Civic Intelligence

Indian Springs School

990 • Fiscal year 2020 • EIN 63-1000137

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

Organization ProfileWWW.INDIANSPRINGS.ORG
190 Woodward DriveIndian Springs, AL 35124

(205) 988-3350

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.14x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$505,323

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 38.9% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

8th percentile

-8.0%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-8.0%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$13,693,650

Down $1,188,977 (-8.0%) from 2019

Net Assets

Down

$13,515,375

Down $1,278,079 (-8.6%) from 2019

Liabilities

Up

$178,275

Up $89,102 (+100%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Down

$1,297,933

Down $112,324 (-8.0%) from 2019

Expenses

Up

$122,372

Up $5,195 (+4.4%) from 2019

Net Income

Down

$1,175,561

Down $117,519 (-9.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$30M$20M$10M$0Assets 2012: $9,794,036Liabilities 2012: $0Net Assets 2012: $9,794,0362012Assets 2013: $21,274,999Liabilities 2013: $187,231Net Assets 2013: $21,087,7682013Assets 2014: $18,469,547Liabilities 2014: $83,384Net Assets 2014: $18,386,1632014Assets 2015: $17,122,044Liabilities 2015: $94,072Net Assets 2015: $17,027,9722015Assets 2016: $16,364,592Liabilities 2016: $7,735Net Assets 2016: $16,356,8572016Assets 2017: $15,824,531Liabilities 2017: $72,178Net Assets 2017: $15,752,3532017Assets 2018: $15,422,106Liabilities 2018: $58,532Net Assets 2018: $15,363,5742018Assets 2019: $14,882,627Liabilities 2019: $89,173Net Assets 2019: $14,793,4542019Assets 2020: $13,693,650Liabilities 2020: $178,275Net Assets 2020: $13,515,3752020Assets 2021: $22,230,859Liabilities 2021: $195,047Net Assets 2021: $22,035,8122021Assets 2022: $14,971,084Liabilities 2022: $203,221Net Assets 2022: $14,767,8632022Assets 2023: $16,302,259Liabilities 2023: $105,597Net Assets 2023: $16,196,6622023Assets 2024: $16,860,718Liabilities 2024: $67,519Net Assets 2024: $16,793,1992024Assets 2025: $20,344,267Liabilities 2025: $30,443Net Assets 2025: $20,313,8242025

Highlighted filing

2020

Assets$13,693,650
Liabilities$178,275
Net Assets$13,515,375
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $1,214,205Expenses 2012: $23,580Net Income 2012: $1,190,6252012Revenue 2013: $12,079,285Expenses 2013: $28,886Net Income 2013: $12,050,3992013Revenue 2014: $3,465,021Expenses 2014: $28,010Net Income 2014: $3,437,0112014Revenue 2015: $5,129,635Expenses 2015: $29,550Net Income 2015: $5,100,0852015Revenue 2016: $2,564,198Expenses 2016: $27,959Net Income 2016: $2,536,2392016Revenue 2017: $1,181,509Expenses 2017: -$48,182Net Income 2017: $1,229,6912017Revenue 2018: $1,992,098Expenses 2018: -$51,915Net Income 2018: $2,044,0132018Revenue 2019: $1,410,257Expenses 2019: $117,177Net Income 2019: $1,293,0802019Revenue 2020: $1,297,933Expenses 2020: $122,372Net Income 2020: $1,175,5612020Revenue 2021: $7,872,298Expenses 2021: $349,879Net Income 2021: $7,522,4192021Revenue 2022: $3,348,616Expenses 2022: $132,739Net Income 2022: $3,215,8772022Revenue 2023: $2,053,487Expenses 2023: $76,940Net Income 2023: $1,976,5472023Revenue 2024: $1,400,889Expenses 2024: $81,529Net Income 2024: $1,319,3602024Revenue 2025: $3,905,476Expenses 2025: $110,051Net Income 2025: $3,795,4252025

Highlighted filing

2020

Revenue$1,297,933
Expenses$122,372
Net Income$1,175,561
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$13,844,381
Mission and Program Overview

Mission

To serve as a support organization for alabama educational foundation.

