Civic Intelligence

Southeastern Credit Union Foundation Inc.

990 • Fiscal year 2017 • EIN 59-2252733

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 26, 2019

Organization ProfileWWW.LSCU.COOP
3692 Coolidge CourtTallahassee, FL 32311

(850) 576-8171

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.13x

Higher debt load relative to revenue than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$601,848

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 99.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

185%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$2,830,818

Up $321,788 (+13%) from 2016

Net Assets

Up

$2,753,069

Up $324,075 (+13%) from 2016

Liabilities

Down

$77,749

Down $2,287 (-2.9%) from 2016

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin91st percentile

Revenue

Up

$607,090

Up $394,005 (+185%) from 2016

Expenses

Up

$311,841

Up $121,112 (+63%) from 2016

Net Income

Up

$295,249

Up $272,893 (+1221%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,893,531Liabilities 2010: $68,179Net Assets 2010: $1,825,3522010Assets 2011: $2,663,429Liabilities 2011: $109,265Net Assets 2011: $2,554,1642011Assets 2012: $2,473,245Liabilities 2012: $119,906Net Assets 2012: $2,353,3392012Assets 2013: $2,354,664Liabilities 2013: $122,345Net Assets 2013: $2,232,3192013Assets 2014: $2,418,930Liabilities 2014: $86,769Net Assets 2014: $2,332,1612014Assets 2015: $2,437,896Liabilities 2015: $103,788Net Assets 2015: $2,334,1082015Assets 2016: $2,509,030Liabilities 2016: $80,036Net Assets 2016: $2,428,9942016Assets 2017: $2,830,818Liabilities 2017: $77,749Net Assets 2017: $2,753,0692017Assets 2018: $3,180,166Liabilities 2018: $99,878Net Assets 2018: $3,080,2882018Assets 2019: $3,484,477Liabilities 2019: $90,320Net Assets 2019: $3,394,1572019Assets 2020: $3,790,998Liabilities 2020: $167,654Net Assets 2020: $3,623,3442020Assets 2021: $4,857,599Liabilities 2021: $95,076Net Assets 2021: $4,762,5232021Assets 2022: $4,926,905Liabilities 2022: $97,165Net Assets 2022: $4,829,7402022Assets 2023: $4,491,985Liabilities 2023: $130,699Net Assets 2023: $4,361,2862023Assets 2024: $4,743,582Liabilities 2024: $355,269Net Assets 2024: $4,388,3132024

Highlighted filing

2017

Assets$2,830,818
Liabilities$77,749
Net Assets$2,753,069
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $97,6542010Revenue 2011: $327,460Expenses 2011: $393,718Net Income 2011: -$66,2582011Revenue 2012: $294,904Expenses 2012: $495,729Net Income 2012: -$200,8252012Revenue 2013: $129,036Expenses 2013: $275,893Net Income 2013: -$146,8572013Revenue 2014: $225,618Expenses 2014: $179,262Net Income 2014: $46,3562014Revenue 2015: $259,140Expenses 2015: $219,547Net Income 2015: $39,5932015Revenue 2016: $213,085Expenses 2016: $190,729Net Income 2016: $22,3562016Revenue 2017: $607,090Expenses 2017: $311,841Net Income 2017: $295,2492017Revenue 2018: $1,213,594Expenses 2018: $770,402Net Income 2018: $443,1922018Revenue 2019: $691,931Expenses 2019: $637,915Net Income 2019: $54,0162019Revenue 2020: $538,420Expenses 2020: $656,294Net Income 2020: -$117,8742020Revenue 2021: $1,190,369Expenses 2021: $362,902Net Income 2021: $827,4672021Revenue 2022: $1,569,313Expenses 2022: $1,450,859Net Income 2022: $118,4542022Revenue 2023: $584,102Expenses 2023: $1,239,495Net Income 2023: -$655,3932023Revenue 2024: $1,149,926Expenses 2024: $1,319,973Net Income 2024: -$170,0472024

Highlighted filing

2017

Revenue$607,090
Expenses$311,841
Net Income$295,249
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 26, 2019
Return Version
2017v2.3
Gross Receipts
$640,611
Mission and Program Overview

Mission

Operate for the advancement of science, charity & education and for other charitable purposes, especially as they relate to consumer credit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,497,529$2,803,133▲ $305,604
Accounts Receivable$8,002$11,850▲ $3,848
Land, Buildings, and Equipment, Net$3,499$0▼ $3,499
Total Assets$2,509,030$2,830,818▲ $321,788
Other Assets Total$0$15,835▲ $15,835
Liabilities
Other Liabilities$69,631$66,839▼ $2,792
Accounts Payable and Accrued Expenses$10,405$10,910▲ $505
Total Liabilities$80,036$77,749▼ $2,287
Net Assets / Fund Balance
Unrestricted Net Assets$1,248,946$1,510,520▲ $261,574
Permanently Rstr Net Assets$657,979$657,979→ $0
Temporarily Rstr Net Assets$522,069$584,570▲ $62,501
Total Net Assets Fund Balance$2,428,994$2,753,069▲ $324,075
Total Liabilities and Net Assets / Fund Balance$2,509,030$2,830,818▲ $321,788

