Civic Intelligence

Foundation for the Tri-State Community Inc.

990 • Fiscal year 2013 • EIN 61-0729266

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization ProfileWWW.TRISTATEFOUNDATION.ORG

View Organization Page

PO Box 209641105-2096

(606) 324-3888

Siviq Scores

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

Liabilities / Assets

19th percentile

0.03x

Higher debt load relative to assets than 19% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

44th percentile

0.20x

Higher debt load relative to revenue than 44% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

29th percentile

$106,542

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$19,165,325

Up $2,432,451 (+15%) from 2012

Net Assets

Up

$18,598,174

Up $2,541,128 (+16%) from 2012

Liabilities

Down

$567,151

Down $108,677 (-16%) from 2012

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin92nd percentile

Revenue

$2,899,177

No earlier filing loaded for comparison.

Expenses

Up

$1,261,142

Up $76,176 (+6.4%) from 2012

Net Income

$1,638,035

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$40M$30M$20M$10M$0Assets 2010: $14,912,978Liabilities 2010: $626,609Net Assets 2010: $14,286,3692010Assets 2011: $15,431,678Liabilities 2011: $623,205Net Assets 2011: $14,808,4732011Assets 2012: $16,732,874Liabilities 2012: $675,828Net Assets 2012: $16,057,0462012Assets 2013: $19,165,325Liabilities 2013: $567,151Net Assets 2013: $18,598,1742013Assets 2014: $19,542,329Liabilities 2014: $559,998Net Assets 2014: $18,982,3312014Assets 2015: $18,664,142Liabilities 2015: $480,842Net Assets 2015: $18,183,3002015Assets 2016: $19,693,203Liabilities 2016: $407,162Net Assets 2016: $19,286,0412016Assets 2017: $26,891,741Liabilities 2017: $451,702Net Assets 2017: $26,440,0392017Assets 2018: $24,338,938Liabilities 2018: $386,353Net Assets 2018: $23,952,5852018Assets 2019: $28,273,024Liabilities 2019: $455,083Net Assets 2019: $27,817,9412019Assets 2020: $31,540,097Liabilities 2020: $508,755Net Assets 2020: $31,031,3422020Assets 2021: $35,453,152Liabilities 2021: $492,643Net Assets 2021: $34,960,5092021Assets 2022: $29,289,421Liabilities 2022: $412,374Net Assets 2022: $28,877,0472022Assets 2023: $32,719,977Liabilities 2023: $432,150Net Assets 2023: $32,287,8272023Assets 2024: $37,169,140Liabilities 2024: $474,305Net Assets 2024: $36,694,8352024

Highlighted filing

2013

Assets$19,165,325
Liabilities$567,151
Net Assets$18,598,174
Open 2013 Filing

Operations Trend

Revenue Growth15th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,365,547Expenses 2010: $1,094,813Net Income 2010: $270,7342010Revenue 2011: $3,980,966Expenses 2011: $1,711,245Net Income 2011: $2,269,7212011Expenses 2012: $1,184,9662012Revenue 2013: $2,899,177Expenses 2013: $1,261,142Net Income 2013: $1,638,0352013Revenue 2014: $2,021,476Expenses 2014: $1,344,214Net Income 2014: $677,2622014Revenue 2015: $1,664,463Expenses 2015: $1,259,618Net Income 2015: $404,8452015Revenue 2016: $1,662,783Expenses 2016: $1,298,452Net Income 2016: $364,3312016Revenue 2017: $5,962,473Expenses 2017: $1,490,741Net Income 2017: $4,471,7322017Revenue 2018: $2,083,409Expenses 2018: $2,036,523Net Income 2018: $46,8862018Revenue 2019: $2,423,778Expenses 2019: $2,547,677Net Income 2019: -$123,8992019Revenue 2020: $2,078,340Expenses 2020: $2,036,815Net Income 2020: $41,5252020Revenue 2021: $3,348,561Expenses 2021: $1,652,640Net Income 2021: $1,695,9212021Revenue 2022: $2,799,253Expenses 2022: $1,741,735Net Income 2022: $1,057,5182022Revenue 2023: $1,339,607Expenses 2023: $1,911,166Net Income 2023: -$571,5592023Revenue 2024: $3,316,774Expenses 2024: $1,782,388Net Income 2024: $1,534,3862024

