Civic Intelligence

Community Foundation for Loudoun and Northern Fauquier Counties

990 • Fiscal year 2016 • EIN 54-1950727

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 22, 2017

Organization ProfileCOMMUNITYFOUNDATIONLF.ORG
PO Box 342Leesburg, VA 20176

(703) 779-3505

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.11x

Higher debt load relative to assets than 52% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.29x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

81st percentile

22%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

54th percentile

$70,500

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

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

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$3,439,022

Up $461,237 (+15%) from 2015

Net Assets

Up

$3,059,705

Up $429,586 (+16%) from 2015

Liabilities

Up

$379,317

Up $31,651 (+9.1%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin81st percentile

Revenue

Down

$1,312,637

Down $214,672 (-14%) from 2015

Expenses

Up

$1,024,307

Up $256,884 (+33%) from 2015

Net Income

Down

$288,330

Down $471,556 (-62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2010: $923,565Liabilities 2010: $157,133Net Assets 2010: $766,4322010Assets 2011: $1,058,777Liabilities 2011: $209,586Net Assets 2011: $849,1912011Assets 2012: $1,358,450Liabilities 2012: $330,298Net Assets 2012: $1,028,1522012Assets 2013: $2,004,119Liabilities 2013: $402,097Net Assets 2013: $1,602,0222013Assets 2014: $2,370,186Liabilities 2014: $367,575Net Assets 2014: $2,002,6112014Assets 2015: $2,977,785Liabilities 2015: $347,666Net Assets 2015: $2,630,1192015Assets 2016: $3,439,022Liabilities 2016: $379,317Net Assets 2016: $3,059,7052016Assets 2017: $4,642,240Liabilities 2017: $434,678Net Assets 2017: $4,207,5622017Assets 2018: $5,930,188Liabilities 2018: $412,977Net Assets 2018: $5,517,2112018Assets 2019: $8,569,653Liabilities 2019: $463,857Net Assets 2019: $8,105,7962019Assets 2020: $10,066,502Liabilities 2020: $535,142Net Assets 2020: $9,531,3602020Assets 2021: $11,769,210Liabilities 2021: $599,602Net Assets 2021: $11,169,6082021Assets 2022: $10,569,449Liabilities 2022: $1,157,596Net Assets 2022: $9,411,8532022Assets 2023: $11,776,433Liabilities 2023: $1,126,231Net Assets 2023: $10,650,2022023Assets 2024: $13,331,663Liabilities 2024: $1,124,423Net Assets 2024: $12,207,2402024

Highlighted filing

2016

Assets$3,439,022
Liabilities$379,317
Net Assets$3,059,705
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $194,3262010Revenue 2011: $375,394Expenses 2011: $288,653Net Income 2011: $86,7412011Expenses 2012: $273,6382012Revenue 2013: $1,254,968Expenses 2013: $775,001Net Income 2013: $479,9672013Revenue 2014: $1,485,604Expenses 2014: $1,086,804Net Income 2014: $398,8002014Revenue 2015: $1,527,309Expenses 2015: $767,423Net Income 2015: $759,8862015Revenue 2016: $1,312,637Expenses 2016: $1,024,307Net Income 2016: $288,3302016Revenue 2017: $2,165,991Expenses 2017: $1,248,827Net Income 2017: $917,1642017Revenue 2018: $3,317,303Expenses 2018: $1,456,096Net Income 2018: $1,861,2072018Revenue 2019: $3,818,093Expenses 2019: $1,847,714Net Income 2019: $1,970,3792019Revenue 2020: $3,841,205Expenses 2020: $2,995,707Net Income 2020: $845,4982020Revenue 2021: $3,550,320Expenses 2021: $2,768,918Net Income 2021: $781,4022021Revenue 2022: $3,492,308Expenses 2022: $3,547,389Net Income 2022: -$55,0812022Revenue 2023: $3,297,053Expenses 2023: $2,668,798Net Income 2023: $628,2552023Revenue 2024: $4,369,050Expenses 2024: $3,216,347Net Income 2024: $1,152,7032024

Highlighted filing

2016

Revenue$1,312,637
Expenses$1,024,307
Net Income$288,330
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 22, 2017
Return Version
2016v3.0
Gross Receipts
$1,475,498
Mission and Program Overview

Mission

To foster a community of grantmakers, promote strategic local leadership, and invest in partnerships for the benefit of the community of loudoun and northern fauquier.