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$17,500$17,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,180,048$210,271--$1,242,549
2016$1,183,548$6,000--$1,180,048
2015$1,183,548---$1,183,548
2014$1,190,548---$1,183,548
2013$1,195,548---$1,190,548
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
John W Brady JrVP, Transactional Service$148,977$148,977
Marvin M GarlandChief Innovation Officer$143,856$143,856
Steven Neil PullaraBusiness Development Consultant$117,961$117,961

Board Members and Trustees

NameTitle
Alvin CowansChair
Tina WilliamsChair-elect
Steve SwoffordImmediate Past Chair
Patrick La PinePresident/CEO
Pat MasonVice Chair
Ben TeskeDirector
Brent ListerDirector
Derrick RaglandDirector
Jan PageDirector
Steve D WillisChief Operating Officer
Kevin JohnsonSecretary
Jared M RossSVP, Association Services
Ron SummerallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$427,801
Program Service Revenue
$0
Investment Income
$170,946
Other Revenue
$8,343
All Other Contributions
$427,801
Change in Net Assets
$295,249

Audited Revenue Reconciliation

Revenue per Audited Statements
$607,090
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$94,769
Total Revenue per Audited Statements
$701,859
Total Revenue per Form 990
$607,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$161,052
Other Expenses$150,789
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$160,048--$160,048
Travel-$29,308-$29,308
Fees for Service Investment Mgmnt Fees-$10,660-$10,660
Office Expenses-$6,571-$6,571
Depreciation Depletion$6,561--$6,561
Advertising-$4,713-$4,713
Conferences and Meetings$3,092$354-$3,446
Fees for Services Accounting-$2,250-$2,250
Insurance-$1,927-$1,927
Grants to Domestic Orgs$1,004--$1,004
Other Expenses$15,101$300-$300
Fees for Services Other-$250-$250
All Other Expenses-$186-$186
Total Functional Expenses$185,806$126,035$0$311,841

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$377,784
Expenses per Audited Statements$311,841
Total Expenses per Form 990$311,841
Expenses Not Reported on Form 990$65,943
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$41,864
Fundraising Direct Expenses$33,521
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$41,864$41,864-$41,864
Total Events$41,864$41,864$33,521$8,343
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$60,305
Intercompany Payable$6,534
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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

“The governing body receives and reviews a copy of form 990 before it is filed.”

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

“The conflict of interest policy is reviewed with the board annually and they sign a copy of the policy.”

Form 990, Part VI, Section B, Line 15A

“The organization reviewed compensation studies and surveys to help aid in the compensation for the officers.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southeastern Credit Union Foundation
EIN
59-2252733
Phone
8505768171
Address
3692 COOLIDGE COURT, TALLAHASSEE, FL 32311

Signing Officer

Name
Brett Beemer
Title
Chief Financial Officer
Phone
8505768171
Signed
2019-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Beemer
Formed
1982
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
30

Preparer

Firm
Carr Riggs & Ingram LLC
Address
2633 CENTENNIAL BLVD STE 200, TALLAHASSEE, FL 32308
Preparer
Michael C Carter
Phone
8508788777
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The intended use of the temporarily restricted funds are for disaster relief efforts. The intended use of the permanently restricted funds are to subsidize the foundation's mission of providing scholarships.”

PART X, LINE 2:

“The foundation utilizes the new accounting requirements associated with uncertainity in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of december 31, 2017, the foundation has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 3,044.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 3,044.”

Raw XML AppendixShowing 400 of 627 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/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt033521
IRS990/FundraisingGrossIncomeAmt041864
IRS990/GainOrLossGrp/SecuritiesAmt086489
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0147053
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0160048
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0160048
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01004
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01004
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt086489
IRS990/GrossReceiptsAmt0640611
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01927
IRS990/InsuranceGrp/TotalAmt01927
IRS990/InvestmentIncomeGrp/ExclusionAmt084457
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084457
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017500
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03499
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt017500
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OPERATE FOR THE ADVANCEMENT OF SCIENCE, CHARITY & EDUCATION AND FOR OTHER CHARITABLE PURPOSES, ESPECIALLY AS THEY RELATE TO CONSUMER CREDIT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02428994
IRS990/NetAssetsOrFundBalancesEOYAmt02753069
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt086489
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt086489
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08343
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08343
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt028826
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06571
IRS990/OfficeExpensesGrp/TotalAmt06571
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt015835
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc3TRAINING & DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt067776
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11387
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2353
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3300
IRS990/OtherExpensesGrp/ProgramServicesAmt015101
IRS990/OtherExpensesGrp/TotalAmt082877
IRS990/OtherExpensesGrp/TotalAmt11387
IRS990/OtherExpensesGrp/TotalAmt2353
IRS990/OtherExpensesGrp/TotalAmt3300
IRS990/OtherLiabilitiesGrp/BOYAmt069631
IRS990/OtherLiabilitiesGrp/EOYAmt066839
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0657979
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0657979
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRETT BEEMER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS FOR MEMBERS TO ATTEND CLASSES RELATING TO CONSUMER CREDIT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013999
IRS990/ProgSrvcAccomActy2Grp/GrantAmt013999
IRS990/ProgSrvcAccomActy3Grp/Desc0FINANCIAL COUNSELING CERTIFICATION PROGRAM FOR CREDIT UNION PROFESSIONALS (FICEP). FICEP IS DESIGNED FOR CREDIT UNION STAFF MEMBERS WHO WORK IN THE FINANCIAL COUNSELING, COLLECTIONS, AND LOAN DEPARTMENTS, OR ANY OTHERS WHO ARE COMMITTED TO HELPING MEMBERS GAIN CONTROL OF THEIR FINANCIAL FUTURES. MODELED AFTER THE CUNA CERTIFIED FINANCIAL COUNSELOR SCHOOLS, FICEP INCLUDES TWO PARTS OF FOUR LEARNING MODULES EACH. WHEN PARTICIPANTS SUCCESSFULLY COMPLETE THE PROCTORED EXAMS FOR BOTH PARTS (EIGHT TOTAL MODULES), THEY BECOME A CCUFC READY AND ABLE TO ASSIST CREDIT UNION MEMBERS IN REACHING THEIR FINANCIAL GOALS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015101
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM-RELATED EXPENSES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt09653
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0115639
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt053212
IRS990/PYInvestmentIncomeAmt074544
IRS990/PYOtherExpensesAmt0137517
IRS990/PYOtherRevenueAmt022902
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt022356
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0190729
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0213085
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0295249
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02497529
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02803133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0427801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0115639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0149424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0138704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0954151
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt025837
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt025837
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0170946
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0133241
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt086049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06453
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0480110
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt083307
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03493
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08493
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66730
IRS990ScheduleA/PublicSupportPY170Pct00.72210
IRS990ScheduleA/PublicSupportTotal170Amt0979988
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0427801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0115639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0149424
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0138704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0148420
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0979988
IRS990ScheduleA/TotalSupportAmt01468591
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.55000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01180048
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0210271
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01242549
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0147770
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01183548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01180048
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01183548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01183548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01190548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01183548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt07000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01195548
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01190548
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt062899
IRS990ScheduleD/DonatedServicesUseFcltsAmt062899
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017500
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017500
IRS990ScheduleD/ExpensesNotReportedAmt065943
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0311841
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt028826
IRS990ScheduleD/OtherExpensesIncludedAmt03044
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060305
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16534
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherRevenueAmt03044
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.21000
IRS990ScheduleD/RevenueNotReportedAmt094769
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0607090
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE TEMPORARILY RESTRICTED FUNDS ARE FOR DISASTER RELIEF EFFORTS. THE INTENDED USE OF THE PERMANENTLY RESTRICTED FUNDS ARE TO SUBSIDIZE THE FOUNDATION'S MISSION OF PROVIDING SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION UTILIZES THE NEW ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINITY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2017, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSE 3,044.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSE 3,044.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,830,818
Liabilities
$77,749
Net assets
$2,753,069
Revenue
$607,090
Expenses
$311,841
Net income
$295,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.36$4.39$1.15$1.32$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.13$4.36$0.58$1.24$0.66
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.10$4.83$1.57$1.45$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.10$4.76$1.19$0.36$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.17$3.62$0.54$0.66$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.09$3.39$0.69$0.64$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.10$3.08$1.21$0.77$0.44
2017Detailed filing. Detailed filing data is available for this year.$2.83$0.08$2.75$0.61$0.31$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.08$2.43$0.21$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.10$2.33$0.26$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.09$2.33$0.23$0.18$0.05
2013Summary only. Only limited summary data is available for this year.$2.35$0.12$2.23$0.13$0.28$0.15
2012Summary only. Only limited summary data is available for this year.$2.47$0.12$2.35$0.29$0.50$0.20
2011Summary only. Only limited summary data is available for this year.$2.66$0.11$2.55$0.33$0.39$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.07$1.83$0.10