Civic Intelligence

Gwinnett Tech Foundation Inc.

990 • Fiscal year 2015 • EIN 58-2106879

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 15, 2016

5150 Sugarloaf ParkwayLawrenceville, GA 30043

(678) 226-6425

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

85th percentile

30%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$91,031

Higher top officer pay than 36% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

67th percentile

6.0%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-1.2%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$7,847,252

Up $445,139 (+6.0%) from 2014

Net Assets

Up

$7,803,271

Up $450,734 (+6.1%) from 2014

Liabilities

Down

$43,981

Down $5,595 (-11%) from 2014

Revenue

Down

$1,694,000

Down $21,181 (-1.2%) from 2014

Expenses

Up

$1,180,223

Up $27,712 (+2.4%) from 2014

Net Income

Down

$513,777

Down $48,893 (-8.7%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $5,671,714Liabilities 2011: $2,810Net Assets 2011: $5,668,9042011Assets 2012: $6,976,354Liabilities 2012: $21,088Net Assets 2012: $6,955,2662012Assets 2013: $6,646,687Liabilities 2013: $33,019Net Assets 2013: $6,613,6682013Assets 2014: $7,402,113Liabilities 2014: $49,576Net Assets 2014: $7,352,5372014Assets 2015: $7,847,252Liabilities 2015: $43,981Net Assets 2015: $7,803,2712015Assets 2016: $8,165,492Liabilities 2016: $105,557Net Assets 2016: $8,059,9352016Assets 2017: $9,007,721Liabilities 2017: $140,347Net Assets 2017: $8,867,3742017Assets 2018: $8,587,612Liabilities 2018: $82,942Net Assets 2018: $8,504,6702018Assets 2019: $8,810,770Liabilities 2019: $188,311Net Assets 2019: $8,622,4592019Assets 2020: $8,778,014Liabilities 2020: $126,841Net Assets 2020: $8,651,1732020Assets 2021: $9,905,096Liabilities 2021: $77,463Net Assets 2021: $9,827,6332021Assets 2022: $8,861,749Liabilities 2022: $289,811Net Assets 2022: $8,571,9382022Assets 2023: $9,093,505Liabilities 2023: $252,251Net Assets 2023: $8,841,2542023Assets 2024: $9,431,990Liabilities 2024: $38,191Net Assets 2024: $9,393,7992024Assets 2025: $9,946,192Liabilities 2025: $120,475Net Assets 2025: $9,825,7172025

Highlighted filing

2015

Assets$7,847,252
Liabilities$43,981
Net Assets$7,803,271

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,188,787Expenses 2011: $973,963Net Income 2011: $214,8242011Revenue 2012: $3,373,133Expenses 2012: $1,110,279Net Income 2012: $2,262,8542012Revenue 2013: $769,126Expenses 2013: $1,172,593Net Income 2013: -$403,4672013Revenue 2014: $1,715,181Expenses 2014: $1,152,511Net Income 2014: $562,6702014Revenue 2015: $1,694,000Expenses 2015: $1,180,223Net Income 2015: $513,7772015Revenue 2016: $1,579,593Expenses 2016: $1,264,805Net Income 2016: $314,7882016Revenue 2017: $2,935,287Expenses 2017: $2,518,088Net Income 2017: $417,1992017Revenue 2018: $2,167,302Expenses 2018: $2,458,044Net Income 2018: -$290,7422018Revenue 2019: $1,623,738Expenses 2019: $1,710,578Net Income 2019: -$86,8402019Revenue 2020: $1,498,034Expenses 2020: $1,186,187Net Income 2020: $311,8472020Revenue 2021: $1,635,986Expenses 2021: $1,551,542Net Income 2021: $84,4442021Revenue 2022: $1,285,879Expenses 2022: $910,788Net Income 2022: $375,0912022Revenue 2023: $401,820Expenses 2023: $776,571Net Income 2023: -$374,7512023Revenue 2024: $1,845,648Expenses 2024: $1,614,899Net Income 2024: $230,7492024Revenue 2025: $1,013,881Expenses 2025: $960,805Net Income 2025: $53,0762025

Highlighted filing

2015

Revenue$1,694,000
Expenses$1,180,223
Net Income$513,777
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$5,594,623
Mission and Program Overview

Mission

The gwinnett tech foundation exists for the sole purpose of helping gwinnett techical college and its students succeed through financial support including scholarships.

