Civic Intelligence

Assistance League of Charlotte

990 • Fiscal year 2019 • EIN 56-1781080

Jun 01, 2018 to May 31, 2019 • Filed on Aug 16, 2019

PO Box 471112Charlotte, NC 28247

(704) 525-5228

Siviq Scores

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

Liabilities / Assets

59th percentile

0.24x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.78x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Source year 2019

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2019 filings • NTEE S • $1M-$5M nonprofits • Source year 2019

Asset Growth

23rd percentile

-3.9%

Faster asset growth than 23% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-8.0%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,897,479

Down $117,271 (-3.9%) from 2018

Net Assets

Up

$2,212,329

Up $106,795 (+5.1%) from 2018

Liabilities

Down

$685,150

Down $224,066 (-25%) from 2018

Revenue

Down

$879,721

Down $76,545 (-8.0%) from 2018

Expenses

Down

$772,926

Down $40,657 (-5.0%) from 2018

Net Income

Down

$106,795

Down $35,888 (-25%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $1,210,100Liabilities 2012: $44,750Net Assets 2012: $1,165,3502012Assets 2013: $2,456,999Liabilities 2013: $1,229,017Net Assets 2013: $1,227,9822013Assets 2014: $2,937,310Liabilities 2014: $1,610,203Net Assets 2014: $1,327,1072014Assets 2015: $2,933,089Liabilities 2015: $1,420,555Net Assets 2015: $1,512,5342015Assets 2016: $2,897,823Liabilities 2016: $1,182,991Net Assets 2016: $1,714,8322016Assets 2017: $3,014,759Liabilities 2017: $1,051,908Net Assets 2017: $1,962,8512017Assets 2018: $3,014,750Liabilities 2018: $909,216Net Assets 2018: $2,105,5342018Assets 2019: $2,897,479Liabilities 2019: $685,150Net Assets 2019: $2,212,3292019Assets 2020: $2,839,731Liabilities 2020: $607,717Net Assets 2020: $2,232,0142020Assets 2021: $2,907,869Liabilities 2021: $538,702Net Assets 2021: $2,369,1672021Assets 2022: $8,336,811Liabilities 2022: $5,980,254Net Assets 2022: $2,356,5572022Assets 2023: $8,233,349Liabilities 2023: $112,379Net Assets 2023: $8,120,9702023Assets 2024: $8,256,759Liabilities 2024: $153,883Net Assets 2024: $8,102,8762024Assets 2025: $8,082,892Liabilities 2025: $143,438Net Assets 2025: $7,939,4542025

Highlighted filing

2019

Assets$2,897,479
Liabilities$685,150
Net Assets$2,212,329

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $646,094Expenses 2012: $559,545Net Income 2012: $86,5492012Revenue 2013: $664,743Expenses 2013: $602,111Net Income 2013: $62,6322013Revenue 2014: $1,075,115Expenses 2014: $975,990Net Income 2014: $99,1252014Revenue 2015: $789,518Expenses 2015: $604,091Net Income 2015: $185,4272015Revenue 2016: $814,581Expenses 2016: $612,283Net Income 2016: $202,2982016Revenue 2017: $908,357Expenses 2017: $660,338Net Income 2017: $248,0192017Revenue 2018: $956,266Expenses 2018: $813,583Net Income 2018: $142,6832018Revenue 2019: $879,721Expenses 2019: $772,926Net Income 2019: $106,7952019Revenue 2020: $829,295Expenses 2020: $809,610Net Income 2020: $19,6852020Revenue 2021: $818,622Expenses 2021: $681,469Net Income 2021: $137,1532021Revenue 2022: $879,446Expenses 2022: $892,056Net Income 2022: -$12,6102022Revenue 2023: $12,869,060Expenses 2023: $7,104,647Net Income 2023: $5,764,4132023Revenue 2024: $1,259,127Expenses 2024: $1,277,221Net Income 2024: -$18,0942024Revenue 2025: $1,380,377Expenses 2025: $1,543,799Net Income 2025: -$163,4222025

