Civic Intelligence

Legacytree Foundation

990 • Fiscal year 2016 • EIN 73-1556664

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization ProfileWWW.LEGACYTREEFOUNDATION.ORG

View Organization Page

1600 Westgate Circle No 200Brentwood, TN 37027

(615) 468-8048

Siviq Scores

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

Liabilities / Assets

88th percentile

0.89x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

12.01x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

92nd percentile

44%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

10th percentile

$136,200

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

84th percentile

14%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-9.4%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$50,495,457

Up $6,267,020 (+14%) from 2015

Net Assets

Up

$5,470,811

Up $623,207 (+13%) from 2015

Liabilities

Up

$45,024,646

Up $5,643,813 (+14%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin92nd percentile

Revenue

Down

$3,747,454

Down $389,953 (-9.4%) from 2015

Expenses

Down

$2,093,044

Down $41,693 (-2.0%) from 2015

Net Income

Down

$1,654,410

Down $348,260 (-17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$80M$60M$40M$20M$0Assets 2011: $17,959,656Liabilities 2011: $16,268,971Net Assets 2011: $1,690,6852011Assets 2012: $27,760,622Liabilities 2012: $24,806,140Net Assets 2012: $2,954,4822012Assets 2013: $31,900,816Liabilities 2013: $28,176,073Net Assets 2013: $3,724,7432013Assets 2014: $35,649,089Liabilities 2014: $31,507,389Net Assets 2014: $4,141,7002014Assets 2015: $44,228,437Liabilities 2015: $39,380,833Net Assets 2015: $4,847,6042015Assets 2016: $50,495,457Liabilities 2016: $45,024,646Net Assets 2016: $5,470,8112016Assets 2017: $55,892,532Liabilities 2017: $49,056,327Net Assets 2017: $6,836,2052017Assets 2018: $59,196,410Liabilities 2018: $52,454,840Net Assets 2018: $6,741,5702018Assets 2019: $60,935,157Liabilities 2019: $53,028,887Net Assets 2019: $7,906,2702019Assets 2020: $68,286,678Liabilities 2020: $58,319,207Net Assets 2020: $9,967,4712020Assets 2021: $69,146,571Liabilities 2021: $58,327,306Net Assets 2021: $10,819,2652021Assets 2022: $75,938,646Liabilities 2022: $62,711,865Net Assets 2022: $13,226,7812022Assets 2023: $75,564,262Liabilities 2023: $61,970,002Net Assets 2023: $13,594,2602023Assets 2024: $75,396,838Liabilities 2024: $60,653,207Net Assets 2024: $14,743,6312024

Highlighted filing

2016

Assets$50,495,457
Liabilities$45,024,646
Net Assets$5,470,811
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$10M$5.0M$0Revenue 2011: $2,454,552Expenses 2011: $1,791,697Net Income 2011: $662,8552011Revenue 2012: $4,276,227Expenses 2012: $3,041,810Net Income 2012: $1,234,4172012Revenue 2013: $3,373,917Expenses 2013: $2,598,952Net Income 2013: $774,9652013Revenue 2014: $2,851,024Expenses 2014: $2,433,618Net Income 2014: $417,4062014Revenue 2015: $4,137,407Expenses 2015: $2,134,737Net Income 2015: $2,002,6702015Revenue 2016: $3,747,454Expenses 2016: $2,093,044Net Income 2016: $1,654,4102016Revenue 2017: $5,881,448Expenses 2017: $3,611,850Net Income 2017: $2,269,5982017Revenue 2018: $5,120,324Expenses 2018: $3,558,399Net Income 2018: $1,561,9252018Revenue 2019: $5,095,576Expenses 2019: $3,168,464Net Income 2019: $1,927,1122019Revenue 2020: $7,487,383Expenses 2020: $4,958,814Net Income 2020: $2,528,5692020Revenue 2021: $6,155,741Expenses 2021: $3,802,624Net Income 2021: $2,353,1172021Revenue 2022: $8,304,562Expenses 2022: $4,710,825Net Income 2022: $3,593,7372022Revenue 2023: $4,244,160Expenses 2023: $2,863,648Net Income 2023: $1,380,5122023Revenue 2024: $4,496,829Expenses 2024: $2,121,069Net Income 2024: $2,375,7602024

Highlighted filing

2016

Revenue$3,747,454
Expenses$2,093,044
Net Income$1,654,410
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$4,215,020
Mission and Program Overview

Mission

To provide spiritual, physical and humanitarian aid to those in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$42,402,521$48,020,128▲ $5,617,607
Cash and Non-Interest-Bearing Accounts$817,626$1,493,271▲ $675,645
Investments in Publicly Traded Securities$409,433$757,505▲ $348,072
Savings and Temporary Cash Investments$536,613$176,410▼ $360,203
Accounts Receivable$39,268$34,914▼ $4,354
Prepaid Expenses and Deferred Charges$19,093$10,329▼ $8,764
Land, Buildings, and Equipment, Net$2,188$1,205▼ $983
Total Assets$44,228,437$50,495,457▲ $6,267,020
Other Assets Total$1,695$1,695→ $0
Liabilities
Other Liabilities$39,310,318$45,001,083▲ $5,690,765
Accounts Payable and Accrued Expenses$70,515$23,563▼ $46,952
Total Liabilities$39,380,833$45,024,646▲ $5,643,813
Net Assets / Fund Balance
Unrestricted Net Assets$4,847,604$5,470,811▲ $623,207
Total Net Assets Fund Balance$4,847,604$5,470,811▲ $623,207
Total Liabilities and Net Assets / Fund Balance$44,228,437$50,495,457▲ $6,267,020

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$345$7,313$7,658
Equipment$860$5,817$6,677
Investment Program Related Org$48,020,128--
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James WolterPresidentFT$115,000$21,200$136,200
Nanette BeebeSecretary/treasurerFT$114,822$21,200$136,022

Board Members and Trustees

NameTitle
David BunkerBoard Member
Eugene Linkous JrBoard Member
Gregory WolterBoard Member
Jeffrey SwartzendruberBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Kevin ClarkReferral Fees217 N MAIN ST, Lake Placid, FL 33852$171,208
Revenue and Support

Revenue Composition

Contributions and Grants
$2,344,428
Program Service Revenue
$0
Investment Income
$1,318,723
Other Revenue
$84,303
All Other Contributions
$2,344,428
Change in Net Assets
$1,654,410

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table23$1,037,957Fair Market Value
Total Noncash Contributions23$1,037,957-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,747,454
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-43,679
Total Revenue per Audited Statements
$3,703,775
Total Revenue per Form 990
$3,747,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$851,492
Grants and Similar Amounts Paid$681,055
Salaries, Compensation, and Employee Benefits$560,497
Total Fundraising Expense$385,939
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$681,055--$681,055
Other Expenses-$467,640$155,880$623,520
Current Officers, Directors, Trustees, and Key Employees$95,278$81,667$95,278$272,223
Other Salaries and Wages$86,188$75,875$86,188$248,251
Advertising$553$61,487$21,446$83,486
Office Expenses$3,534$47,454$13,139$64,127
Fees for Services Accounting-$47,669-$47,669
Payroll Taxes$12,782$10,956$12,782$36,520
Occupancy-$30,643-$30,643
Other Employee Benefits$1,226$1,051$1,226$3,503
Fees for Services Legal-$1,064-$1,064
Depreciation Depletion-$983-$983
Total Functional Expenses$880,616$826,489$385,939$2,093,044

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,080,568
Expenses per Audited Statements$2,093,044
Total Expenses per Form 990$2,093,044
Expenses Not Reported on Form 990$987,524
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Feed America FirstFranklin, TN501(c)(3)Religious/humanitarian$80,000
Universtiy of Wisconsin FoundationMadison, WI501(c)(3)Religious/humanitarian$80,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Religious/humanitarian$34,715
Send Musicians to PrisonNashville, TN501(c)(3)Religious/humanitarian$31,800
Cathedral of St John BerchmansShreveport, LA501(c)(3)Religious/humanitarian$30,000
FREEDOM'S PROMISENashville, TN501(c)(3)Religious/humanitarian$30,000
Mercy MultipliedNashville, TN501(c)(3)Religious/humanitarian$30,000
DANITA'S CHILDRENOrlando, FL501(c)(3)Religious/humanitarian$27,000
Hope InternationalLancaster, PA501(c)(3)Religious/humanitarian$25,000
First Presbyterian Church of Sapulpa OkSapulpa, OK501(c)(3)Religious/humanitarian$19,000
Nccu Foundation IncDurham, NC501(c)(3)Religious/humanitarian$12,500
Highlands Co Board of Co CommissionersSebring, FL501(c)(3)Religious/humanitarian$10,500
Called to PrayKutztown, PA501(c)(3)Religious/humanitarian$10,000
Grace Brethren Church of LititzLititz, PA501(c)(3)Religious/humanitarian$10,000
North Fork Baptist ChurchShelbyville, TN501(c)(3)Religious/humanitarian$10,000
Word of Grace ChurchWarren, MI501(c)(3)Religious/humanitarian$10,000
Oak Level Baptist ChurchRocky Mount, NC501(c)(3)Religious/humanitarian$9,500
Full Gospel Fellowship of ChurchesTrophy Club, TX501(c)(3)Religious/humanitarian$9,000
Missouri Valley Christian AcademyYankton, SD501(c)(3)Religious/humanitarian$8,000
Covina United Methodist ChurchCovina, CA501(c)(3)Religious/humanitarian$7,850
Disabled Veterans National FoundationWashington, DC501(c)(3)Religious/humanitarian$7,250
State University of Iowa FoundationIowa City, IA501(c)(3)Religious/humanitarian$6,600
Focused Living MnistriesColumbia, SC501(c)(3)Religious/humanitarian$6,500
National Multiple Sclerosis Society NjWoodbridge, NJ501(c)(3)Religious/humanitarian$6,500
The Compassionate Care Hospice FoundationNewark, DE501(c)(3)Religious/humanitarian$6,500
Meharry Medical CollegeNashville, TN501(c)(3)Religious/humanitarian$6,310
Donelson Christian AcademyNashville, TN501(c)(3)Religious/humanitarian$6,000
Mason D Smoak FoundationLake Placid, FL501(c)(3)Religious/humanitarian$5,700
The Church of the WaySebring, FL501(c)(3)Religious/humanitarian$5,630
Alive HospiceNashville, TN501(c)(3)Religious/humanitarian$5,000
Owego Nazarene ChurchOwego, NY501(c)(3)Religious/humanitarian$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations (legacyplan Liabilities)$45,001,083
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 A, Line 2

“James wolter has a family relationship with greg wolter and jeff swartzebdruber.”

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

“The form 990 is prepared by the foundation's accountants. It is then reviewed by management and the board prior to filing.”

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

“The foundation requires the board of directors to disclose annually any interests that could give rise to conflicts.”

Form 990, Part VI, Section B, Line 15

“Compensation for all officers, management and employees are approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Legacytree Foundation
EIN
73-1556664
Phone
6154688048
Address
1600 WESTGATE CIRCLE NO 200, BRENTWOOD, TN 37027

Signing Officer

Name
James Wolter
Title
President
Phone
6154688048
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Wolter
Formed
1999
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
4
Employees
8
Volunteers
0

Preparer

Firm
Kraftcpas Pllc
Address
555 GREAT CIRCLE ROAD, NASHVILLE, TN 37228
Preparer
Frances E Leahy
Phone
6152427351
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in pv of annuity obligations (legacyplan liabilities) -987,524.”

