Civic Intelligence

Greater Lynchburg Community Foundation

990 • Fiscal year 2015 • EIN 54-6112680

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 03, 2016

Organization ProfileWWW.LYNCHBURGTRUST.ORG
101 Paulette Circle No BLynchburg, VA 24502

(434) 845-6500

Siviq Scores

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

Liabilities / Assets

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

40th percentile

0.22x

Higher debt load relative to revenue than 40% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$113,674

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-8.7%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$36,358,902

Down $531,339 (-1.4%) from 2014

Net Assets

Down

$35,680,752

Down $629,062 (-1.7%) from 2014

Liabilities

Up

$678,150

Up $97,723 (+17%) from 2014

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin84th percentile

Revenue

Down

$3,030,737

Down $290,586 (-8.7%) from 2014

Expenses

Up

$2,116,868

Up $99,883 (+5.0%) from 2014

Net Income

Down

$913,869

Down $390,469 (-30%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$80M$60M$40M$20M$0Assets 2010: $25,392,054Liabilities 2010: $376,820Net Assets 2010: $25,015,2342010Assets 2011: $29,120,342Liabilities 2011: $454,568Net Assets 2011: $28,665,7742011Assets 2012: $29,622,750Liabilities 2012: $492,123Net Assets 2012: $29,130,6272012Assets 2013: $32,607,665Liabilities 2013: $551,980Net Assets 2013: $32,055,6852013Assets 2014: $36,890,241Liabilities 2014: $580,427Net Assets 2014: $36,309,8142014Assets 2015: $36,358,902Liabilities 2015: $678,150Net Assets 2015: $35,680,7522015Assets 2016: $34,319,854Liabilities 2016: $619,988Net Assets 2016: $33,699,8662016Assets 2017: $38,097,199Liabilities 2017: $655,878Net Assets 2017: $37,441,3212017Assets 2018: $40,179,939Liabilities 2018: $660,879Net Assets 2018: $39,519,0602018Assets 2019: $41,916,396Liabilities 2019: $3,086,469Net Assets 2019: $38,829,9272019Assets 2020: $41,688,939Liabilities 2020: $3,487,442Net Assets 2020: $38,201,4972020Assets 2021: $57,404,315Liabilities 2021: $7,767,377Net Assets 2021: $49,636,9382021Assets 2022: $53,758,298Liabilities 2022: $7,951,822Net Assets 2022: $45,806,4762022Assets 2023: $60,177,320Liabilities 2023: $8,580,071Net Assets 2023: $51,597,2492023Assets 2024: $67,554,642Liabilities 2024: $9,261,812Net Assets 2024: $58,292,8302024Assets 2025: $75,653,704Liabilities 2025: $9,535,385Net Assets 2025: $66,118,3192025

Highlighted filing

2015

Assets$36,358,902
Liabilities$678,150
Net Assets$35,680,752
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

$10M$5.0M$0Expenses 2010: $1,670,8412010Expenses 2011: $1,613,2352011Revenue 2012: $3,266,041Expenses 2012: $1,626,217Net Income 2012: $1,639,8242012Expenses 2013: $1,861,9562013Revenue 2014: $3,321,323Expenses 2014: $2,016,985Net Income 2014: $1,304,3382014Revenue 2015: $3,030,737Expenses 2015: $2,116,868Net Income 2015: $913,8692015Revenue 2016: $2,275,713Expenses 2016: $2,237,727Net Income 2016: $37,9862016Revenue 2017: $3,604,144Expenses 2017: $2,262,337Net Income 2017: $1,341,8072017Revenue 2018: $4,078,264Expenses 2018: $2,355,138Net Income 2018: $1,723,1262018Revenue 2019: $3,529,405Expenses 2019: $2,295,342Net Income 2019: $1,234,0632019Revenue 2020: $2,665,839Expenses 2020: $2,479,836Net Income 2020: $186,0032020Revenue 2021: $6,807,720Expenses 2021: $2,541,620Net Income 2021: $4,266,1002021Revenue 2022: $7,629,220Expenses 2022: $2,791,903Net Income 2022: $4,837,3172022Revenue 2023: $6,007,630Expenses 2023: $2,917,216Net Income 2023: $3,090,4142023Revenue 2024: $5,047,252Expenses 2024: $3,102,251Net Income 2024: $1,945,0012024Revenue 2025: $9,540,959Expenses 2025: $3,382,981Net Income 2025: $6,157,9782025

