Civic Intelligence

The Community Foundation - Martin / St Lucie Inc

990 • Fiscal year 2016 • EIN 65-0024030

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 23, 2017

789 SW Federal Highway No 214Stuart, FL 34994

(772) 288-3795

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

16th percentile

$69,738

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

97th percentile

106%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

122%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$14,862,313

Up $7,637,828 (+106%) from 2015

Net Assets

Up

$14,860,821

Up $7,640,330 (+106%) from 2015

Liabilities

Down

$1,492

Down $2,502 (-63%) from 2015

Revenue

Up

$8,621,870

Up $4,737,939 (+122%) from 2015

Expenses

Down

$585,262

Down $36,804 (-5.9%) from 2015

Net Income

Up

$8,036,608

Up $4,774,743 (+146%) from 2015

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $3,036,453Liabilities 2010: $0Net Assets 2010: $3,036,4532010Assets 2011: $3,952,014Liabilities 2011: $0Net Assets 2011: $3,952,0142011Assets 2012: $3,824,978Liabilities 2012: $0Net Assets 2012: $3,824,9782012Assets 2013: $3,769,204Liabilities 2013: $0Net Assets 2013: $3,769,2042013Assets 2014: $3,736,483Liabilities 2014: $0Net Assets 2014: $3,736,4832014Assets 2015: $7,224,485Liabilities 2015: $3,994Net Assets 2015: $7,220,4912015Assets 2016: $14,862,313Liabilities 2016: $1,492Net Assets 2016: $14,860,8212016Assets 2017: $15,932,390Liabilities 2017: $164,866Net Assets 2017: $15,767,5242017Assets 2018: $16,839,976Liabilities 2018: $266,272Net Assets 2018: $16,573,7042018Assets 2019: $19,972,388Liabilities 2019: $182,416Net Assets 2019: $19,789,9722019Assets 2020: $21,880,926Liabilities 2020: $351,701Net Assets 2020: $21,529,2252020Assets 2021: $30,425,474Liabilities 2021: $477,236Net Assets 2021: $29,948,2382021Assets 2022: $27,568,977Liabilities 2022: $1,037,454Net Assets 2022: $26,531,5232022Assets 2023: $40,405,386Liabilities 2023: $1,259,426Net Assets 2023: $39,145,9602023Assets 2024: $58,468,562Liabilities 2024: $1,358,256Net Assets 2024: $57,110,3062024Assets 2025: $63,593,879Liabilities 2025: $1,214,169Net Assets 2025: $62,379,7102025

Highlighted filing

2016

Assets$14,862,313
Liabilities$1,492
Net Assets$14,860,821

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $626,2722010Expenses 2011: $342,5682011Expenses 2012: $300,9162012Expenses 2013: $680,1702013Revenue 2014: $508,340Expenses 2014: $541,061Net Income 2014: -$32,7212014Revenue 2015: $3,883,931Expenses 2015: $622,066Net Income 2015: $3,261,8652015Revenue 2016: $8,621,870Expenses 2016: $585,262Net Income 2016: $8,036,6082016Revenue 2017: $641,176Expenses 2017: $1,172,767Net Income 2017: -$531,5912017Revenue 2018: $1,876,406Expenses 2018: $1,668,946Net Income 2018: $207,4602018Revenue 2019: $5,654,461Expenses 2019: $2,577,798Net Income 2019: $3,076,6632019Revenue 2020: $6,412,301Expenses 2020: $3,342,633Net Income 2020: $3,069,6682020Revenue 2021: $9,566,377Expenses 2021: $4,886,078Net Income 2021: $4,680,2992021Revenue 2022: $7,794,178Expenses 2022: $5,803,941Net Income 2022: $1,990,2372022Revenue 2023: $15,025,738Expenses 2023: $4,016,379Net Income 2023: $11,009,3592023Revenue 2024: $20,915,805Expenses 2024: $6,599,534Net Income 2024: $14,316,2712024Revenue 2025: $10,517,016Expenses 2025: $8,560,815Net Income 2025: $1,956,2012025

Highlighted filing

2016

Revenue$8,621,870
Expenses$585,262
Net Income$8,036,608
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 23, 2017
Return Version
2015v3.0
Gross Receipts
$9,628,490
Mission and Program Overview

Mission

The mission of the community foundation - martin/st. Lucie, inc. Is to inspire philanthropy through the establishment of charitable giving funds to impact communities across the united states and around the globe.

