Civic Intelligence

Stock Farm Greater Ravalli Foundation

990 • Fiscal year 2021 • EIN 68-0514886

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 06, 2022

Organization Profilesfgrf.org
PO Box 1146Hamilton, MT 59840-1146

(406) 363-4661

Siviq Scores

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

Liabilities / Assets

49th percentile

0.07x

Higher debt load relative to assets than 49% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

69th percentile

25%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$74,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

6.8%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$3,945,218

Up $490,347 (+14%) from 2020

Net Assets

Up

$3,688,437

Up $568,387 (+18%) from 2020

Liabilities

Down

$256,781

Down $78,040 (-23%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin69th percentile

Revenue

Up

$1,067,573

Up $68,265 (+6.8%) from 2020

Expenses

Up

$797,595

Up $109,541 (+16%) from 2020

Net Income

Down

$269,978

Down $41,276 (-13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,137,575Liabilities 2011: $90,000Net Assets 2011: $2,047,5752011Assets 2012: $2,369,408Liabilities 2012: $114,000Net Assets 2012: $2,255,4082012Assets 2013: $2,601,118Liabilities 2013: $39,156Net Assets 2013: $2,561,9622013Assets 2014: $2,775,181Liabilities 2014: $117,524Net Assets 2014: $2,657,6572014Assets 2015: $2,709,635Liabilities 2015: $152,000Net Assets 2015: $2,557,6352015Assets 2016: $2,942,900Liabilities 2016: $168,000Net Assets 2016: $2,774,9002016Assets 2017: $3,140,859Liabilities 2017: $250,000Net Assets 2017: $2,890,8592017Assets 2018: $2,901,476Liabilities 2018: $310,000Net Assets 2018: $2,591,4762018Assets 2019: $3,130,898Liabilities 2019: $324,000Net Assets 2019: $2,806,8982019Assets 2020: $3,454,871Liabilities 2020: $334,821Net Assets 2020: $3,120,0502020Assets 2021: $3,945,218Liabilities 2021: $256,781Net Assets 2021: $3,688,4372021Assets 2022: $3,263,623Liabilities 2022: $286,965Net Assets 2022: $2,976,6582022Assets 2023: $3,224,353Liabilities 2023: $241,715Net Assets 2023: $2,982,6382023Assets 2024: $3,422,044Liabilities 2024: $323,734Net Assets 2024: $3,098,3102024

Highlighted filing

2021

Assets$3,945,218
Liabilities$256,781
Net Assets$3,688,437
Open 2021 Filing

Operations Trend

Revenue Growth43rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $663,950Expenses 2011: $156,306Net Income 2011: $507,6442011Revenue 2012: $419,453Expenses 2012: $211,620Net Income 2012: $207,8332012Revenue 2013: $526,586Expenses 2013: $220,032Net Income 2013: $306,5542013Revenue 2014: $410,172Expenses 2014: $232,479Net Income 2014: $177,6932014Revenue 2015: $220,355Expenses 2015: $320,682Net Income 2015: -$100,3272015Revenue 2016: $499,248Expenses 2016: $342,715Net Income 2016: $156,5332016Revenue 2017: $569,683Expenses 2017: $453,724Net Income 2017: $115,9592017Revenue 2018: $227,898Expenses 2018: $527,281Net Income 2018: -$299,3832018Revenue 2019: $597,849Expenses 2019: $540,767Net Income 2019: $57,0822019Revenue 2020: $999,308Expenses 2020: $688,054Net Income 2020: $311,2542020Revenue 2021: $1,067,573Expenses 2021: $797,595Net Income 2021: $269,9782021Revenue 2022: $683,665Expenses 2022: $857,238Net Income 2022: -$173,5732022Revenue 2023: $935,805Expenses 2023: $987,358Net Income 2023: -$51,5532023Revenue 2024: $1,132,325Expenses 2024: $1,106,218Net Income 2024: $26,1072024

Highlighted filing

2021

Revenue$1,067,573
Expenses$797,595
Net Income$269,978
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 6, 2022
Return Version
2021v4.1
Gross Receipts
$2,721,584
Mission and Program Overview

Mission

Grass roots educational, college scholarships and sustenance financial support for ravalli county, montana k-12 students and families

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,172,663$3,527,529▲ $354,866
Cash and Non-Interest-Bearing Accounts$16,784$208,518▲ $191,734
Savings and Temporary Cash Investments$237,924$145,068▼ $92,856
Pledges and Grants Receivable$27,500$62,039▲ $34,539
Land, Buildings, and Equipment, Net$0$2,064▲ $2,064
Total Assets$3,454,871$3,945,218▲ $490,347
Liabilities
Other Liabilities$334,821$256,781▼ $78,040
Total Liabilities$334,821$256,781▼ $78,040
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,125,620$2,125,620→ $0
Net Assets Without Donor Restrictions$994,430$1,562,817▲ $568,387
Total Net Assets Fund Balance$3,120,050$3,688,437▲ $568,387
Total Liabilities and Net Assets / Fund Balance$3,454,871$3,945,218▲ $490,347