Highlighted filing

2015

Revenue$3,030,737
Expenses$2,116,868
Net Income$913,869
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$13,972,774
Mission and Program Overview

Mission

The principal mission of the trust is to enhance the quality of life in the communities served by the establishment of permanent endowments for the city of lynchburg and the counties of amherst, appomattox, bedford and campbell, with income distributed annually to charitable organizations within the community.

Distribute contributed funds to non-profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,141,413$34,442,972▼ $698,441
Savings and Temporary Cash Investments$1,148,191$1,357,952▲ $209,761
Pledges and Grants Receivable$438,907$407,932▼ $30,975
Cash and Non-Interest-Bearing Accounts$149,877$139,447▼ $10,430
Land, Buildings, and Equipment, Net$11,853$10,599▼ $1,254
Total Assets$36,890,241$36,358,902▼ $531,339
Liabilities
Grants Payable$482,079$580,136▲ $98,057
Other Liabilities$81,290$78,367▼ $2,923
Accounts Payable and Accrued Expenses$17,058$19,647▲ $2,589
Total Liabilities$580,427$678,150▲ $97,723
Net Assets / Fund Balance
Permanently Rstr Net Assets$25,608,949$26,116,218▲ $507,269
Unrestricted Net Assets$7,220,415$6,927,521▼ $292,894
Temporarily Rstr Net Assets$3,480,450$2,637,013▼ $843,437
Total Net Assets Fund Balance$36,309,814$35,680,752▼ $629,062
Total Liabilities and Net Assets / Fund Balance$36,890,241$36,358,902▼ $531,339

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,599$41,882$52,481

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$28,462,001$518,865▲ $608,937$203,758$27,974,250
2013$27,953,077$801,803▲ $4,187,822$233,008$28,462,001
2012$22,663,684$607,412▲ $3,214,440$-169,409$27,953,077
2011$21,861,167$2,176,319▼ $138,889$-151,442$25,133,510
2010$19,119,000$548,375▲ $3,531,642$-148,750$24,536,867
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mr Stuart C FauberPresident/CEO Through June 2015FT$113,674$113,674

