Civic Intelligence

Augusta University Foundation Inc.

990 • Fiscal year 2021 • EIN 58-6038134

Jul 01, 2020 to Jun 30, 2021 • Filed on May 09, 2022

Organization ProfileWWW.AUGUSTA.EDU/GIVING/FOUNDATIONS
1120 15th Street Ad-1101gAugusta, GA 30912

(706) 721-6955

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.36x

Higher debt load relative to assets than 62% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

3.11x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

35th percentile

5.1%

Higher net margin than 35% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$896,901

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

36th percentile

7.0%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-31%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$77,382,154

Up $5,077,787 (+7.0%) from 2020

Net Assets

Up

$49,279,417

Up $7,017,411 (+17%) from 2020

Liabilities

Down

$28,102,737

Down $1,939,624 (-6.5%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin35th percentile

Revenue

Down

$9,045,973

Down $3,991,248 (-31%) from 2020

Expenses

Up

$8,582,234

Up $3,826,864 (+80%) from 2020

Net Income

Down

$463,739

Down $7,818,112 (-94%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$150M$100M$50M$0Assets 2011: $82,618,123Liabilities 2011: $53,594,783Net Assets 2011: $29,023,3402011Assets 2012: $79,928,226Liabilities 2012: $51,446,384Net Assets 2012: $28,481,8422012Assets 2013: $75,932,678Liabilities 2013: $46,678,178Net Assets 2013: $29,254,5002013Assets 2014: $77,914,756Liabilities 2014: $44,691,202Net Assets 2014: $33,223,5542014Assets 2015: $73,829,820Liabilities 2015: $40,717,073Net Assets 2015: $33,112,7472015Assets 2016: $71,180,176Liabilities 2016: $38,502,836Net Assets 2016: $32,677,3402016Assets 2017: $72,513,818Liabilities 2017: $36,699,162Net Assets 2017: $35,814,6562017Assets 2018: $72,500,961Liabilities 2018: $34,592,621Net Assets 2018: $37,908,3402018Assets 2019: $72,164,552Liabilities 2019: $32,274,506Net Assets 2019: $39,890,0462019Assets 2020: $72,304,367Liabilities 2020: $30,042,361Net Assets 2020: $42,262,0062020Assets 2021: $77,382,154Liabilities 2021: $28,102,737Net Assets 2021: $49,279,4172021Assets 2022: $77,306,774Liabilities 2022: $26,174,749Net Assets 2022: $51,132,0252022Assets 2023: $106,003,301Liabilities 2023: $25,940,163Net Assets 2023: $80,063,1382023Assets 2024: $120,060,266Liabilities 2024: $23,929,273Net Assets 2024: $96,130,9932024Assets 2025: $125,366,080Liabilities 2025: $23,767,680Net Assets 2025: $101,598,4002025

Highlighted filing

2021

Assets$77,382,154
Liabilities$28,102,737
Net Assets$49,279,417
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $5,055,192Expenses 2011: $4,058,857Net Income 2011: $996,3352011Expenses 2012: $3,834,5392012Expenses 2013: $3,190,7702013Revenue 2014: $4,555,533Expenses 2014: $3,017,639Net Income 2014: $1,537,8942014Revenue 2015: $5,443,313Expenses 2015: $4,719,723Net Income 2015: $723,5902015Revenue 2016: $5,512,632Expenses 2016: $5,098,475Net Income 2016: $414,1572016Revenue 2017: $6,605,240Expenses 2017: $4,929,813Net Income 2017: $1,675,4272017Revenue 2018: $7,052,970Expenses 2018: $5,143,702Net Income 2018: $1,909,2682018Revenue 2019: $8,765,230Expenses 2019: $4,615,025Net Income 2019: $4,150,2052019Revenue 2020: $13,037,221Expenses 2020: $4,755,370Net Income 2020: $8,281,8512020Revenue 2021: $9,045,973Expenses 2021: $8,582,234Net Income 2021: $463,7392021Revenue 2022: $13,924,556Expenses 2022: $4,362,839Net Income 2022: $9,561,7172022Revenue 2023: $41,048,641Expenses 2023: $14,011,754Net Income 2023: $27,036,8872023Revenue 2024: $24,337,724Expenses 2024: $14,048,156Net Income 2024: $10,289,5682024Revenue 2025: $16,195,107Expenses 2025: $16,822,711Net Income 2025: -$627,6042025

Highlighted filing

2021

Revenue$9,045,973
Expenses$8,582,234
Net Income$463,739
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 9, 2022
Return Version
2020v4.2
Gross Receipts
$22,706,627
Mission and Program Overview

Mission

To raise private support from individuals, corporations, foundations, and others to further the interests of augusta university. Other purposes of the foundation are to establish and maintain endowments and provide the administration for handling all private support.

