Civic Intelligence

Monroe County Education Foundation Inc.

990 • Fiscal year 2020 • EIN 65-0551178

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

Organization ProfileWWW.MONROECOUNTYEDFOUND.COM
241 Trumbo RoadKey West, FL 33040

(305) 293-1400

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

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

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

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

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

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

Asset Growth

59th percentile

10%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

94th percentile

96%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$14,708,448

Up $1,360,276 (+10%) from 2019

Net Assets

Up

$14,663,324

Up $1,357,698 (+10%) from 2019

Liabilities

Up

$45,124

Up $2,578 (+6.1%) from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin91st percentile

Revenue

Up

$2,782,119

Up $1,363,427 (+96%) from 2019

Expenses

Up

$1,340,270

Up $103,750 (+8.4%) from 2019

Net Income

Up

$1,441,849

Up $1,259,677 (+691%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $2,904,834Liabilities 2010: $73,632Net Assets 2010: $2,831,2022010Assets 2011: $3,196,618Liabilities 2011: $163,693Net Assets 2011: $3,032,9252011Assets 2012: $3,308,988Liabilities 2012: $42,288Net Assets 2012: $3,266,7002012Assets 2013: $3,740,097Liabilities 2013: $63,088Net Assets 2013: $3,677,0092013Assets 2014: $4,917,690Liabilities 2014: $43,039Net Assets 2014: $4,874,6512014Assets 2015: $5,267,733Liabilities 2015: $53,071Net Assets 2015: $5,214,6622015Assets 2016: $13,125,050Liabilities 2016: $50,264Net Assets 2016: $13,074,7862016Assets 2017: $13,560,064Liabilities 2017: $43,297Net Assets 2017: $13,516,7672017Assets 2018: $13,419,332Liabilities 2018: $44,676Net Assets 2018: $13,374,6562018Assets 2019: $13,348,172Liabilities 2019: $42,546Net Assets 2019: $13,305,6262019Assets 2020: $14,708,448Liabilities 2020: $45,124Net Assets 2020: $14,663,3242020Assets 2021: $14,201,570Liabilities 2021: $4,125Net Assets 2021: $14,197,4452021Assets 2022: $14,476,181Liabilities 2022: $1,303Net Assets 2022: $14,474,8782022Assets 2023: $15,052,497Liabilities 2023: $1,345Net Assets 2023: $15,051,1522023Assets 2024: $15,776,474Liabilities 2024: $4,158Net Assets 2024: $15,772,3162024Assets 2025: $16,820,956Liabilities 2025: $2,206Net Assets 2025: $16,818,7502025

Highlighted filing

2020

Assets$14,708,448
Liabilities$45,124
Net Assets$14,663,324
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $405,7702010Expenses 2011: $616,6812011Expenses 2012: $635,7162012Expenses 2013: $553,0352013Revenue 2014: $1,484,783Expenses 2014: $287,436Net Income 2014: $1,197,3472014Revenue 2015: $828,114Expenses 2015: $488,344Net Income 2015: $339,7702015Revenue 2016: $1,614,138Expenses 2016: $1,149,437Net Income 2016: $464,7012016Revenue 2017: $1,667,417Expenses 2017: $1,575,494Net Income 2017: $91,9232017Revenue 2018: $2,085,048Expenses 2018: $2,359,584Net Income 2018: -$274,5362018Revenue 2019: $1,418,692Expenses 2019: $1,236,520Net Income 2019: $182,1722019Revenue 2020: $2,782,119Expenses 2020: $1,340,270Net Income 2020: $1,441,8492020Revenue 2021: $843,286Expenses 2021: $1,243,326Net Income 2021: -$400,0402021Revenue 2022: $1,896,279Expenses 2022: $1,403,940Net Income 2022: $492,3392022Revenue 2023: $2,225,345Expenses 2023: $1,463,524Net Income 2023: $761,8212023Revenue 2024: $2,426,808Expenses 2024: $1,518,291Net Income 2024: $908,5172024Revenue 2025: $2,363,490Expenses 2025: $1,606,305Net Income 2025: $757,1852025

Highlighted filing

2020

Revenue$2,782,119
Expenses$1,340,270
Net Income$1,441,849
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.1
Gross Receipts
$2,782,119
Mission and Program Overview

Mission

To support activities that are directed toward aiding, supplementing, improving, enhancing and complementing the activities of the public school system and provide scholarships for monroe county students.