Cf supports charitable, literary & educational programs in northern region of va.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,018,551$2,050,663▲ $32,112
Savings and Temporary Cash Investments$858,862$1,243,607▲ $384,745
Pledges and Grants Receivable$80,000$141,813▲ $61,813
Prepaid Expenses and Deferred Charges$20,372$2,939▼ $17,433
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,977,785$3,439,022▲ $461,237
Liabilities
Other Liabilities$341,828$371,864▲ $30,036
Accounts Payable and Accrued Expenses$5,838$7,453▲ $1,615
Total Liabilities$347,666$379,317▲ $31,651
Net Assets / Fund Balance
Unrestricted Net Assets$2,563,378$2,917,704▲ $354,326
Temporarily Rstr Net Assets$66,741$142,001▲ $75,260
Total Net Assets Fund Balance$2,630,119$3,059,705▲ $429,586
Total Liabilities and Net Assets / Fund Balance$2,977,785$3,439,022▲ $461,237

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,890$1,890
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amy OwenExecutive DirectorFT$70,500$70,500

Board Members and Trustees

NameTitle
Kristen LanghornePresident
Angela BenderVice President
Andy JohnstonDirector
Connie MooreDirector
David HathawayDirector
Katherine ArmfieldDirector
Lisa KimballDirector
Matthew DurhamDirector
Paul SikerDirector
Tracey WhiteDirector
Teresa MinchewSecretary
Sohaib TayyabTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,194,138
Program Service Revenue
$0
Investment Income
$13,854
Other Revenue
$104,645
All Other Contributions
$1,194,138
Change in Net Assets
$288,330

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,295,137
Revenue Not Reported on Financial Statements
$17,500
Revenue Not Reported on Form 990
$193,332
Other Revenue Adjustments
$17,500
Total Revenue per Audited Statements
$1,488,469
Total Revenue per Form 990
$1,312,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$640,427
Other Expenses$241,166
Salaries, Compensation, and Employee Benefits$142,714
Total Fundraising Expense$11,881
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$640,427--$640,427
Current Officers, Directors, Trustees, and Key Employees$63,450$3,525$3,525$70,500
Other Salaries and Wages$55,869$3,104$3,104$62,077
All Other Expenses$18,078$755$2,943$21,776
Fees for Services Accounting-$20,280-$20,280
Fees for Services Other$19,494--$19,494
Payroll Taxes$9,123$507$507$10,137
Office Expenses$9,031$501$501$10,033
Other Expenses$7,448$414$414$8,276
Conferences and Meetings$7,081--$7,081
Insurance$1,585$1,117$74$2,776
Travel$237--$237
Interest-$72-$72
Total Functional Expenses$981,338$31,088$11,881$1,024,307

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,058,883
Total Expenses per Form 990$1,024,307
Expenses per Audited Statements$1,011,368
Expenses Not Reported on Form 990$47,515
Expenses Not Reported on Financial Statements$12,939
Other Expense Adjustments$12,939
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Loudoun Education FoundationLeesburg, VA501(c)(3)Youth Hunger Backpack Coalition$65,468
Loudoun Hunger ReliefLeesburg, VA501(c)(3)Food Support for Loudoun Families$60,877
Childrens Research InstituteWashington, DC501(c)(3)General Support$55,000
A Place to Be Music TherapyLeesburg, VA501(c)(3)General Support$49,295
Healthworks - Loudoun Community Health CenterLeesburg, VA501(c)(3)General Support$44,479
LawsLeesburg, VA501(c)(3)General Support$43,988
All Ages Read TogetherLeesburg, VA501(c)(3)Summer Reading Program$33,409
The Cure Starts NowLeesburg, VA501(c)(3)General Support$25,000
Loudoun Volunteer CaregiversLeesburg, VA501(c)(3)General Support$23,250
Loudoun Literacy CouncilLeesburg, VA501(c)(3)General Support$16,827
Windy Hill FoundationLeesburg, VA501(c)(3)General Support$12,638
Loudoun Free ClinicLeesburg, VA501(c)(3)General Support$11,811
Friends of Loudoun County Mental HealthLeesburg, VA501(c)(3)General Support$10,457
Loudoun Habitat for HumanityLeesburg, VA501(c)(3)General Support$10,455
Inmed Partnership for ChildrenSterling, VA501(c)(3)General Support$10,131
Loudoun YouthLeesburg, VA501(c)(3)General Support$10,000
Loudoun Chamber of CommerceLeesburg, VA501(c)(3)General Support$7,500
National Center for Children and FamiliesLeesburg, VA501(c)(3)General Support$7,500
Mobile Hope AssociationLeesburg, VA501(c)(3)General Support$7,347
Scan of Northern VaLeesburg, VA501(c)(3)General Support$7,000
Legacy Farms VirginiaLeesburg, VA501(c)(3)General Support$5,565
Loudoun Wildlife ConservancyLeesburg, VA501(c)(3)General Support$5,047
Loudoun County Public LibraryLeesburg, VA501(c)(3)General Support$5,000
Nami VirginiaLeesburg, VA501(c)(3)General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$192,643
Fundraising Direct Expenses$131,552
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Smashing Walnuts$192,643$192,643$131,552$61,091
Total Events$192,643$192,643$131,552$61,091
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowment Funds$371,864
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The full board of directors reviews the form 990 each year before irs submission.”