Establishing and administering endowment funds for the benefit of augusta university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$29,825,144$37,611,523▲ $7,786,379
Other Notes and Loans Receivable, Net$29,510,311$27,429,148▼ $2,081,163
Savings and Temporary Cash Investments$10,322,709$9,598,994▼ $723,715
Investments in Publicly Traded Securities$1,385,887$1,285,512▼ $100,375
Pledges and Grants Receivable$258,329$507,789▲ $249,460
Accounts Receivable$13,625$13,625→ $0
Prepaid Expenses and Deferred Charges$18,279$3,236▼ $15,043
Total Assets$72,304,367$77,382,154▲ $5,077,787
Other Assets Total$970,083$932,327▼ $37,756
Liabilities
Tax Exempt Bond Liabilities$22,711,159$21,510,997▼ $1,200,162
Other Liabilities$6,727,383$5,889,292▼ $838,091
Accounts Payable and Accrued Expenses$515,012$581,500▲ $66,488
Deferred Revenue$88,807$120,948▲ $32,141
Total Liabilities$30,042,361$28,102,737▼ $1,939,624
Net Assets / Fund Balance
Net Assets With Donor Restrictions$38,289,464$44,622,883▲ $6,333,419
Net Assets Without Donor Restrictions$3,972,542$4,656,534▲ $683,992
Total Net Assets Fund Balance$42,262,006$49,279,417▲ $7,017,411
Total Liabilities and Net Assets / Fund Balance$72,304,367$77,382,154▲ $5,077,787

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,239,856--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$27,578,729$448,136▲ $8,254,288-$35,028,255
2019$28,188,938$340,700▲ $221,984-$27,578,729
2018$27,043,781$283,743▲ $1,748,811-$28,188,938
2017$25,816,191$531,230▲ $1,608,937-$27,043,781
2016$23,134,100$746,402▲ $2,776,902-$25,816,191
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Stephen R WertzChief Financial OfficerPT$124,943$124,943
Rich RogersBoard Member-$43,934$43,934
Neil Mackinnon PhdBoard Member-$6,820$6,820

Board Members and Trustees

NameTitle
Dennis SodomkaChair
Pam DoumarImmediate Past Chair
Alvin HarrisVice Chair
Alan GriffinBoard Member
Anita WyldsBoard Member
BILL D'ANTIGNACBoard Member
Brooks Keel PhdBoard Member
Cameron NixonBoard Member
Christian StrackeBoard Member
Dave BrendzaBoard Member
Debbie Layman RnBoard Member
Deborah VaughnBoard Member
Eddie BusseyBoard Member
Elaine Clark SmithBoard Member
Gerald WoodsBoard Member
John Black PhdBoard Member
Leslie LambertBoard Member
Yvonne Turner Cpm CcpBoard Member
Zach KelehearBoard Member
Bernard SilversteinBoard Member - Emeriti Trustee
Bill KuhlkeBoard Member - Emeriti Trustee
J Carlisle OverstreetBoard Member - Emeriti Trustee
Jean DuncanSecretary
Adam WilliamsTreasurer
Ian MercierVP for University Foundati
Revenue and Support

Revenue Composition

Contributions and Grants
$5,934,735
Program Service Revenue
$0
Investment Income
$2,899,230
Other Revenue
$212,008
All Other Contributions
$5,934,735
Change in Net Assets
$463,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,945,511
Revenue Not Reported on Financial Statements
$100,462
Revenue Not Reported on Form 990
$6,553,672
Total Revenue per Audited Statements
$15,499,183
Total Revenue per Form 990
$9,045,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,036,250
Salaries, Compensation, and Employee Benefits$3,557,868
Total Fundraising Expense$1,165,537
Grants and Similar Amounts Paid$988,116
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,149,873$248,187$744,989$3,143,049
Grants to Domestic Orgs$988,116--$988,116
Interest$771,486--$771,486
Other Employee Benefits$99,903$86,354$228,562$414,819
All Other Expenses$66,217$18,699$43,387$128,303
Other Expenses$115,770$100,271$50$115,820
Fees for Service Investment Mgmnt Fees$100,462--$100,462
Advertising$60,555-$10,764$71,319
Fees for Services Other$18,000$46,656$3,806$68,462
Travel$17,283$27$2,216$19,526
Occupancy$1,355$17,570$374$19,299
Insurance$2,059$15,952-$18,011
Total Functional Expenses$6,850,169$566,528$1,165,537$8,582,234