Martin county community foundation is engaged in carrying out the philanthropic legacy of our donors by assisting with research about causes and non-profit organizations that exist to better our community and the world we live in. By successfully investing our clients charitable assets we preserve community capital in perpetuity. We assist our living fund holders by navigating the landscape of charitable organizations so that they can make high impact, well-structured gifts that better the lives of others. We honor the intentions and interests of our deceased fundholders by carrying out their wishes through grant making activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,884,845$14,700,957▲ $7,816,112
Savings and Temporary Cash Investments$331,660$153,239▼ $178,421
Prepaid Expenses and Deferred Charges$7,980$8,059▲ $79
Accounts Receivable-$58-
Total Assets$7,224,485$14,862,313▲ $7,637,828
Liabilities
Accounts Payable and Accrued Expenses$3,994$1,492▼ $2,502
Total Liabilities$3,994$1,492▼ $2,502
Net Assets / Fund Balance
Unrestricted Net Assets$3,406,179$11,706,730▲ $8,300,551
Permanently Rstr Net Assets$2,022,727$1,756,871▼ $265,856
Temporarily Rstr Net Assets$1,791,585$1,397,220▼ $394,365
Total Net Assets Fund Balance$7,220,491$14,860,821▲ $7,640,330
Total Liabilities and Net Assets / Fund Balance$7,224,485$14,862,313▲ $7,637,828

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$37,288--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$5,094,824$8,181,870▼ $59,510$441,121$12,512,827
2014$1,742,477$3,081,544▲ $588,023$116,113$5,094,824
2013$3,080,415$81,241▲ $303,894-$3,106,316
2012$3,085,330$71,594▲ $220,284-$3,080,415
2011$3,169,550$158,906▲ $52,971-$3,085,330
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth BarbellaExecutive DirectorFT$66,840$2,898$69,738

Board Members and Trustees

NameTitle
Kenneth NormanChairman, Director
Nancy Crowder-mccoyVice Chair, Director
Bridget BarattaDirector
Michael KellyDirector
Scott WadeDirector
Joseph PaskoskiTreasurer, Director
Harry PeltonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$8,197,247
Program Service Revenue
$0
Investment Income
$247,053
Other Revenue
$177,570
All Other Contributions
$8,197,247
Change in Net Assets
$8,036,608

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,621,870
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-396,278
Total Revenue per Audited Statements
$8,225,592
Total Revenue per Form 990
$8,621,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$323,510
Salaries, Compensation, and Employee Benefits$141,678
Grants and Similar Amounts Paid$120,074
Total Fundraising Expense$11,624
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$177,570--$177,570
Current Officers, Directors, Trustees, and Key Employees$91,939$32,836$6,567$131,342
Grants to Domestic Orgs$77,587--$77,587
Fees for Services Accounting$44,755$15,984$3,197$63,936
Grants to Domestic Individuals$42,487--$42,487
Advertising$25,907$2,879-$28,786
Occupancy$9,003$3,215$643$12,861
Payroll Taxes$7,235$2,584$517$10,336
Insurance$4,988$3,662$356$9,006
Office Expenses$4,817$1,720$344$6,881
Conferences and Meetings$5,024$1,675-$6,699
Travel$806$201-$1,007
Other Expenses$964$0$0$964
All Other Expenses$335$232-$567
Total Functional Expenses$505,623$68,015$11,624$585,262

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$585,262
Total Expenses per Audited Statements$585,262
Total Expenses per Form 990$585,262
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nina Haven FoundationStuart, FL501(c)(3)Operating and Program Support$28,000
Boys & Girls Club of Martin CountyHobe Sound, FL501(c)(3)Operating and Program Support$10,250
Martin County Board of CommissionersStuart, FL501(c)(3)Operating and Program Support$5,936
Community Foundation for Palm Beach & Martin Counties IncWest Palm Beach, FL501(c)(3)Operating and Program Support$5,000
Council on Aging of Martin County IncStuart, FL501(c)(3)Operating and Program Support$5,000
Martin County Healthy Start CoalitionStuart, FL501(c)(3)Operating and Program Support$5,000
Planned Parenthood of South Florida & the Treasure CoastWest Palm Beach, FL501(c)(3)Operating and Program Support$5,000
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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 B, Line 11

The board of directors has designated the executive director to review the annual form 990. Once reviewed the form is forwarded to the full board for review, approval and filing.