Highlighted filing

2013

Revenue$2,899,177
Expenses$1,261,142
Net Income$1,638,035
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.0
Gross Receipts
$8,083,970
Mission and Program Overview

Mission

The foundation for the tri-state community, inc. Is a community foundation established to improve the quality of life in the tri-state region of kentucky, ohio and west virginia, by encouraging, raising, adminstering and distributing gifts for charitable, cultural, edcational and scientific purposes.

To carry out and encourage charitable, cultural, educational and scientific purposes primarily for the benefit of the tri-state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$15,400,443$17,568,412▲ $2,167,969
Savings and Temporary Cash Investments$461,755$686,048▲ $224,293
Land, Buildings, and Equipment, Net$47,318$42,133▼ $5,185
Total Assets$16,732,874$19,165,325▲ $2,432,451
Other Assets Total$823,358$868,732▲ $45,374
Liabilities
Other Liabilities$529,234$547,651▲ $18,417
Accounts Payable and Accrued Expenses$29,809$19,500▼ $10,309
Total Liabilities$559,043$567,151▲ $8,108
Net Assets / Fund Balance
Permanently Rstr Net Assets$8,919,813$9,058,185▲ $138,372
Temporarily Rstr Net Assets$6,331,369$8,699,623▲ $2,368,254
Unrestricted Net Assets$922,649$840,366▼ $82,283
Total Net Assets Fund Balance$16,173,831$18,598,174▲ $2,424,343
Total Liabilities and Net Assets / Fund Balance$16,732,874$19,165,325▲ $2,432,451

Asset Categories

AssetBook ValueDepreciationBasis
Land$40,500--
Equipment$1,633$79,299-
Other Securities$17,568,412--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$14,531,392$380,188▲ $2,880,619-$18,658,383
2012$13,026,054$245,446▲ $1,873,014-$14,531,392
2011$12,001,450$1,949,179▼ $102,643-$13,026,054
2010$10,554,539$436,524▲ $1,894,894-$12,001,450
2009$8,058,856$958,916▲ $2,106,412-$10,554,539
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary Witten WisemanPresidentFT$106,542$106,542

Board Members and Trustees

NameTitle
Jodi Rowe-collinsChairman
April Russell PerryVice Chairman
J Pat JonesVice Chairman
Cassie LandersTrustee
Donald R CapperTrustee
Evan H JenkinsTrustee
H Edward NeelyTrustee
James W St ClairTrustee
Kimberly S MccannTrustee
Laura S TimberlakeTrustee
Mary Jo BurtonTrustee
Michael D RobinsonTrustee
Nick CarterTrustee
Rebecca M CraigTrustee
Geoffrey S SheilsSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$653,094
Program Service Revenue
$0
Investment Income
$2,246,083
Other Revenue
$0
All Other Contributions
$653,094
Change in Net Assets
$1,638,035

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,899,177
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$816,324
Total Revenue per Audited Statements
$3,715,501
Total Revenue per Form 990
$2,899,177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$597,043
Other Expenses$399,856
Salaries, Compensation, and Employee Benefits$264,243
Total Fundraising Expense$61,845
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$597,043--$597,043
Current Officers, Directors, Trustees, and Key Employees-$85,234$21,308$106,542
Other Salaries and Wages-$76,476$22,781$99,257
Fees for Service Investment Mgmnt Fees-$49,945-$49,945
Other Employee Benefits-$42,804-$42,804
Fees for Services Accounting-$24,450-$24,450
Occupancy-$16,358$4,090$20,448
Travel-$16,057$4,014$20,071
Office Expenses-$16,067$1,774$17,841
Other Expenses$193,367$15,642$1,200$15,642
Payroll Taxes-$15,640-$15,640
Insurance-$5,619$1,404$7,023
Depreciation Depletion-$5,185-$5,185
All Other Expenses-$4,714-$4,714
Fees for Services Other-$848-$848
Total Functional Expenses$790,410$408,887$61,845$1,261,142

