Civic Intelligence

The Savannah Community Foundation Inc.

990 • Fiscal year 2014 • EIN 58-6033468

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 03, 2015

2225 Norwood Avenue Suite B31406

(912) 921-7700

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.04x

Higher debt load relative to revenue than 13% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

72%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Assets

Up

$21,181,943

Up $2,125,227 (+11%) from 2013

Net Assets

Up

$21,009,870

Up $2,054,016 (+11%) from 2013

Liabilities

Up

$172,073

Up $71,211 (+71%) from 2013

Revenue

$4,742,501

No earlier filing loaded for comparison.

Expenses

Down

$2,688,483

Down $539,378 (-17%) from 2013

Net Income

$2,054,018

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $17,155,192Liabilities 2011: $18,849Net Assets 2011: $17,136,3432011Assets 2012: $16,415,432Liabilities 2012: $24,085Net Assets 2012: $16,391,3472012Assets 2013: $19,056,716Liabilities 2013: $100,862Net Assets 2013: $18,955,8542013Assets 2014: $21,181,943Liabilities 2014: $172,073Net Assets 2014: $21,009,8702014Assets 2015: $22,730,235Liabilities 2015: $173,296Net Assets 2015: $22,556,9392015Assets 2016: $26,885,068Liabilities 2016: $46,795Net Assets 2016: $26,838,2732016Assets 2017: $27,930,842Liabilities 2017: $41,294Net Assets 2017: $27,889,5482017Assets 2018: $30,608,046Liabilities 2018: $0Net Assets 2018: $30,608,0462018Assets 2019: $31,872,246Liabilities 2019: $15,782Net Assets 2019: $31,856,4642019Assets 2020: $31,502,475Liabilities 2020: $0Net Assets 2020: $31,502,4752020Assets 2021: $57,903,433Liabilities 2021: $0Net Assets 2021: $57,903,4332021Assets 2022: $54,173,792Liabilities 2022: $0Net Assets 2022: $54,173,7922022Assets 2023: $56,036,701Liabilities 2023: $0Net Assets 2023: $56,036,7012023Assets 2024: $85,581,064Liabilities 2024: $0Net Assets 2024: $85,581,0642024Assets 2025: $103,559,912Liabilities 2025: $0Net Assets 2025: $103,559,9122025

Highlighted filing

2014

Assets$21,181,943
Liabilities$172,073
Net Assets$21,009,870

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $5,328,712Expenses 2011: $2,680,301Net Income 2011: $2,648,4112011Revenue 2012: $1,598,996Expenses 2012: $2,343,992Net Income 2012: -$744,9962012Expenses 2013: $3,227,8612013Revenue 2014: $4,742,501Expenses 2014: $2,688,483Net Income 2014: $2,054,0182014Revenue 2015: $4,343,684Expenses 2015: $2,796,615Net Income 2015: $1,547,0692015Revenue 2016: $6,561,680Expenses 2016: $2,280,346Net Income 2016: $4,281,3342016Revenue 2017: $5,607,065Expenses 2017: $4,555,790Net Income 2017: $1,051,2752017Revenue 2018: $6,226,205Expenses 2018: $3,507,707Net Income 2018: $2,718,4982018Revenue 2019: $4,715,752Expenses 2019: $3,467,334Net Income 2019: $1,248,4182019Revenue 2020: $4,021,672Expenses 2020: $4,006,293Net Income 2020: $15,3792020Revenue 2021: $23,423,895Expenses 2021: $4,855,732Net Income 2021: $18,568,1632021Revenue 2022: $9,998,384Expenses 2022: $6,713,700Net Income 2022: $3,284,6842022Revenue 2023: $6,259,694Expenses 2023: $7,467,234Net Income 2023: -$1,207,5402023Revenue 2024: $30,948,468Expenses 2024: $6,086,194Net Income 2024: $24,862,2742024Revenue 2025: $18,717,826Expenses 2025: $6,928,673Net Income 2025: $11,789,1532025

Highlighted filing

2014

Revenue$4,742,501
Expenses$2,688,483
Net Income$2,054,018
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 3, 2015
Return Version
2013v4.0
Gross Receipts
$4,742,501
Mission and Program Overview

Mission

The savannah community foundation benefits donors, donees, and the community by providing a safe, simple, inexpensive, and tax efficient vehicle for philanthropic capital accumulation, investment and distribution to public charities.

The community foundation benefits donors, donees and the community by providing a safe, simple, inexpensive and tax efficient vehicle for philanthropic capital formation, investment and distribution to public charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,115,236$19,908,566▲ $1,793,330
Savings and Temporary Cash Investments$828,873$1,172,404▲ $343,531
Cash and Non-Interest-Bearing Accounts$73,888$60,106▼ $13,782
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$19,056,716$21,181,943▲ $2,125,227
Other Assets Total$38,719$40,867▲ $2,148
Liabilities
Grants Payable$71,920$139,905▲ $67,985
Accounts Payable and Accrued Expenses$28,942$32,168▲ $3,226
Total Liabilities$100,862$172,073▲ $71,211
Net Assets / Fund Balance
Unrestricted Net Assets$18,955,854$21,009,870▲ $2,054,016
Total Net Assets Fund Balance$18,955,854$21,009,870▲ $2,054,016
Total Liabilities and Net Assets / Fund Balance$19,056,716$21,181,943▲ $2,125,227

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$49,147-
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Simpson Law PCTurnkey Management Contract-$160,680
Revenue and Support

Revenue Composition

Contributions and Grants
$1,739,413
Program Service Revenue
$0
Investment Income
$3,003,088
Other Revenue
$0
All Other Contributions
$1,739,413
Change in Net Assets
$2,054,018

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
Securities Closely Held Stock30$527,875Fair Market Value
Total Noncash Contributions30$527,875-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,581,797
Revenue Not Reported on Financial Statements
$160,704
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$160,704
Total Revenue per Audited Statements
$4,581,797
Total Revenue per Form 990
$4,742,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,356,732
Other Expenses$331,751
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,356,732--$2,356,732
Fees for Services Management-$160,680-$160,680
Fees for Service Investment Mgmnt Fees-$129,089-$129,089
Fees for Services Accounting-$7,500-$7,500
Insurance-$1,773-$1,773
Other Expenses-$1,094-$1,094
Total Functional Expenses$2,356,732$331,751$0$2,688,483

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,688,483
Expenses per Audited Statements$2,527,779
Total Expenses per Audited Statements$2,527,779
Expenses Not Reported on Financial Statements$160,704
Other Expense Adjustments$160,704
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
58-0623603--2011 and 2012 Campaigns$144,200
58-6002047--2012 Capital Campaign$140,000
58-0610074--Exhibition Sponsorship, Art Fair Sponsorship, Friends of the Owens Thomas House, Directors Circle, Telfair Ball & Other Financial Support.$108,050
58-1393820--Financial Support$80,136
45-1500099--Financial Support$75,000
58-0616558--Ldc Projector, Learning and After School Programs & Other Financial Support$71,750
58-1401618--Financial Support$63,000
58-0655290--Annual Fund, New Foundation Campaign & Other Financial Support$62,000
45-2647987--Financial Support$56,746
58-0692297--Fiancial Support$56,100
58-1322001--Financial Support$55,000
23-7357226--Financial Support$53,705
58-1553254--Financial Support$51,200
53-0196605--Financial Support$47,000
76-0300816--Financial Support$46,680
58-1577237--Financial Support$43,425
58-1216037--Financial Support$42,330
58-1888283--2013 Savannah Race for a Cure$40,000
58-0566231--Financial Support & Jewish Family Services$37,950
58-0603139--Camp Scholarships, Honor Dues and Other Financial Support$37,065
58-0838253--Financial Support$32,915
52-1693387--Financial Support$29,000
58-1392664--Financial Support$28,750
58-1029611--New Phone System & Other Financial Support$28,750
58-0687573--Financial Support$27,500
31-1810829--Financial Support$26,281
58-0864009--Financial Support$25,905
58-6043294--Andrews Visitor & Educational Center, Terry College of Business, College of Pharmacy & Uga Partners Program$25,278
58-1375579--Financial Support$25,200
58-1442013--Financial Support$25,000
06-0646973--Financial Support$25,000
58-1553254--Financial Support$25,000
20-2984292--Financial Support$25,000
58-1624112--Financial Support$20,468
58-1111590--Financial Support$20,000
58-1514403--Financial Support$17,933
58-0593403--Annual Membership, Host Committee, Platinum Sponsorship, Trustee Gala & Capital Campaign$17,350
56-0532129--Financial Support$17,250
58-1147090--Financial Support$17,198
58-0619035--Financial Support$16,505
58-0612608--Financial Support$13,500
58-6002069--9 Scholarships$12,815
58-6001998--Financial Support$12,750
58-1357177--3 Scholarships$12,500
58-0619033--Financial Support$11,350
58-0827524--Financial Support$11,000
28-0659898--YOUTH CAMPERSHIPS, ELI'S PLACE SCHOLARSHIP & GENERAL BUDGET$10,700
58-6033837--Financial Support$10,500
58-6319059--Financial Support$10,474
56-6000063--Financial Support$10,250
58-1618486--CHILDREN'S HOSPITAL CHARTER CIRCLE$10,000
54-0795598--Financial Support$10,000
58-1147090--Financial Support$10,000
23-7079608--Financial Support & Help Purchase Mobile Bookcases$9,473
58-0566228--Financial Support$8,500
26-1706426--Financial Support$8,000
58-1515792--Financial Support$7,350
58-6001998--11 Scholarships$7,330
54-0505966--Financial Support$7,067
58-0598050--Financial Support$6,788
58-6002059--13 Scholarships$6,783
58-1623253--Financial Support$6,256
58-1246230--Financial Support$6,225
56-0890133--Financial Support$6,100
58-0809399--Financial Support$6,000
58-1081612--Financial Support$6,000
26-4016312--Financial Support$5,763
58-0603160--Financial Support$5,750
58-1893801--Financial Support$5,000
75-3259262--Financial Support$5,000
58-2154973--Financial Support$5,000
58-0603160--Financial Support$5,000
26-3183601--Financial Support$5,000
---Financial Support$5,000
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
-See BelowOperates the Organization Under a Turn-key Written Contract and Its Owner and President, K. Russell Simpson Serves as the President of the Organization.No$160,680
-CEO - Savannah BankCustodial and Banking ServicesNo$31,615
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

