Civic Intelligence

The Community Foundation - Martin / St Lucie Inc

990 • Fiscal year 2022 • EIN 65-0024030

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 10, 2023

Organization ProfileWWW.THECOMMUNITYFOUNDATIONMARTINSTLUCIE.ORG
851 SE Monterey Commons BlvdStuart, FL 34994

(772) 288-3795

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

Higher debt load relative to assets than 22% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.13x

Higher debt load relative to revenue than 31% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

37th percentile

$206,278

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

21st percentile

-9.4%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-19%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$27,568,977

Down $2,856,497 (-9.4%) from 2021

Net Assets

Down

$26,531,523

Down $3,416,715 (-11%) from 2021

Liabilities

Up

$1,037,454

Up $560,218 (+117%) from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin77th percentile

Revenue

Down

$7,794,178

Down $1,772,199 (-19%) from 2021

Expenses

Up

$5,803,941

Up $917,863 (+19%) from 2021

Net Income

Down

$1,990,237

Down $2,690,062 (-57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2022

Assets$27,568,977
Liabilities$1,037,454
Net Assets$26,531,523
Open 2022 Filing

Operations Trend

Revenue Growth18th percentile

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

2022

Revenue$7,794,178
Expenses$5,803,941
Net Income$1,990,237
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 10, 2023
Return Version
2021v4.2
Gross Receipts
$19,625,150
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.

The community foundation - martin/st. Lucie, inc. Is engaged in carrying out the philanthropic desires and intentions of our donors/fundholders by providing assistance to facilitate contributions to charitable organizations and educational institutions. Assistance provided may include research, vetting of charities and follow-up reporting to ensure impact and use of contributions/grant funds. By successfully investing our clients' charitable assets, the community foundation preserves and works to grow community capital in perpetuity. We assist our living fundholders by navigating the landscape of charitable organizations in the region and throughout the united states so that they can make high impact, well-structured gifts that better the lives of others. The community foundation honors the intentions and interests of deceased fundholders through grant making activities based on their wishes and guidelines.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,792,617$23,602,137▼ $4,190,480
Savings and Temporary Cash Investments$1,705,533$3,085,509▲ $1,379,976
Investments Other Securities$625,477$664,348▲ $38,871
Cash and Non-Interest-Bearing Accounts$242,395$206,900▼ $35,495
Land, Buildings, and Equipment, Net$11,604$8,928▼ $2,676
Prepaid Expenses and Deferred Charges$47,848$1,155▼ $46,693
Total Assets$30,425,474$27,568,977▼ $2,856,497
Liabilities
Other Liabilities$410,885$610,624▲ $199,739
Grants Payable$1,250$416,050▲ $414,800
Accounts Payable and Accrued Expenses$65,101$10,780▼ $54,321
Total Liabilities$477,236$1,037,454▲ $560,218
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,404,219$20,176,513▼ $2,227,706
Net Assets With Donor Restrictions$7,544,019$6,355,010▼ $1,189,009
Total Net Assets Fund Balance$29,948,238$26,531,523▼ $3,416,715
Total Liabilities and Net Assets / Fund Balance$30,425,474$27,568,977▼ $2,856,497

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,365$5,978$10,343
Equipment$4,563$4,351$8,914

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$15,112,170-▼ $1,660,018-$12,396,287
2020$12,902,825$37,000▲ $3,060,492-$15,112,170
2019$13,102,070$125▲ $228,253-$12,902,825
2018$13,217,591-▲ $682,237-$13,102,071
2017$13,035,186-▲ $956,324-$13,217,591
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth BarbellaPresident & CEOFT$177,278$29,000$206,278

Board Members and Trustees

NameTitle
Ellyn StevensonChair
Jack FordeVice Chair
John DoodyVice Chair
Brian E FossDirector
Gytha Von AldenbruckDirector
John E TranterDirector
Kate FreihoferDirector
Kenneth a NormanDirector
Linda HoustonDirector
Michael a KellyDirector
Nancy Crowder-mccoyDirector
Tom LytleDirector
Theora G WebbSecretary
Joseph J Paskoski IiiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Spot On Strategies LLCStrategic Planning For Grantees3901 NE SUGARHILL AVENUE, Jensen Beach, FL 34957$141,500
Revenue and Support

Revenue Composition

Contributions and Grants
$5,240,393
Program Service Revenue
$0
Investment Income
$2,059,779
Other Revenue
$494,006
All Other Contributions
$5,240,393
Change in Net Assets
$1,990,237