To support gwinnett technical college

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,857,046$5,173,437▲ $316,391
Pledges and Grants Receivable$1,073,876$1,459,438▲ $385,562
Savings and Temporary Cash Investments$1,305,920$1,116,641▼ $189,279
Cash and Non-Interest-Bearing Accounts$165,271$97,736▼ $67,535
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$7,402,113$7,847,252▲ $445,139
Liabilities
Accounts Payable and Accrued Expenses$48,368$42,703▼ $5,665
Other Liabilities$1,208$1,278▲ $70
Total Liabilities$49,576$43,981▼ $5,595
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,498,602$4,117,566▼ $381,036
Permanently Rstr Net Assets$2,229,315$3,138,826▲ $909,511
Unrestricted Net Assets$624,620$546,879▼ $77,741
Total Net Assets Fund Balance$7,352,537$7,803,271▲ $450,734
Total Liabilities and Net Assets / Fund Balance$7,402,113$7,847,252▲ $445,139

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$7,667$7,667

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,229,315$129,099→ $0$258,016$2,100,398
2013$2,098,095$129,220▲ $319,385$306,219$2,229,315
2012$2,097,029$1,066▲ $154,044$0$2,098,095
2011$0$2,097,029▲ $39,384$0$2,097,029
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY ROBERTS RET'D 123115Executive Director (non-voting)FT$63,417$27,614$91,031

Board Members and Trustees

NameTitle
Michael PriceTrustee, Board Chair
Mark SingletonTrustee, Vice Chair
Mary Beth Byerly From 1115Executive Director (non-voting)
Amy GreinerTrustee
Angie WooTrustee
Dan KingTrustee
Jim McgeanTrustee
KIM RYAN RET'D 83014Trustee
Lee TuckerTrustee
Matthew HoltkampTrustee
Mikhail Britt From 52115Trustee
SANDY SCHUMATE RET'D 52015Trustee
Sean MurphyTrustee
Steve Flynt DedTrustee
Martin HollisTrustee Emeritus (non-voting)
Scott Muri DedTrustee, Secretary
Mac PedenTrustee, Treasurer
J Alvin WilbanksEx-officio
Dr Glen CannonEx-officio (non-voting)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,566,441
Program Service Revenue
$0
Investment Income
$127,559
Other Revenue
$0
All Other Contributions
$1,566,441
Change in Net Assets
$513,777

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
Cars and Other Vehicles2$108,945Cost Basis
Other Non Cash Contri Table1$108,000Cost Basis
Other Non Cash Contri Table26$91,555Cost Basis
Total Noncash Contributions29$308,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,693,998
Revenue Not Reported on Financial Statements
$2
Revenue Not Reported on Form 990
$935,030
Other Revenue Adjustments
$2
Total Revenue per Audited Statements
$2,629,028
Total Revenue per Form 990
$1,694,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,115,421
Other Expenses$64,802
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$888,328--$888,328
Grants to Domestic Individuals$227,093--$227,093
Office Expenses-$46,431-$46,431
Fees for Service Investment Mgmnt Fees-$14,270-$14,270
Other Expenses$2,048$2,053-$2,048
Total Functional Expenses$1,117,469$62,754$0$1,180,223

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,178,294
Expenses per Audited Statements$1,180,223
Total Expenses per Form 990$1,180,223
Expenses Not Reported on Form 990$998,071
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gwinnett Technical CollegeLawrenceville, GA501(c)(3)Both the Cash and Non-cash Grants Support the Academic Pursuits of Gwinnett Technical College. the College Requests Grants From the Foundation for the Amount of the Support Needed.$579,828
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
Due to Affiliate$1,278
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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 11

The form 990 is reviewed by the finance committee and then presented to the board of directors for their review and approval before filing.

