD501(c)(3)Contribution$2,842,500
Teach for AmericaBaltimore, MD501(c)(3)Contribution$966,250
The AssociatedBaltimore, MD501(c)(3)Contribution$305,000
Eutaw Place Non ProfitBaltimore, MD501(c)(3)Contribution$290,000
University of Baltimore FoundationBaltimore, MD501(c)(3)Contribution$180,000
Living Classroom FoundationBaltimore, MD501(c)(3)Contribution$100,000
Strong City BaltimoreBaltimore, MD501(c)(3)Contribution$100,000
Johns Hopkins UniversityBaltimore, MD501(c)(3)Contribution$97,600
Center for Urban FamiliesBaltimore, MD501(c)(3)Contribution$96,625
BALTIMORE'S PROMISEBaltimore, MD501(c)(3)Contribution$73,875
Baltimore Symphony Orchestra IncBaltimore, MD501(c)(3)Contribution$50,000
Brown UniversityProvidence, RI501(c)(3)Contribution$50,000
Kipp BaltimoreBaltimore, MD501(c)(3)Contribution$50,000
The Gil Sandler Fund IncBaltimore, MD501(c)(3)Contribution$50,000
The Producers Club of Maryland IncBaltimore, MD501(c)(3)Contribution$50,000
Associated Black Charities IncBaltimore, MD501(c)(3)Contribution$16,000
Association of Baltimore Area GrantmakersBaltimore, MD501(c)(3)Contribution$15,302
Baltimore Homecoming IncBaltimore, MD501(c)(3)Contribution$15,000
Baltimore Leadership School for Young WomenBaltimore, MD501(c)(3)Contribution$15,000
Enoch Pratt Free LibraryBaltimore, MD501(c)(3)Contribution$15,000
Everyman TheatreBaltimore, MD501(c)(3)Contribution$15,000
Maryland Food BankBaltimore, MD501(c)(3)Contribution$15,000
Center StageBaltimore, MD501(c)(3)Contribution$14,500
Catholic CharitiesTimonium, MD501(c)(3)Contribution$12,500
Kennedy Krieger InstituteBaltimore, MD501(c)(3)Contribution$12,100
Baltimore Museum of ArtBaltimore, MD501(c)(3)Contribution$10,000
Baltimore School for the Arts FoundationBaltimore, MD501(c)(3)Contribution$10,000
Collegebound FoundationBaltimore, MD501(c)(3)Contribution$10,000
Mentoring Mentors IncRandallstown, MD501(c)(3)Contribution$8,961
Arts Education in Maryland Schools AllianceBaltimore, MD501(c)(3)Contribution$7,500
Trf Dp (rebuild Metro Inc)Baltimore, MD501(c)(3)Contribution$7,097
The Lyric Foundation IncBaltimore, MD501(c)(3)Contribution$7,000
Baltimore Community FoundationBaltimore, MD501(c)(3)Contribution$6,150
Mpt Foundation IncOwings Mills, MD501(c)(3)Contribution$6,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Taxes Payable$514,801
Security Deposit Liability$51,091
Accrued Interest Payable$41,472
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Mark joseph and patricia joseph are husband and wife cara weiman and jessica joseph are the daughters of mark and patricia joseph.”

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

“The form 990 is prepared by an independent outside accountant of the foundation. Once prepared, the president and chairperson review form 990 before filing with the irs.”

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

“The president and chairperson of the foundation monitor all transactions for conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The foundation does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Shelter Foundation Inc
EIN
52-1738992
Phone
4109620595
Address
111 S CALVERT STREET NO 2700, BALTIMORE, MD 21202

Signing Officer

Name
Mark K Joseph
Title
President
Phone
4109620595
Signed
2018-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark K Joseph
Formed
1988
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Rsm US Llp
Address
9737 WASHINGTONIAN BLVD 400, GAITHERSBURG, MD 20878
Preparer
William E Turco CPA
Phone
3012963600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is generally exempt from federal and state income taxes under the provisions of section 501(c)(3) of the internal revenue code. However, the foundation is subject to income taxes on unrelated business income as defined by the internal revenue service. During the year ended december 31, 2017, the foundation had no taxable unrelated business income and, accordingly, no provision for income taxes was required in the accompanying consolidated financial statements. Management evaluated the foundation's tax positions and concluded that the foundation has taken no uncertain tax positions that require adjustment to the consolidated financial statements. The foundation files income tax returns in the u.s. Federal jurisdiction. Generally, the foundation is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for the years before 2014.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Related entity revenue recorded in consolidated financial statements 18,917,945.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Contribution included in part viii, line 1f 11,789,178.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Related entity expenses recorded in consolidated financial statements 7,148,554.”