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded19$2,021,892Fair Market Value
Total Noncash Contributions19$2,021,892-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,621,410
Revenue Not Reported on Financial Statements
$172,768
Revenue Not Reported on Form 990
$-5,406,952
Total Revenue per Audited Statements
$2,214,458
Total Revenue per Form 990
$7,794,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,233,896
Other Expenses$1,180,147
Salaries, Compensation, and Employee Benefits$389,898
Total Fundraising Expense$28,421
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,934,384--$3,934,384
Fees for Services Management$451,638--$451,638
Grants to Domestic Individuals$299,512--$299,512
Current Officers, Directors, Trustees, and Key Employees$128,625$45,938$9,187$183,750
Fees for Service Investment Mgmnt Fees-$172,768-$172,768
Other Salaries and Wages$99,351$35,482$7,097$141,930
Fees for Services Accounting$54,915$19,613$3,923$78,451
Advertising$43,656$2,425$2,425$48,506
Occupancy$29,589$9,863-$39,452
Conferences and Meetings$24,683$8,228-$32,911
Information Technology$20,440$7,300$1,460$29,200
Other Employee Benefits$18,730$6,689$1,338$26,757
Payroll Taxes$16,664$5,951$1,190$23,805
Office Expenses$15,645$5,588$1,118$22,351
Pension Plan Contributions$9,559$3,414$683$13,656
Other Expenses$4,868--$4,868
Insurance$754$3,016-$3,770
Depreciation Depletion$2,677--$2,677
Total Functional Expenses$5,449,245$326,275$28,421$5,803,941

