Civic Intelligence

Durham Library Foundation

990 • Fiscal year 2024 • EIN 56-2189129

Jul 01, 2023 to Jun 30, 2024 • Filed on Jun 02, 2025

PO Box 25246Durham, NC 27702

(919) 886-6752

Siviq Scores

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

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.10x

Higher debt load relative to revenue than 34% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Source year 2024

Net Margin

97th percentile

75%

Higher net margin than 97% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$60,753

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • NTEE B • $5M-$10M nonprofits • Source year 2024

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

185%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,045,846

Up $742,046 (+14%) from 2023

Net Assets

Up

$5,935,495

Up $636,349 (+12%) from 2023

Liabilities

Up

$110,351

Up $105,697 (+2271%) from 2023

Revenue

Up

$1,115,923

Up $723,818 (+185%) from 2023

Expenses

Down

$275,516

Down $45,172 (-14%) from 2023

Net Income

Up

$840,407

Up $768,990 (+1077%) from 2023

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,346,915Liabilities 2010: $6,104Net Assets 2010: $2,340,8112010Assets 2011: $2,807,895Liabilities 2011: $13,943Net Assets 2011: $2,793,9522011Assets 2012: $2,946,255Liabilities 2012: $10,073Net Assets 2012: $2,936,1822012Assets 2013: $3,518,366Liabilities 2013: $13,677Net Assets 2013: $3,504,6892013Assets 2014: $4,030,387Liabilities 2014: $22,612Net Assets 2014: $4,007,7752014Assets 2015: $3,925,610Liabilities 2015: $10,197Net Assets 2015: $3,915,4132015Assets 2016: $3,990,910Liabilities 2016: $23,010Net Assets 2016: $3,967,9002016Assets 2017: $4,401,299Liabilities 2017: $0Net Assets 2017: $4,401,2992017Assets 2018: $4,607,837Liabilities 2018: $73,189Net Assets 2018: $4,534,6482018Assets 2019: $4,427,874Liabilities 2019: $4,502Net Assets 2019: $4,423,3722019Assets 2020: $4,166,773Liabilities 2020: $1,993Net Assets 2020: $4,164,7802020Assets 2021: $5,320,723Liabilities 2021: $2,132Net Assets 2021: $5,318,5912021Assets 2022: $4,869,415Liabilities 2022: $2,376Net Assets 2022: $4,867,0392022Assets 2023: $5,303,800Liabilities 2023: $4,654Net Assets 2023: $5,299,1462023Assets 2024: $6,045,846Liabilities 2024: $110,351Net Assets 2024: $5,935,4952024Assets 2025: $7,969,380Liabilities 2025: $193,280Net Assets 2025: $7,776,1002025

Highlighted filing

2024

Assets$6,045,846
Liabilities$110,351
Net Assets$5,935,495

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $208,3932010Revenue 2011: $589,863Expenses 2011: $147,123Net Income 2011: $442,7402011Expenses 2012: $191,0612012Expenses 2013: $349,4052013Revenue 2014: $449,669Expenses 2014: $239,634Net Income 2014: $210,0352014Revenue 2015: $445,025Expenses 2015: $253,485Net Income 2015: $191,5402015Revenue 2016: $299,583Expenses 2016: $195,022Net Income 2016: $104,5612016Revenue 2017: $484,377Expenses 2017: $196,838Net Income 2017: $287,5392017Revenue 2018: $430,670Expenses 2018: $362,593Net Income 2018: $68,0772018Revenue 2019: $840,674Expenses 2019: $1,041,085Net Income 2019: -$200,4112019Revenue 2020: $904,394Expenses 2020: $670,105Net Income 2020: $234,2892020Revenue 2021: $573,063Expenses 2021: $352,743Net Income 2021: $220,3202021Revenue 2022: $573,432Expenses 2022: $318,227Net Income 2022: $255,2052022Revenue 2023: $392,105Expenses 2023: $320,688Net Income 2023: $71,4172023Revenue 2024: $1,115,923Expenses 2024: $275,516Net Income 2024: $840,4072024Revenue 2025: $1,607,668Expenses 2025: $349,803Net Income 2025: $1,257,8652025

Highlighted filing

2024

Revenue$1,115,923
Expenses$275,516
Net Income$840,407
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jun 2, 2025
Return Version
2023v6.0
Gross Receipts
$4,411,074
Mission and Program Overview

Mission

Mission - the mission of the durham library foundation is to provide a margin of excellence for durham county library. We bridge the gap between county funding and need through investment management and resource development, including annual giving.

The foundation enhances county funding of public library services and facilities in durham county, north carolina by securing, maintaining, and expending or donating to the county library system for its expenditure, resources from other sources, both public and private. The objective is to provide a margin of excellence, beyond that attainable from county funding alone, for the county library system in its services to its public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,008,292$5,521,421▲ $513,129
Savings and Temporary Cash Investments$153,828$346,408▲ $192,580
Cash and Non-Interest-Bearing Accounts$140,070$167,455▲ $27,385
Accounts Receivable$1,610$10,562▲ $8,952
Total Assets$5,303,800$6,045,846▲ $742,046
Liabilities
Accounts Payable and Accrued Expenses$2,377$107,986▲ $105,609
Other Liabilities$2,277$2,365▲ $88
Total Liabilities$4,654$110,351▲ $105,697
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,336,224$4,809,138▲ $472,914
Net Assets Without Donor Restrictions$962,922$1,126,357▲ $163,435
Total Net Assets Fund Balance$5,299,146$5,935,495▲ $636,349
Total Liabilities and Net Assets / Fund Balance$5,303,800$6,045,846▲ $742,046

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,521,421--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,194,107$72,315▲ $536,403$106,005$4,696,820
2022$3,898,886$24,811▲ $350,542$80,132$4,194,107
2021$4,370,924$27,337▼ $381,445$117,930$3,898,886
2020$3,419,210$39,905▲ $1,001,389$89,580$4,370,924
2019$3,481,491$25,208▲ $4,801$92,290$3,419,210
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen WellsExecutive DirectorFT$60,753$60,753

Board Members and Trustees

NameTitle
Arthur RogersPresident
Liz GustafsonVice President
Willis P WhichardBoard of Trustees Represen
Ann CraverDirector
Carl BrownDirector
Desiree PalmerDirector
Gloria QuickDirector
John BowmanDirector
Judith RudermanDirector
Kate MedleyDirector
Norma MartinDirector
Robin EmmomsDirector
Steve KeirDirector
Kathy JacksonFriends Representation
Jennings BrodySecretary
Sam NicholsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,676
Program Service Revenue
$0
Investment Income
$893,247
Other Revenue
$0
All Other Contributions
$222,676
Change in Net Assets
$840,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,547
Other Expenses$96,664
Salaries, Compensation, and Employee Benefits$67,305
Total Fundraising Expense$40,700
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,547--$111,547
Current Officers, Directors, Trustees, and Key Employees$18,756$25,009$18,757$62,522
Fees for Service Investment Mgmnt Fees-$24,150-$24,150
Fees for Services Other$11,186$4,474$6,712$22,372
Fees for Services Accounting-$14,120-$14,120
Office Expenses$3,809$5,214$4,843$13,866
Advertising$1,958$1,958$2,611$6,527
Payroll Taxes$1,435$1,913$1,435$4,783
Other Expenses$3,085$1,084$1,354$2,438
Insurance-$2,033-$2,033
Total Functional Expenses$151,776$83,040$40,700$275,516
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Durham County LibraryDurham, NC-Library Programs$111,547
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
Payroll Liabilities$2,365
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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

Form 990 is prepared by an independent cpa firm with the assistance of the board treasurer. Upon completion, the form 990 is presented to the committee on finance for their review and approval. Once approved by the committee on finance, the form 990 is presented to the board of directors for their review and approval. Then the form 990 is filed with the internal revenue service.

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

Members of the board of directors sign an annual conflict of interest document.

Form 990, Part VI, Section C, Line 19

Financial documents and tax returns are made available upon request by contacting the organization at the following address: durham library foundation po box 25246 durham, nc 27702

Filing and Contact Details

Filer

Filer Name
Durham Library Foundation
EIN
56-2189129
Phone
9198866752
Address
PO BOX 25246, DURHAM, NC 27702

Signing Officer

Name
Sam Nichols
Title
Treasurer
Phone
9197499309
Signed
2025-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Nichols
Formed
2000
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
1
Volunteers
0

Preparer

Firm
Neal Bradsher & Taylor Pa
Address
4721 EMPEROR BOULEVARD SUITE 130, DURHAM, NC 27703
Preparer
Michael Clonch
Phone
9194893369
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

No changes were made by the organization to its oversight or selection process.

Financial Statement Notes

PART X, LINE 2:

Management has considered the tax positions taken in its tax returns and believes that all of the positions taken by the foundation in its federal exempt organization tax returns are more likely than not to be sustained upon examination. Generaly, the foundation's tax returns remain open for three years for examination by taxing authorities. The foundation does not believe there are any material uncertain tax positions and, accordingly, it did not recognize any liability for unrecognized tax benefits.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD OF TRUSTEES REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt15FRIENDS REPRESENTATION
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0710478
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt014112
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0111547
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0111547
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04005629
IRS990/GrossReceiptsAmt04411074
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02033
IRS990/InsuranceGrp/TotalAmt02033
IRS990/InvestmentIncomeGrp/ExclusionAmt0182769
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0182769
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05008292
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05521421
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03295151
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MISSION - THE MISSION OF THE DURHAM LIBRARY FOUNDATION IS TO PROVIDE A MARGIN OF EXCELLENCE FOR DURHAM COUNTY LIBRARY. OUR GOAL TO CLOSE THE GAP BETWEEN NEED AND COUNTY FUNDING IS ACCOMPLISHED BY INVESTMENT MANAGEMENT AND RESOURCE DEVELOPMENT, INCLUDING ANNUAL GIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05299146
IRS990/NetAssetsOrFundBalancesEOYAmt05935495
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0710478
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0710478
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-204058
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0962922
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01126357
IRS990/NoncashContributionsAmt010795
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt04843
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05214
IRS990/OfficeExpensesGrp/ProgramServicesAmt03809
IRS990/OfficeExpensesGrp/TotalAmt013866
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt04988
IRS990/OtherExpensesGrp/FundraisingAmt11354
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11084
IRS990/OtherExpensesGrp/ProgramServicesAmt03085
IRS990/OtherExpensesGrp/TotalAmt011158
IRS990/OtherExpensesGrp/TotalAmt12438
IRS990/OtherLiabilitiesGrp/BOYAmt02277
IRS990/OtherLiabilitiesGrp/EOYAmt02365
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01435
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01913
IRS990/PayrollTaxesGrp/ProgramServicesAmt01435
IRS990/PayrollTaxesGrp/TotalAmt04783
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SAM NICHOLS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT HUMANITIES - THE FOUNDATION'S HISTORY BEGAN WITH STRONG SUPPORT FROM THE NATIONAL ENDOWMENT FOR HUMANITIES AND LOCAL CONTRIBUTIONS IN 2007. SINCE THEN, HUNDREDS OF PRESENTATIONS HAVE FEATURED INTERNATIONAL, NATIONAL, AND LOCAL EXPERTS OF SUBJECTS INCLUDING THE ARTS, MUSIC, LOCAL HISTORY, RELIGION, LITERATURE, AND CULTURE. PROGRAMS ARE OFTEN DEVELOPED IN PARTNERSHIP WITH OUR MANY LOCAL ARTS AND HUMANITIES ORGANIZATIONS, NONPROFITS, AND INSTITUTIONS. IN ADDITION, THE FOUNDATION SUPPORTS PROJECTS FROM UNRESTRICTED FUNDS WHICH ARE OUTSIDE THE PURPOSES OF ENDOWMENT FUNDS, SUCH AS DIGGING DURHAM, A SEED LIBRARY FREE FOR DURHAM CITIZENS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt089192
IRS990/ProgSrvcAccomActy2Grp/GrantAmt065551
IRS990/ProgSrvcAccomActy3Grp/Desc0CHILDREN'S LITERACY - SUPPORT FOR CHILDREN'S LITERACY INCLUDES COLLECTIONS DEVELOPMENT AND PROGRAMS. E-AUDIO IS A GROWING NEED IN THE CHILDREN'S AREA. FUNDS WERE PROVIDED FOR CHILDREN'S BOOKS THAT ARE SOUND ENABLED WITHOUT THE AID OF A DEVICE. ADDITIONALLY, SUMMER READING AND CHILDREN'S ACTIVITIES IN LIBRARY FEST RECEIVE SUBSTANTIAL FUNDING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt043382
IRS990/ProgSrvcAccomActy3Grp/GrantAmt031883
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0294651
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0187042
IRS990/PYInvestmentIncomeAmt095855
IRS990/PYOtherExpensesAmt070150
IRS990/PYOtherRevenueAmt01599
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt071417
IRS990/PYSalariesCompEmpBnftPaidAmt063496
IRS990/PYTotalExpensesAmt0320688
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0392105
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0840407
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0153828
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0346408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0222676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0294651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0297566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0286657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0380690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01482240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0182769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0124529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0102919
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt086500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0100385
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0597102
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt016380
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58590
IRS990ScheduleA/PublicSupportPY170Pct00.72390
IRS990ScheduleA/PublicSupportTotal170Amt01218235
IRS990ScheduleA/SubstantialContributorsTotAmt0264005
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0222676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0294651
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0297566
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0286657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0380690
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01482240
IRS990ScheduleA/TotalSupportAmt02079342
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/CYEndwmtFundGrp/BeginningYearBalanceAmt04194107
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt072315
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04696820
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0536403
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0106005
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03898886
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt024811
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04194107
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0350542
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt080132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04370924
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt027337
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03898886
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-381445
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0117930
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03419210
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt039905
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04370924
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01001389
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt089580
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03481491
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025208
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03419210
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04801
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt092290
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02365
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05521421
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS CONSIDERED THE TAX POSITIONS TAKEN IN ITS TAX RETURNS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE FOUNDATION IN ITS FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. GENERALY, THE FOUNDATION'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05521421
IRS990ScheduleD/TotalLiabilityAmt02365
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0111547
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.97$0.19$7.78$1.61$0.35$1.26
2024Detailed filing. Detailed filing data is available for this year.$6.05$0.11$5.94$1.12$0.28$0.84
2023Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.39$0.32$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.57$0.32$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.57$0.35$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.16$0.90$0.67$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.42$0.84$1.04$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.61$0.07$4.53$0.43$0.36$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.48$0.20$0.29
2016Detailed filing. Detailed filing data is available for this year.$3.99$0.02$3.97$0.30$0.20$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.93$0.01$3.92$0.45$0.25$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.03$0.02$4.01$0.45$0.24$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.01$3.50$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.01$2.94$0.19
2011Summary only. Only limited summary data is available for this year.$2.81$0.01$2.79$0.59$0.15$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.01$2.34$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $5M-$10M nonprofits