Raw XML AppendixShowing 400 of 911 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/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSISTANT SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt011249730
IRS990/GainOrLossGrp/SecuritiesAmt0626246
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt05576090
IRS990/GrantsPayableGrp/BOYAmt08279800
IRS990/GrantsPayableGrp/EOYAmt06490130
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05576090
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05576090
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt011299730
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09198455
IRS990/GrossReceiptsAmt023896932
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07587
IRS990/InsuranceGrp/TotalAmt07587
IRS990/InterestGrp/ProgramServicesAmt0503809
IRS990/InterestGrp/TotalAmt0503809
IRS990/InvestmentIncomeGrp/ExclusionAmt0838367
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0838367
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt059375
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt053344
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032048824
IRS990/InvestmentsPubTradedSecGrp/EOYAmt037969570
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06469964
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06186993
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05918535
IRS990/LandBldgEquipCostOrOtherBssAmt012388499
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt050000
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08572209
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HOUSING, INCLUDING OWNING, INVESTING IN AND OPERATING RENTAL HOUSING PROJECTS AND ALL RELATED AMENITIES TO BENEFIT HOMELESS PERSONS, THE ELDERLY AND PERSONS OF LOW OR MODERATE INCOME; TO EDUCATE THE PUBLIC ABOUT HOUSING NEEDS; TO PROVIDE EDUCATION AND TRAINING IN HOUSING MANAGEMENT AND RELATED SERVICES; AND TO OPERATE PROGRAMS WHICH AID DISTRESSED URBAN AREAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010088094
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07824503
IRS990/NetAssetsOrFundBalancesBOYAmt025665810
IRS990/NetAssetsOrFundBalancesEOYAmt036919077
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011875976
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011875976
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02776796
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0128259
IRS990/OccupancyGrp/TotalAmt0128259
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0996
IRS990/OfficeExpensesGrp/ProgramServicesAmt0361543
IRS990/OfficeExpensesGrp/TotalAmt0362539
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0909518
IRS990/OtherAssetsTotalGrp/EOYAmt0655394
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OPERATIONS & MAINTENANC
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES
IRS990/OtherExpensesGrp/Desc3AMORTIZATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09196
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116363
IRS990/OtherExpensesGrp/ProgramServicesAmt0376799
IRS990/OtherExpensesGrp/ProgramServicesAmt147631
IRS990/OtherExpensesGrp/ProgramServicesAmt214386
IRS990/OtherExpensesGrp/TotalAmt0376799
IRS990/OtherExpensesGrp/TotalAmt156827
IRS990/OtherExpensesGrp/TotalAmt216363
IRS990/OtherExpensesGrp/TotalAmt314386
IRS990/OtherLiabilitiesGrp/BOYAmt0868283
IRS990/OtherLiabilitiesGrp/EOYAmt0607364
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt021268
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021268
IRS990/OtherRevenueTotalAmt021268
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02355300
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt042903
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0164313
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0144219
IRS990/PrincipalOfficerNm0MARK K JOSEPH
IRS990/PriorPeriodAdjustmentsAmt01132800
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02539112
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02539112
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt011214623
IRS990/PYInvestmentIncomeAmt0535334
IRS990/PYOtherExpensesAmt02361408
IRS990/PYOtherRevenueAmt0397926
IRS990/PYProgramServiceRevenueAmt02545373
IRS990/PYRevenuesLessExpensesAmt0-10097398
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt013576031
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03478633
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07343671
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02560380
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02647568
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04608802
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0838367
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0744800
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0423828
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0432592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0222676
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02662263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02560380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02943299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03897947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03714235
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03295930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016411791
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0838367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0744800
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0423828
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0432592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0222676
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02662263
IRS990ScheduleA/InvestmentIncomeCYPct00.13960
IRS990ScheduleA/InvestmentIncomePYPct00.11970
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86040
IRS990ScheduleA/PublicSupportPY509Pct00.88030
IRS990ScheduleA/PublicSupportTotal509Amt016411791
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02560380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02943299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03897947
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03714235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03295930
IRS990ScheduleA/Total509Grp/TotalAmt016411791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03398747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03688099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04321775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04146827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03518606
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019074054
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05079906
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06225682
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011305588
IRS990ScheduleD/ExpensesNotReportedAmt07148554
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07931052
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0750000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0750000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02776796
IRS990ScheduleD/OtherExpensesIncludedAmt07148554
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt088629
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0244282
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0332911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041472
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt151091
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2514801
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSIT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2TAXES PAYABLE
IRS990ScheduleD/OtherRevenueAmt018917945
IRS990ScheduleD/OtherRevenuesNotIncludedAmt011789178
IRS990ScheduleD/RevenueNotReportedAmt021694741
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011789178
IRS990ScheduleD/RevenueSubtotalAmt03485545
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED DECEMBER 31, 2017, THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RELATED ENTITY REVENUE RECORDED IN CONSOLIDATED FINANCIAL STATEMENTS 18,917,945.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CONTRIBUTION INCLUDED IN PART VIII, LINE 1F 11,789,178.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RELATED ENTITY EXPENSES RECORDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,148,554.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05918535
IRS990ScheduleD/TotalExpensesPerForm990Amt07931052
IRS990ScheduleD/TotalLiabilityAmt0607364
IRS990ScheduleD/TotalRevenuePerForm990Amt015274723
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt025180286
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015079606
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt116000
IRS990ScheduleI/RecipientTable/CashGrantAmt215302
IRS990ScheduleI/RecipientTable/CashGrantAmt36150
IRS990ScheduleI/RecipientTable/CashGrantAmt4100000
IRS990ScheduleI/RecipientTable/CashGrantAmt515000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt950000
IRS990ScheduleI/RecipientTable/CashGrantAmt1073875
IRS990ScheduleI/RecipientTable/CashGrantAmt1150000
IRS990ScheduleI/RecipientTable/CashGrantAmt1296625
IRS990ScheduleI/RecipientTable/CashGrantAmt1314500
IRS990ScheduleI/RecipientTable/CashGrantAmt1410000
IRS990ScheduleI/RecipientTable/CashGrantAmt1515000
IRS990ScheduleI/RecipientTable/CashGrantAmt16290000
IRS990ScheduleI/RecipientTable/CashGrantAmt1715000
IRS990ScheduleI/RecipientTable/CashGrantAmt1897600
IRS990ScheduleI/RecipientTable/CashGrantAmt1912100
IRS990ScheduleI/RecipientTable/CashGrantAmt2050000

