Civic Intelligence

Tennessee Bar Foundation

990 • Fiscal year 2018 • EIN 62-6074501

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 18, 2018

618 Church Street Suite 120Nashville, TN 37219-2456

(615) 242-1531

Siviq Scores

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

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.40x

Higher debt load relative to revenue than 63% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

39th percentile

$144,520

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

37th percentile

-0.9%

Faster asset growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

28%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$11,846,254

Down $109,645 (-0.9%) from 2017

Net Assets

Up

$11,387,501

Up $205,109 (+1.8%) from 2017

Liabilities

Down

$458,753

Down $314,754 (-41%) from 2017

Revenue

Up

$1,135,797

Up $249,116 (+28%) from 2017

Expenses

Down

$943,341

Down $592,496 (-39%) from 2017

Net Income

Up

$192,456

Up $841,612 (+130%) from 2017

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $2,855,563Liabilities 2011: $510,184Net Assets 2011: $2,345,3792011Assets 2012: $3,104,661Liabilities 2012: $424,988Net Assets 2012: $2,679,6732012Assets 2013: $2,895,920Liabilities 2013: $353,416Net Assets 2013: $2,542,5042013Assets 2014: $3,086,298Liabilities 2014: $306,798Net Assets 2014: $2,779,5002014Assets 2015: $3,537,884Liabilities 2015: $309,575Net Assets 2015: $3,228,3092015Assets 2016: $11,956,367Liabilities 2016: $287,122Net Assets 2016: $11,669,2452016Assets 2017: $11,955,899Liabilities 2017: $773,507Net Assets 2017: $11,182,3922017Assets 2018: $11,846,254Liabilities 2018: $458,753Net Assets 2018: $11,387,5012018Assets 2019: $12,446,615Liabilities 2019: $1,418,910Net Assets 2019: $11,027,7052019Assets 2020: $12,040,360Liabilities 2020: $863,174Net Assets 2020: $11,177,1862020Assets 2021: $12,179,214Liabilities 2021: $780,908Net Assets 2021: $11,398,3062021Assets 2022: $11,655,415Liabilities 2022: $734,113Net Assets 2022: $10,921,3022022Assets 2023: $18,377,132Liabilities 2023: $688,295Net Assets 2023: $17,688,8372023Assets 2024: $27,152,613Liabilities 2024: $1,567,379Net Assets 2024: $25,585,2342024Assets 2025: $34,345,562Liabilities 2025: $1,749,178Net Assets 2025: $32,596,3842025

Highlighted filing

2018

Assets$11,846,254
Liabilities$458,753
Net Assets$11,387,501

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,351,4582011Expenses 2012: $1,187,6562012Revenue 2013: $756,541Expenses 2013: $1,039,202Net Income 2013: -$282,6612013Revenue 2014: $881,526Expenses 2014: $954,310Net Income 2014: -$72,7842014Revenue 2015: $1,710,687Expenses 2015: $950,172Net Income 2015: $760,5152015Revenue 2016: $9,337,401Expenses 2016: $880,024Net Income 2016: $8,457,3772016Revenue 2017: $886,681Expenses 2017: $1,535,837Net Income 2017: -$649,1562017Revenue 2018: $1,135,797Expenses 2018: $943,341Net Income 2018: $192,4562018Revenue 2019: $1,589,549Expenses 2019: $2,066,002Net Income 2019: -$476,4532019Revenue 2020: $1,857,926Expenses 2020: $1,456,706Net Income 2020: $401,2202020Revenue 2021: $1,412,721Expenses 2021: $1,852,316Net Income 2021: -$439,5952021Revenue 2022: $1,860,355Expenses 2022: $1,819,656Net Income 2022: $40,6992022Revenue 2023: $8,615,048Expenses 2023: $1,797,210Net Income 2023: $6,817,8382023Revenue 2024: $10,164,516Expenses 2024: $3,667,476Net Income 2024: $6,497,0402024Revenue 2025: $9,715,524Expenses 2025: $4,372,021Net Income 2025: $5,343,5032025

Highlighted filing

2018

Revenue$1,135,797
Expenses$943,341
Net Income$192,456
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 18, 2018
Return Version
2017v2.3
Gross Receipts
$1,298,667
Mission and Program Overview

Mission

The mission of the tennessee bar foundation, a philanthropic organization founded by tennessee lawyers, is to honor lawyers who have distinguished themselves in the profession and community and to support, with monetary grants, organizations that provide civil legal assistance to the indigent and organizations that work to improve the administration of justice.