To aid, supplement, improve, enhance and complement the activities of the public school system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$48,081$182,571▲ $134,490
Investments Other Securities$3,689$167,286▲ $163,597
Savings and Temporary Cash Investments$291,423$126,287▼ $165,136
Total Assets$13,348,172$14,708,448▲ $1,360,276
Other Assets Total$13,004,979$14,232,304▲ $1,227,325
Liabilities
Accounts Payable and Accrued Expenses$42,546$45,124▲ $2,578
Total Liabilities$42,546$45,124▲ $2,578
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,301,367$14,645,657▲ $1,344,290
Net Assets Without Donor Restrictions$4,259$17,667▲ $13,408
Total Net Assets Fund Balance$13,305,626$14,663,324▲ $1,357,698
Total Liabilities and Net Assets / Fund Balance$13,348,172$14,708,448▲ $1,360,276

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,115,408--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Bryan GreenPresident
John PadgetPresident Emeritus
Eric MealusVice-president
Alyson CreanDirector
Bill GoldnerDirector
Bruce CohenDirector
Bryant PantanoDirector
Gavin DietrichDirector
Jackson KaufeltDirector
James DrakeDirector
Jesse HammersDirector
Mark PorterDirector
Peg LaronDirector
Ron SaundersDirector
Tim SullivanDirector
Tom WilsonDirector
Wayne MillerDirector
Mary ChambersSecretary
Roxy CastroTreasurer
Chuck LicisTsic Coordinator
Revenue and Support

Revenue Composition

Contributions and Grants
$2,778,307
Program Service Revenue
$0
Investment Income
$3,812
Other Revenue
$0
All Other Contributions
$1,500,530
Change in Net Assets
$1,441,849

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,782,119
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$148,787
Total Revenue per Audited Statements
$2,930,906
Total Revenue per Form 990
$2,782,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,105,125
Salaries, Compensation, and Employee Benefits$131,000
Other Expenses$104,145
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,105,125--$1,105,125
Other Salaries and Wages$131,000--$131,000
Conferences and Meetings$49,951--$49,951
Advertising$15,837--$15,837
Fees for Services Accounting$14,865--$14,865
Office Expenses$11,150--$11,150
Other Expenses$4,093--$4,093
All Other Expenses$3,637--$3,637
Information Technology$3,612--$3,612
Insurance$1,000--$1,000
Total Functional Expenses$1,340,270$0$0$1,340,270

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,573,208
Expenses per Audited Statements$1,340,270
Total Expenses per Form 990$1,340,270
Expenses Not Reported on Form 990$232,938
Expenses Not Reported on Financial Statements$0
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
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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

“A complete copy of the form 990 is provided to the entire board of directors for review before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes their governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Monroe County Education Foundation Inc
EIN
65-0551178
Phone
3052931400
Address
241 TRUMBO ROAD, KEY WEST, FL 33040

Signing Officer

Name
Bryan Green
Title
President
Phone
3052931400
Signed
2020-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Green
Formed
1995
Legal Domicile
Fl
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
340

Preparer

Firm
Cliftonlarsonallen Llp
Address
402 SOUTH KENTUCKY AVENUE SUITE 600, LAKELAND, FL 33801-5354
Preparer
Lauren Ballard CPA
Phone
8636805600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized loss on prepaid scholarships -84,151.”

Financial Statement Notes

PART X, LINE 2:

“The foundation follows the guidance in the income tax standard regarding the recognition of uncertain tax positions. The guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax filing that are not certain to be realized. The foundation is not aware of any activities that would jeopardize its tax exempt status.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized loss on prepaid scholarships -84,151.”

Raw XML AppendixShowing 400 of 495 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/Desc0THE MONROE COUNTY EDUCATION FOUNDATION, THROUGH ITS FLAGSHIP PROGRAM TAKE STOCK IN CHILDREN, PROVIDES FUNDING, SUMMER EDUCATIONAL ENHANCEMENT OPPORTUNITIES, AND MENTORSHIP TO HELP MONROE COUNTY STUDENTS ACHIEVE THEIR POTENTIAL. MCEF PROVIDES ACCESS TO HIGHER EDUCATION FOR FLORIDA STUDENTS WHO ARE AT RISK OF NOT ATTENDING COLLEGE OR UNIVERSITY. THROUGH THE PROGRAM, MCEF MATCHES AT RISK STUDENTS WITH MENTORS, GUIDES STUDENTS IN MAKING SMART CAREER CHOICES, AND GUARANTEES RESOURCES SO THAT MONROE COUNTY STUDENTS MAY COMPLETE A COLLEGE DEGREE OR CERTIFICATE. TSIC MONROE GRANTS COLLEGE SCHOLARSHIPS UPON HIGH SCHOOL GRADUATION TO QUALIFIED 7TH-12TH GRADE STUDENT-RECIPIENTS OF LOW-INCOME FAMILIES RESIDING IN THE COUNTY. CONTINUED ON SCHEDULE O.TSIC MONROE IS AN AWARD WINNING MODEL IN THE STATE OF FLORIDA, A CONCERTED ENDEAVOR CONSISTING OF ALMOST 250 DEDICATED VOLUNTEER MENTORS AND STUDENTS WITH A NETWORK OF INDIVIDUAL DONORS, CORPORATE SPONSORS AND A HARDWORKING STAFF. THE MONROE COUNTY EDUCATION FOUNDATION RECOGNIZED THE ACCOMPLISHMENTS AND CELEBRATED THE GRADUATION OF 57 TAKE STOCK IN CHILDREN SCHOLARS IN MAY, 2020 DURING A VIRTUAL CEREMONY. NEARLY 800 STUDENTS FROM MONROE COUNTY HAVE RECEIVED SCHOLARSHIPS SINCE THE PROGRAM WAS FOUNDED.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TSIC COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt01277777
IRS990/GrantAmt01077325
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01105125
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01105125
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02782119
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03612
IRS990/InformationTechnologyGrp/TotalAmt03612
IRS990/InsuranceGrp/ProgramServicesAmt01000
IRS990/InsuranceGrp/TotalAmt01000
IRS990/InvestmentIncomeGrp/ExclusionAmt03812
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03812
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03689
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0167286
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT ACTIVITIES THAT ARE DIRECTED TOWARD AIDING, SUPPLEMENTING, IMPROVING, ENHANCING AND COMPLEMENTING THE ACTIVITIES OF THE PUBLIC SCHOOL SYSTEM AND PROVIDE SCHOLARSHIPS FOR MONROE COUNTY STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013305626
IRS990/NetAssetsOrFundBalancesEOYAmt014663324
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04259
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017667
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt011150
IRS990/OfficeExpensesGrp/TotalAmt011150
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013004979
IRS990/OtherAssetsTotalGrp/EOYAmt014232304
IRS990/OtherChangesInNetAssetsAmt0-84151
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt04093
IRS990/OtherExpensesGrp/TotalAmt04093
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0131000
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt048081
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0182571
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRYAN GREEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COVID RELIEF FUNDS - EMERGENCY RELIEF FUNDING WHICH ASSISTED MANY FAMILIES IN NEED TO PURCHASE FOOD, RENT AND EMERGENCY ITEMS DURING THE COVID-19 PANDEMIC
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027800
IRS990/ProgSrvcAccomActy2Grp/GrantAmt027800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01418260
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0970387
IRS990/PYInvestmentIncomeAmt0434
IRS990/PYOtherExpensesAmt0134258
IRS990/PYOtherRevenueAmt0-2
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0182172
IRS990/PYSalariesCompEmpBnftPaidAmt0131875
IRS990/PYTotalExpensesAmt01236520
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01418692
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01441849
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0291423
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0126287
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2016 AMOUNT: $ 17,541.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02778307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01418260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02084606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01649535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01613171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09543879
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0232938
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0260523
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0251656
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0135381
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt090161
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0970659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03812
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0967
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05996
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt017541
IRS990ScheduleA/OtherIncome170Grp/TotalAmt017541
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99590
IRS990ScheduleA/PublicSupportPY170Pct00.98410
IRS990ScheduleA/PublicSupportTotal170Amt010495300
IRS990ScheduleA/SubstantialContributorsTotAmt019238
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03011245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01678783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02336262
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01784916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01703332
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010514538
IRS990ScheduleA/TotalSupportAmt010538075
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/DonatedServicesAndUseFcltsAmt0232938
IRS990ScheduleD/DonatedServicesUseFcltsAmt0232938
IRS990ScheduleD/ExpensesNotReportedAmt0232938
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01340270
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012116896
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12115408
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PREPAID SCHOLARSHIPS AND LOCAL FEE PLANS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID DORMITORY PLANS
IRS990ScheduleD/OtherRevenueAmt0-84151
IRS990ScheduleD/RevenueNotReportedAmt0148787
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02782119
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX FILING THAT ARE NOT CERTAIN TO BE REALIZED. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON PREPAID SCHOLARSHIPS -84,151.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt014232304
IRS990ScheduleD/TotalExpensesPerForm990Amt01340270
IRS990ScheduleD/TotalRevenuePerForm990Amt02782119
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02930906
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01573208
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01077325
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt127800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COVID RELIEF EXPENSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt057
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt152
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDING IS BASED ON SPECIFIED CRITERIA AS DETERMINED AND MONITORED ANNUALLY BY MANAGEMENT AND THE BOARD OF DIRECTORS. SCHOLARSHIPS ARE PAID DIRECTLY TO THE INSTITUTIONS TO ENSURE APPROPRIATE USE OF FUNDS.

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Filings

Displayed year

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

Open filing
Assets
$14,708,448
Liabilities
$45,124
Net assets
$14,663,324
Revenue
$2,782,119
Expenses
$1,340,270
Net income
$1,441,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$2.36$1.61$0.76
2024Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$2.43$1.52$0.91
2023Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$2.23$1.46$0.76
2022Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.90$1.40$0.49
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.84$1.24$0.40
2020Detailed filing. Detailed filing data is available for this year.$14.7$0.05$14.7$2.78$1.34$1.44
2019Detailed filing. Detailed filing data is available for this year.$13.3$0.04$13.3$1.42$1.24$0.18
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.04$13.4$2.09$2.36$0.27
2017Detailed filing. Detailed filing data is available for this year.$13.6$0.04$13.5$1.67$1.58$0.09
2016Detailed filing. Detailed filing data is available for this year.$13.1$0.05$13.1$1.61$1.15$0.46
2015Detailed filing. Detailed filing data is available for this year.$5.27$0.05$5.21$0.83$0.49$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.92$0.04$4.87$1.48$0.29$1.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.06$3.68$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.04$3.27$0.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.16$3.03$0.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.07$2.83$0.41