Board Members and Trustees

NameTitle
Ms Maryjane DolanChairperson/director
Mr William BodinePresident/CEO Beginning June 2015
Mr David a HerrickVice Chairman/director
Dr Augustus a Petticolas JrDirector
Dr James W WrightDirector
Mr Charles B WhiteDirector
Mr Ernie GuillDirector
Mr Hylan T Hubbard IiiDirector
Mr James R RichardsDirector
Mr John R Alford JrDirector
Mr Marc a SchewelDirector
Mr Massie G Ware JrDirector
Mr Robert L Finch JrDirector
Mr Wallace G Mckenna JrDirector
Ms Ellen G NygaardDirector
Ms Ellen P JamersonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$677,494
Program Service Revenue
$0
Investment Income
$2,353,243
Other Revenue
$0
All Other Contributions
$677,494
Change in Net Assets
$913,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,560,885
Other Expenses$351,694
Salaries, Compensation, and Employee Benefits$204,289
Total Fundraising Expense$78,357
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,506,538--$1,506,538
Fees for Service Investment Mgmnt Fees$259,435--$259,435
Current Officers, Directors, Trustees, and Key Employees$47,343$18,988$47,343$113,674
Other Salaries and Wages$28,398$34,017$13,262$75,677
Grants to Domestic Individuals$54,347--$54,347
Office Expenses$4,295$7,242$9,120$20,657
Occupancy-$15,040-$15,040
Payroll Taxes$5,975$2,988$5,975$14,938
Information Technology$5,314$5,314$2,657$13,285
Fees for Services Other$8,355$1,625-$9,980
Fees for Services Accounting-$8,670-$8,670
Insurance$1,151$3,208-$4,359
Fees for Services Legal$1,628$2,480-$4,108
Conferences and Meetings-$3,929-$3,929
Depreciation Depletion-$3,434-$3,434
Other Expenses$2,839$1,990-$1,990
Total Functional Expenses$1,925,618$112,893$78,357$2,116,868
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ELIZABETH'S EARLY LEARNING CENTERLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO FUND PLAYGROUND RENOVATION; TO PROVIDE GEN$300,110
MIRIAM'S HOUSELynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE FUNDING FOR OPERATIONAL EXPENSES;$97,291
New Vistas SchoolLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE SCHOLARSHIP ASSISTANCE$31,226
Lynchburg Daily Bread IncLynchburg, VA501(c)(3)PLYMALE FOUNDATION; ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT PROGRAM EXPANS$28,611
United Way of Central VirginiaLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT THE CENTRAL VIRGINIA DOLLY PARTON$25,893
Churches for Urban MinistryLynchburg, VA501(c)(3)TO PROVIDE FIELD TRIPS, ENRICHMENTS SPEAKERS, OVERNIGHT CAMP; TO SUPPORT CAM$25,349
Lynchburg GrowsLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO SUPPORT GROWING A COMM$22,952
Opera on the James IncLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO FUND 10TH ANNIVERSARY COMMUNITY ENGAGEMENT$22,899
Jubilee Family Development CenterLynchburg, VA501(c)(3)TO SUPPORT THE SUMMER ENRICHMENT CAMP; TO PROVIDE GENERAL SUPPORT; ANNUAL DO$22,886
Legacy Project IncLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO FUND ADMINISTRATIVE SALARIES; SUPPORT MARK$20,893
Anne Spencer House & Garden Museum IncLynchburg, VA501(c)(3)TO SUPPORT STRUCTURAL REPAIRS TO THE MUSEUM; ANNUAL DONOR-DESIGNATED GRANT$19,721
Interfaith Outreach AssociationLynchburg, VA501(c)(3)TO SUPPOR THE EMERGENCY ASSISTANCE AND PROGRESSIVE RELEASE PROGRAMS; ANNUAL$19,528
Camp Kum-ba-yah IncLynchburg, VA501(c)(3)CAMPER SCHOLARSHIPS; EQUIPMENT AND SUPPLIES; PLYMALE FOUNDATION$19,324
Casa of Central VirginiaLynchburg, VA501(c)(3)YOUTH PHILANTHROPY SERVICE AWARD; STIPEND FOR TRAINER; FUND VOLUNTEER APPREC$18,000
Free Clinic of Central VirginiaLynchburg, VA501(c)(3)PLYMALE FOUNDATION; ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE GENERAL SUPPOR$17,825
The Salvation ArmyLynchburg, VA501(c)(3)TO FUND OCCUPANCY COSTS FOR THE CENTER FOR HOPE FOR ONE YEAR; ANNUAL DONOR-D$17,691
James River Day SchoolLynchburg, VA501(c)(3)To Support the Capital Improvement Campaign$16,112
Lynchburg Beacon of HopeLynchburg, VA501(c)(3)To Provide Program Support$16,000
Ywca of Central VirginiaLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; PLYMALE FOUNDATION; TO FUND TEACHNOLOGY UPGRA$15,789
Lynchburg City Schools Edu Fdn IncLynchburg, VA501(c)(3)YOUTH PHILANTHROPY SERVICE AWARD; ANNUAL DONOR DESIGNATED GRANT$15,325
HumankindLynchburg, VA501(c)(3)TO SUPPORT WAYS TO WORK LYNCHBURG; ANNUAL DONOR-DESIGNATED GRANT$14,855
Lynchburg Symphony OrchestraLynchburg, VA501(c)(3)ANNUAL DONOR-DESIGNATED GRANT; TO SUPPORT THE YOUTH EDUCATION PROGRAM$13,783
The Sedalia Center IncBig Island, VA501(c)(3)TO SUPPORT THE PAVILLION ELECTRICAL AND SURFACE UPGRADE; ANNUAL DONOR-DESIGN$13,594
The Arc of Central VirginiaLynchburg, VA501(c)(3)TO PROVIDE FUNDING FOR CAMPER SCHOLARSHIPS; PLYMALE FOUNDATION$13,400
Boys & Girls Club of Greater LynchburgLynchburg, VA501(c)(3)TO FUND RESTROOM FACILITY UPGRADE; TO PROVIDE FUNDING FOR EDUCATIONAL PURPOS$13,179
Habitat for Humanity - Greater LynchburgLynchburg, VA501(c)(3)TO PROVIDE OPERATIONAL SUPPORT FOR THE HOMEBUILDING PROGRAM; ANNUAL DONOR-DE$12,845
Park View Community MissionLynchburg, VA501(c)(3)To Purchase a Van for the Food for Families Program$12,500
Amazement SquareLynchburg, VA501(c)(3)TO SUPPORT THE HEALT EDUCATION INITIATIVE; ANNUAL DONOR-DESIGNATED GRANT$12,173
Big Brothers Big Sisters of Central VaLynchburg, VA501(c)(3)TO SUPPORT THE COMMUNITY BASED PROGRAM; TO PROVIDE GENERAL PROGRAM SUPPORT;$12,085
Blue Ridge Area Food BankVerona, VA501(c)(3)To Purchase Food for the Family Backpack Program$12,000
Jones Memorial LibraryLynchburg, VA501(c)(3)TO FUND THE PURCHASE OF TWO MICROFILM READERS/PRINTERS; ANNUAL DONOR-DESIGNA$11,825
National D-day Memorial FoundationBedford, VA501(c)(3)Annual Donor-designated Grant$11,257
Ymca of Central VirginiaLynchburg, VA501(c)(3)To Support the Summer Learning Loss Prevention Program$11,150
Lynchburg Humane SocietyLynchburg, VA501(c)(3)Annual Donor-designated Grant$10,952
South Central Spay and Neuter ClinicLynchburg, VA501(c)(3)Annual Donor-designated Grant$10,952
Lake Christian Ministries IncMoneta, VA501(c)(3)TO PROVIDE FUNDING FOR FOOD AND NUTRITION EDUCATION; ANNUAL DONOR-DESIGNATED$10,652
Bedford Christian Free ClinicBedford, VA501(c)(3)To Assist Clinic Patients With Prescription Needs$10,500
Virginia Hunters Who Care IncBig Island, VA501(c)(3)To Support Distribution of Venison to the Hungry$10,450
Academy Center of the ArtsLynchburg, VA501(c)(3)TO PURCHASE A NEW SERVER; ANNUAL DONOR-DESIGNATED GRANT; TO PROVIDE PROGRAM$10,107
Altavista Area YmcaAltavista, VA501(c)(3)Plymale Foundation$10,000
Bedford Christian Ministries Association IncBedford, VA501(c)(3)To Support the Food Pantry Milk/egg Voucher Program$10,000
Reach Out and Read VirginiaRichmond, VA501(c)(3)To Support the Expansion of Reach Out & Read Lynchburg$9,543
Miller Home of LynchburgLynchburg, VA501(c)(3)To Support the Purchase of a Boiler System$9,300
Mental Health America of Central VirginiaLynchburg, VA501(c)(3)To Provide Funding for Staff Salaries and Purchase Supplies for the New Hope$9,200
Lynchburg Community Action GroupLynchburg, VA501(c)(3)TO SUPPORT THE FREE TAX PREPARATION PROGRAM; ANNUAL DONOR-DESIGNATED GRANT$8,891
Central Virginia Alliance for Community Living IncLynchburg, VA501(c)(3)To Support Implementation of the Chronic Disease Self-management Program$8,600
James Chamber PlayersForest, VA501(c)(3)TO SUPPORT THE JAMES STRING QUARTET SUMMER MUSIC FESTIVAL & ACADEMY; TO PROV$8,500
Society of St Andrew IncBig Island, VA501(c)(3)TO SUPPORT LYNCHBURG GLEANING NETWORK; PLYMALE FOUNDATION$8,500
Step With Links ProgramLynchburg, VA501(c)(3)Annual Donor Designated Grant$8,266
Avoca MuseumAltavista, VA501(c)(3)To Support the Restroom Facility Upgrade$8,000
Bedford Community Christmas Station IncBedford, VA501(c)(3)To Purchase Items for the Bedford Community Christmas Station$8,000
The Link Project IncLynchburg, VA501(c)(3)To Fund Intercultural Leadership Study Tour for 25 Participants$8,000
Wordworks Lynchburg IncLynchburg, VA501(c)(3)To Provide Program Support$8,000
Rivermont Area Emergency Food PantryLynchburg, VA501(c)(3)TO PURCHASE NON-FOOD ITEMS; FOOD DISTRIBUTION$7,993
Blue Ridge Pregnancy CenterLynchburg, VA501(c)(3)To Provide General Program Support$7,857
Cvcc Educational Foundation IncLynchburg, VA501(c)(3)To Support the Expansion of the Greater Expectations Education Program$7,766
Friends of the Lynchburg Public LibraryLynchburg, VA501(c)(3)Annual Donor-designated Grant$7,312
Appomattox Literacy Intervention ProgramSpout Spring, VA501(c)(3)To Support the Spot & Dot - Summer Reading Program$7,250
American Heart AssociationGlen Allen, VA501(c)(3)To Support the Health Education Initiative$7,187
American Red Cross of the Blue RidgeLynchburg, VA501(c)(3)TO PROVIDE PROGRAM SUPPORT; PURCHASE MARKETING MATERIALS$7,000
Girl Scouts of Virginia Skyline CouncilRoanoke, VA501(c)(3)To Provide Program Support$7,000
Sml Good Neighbors IncMoneta, VA501(c)(3)To Support Camp Operational Expenses$7,000
Virginia Center for Inclusive CommunitiesRichmond, VA501(c)(3)To Support Project Inclusion$7,000
Virginia Legal Aid SocietyLynchburg, VA501(c)(3)To Support Strengthening Families With Children$6,500
Faith Christian AcademyHurt, VA501(c)(3)Annual Donor-designated Grant$6,102
Tac K9 Search and Rescue IncHalifax, VA501(c)(3)To Purchase Equipment for the K9 Team$6,008
Jefferson Choral SocietyGoode, VA501(c)(3)To Fund the Performance of Two Concerts (the Heavens Will Sing)$6,000
Centra FoundationLynchburg, VA501(c)(3)Annual Donor-designated Grant$5,988
CHILDREN'S MIRACLE NETWORKLynchburg, VA501(c)(3)Annual Donor-designated Grant$5,922
Lynchburg Area Center for Independent LivingLynchburg, VA501(c)(3)To Provide Program Support$5,800
Lynchburg Art ClubLynchburg, VA501(c)(3)To Fund Handicapped Accesibility Improvements$5,800
Amherst County Museum & Historical SocietyAmherst, VA501(c)(3)To Fund 2015 Spring and Summer Society Educational Programming$5,500
Poplar ForestForest, VA501(c)(3)TO SUPPORT SHAPE THE WORLD: CONVERSATIONS WITH JEFFERSON AND JACKSON$5,500
The Agape CenterMoneta, VA501(c)(3)To Fund Parking Lot Expansion$5,500
Southern Memorial AssociationLynchburg, VA501(c)(3)Annual Donor-designated Grant$5,386
Second StageamherstAmherst, VA501(c)(3)To Support the Community Center Upgrade$5,250
E C Glass High School AthleticsLynchburg, VA501(c)(3)Annual Donor-designated Grant$5,233
Future Focus FoundationLynchburg, VA501(c)(3)TO SUPPORT THE PURCAHSE OF ROBOTIC EQUIPMENT; SUPPORT FIRST LEGO LEAGUE 2015$5,112
Amherst County Public Schools Education Foundation IncAmherst, VA501(c)(3)To Fund 2014-15 Diversity Council Budget (k-12)$5,000
Bedford Area Education FoundationForest, VA501(c)(3)To Fund Teacher-initiated Educational Enrichment Projects$5,000
Campbell County Historical SocietyRustburg, VA501(c)(3)To Support Phase Ii of the Historic Courthouse Hvac Replacement$5,000
Coalition for Hiv Awareness and PreventionLynchburg, VA501(c)(3)To Provide Program Support$5,000
Court Street Baptist ChurchLynchburg, VA501(c)(3)DESIGNATED DONOR GRANT FOR WOMEN'S DAY$5,000
Fort Early CorporationLynchburg, VA501(c)(3)To Support Ongoing Restoration Project$5,000
Hill City Master Gardener AssociationLynchburg, VA501(c)(3)To Support the Construction of an Education & Community Garden at Presbyteri$5,000
L'ARCHE BLUE RIDGE MOUNTAINSLynchburg, VA501(c)(3)To Provide Funding for Training Sessions, Meetings, Retreats for Staff and C$5,000
Patrick Henry Memorial FoundationBrookneal, VA501(c)(3)To Support the Production of a New Visitor Orientation Video$5,000
Wharton Memorial Foundationbower Center for the ArtsBedford, VA501(c)(3)To Support Summer Arts Camp for Bower Center for the Arts$5,000
Endstation Theatre CompanyLynchburg, VA501(c)(3)To Provide Funding for the Whole Bunch Nutrition Play$4,250
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
Charitable Gift Annuity Payable$78,367
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of directors reviews and approves the form 990 before the return is filed.”

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

“The trust's executive committee of the board of directors regularly reviews any conflicts of interest reported on the conflict of interest questionnaire.”

Form 990, Part VI, Section B, Line 15

“The president/ceo receives an informal review with the board of directors which is used to substantiate the president/ceo salary adjustments. The board considers a variety of factors in conjunction with the informal review to determine the proper salary adjustment. Discussion related to the president/ceo salary adjustments is documented in the organization's recorded board minutes.”

Form 990, Part VI, Section C, Line 19

“The trust makes its financial statements available to the public through the trust's website. There is an announcement on the trust's website which states that the governing documents and conflict of interest policy are available at the trust's office.”

Filing and Contact Details

Filer

Filer Name
Greater Lynchburg Community Trust
EIN
54-6112680
Phone
4348456500
Address
101 PAULETTE CIRCLE NO B, LYNCHBURG, VA 24502

Signing Officer

Name
William Bodine
Title
President/CEO
Phone
4348456500
Signed
2016-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Bodine
Formed
1972
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
26

Preparer

Firm
Cherry Bekaert Llp
Address
828 MAIN ST STE 1701, LYNCHBURG, VA 24504
Preparer
Samuel Johnson
Phone
4348476643
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain on charitable trusts 5,264. Annuity liability adjustment -2,177.”

FORM 990 PART XII, LINE 2C:

“The finance committee of the board of directors is responsible for oversight of the audit and for the selection of the independent accountant. This process or responsibility has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The trust's endowment funds are used to provide grants to 501(c)(3) organizations. The trust has included $271,928 of interests in charitable remainder trusts held by others in the balance stated in section d, part v. These amounts, once received by the trust, will be either added to existing endowments or be used to create new endowment funds based on the instructions of the original donor.”

PART X, LINE 2:

“Gaap requires trust management to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more than likely would not be sustained upon examination by the internal revenue service. Trust management has analyzed the tax positions taken by the trust, and has concluded that as of june 30, 2015 and 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the consolidated financial statements. The trust is subject to audit by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Trust management believes it is no longer subject to income tax examinations for tax years ending prior to june 30, 2012.”

Raw XML AppendixShowing 400 of 1,368 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017058
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019647
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0DISTRIBUTE CONTRIBUTED FUNDS TO NON-PROFIT ORGANIZATIONS.
IRS990/AllOtherContributionsAmt0677494
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM BODINE
IRS990/BooksInCareOfDetail/PhoneNum04348456500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 PAULETTE CIRCLE SUITE B
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IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
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IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03434
IRS990/DepreciationDepletionGrp/TotalAmt03434
IRS990/Desc0GRANTS ARE MADE TO 501(C)(3) ORGANIZATIONS FROM DONOR-ADVISED, DESIGNATED, FIELD OF INTEREST, SCHOLARSHIP, AND UNRESTRICTED ENDOWMENT FUNDS. THE TRUST HAS FINAL APPROVAL OF ALL GRANTS. SCHOLARSHIPS TO INDIVIDUALS ARE MADE BASED ON AN APPROVED PROCESS INVOLVING SCHOLARSHIP COMMITTEES.
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IRS990/ElectionOfBoardMembersInd00
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02480
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01628
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0MR JOHN R ALFORD JR
IRS990/Form990PartVIISectionAGrp/PersonNm1MR ROBERT L FINCH JR
IRS990/Form990PartVIISectionAGrp/PersonNm2MR ERNIE GUILL
IRS990/Form990PartVIISectionAGrp/PersonNm3MR HYLAN T HUBBARD III
IRS990/Form990PartVIISectionAGrp/PersonNm4MS ELLEN P JAMERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MR WALLACE G MCKENNA JR
IRS990/Form990PartVIISectionAGrp/PersonNm6MS ELLEN G NYGAARD
IRS990/Form990PartVIISectionAGrp/PersonNm7DR AUGUSTUS A PETTICOLAS JR
IRS990/Form990PartVIISectionAGrp/PersonNm8MR JAMES R RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm9MR MARC A SCHEWEL
IRS990/Form990PartVIISectionAGrp/PersonNm10MR MASSIE G WARE JR
IRS990/Form990PartVIISectionAGrp/PersonNm11MR CHARLES B WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm12DR JAMES W WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm13MS MARYJANE DOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm14MR DAVID A HERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm15MR STUART C FAUBER
IRS990/Form990PartVIISectionAGrp/PersonNm16MR WILLIAM BODINE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIRPERSON/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIRMAN/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO THROUGH JUNE 2015
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT/CEO BEGINNING JUNE 2015
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IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01585249
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt01560885
IRS990/GrantsPayableGrp/BOYAmt0482079
IRS990/GrantsPayableGrp/EOYAmt0580136
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt054347
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt054347
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01506538
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01506538
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012527286
IRS990/GrossReceiptsAmt013972774
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02657
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05314
IRS990/InformationTechnologyGrp/ProgramServicesAmt05314
IRS990/InformationTechnologyGrp/TotalAmt013285
IRS990/InsuranceGrp/ManagementAndGeneralAmt03208
IRS990/InsuranceGrp/ProgramServicesAmt01151
IRS990/InsuranceGrp/TotalAmt04359
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0767994
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035141413
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034442972
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041882
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011853
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010599
IRS990/LandBldgEquipCostOrOtherBssAmt052481
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010942037
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRINCIPAL MISSION OF THE TRUST IS TO ENHANCE THE QUALITY OF LIFE IN THE COMMUNITIES SERVED BY THE ESTABLISHMENT OF PERMANENT ENDOWMENTS FOR THE CITY OF LYNCHBURG AND THE COUNTIES OF AMHERST, APPOMATTOX, BEDFORD AND CAMPBELL, WITH INCOME DISTRIBUTED ANNUALLY TO CHARITABLE ORGANIZATIONS WITHIN THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt036309814
IRS990/NetAssetsOrFundBalancesEOYAmt035680752
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01585249
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01585249
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1546018
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt015040
IRS990/OccupancyGrp/TotalAmt015040
IRS990/OfficeExpensesGrp/FundraisingAmt09120
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07242
IRS990/OfficeExpensesGrp/ProgramServicesAmt04295
IRS990/OfficeExpensesGrp/TotalAmt020657
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt03087
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1YOUTH PHILANTHROPY
IRS990/OtherExpensesGrp/Desc2PROPERTY MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03968
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11990