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,039,122
Liabilities
$15,120,045
Net assets
$36,919,077
Revenue
$15,274,723
Expenses
$7,931,052
Net income
$7,343,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$8.51$38.6$5.53$5.17$0.36
2023Detailed filing. Detailed filing data is available for this year.$43.9$8.91$35.0$4.30$6.98$2.68
2022Detailed filing. Detailed filing data is available for this year.$42.4$8.57$33.8$4.23$4.88$0.65
2021Detailed filing. Detailed filing data is available for this year.$50.9$9.56$41.3$6.37$4.47$1.89
2020Detailed filing. Detailed filing data is available for this year.$48.6$10.5$38.1$3.93$3.83$0.11
2019Detailed filing. Detailed filing data is available for this year.$47.0$11.9$35.1$4.19$5.64$1.45
2018Summary only. Only limited summary data is available for this year.$45.8$13.2$32.6$4.53$5.54$1.01
2017Detailed filing. Detailed filing data is available for this year.$52.0$15.1$36.9$15.3$7.93$7.34
2016Detailed filing. Detailed filing data is available for this year.$45.0$19.3$25.7$3.48$13.6$10.1
2015Detailed filing. Detailed filing data is available for this year.$46.4$12.0$34.4$16.0$6.04$9.92
2014Detailed filing. Detailed filing data is available for this year.$37.7$12.3$25.4$4.43$3.49$0.94
2013Detailed filing. Detailed filing data is available for this year.$36.5$12.0$24.5$4.01$3.34$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$11.0$22.9$2.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$11.6$21.3$3.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$11.8$21.3$2.81