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,064$516$2,580
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$3,191,380$187,251▲ $567,255$0$3,672,597
2020$2,847,565$466,625▲ $98,273$0$3,191,380
2019$2,594,302$39,688▲ $367,559$0$2,847,565
2018$2,820,489$16,107▼ $71,495$0$2,594,302
2017$2,650,426$19,344▲ $210,945$0$2,820,489
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Deb GabelhausenExecutive DirectorFT$74,000$74,000

Board Members and Trustees

NameTitle
James A CoteCo-Chairperson
James R SchuelerCo-Chairperson
Charles R SchwabDirector
James McNerneyDirector
Kirk FernandezDirector
Gavin RicklefsDirector/Exec. Committee
Karen TalbotDirector/Exec. Committee
Mike CanningDirector/Exec. Committee
Steve BuckDirector/Exec. Committee
Wes SpikerDirector/Exec. Committee
John P TaliaSec/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$798,200
Program Service Revenue
$0
Investment Income
$268,025
Other Revenue
$1,348
All Other Contributions
$667,599
Change in Net Assets
$269,978

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded5$87,252
Total Noncash Contributions5$87,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$626,346
Other Expenses$86,274
Salaries, Compensation, and Employee Benefits$84,975
Total Fundraising Expense$19,124
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$548,496--$548,496
Grants to Domestic Orgs$77,850--$77,850
Current Officers, Directors, Trustees, and Key Employees$59,200$7,400$7,400$74,000
All Other Expenses$26,006$3,360$1,389$30,755
Fees for Service Investment Mgmnt Fees$0$23,289$0$23,289
Other Expenses$13,745$0$0$13,745
Payroll Taxes$5,180$684$611$6,475
Fees for Services Other$0$0$5,000$5,000
Other Salaries and Wages$3,600$900$0$4,500
Insurance$0$1,865$0$1,865
Occupancy$1,280$160$160$1,600
Office Expenses$398$199$199$796
Depreciation Depletion$0$516$0$516
Fees for Services Legal$0$22$0$22
Total Functional Expenses$739,843$38,628$19,124$797,595
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Corvallis School DistrictCorvallis, MT-Sustenance/education$22,600
Hamilton School DistrictHamilton, MT-Sustenance/education$21,500
Stevensville School DistrictStevensville, MT-Sustenance/education$12,000
Florence-carlton School DistrictFlorence, MT-Sustenance/education$6,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,950
Fundraising Direct Expenses$3,602
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$35,551$4,950$2,073$2,877
Total Events$35,551$4,950$3,602$1,348
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long-term Portion 2021 Scholarships-payable in 2022$120,000
Long-term Portion 2021 Scholarships-payable in 2023$120,000
Reserved U of Montana Scholarship Funds$16,781
Short-term Portion 2019 Scholarships-payable in 2020$0
Long-term Portion 2019 Scholarships-payable in 2021$0
Short-term Portion 2020 Scholarships-payable in 2021$0
Long-term Portion 2020 Scholarships-payable in 2022$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Filing and Contact Details

Filer

Filer Name
Stock Farm Greater Ravalli Foundation
EIN
68-0514886
Phone
4063634661
Address
PO BOX 1146, HAMILTON, MT 59840-1146

Signing Officer

Name
John P Talia
Title
Secretary-treasurer
Phone
4063634661
Signed
2022-08-06

Organization Details

Principal Officer
James a Cote
Formed
2002
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
20
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Copy of form 990 is reviewed by each member of the executive committee of the board prior to filing and is available to all board members upon request.”

Pt VI, Line 12C

“Policy is considered in any board action taken”

Pt VI, Line 19

“Documents can be requested from the organizations executive committee or executive director through an oral or written request”

Pt VI, Line 15A

“GENERAL INQUIRY/REVIEW/KNOWLEDGE OF OTHER LOCAL 501(c)(3)s”

Form 990, Part III, Line 4D

“General expenses incurred to support above 95252. 5250. 0.”

Financial Statement Notes

Pt V, Line 4

“Annual scholarship grants and sustenance program funding”

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IRS990/LandBldgEquipCostOrOtherBssAmt02580
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01650409
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GRASS ROOTS EDUCATIONAL, COLLEGE SCHOLARSHIPS AND SUSTENANCE FINANCIAL SUPPORT FOR RAVALLI COUNTY, MONTANA K-12 STUDENTS AND FAMILIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03120050
IRS990/NetAssetsOrFundBalancesEOYAmt03688437
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0190223
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0190223
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01348
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01348
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0298409
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0994430
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01562817
IRS990/NoncashContributionsAmt087252
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0160
IRS990/OccupancyGrp/ManagementAndGeneralAmt0160
IRS990/OccupancyGrp/ProgramServicesAmt01280
IRS990/OccupancyGrp/TotalAmt01600
IRS990/OfficeExpensesGrp/FundraisingAmt0199
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0199
IRS990/OfficeExpensesGrp/ProgramServicesAmt0398
IRS990/OfficeExpensesGrp/TotalAmt0796
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0POSTAGE/BOX RENT
IRS990/OtherExpensesGrp/Desc1NEWSLETTER
IRS990/OtherExpensesGrp/Desc2BANK/PAYPAL
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0228
IRS990/OtherExpensesGrp/FundraisingAmt13861
IRS990/OtherExpensesGrp/FundraisingAmt2276
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0228
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0228
IRS990/OtherExpensesGrp/ProgramServicesAmt13860
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt313745
IRS990/OtherExpensesGrp/TotalAmt0684
IRS990/OtherExpensesGrp/TotalAmt17721
IRS990/OtherExpensesGrp/TotalAmt2281
IRS990/OtherExpensesGrp/TotalAmt313745
IRS990/OtherLiabilitiesGrp/BOYAmt0334821
IRS990/OtherLiabilitiesGrp/EOYAmt0256781
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0900
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03600
IRS990/OtherSalariesAndWagesGrp/TotalAmt04500
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0611
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0684
IRS990/PayrollTaxesGrp/ProgramServicesAmt05180
IRS990/PayrollTaxesGrp/TotalAmt06475
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt027500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt062039
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES A COTE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Funded Ravalli County School Districts with needed basic education supplies and student sustenance funding due to school districts lack of public funding.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt096095
IRS990/ProgSrvcAccomActy2Grp/GrantAmt072600
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Awarded college scholarships to Bitterroot Valley students. AWARDED GRANT TO BITTERROOT COLLEGE TO FUND TUITION ASSISTANCE FOR BITTERROOT VALLEY STUDENTS See Schedule I
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0504951
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GENERAL EXPENSES INCURRED TO SUPPORT ABOVE SEE PAGE 10 LINES 11(a) through 24(e)
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt095252
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt05250
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0902741
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0563008
IRS990/PYInvestmentIncomeAmt096567
IRS990/PYOtherExpensesAmt042453
IRS990/PYRevenuesLessExpensesAmt0311254
IRS990/PYSalariesCompEmpBnftPaidAmt082593
IRS990/PYTotalExpensesAmt0688054
IRS990/PYTotalRevenueAmt0999308
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0269978
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt0100000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0237924
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0145068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0798200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0902741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0387875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0318601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0357513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02764930
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt077802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt086318
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt090560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt079633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt085482
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0419795
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51120
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.47010
IRS990ScheduleA/PublicSupportTotal170Amt01627875
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt01137055
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0798200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0902741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0387875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0318601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0357513
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02764930
IRS990ScheduleA/TotalSupportAmt03184725
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.32000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt023289
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03191380
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0187251
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03672597
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0250000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0567255
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt021083
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02847565
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0466625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03191380
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0200000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt098273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt020100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02594302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt039688
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02847565
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0133884
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0367559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt020799
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02820489
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016107
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02594302

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,945,218
Liabilities
$256,781
Net assets
$3,688,437
Revenue
$1,067,573
Expenses
$797,595
Net income
$269,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.32$3.10$1.13$1.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.24$2.98$0.94$0.99$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.29$2.98$0.68$0.86$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.26$3.69$1.07$0.80$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.33$3.12$1.00$0.69$0.31
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.32$2.81$0.60$0.54$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.31$2.59$0.23$0.53$0.30
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.25$2.89$0.57$0.45$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.17$2.77$0.50$0.34$0.16
2015Summary only. Only limited summary data is available for this year.$2.71$0.15$2.56$0.22$0.32$0.10
2014Summary only. Only limited summary data is available for this year.$2.78$0.12$2.66$0.41$0.23$0.18
2013Summary only. Only limited summary data is available for this year.$2.60$0.04$2.56$0.53$0.22$0.31
2012Summary only. Only limited summary data is available for this year.$2.37$0.11$2.26$0.42$0.21$0.21
2011Summary only. Only limited summary data is available for this year.$2.14$0.09$2.05$0.66$0.16$0.51