Civic Intelligence

Childhaven Foundation Inc.

990 • Fiscal year 2017 • EIN 63-1206189

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 08, 2018

Organization ProfileN/A
PO Box 2070Cullman, AL 35056

(256) 734-6720

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

98th percentile

87%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

94th percentile

79%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

99th percentile

1680%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,462,550

Up $1,526,666 (+79%) from 2016

Net Assets

Up

$3,462,550

Up $1,526,666 (+79%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Up

$1,718,039

Up $1,621,506 (+1680%) from 2016

Expenses

Up

$229,573

Up $27,899 (+14%) from 2016

Net Income

Up

$1,488,466

Up $1,593,607 (+1516%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,210,464Liabilities 2011: $0Net Assets 2011: $2,210,4642011Assets 2012: $1,958,003Liabilities 2012: $0Net Assets 2012: $1,958,0032012Assets 2013: $2,101,386Liabilities 2013: $0Net Assets 2013: $2,101,3862013Assets 2014: $2,203,414Liabilities 2014: $0Net Assets 2014: $2,203,4142014Assets 2015: $1,902,608Liabilities 2015: $0Net Assets 2015: $1,902,6082015Assets 2016: $1,935,884Liabilities 2016: $0Net Assets 2016: $1,935,8842016Assets 2017: $3,462,550Liabilities 2017: $0Net Assets 2017: $3,462,5502017Assets 2018: $2,844,892Liabilities 2018: $0Net Assets 2018: $2,844,8922018Assets 2019: $2,978,110Liabilities 2019: $0Net Assets 2019: $2,978,1102019Assets 2020: $3,263,012Liabilities 2020: $0Net Assets 2020: $3,263,0122020Assets 2021: $3,715,501Liabilities 2021: $0Net Assets 2021: $3,715,5012021Assets 2022: $3,280,606Liabilities 2022: $0Net Assets 2022: $3,280,6062022Assets 2023: $3,625,479Liabilities 2023: $0Net Assets 2023: $3,625,4792023Assets 2024: $3,602,258Liabilities 2024: $0Net Assets 2024: $3,602,2582024

Highlighted filing

2017

Assets$3,462,550
Liabilities$0
Net Assets$3,462,550
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $320,191Expenses 2011: $302,518Net Income 2011: $17,6732011Revenue 2012: $77,892Expenses 2012: $272,208Net Income 2012: -$194,3162012Revenue 2013: $77,854Expenses 2013: $73,896Net Income 2013: $3,9582013Revenue 2014: $346,358Expenses 2014: $214,566Net Income 2014: $131,7922014Revenue 2015: $161,135Expenses 2015: $252,110Net Income 2015: -$90,9752015Revenue 2016: $96,533Expenses 2016: $201,674Net Income 2016: -$105,1412016Revenue 2017: $1,718,039Expenses 2017: $229,573Net Income 2017: $1,488,4662017Revenue 2018: $139,665Expenses 2018: $403,989Net Income 2018: -$264,3242018Revenue 2019: $46,140Expenses 2019: $391,025Net Income 2019: -$344,8852019Revenue 2020: $68,260Expenses 2020: $44,343Net Income 2020: $23,9172020Revenue 2021: $150,061Expenses 2021: $43,738Net Income 2021: $106,3232021Revenue 2022: $86,322Expenses 2022: $46,228Net Income 2022: $40,0942022Revenue 2023: $133,087Expenses 2023: $134,848Net Income 2023: -$1,7612023Revenue 2024: $366,465Expenses 2024: $485,656Net Income 2024: -$119,1912024

Highlighted filing

2017

Revenue$1,718,039
Expenses$229,573
Net Income$1,488,466
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 8, 2018
Return Version
2017v2.3
Gross Receipts
$3,202,554
Mission and Program Overview

Mission

For the support of homeless children and children in foster care placed in childhaven, inc. Support provides the basic living necessities, i.e. Food, clothing, and shelter for these children as well as the essentials for good health and well-being.

