Civic Intelligence

Oklahoma Society of Certified Public

EIN 73-1339781 • 501(c)3 • Oklahoma City, OK

Profile

The purpose of the foundation is to aid, develop and advance education and research relating to the study, teaching and practice of accountancy and related fields by promoting high standards of educational achievement.

5201 N Shartel AveOklahoma City, OK 73118

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.10x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$222,127

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 193.2% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

55th percentile

5.1%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$825,039

Down $37,416 (-4.3%) from 2022

Liabilities

Down

$0

Down $610 (-100%) from 2022

Net Assets

Down

$825,039

Down $36,806 (-4.3%) from 2022

Operations
Liabilities / Revenue69th percentileNet Margin72nd percentile

Revenue

Down

$69,550

Down $47,651 (-41%) from 2022

Expenses

Up

$59,952

Up $3,184 (+5.6%) from 2022

Net Income

Down

$9,598

Down $50,835 (-84%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $502,283Liabilities 2011: $0Net Assets 2011: $502,2832011Assets 2012: $527,704Liabilities 2012: $0Net Assets 2012: $527,7042012Assets 2013: $588,013Liabilities 2013: $0Net Assets 2013: $588,0132013Assets 2014: $626,459Liabilities 2014: $0Net Assets 2014: $626,4592014Assets 2015: $673,324Liabilities 2015: $0Net Assets 2015: $673,3242015Assets 2016: $629,480Liabilities 2016: $30,000Net Assets 2016: $599,4802016Assets 2017: $688,681Liabilities 2017: $5,400Net Assets 2017: $683,2812017Assets 2018: $717,294Liabilities 2018: $0Net Assets 2018: $717,2952018Assets 2019: $739,059Liabilities 2019: $0Net Assets 2019: $739,0592019Assets 2020: $708,440Liabilities 2020: $0Net Assets 2020: $708,4402020Assets 2021: $942,065Liabilities 2021: $2,912Net Assets 2021: $939,1532021Assets 2022: $862,455Liabilities 2022: $610Net Assets 2022: $861,8452022Assets 2023: $825,039Liabilities 2023: $0Net Assets 2023: $825,0392023

Highlighted filing

2023

Assets$825,039
Liabilities$0
Net Assets$825,039
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $74,807Expenses 2011: $30,033Net Income 2011: $44,7742011Revenue 2012: $46,168Expenses 2012: $22,468Net Income 2012: $23,7002012Expenses 2013: $27,0772013Revenue 2014: $32,595Expenses 2014: $37,151Net Income 2014: -$4,5562014Revenue 2015: $77,187Expenses 2015: $37,862Net Income 2015: $39,3252015Revenue 2016: $69,588Expenses 2016: $37,061Net Income 2016: $32,5272016Revenue 2017: $40,871Expenses 2017: $7,678Net Income 2017: $33,1932017Revenue 2018: $75,625Expenses 2018: $52,172Net Income 2018: $23,4532018Revenue 2019: $43,573Expenses 2019: $34,168Net Income 2019: $9,4052019Revenue 2020: $75,592Expenses 2020: $44,118Net Income 2020: $31,4742020Revenue 2021: $123,208Expenses 2021: $41,732Net Income 2021: $81,4762021Revenue 2022: $117,201Expenses 2022: $56,768Net Income 2022: $60,4332022Revenue 2023: $69,550Expenses 2023: $59,952Net Income 2023: $9,5982023

Highlighted filing

2023

Revenue$69,550
Expenses$59,952
Net Income$9,598
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$825,039
Liabilities
$0
Net assets
$825,039
Revenue
$69,550
Expenses
$59,952
Net income
$9,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.25$0.00$8.25$0.70$0.60$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$0.01$8.62$1.17$0.57$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.42$0.03$9.39$1.23$0.42$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$0.00$7.08$0.76$0.44$0.31
2019Summary only. Only limited summary data is available for this year.$7.39$0.00$7.39$0.44$0.34$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$0.00$7.17$0.76$0.52$0.23
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.89$0.05$6.83$0.41$0.08$0.33
2016Detailed filing. Detailed filing data is available for this year.$6.29$0.30$5.99$0.70$0.37$0.33
2015Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.77$0.38$0.39
2014Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.33$0.37$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$0.00$5.88$0.27
2012Summary only. Only limited summary data is available for this year.$5.28$0.00$5.28$0.46$0.22$0.24
2011Summary only. Only limited summary data is available for this year.$5.02$0.00$5.02$0.75$0.30$0.45
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 15, 2023
Return Version
2021v4.2
Gross Receipts
$149,617
Mission and Program Overview

