Civic Intelligence

Southampton Academy

990 • Fiscal year 2021 • EIN 54-0846894

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 12, 2022

Organization ProfileWWW.SOUTHAMPTONACADEMY.ORG
26495 Old Plank RdCourtland, VA 23837

(757) 653-2512

Siviq Scores

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

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.93x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

17th percentile

-4.0%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$122,417

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

20th percentile

-1.5%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-6.5%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$8,453,598

Down $132,801 (-1.5%) from 2020

Net Assets

Up

$4,860,570

Up $1,300 (+0.0%) from 2020

Liabilities

Down

$3,593,028

Down $134,101 (-3.6%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin17th percentile

Revenue

Down

$3,882,996

Down $270,800 (-6.5%) from 2020

Expenses

Up

$4,040,047

Up $35,260 (+0.9%) from 2020

Net Income

Down

-$157,051

Down $306,060 (-205%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$10M$5.0M$0Assets 2011: $5,953,918Liabilities 2011: $533,266Net Assets 2011: $5,420,6522011Assets 2012: $5,724,156Liabilities 2012: $447,847Net Assets 2012: $5,276,3092012Assets 2013: $5,669,979Liabilities 2013: $436,452Net Assets 2013: $5,233,5272013Assets 2014: $5,812,054Liabilities 2014: $564,119Net Assets 2014: $5,247,9352014Assets 2015: $5,790,202Liabilities 2015: $649,066Net Assets 2015: $5,141,1362015Assets 2016: $5,740,145Liabilities 2016: $994,016Net Assets 2016: $4,746,1292016Assets 2017: $5,946,341Liabilities 2017: $1,109,202Net Assets 2017: $4,837,1392017Assets 2018: $6,160,919Liabilities 2018: $1,349,945Net Assets 2018: $4,810,9742018Assets 2019: $6,619,394Liabilities 2019: $1,926,319Net Assets 2019: $4,693,0752019Assets 2020: $8,586,399Liabilities 2020: $3,727,129Net Assets 2020: $4,859,2702020Assets 2021: $8,453,598Liabilities 2021: $3,593,028Net Assets 2021: $4,860,5702021Assets 2022: $8,383,776Liabilities 2022: $3,272,957Net Assets 2022: $5,110,8192022Assets 2023: $7,748,813Liabilities 2023: $3,068,937Net Assets 2023: $4,679,8762023Assets 2024: $7,903,789Liabilities 2024: $2,637,857Net Assets 2024: $5,265,9322024Assets 2025: $8,839,073Liabilities 2025: $2,075,275Net Assets 2025: $6,763,7982025

Highlighted filing

2021

Assets$8,453,598
Liabilities$3,593,028
Net Assets$4,860,570
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,915,639Expenses 2011: $3,282,455Net Income 2011: -$366,8162011Revenue 2012: $2,731,208Expenses 2012: $2,853,051Net Income 2012: -$121,8432012Revenue 2013: $2,904,932Expenses 2013: $2,729,094Net Income 2013: $175,8382013Revenue 2014: $2,800,621Expenses 2014: $2,888,094Net Income 2014: -$87,4732014Revenue 2015: $3,037,939Expenses 2015: $3,105,557Net Income 2015: -$67,6182015Revenue 2016: $3,242,736Expenses 2016: $3,613,862Net Income 2016: -$371,1262016Revenue 2017: $4,003,313Expenses 2017: $4,001,589Net Income 2017: $1,7242017Revenue 2018: $4,210,778Expenses 2018: $4,212,673Net Income 2018: -$1,8952018Revenue 2019: $4,290,020Expenses 2019: $4,441,859Net Income 2019: -$151,8392019Revenue 2020: $4,153,796Expenses 2020: $4,004,787Net Income 2020: $149,0092020Revenue 2021: $3,882,996Expenses 2021: $4,040,047Net Income 2021: -$157,0512021Revenue 2022: $4,403,573Expenses 2022: $3,973,731Net Income 2022: $429,8422022Revenue 2023: $4,370,112Expenses 2023: $4,651,437Net Income 2023: -$281,3252023Revenue 2024: $4,931,065Expenses 2024: $4,476,836Net Income 2024: $454,2292024Revenue 2025: $6,172,374Expenses 2025: $4,844,055Net Income 2025: $1,328,3192025

Highlighted filing

2021

Revenue$3,882,996
Expenses$4,040,047
Net Income-$157,051
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 12, 2022
Return Version
2020v4.0
Gross Receipts
$4,580,063
Mission and Program Overview

Mission

Southampton academy challenges and encourages each student to learn and grow through academic experiences that combine innovation and tradition with moral and spiritual values in a supportive family environment.