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,803,941
Expenses per Audited Statements$5,631,173
Total Expenses per Audited Statements$5,631,173
Expenses Not Reported on Financial Statements$172,768
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Project Lift IncPalm City, FL501(c)(3)Operating and Program Support$324,000
Okeechobee First Baptist ChurchOkeechobee, FL501(c)(3)Operating and Program Support$310,000
Boys & Girls Clubs of St Lucie CountyFort Pierce, FL501(c)(3)Operating and Program Support$170,500
Martin County Healthy Start CoalitionStuart, FL501(c)(3)Operating and Program Support$156,650
House of Hope IncStuart, FL501(c)(3)Operating and Program Support$136,900
The Lyric TheatreStuart, FL501(c)(3)Operating and Program Support$125,000
Light of the World CharitiesStuart, FL501(c)(3)Operating and Program Support$123,300
Ocean Research & Conservation AssociationFt Pierce, FL501(c)(3)Operating and Program Support$98,714
CHILDREN'S GOLF FOUNDATION INCRiviera Beach, FL501(c)(3)Operating and Program Support$90,000
US Sailing Center Martin CountyJensen Beach, FL501(c)(3)Operating and Program Support$89,600
The Arc of Martin County IncStuart, FL501(c)(3)Operating and Program Support$87,110
Helping People SucceedJensen Beach, FL501(c)(3)Operating and Program Support$84,500
The Salvation Army of Martin St Lucie and Okeechobee CountiesStuart, FL501(c)(3)Operating and Program Support$78,055
Dunklin Memorial Church IncOkeechobee, FL501(c)(3)Operating and Program Support$75,000
Safespace IncStuart, FL501(c)(3)Operating and Program Support$74,600
Cleveland Clinic Martin Health Foundation IncStuart, FL501(c)(3)Operating and Program Support$73,800
Treasure Coast Food BankFort Pierce, FL501(c)(3)Operating and Program Support$70,000
Love and Hope in Action IncStuart, FL501(c)(3)Operating and Program Support$63,000
The Refuge Ranch IncOkeechobee, FL501(c)(3)Operating and Program Support$61,294
Tykes & Teens IncPalm City, FL501(c)(3)Operating and Program Support$55,500
Mustard Seed Ministries of Fort Pierce IncFort Pierce, FL501(c)(3)Operating and Program Support$52,500
Dunbar Early Learning Center IncHobe Sound, FL501(c)(3)Operating and Program Support$52,000
Hope Center for AutismStuart, FL501(c)(3)Operating and Program Support$50,000
Library Foundation of Martin County IncStuart, FL501(c)(3)Operating and Program Support$47,250
Pace Center for Girls Treasure CoastFt Pierce, FL501(c)(3)Operating and Program Support$46,000
Graceway VillageFort Pierce, FL501(c)(3)Operating and Program Support$45,000
Martin County Police Athletic League IncPalm City, FL501(c)(3)Operating and Program Support$45,000
Florida Oceanographic SocietyStuart, FL501(c)(3)Operating and Program Support$41,500
Council on Aging of Martin County IncStuart, FL501(c)(3)Operating and Program Support$37,115
Community Foundation for Palm Beach and Martin CountiesWest Palm Beach, FL501(c)(3)Operating and Program Support$32,605
End It CorporationFort Pierce, FL501(c)(3)Operating and Program Support$32,500
Family Promise of Martin CountyStuart, FL501(c)(3)Operating and Program Support$32,500
Planned Parenthood of South East and North FloridaWest Palm Beach, FL501(c)(3)Operating and Program Support$31,250
Lindsay School of the Arts IncFt Pierce, FL501(c)(3)Operating and Program Support$31,000
Boys & Girls Clubs of Martin CountyStuart, FL501(c)(3)Operating and Program Support$30,000
Gertrude Walden Child Care CenterStuart, FL501(c)(3)Operating and Program Support$30,000
The Friends of Volunteers in Medicine Clinic IncStuart, FL501(c)(3)Operating and Program Support$30,000
American Red CrossBoone, IA501(c)(3)Operating and Program Support$27,500
Volunteers in Medicine Clinic IncStuart, FL501(c)(3)Operating and Program Support$26,075
Amazon Conservation TeamArlington, VA501(c)(3)Operating and Program Support$25,000
Hope Rural SchoolIndiantown, FL501(c)(3)Operating and Program Support$25,000
JewishcoloradoDenver, CO501(c)(3)Operating and Program Support$25,000
Ken Duke and Friends IncStuart, FL501(c)(3)Operating and Program Support$25,000
Lifebuilders of the Treasure Coast IncFort Pierce, FL501(c)(3)Operating and Program Support$25,000
American Red Cross South Florida RegionWest Palm Beach, FL501(c)(3)Operating and Program Support$23,132
Healthy Start Coalition of St Lucie County IncFort Pierce, FL501(c)(3)Operating and Program Support$22,150
Save the ChildrenFairfield, CT501(c)(3)Operating and Program Support$21,000
Arts Council of Martin CountyStuart, FL501(c)(3)Operating and Program Support$20,000
Boston CollegeChestnut Hill, MA501(c)(3)Operating and Program Support$20,000
Community Foundation of Collier CountyNaples, FL501(c)(3)Operating and Program Support$20,000
Roundtable of St Lucie County IncPort St Lucie, FL501(c)(3)Operating and Program Support$20,000
The Everglades FoundationPalmetto Bay, FL501(c)(3)Operating and Program Support$20,000
Hands of St Lucie CountyFort Pierce, FL501(c)(3)Operating and Program Support$17,000
Our Community TablePalm City, FL501(c)(3)Operating and Program Support$16,235
Exceptional Academy for Differently-abled Learners IncPort St Lucie, FL501(c)(3)Operating and Program Support$15,000
Habitat for Humanity of Martin County IncStuart, FL501(c)(3)Operating and Program Support$15,000
St Lucie Habitat for HumanityFort Pierce, FL501(c)(3)Operating and Program Support$15,000
Veterans of Foreign Wars FoundationKansas City, MO501(c)(3)Operating and Program Support$15,000
Centenary United Methodist ChurchCumberland, MD501(c)(3)Operating and Program Support$14,279
John Carroll Catholic High SchoolFort Pierce, FL501(c)(3)Operating and Program Support$13,735
Ymca of the Treasure CoastStuart, FL501(c)(3)Operating and Program Support$11,500
The Inner Truth ProjectPort St Lucie, FL501(c)(3)Operating and Program Support$11,000
Sailfish Point Foundation IncStuart, FL501(c)(3)Operating and Program Support$10,500
Aclu Foundation of FloridaMiami, FL501(c)(3)Operating and Program Support$10,000
Eckerd Youth Alternatives IncClearwater, FL501(c)(3)Operating and Program Support$10,000
First Tee of New Hampshire Inc (the)North Hampton, NH501(c)(3)Operating and Program Support$10,000
Friends of the Lyric IncStuart, FL501(c)(3)Operating and Program Support$10,000
Incubate Neighborhood CenterFort Pierce, FL501(c)(3)Operating and Program Support$10,000
MOLLY'S HOUSE INCStuart, FL501(c)(3)Operating and Program Support$10,000
Des Moines School DistrictDes Moines, IA501(c)(3)Operating and Program Support$9,525
Humane Society of the Treasure Coast IncPalm City, FL501(c)(3)Operating and Program Support$8,000
The Salvation ArmyAtlanta, GA501(c)(3)Operating and Program Support$7,615
Loggerhead Marine Life Center IncJuno Beach, FL501(c)(3)Operating and Program Support$7,400
Banner Lake Club IncHobe Sound, FL501(c)(3)Operating and Program Support$6,800
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Operating and Program Support$6,440
Treasure Coast HospiceStuart, FL501(c)(3)Operating and Program Support$6,100
Parent to Parent of the Treasure Coast IncPalm City, FL501(c)(3)Operating and Program Support$6,075
Save the ChimpsFort Pierce, FL501(c)(3)Operating and Program Support$6,000
World Central Kitchen IncWashington, DC501(c)(3)Operating and Program Support$6,000
HIBISCUS CHILDREN'S CENTER FOUNDATION INCJenson Beach, FL501(c)(3)Operating and Program Support$5,250
The Episcopal Church of the NativityPort St Lucie, FL501(c)(3)Operating and Program Support$5,200
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
Funds Held for Agencies$610,624
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 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
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 11B