For the support of homeless children and children in foster care placed in childhaven, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,333,416$3,086,888▲ $1,753,472
Land, Buildings, and Equipment, Net$206,989$193,008▼ $13,981
Savings and Temporary Cash Investments$395,479$182,654▼ $212,825
Total Assets$1,935,884$3,462,550▲ $1,526,666
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,885,884$3,040,543▲ $1,154,659
Temporarily Rstr Net Assets-$372,007-
Permanently Rstr Net Assets$50,000$50,000→ $0
Total Net Assets Fund Balance$1,935,884$3,462,550▲ $1,526,666
Total Liabilities and Net Assets / Fund Balance$1,935,884$3,462,550▲ $1,526,666

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$167,816$684,465$852,281
Other Land Buildings$20,835$263,329$284,164
Land$4,357-$4,357
Other Securities$16,181--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Chris PoseyPast President
Reginald JohnsonPresident
Del BrockBoard Member
Dr Greg DriskillBoard Member
Jerry BarberBoard Member
Rabon WatsonBoard Member
Randy JonesBoard Member
Thomas PruittSecretary
Bert SimsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,488,029
Program Service Revenue
$0
Investment Income
$230,010
Other Revenue
$0
All Other Contributions
$1,488,029
Change in Net Assets
$1,488,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$205,000
Other Expenses$24,573
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$205,000--$205,000
Depreciation Depletion-$13,981-$13,981
Fees for Service Investment Mgmnt Fees$7,882--$7,882
Fees for Services Accounting-$2,200-$2,200
Fees for Services Legal-$242-$242
Other Expenses$50--$50
Total Functional Expenses$213,150$16,423$0$229,573
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Childhaven IncCullman, AL501(c)(3)For the Support of Homeless Children and Children in Foster Care Placed in Childhaven, Inc. Support Provides the Basic Living Necessities for These Children as Well as the Essentials for Good Health and Well-being.$205,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees of the governing body, therefore, no minutes exist.”

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

“Dr. Jim wright, executive director, reviews the tax return after it is prepared by the cpas before filing the return with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“Childhaven foundation, inc's governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Childhaven Foundation Inc
EIN
63-1206189
Phone
2567346720
Address
PO BOX 2070, CULLMAN, AL 35056