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,582,234
Expenses per Audited Statements$8,481,772
Total Expenses per Audited Statements$8,481,772
Expenses Not Reported on Financial Statements$100,462
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Augusta UniversityAugusta, GA-Academic Support$988,116
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
Unearned Interest Revenue$5,889,292

Bond Issues

BondIssuerIssuedIssue PricePurpose
CDevelopment Authority of Richmond County2012-11-28$19,151,254Refunding revenue bonds series 2012
ADevelopment Authority of Richmond County2004-08-19$19,113,025Educational facilities - student housing
BDevelopment Authority of Richmond County2005-02-03$10,997,518Educational facilities - student center
DDevelopment Authority of Richmond County2014-10-30$10,365,097Refunding revenue bonds series 2014

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$19,151,254--$315,845
B$10,365,097--$217,448
C----
D----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was submitted to augusta university foundation's governing body before filing with the irs.”

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

“Management and the executive committee of the board of trustees actively monitor compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“Augusta university foundation, inc. Provides all governing documents, financial statements and form 990 available upon request.”

Filing and Contact Details

Filer

Filer Name
Augusta University Foundation Inc
EIN
58-6038134
Phone
7067216955
Address
1120 15TH STREET AD-1101G, AUGUSTA, GA 30912

Signing Officer

Name
Stephen R Wertz
Title
Chief Financial Officer
Phone
7067216955
Signed
2022-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen R Wertz
Formed
1967
Legal Domicile
Ga
Voting Board Members
25
Independent Board Members
22
Employees
0
Volunteers
22

Preparer

Firm
Serotta Maddocks Evans Cpas
Address
2743 PERIMETER PARKWAY BLDG 100 STE, 200, AUGUSTA, GA 30909
Preparer
Michelle Bennett
Phone
7067225337
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The audit committee of the board of trustees oversees the audit process.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code. It has been classified as an organization that is not a private foundation under section 509(a)(1) of the internal revenue code and qualifies for the 50% charitable contribution deduction for individual donors. Therefore, no provision for income taxes has been made in the accompanying financial statements. The foundation files a consolidated informational return with the following limited liability companies: asu jaguar student housing i, llc and asu jaguar student center, llc, in which the foundation is the single member.”