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

The conflict of interest policy is acknowledged and signed when a officer or trustee begins their position with the foundation. Monitoring is achieved through the policy's requirement to bring to the attention of the board or the executive committee any and all business or other relationships that come under the purview of the policy.

Form 990, Part VI, Section C, Line 18

The foundation makes its exempt status determination letter available upon request to the public along with its form 990 returns which are also available on its website.

Form 990, Part VI, Section C, Line 19

The foundation's governing documents, conflict of interest policy and financial statements are available upon request and on the foundation's website.

FORM 990, PART VI, SECTION A, LINE 2:

The board of trustees is composed of business, government, and community leaders in the local area. Due to the extensive involvement of these community leaders in business and other communty affairs, the trustees may have normal business relationships that might be expected of leaders in a suburban community. However, these business relationships shall be conducted at arms' length, pursuant to normal business terms and the foundation's conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Gwinnett Tech Foundation Inc
EIN
58-2106879
Phone
6782266425
Address
5150 SUGARLOAF PARKWAY, LAWRENCEVILLE, GA 30043

Signing Officer

Name
Michael Price
Title
Chairman
Phone
6782266425
Signed
2016-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Beth Byerly
Formed
1994
Legal Domicile
Ga
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
21

Preparer

Firm
Moore Stephens Tiller LLC
Address
1960 SATELLITE BOULEVARD STE 3600, DULUTH, GA 30097
Preparer
Gregory W Hayes
Phone
7709958800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -2.

FORM 990, PART XII, LINE 2C:

The process by which the board approves the auditor and reviews the audited financial statements has not changed since the prior year.

Financial Statement Notes

PART V, LINE 4:

For specific use grants and scholarships as requested by gwinnett technical college to assist the college with its educational purpose.

PART X, LINE 2:

Audit note: "gaap provides guidance for how uncertain tax positions should be recognized, measured, presented and disclosed in the foundations financial statements. Management has evaluated the implications of these standards and has not identified any uncertain tax positions for the foundation; therefore no tax expense or accruals are included in the accompanying consolidated financial statements."

PART XI, LINE 4B - OTHER ADJUSTMENTS:

ROUNDING

SCHEDULE D, PART XI, LINE 2B & PART XII, LINE 2A:

Donated services: gwinnett tech foundation does not have any employees. All individuals who manage and perform the day-to-day operational work of the foundation are employed by and paid by gwinnett technical college, an unrelated organization. All compensation decisions are handled by gwinnett techinical college under the college's compensation policies and procedures. The foundation shows a contribution from the college of "donated services" on schedule d and a corresponding expense related to these "donated services" also on schedule d.

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IRS990/Desc0THE FOUNDATION'S EXEMPT PURPOSE IS TO GENERATE AND PROVIDE ADDITIONAL FUNDS FOR THE SUPPORT OF THE STUDENTS, PROGRAMS AND SERVICES OF GWINNETT TECHNICAL COLLEGE IN ORDER TO HELP THE COLLEGE ACHIEVE ITS STATED GOALS AND OBJECTIVES. GWINNETT TECH IS A TWO-YEAR TECHNICAL COLLEGE THAT HAS OVER 22,000 STUDENTS THROUGH THREE EDUCATIONAL DELIVERY SYSTEMS: (1) 2 YEAR COLLEGE CREDIT PROGRAMS, (2) ADULT EDUCATION PROGRAMS AND (3) CONTINUING EDUCATION PROGRAMS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE, BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE, VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE, SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EX-OFFICIO (NON-VOTING)
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE EMERITUS (NON-VOTING)
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR (NON-VOTING)
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR (NON-VOTING)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt049210
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0227093
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0888328
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0888328
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03949833
IRS990/GrossReceiptsAmt05594623
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt078349
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04857046
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05173437
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07667
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt07667
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03900623
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE GWINNETT TECH FOUNDATION EXISTS FOR THE SOLE PURPOSE OF HELPING GWINNETT TECHICAL COLLEGE AND ITS STUDENTS SUCCEED THROUGH FINANCIAL SUPPORT INCLUDING SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07352537
IRS990/NetAssetsOrFundBalancesEOYAmt07803271
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt049210
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt049210
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-63041
IRS990/NoncashContributionsAmt0308500
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt046431
IRS990/OfficeExpensesGrp/TotalAmt046431
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1UNCOLLECTIBLE PLEDGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02053
IRS990/OtherExpensesGrp/ProgramServicesAmt02048
IRS990/OtherExpensesGrp/TotalAmt02053
IRS990/OtherExpensesGrp/TotalAmt12048
IRS990/OtherLiabilitiesGrp/BOYAmt01208
IRS990/OtherLiabilitiesGrp/EOYAmt01278
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02229315
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03138826
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01073876
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01459438
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARY BETH BYERLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01520804
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01052388
IRS990/PYInvestmentIncomeAmt0194377
IRS990/PYOtherExpensesAmt0100123
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0562670
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01152511
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01715181
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0513777
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01305920
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01116641
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01566441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01520804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0648989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03336660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01172020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08244914
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt078349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt058589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt060110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt031191
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt035064
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0263303
IRS990ScheduleA/PublicSupportCY170Pct00.88380
IRS990ScheduleA/PublicSupportPY170Pct00.76630
IRS990ScheduleA/PublicSupportTotal170Amt07519486
IRS990ScheduleA/SubstantialContributorsTotAmt0725428
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01566441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01520804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0648989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03336660
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01172020
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08244914
IRS990ScheduleA/TotalSupportAmt08508217
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/AdministrativeExpensesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02229315
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0129099
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02100398
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0258016
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02098095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0129220
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02229315
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt011166
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0319385
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0306219
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02097029
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01066
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02098095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0154044
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0154044
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02097029
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02097029
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt039384
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039384
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0998071
IRS990ScheduleD/DonatedServicesUseFcltsAmt0998071
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07667
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07667
IRS990ScheduleD/ExpensesNotReportedAmt0998071
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01180223
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-63041
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01278
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt02
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0935030
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.95$0.12$9.83$1.01$0.96$0.05
2024Detailed filing. Detailed filing data is available for this year.$9.43$0.04$9.39$1.85$1.61$0.23
2023Detailed filing. Detailed filing data is available for this year.$9.09$0.25$8.84$0.40$0.78$0.37
2022Detailed filing. Detailed filing data is available for this year.$8.86$0.29$8.57$1.29$0.91$0.38
2021Detailed filing. Detailed filing data is available for this year.$9.91$0.08$9.83$1.64$1.55$0.08
2020Detailed filing. Detailed filing data is available for this year.$8.78$0.13$8.65$1.50$1.19$0.31
2019Detailed filing. Detailed filing data is available for this year.$8.81$0.19$8.62$1.62$1.71$0.09
2018Detailed filing. Detailed filing data is available for this year.$8.59$0.08$8.50$2.17$2.46$0.29
2017Detailed filing. Detailed filing data is available for this year.$9.01$0.14$8.87$2.94$2.52$0.42
2016Detailed filing. Detailed filing data is available for this year.$8.17$0.11$8.06$1.58$1.26$0.31
2015Detailed filing. Detailed filing data is available for this year.$7.85$0.04$7.80$1.69$1.18$0.51
2014Summary only. Only limited summary data is available for this year.$7.40$0.05$7.35$1.72$1.15$0.56
2013Summary only. Only limited summary data is available for this year.$6.65$0.03$6.61$0.77$1.17$0.40
2012Summary only. Only limited summary data is available for this year.$6.98$0.02$6.96$3.37$1.11$2.26
2011Summary only. Only limited summary data is available for this year.$5.67$0.00$5.67$1.19$0.97$0.21