To support agencies that provide civil legal services to the indigent, that work to improve the administration of justice and to provide law student assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,002,360$7,461,673▲ $1,459,313
Investments Other Securities$2,302,458$2,432,725▲ $130,267
Cash and Non-Interest-Bearing Accounts$3,525,954$1,804,174▼ $1,721,780
Accounts Receivable$122,535$138,430▲ $15,895
Land, Buildings, and Equipment, Net$0$3,352▲ $3,352
Prepaid Expenses and Deferred Charges$0$3,308▲ $3,308
Total Assets$11,955,899$11,846,254▼ $109,645
Other Assets Total$2,592$2,592→ $0
Liabilities
Grants Payable$733,159$412,222▼ $320,937
Other Liabilities$33,187$38,098▲ $4,911
Accounts Payable and Accrued Expenses$7,161$8,433▲ $1,272
Total Liabilities$773,507$458,753▼ $314,754
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,632,880$8,548,055▼ $84,825
Unrestricted Net Assets$2,313,369$2,603,303▲ $289,934
Permanently Rstr Net Assets$236,143$236,143→ $0
Total Net Assets Fund Balance$11,182,392$11,387,501▲ $205,109
Total Liabilities and Net Assets / Fund Balance$11,955,899$11,846,254▼ $109,645

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,352$127,871$131,223
Other Securities$2,432,725--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$236,143---$236,143
2016$236,143---$236,143
2015$236,143---$236,143
2014$236,143---$236,143
2013$236,143---$236,143
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barri Bernstein EsqExe. DirectorFT$119,655$24,865$144,520
Revenue and Support

Revenue Composition

Contributions and Grants
$70,800
Program Service Revenue
$791,452
Investment Income
$273,545
Other Revenue
$0
All Other Contributions
$22,800
Change in Net Assets
$192,456

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,115,021
Revenue Not Reported on Financial Statements
$20,776
Revenue Not Reported on Form 990
$12,654
Other Revenue Adjustments
$20,776
Total Revenue per Audited Statements
$1,127,675
Total Revenue per Form 990
$1,135,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$500,000
Other Expenses$223,098
Salaries, Compensation, and Employee Benefits$220,243
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$500,000--$500,000
Current Officers, Directors, Trustees, and Key Employees$133,680$10,840-$144,520
Other Salaries and Wages$42,362$5,387-$47,749
Occupancy$36,053$2,923-$38,976
All Other Expenses$22,622$4,401-$27,023
Fees for Service Investment Mgmnt Fees-$19,781-$19,781
Information Technology$15,148$2,231-$17,379
Other Employee Benefits$12,086$980-$13,066
Payroll Taxes$11,620$942-$12,562
Fees for Services Accounting$12,372--$12,372
Other Expenses$20,635$8,507-$8,507
Insurance$4,396$486-$4,882
Office Expenses$2,767$224-$2,991
Pension Plan Contributions$2,170$176-$2,346
Fees for Services Other$1,835$149-$1,984
Depreciation Depletion-$235-$235
Advertising$225--$225
Total Functional Expenses$820,005$123,336$0$943,341

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$943,341
Expenses per Audited Statements$922,566
Total Expenses per Audited Statements$922,566
Expenses Not Reported on Financial Statements$20,775
Other Expense Adjustments$20,775
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Legal Aid Society of Middle Tennessee and the CumberlandsNashville, TN501c3Legal Services$112,444
Tennessee Justice CenterNashville, TN501c3Legal Services$93,000
Legal Aid of East TennesseeKnoxville, TN501c3Legal Services$90,382
Memphis Area Legal Services IncMemphis, TN501c3Legal Services$56,237
West Tennessee Legal Services IncJackson, TN501c3Legal Services$25,247
Tennessee Casa Association IncMurfreesboro, TN501c3Administration of Justice$20,000
Community Legal CenterMemphis, TN501c3Legal Services$13,800
Aging Services for the Upper CumberlandsCookeville, TN501c3Legal Services$10,000
Tenn Coalition Against Domestic and Sexual ViolenceNashville, TN501c3Legal Services$10,000
Exchange Club Family Center of the Mid-south IncNashville, TN501c3Administration of Justice$7,500
Domestic Violence Program IncMurfreesboro, TN501c3Administration of Justice$6,640
Morning Star SanctuaryMadison, TN501c3Administration of Justice$5,300
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
Deferred Employee Compensation$38,098
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Lawyers who have distinguished themselves in the profession and community are elected to membership as "fellows" by committees and the board. In addition, those lawyers participating in the tn iolta program are also members

Form 990, Part VI, Section A, Line 6

The members elect the board of trustees at an annual meeting

Form 990, Part VI, Section A, Line 7A

The foundation has members who elect the board of trustees at the annual meeting.

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

A draft form of the 990 will be sent by e mail to all members of the audit committee to review.

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

The members of the board of trustees are asked to read the conflict of interest policy, to indicate any conflicts on the form provided and to sign that form.

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

A committee composed of current and former members of the board of trustees consider the performance of the executive director and review the salary survey data compiled by the national association of iolta programs (naip) to determine compensation.

Form 990, Part VI, Section C, Line 19

Documents are on file and may be seen on request.

Filing and Contact Details

Filer

Filer Name
Tennessee Bar Foundation
EIN
62-6074501
Phone
6152421531
Address
618 CHURCH STREET SUITE 120, NASHVILLE, TN 37219-2456

Signing Officer

Name
Barri E Bernstein
Title
Executive Director
Phone
6152421531
Signed
2018-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barri E Bernstein
Formed
1958
Legal Domicile
Tn
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
0

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Jill Hudson
Phone
6153774600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -1.

FORM 990, PART XII, LINE 2C:

No change in policy from prior year.

Financial Statement Notes

PART V, LINE 4:

To support the costs of the foundation's legal history project and for such other needs as the board of trustees may direct.

PART X, LINE 2:

As of june 30, 2017, the foundation has accrued no interest and no penalties related to uncertain tax positions. It is the foundation's policy to recognize interest and/or penalties related to income tax matters in income tax expense.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment expenses netted with revenue on audit 19,782. Interest income 994.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment expenses netted with revenue on audit 19,781. Miscellaneous expense 994.

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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0158072
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0422160
IRS990/GrantsPayableGrp/BOYAmt0733159
IRS990/GrantsPayableGrp/EOYAmt0412222
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0320942
IRS990/GrossReceiptsAmt01298667
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02231
IRS990/InformationTechnologyGrp/ProgramServicesAmt015148
IRS990/InformationTechnologyGrp/TotalAmt017379
IRS990/InsuranceGrp/ManagementAndGeneralAmt0486
IRS990/InsuranceGrp/ProgramServicesAmt04396
IRS990/InsuranceGrp/TotalAmt04882
IRS990/InvestmentIncomeGrp/ExclusionAmt0115473
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0115473
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02302458
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02432725
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03352
IRS990/LandBldgEquipCostOrOtherBssAmt0131223
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0162870
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt048000
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE TENNESSEE BAR FOUNDATION, A PHILANTHROPIC ORGANIZATION FOUNDED BY TENNESSEE LAWYERS, IS TO HONOR LAWYERS WHO HAVE DISTINGUISHED THEMSELVES IN THE PROFESSION AND COMMUNITY AND TO SUPPORT, WITH MONETARY GRANTS, ORGANIZATIONS THAT PROVIDE CIVIL LEGAL ASSISTANCE TO THE INDIGENT AND ORGANIZATIONS THAT WORK TO IMPROVE THE ADMINISTRATION OF JUSTICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011182392
IRS990/NetAssetsOrFundBalancesEOYAmt011387501
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0158072
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0158072
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012654
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02923
IRS990/OccupancyGrp/ProgramServicesAmt036053
IRS990/OccupancyGrp/TotalAmt038976
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0224
IRS990/OfficeExpensesGrp/ProgramServicesAmt02767
IRS990/OfficeExpensesGrp/TotalAmt02991
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02592
IRS990/OtherAssetsTotalGrp/EOYAmt02592
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0980
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012086
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013066
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1FELLOWS' DINNER
IRS990/OtherExpensesGrp/Desc2I.O.L.T.A. EXPENSES
IRS990/OtherExpensesGrp/Desc3LEGAL HISTORY PROJECT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035337
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt130737
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28507
IRS990/OtherExpensesGrp/ProgramServicesAmt02034
IRS990/OtherExpensesGrp/ProgramServicesAmt120635
IRS990/OtherExpensesGrp/TotalAmt037371
IRS990/OtherExpensesGrp/TotalAmt130737
IRS990/OtherExpensesGrp/TotalAmt220635
IRS990/OtherExpensesGrp/TotalAmt38507
IRS990/OtherLiabilitiesGrp/BOYAmt033187
IRS990/OtherLiabilitiesGrp/EOYAmt038098
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05387
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt042362
IRS990/OtherSalariesAndWagesGrp/TotalAmt047749
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0942
IRS990/PayrollTaxesGrp/ProgramServicesAmt011620
IRS990/PayrollTaxesGrp/TotalAmt012562
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0176
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02170
IRS990/PensionPlanContributionsGrp/TotalAmt02346
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0236143
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0236143
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03308
IRS990/PrincipalOfficerNm0BARRI E BERNSTEIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0I.O.L.T.A. INCOME
IRS990/ProgramServiceRevenueGrp/Desc1FELLOWS' DINNER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0771292
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120160
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0771292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120160
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION AWARDS MONETARY GRANTS TO ORGANIZATIONS WHICH WORK TO IMPROVE THE ADMINISTRATION OF JUSTICE WITHIN THE STATE. THESE ORGANIZATIONS MAY ASSIST FAMILIES, CHILDREN, DOMESTIC VIOLENCE VICTIMS OR IMMIGRANTS WITH THEIR VERY SPECIFIC LEGAL NEEDS. OTHER GRANT RECIPIENT ORGANIZATIONS PROVIDE MEDIATION FOR DISPUTANTS OR REHABILITATION FOR OFFENDERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0127658
IRS990/ProgSrvcAccomActy2Grp/GrantAmt077840
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0123213
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt082509
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01141888
IRS990/PYInvestmentIncomeAmt079499
IRS990/PYOtherExpensesAmt0193125
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0724673
IRS990/PYRevenuesLessExpensesAmt0-649156
IRS990/PYSalariesCompEmpBnftPaidAmt0200824
IRS990/PYTotalExpensesAmt01535837
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0886681
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0192456
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0668239
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06002360
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07461673
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0862252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0807182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0760491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0718361
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0842309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03990595
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0115473
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt056078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt051281
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt047319
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt039837
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0309988
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0115473
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt056078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt051281
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt047319
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt039837
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0309988
IRS990ScheduleA/InvestmentIncomeCYPct00.07210
IRS990ScheduleA/InvestmentIncomePYPct00.05790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92790
IRS990ScheduleA/PublicSupportPY509Pct00.94210
IRS990ScheduleA/PublicSupportTotal509Amt03990595
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0862252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0807182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0760491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0718361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0842309
IRS990ScheduleA/Total509Grp/TotalAmt03990595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0977725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0863260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0811772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0765680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0882146
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04300583
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0236143
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0236143
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0236143
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0236143
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0236143
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0236143
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0236143
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0236143
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0236143
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0236143
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03352
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0127871
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0131223
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt020775
IRS990ScheduleD/ExpensesSubtotalAmt0922566
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012654
IRS990ScheduleD/OtherExpensesNotIncludedAmt020775
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038098
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED EMPLOYEE COMPENSATION
IRS990ScheduleD/OtherRevenuesNotIncludedAmt020776
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02432725
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS, ETFS, BOND FUNDS AND STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt012654
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020776

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.3$1.75$32.6$9.72$4.37$5.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$1.57$25.6$10.2$3.67$6.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.69$17.7$8.62$1.80$6.82
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.73$10.9$1.86$1.82$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.78$11.4$1.41$1.85$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.86$11.2$1.86$1.46$0.40
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$1.42$11.0$1.59$2.07$0.48
2018Detailed filing. Detailed filing data is available for this year.$11.8$0.46$11.4$1.14$0.94$0.19
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.77$11.2$0.89$1.54$0.65
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.29$11.7$9.34$0.88$8.46
2015Detailed filing. Detailed filing data is available for this year.$3.54$0.31$3.23$1.71$0.95$0.76
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.31$2.78$0.88$0.95$0.07
2013Summary only. Only limited summary data is available for this year.$2.90$0.35$2.54$0.76$1.04$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.42$2.68$1.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.51$2.35$1.35