Civic Intelligence

Foundation for the Tri-State Community Inc.

990 • Fiscal year 2019 • EIN 61-0729266

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 17, 2020

PO Box 2096Ashland, KY 41105-2096

(606) 324-3888

Siviq Scores

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

Liabilities / Assets

14th percentile

0.02x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.19x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

21st percentile

-5.1%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$164,266

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$28,273,024

Up $3,934,086 (+16%) from 2018

Net Assets

Up

$27,817,941

Up $3,865,356 (+16%) from 2018

Liabilities

Up

$455,083

Up $68,730 (+18%) from 2018

Revenue

Up

$2,423,778

Up $340,369 (+16%) from 2018

Expenses

Up

$2,547,677

Up $511,154 (+25%) from 2018

Net Income

Down

-$123,899

Down $170,785 (-364%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$28,273,024
Liabilities$455,083
Net Assets$27,817,941

Operations Trend

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

2019

Revenue$2,423,778
Expenses$2,547,677
Net Income-$123,899
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 17, 2020
Return Version
2019v5.0
Gross Receipts
$2,742,332
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$22,845,562$26,436,652▲ $3,591,090
Savings and Temporary Cash Investments$622,313$805,458▲ $183,145
Prepaid Expenses and Deferred Charges$25,000$25,000→ $0
Land, Buildings, and Equipment, Net$7,016$3,751▼ $3,265
Total Assets$24,338,938$28,273,024▲ $3,934,086
Other Assets Total$839,047$1,002,163▲ $163,116
Liabilities
Other Liabilities$357,219$412,307▲ $55,088
Accounts Payable and Accrued Expenses$29,134$42,776▲ $13,642
Total Liabilities$386,353$455,083▲ $68,730
Net Assets / Fund Balance
Net Assets With Donor Restrictions$22,356,880$26,118,054▲ $3,761,174
Net Assets Without Donor Restrictions$1,595,705$1,699,887▲ $104,182
Total Net Assets Fund Balance$23,952,585$27,817,941▲ $3,865,356
Total Liabilities and Net Assets / Fund Balance$24,338,938$28,273,024▲ $3,934,086

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,751$93,212$96,963
Other Securities$26,436,652--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$19,789,979$584,928▲ $4,670,408-$23,806,127
2018$21,726,904$689,372▼ $1,459,394-$19,789,979
2017$17,589,701$1,619,460▲ $3,577,729-$21,726,904
2016$16,395,937$823,499▲ $1,438,207-$17,589,701
2015$17,376,310$576,879▼ $520,784-$16,395,937
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary Witten WisemanPresidentFT$164,266$164,266

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,264,998
Program Service Revenue
$0
Investment Income
$1,158,780
Other Revenue
$0
All Other Contributions
$1,264,998
Change in Net Assets
$-123,899

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,423,778
Revenue Not Reported on Form 990
$3,801,760
Total Revenue per Audited Statements
$6,225,538
Total Revenue per Form 990
$2,423,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,459,096
Grants and Similar Amounts Paid$678,559
Salaries, Compensation, and Employee Benefits$410,022
Total Fundraising Expense$66,359
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$611,089--$611,089
Other Salaries and Wages-$266,524$55,446$321,970
Grants to Domestic Individuals$67,470--$67,470
Other Employee Benefits-$63,923-$63,923
Payroll Taxes-$24,129-$24,129
Occupancy-$19,012$4,753$23,765
All Other Expenses-$15,563$3,302$18,865
Travel-$12,011$2,858$14,869
Other Expenses$1,258,691$10,832-$10,832
Office Expenses-$6,708-$6,708
Insurance-$3,691-$3,691
Depreciation Depletion-$3,265-$3,265
Total Functional Expenses$1,937,250$544,068$66,359$2,547,677

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,552,677
Expenses per Audited Statements$2,547,677
Total Expenses per Form 990$2,547,677
Expenses Not Reported on Form 990$5,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hoops Family Children Hospital---$36,044
Highlands Museum & Discovery CenterAshland, KY--$32,025
Ashland Independent Schools---$20,000
Paramount Arts Center IncAshland, KY--$20,000
Big Brothers Big SistersHuntington, WV--$16,044
Safe Harbor of Northeast KyAshland, KY--$15,000
Childhood Language CenterCharleston, WV--$12,057
Recovery Point West Virginia---$11,774
Ebenezer Medical OutreachHuntington, WV--$11,438
Huntington Symphony OrchestraHuntington, WV--$10,803
Ashland Community & Technical Colle---$10,000
Ashland Tennis CenterAshland, KY--$10,000
Boys and Girls Club of HuntingtonHuntington, WV--$10,000
First Presbyterian ChurchCharleston, WV--$10,000
Greater Ashland Tennis Association---$10,000
CARE'S---$8,000
Ashland Community KitchenAshland, KY-General Operations$7,500
Marshall University Artist SeriesHuntington, WV--$7,500
Kentucky Educational TelevisionLexington, KY--$7,400
Morehead First Church of the NazareMorehead, KY--$6,405
First Presbyterian Church---$6,358
Ymca of Ashland---$6,181
Casa of Northeast Ky IncAshland, KY--$6,000
Huntington Museum of ArtHuntington, WV--$5,904
Huntington City MissionHuntington, WV--$5,551
American Red Cross---$5,100
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$266,732
Funds Held as Agency Endowments$145,575
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
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, Page 6, Part VI, Line 11B

Irs form 990 is reviewed by the president prior to filing. Copies are provided to the board of trustees as requested.

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

Executive committee reviews pay increases and propose to full board of trustees. Board of trustees vote on compensation.