Mission

The purpose of the foundation is to aid, develop, and advance education and research relating to the study, teaching, and practice of accountancy and related fields by promoting high standards of educational achievement.

To provide scholarships to students to promote the practice of accountancy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$916,370$822,488▼ $93,882
Cash and Non-Interest-Bearing Accounts$11,130$26,291▲ $15,161
Pledges and Grants Receivable$12,000$10,500▼ $1,500
Accounts Receivable$2,565$3,176▲ $611
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$942,065$862,455▼ $79,610
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,912$0▼ $2,912
Deferred Revenue$0$610▲ $610
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,912$610▼ $2,302
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$597,844$540,873▼ $56,971
Net Assets With Donor Restrictions$341,309$320,972▼ $20,337
Total Net Assets Fund Balance$939,153$861,845▼ $77,308
Total Liabilities and Net Assets / Fund Balance$942,065$862,455▼ $79,610

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$348,378$10,055▼ $69,131-$250,545
2020$265,142$38,559▲ $68,677-$348,378
2019$396,760$19,116▼ $35,117$86,217$265,142
2018$417,454$16,176▼ $13,120-$396,760
2017$436,331$15,705▲ $8,645-$417,454
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Ashely FogleChair
Jacob E PasbyVice Chair
Amber JonesTrustee
Austin FoustTrustee
Christy SughruTrustee
Evan WestTrustee
Lonnie HeimTrustee
Randall StoneTrustee
Tony ScottSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,173
Program Service Revenue
$0
Investment Income
$77,443
Other Revenue
$3,585
All Other Contributions
$36,173
Change in Net Assets
$60,433

Audited Revenue Reconciliation

Revenue per Audited Statements
$117,201
Revenue Not Reported on Form 990
$-135,176
Total Revenue per Audited Statements
$-17,975
Total Revenue per Form 990
$117,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,050
Other Expenses$9,718
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$47,050--$47,050
Fees for Services Accounting-$9,718-$9,718
Total Functional Expenses$47,050$9,718$0$56,768

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$56,768
Total Expenses per Audited Statements$56,768
Total Expenses per Form 990$56,768
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,585
Fundraising Direct Expenses$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members or Stockholders: THE TWO CLASSES OF MEMBERSHIP ARE VOTING AND NON-VOTING. A VOTING MEMBER ("FELLOW MEMBER") IS ONE WHO IS A MEMBER OF THE OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS. A NON-VOTING MEMBER MAY BE GRANTED MEMBERSHIP BY A MAJORITY VOTE OF THE FELLOW MEMBERS OF THE FOUNDATION PRESENT AT ANY ANNUAL OR SPECIAL MEETING CALLED FOR THAT PURPOSE.”

Form 990, Part VI, Section A, Line 7A

“Power to elect or appoint one or more members of the governing body: THE FELLOW MEMBERS OF THE OSCPA ELECT OFFICERS OF THE EDUCATIONAL FOUNDATION BY MAJORITY VOTE AT THE FIRST MEETING OF THE INCOMING BOARD OF TRUSTEES AND MAY ALSO REMOVE OFFICERS WITH A MAJORITY VOTE.”

Form 990, Part VI, Section A, Line 7B

“Governance decisions: fellow members have such authority. See explanation of form 990, part vi, section a, line 7a.”