Highlighted filing

2019

Revenue$879,721
Expenses$772,926
Net Income$106,795
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Aug 16, 2019
Return Version
2018v3.1
Gross Receipts
$879,721
Mission and Program Overview

Mission

Assistance league of charlotte is the 93rd chapter of assistance league and was founded in 1992 as a nonprofit corporation. Its member volunteers are dedicated to improving the lives of children and families through community-based philanthropic programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,981,234$1,914,624▼ $66,610
Savings and Temporary Cash Investments$670,151$343,059▼ $327,092
Investments Program Related$26,665$329,514▲ $302,849
Cash and Non-Interest-Bearing Accounts$164,604$183,855▲ $19,251
Inventories for Sale or Use$138,496$120,340▼ $18,156
Prepaid Expenses and Deferred Charges$3,311$4,425▲ $1,114
Accounts Receivable$30,289$1,662▼ $28,627
Total Assets$3,014,750$2,897,479▼ $117,271
Liabilities
Other Liabilities$804,338$602,254▼ $202,084
Grants Payable$71,500$60,993▼ $10,507
Accounts Payable and Accrued Expenses$23,138$11,903▼ $11,235
Deferred Revenue$10,240$10,000▼ $240
Total Liabilities$909,216$685,150▼ $224,066
Net Assets / Fund Balance
Unrestricted Net Assets$2,071,354$2,167,120▲ $95,766
Permanently Rstr Net Assets$21,425$27,000▲ $5,575
Temporarily Rstr Net Assets$12,755$18,209▲ $5,454
Total Net Assets Fund Balance$2,105,534$2,212,329▲ $106,795
Total Liabilities and Net Assets / Fund Balance$3,014,750$2,897,479▼ $117,271

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,604,392$287,036$1,891,428
Other Land Buildings$103,982$150,345$254,327
Land$206,250-$206,250
Investment Program Related Org$15,952--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$26,665$5,575▼ $149-$32,091
2017$24,706-▲ $1,959-$26,665
2016$22,529$900▲ $3,277$-2,000$24,706
2015$20,966$2,925▼ $1,362-$22,529
2014$42,702-▲ $1,859$-23,595$20,966
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lynn PazderPresident
Laura GallagherPresident El
Susan BrooksSecretary
Mary Lou GrgurichTreasurer
Susan RobertsVP Education
Jean MidkiffVP Fund Deve
Jo Ann ParryVP Marketing
Kelly FifieldVP Membershi
Susan BrackettVP Philanthr
RENEE D'AMICOVP Strategic
Revenue and Support

Revenue Composition

Contributions and Grants
$867,236
Program Service Revenue
$13,022
Investment Income
$-2,289
Other Revenue
$1,752
All Other Contributions
$843,819
Change in Net Assets
$106,795

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$609,728Thrift Shop Value
Other Non Cash Contri Table1$21,431Fair Market Value
Total Noncash Contributions1$631,159-

Audited Revenue Reconciliation

Revenue per Audited Statements
$879,721
Revenue Not Reported on Form 990
$21,272
Total Revenue per Audited Statements
$900,993
Total Revenue per Form 990
$879,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$629,727
Total Fundraising Expense$126,365
Grants and Similar Amounts Paid$92,044
Salaries, Compensation, and Employee Benefits$51,155
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$92,044--$92,044
Depreciation Depletion$26,630$2,803$40,645$70,078
Other Salaries and Wages$47,520--$47,520
Interest$11,371$1,198$17,356$29,925
Occupancy$9,569$1,007$14,605$25,181
Fees for Services Accounting$6,372$8,112-$14,484
All Other Expenses$4,870$5,465$2,444$12,779
Conferences and Meetings$5,064$2,121$4,222$11,407
Payments to Affiliates-$7,080-$7,080
Insurance$2,625$276$4,007$6,908
Other Expenses$720$778$3,781$4,501
Payroll Taxes$3,635--$3,635
Advertising-$2,827-$2,827
Fees for Services Other$284$363-$647
Office Expenses$166$39-$205
Total Functional Expenses$614,492$32,069$126,365$772,926

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$794,198
Expenses per Audited Statements$772,926
Total Expenses per Form 990$772,926
Expenses Not Reported on Form 990$21,272
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
International Minute PressOwner Is SpousePrinting ServicesNo$2,860
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage Payable$602,254
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
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members can be voting, or non-voting (associate and sustaining)

Form 990, Page 6, Part VI, Line 7A

Voting members elect the governing body (board of directors) each year.

Form 990, Page 6, Part VI, Line 7B

Decisions made by the board regarding time, expenditures of money, and the organization's bylaws are then approved by the members.

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

The finance committee and board of directors will review the form 990 before it is filed.

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

Members sign acknowledgement of having read the conflict of interest policy annually.

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

The employee policy committee reviews the teen court program administator's performance and salary annually.

Form 990, Page 6, Part VI, Line 19

Many documents are available on the organization's website. Documents not available via the website can be requested from the organization.

Filing and Contact Details

Filer

Filer Name
Assistance League of Charlotte
EIN
56-1781080
Phone
7045255228
Address
PO BOX 471112, CHARLOTTE, NC 28247

Signing Officer

Name
Mary Lou Grgurich
Title
Treasurer
Phone
7045255228
Signed
2019-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Lou Grgurich
Formed
1992
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
376

Preparer

Firm
J Ronald Martin Pa
Address
1850 E 3RD ST STE 305, CHARLOTTE, NC 28204-3234
Preparer
Julia Cook
Phone
7043756405
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Assistance league of charlotte is the 93rd chapter of assistance league and was founded in 1992 as a nonprofit corporation. Its member volunteers are dedicated to improving the lives of children and families through community-based philanthropic programs.

Form 990, Page 2, Part III, Line 4D

Other program services include: (1) the assistance league scholarship fund which awarded the following in 2018-2019: (a) 15 college scholarships to charlotte-mecklenburg graduating seniors and previous scholarship recipients; (b) 315 children received scholarships to attend summer camp, after-school programs and private lessons focused on music, art and literacy; and (c) two adults received scholarships to attend community culinary school of charlotte and (2) outreach programs which provides goods for short-term needs to the charlotte-mecklenburg community.

Form 990, Page 12, Part XII, Line 2C

The finance committee oversees the audit process. This process has not changed from the prior year.

Financial Statement Notes

Schedule D, Page 4, Part XIII

The earnings are to be used for the maintenance of the chapter house.