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

“The code of conduct policy states that each director, principal officer, staff member and member of a committee with governing board- delegated powers, shall annually sign a conflict of interest statement. Conflicts of interest are duly noted in board minutes, including abstentions and recusals.”

Form 990, Part VI, Section B, Line 15A

“The executive group consisting of the president, vp, secretary and treasurer is responsible for conducting an annual performance appraisal of the executive director and for presenting any proposed changes in compensation to the governing body for approval based on national peer data provided by hundreds of community foundations.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents, conflict of interest policy, and financial information is made available upon request.”

Filing and Contact Details

Filer

Filer Name
Community Foundation for Loudoun and
EIN
54-1950727
Phone
7037793505
Address
PO BOX 342, LEESBURG, VA 20176

Signing Officer

Name
Amy E Owen
Title
Executive Director
Phone
7037793505
Signed
2017-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy E Owen
Formed
1999
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
74

Preparer

Firm
Mitchell & Co Pc
Address
110 EAST MARKET ST 200, LEESBURG, VA 20176
Preparer
Jeffrey D Mitchell
Phone
7037774900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Agency endowment grant distributions (fas 136 reporting) 12,939. Agency endowment contributions (fas 136 reporting) -17,500.”

990 XII, Line 2C

“990 xii, line 2c: the process for review has not changed since prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization has adopted the uncertainty in income taxes guidance under asc topic 740, income taxes. Management has evaluated the organization's tax positions and concluded that the organization has taken no uncertain tax positions that would require adjustment to, or disclosure in, the financial statements to comply with the provisions of this guidance.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Agency endowment grant additions net of distributions”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Agency endowment grant additions 17,500.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Agency endowment grant distribution net of additions 12,939.”