IRS990/OtherExpensesGrp/ProgramServicesAmt02839
IRS990/OtherExpensesGrp/TotalAmt03968
IRS990/OtherExpensesGrp/TotalAmt12839
IRS990/OtherExpensesGrp/TotalAmt21990
IRS990/OtherLiabilitiesGrp/BOYAmt081290
IRS990/OtherLiabilitiesGrp/EOYAmt078367
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013262
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034017
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt028398
IRS990/OtherSalariesAndWagesGrp/TotalAmt075677
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05975
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02988
IRS990/PayrollTaxesGrp/ProgramServicesAmt05975
IRS990/PayrollTaxesGrp/TotalAmt014938
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0407932
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM BODINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0963227
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01490608
IRS990/PYInvestmentIncomeAmt02358096
IRS990/PYOtherExpensesAmt0333620
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01304338
IRS990/PYSalariesCompEmpBnftPaidAmt0192757
IRS990/PYTotalExpensesAmt02016985
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03321323
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0913869
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01148191
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01357952
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0677494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0963227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0840061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02354627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0763735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05599144
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0767994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0755949
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0698829
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0488327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0454522
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03165621
IRS990ScheduleA/PublicSupportCY170Pct00.49930
IRS990ScheduleA/PublicSupportPY170Pct00.50110
IRS990ScheduleA/PublicSupportTotal170Amt04376296
IRS990ScheduleA/SubstantialContributorsTotAmt01222848
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0677494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0963227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0840061
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02354627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0763735
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05599144
IRS990ScheduleA/TotalSupportAmt08764765
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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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0236551
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt028462001
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0518865
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt027974250
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01175244
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0608937
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0203758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02757085
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt027953077
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0801803
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt028462001
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01490608
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04187822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0233008
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-222866
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022663684
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0607412
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt027953077
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1075266
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03214440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-169409
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-216953
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt021861167
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02176319
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025133510
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-866518
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-138889

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,358,902
Liabilities
$678,150
Net assets
$35,680,752
Revenue
$3,030,737
Expenses
$2,116,868
Net income
$913,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.7$9.54$66.1$9.54$3.38$6.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.6$9.26$58.3$5.05$3.10$1.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.2$8.58$51.6$6.01$2.92$3.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.8$7.95$45.8$7.63$2.79$4.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.4$7.77$49.6$6.81$2.54$4.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.7$3.49$38.2$2.67$2.48$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$3.09$38.8$3.53$2.30$1.23
2018Summary only. Only limited summary data is available for this year.$40.2$0.66$39.5$4.08$2.36$1.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$0.66$37.4$3.60$2.26$1.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.62$33.7$2.28$2.24$0.04
2015Detailed filing. Detailed filing data is available for this year.$36.4$0.68$35.7$3.03$2.12$0.91
2014Detailed filing. Detailed filing data is available for this year.$36.9$0.58$36.3$3.32$2.02$1.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.6$0.55$32.1$1.86
2012Summary only. Only limited summary data is available for this year.$29.6$0.49$29.1$3.27$1.63$1.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$0.45$28.7$1.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$0.38$25.0$1.67