Some directors have business relationships with other directors in the local community.

Form 990, Part VI, Section A, Line 3

Investment advice is provided by professional money managers. The organization has a management contract.

Form 990, Part VI, Section B, Line 11

Board of directors reviews form 990 prior to it being filed.

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

Reviewed and discussed annually with directors

Form 990, Part VI, Section C, Line 19

Board of directors will provide copies of governing documents, policies and financial statements upon request.

FORM 990, PART VI, LINE 12C: MONITORING AND ENFORCEMENT OF CONFLICTS

Board of directors discuss their conflict of interest policies and disclosures at least annually.

Filing and Contact Details

Filer

EIN
58-6033468
Phone
9129217700

Signing Officer

Name
K Russell Simpson
Title
President
Phone
9129217700
Signed
2015-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
K Russell Simpson
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Preparer
Ken a Duncan
Phone
9122333132
Supplemental Narrative

Additional Explanations

PART XII, ITEM 2C: FINANCIAL STATEMENTS AND REPORTING

The organization has not changed any oversight or selection processes during the tax year.

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Management fees netted against investment income

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Management fees netted against investment income

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Management fees netted against investment income

Raw XML AppendixShowing 400 of 1,067 raw XML fields

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

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IRS990/ActivityOrMissionDesc0THE COMMUNITY FOUNDATION BENEFITS DONORS, DONEES AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL FORMATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02411301
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt02356732
IRS990/GrantsPayableGrp/BOYAmt071920
IRS990/GrantsPayableGrp/EOYAmt0139905
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02356732
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02356732
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02411301
IRS990/GrossReceiptsAmt04742501
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01773
IRS990/InsuranceGrp/TotalAmt01773
IRS990/InvestmentIncomeGrp/ExclusionAmt0591787
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0591787
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018115236
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019908566
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt049147
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt049147
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE COMMUNITY FOUNDATION BENEFITS DONORS, DONEES AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL FORMATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018955854
IRS990/NetAssetsOrFundBalancesEOYAmt021009870
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02411301
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02411301
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0527875
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt038719
IRS990/OtherAssetsTotalGrp/EOYAmt040867
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CUSTODIAL FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031615
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11094
IRS990/OtherExpensesGrp/TotalAmt031615
IRS990/OtherExpensesGrp/TotalAmt11094
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0K RUSSELL SIMPSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03702102
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02910973
IRS990/PYInvestmentIncomeAmt02090266
IRS990/PYOtherExpensesAmt0316888
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02564507
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03227861
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05792368
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02054018
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0828873
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01172404
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01739413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03702102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01395973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02984271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01962190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011783949
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0591787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0578430
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0454579
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0471407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0475412
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02571615
IRS990ScheduleA/PublicSupportCY170Pct00.82090
IRS990ScheduleA/PublicSupportPY170Pct00.83440
IRS990ScheduleA/PublicSupportTotal170Amt011783949
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01739413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03702102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01395973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02984271
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01962190
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011783949
IRS990ScheduleA/TotalSupportAmt014355564
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/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt01739413
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt02356732
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt09674129
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt049147
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt049147
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0160704
IRS990ScheduleD/ExpensesSubtotalAmt02527779
IRS990ScheduleD/OtherExpensesNotIncludedAmt0160704
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0160704
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0160704
IRS990ScheduleD/RevenueSubtotalAmt04581797
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02688483
IRS990ScheduleD/TotalRevenuePerForm990Amt04742501
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04581797
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02527779
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt028750
IRS990ScheduleI/RecipientTable/CashGrantAmt110474
IRS990ScheduleI/RecipientTable/CashGrantAmt263000
IRS990ScheduleI/RecipientTable/CashGrantAmt36256
IRS990ScheduleI/RecipientTable/CashGrantAmt411350
IRS990ScheduleI/RecipientTable/CashGrantAmt57330
IRS990ScheduleI/RecipientTable/CashGrantAmt66783
IRS990ScheduleI/RecipientTable/CashGrantAmt712500
IRS990ScheduleI/RecipientTable/CashGrantAmt812815
IRS990ScheduleI/RecipientTable/CashGrantAmt937950
IRS990ScheduleI/RecipientTable/CashGrantAmt109473
IRS990ScheduleI/RecipientTable/CashGrantAmt1180136
IRS990ScheduleI/RecipientTable/CashGrantAmt1237065
IRS990ScheduleI/RecipientTable/CashGrantAmt136000
IRS990ScheduleI/RecipientTable/CashGrantAmt14144200
IRS990ScheduleI/RecipientTable/CashGrantAmt1510700
IRS990ScheduleI/RecipientTable/CashGrantAmt16108050
IRS990ScheduleI/RecipientTable/CashGrantAmt1725905
IRS990ScheduleI/RecipientTable/CashGrantAmt1817350
IRS990ScheduleI/RecipientTable/CashGrantAmt1910000
IRS990ScheduleI/RecipientTable/CashGrantAmt207350
IRS990ScheduleI/RecipientTable/CashGrantAmt2111000
IRS990ScheduleI/RecipientTable/CashGrantAmt2216505
IRS990ScheduleI/RecipientTable/CashGrantAmt2332915
IRS990ScheduleI/RecipientTable/CashGrantAmt2462000
IRS990ScheduleI/RecipientTable/CashGrantAmt2528750
IRS990ScheduleI/RecipientTable/CashGrantAmt2671750
IRS990ScheduleI/RecipientTable/CashGrantAmt275750
IRS990ScheduleI/RecipientTable/CashGrantAmt2856100
IRS990ScheduleI/RecipientTable/CashGrantAmt2955000
IRS990ScheduleI/RecipientTable/CashGrantAmt3017250
IRS990ScheduleI/RecipientTable/CashGrantAmt318500
IRS990ScheduleI/RecipientTable/CashGrantAmt326000
IRS990ScheduleI/RecipientTable/CashGrantAmt3325200
IRS990ScheduleI/RecipientTable/CashGrantAmt346225
IRS990ScheduleI/RecipientTable/CashGrantAmt3526281

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$0.00$104$18.7$6.93$11.8
2024Detailed filing. Detailed filing data is available for this year.$85.6$0.00$85.6$30.9$6.09$24.9
2023Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$6.26$7.47$1.21
2022Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$10.00$6.71$3.28
2021Detailed filing. Detailed filing data is available for this year.$57.9$0.00$57.9$23.4$4.86$18.6
2020Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$4.02$4.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$31.9$0.02$31.9$4.72$3.47$1.25
2018Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$6.23$3.51$2.72
2017Detailed filing. Detailed filing data is available for this year.$27.9$0.04$27.9$5.61$4.56$1.05
2016Detailed filing. Detailed filing data is available for this year.$26.9$0.05$26.8$6.56$2.28$4.28
2015Detailed filing. Detailed filing data is available for this year.$22.7$0.17$22.6$4.34$2.80$1.55
2014Detailed filing. Detailed filing data is available for this year.$21.2$0.17$21.0$4.74$2.69$2.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$0.10$19.0$3.23
2012Summary only. Only limited summary data is available for this year.$16.4$0.02$16.4$1.60$2.34$0.74
2011Summary only. Only limited summary data is available for this year.$17.2$0.02$17.1$5.33$2.68$2.65
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $10M-$25M nonprofits