Signing Officer

Name
Dr Jim Wright
Title
Executive Director
Phone
2567346720
Signed
2018-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Jim Wright
Formed
1998
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Till Hester Eyer & Brown Pc
Address
2700 HIGHWAY 280 E SUITE 400, BIRMINGHAM, AL 35223
Preparer
Beth F Chicarello
Phone
2058719855
Raw XML AppendixShowing 400 of 652 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FOR THE SUPPORT OF HOMELESS CHILDREN AND CHILDREN IN FOSTER CARE PLACED IN CHILDHAVEN, INC.
IRS990/AllOtherContributionsAmt01488029
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RHONDA SHARP
IRS990/BooksInCareOfDetail/PhoneNum02567346720
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01816 CHILDHAVEN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CULLMAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035055
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01488029
IRS990/CYGrantsAndSimilarPaidAmt0205000
IRS990/CYInvestmentIncomeAmt0230010
IRS990/CYOtherExpensesAmt024573
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01488466
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0229573
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01718039
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt013981
IRS990/DepreciationDepletionGrp/TotalAmt013981
IRS990/Desc0FOR THE SUPPORT OF HOMELESS CHILDREN AND CHILDREN IN FOSTER CARE PLACED IN CHILDHAVEN, INC. SUPPORT PROVIDES THE BASIC LIVING NECESSITIES, I.E. FOOD, CLOTHING AND SHELTER FOR THESE CHILDREN AS WELL AS THE ESSENTIALS FOR GOOD HEALTH AND WELL-BEING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0213150
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02200
IRS990/FeesForServicesAccountingGrp/TotalAmt02200
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0242
IRS990/FeesForServicesLegalGrp/TotalAmt0242
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt07882
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07882
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0RABON WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JERRY BARBER
IRS990/Form990PartVIISectionAGrp/PersonNm2RANDY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm3DR GREG DRISKILL
IRS990/Form990PartVIISectionAGrp/PersonNm4DEL BROCK
IRS990/Form990PartVIISectionAGrp/PersonNm5REGINALD JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm6BERT SIMS
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS POSEY
IRS990/Form990PartVIISectionAGrp/PersonNm8THOMAS PRUITT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0177825
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0205000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0205000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0205000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01662340
IRS990/GrossReceiptsAmt03202554
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt052185
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052185
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01333416
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03086888
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0947794
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0206989
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0193008
IRS990/LandBldgEquipCostOrOtherBssAmt01140802
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01484515
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FOR THE SUPPORT OF HOMELESS CHILDREN AND CHILDREN IN FOSTER CARE PLACED IN CHILDHAVEN, INC. SUPPORT PROVIDES THE BASIC LIVING NECESSITIES, I.E. FOOD, CLOTHING, AND SHELTER FOR THESE CHILDREN AS WELL AS THE ESSENTIALS FOR GOOD HEALTH AND WELL-BEING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01935884
IRS990/NetAssetsOrFundBalancesEOYAmt03462550
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0177825
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0177825
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt038200
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1FOREIGN DIVIDEND TAX
IRS990/OtherExpensesGrp/ProgramServicesAmt0218
IRS990/OtherExpensesGrp/ProgramServicesAmt150
IRS990/OtherExpensesGrp/TotalAmt0218
IRS990/OtherExpensesGrp/TotalAmt150
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt050000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt050000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR JIM WRIGHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt036349
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0185000
IRS990/PYInvestmentIncomeAmt059772
IRS990/PYOtherExpensesAmt016674
IRS990/PYOtherRevenueAmt0412
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-105141
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0201674
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt096533
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01488466
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0395479
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0182654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01488029
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt097205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0268241
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01889824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0230010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt060184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt067040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt078117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt077854
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0513205
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18720
IRS990ScheduleA/PublicSupportPY170Pct00.53980
IRS990ScheduleA/PublicSupportTotal170Amt0449856
IRS990ScheduleA/SubstantialContributorsTotAmt01439968
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01488029
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036349
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt097205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0268241
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01889824
IRS990ScheduleA/TotalSupportAmt02403029
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0167816
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0684465
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0852281
IRS990ScheduleD/LandGrp/BookValueAmt04357
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04357
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020835
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0263329
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0284164
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt062115
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt116031
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt233709
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt322220
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt414716
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt515825
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt626531
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt740446
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt818113
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt933904
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1036430
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1124550
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1217337
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1315766
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1416522
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1592961
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1616665
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1716942
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1826011
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1915761
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2029807
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21108105
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2234659
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2316857
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2424701
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt25108549
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2622556
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2724193
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2841745
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2962216