“The board of directors has designated the board finance & audit committee to preliminarily review the annual form 990. Once reviewed and approved by the board finance & audit committee, the form 990 is forwarded to the full board for review and approval prior to filing.”

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

“The conflict of interest policy is signed annually by the board members, committee 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 president/ceo is determined annually by the board of directors. Industry consultation data provided by the florida philanthropic network, national council of foundations and the association of florida community foundations is used as guidance, as well as the president/ceo'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
The Community Foundation -
EIN
65-0024030
Phone
7722883795
Address
851 SE MONTEREY COMMONS BLVD, STUART, FL 34994

Signing Officer

Name
Ellyn Stevenson
Title
Chair
Phone
7722883795
Signed
2023-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellyn Stevenson
Formed
1988
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
18

Preparer

Firm
Rehmann Robson LLC
Address
5070 HIGHWAY A1A STE 250, VERO BEACH, FL 32963
Preparer
Deborah a Crum CPA
Phone
7722348484
Supplemental Narrative

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 organization's board of directors.”

PART X, LINE 2:

“The foundation evaluates its uncertain tax positions in accordance with fasb asc 740, income taxes, which states that management's determination of the taxable status of an entity, including its status as a tax-exempt entity, is a tax position subject to the standards required for accounting for uncertainty in income taxes. Management does not believe that the foundation has any significant uncertain tax positions that would be material to the financial statements.”

Raw XML AppendixShowing 400 of 1,411 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.