Raw XML AppendixShowing 400 of 922 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/Form990PartVIISectionAGrp/PersonNm3ADAM WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN BLACK PHD
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE BRENDZA
IRS990/Form990PartVIISectionAGrp/PersonNm6EDDIE BUSSEY
IRS990/Form990PartVIISectionAGrp/PersonNm7BILL D'ANTIGNAC
IRS990/Form990PartVIISectionAGrp/PersonNm8ALAN GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm9BROOKS KEEL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm10DEBBIE LAYMAN RN
IRS990/Form990PartVIISectionAGrp/PersonNm11LESLIE LAMBERT
IRS990/Form990PartVIISectionAGrp/PersonNm12ELAINE CLARK SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTIAN STRACKE
IRS990/Form990PartVIISectionAGrp/PersonNm14NEIL MACKINNON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm15CAMERON NIXON
IRS990/Form990PartVIISectionAGrp/PersonNm16GERALD WOODS
IRS990/Form990PartVIISectionAGrp/PersonNm17ANITA WYLDS
IRS990/Form990PartVIISectionAGrp/PersonNm18RICH ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm19YVONNE TURNER CPM CCP
IRS990/Form990PartVIISectionAGrp/PersonNm20DEBORAH VAUGHN
IRS990/Form990PartVIISectionAGrp/PersonNm21BILL KUHLKE
IRS990/Form990PartVIISectionAGrp/PersonNm22J CARLISLE OVERSTREET
IRS990/Form990PartVIISectionAGrp/PersonNm23BERNARD SILVERSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm24ZACH KELEHEAR
IRS990/Form990PartVIISectionAGrp/PersonNm25DENNIS SODOMKA
IRS990/Form990PartVIISectionAGrp/PersonNm26STEPHEN R WERTZ
IRS990/Form990PartVIISectionAGrp/PersonNm27IAN MERCIER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27231005
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER - EMERITI TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER - EMERITI TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER - EMERITI TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt26CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP FOR UNIVERSITY FOUNDATI
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01586834
IRS990/GamingActivitiesInd00
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IRS990/GrantAmt0988116
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0988116
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0988116
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015247488
IRS990/GrossReceiptsAmt022706627
IRS990/GrossRentsGrp/RealAmt08745
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt02059
IRS990/InsuranceGrp/TotalAmt018011
IRS990/InterestGrp/ProgramServicesAmt0771486
IRS990/InterestGrp/TotalAmt0771486
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01312396
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt037611523
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01385887
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01285512
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RAISE PRIVATE SUPPORT FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND OTHERS TO FURTHER THE INTERESTS OF AUGUSTA UNIVERSITY. OTHER PURPOSES OF THE FOUNDATION ARE TO ESTABLISH AND MAINTAIN ENDOWMENTS AND PROVIDE THE ADMINISTRATION FOR HANDLING ALL PRIVATE SUPPORT.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01586834
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08745
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0374
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IRS990/OnBehalfOfIssuerInd00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt086354
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt099903
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IRS990/OtherExpensesGrp/Desc3PROPERTY AND EQUIPMENT
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IRS990/OtherExpensesGrp/FundraisingAmt150
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1100271
IRS990/OtherExpensesGrp/ProgramServicesAmt01302408
IRS990/OtherExpensesGrp/ProgramServicesAmt11114274
IRS990/OtherExpensesGrp/ProgramServicesAmt242408
IRS990/OtherExpensesGrp/ProgramServicesAmt3115770
IRS990/OtherExpensesGrp/TotalAmt01302408
IRS990/OtherExpensesGrp/TotalAmt11278475
IRS990/OtherExpensesGrp/TotalAmt2142679
IRS990/OtherExpensesGrp/TotalAmt3115820
IRS990/OtherLiabilitiesGrp/BOYAmt06727383
IRS990/OtherLiabilitiesGrp/EOYAmt05889292
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0203263
IRS990/OtherRevenueTotalAmt0203263
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0744989
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0248187
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02149873
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018279
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03236
IRS990/PrincipalOfficerNm0STEPHEN R WERTZ

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,382,154
Liabilities
$28,102,737
Net assets
$49,279,417
Revenue
$9,045,973
Expenses
$8,582,234
Net income
$463,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$125$23.8$102$16.2$16.8$0.63
2024Detailed filing. Detailed filing data is available for this year.$120$23.9$96.1$24.3$14.0$10.3
2023Detailed filing. Detailed filing data is available for this year.$106$25.9$80.1$41.0$14.0$27.0
2022Detailed filing. Detailed filing data is available for this year.$77.3$26.2$51.1$13.9$4.36$9.56
2021Detailed filing. Detailed filing data is available for this year.$77.4$28.1$49.3$9.05$8.58$0.46
2020Detailed filing. Detailed filing data is available for this year.$72.3$30.0$42.3$13.0$4.76$8.28
2019Detailed filing. Detailed filing data is available for this year.$72.2$32.3$39.9$8.77$4.62$4.15
2018Detailed filing. Detailed filing data is available for this year.$72.5$34.6$37.9$7.05$5.14$1.91
2017Detailed filing. Detailed filing data is available for this year.$72.5$36.7$35.8$6.61$4.93$1.68
2016Summary only. Only limited summary data is available for this year.$71.2$38.5$32.7$5.51$5.10$0.41
2015Detailed filing. Detailed filing data is available for this year.$73.8$40.7$33.1$5.44$4.72$0.72
2014Detailed filing. Detailed filing data is available for this year.$77.9$44.7$33.2$4.56$3.02$1.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.9$46.7$29.3$3.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.9$51.4$28.5$3.83
2011Summary only. Only limited summary data is available for this year.$82.6$53.6$29.0$5.06$4.06$1.00