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IRS990/InventoriesForSaleOrUseGrp/BOYAmt0138496
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0120340
IRS990/InvestmentIncomeGrp/ExclusionAmt0-2289
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-2289
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt026665
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0329514
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt01981234
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01914624
IRS990/LandBldgEquipCostOrOtherBssAmt02352005
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ASSISTANCE LEAGUE OF CHARLOTTE IS THE 93RD CHAPTER OF ASSISTANCE LEAGUE AND WAS FOUNDED IN 1992 AS A NONPROFIT CORPORATION. ITS MEMBER VOLUNTEERS ARE DEDICATED TO IMPROVING THE LIVES OF CHILDREN AND FAMILIES THROUGH COMMUNITY-BASED PHILANTHROPIC PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02105534
IRS990/NetAssetsOrFundBalancesEOYAmt02212329
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0631159
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt014605
IRS990/OccupancyGrp/ManagementAndGeneralAmt01007
IRS990/OccupancyGrp/ProgramServicesAmt09569
IRS990/OccupancyGrp/TotalAmt025181
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039
IRS990/OfficeExpensesGrp/ProgramServicesAmt0166
IRS990/OfficeExpensesGrp/TotalAmt0205
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc2REPAIRS/MAINTENANCE
IRS990/OtherExpensesGrp/Desc3VAN EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt028019
IRS990/OtherExpensesGrp/FundraisingAmt111286
IRS990/OtherExpensesGrp/FundraisingAmt23781
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0778
IRS990/OtherExpensesGrp/ProgramServicesAmt0197148
IRS990/OtherExpensesGrp/ProgramServicesAmt1199079
IRS990/OtherExpensesGrp/ProgramServicesAmt27395
IRS990/OtherExpensesGrp/ProgramServicesAmt3720
IRS990/OtherExpensesGrp/TotalAmt0225167
IRS990/OtherExpensesGrp/TotalAmt1199079
IRS990/OtherExpensesGrp/TotalAmt219459
IRS990/OtherExpensesGrp/TotalAmt34501
IRS990/OtherLiabilitiesGrp/BOYAmt0804338
IRS990/OtherLiabilitiesGrp/EOYAmt0602254
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01752
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01752
IRS990/OtherRevenueTotalAmt01752
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047520
IRS990/OtherSalariesAndWagesGrp/TotalAmt047520
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt07080
IRS990/PaymentsToAffiliatesGrp/TotalAmt07080
IRS990/PayrollTaxesGrp/ProgramServicesAmt03635
IRS990/PayrollTaxesGrp/TotalAmt03635
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt021425
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt027000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03311
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04425
IRS990/PrincipalOfficerNm0MARY LOU GRGURICH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt013022
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013022
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATION CHECK HUNGER WAS ESTABLISHED IN 1992 AND IS DESIGNED TO ALLEVIATE CHILDREN'S HUNGER BY DISTRIBUTING FOOD IN THESE WAYS: (1) PROVIDING WEEKLY TAKE HOME BACKPACKS TO HUNDRED OF CHILDREN IN SEVEN LOCAL ELEMENTARY SCHOOLS - EACH BACKPACK CONTAINS NON-PERISHABLE FOOD ITEMS FOR THE STUDENT AND FAMILY TO SUPPLEMENT THEIR WEEKEND MEALS; (2) MAINTAINING TWO SCHOOL EMERGENCY FOOD PANTRIES DESIGNED TO HELP AT-RISK FAMILIES; (3) DELIVERING MONTHLY SNACKS TO A SPECIAL NEEDS SCHOOL TO SUPPLEMENT LIFE SKILLS FIELD TRIPS AND APPLESAUCE TO ASSIST WITH ADMINISTRATION OF MEDICATION; (4) MAKING A BULK PROTEIN DONATION TO THE LOCAL FOOD BANK OR FOOD ASSISTANCE AGENCY; (5) MAKING DONATIONS TO MOBILE PANTRIES THAT FEED FAMILIES WITHIN SELECTED SCHOOL COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0190911
IRS990/ProgSrvcAccomActy3Grp/Desc0MECKLENBURG COUNTY TEEN COURT IS DESIGNED TO PROVIDE JUVENILES WITH NO PREVIOUS CONVICTIONS A SECOND CHANCE WHEN THEY ADMIT THEIR GUILT TO A MISDEMEANOR OFFENSE, AGREE TO BE TRIED BY A JURY OF THEIR PEERS, AND TAKE RESPONSIBILITY FOR THEIR ACTIONS. DEFENDANTS ARE REFERRED TO TEEN COURT ONLY BY THE DEPARTMENT OF JUVENILE JUSTICE AND BY SCHOOL RESOURCE OFFICERS AND ARE THOROUGHLY SCREENED FOR APPROPRIATENESS TO THE PROGRAM. TEEN COURT ALSO TRAINS TEEN VOLUNTEERS BETWEEN THE AGES OF ELEVEN AND EIGHTEEN IN THE LEGAL PROCESS AS JURORS, CLERKS OF COURT, BAILIFFS, AND ATTORNEYS, EMPHASIZING COMMUNICATION, LEADERSHIP, AND DIVERSITY SKILLS. MECKLENBURG COUNTY TEEN COURT ASSISTED 264 YOUTH OFFENDERS IN 2018-2019.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt082696
IRS990/ProgSrvcAccomActy3Grp/GrantAmt06000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt023417
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE: (1) THE ASSISTANCE LEAGUE SCHOLARSHIP FUND WHICH AWARDED THE FOLLOWING IN 2018-2019: (A) 15 COLLEGE SCHOLARSHIPS TO CHARLOTTE-MECKLENBURG GRADUATING SENIORS AND PREVIOUS SCHOLARSHIP RECIPIENTS; (B) 315 CHILDREN RECEIVED SCHOLARSHIPS TO ATTEND SUMMER CAMP, AFTER-SCHOOL PROGRAMS AND PRIVATE LESSONS FOCUSED ON MUSIC, ART AND LITERACY; AND (C) TWO ADULTS RECEIVED SCHOLARSHIPS TO ATTEND COMMUNITY CULINARY SCHOOL OF CHARLOTTE AND (2) OUTREACH PROGRAMS WHICH PROVIDES GOODS FOR SHORT-TERM NEEDS TO THE CHARLOTTE-MECKLENBURG COMMUNITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0138078
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt086044
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0939810
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0108020
IRS990/PYInvestmentIncomeAmt02499
IRS990/PYOtherExpensesAmt0655898
IRS990/PYOtherRevenueAmt0853
IRS990/PYProgramServiceRevenueAmt013104
IRS990/PYRevenuesLessExpensesAmt0142683
IRS990/PYSalariesCompEmpBnftPaidAmt049665
IRS990/PYTotalExpensesAmt0813583
IRS990/PYTotalRevenueAmt0956266
IRS990/ReconcilationRevenueExpnssAmt0106795
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0670151
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0343059
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 12,252
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0270530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0295933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0350279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0251164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0250590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01418496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0-2289
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02499
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03634
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0-458
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01998
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0619261
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0647412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0567185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0533844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0523253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02890955
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0-2289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0-458
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01998
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05384
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01752
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0853
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0308
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt09339
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012252
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99590
IRS990ScheduleA/PublicSupportPY509Pct00.99430
IRS990ScheduleA/PublicSupportTotal509Amt04309451
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0889791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0943345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0917464
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0785008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0773843
IRS990ScheduleA/Total509Grp/TotalAmt04309451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0889254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0946697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0921406
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0793889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0775841
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04327087
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01604392
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0287036
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01891428
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026665
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05575
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt032091
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-149
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt024706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026665
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01959
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022529
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt024706
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03277
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-2000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt020966
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02925
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022529
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1362
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt042702
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt020966
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01859
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-23595
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt021272
IRS990ScheduleD/DonatedServicesUseFcltsAmt021272
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt021272
IRS990ScheduleD/ExpensesSubtotalAmt0772926
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0297423
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt116139
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt215952
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0CHARLES SCHWAB
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1OAKMARK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2DODGE & COX
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/LandGrp/BookValueAmt0206250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0206250
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0103982
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0150345
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0254327
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0602254

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$0.14$7.94$1.38$1.54$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.26$0.15$8.10$1.26$1.28$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.23$0.11$8.12$12.9$7.10$5.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$5.98$2.36$0.88$0.89$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.54$2.37$0.82$0.68$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.61$2.23$0.83$0.81$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.69$2.21$0.88$0.77$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.91$2.11$0.96$0.81$0.14
2017Summary only. Only limited summary data is available for this year.$3.01$1.05$1.96$0.91$0.66$0.25
2016Summary only. Only limited summary data is available for this year.$2.90$1.18$1.71$0.81$0.61$0.20
2015Summary only. Only limited summary data is available for this year.$2.93$1.42$1.51$0.79$0.60$0.19
2014Summary only. Only limited summary data is available for this year.$2.94$1.61$1.33$1.08$0.98$0.10
2013Summary only. Only limited summary data is available for this year.$2.46$1.23$1.23$0.66$0.60$0.06
2012Summary only. Only limited summary data is available for this year.$1.21$0.04$1.17$0.65$0.56$0.09