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IRS990/ActivityOrMissionDesc0THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC DESIRES AND INTENTIONS OF OUR DONORS/FUNDHOLDERS BY PROVIDING ASSISTANCE TO FACILITATE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. ASSISTANCE PROVIDED MAY INCLUDE RESEARCH, VETTING OF CHARITIES AND FOLLOW-UP REPORTING TO ENSURE IMPACT AND USE OF CONTRIBUTIONS/GRANT FUNDS. BY SUCCESSFULLY INVESTING OUR CLIENTS' CHARITABLE ASSETS, THE COMMUNITY FOUNDATION PRESERVES AND WORKS TO GROW COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUNDHOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS IN THE REGION AND THROUGHOUT THE UNITED STATES SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. THE COMMUNITY FOUNDATION HONORS THE INTENTIONS AND INTERESTS OF DECEASED FUNDHOLDERS THROUGH GRANT MAKING ACTIVITIES BASED ON THEIR WISHES AND GUIDELINES.
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0JENSEN BEACH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd034957
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SPOT ON STRATEGIES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0STRATEGIC PLANNING FOR GRANTEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05240393
IRS990/CYGrantsAndSimilarPaidAmt04233896
IRS990/CYInvestmentIncomeAmt02059779
IRS990/CYOtherExpensesAmt01180147
IRS990/CYOtherRevenueAmt0494006
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01990237
IRS990/CYSalariesCompEmpBnftPaidAmt0389898
IRS990/CYTotalExpensesAmt05803941
IRS990/CYTotalFundraisingExpenseAmt028421
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07794178
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02677
IRS990/DepreciationDepletionGrp/TotalAmt02677
IRS990/Desc0SCHOLARSHIPS AND GRANTSSCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS.GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS. THESE FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF FIELDS OF INTEREST AND CAUSES, INCLUDING, BUT NOT LIMITED TO, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt07544019
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06355010
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05449245
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt03923
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019613
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt054915
IRS990/FeesForServicesAccountingGrp/TotalAmt078451
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0451638
IRS990/FeesForServicesManagementGrp/TotalAmt0451638
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0172768
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0172768
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1420250
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN DOODY
IRS990/Form990PartVIISectionAGrp/PersonNm1JACK FORDE
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH A NORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH J PASKOSKI III
IRS990/Form990PartVIISectionAGrp/PersonNm4ELLYN STEVENSON
IRS990/Form990PartVIISectionAGrp/PersonNm5THEORA G WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY CROWDER-MCCOY
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN E FOSS
IRS990/Form990PartVIISectionAGrp/PersonNm8KATE FREIHOFER
IRS990/Form990PartVIISectionAGrp/PersonNm9LINDA HOUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL A KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm11TOM LYTLE
IRS990/Form990PartVIISectionAGrp/PersonNm12GYTHA VON ALDENBRUCK
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN E TRANTER
IRS990/Form990PartVIISectionAGrp/PersonNm14ELIZABETH BARBELLA
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14186028
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01623919
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt04233896
IRS990/GrantsPayableGrp/BOYAmt01250
IRS990/GrantsPayableGrp/EOYAmt0416050
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0299512
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0299512
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03934384
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03934384
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013454891
IRS990/GrossReceiptsAmt019625150
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01460
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07300
IRS990/InformationTechnologyGrp/ProgramServicesAmt020440
IRS990/InformationTechnologyGrp/TotalAmt029200
IRS990/InsuranceGrp/ManagementAndGeneralAmt03016
IRS990/InsuranceGrp/ProgramServicesAmt0754
IRS990/InsuranceGrp/TotalAmt03770
IRS990/InvestmentIncomeGrp/ExclusionAmt0435860
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0435860
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0625477
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0664348
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027792617
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023602137
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010329
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011604
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08928
IRS990/LandBldgEquipCostOrOtherBssAmt019257
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011830972
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt029948238
IRS990/NetAssetsOrFundBalancesEOYAmt026531523
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01623919
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01623919
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5406952
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt022404219
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020176513
IRS990/NoncashContributionsAmt02021892
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09863
IRS990/OccupancyGrp/ProgramServicesAmt029589
IRS990/OccupancyGrp/TotalAmt039452
IRS990/OfficeExpensesGrp/FundraisingAmt01118
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05588
IRS990/OfficeExpensesGrp/ProgramServicesAmt015645
IRS990/OfficeExpensesGrp/TotalAmt022351
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01338
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06689
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018730
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026757
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0288360
IRS990/OtherExpensesGrp/ProgramServicesAmt15195
IRS990/OtherExpensesGrp/ProgramServicesAmt24868
IRS990/OtherExpensesGrp/TotalAmt0288360
IRS990/OtherExpensesGrp/TotalAmt15195
IRS990/OtherExpensesGrp/TotalAmt24868
IRS990/OtherLiabilitiesGrp/BOYAmt0410885
IRS990/OtherLiabilitiesGrp/EOYAmt0610624
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PHILANTHROPIC ADVISORY FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0458981
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt135025
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0458981
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt135025
IRS990/OtherRevenueTotalAmt0494006
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07097
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035482
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt099351
IRS990/OtherSalariesAndWagesGrp/TotalAmt0141930
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01190
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05951
IRS990/PayrollTaxesGrp/ProgramServicesAmt016664
IRS990/PayrollTaxesGrp/TotalAmt023805
IRS990/PensionPlanContributionsGrp/FundraisingAmt0683
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03414
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09559
IRS990/PensionPlanContributionsGrp/TotalAmt013656
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt047848
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01155
IRS990/PrincipalOfficerNm0ELLYN STEVENSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07716714
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03200492
IRS990/PYInvestmentIncomeAmt01388627
IRS990/PYOtherExpensesAmt01331537
IRS990/PYOtherRevenueAmt0461036
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04680299
IRS990/PYSalariesCompEmpBnftPaidAmt0354049
IRS990/PYTotalExpensesAmt04886078
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09566377
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01990237
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01705533
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03085509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05240393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07716714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04303135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04544479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01003081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022807802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0435860
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0404578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0408472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0330998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0279799
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01859707
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73640
IRS990ScheduleA/PublicSupportPY170Pct00.68530
IRS990ScheduleA/PublicSupportTotal170Amt018165339
IRS990ScheduleA/SubstantialContributorsTotAmt04642463
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05240393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07716714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04303135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04544479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01003081
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt022807802
IRS990ScheduleA/TotalSupportAmt024667509
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/BoardDesignatedBalanceEOYPct00.81860
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0255109
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt015112170
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012396287
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0800756
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1660018

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,568,977
Liabilities
$1,037,454
Net assets
$26,531,523
Revenue
$7,794,178
Expenses
$5,803,941
Net income
$1,990,237
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