Raw XML AppendixShowing 400 of 734 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/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0131552
IRS990/FundraisingGrossIncomeAmt0192643
IRS990/GainOrLossGrp/SecuritiesAmt0-31309
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0640427
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0640427
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0640427
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01475498
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt074
IRS990/InsuranceGrp/ManagementAndGeneralAmt01117
IRS990/InsuranceGrp/ProgramServicesAmt01585
IRS990/InsuranceGrp/TotalAmt02776
IRS990/InterestGrp/ManagementAndGeneralAmt072
IRS990/InterestGrp/TotalAmt072
IRS990/InvestmentIncomeGrp/ExclusionAmt045163
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045163
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02018551
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02050663
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01890
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01890
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt031309
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOSTER A COMMUNITY OF GRANTMAKERS, PROMOTE STRATEGIC LOCAL LEADERSHIP, AND INVEST IN PARTNERSHIPS FOR THE BENEFIT OF THE COMMUNITY OF LOUDOUN AND NORTHERN FAUQUIER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02630119
IRS990/NetAssetsOrFundBalancesEOYAmt03059705
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-31309
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-31309
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt061091
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt061091
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0145817
IRS990/NoncashContributionsAmt01926
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0501
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0501
IRS990/OfficeExpensesGrp/ProgramServicesAmt09031
IRS990/OfficeExpensesGrp/TotalAmt010033
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-4561
IRS990/OtherExpensesGrp/Desc0OUTREACH
IRS990/OtherExpensesGrp/Desc1PROCESSING FEES
IRS990/OtherExpensesGrp/Desc2RESEARCH & DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3WEB
IRS990/OtherExpensesGrp/FundraisingAmt0813
IRS990/OtherExpensesGrp/FundraisingAmt1414
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0813
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1414
IRS990/OtherExpensesGrp/ProgramServicesAmt0125422
IRS990/OtherExpensesGrp/ProgramServicesAmt114625
IRS990/OtherExpensesGrp/ProgramServicesAmt29468
IRS990/OtherExpensesGrp/ProgramServicesAmt37448
IRS990/OtherExpensesGrp/TotalAmt0125422
IRS990/OtherExpensesGrp/TotalAmt116251
IRS990/OtherExpensesGrp/TotalAmt29468
IRS990/OtherExpensesGrp/TotalAmt38276
IRS990/OtherLiabilitiesGrp/BOYAmt0341828
IRS990/OtherLiabilitiesGrp/EOYAmt0371864
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PROFESSIONAL MGT SVC
IRS990/OtherRevenueMiscGrp/ExclusionAmt043554
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt043554
IRS990/OtherRevenueTotalAmt043554
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03104
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03104
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt055869
IRS990/OtherSalariesAndWagesGrp/TotalAmt062077
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0507
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0507
IRS990/PayrollTaxesGrp/ProgramServicesAmt09123
IRS990/PayrollTaxesGrp/TotalAmt010137
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt080000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0141813
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020372
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02939
IRS990/PrincipalOfficerNm0AMY E OWEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01386213
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0563560
IRS990/PYInvestmentIncomeAmt083021
IRS990/PYOtherExpensesAmt0127863
IRS990/PYOtherRevenueAmt058075
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0759886
IRS990/PYSalariesCompEmpBnftPaidAmt076000
IRS990/PYTotalExpensesAmt0767423
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01527309
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0288330
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0858862
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01243607
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01194138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01386213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01365971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01180305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0451524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05578151
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt077567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt052400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023902
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0239612
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0104645
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt058075
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt067233
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt034083
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt020848
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0284884
IRS990ScheduleA/PublicSupportCY170Pct00.78630
IRS990ScheduleA/PublicSupportPY170Pct00.77550
IRS990ScheduleA/PublicSupportTotal170Amt04798340
IRS990ScheduleA/SubstantialContributorsTotAmt0779811
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01194138
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01386213
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01365971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01180305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0451524
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05578151
IRS990ScheduleA/TotalSupportAmt06102647
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt047515
IRS990ScheduleD/DonatedServicesUseFcltsAmt047515
IRS990ScheduleD/DonorAdvisedFundsContriAmt027629
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt073722
IRS990ScheduleD/DonorAdvisedFundsHeldCnt07
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0396009
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01890
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01890
IRS990ScheduleD/ExpensesNotReportedAmt047515
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012939
IRS990ScheduleD/ExpensesSubtotalAmt01011368
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0997043
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0544766
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt027
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt02804007
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0145817
IRS990ScheduleD/OtherExpensesNotIncludedAmt012939
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0371864
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY ENDOWMENT FUNDS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt017500
IRS990ScheduleD/RevenueNotReportedAmt0193332
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017500
IRS990ScheduleD/RevenueSubtotalAmt01295137
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ADOPTED THE UNCERTAINTY IN INCOME TAXES GUIDANCE UNDER ASC TOPIC 740, INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO, OR DISCLOSURE IN, THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AGENCY ENDOWMENT GRANT ADDITIONS NET OF DISTRIBUTIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2AGENCY ENDOWMENT GRANT ADDITIONS 17,500.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3AGENCY ENDOWMENT GRANT DISTRIBUTION NET OF ADDITIONS 12,939.
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 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01024307
IRS990ScheduleD/TotalLiabilityAmt0371864
IRS990ScheduleD/TotalRevenuePerForm990Amt01312637
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01488469
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01058883
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0131552

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,439,022
Liabilities
$379,317
Net assets
$3,059,705
Revenue
$1,312,637
Expenses
$1,024,307
Net income
$288,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.3$1.12$12.2$4.37$3.22$1.15
2023Detailed filing. Detailed filing data is available for this year.$11.8$1.13$10.7$3.30$2.67$0.63
2022Detailed filing. Detailed filing data is available for this year.$10.6$1.16$9.41$3.49$3.55$0.06
2021Detailed filing. Detailed filing data is available for this year.$11.8$0.60$11.2$3.55$2.77$0.78
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.54$9.53$3.84$3.00$0.85
2019Detailed filing. Detailed filing data is available for this year.$8.57$0.46$8.11$3.82$1.85$1.97
2018Detailed filing. Detailed filing data is available for this year.$5.93$0.41$5.52$3.32$1.46$1.86
2017Detailed filing. Detailed filing data is available for this year.$4.64$0.43$4.21$2.17$1.25$0.92
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.38$3.06$1.31$1.02$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.98$0.35$2.63$1.53$0.77$0.76
2014Summary only. Only limited summary data is available for this year.$2.37$0.37$2.00$1.49$1.09$0.40
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.40$1.60$1.25$0.78$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.33$1.03$0.27
2011Summary only. Only limited summary data is available for this year.$1.06$0.21$0.85$0.38$0.29$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.16$0.77$0.19