To provide a private educational facility for children grades preschool thru twelfth grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,412,165$6,111,692▼ $300,473
Savings and Temporary Cash Investments$1,111,815$1,208,403▲ $96,588
Investments in Publicly Traded Securities$886,524$1,049,096▲ $162,572
Pledges and Grants Receivable$70,804$53,529▼ $17,275
Accounts Receivable$62,083$19,030▼ $43,053
Inventories for Sale or Use$42,933$11,228▼ $31,705
Cash and Non-Interest-Bearing Accounts$75$620▲ $545
Total Assets$8,586,399$8,453,598▼ $132,801
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,913,298$2,658,562▼ $254,736
Deferred Revenue$640,240$890,682▲ $250,442
Accounts Payable and Accrued Expenses$173,591$43,784▼ $129,807
Total Liabilities$3,727,129$3,593,028▼ $134,101
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,531,013$4,518,719▼ $12,294
Net Assets With Donor Restrictions$328,257$341,851▲ $13,594
Total Net Assets Fund Balance$4,859,270$4,860,570▲ $1,300
Total Liabilities and Net Assets / Fund Balance$8,586,399$8,453,598▼ $132,801

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,517,011$2,616,165$8,133,176
Equipment$258,345$1,431,031$1,689,376
Land$328,894-$328,894
Other Land Buildings$7,442$72,686$80,128

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$854,125-▲ $228,036$70,000$1,001,941
2019$857,104-▲ $41,452$35,000$854,125
2018$740,491-▲ $77,847$47,500$857,104
2017$1,005,134-▲ $104,972$358,000$740,491
2016$952,244-▲ $133,858$70,000$1,005,134
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Scott WasdinFormer HeadmFT$122,417$122,417
Scott WasdinFormer Headmaster-$122,417$122,417

Board Members and Trustees

NameTitle
John P Jones JrChairman
Alice ShafferBoard Member
Davis Rose JrBoard Member
Eric DrakeBoard Member
Harper a ThompsonBoard Member
Jamie WeistBoard Member
Jenny DixonBoard Member
Olivia ClaudBoard Member
Patrick MatthewsBoard Member
William L HoltBoard Member
Winston BrowneBoard Member
Brandon ApplewhiteFinance Chai
Revenue and Support

Revenue Composition

Contributions and Grants
$510,251
Program Service Revenue
$2,817,746
Investment Income
$10,716
Other Revenue
$544,283
All Other Contributions
$510,251
Change in Net Assets
$-157,051

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,872,776
Revenue Not Reported on Financial Statements
$10,220
Revenue Not Reported on Form 990
$158,351
Total Revenue per Audited Statements
$4,031,127
Total Revenue per Form 990
$3,882,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,499,892
Other Expenses$1,346,505
Grants and Similar Amounts Paid$193,650
Total Fundraising Expense$38,857
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,530,651$639,211$33,167$2,203,029
Depreciation Depletion$248,262--$248,262
All Other Expenses$241,609$4,472-$246,081
Grants to Domestic Individuals$193,650--$193,650
Payroll Taxes$113,725$47,358$2,486$163,569
Other Employee Benefits$17,626$115,668-$133,294
Occupancy$100,972--$100,972
Interest-$96,794-$96,794
Other Expenses$68,904$123,266-$68,904
Travel$65,350--$65,350
Insurance$60,127--$60,127
Office Expenses-$27,973-$27,973
Information Technology$20,482--$20,482
Fees for Services Accounting-$17,998-$17,998
Fees for Service Investment Mgmnt Fees-$10,220-$10,220
Payments to Affiliates-$8,229-$8,229
Advertising--$3,204$3,204
Conferences and Meetings-$69-$69
Total Functional Expenses$2,909,932$1,091,258$38,857$4,040,047

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,040,047
Expenses per Audited Statements$4,029,827
Total Expenses per Audited Statements$4,029,827
Expenses Not Reported on Financial Statements$10,220
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,035
Fundraising Direct Expenses$33,812
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Board Fundraise$45,664$45,664$19,068$26,596
Pto Fundraiser$11,371$11,371$14,744$-3,373
Total Events$57,035$57,035$33,812$23,223
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The practice is for the business manager and the chair of the finance committee to look over the 990 and to make the form available at a board meeting for any member of the board to review if they like.”