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,298,267
Expenses per Audited Statements$1,261,142
Total Expenses per Form 990$1,261,142
Expenses Not Reported on Form 990$37,125
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
55-6000073--Various Ghprd Projects$26,141
55-0717611--General Operations$11,652
55-0357028--General Operations$11,000
61-1155742--General Operations$9,756
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
Liability Under Remainder Trust Agreements$323,957
Funds Held as Agency Endowments$223,694
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
Yes
Other officer compensation reviewed
Yes
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

“Management reviews the tax return and all applicable schedules prior to signature. A copy is available to the full board of directors after filing.”

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

“Each board member is required to disclose interests in other businesses and organizations, and they are monitored and reviewed by the administrative assistant.”

Form 990, Part VI, Section B, Line 15

“All compensation of the director and other employees are reviewed by the board of directors and compared to reports of wages for comparable organizations.”

Form 990, Part VI, Section C, Line 19

“The foundation provides the public with financial information through annual reports and onsite availability of audit reports and tax returns. Other information is available by request at the foundation's main office in ashland, kentucky.”

Filing and Contact Details

Filer

EIN
61-0729266
Phone
6063243888

Signing Officer

Name
Mary Witten Wiseman
Title
President
Phone
6063243888
Signed
2014-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Witten Wiseman
Formed
1972
Legal Domicile
Ky
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
0

Preparer

Preparer
Stephen W Kanouse CPA
Phone
6063291171
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest gifts 7,963.”

Form 990, Part XII, Line 2C

“The process has not changed from the prior year. The board of trustees has oversight of the audit and selection of the independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are used to further the donor's wishes through the mission of the foundation for the tri-state community, inc.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest gifts 7,963. Revenue from affliated organiation (spriggs family foundation, inc.) 30,016.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses from affiliated organization (spriggs family foundation, inc.) 37,125.”

Raw XML AppendixShowing 400 of 551 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/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01486787
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0597043
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0597043
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0597043
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06671580
IRS990/GrossReceiptsAmt08083970
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01404
IRS990/InsuranceGrp/ManagementAndGeneralAmt05619
IRS990/InsuranceGrp/TotalAmt07023
IRS990/InvestmentIncomeGrp/ExclusionAmt0759296
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0759296
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015400443
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017568412
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt079299
IRS990/LandBldgEquipBasisNetGrp/BOYAmt047318
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042133
IRS990/LandBldgEquipCostOrOtherBssAmt0121432
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05184793
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION FOR THE TRI-STATE COMMUNITY, INC. IS A COMMUNITY FOUNDATION ESTABLISHED TO IMPROVE THE QUALITY OF LIFE IN THE TRI-STATE REGION OF KENTUCKY, OHIO AND WEST VIRGINIA, BY ENCOURAGING, RAISING, ADMINISTERING AND DISTRIBUTING GIFTS FOR CHARITABLE, CULTURAL, EDUCATIONAL AND SCIENTIFIC PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016173831
IRS990/NetAssetsOrFundBalancesEOYAmt018598174
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01486787
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01486787
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0778345
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04090
IRS990/OccupancyGrp/ManagementAndGeneralAmt016358
IRS990/OccupancyGrp/TotalAmt020448
IRS990/OfficeExpensesGrp/FundraisingAmt01774
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016067
IRS990/OfficeExpensesGrp/TotalAmt017841
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0823358
IRS990/OtherAssetsTotalGrp/EOYAmt0868732
IRS990/OtherChangesInNetAssetsAmt07963
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042804
IRS990/OtherEmployeeBenefitsGrp/TotalAmt042804
IRS990/OtherExpensesGrp/Desc0PROGRAM ACTIVITIES
IRS990/OtherExpensesGrp/Desc1PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc2CONTRACTURAL EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS ADMINISTR
IRS990/OtherExpensesGrp/FundraisingAmt05274
IRS990/OtherExpensesGrp/FundraisingAmt11200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017655
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116193
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215642
IRS990/OtherExpensesGrp/ProgramServicesAmt0193367
IRS990/OtherExpensesGrp/TotalAmt0198641
IRS990/OtherExpensesGrp/TotalAmt118855
IRS990/OtherExpensesGrp/TotalAmt216193
IRS990/OtherExpensesGrp/TotalAmt315642
IRS990/OtherLiabilitiesGrp/BOYAmt0529234
IRS990/OtherLiabilitiesGrp/EOYAmt0547651
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022781
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt076476
IRS990/OtherSalariesAndWagesGrp/TotalAmt099257
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015640
IRS990/PayrollTaxesGrp/TotalAmt015640
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08919813
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09058185
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARY WITTEN WISEMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0483324
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0522906
IRS990/PYInvestmentIncomeAmt0519662
IRS990/PYOtherExpensesAmt0422710
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-181980
IRS990/PYSalariesCompEmpBnftPaidAmt0239350
IRS990/PYTotalExpensesAmt01184966
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01002986
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01638035
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0461755
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0686048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0683092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0513324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02505738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01101318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0708211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05511683
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0394131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0395543
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01475228
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0264229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0160294
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02689425
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67210
IRS990ScheduleA/PublicSupportPY170Pct00.70140
IRS990ScheduleA/PublicSupportTotal170Amt05511683
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0683092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0513324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02505738
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01101318
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0708211
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05511683
IRS990ScheduleA/TotalSupportAmt08201108
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/BoardDesignatedBalanceEOYPct00.08300
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014531392
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0380188
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt018658383
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-866184
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02880619
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013026054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0245446
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014531392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-613122
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01873014
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-515797
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012001450
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01949179
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013026054
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-306135
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-102643
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-724356
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010554539
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0436524
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012001450
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01894894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-569645
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08058856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0958916
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010554539
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02106412
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt052247
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0244449
IRS990ScheduleD/DonorAdvisedFundsHeldCnt043
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt06413982
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01633
IRS990ScheduleD/EquipmentGrp/DepreciationAmt079299
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt080932
IRS990ScheduleD/ExpensesNotReportedAmt037125
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01261142
IRS990ScheduleD/LandGrp/BookValueAmt040500
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt040500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0778345
IRS990ScheduleD/OtherExpensesIncludedAmt037125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0323957
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1223694
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER REMAINDER TRUST AGREEMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUNDS HELD AS AGENCY ENDOWMENTS
IRS990ScheduleD/OtherRevenueAmt037979
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017568412
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS & OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,165,325
Liabilities
$567,151
Net assets
$18,598,174
Revenue
$2,899,177
Expenses
$1,261,142
Net income
$1,638,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.2$0.47$36.7$3.32$1.78$1.53
2023Detailed filing. Detailed filing data is available for this year.$32.7$0.43$32.3$1.34$1.91$0.57
2022Detailed filing. Detailed filing data is available for this year.$29.3$0.41$28.9$2.80$1.74$1.06
2021Detailed filing. Detailed filing data is available for this year.$35.5$0.49$35.0$3.35$1.65$1.70
2020Detailed filing. Detailed filing data is available for this year.$31.5$0.51$31.0$2.08$2.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$28.3$0.46$27.8$2.42$2.55$0.12
2018Detailed filing. Detailed filing data is available for this year.$24.3$0.39$24.0$2.08$2.04$0.05
2017Detailed filing. Detailed filing data is available for this year.$26.9$0.45$26.4$5.96$1.49$4.47
2016Detailed filing. Detailed filing data is available for this year.$19.7$0.41$19.3$1.66$1.30$0.36
2015Detailed filing. Detailed filing data is available for this year.$18.7$0.48$18.2$1.66$1.26$0.40
2014Detailed filing. Detailed filing data is available for this year.$19.5$0.56$19.0$2.02$1.34$0.68
2013Detailed filing. Detailed filing data is available for this year.$19.2$0.57$18.6$2.90$1.26$1.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$0.68$16.1$1.18
2011Summary only. Only limited summary data is available for this year.$15.4$0.62$14.8$3.98$1.71$2.27
2010Summary only. Only limited summary data is available for this year.$14.9$0.63$14.3$1.37$1.09$0.27