Support alabama educational foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,842,745$11,492,422▼ $2,350,323
Savings and Temporary Cash Investments$591,767$1,802,649▲ $1,210,882
Pledges and Grants Receivable$375,409$324,562▼ $50,847
Total Assets$14,882,627$13,693,650▼ $1,188,977
Other Assets Total$72,706$74,017▲ $1,311
Liabilities
Other Liabilities$89,173$178,275▲ $89,102
Total Liabilities$89,173$178,275▲ $89,102
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,342,438$6,808,572▼ $533,866
Net Assets With Donor Restrictions$7,451,016$6,706,803▼ $744,213
Total Net Assets Fund Balance$14,793,454$13,515,375▼ $1,278,079
Total Liabilities and Net Assets / Fund Balance$14,882,627$13,693,650▼ $1,188,977

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$14,004,922$58,906▼ $941,365$344,954$12,777,509
2019$12,978,599$994,300▲ $690,733$658,710$14,004,922
2018$12,893,746$152,055▲ $455,397$522,599$12,978,599
2017$10,317,701$2,153,021▲ $826,752$403,728$12,893,746
2016$10,342,927$460,470▲ $131,060$616,756$10,317,701
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Lauren WainrightDirector of Strategy and Special ProjectsFT$112,906$112,906
Peggy FleetwoodSecretaryFT$62,348$62,348

Board Members and Trustees

NameTitle
Alan EngelChair, Board of Directors
Braxton GoodrichBoard of Directors
Catherine McleanBoard of Directors
Clara K ChungBoard of Directors
Ellen McelroyBoard of Directors
Emily Hess LevineBoard of Directors
Hanson SlaughterBoard of Directors
James H LewisBoard of Directors
Janet Perry BookBoard of Directors
Jerolyn FerrariBoard of Directors
John G SimmonsBoard of Directors
Joseph M Farley JrBoard of Directors
Kyung HanBoard of Directors
Leo Kayser IiiBoard of Directors
Lia RushtonBoard of Directors
Myla CalhounBoard of Directors
R Scott PulliamBoard of Directors
Randall MinorBoard of Directors
W Ben HuntBoard of Directors
Tanya YeagerDirector of Finance and Operations
Robert AlandTreasurer Board of Directo
Scott SchambergerHead of School
Donald NorthInterim Head of School
Sharon HowellPrevious Head of School
Revenue and Support

Revenue Composition

Contributions and Grants
$1,142,212
Program Service Revenue
$0
Investment Income
$155,721
Other Revenue
$0
All Other Contributions
$1,142,212
Change in Net Assets
$1,175,561

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded13$57,812
Total Noncash Contributions13$57,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$50,004-$50,004
Other Expenses-$15,291-$15,291
Total Functional Expenses$0$122,372$0$122,372
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
Due to Alabama Educational Foundation$178,275
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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

“Upon completion of the 990 by the auditing firm, the 990 is reviewed by the finance and audit committee and is provided to each board member.”

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

“Annually, the board undertakes to determine those persons who are interested persons. The officers and directors of the school, and any other person who, based on all facts and circumstances and to the best of that person's knowledge, is in a position to exercise substantial influence over the affairs of the school, or who has been in such a position within the last five years, are interested persons. Each interested person signs a statement which affirms that such person: 1. Has received a copy of the conflicts of interest policy; 2. Has read the conflicts of interest policy; 3. Understands the conflicts of interest policy; 4. Has agreed to comply with the conflicts of interest policy; and 5. Has previously disclosed any financial interests or possible financial interests in accordance with the policy.”

Form 990, Part VI, Section B, Line 15

“The board reviews and sets compensation for the head of school annually. The head of school sets the salaries of key employees each year using regional and national benchmarking tools available from nais. Her decisions are reviewed by the chairman of the board and the chair of the finance and audit committee.”

Form 990, Part VI, Section C, Line 19

“Materials are available upon request by contacting the organization. Contact information can be found on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Indian Springs School
EIN
63-1000137
Phone
2059883350
Address
190 WOODWARD DRIVE, INDIAN SPRINGS, AL 35124

Signing Officer

Name
Tanya Yeager
Title
Director of Finance
Phone
2059883350
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Schamberger
Formed
1988
Legal Domicile
Al
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
0

Preparer

Firm
Dent Moses Llp
Address
2204 LAKESHORE DR 300, BIRMINGHAM, AL 35209
Preparer
James W Moody CPA
Phone
2058711880
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Payments to alabama educational foundation (63-0319832) a 501(c)3 organization which indian springs school serves as a support organization. -1,358,462. Rounding 10.”

FORM 990, PART XI, LINE 2C:

“No changes from prior year.”

Financial Statement Notes

PART V, LINE 4:

“To support alabama educational foundation”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR, BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER BOARD OF DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF FINANCE AND OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt22INTERIM HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt23PREVIOUS HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt24HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF STRATEGY AND SPECIAL PROJECTS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-169796
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012376652
IRS990/GrossReceiptsAmt013844381
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0325517
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0325517
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013842745
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011492422
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012546448
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SERVE AS A SUPPORT ORGANIZATION FOR ALABAMA EDUCATIONAL FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014793454
IRS990/NetAssetsOrFundBalancesEOYAmt013515375
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-169796
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-169796
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1095188
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07342438
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06808572
IRS990/NoncashContributionsAmt057812
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt072706
IRS990/OtherAssetsTotalGrp/EOYAmt074017
IRS990/OtherChangesInNetAssetsAmt0-1358452
IRS990/OtherExpensesGrp/Desc0BAD DEBTS (RECOVERIES)
IRS990/OtherExpensesGrp/Desc1ACCOUNT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt057077
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115291
IRS990/OtherExpensesGrp/TotalAmt057077
IRS990/OtherExpensesGrp/TotalAmt115291
IRS990/OtherLiabilitiesGrp/BOYAmt089173
IRS990/OtherLiabilitiesGrp/EOYAmt0178275
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0375409
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0324562
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCOTT SCHAMBERGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0787226
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0623031
IRS990/PYOtherExpensesAmt0117177
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01293080
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0117177
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01410257
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01175561
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0155721
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0591767
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01802649
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01358462
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALABAMA EDUCATIONAL FOUNDATION
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IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01358462
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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/BoardDesignatedBalanceEOYPct00.48000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014004922
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt058906
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012777509
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-941365
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0344954
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012978599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0994300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014004922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0690733
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0658710
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012893746
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0152055
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012978599
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0455397
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0522599

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,693,650
Liabilities
$178,275
Net assets
$13,515,375
Revenue
$1,297,933
Expenses
$122,372
Net income
$1,175,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.3$0.03$20.3$3.91$0.11$3.80
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.07$16.8$1.40$0.08$1.32
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.11$16.2$2.05$0.08$1.98
2022Detailed filing. Detailed filing data is available for this year.$15.0$0.20$14.8$3.35$0.13$3.22
2021Detailed filing. Detailed filing data is available for this year.$22.2$0.20$22.0$7.87$0.35$7.52
2020Detailed filing. Detailed filing data is available for this year.$13.7$0.18$13.5$1.30$0.12$1.18
2019Detailed filing. Detailed filing data is available for this year.$14.9$0.09$14.8$1.41$0.12$1.29
2018Detailed filing. Detailed filing data is available for this year.$15.4$0.06$15.4$1.99$0.05$2.04
2017Detailed filing. Detailed filing data is available for this year.$15.8$0.07$15.8$1.18$0.05$1.23
2016Summary only. Only limited summary data is available for this year.$16.4$0.01$16.4$2.56$0.03$2.54
2015Summary only. Only limited summary data is available for this year.$17.1$0.09$17.0$5.13$0.03$5.10
2014Summary only. Only limited summary data is available for this year.$18.5$0.08$18.4$3.47$0.03$3.44
2013Summary only. Only limited summary data is available for this year.$21.3$0.19$21.1$12.1$0.03$12.1
2012Summary only. Only limited summary data is available for this year.$9.79$0.00$9.79$1.21$0.02$1.19