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

“Conflict of interest statements are handed out each year to be signed and returned by all board members. If one is not returned, the board member is contacted to return his/her statement promptly.”

Form 990, Page 6, Part VI, Line 15A

“The salary for a headmaster is usually originally set during the search for a new headmaster whenever one headmaster leaves and another is hired. The headmaster search committee does inquire as to comparable salaries at other independent schools and then drafts a contract including an agreed upon salary depending upon the qualifications, etc of the new headmaster.”

Form 990, Page 6, Part VI, Line 15B

“There are no other officers or key employees other than the headmaster. All other salaries, including office administrative/business manager salaries are set by the headmaster.”

Form 990, Page 6, Part VI, Line 19

“Southampton academy has available upon request their governing documents. If an individual wishes to see a document, they are to request this from the business manager.”

Filing and Contact Details

Filer

Filer Name
Southampton Academy
EIN
54-0846894
Phone
7576532512
Address
26495 OLD PLANK RD, COURTLAND, VA 23837

Signing Officer

Name
John P Jones Jr
Title
Chairman
Phone
7576532512
Signed
2022-01-12

Organization Details

Principal Officer
John P Jones Jr
Formed
1966
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
105
Volunteers
50

Preparer

Firm
Barnes Brock Cornwell & Painter Plc
Address
PO BOX 237, WINDSOR, VA 23487
Preparer
Adam C Bryant CPA
Phone
7572429271
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Southampton academy has volunteers throughout the year, mainly in fundraising capacities, parent-teacher organization activities, concession stand workers and gate receipt collectors at athletic functions. Due to the nature of being a private school, parents of students will often volunteer their time in different capacities.”