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3029246
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3110644
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3262230
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3319509
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3426557
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3514532
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3617626
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3730420
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3813127
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3914970
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4017336
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4128165
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4240162
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4326085
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4426035
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4541766
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt46336902
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4716095
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4816627
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4917859
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5032892
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt51240
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5216052
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5319703
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5415151
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5562193
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5693560
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5717973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5824822
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5916669
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6016444
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6178704
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6262066
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6362591
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6461785
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6518452
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt66103542
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6717139
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6816330
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6918989
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7063168
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt712
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7292940
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7379884
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7493304
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7518169
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7616502
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7725079
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7852982
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7917107
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8014183
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt81254
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8216181
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AB GLOBAL BOND ADV
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ALLERGEN PLC SHS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ALPHABET INC CL A
IRS990ScheduleD/OtherSecuritiesGrp/Desc3AMAZON COM INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AMERICAN INTL GROUP INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc5AMGEN INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc6ANALOG DEVICES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc7APPLE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc8CBS CORPNEW CL B SHRS
IRS990ScheduleD/OtherSecuritiesGrp/Desc9CHARLES SCHWAB NEW
IRS990ScheduleD/OtherSecuritiesGrp/Desc10CHEVRON CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc11CHUBB LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc12CITIGROUP INC NEW
IRS990ScheduleD/OtherSecuritiesGrp/Desc13COGNIZANT TECH SOLUTIONS CL A
IRS990ScheduleD/OtherSecuritiesGrp/Desc14DANAHER CORPORATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc15DIAMOND HILL LONG-SHORT I
IRS990ScheduleD/OtherSecuritiesGrp/Desc16DOWDUPONT INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc17EOG RESOURCES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc18EXELON CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc19GILEAD SCIENCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc20GOLDMAN SACHS GRP INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc21GOLDMAN SACHS MULTI MGR ALT I
IRS990ScheduleD/OtherSecuritiesGrp/Desc22HONEYWELL INTERNATIONAL INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc23INGERSOLL-RAND PLC SHS
IRS990ScheduleD/OtherSecuritiesGrp/Desc24INTL BUSINESS MACHINES CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc25IQ HEDGE MUTLI-STRAT TRACKER
IRS990ScheduleD/OtherSecuritiesGrp/Desc26ISHARES MSCI ITALY CAPPED ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc27ISHARES CHINA LARGE CAP ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc28ISHARES EDGE MSCI MIN VOL EAFE
IRS990ScheduleD/OtherSecuritiesGrp/Desc29ISHARES IBOXX $ H/Y COR BD EFT
IRS990ScheduleD/OtherSecuritiesGrp/Desc30ISHARES INC MSCI JAPAN ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc31ISHARES INTL SELECT DIV ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc32ISHARES JP MORGAN EM BOND ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc33ISHARES MSCI AUSTRALIA ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc34ISHARES MSCI CANADA ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc35ISHARES MSCI DENMARK CAPPED ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc36ISHARES MSCI EM MARKETS ASIA
IRS990ScheduleD/OtherSecuritiesGrp/Desc37ISHARES MSCI EURO FINANCIAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc38ISHARES MSCI FINLAND CAPPED ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc39ISHARES MSCI FRONTIER 100 ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc40ISHARES MSCI GERMANY ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc41ISHARES MSCI HONG KONG ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc42ISHARES MSCI SOUTH KOREA CP ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc43ISHARES MSCI SPAIN CAPPED ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc44ISHARES MSCI TAIWAN CAPPED ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc45ISHARES MSCI UNITED KINGDOM ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc46ISHARES RUSSELL 3000 ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc47ISHARES SHORT TREASURY BD ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc48JOHNSON & JOHNSON
IRS990ScheduleD/OtherSecuritiesGrp/Desc49JPMORGAN CHASE & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc50KRAFT HEINZ CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc51LEHMAN BROS. CAP TRUST IV
IRS990ScheduleD/OtherSecuritiesGrp/Desc52LOCKHEED MARTIN CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc53LOWES COMPANIES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc54MONDELEZ INTL INC COM
IRS990ScheduleD/OtherSecuritiesGrp/Desc55NATIXIS LOOMIS SAY INV GR BD Y
IRS990ScheduleD/OtherSecuritiesGrp/Desc56NEUBERGER BERMAN LG SH INST
IRS990ScheduleD/OtherSecuritiesGrp/Desc57OCCIDENTAL PETROLEUM CORP DE
IRS990ScheduleD/OtherSecuritiesGrp/Desc58ORACLE CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,462,550
Liabilities
$0
Net assets
$3,462,550
Revenue
$1,718,039
Expenses
$229,573
Net income
$1,488,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.37$0.49$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.09$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.15$0.04$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.07$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.05$0.39$0.34
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.14$0.40$0.26
2017Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.72$0.23$1.49
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.10$0.20$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.16$0.25$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.35$0.21$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.08$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$1.96$0.00$1.96$0.08$0.27$0.19
2011Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$0.32$0.30$0.02