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

“Process to review the form 990: THE RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE RETURN IS REVIEWED INTERNALLY BY MANAGEMENT. THEN, THE ELECTED OFFICERS ARE FURNISHED A COPY OF THE FORM 990 PRIOR TO FINALIZATION. THE GOVERNING BODY APPROVES THE FORM 990 PRIOR TO THE ORGANIZATION FILING THE RETURN WITH THE IRS.”

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

“Process to monitor compliance with conflict of interest policy: the organization has a written conflict of interest policy, which is included in the employment policy manual, as well as presented at the annual meeting of the board of directors. It is followed by monitoring directors' employment and oscpa activities. The policy also requires the board member to disclose any conflicts when they arise.”

Form 990, Part VI, Section C, Line 19

“Availability of Documents: THE ORGANIZATION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND ALL OTHER GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Society of Certified Public
EIN
73-1339781
In Care Of
% BLAINE PETERSON
Phone
4058413800
Address
5201 N Shartel Ave, Oklahoma City, OK 73118

Signing Officer

Name
Blaine Peterson
Title
President & CEO
Phone
4058413800
Signed
2023-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Blaine Peterson
Formed
1989
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Forvis Llp
Address
110 N Elgin Ave Suite 400, Tulsa, OK 74120-1490
Preparer
Todd J Pefferman
Phone
9185842900
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V

“The Foundation's endowment consists of five individual funds established for scholarships. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments (board-designated endowment funds).”

Schedule D, Part X, Line 2

“Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Raw XML AppendixShowing 400 of 532 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/GrantAmt047050
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt047050
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt047050
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt093505
IRS990/GrossReceiptsAmt0149617
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt016354
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016354
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0916370
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0822488
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032416
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PURPOSE OF THE FOUNDATION IS TO AID, DEVELOP, AND ADVANCE EDUCATION AND RESEARCH RELATING TO THE STUDY, TEACHING, AND PRACTICE OF ACCOUNTANCY AND RELATED FIELDS BY PROMOTING HIGH STANDARDS OF EDUCATIONAL ACHIEVEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0939153
IRS990/NetAssetsOrFundBalancesEOYAmt0861845
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt061089
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt061089
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03585
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03585
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-135176
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0597844
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0540873
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Blaine Peterson
IRS990/PriorPeriodAdjustmentsAmt0-2565
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt047316
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt031650
IRS990/PYInvestmentIncomeAmt072029
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt010082
IRS990/PYOtherRevenueAmt03863
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt081476
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt041732
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0123208
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt060433
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025472
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0170338
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012653
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt073226
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03585
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03863
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02815
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010263
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61343
IRS990ScheduleA/PublicSupportPY170Pct00.61122
IRS990ScheduleA/PublicSupportTotal170Amt0155705
IRS990ScheduleA/SubstantialContributorsTotAmt014633
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025472
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021690
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0170338
IRS990ScheduleA/TotalSupportAmt0253827
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/BoardDesignatedBalanceEOYPct00.07570
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0348378
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010055
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0250545
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt038757
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-69131
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0265142
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt038559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0348378
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt024000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068677
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0396760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt019116
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0265142
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt029400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-35117
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt086217
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0417454
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016176
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0396760
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt023750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13120
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0436331
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015705
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0417454
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt043227
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08645
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt056768
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-135176
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.92430
IRS990ScheduleD/RevenueNotReportedAmt0-135176
IRS990ScheduleD/RevenueSubtotalAmt0117201
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation's endowment consists of five individual funds established for scholarships. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments (board-designated endowment funds).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TotalExpensesPerForm990Amt056768
IRS990ScheduleD/TotalRevenuePerForm990Amt0117201
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-17975
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt056768
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt047050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt041
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS SCHOLARSHIP APPLICATIONS AND PUTS THE APPLICATIONS THROUGH A SCORING SYSTEM. THOSE APPLICATIONS THAT MEET THE QUALIFICATIONS UNDER THE SCORING SYSTEM ARE THEN REVIEWED BY THE BOARD AND THE BOARD DECIDES WHICH APPLICANTS WILL RECEIVE SCHOLARSHIPS AND HOW MUCH WILL BE AWARDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2

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