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IRS990/FundraisingDirectExpensesAmt033812
IRS990/FundraisingGrossIncomeAmt057035
IRS990/GainOrLossGrp/OtherAmt0-77992
IRS990/GainOrLossGrp/SecuritiesAmt070550
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0193650
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0193650
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0193650
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0true
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0225000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0430813
IRS990/GrossReceiptsAmt04580063
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt020482
IRS990/InformationTechnologyGrp/TotalAmt020482
IRS990/InsuranceGrp/ProgramServicesAmt060127
IRS990/InsuranceGrp/TotalAmt060127
IRS990/InterestGrp/ManagementAndGeneralAmt096794
IRS990/InterestGrp/TotalAmt096794
IRS990/InventoriesForSaleOrUseGrp/BOYAmt042933
IRS990/InventoriesForSaleOrUseGrp/EOYAmt011228
IRS990/InvestmentIncomeGrp/ExclusionAmt018158
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018158
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0886524
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01049096
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04119882
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06412165
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06111692
IRS990/LandBldgEquipCostOrOtherBssAmt010231574
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0302992
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0360263
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A PRIVATE EDUCATIONAL FACILITY FOR CHILDREN GRADES PRESCHOOL THRU TWELFTH GRADE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02913298
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02658562
IRS990/NetAssetsOrFundBalancesBOYAmt04859270
IRS990/NetAssetsOrFundBalancesEOYAmt04860570
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-7442
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7442
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt023223
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt023223
IRS990/NetUnrlzdGainsLossesInvstAmt0158351
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04531013
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04518719
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0100972
IRS990/OccupancyGrp/TotalAmt0100972
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027973
IRS990/OfficeExpensesGrp/TotalAmt027973
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0115668
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017626
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0133294
IRS990/OtherExpensesGrp/Desc0PLANT MAINTENANCE
IRS990/OtherExpensesGrp/Desc1HEADMASTER SEARCH
IRS990/OtherExpensesGrp/Desc2CAFETERIA EXPENSES
IRS990/OtherExpensesGrp/Desc3STUDENT ACCOUNTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0123266
IRS990/OtherExpensesGrp/ProgramServicesAmt0179356
IRS990/OtherExpensesGrp/ProgramServicesAmt169218
IRS990/OtherExpensesGrp/ProgramServicesAmt268904
IRS990/OtherExpensesGrp/TotalAmt0179356
IRS990/OtherExpensesGrp/TotalAmt1123266
IRS990/OtherExpensesGrp/TotalAmt269218
IRS990/OtherExpensesGrp/TotalAmt368904
IRS990/OtherRevenueMiscGrp/Desc0SBA PPP LOAN FORGIVEN
IRS990/OtherRevenueMiscGrp/Desc1OTHER MISC SOURCES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0516900
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14160
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0516900
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14160
IRS990/OtherRevenueTotalAmt0521060
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033167
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0639211
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01530651
IRS990/OtherSalariesAndWagesGrp/TotalAmt02203029
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt08229
IRS990/PaymentsToAffiliatesGrp/TotalAmt08229
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02486
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt047358
IRS990/PayrollTaxesGrp/ProgramServicesAmt0113725
IRS990/PayrollTaxesGrp/TotalAmt0163569
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt070804
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt053529
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN P JONES JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILIARY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02516505
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1301241
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02516505
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1301241
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0569652
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0201530
IRS990/PYInvestmentIncomeAmt031142
IRS990/PYOtherExpensesAmt01116036
IRS990/PYOtherRevenueAmt0127994
IRS990/PYProgramServiceRevenueAmt03425008
IRS990/PYRevenuesLessExpensesAmt0149009
IRS990/PYSalariesCompEmpBnftPaidAmt02687221
IRS990/PYTotalExpensesAmt04004787
IRS990/PYTotalRevenueAmt04153796
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-157051
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02816874
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01111815
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01208403
IRS990ScheduleA/SchoolInd0X
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/BuildingsGrp/BookValueAmt05517011
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02616165
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08133176
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010220
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0854125
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01001941
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0228036
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt070000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09431
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0857104
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0854125
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041452
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt035000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08734
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0740491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0857104
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt077847
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt047500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt011615
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01005134
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0740491
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0104972
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0358000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt010968
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0952244
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01005134
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0133858
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt070000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0258345
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01431031
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01689376
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010220
IRS990ScheduleD/ExpensesSubtotalAmt04029827
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010220
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010220
IRS990ScheduleD/LandGrp/BookValueAmt0328894
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0328894
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0158351
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07442
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt072686
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt080128
IRS990ScheduleD/RevenueNotReportedAmt0158351
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010220
IRS990ScheduleD/RevenueSubtotalAmt03872776
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06111692
IRS990ScheduleD/TotalExpensesPerForm990Amt04040047
IRS990ScheduleD/TotalRevenuePerForm990Amt03882996
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04031127
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04029827
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false

Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,453,598
Liabilities
$3,593,028
Net assets
$4,860,570
Revenue
$3,882,996
Expenses
$4,040,047
Net income
-$157,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.84$2.08$6.76$6.17$4.84$1.33
2024Detailed filing. Detailed filing data is available for this year.$7.90$2.64$5.27$4.93$4.48$0.45
2023Detailed filing. Detailed filing data is available for this year.$7.75$3.07$4.68$4.37$4.65$0.28
2022Detailed filing. Detailed filing data is available for this year.$8.38$3.27$5.11$4.40$3.97$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.45$3.59$4.86$3.88$4.04$0.16
2020Detailed filing. Detailed filing data is available for this year.$8.59$3.73$4.86$4.15$4.00$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.62$1.93$4.69$4.29$4.44$0.15
2018Summary only. Only limited summary data is available for this year.$6.16$1.35$4.81$4.21$4.21$0.00
2017Summary only. Only limited summary data is available for this year.$5.95$1.11$4.84$4.00$4.00$0.00
2016Summary only. Only limited summary data is available for this year.$5.74$0.99$4.75$3.24$3.61$0.37
2015Summary only. Only limited summary data is available for this year.$5.79$0.65$5.14$3.04$3.11$0.07
2014Summary only. Only limited summary data is available for this year.$5.81$0.56$5.25$2.80$2.89$0.09
2013Summary only. Only limited summary data is available for this year.$5.67$0.44$5.23$2.90$2.73$0.18
2012Summary only. Only limited summary data is available for this year.$5.72$0.45$5.28$2.73$2.85$0.12
2011Summary only. Only limited summary data is available for this year.$5.95$0.53$5.42$2.92$3.28$0.37