Form 990, Page 6, Part VI, Line 15B

Executive committee reviews pay increases and propose to full board of trustees. Board of trustees vote on compensation.

Form 990, Page 6, Part VI, 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

Filer Name
Foundation for the Tri-state
EIN
61-0729266
Phone
6063243888
Address
PO BOX 2096, ASHLAND, KY 41105-2096

Signing Officer

Name
Mary Witten Wiseman
Title
President
Phone
6063243888
Signed
2020-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Witten Wiseman
Formed
1972
Legal Domicile
Ky
Voting Board Members
16
Independent Board Members
16
Employees
6

Preparer

Firm
Kelley Galloway Smith Goolsby Psc
Address
1200 CORPORATE COURT PO BOX 990, ASHLAND, KY 41105-0990
Preparer
John M Spears CPA Cgma
Phone
6063291811
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Part XI, Line 9

Change in value of split interest agreements 108,774

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Spriggs family foundation 30,052 change of value of split interest agreements -108,774

Schedule D, Page 4, Part XII, Line 2D

Spriggs family foundation 5,000

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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0668902
IRS990/GrossReceiptsAmt02742332
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03691
IRS990/InsuranceGrp/TotalAmt03691
IRS990/InvestmentIncomeGrp/ExclusionAmt0808432
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0808432
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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, ADMINSTERING AND DISTRIBUTING GIFTS FOR CHARITABLE, CULTURAL, EDCATIONAL AND SCIENTIFIC PURPOSES.
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IRS990/NetAssetsOrFundBalancesEOYAmt027817941
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0350348
IRS990/NetUnrlzdGainsLossesInvstAmt03880481
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01595705
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01699887
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04753
IRS990/OccupancyGrp/ManagementAndGeneralAmt019012
IRS990/OccupancyGrp/TotalAmt023765
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06708
IRS990/OfficeExpensesGrp/TotalAmt06708
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0839047
IRS990/OtherAssetsTotalGrp/EOYAmt01002163
IRS990/OtherChangesInNetAssetsAmt0108774
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt063923
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063923
IRS990/OtherExpensesGrp/Desc0PROGRAM ACTIVITIES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL SERVICES
IRS990/OtherExpensesGrp/Desc2CONTRACTUAL EXPENSE
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt090485
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127925
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210832
IRS990/OtherExpensesGrp/ProgramServicesAmt01258691
IRS990/OtherExpensesGrp/TotalAmt01258691
IRS990/OtherExpensesGrp/TotalAmt190485
IRS990/OtherExpensesGrp/TotalAmt227925
IRS990/OtherExpensesGrp/TotalAmt310832
IRS990/OtherLiabilitiesGrp/BOYAmt0357219
IRS990/OtherLiabilitiesGrp/EOYAmt0412307
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055446
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0266524
IRS990/OtherSalariesAndWagesGrp/TotalAmt0321970
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024129
IRS990/PayrollTaxesGrp/TotalAmt024129
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025000
IRS990/PrincipalOfficerNm0MARY WITTEN WISEMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0852185
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0609858
IRS990/PYInvestmentIncomeAmt01231224
IRS990/PYOtherExpensesAmt01013101
IRS990/PYRevenuesLessExpensesAmt046886
IRS990/PYSalariesCompEmpBnftPaidAmt0413564
IRS990/PYTotalExpensesAmt02036523
IRS990/PYTotalRevenueAmt02083409
IRS990/ReconcilationRevenueExpnssAmt0-123899
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0622313
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0805458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01294998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0852185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04795880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0882858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0736035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08561956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0566799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0498971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0870828
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0614512
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0788663
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03339773
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62530
IRS990ScheduleA/PublicSupportPY170Pct00.68320
IRS990ScheduleA/PublicSupportTotal170Amt08561956
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01294998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0852185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04795880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0882858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0736035
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08561956
IRS990ScheduleA/TotalSupportAmt013693627
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0807432
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0984466
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt01791898
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt019789979
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0584928
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt023806127
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-1239188
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04670408
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt021726904
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0689372
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt019789979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1166903
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1459394
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt017589701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01619460
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt021726904
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1059986
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03577729
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt016395937
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0823499
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt017589701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1067942
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01438207
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt017376310
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0576879
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt016395937
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-1036468
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-520784
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt030244
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0256716
IRS990ScheduleD/DonorAdvisedFundsHeldCnt021
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt08109613
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03751
IRS990ScheduleD/EquipmentGrp/DepreciationAmt093212
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt096963
IRS990ScheduleD/ExpensesNotReportedAmt05000
IRS990ScheduleD/ExpensesSubtotalAmt02547677
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03880482
IRS990ScheduleD/OtherExpensesIncludedAmt05000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0266732
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1145575
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER REMAINDER TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUNDS HELD AS AGENCY ENDOWMENTS
IRS990ScheduleD/OtherRevenueAmt0-78722
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt026436652
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt03801760
IRS990ScheduleD/RevenueSubtotalAmt02423778
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPRIGGS FAMILY FOUNDATION 30,052 CHANGE OF VALUE OF SPLIT INTEREST AGREEMENTS -108,774
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPRIGGS FAMILY FOUNDATION 5,000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03751
IRS990ScheduleD/TotalBookValueSecuritiesAmt026436652
IRS990ScheduleD/TotalExpensesPerForm990Amt02547677
IRS990ScheduleD/TotalLiabilityAmt0412307
IRS990ScheduleD/TotalRevenuePerForm990Amt02423778
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06225538
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02552677
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt067470
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt030
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt216044
IRS990ScheduleI/RecipientTable/CashGrantAmt310000

Document Assets

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Filings

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