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

The conflict of interest policy is signed annually by the board members and staff. The board and staff are required to disclose any possible conflicts of interest at each board meeting so as to consistently monitor and enforce compliance.

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

The compensation for the executive director is determined annually by the board of directors. Industry consultation data provided by the florida philanthropic network, council of foundations and the association of small foundations is used as guidance as well as the executive director's performance in the previous twelve months.

Form 990, Part VI, Section C, Line 19

All governing documents, policies and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Martin County Community Foundation Inc
EIN
65-0024030
Phone
7722883795
Address
789 SW FEDERAL HIGHWAY NO 214, STUART, FL 34994

Signing Officer

Name
Kenneth Norman
Title
Chairman
Phone
7722833838
Signed
2017-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Norman
Formed
1988
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
7

Preparer

Firm
Hill Barth & King LLC
Address
1000 SE MONTEREY CMNS BLVD 101, STUART, FL 34996-3327
Preparer
Richard P Mishock
Phone
7722874480
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Philanthropic advisory fees: program service expenses 177,570. Management and general expenses 0. Fundraising expenses 0. Total expenses 177,570.

Form 990, Part XII, Line 2C

No change to oversight or selection process during the tax year.

Financial Statement Notes

PART V, LINE 4:

The endowment funds distribute annual contributions to 501(c)(3) organizations that have been recommended by donors and approved by the organizations's board of directors.

PART X, LINE 2:

The foundation is a not-for-profit corporation that is exempt from income taxes under section 501(c)(3) of the internal revenue code.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0MARTIN COUNTY COMMUNITY FOUNDATION IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC LEGACY OF OUR DONORS BY ASSISTING WITH RESEARCH ABOUT CAUSES AND NON-PROFIT ORGANIZATIONS THAT EXIST TO BETTER OUR COMMUNITY AND THE WORLD WE LIVE IN. BY SUCCESSFULLY INVESTING OUR CLIENTS CHARITABLE ASSETS WE PRESERVE COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUND HOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. WE HONOR THE INTENTIONS AND INTERESTS OF OUR DECEASED FUNDHOLDERS BY CARRYING OUT THEIR WISHES THROUGH GRANT MAKING ACTIVITIES.
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IRS990/MissionDesc0THE MISSION OF THE MARTIN COUNTY COMMUNITY FOUNDATION IS TO FACILITATE PHILANTHROPY. WE SERVE AS A VEHICLE FOR DONORS TO IDENTIFY IMPORTANT ISSUES, SHARE IDEAS AND BUILD THE FINANCIAL RESOURCES TO MAKE POSITIVE, LONG-TERM CHANGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07220491
IRS990/NetAssetsOrFundBalancesEOYAmt014860821
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt066210
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt066210
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-396278
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0643
IRS990/OccupancyGrp/ManagementAndGeneralAmt03215
IRS990/OccupancyGrp/ProgramServicesAmt09003
IRS990/OccupancyGrp/TotalAmt012861
IRS990/OfficeExpensesGrp/FundraisingAmt0344
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01720
IRS990/OfficeExpensesGrp/ProgramServicesAmt04817
IRS990/OfficeExpensesGrp/TotalAmt06881
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS INVESTMEN
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01621
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11406
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt06486
IRS990/OtherExpensesGrp/ProgramServicesAmt14218
IRS990/OtherExpensesGrp/ProgramServicesAmt21502
IRS990/OtherExpensesGrp/ProgramServicesAmt3964
IRS990/OtherExpensesGrp/TotalAmt08107
IRS990/OtherExpensesGrp/TotalAmt15624
IRS990/OtherExpensesGrp/TotalAmt21502
IRS990/OtherExpensesGrp/TotalAmt3964
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/Desc0PHILANTHROPIC ADVISORY FEES
IRS990/OtherRevenueMiscGrp/ExclusionAmt0177570
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0177570
IRS990/OtherRevenueTotalAmt0177570
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0517
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02584
IRS990/PayrollTaxesGrp/ProgramServicesAmt07235
IRS990/PayrollTaxesGrp/TotalAmt010336
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02022727
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01756871
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07980
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08059
IRS990/PrincipalOfficerNm0KENNETH NORMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03140268
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0316542
IRS990/PYInvestmentIncomeAmt0743663
IRS990/PYOtherExpensesAmt0270425
IRS990/PYOtherRevenueAmt096657
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03261865
IRS990/PYSalariesCompEmpBnftPaidAmt0131756
IRS990/PYTotalExpensesAmt0718723
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03980588
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08036608
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0331660
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0153239
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: BENEFICIARY OF ESTATE DESIGNATED GRANT DATE: 01/21/16 AMOUNT: 7784734. DESCRIPTION: BENEFICIARY OF ESTATE DESIGNATED GRANT DATE: 06/13/16 AMOUNT: 397137.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0517739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0119053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0384002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0194515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01230685
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0180843
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0103523
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0144591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0118073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt081174
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0628204
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40130
IRS990ScheduleA/PublicSupportPY170Pct00.39010
IRS990ScheduleA/PublicSupportTotal170Amt0746026
IRS990ScheduleA/SubstantialContributorsTotAmt0484659
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015376
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0517739
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0119053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0384002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0194515
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01230685
IRS990ScheduleA/TotalSupportAmt01858889
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.83950
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0143726
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05094824
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08181870
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012512827
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0119510
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-59510
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0441121
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0117542
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01742477
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03081544
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05094824
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt083565
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0588023
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0116113
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt079951
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03080415
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt081241
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03106316
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0279283
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0303894
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt073999
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03085330
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt071594
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03080415
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0222794
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0220284
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0121359
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03169550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0158906
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03085330
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0174738
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt052971
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt08160
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt037800
IRS990ScheduleD/DonorAdvisedFundsHeldCnt08
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0545666
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0585262
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-396278
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt063899
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1282181
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2105636
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3534069
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4327469
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt56698
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt699361
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7410245
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8156980
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9418846
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10405482
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11129648
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt123623781
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1377012
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1414947
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt158007415
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1637288
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS - BESSEY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS - CADARR
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MUTUAL FUNDS - COMBS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MUTUAL FUNDS - DUNSCOMBE
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MUTUAL FUNDS - GW FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MUTUAL FUNDS - HSCA
IRS990ScheduleD/OtherSecuritiesGrp/Desc6MUTUAL FUNDS - HERSLOW
IRS990ScheduleD/OtherSecuritiesGrp/Desc7MUTUAL FUNDS - MERRILL, JEAN
IRS990ScheduleD/OtherSecuritiesGrp/Desc8MUTUAL FUNDS - JORDAN
IRS990ScheduleD/OtherSecuritiesGrp/Desc9MUTUAL FUNDS - SCHROEDER
IRS990ScheduleD/OtherSecuritiesGrp/Desc10MUTUAL FUNDS - STEVENSON
IRS990ScheduleD/OtherSecuritiesGrp/Desc11MUTUAL FUNDS - WAALER
IRS990ScheduleD/OtherSecuritiesGrp/Desc12MUTUAL FUNDS - POOLED
IRS990ScheduleD/OtherSecuritiesGrp/Desc13MUTUAL FUNDS - DORSEY
IRS990ScheduleD/OtherSecuritiesGrp/Desc14MUTUAL FUNDS - BROGAN, MARY
IRS990ScheduleD/OtherSecuritiesGrp/Desc15MUTUAL FUNDS - LANGFORD
IRS990ScheduleD/OtherSecuritiesGrp/Desc16MUTUAL FUNDS - HOKE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$63.6$1.21$62.4$10.5$8.56$1.96
2024Detailed filing. Detailed filing data is available for this year.$58.5$1.36$57.1$20.9$6.60$14.3
2023Detailed filing. Detailed filing data is available for this year.$40.4$1.26$39.1$15.0$4.02$11.0
2022Detailed filing. Detailed filing data is available for this year.$27.6$1.04$26.5$7.79$5.80$1.99
2021Detailed filing. Detailed filing data is available for this year.$30.4$0.48$29.9$9.57$4.89$4.68
2020Detailed filing. Detailed filing data is available for this year.$21.9$0.35$21.5$6.41$3.34$3.07
2019Detailed filing. Detailed filing data is available for this year.$20.0$0.18$19.8$5.65$2.58$3.08
2018Summary only. Only limited summary data is available for this year.$16.8$0.27$16.6$1.88$1.67$0.21
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.16$15.8$0.64$1.17$0.53
2016Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$8.62$0.59$8.04
2015Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$3.88$0.62$3.26
2014Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.51$0.54$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.00$3.82$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$0.63
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits