Civic Intelligence

Triangle Golf Foundation Inc.

990 • Fiscal year 2020 • EIN 56-2266025

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 24, 2021

3737 Glenwood Avenue No 415Raleigh, NC 27612

(919) 239-8056

Siviq Scores

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

Liabilities / Assets

67th percentile

0.36x

Higher debt load relative to assets than 67% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

2.00x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

79th percentile

$213,535

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

91st percentile

60%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$5,971,386

Up $2,243,463 (+60%) from 2019

Net Assets

Up

$3,832,426

Up $123,104 (+3.3%) from 2019

Liabilities

Up

$2,138,960

Up $2,120,359 (+11399%) from 2019

Revenue

Down

$1,068,241

Down $2,494,145 (-70%) from 2019

Expenses

Up

$950,462

Up $109,999 (+13%) from 2019

Net Income

Down

$117,779

Down $2,604,144 (-96%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $109,932Liabilities 2011: $2,251Net Assets 2011: $107,6812011Assets 2012: $185,084Liabilities 2012: $15,750Net Assets 2012: $169,3342012Assets 2013: $410,542Liabilities 2013: $8,741Net Assets 2013: $401,8012013Assets 2014: $537,219Liabilities 2014: $22,336Net Assets 2014: $514,8832014Assets 2015: $539,323Liabilities 2015: $14,285Net Assets 2015: $525,0382015Assets 2016: $563,565Liabilities 2016: $22,747Net Assets 2016: $540,8182016Assets 2017: $801,261Liabilities 2017: $18,857Net Assets 2017: $782,4042017Assets 2018: $980,696Liabilities 2018: $20,046Net Assets 2018: $960,6502018Assets 2019: $3,727,923Liabilities 2019: $18,601Net Assets 2019: $3,709,3222019Assets 2020: $5,971,386Liabilities 2020: $2,138,960Net Assets 2020: $3,832,4262020Assets 2021: $7,724,462Liabilities 2021: $1,968,389Net Assets 2021: $5,756,0732021Assets 2022: $8,193,524Liabilities 2022: $1,780,282Net Assets 2022: $6,413,2422022Assets 2023: $9,070,406Liabilities 2023: $1,690,640Net Assets 2023: $7,379,7662023Assets 2024: $11,465,423Liabilities 2024: $2,674,529Net Assets 2024: $8,790,8942024

Highlighted filing

2020

Assets$5,971,386
Liabilities$2,138,960
Net Assets$3,832,426

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $233,5492011Expenses 2012: $331,0102012Revenue 2013: $519,692Expenses 2013: $287,225Net Income 2013: $232,4672013Revenue 2014: $515,738Expenses 2014: $398,718Net Income 2014: $117,0202014Revenue 2015: $469,112Expenses 2015: $448,888Net Income 2015: $20,2242015Revenue 2016: $492,532Expenses 2016: $489,566Net Income 2016: $2,9662016Revenue 2017: $821,876Expenses 2017: $603,854Net Income 2017: $218,0222017Revenue 2018: $920,479Expenses 2018: $717,476Net Income 2018: $203,0032018Revenue 2019: $3,562,386Expenses 2019: $840,463Net Income 2019: $2,721,9232019Revenue 2020: $1,068,241Expenses 2020: $950,462Net Income 2020: $117,7792020Revenue 2021: $3,148,007Expenses 2021: $1,224,360Net Income 2021: $1,923,6472021Revenue 2022: $2,305,528Expenses 2022: $1,637,829Net Income 2022: $667,6992022Revenue 2023: $2,369,419Expenses 2023: $1,537,257Net Income 2023: $832,1622023Revenue 2024: $1,943,873Expenses 2024: $2,132,058Net Income 2024: -$188,1852024

Highlighted filing

2020

Revenue$1,068,241
Expenses$950,462
Net Income$117,779
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 24, 2021
Return Version
2020v4.1
Gross Receipts
$1,162,735
Mission and Program Overview

Mission

To impact the lives of young people by providing educational programs that build character, instill life-enhancing values and promote healthy choices through the game of golf.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$206,366$4,010,971▲ $3,804,605
Pledges and Grants Receivable$1,369,335$1,028,083▼ $341,252
Cash and Non-Interest-Bearing Accounts$195,620$583,993▲ $388,373
Prepaid Expenses and Deferred Charges$159,571$143,840▼ $15,731
Savings and Temporary Cash Investments$1,713,612$76,450▼ $1,637,162
Accounts Receivable$30,484$63,867▲ $33,383
Investments Other Securities$50,554$57,448▲ $6,894
Total Assets$3,727,923$5,971,386▲ $2,243,463
Other Assets Total$2,381$6,734▲ $4,353
Liabilities
Unsecured Notes Loans Payable-$2,088,500-
Accounts Payable and Accrued Expenses$16,066$45,200▲ $29,134
Deferred Revenue$2,535$5,260▲ $2,725
Total Liabilities$18,601$2,138,960▲ $2,120,359
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$626,375$2,255,299▲ $1,628,924
Net Assets With Donor Restrictions$3,082,947$1,577,127▼ $1,505,820
Total Net Assets Fund Balance$3,709,322$3,832,426▲ $123,104
Total Liabilities and Net Assets / Fund Balance$3,727,923$5,971,386▲ $2,243,463

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,009,000-$4,009,000
Leasehold Improvements$29,586-$29,586
Equipment$24,359-$24,359
Other Land Buildings$-51,974$51,974-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandon BakerExecutive DirectorFT$206,746$6,789$213,535

Board Members and Trustees

NameTitle
Andy BilodeauChair
John RoosVice Chair
Bob HatleyBoard Member
Brian SischoBoard Member
James ForrestBoard Member
Jennings GlennBoard Member
Justin GoodBoard Member
Laurie HughesBoard Member
Robert BuhlerBoard Member
Robert LongBoard Member
Scott MahoneyBoard Member
Ted KlinckBoard Member
Tj WymanBoard Member
Fred Mills JrSecretary
Brad GeorgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$488,987
Program Service Revenue
$71,750
Investment Income
$2,063
Other Revenue
$505,441
All Other Contributions
$488,987
Change in Net Assets
$117,779

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table49$47,441Fair Market Value
Securities Publicly Traded1$5,213Average High/low
Total Noncash Contributions50$52,654-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,068,241
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$91,766
Total Revenue per Audited Statements
$1,160,007
Total Revenue per Form 990
$1,068,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$533,803
Other Expenses$416,659
Total Fundraising Expense$256,908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$287,727$28,302$149,224$465,253
Fees for Services Other$104,945$2,259-$107,204
Other Expenses--$86,741$86,741
Occupancy$35,694$7,219$4,723$47,636
Payroll Taxes$22,005$6,707$9,965$38,677
Interest$32,801--$32,801
Office Expenses$17,909$12,503$1,323$31,735
Other Employee Benefits$16,568$8,566$4,739$29,873
Information Technology$29,694--$29,694
Fees for Services Accounting-$25,846-$25,846
Travel$20,450--$20,450
Insurance-$17,360-$17,360
Advertising$10,757--$10,757
Depreciation Depletion$5,952$290$193$6,435
Total Functional Expenses$584,502$109,052$256,908$950,462

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,036,903
Expenses per Audited Statements$950,462
Total Expenses per Form 990$950,462
Expenses Not Reported on Form 990$86,441
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$424,917
Fundraising Direct Expenses$94,494
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$216,621$216,621$49,538$167,083
Annual Spring Event$136,500$136,500$20,826$115,674
Total Events$424,917$424,917$94,494$330,423
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
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

Once complete, the 990 is given to the governing body for review and approval. The 990 is then filed.

Form 990, Part VI, Section B, Line 15

The board uses the first tee, home office comparable data for other executive directors within the network with similar experience, similar financial budgets as well as similar number of participants. The individuals personal performance standards relative to specific goals and accountabilities are also considered and reflected in the annual performance evaluation which is lead by the board chair and reviewed with the board.

Form 990, Part VI, Section C, Line 19

The organization's financial information is available electronically through the nc attorney general's website as a part of their renewal process for their solicitaiton license.

Filing and Contact Details

Filer

Filer Name
Triangle Golf Foundation Inc
EIN
56-2266025
Phone
9192398056
Address
3737 GLENWOOD AVENUE NO 415, RALEIGH, NC 27612

Signing Officer

Name
Brandon Baker
Title
President and Executive Director
Phone
9192398056
Signed
2021-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandon Baker
Formed
2004
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
59
Volunteers
150

Preparer

Firm
D M J & Co Pllc
Address
703 GREEN VALLEY ROAD SUITE 201, GREENSBORO, NC 27408
Preparer
Amy B Thabet CPA
Phone
3362759886
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Education expense: program service expenses 25,827. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,827. Golf course: program service expenses 79,118. Management and general expenses 0. Fundraising expenses 0. Total expenses 79,118. Dues and subscriptions: program service expenses 0. Management and general expenses 2,259. Fundraising expenses 0. Total expenses 2,259.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The foundation is exempt from income taxes under section 501(c)(3). Accordingly, no provision has been made for income taxes. The foundation accounts for uncertain income tax positions by prescribing a minimum probability threshold a tax position must meet before a financial statement income tax benefit is recognized. The minimum threshold is defined as a tax position, based solely on its technical merits, that would more likely than not be sustained upon examination by the relevant tax authority with knowledge of the same facts. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than 50% likely of being realized upon ultimate resolution. Based on all known facts and circumstances and current tax law, the partnership believes the total amount of uncertain income tax position liabilities and related accrued interest are not material to its financial position. As of december 31, 2020 and including the previous three years considering extensions, the foundation's income tax returns are open and subject to examination by tax authorities with relevant jurisdiction. Should such an examination take place, management does not anticipate any significant issues related to the open years.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingGrossIncomeAmt0424917
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01162735
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt029694
IRS990/InformationTechnologyGrp/TotalAmt029694
IRS990/InsuranceGrp/ManagementAndGeneralAmt017360
IRS990/InsuranceGrp/TotalAmt017360
IRS990/InterestGrp/ProgramServicesAmt032801
IRS990/InterestGrp/TotalAmt032801
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02063
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt050554
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IRS990/IRPDocumentCnt010
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0206366
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04010971
IRS990/LandBldgEquipCostOrOtherBssAmt04062945
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPACT THE LIVES OF YOUNG PEOPLE BY PROVIDING EDUCATIONAL PROGRAMS THAT BUILD CHARACTER, INSTILL LIFE-ENHANCING VALUES AND PROMOTE HEALTHY CHOICES THROUGH THE GAME OF GOLF.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03709322
IRS990/NetAssetsOrFundBalancesEOYAmt03832426
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0330423
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0330423
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05325
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0626375
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02255299
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04723
IRS990/OccupancyGrp/ManagementAndGeneralAmt07219
IRS990/OccupancyGrp/ProgramServicesAmt035694
IRS990/OccupancyGrp/TotalAmt047636
IRS990/OfficeExpensesGrp/FundraisingAmt01323
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012503
IRS990/OfficeExpensesGrp/ProgramServicesAmt017909
IRS990/OfficeExpensesGrp/TotalAmt031735
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02381
IRS990/OtherAssetsTotalGrp/EOYAmt06734
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04739
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08566
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016568
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029873
IRS990/OtherExpensesGrp/Desc0OTHER FUNDRAISING EXPEN
IRS990/OtherExpensesGrp/FundraisingAmt086741
IRS990/OtherExpensesGrp/TotalAmt086741
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0RANGE/PRACTICE AREA RE
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0168509
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16509
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0168509
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16509
IRS990/OtherRevenueTotalAmt0175018
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0149224
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028302
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0287727
IRS990/OtherSalariesAndWagesGrp/TotalAmt0465253
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09965
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06707
IRS990/PayrollTaxesGrp/ProgramServicesAmt022005
IRS990/PayrollTaxesGrp/TotalAmt038677
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01369335
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01028083
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0159571
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0143840
IRS990/PrincipalOfficerNm0BRANDON BAKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt071750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt071750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03078299
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014347
IRS990/PYOtherExpensesAmt0353425
IRS990/PYOtherRevenueAmt0371341
IRS990/PYProgramServiceRevenueAmt098399
IRS990/PYRevenuesLessExpensesAmt02721923
IRS990/PYSalariesCompEmpBnftPaidAmt0431321
IRS990/PYTotalExpensesAmt0840463
IRS990/PYTotalProfFndrsngExpnsAmt055717
IRS990/PYTotalRevenueAmt03562386
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0117779
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt071750
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01713612
IRS990/SavingsAndTempCashInvstGrp/EOYAmt076450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0488987
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03078299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0542593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0478813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0218440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04807132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03874
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02461
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021457
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99280
IRS990ScheduleA/PublicSupportPY170Pct00.99100
IRS990ScheduleA/PublicSupportTotal170Amt04793704
IRS990ScheduleA/SubstantialContributorsTotAmt013428
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0488987
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0542593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0478813
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0218440
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04807132
IRS990ScheduleA/TotalSupportAmt04828589
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/DonatedServicesAndUseFcltsAmt086441
IRS990ScheduleD/DonatedServicesUseFcltsAmt086441
IRS990ScheduleD/EquipmentGrp/BookValueAmt024359
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024359
IRS990ScheduleD/ExpensesNotReportedAmt086441
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0950462
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt04009000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04009000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt029586
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt029586
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05325
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-51974
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt051974
IRS990ScheduleD/RevenueNotReportedAmt091766
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01068241
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE FOUNDATION ACCOUNTS FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE PARTNERSHIP BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST ARE NOT MATERIAL TO ITS FINANCIAL POSITION. AS OF DECEMBER 31, 2020 AND INCLUDING THE PREVIOUS THREE YEARS CONSIDERING EXTENSIONS, THE FOUNDATION'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04010971
IRS990ScheduleD/TotalExpensesPerForm990Amt0950462
IRS990ScheduleD/TotalRevenuePerForm990Amt01068241
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01160007
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01036903
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt094494
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL SPRING EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0136500

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$2.67$8.79$1.94$2.13$0.19
2023Detailed filing. Detailed filing data is available for this year.$9.07$1.69$7.38$2.37$1.54$0.83
2022Detailed filing. Detailed filing data is available for this year.$8.19$1.78$6.41$2.31$1.64$0.67
2021Detailed filing. Detailed filing data is available for this year.$7.72$1.97$5.76$3.15$1.22$1.92
2020Detailed filing. Detailed filing data is available for this year.$5.97$2.14$3.83$1.07$0.95$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.73$0.02$3.71$3.56$0.84$2.72
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.96$0.92$0.72$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.02$0.78$0.82$0.60$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.02$0.54$0.49$0.49$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$0.47$0.45$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.02$0.51$0.52$0.40$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.52$0.29$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.02$0.17$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.23