Financial Statement Notes

PART X, LINE 2:

“Management performs an evaluation of all income tax positions taken or expected to be taken in the course of preparing the organization's income tax returns to determine whether the income tax positions meet a "more likely than not" standard of being sustained under examination by the applicable taxing authorities. Management has performed its evaluation of all income tax positions taken on all open income tax returns and has determined that there were no positions taken that do not meet the "more likely than not" standard. Accordingly, there are no provisions for income taxes, penalties or interest receivable or payable relating to uncertain income tax positions in the accompanying consolidated financial statements.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in pv of annuity obligations (legacyplan liabilities) 987,524.”

Part I

“The organization began to offer donor advised funds during 2016. Only one fund was opened in 2016.”

Raw XML AppendixShowing 400 of 776 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/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt042402521
IRS990/InvestmentsProgramRelatedGrp/EOYAmt048020128
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0409433
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0757505
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013130
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02188
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01205
IRS990/LandBldgEquipCostOrOtherBssAmt014335
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0467566
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SPIRITUAL, PHYSICAL AND HUMANITARIAN AID TO THOSE IN NEED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04847604
IRS990/NetAssetsOrFundBalancesEOYAmt05470811
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16371
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16371
IRS990/NetUnrelatedBusTxblIncmAmt0-13016
IRS990/NetUnrlzdGainsLossesInvstAmt0-43679
IRS990/NoncashContributionsAmt01037957
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt030643
IRS990/OccupancyGrp/TotalAmt030643
IRS990/OfficeExpensesGrp/FundraisingAmt013139
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt047454
IRS990/OfficeExpensesGrp/ProgramServicesAmt03534
IRS990/OfficeExpensesGrp/TotalAmt064127
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01695
IRS990/OtherAssetsTotalGrp/EOYAmt01695
IRS990/OtherChangesInNetAssetsAmt0-987524
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01226
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01051
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01226
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03503
IRS990/OtherExpensesGrp/Desc0REFERRAL FEES
IRS990/OtherExpensesGrp/FundraisingAmt0155880
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0467640
IRS990/OtherExpensesGrp/TotalAmt0623520
IRS990/OtherLiabilitiesGrp/BOYAmt039310318
IRS990/OtherLiabilitiesGrp/EOYAmt045001083
IRS990/OtherRevenueMiscGrp/BusinessCd0524298
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE COMMISSIONS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt065
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt084238
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt165
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt084238
IRS990/OtherRevenueTotalAmt084303
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt086188
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075875
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt086188
IRS990/OtherSalariesAndWagesGrp/TotalAmt0248251
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012782
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010956
IRS990/PayrollTaxesGrp/ProgramServicesAmt012782
IRS990/PayrollTaxesGrp/TotalAmt036520
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019093
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010329
IRS990/PrincipalOfficerNm0JAMES WOLTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02734887
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0602034
IRS990/PYInvestmentIncomeAmt01121034
IRS990/PYOtherExpensesAmt0969043
IRS990/PYOtherRevenueAmt0281486
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02002670
IRS990/PYSalariesCompEmpBnftPaidAmt0563660
IRS990/PYTotalExpensesAmt02134737
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04137407
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01654410
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt01335159
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0536613
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0176410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02344428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02734887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01210719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02122162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03514364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011926560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01335094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01114407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0998145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0836192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0573041
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04856879
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71060
IRS990ScheduleA/PublicSupportPY170Pct00.76090
IRS990ScheduleA/PublicSupportTotal170Amt011926560
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02344428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02734887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01210719
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02122162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03514364
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011926560
IRS990ScheduleA/TotalSupportAmt016783439
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/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0179179
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0179107
IRS990ScheduleD/EquipmentGrp/BookValueAmt0860
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05817
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06677
IRS990ScheduleD/ExpensesNotReportedAmt0987524
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02093044
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt048020128
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0ANNUITIES HELD
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-43679
IRS990ScheduleD/OtherExpensesIncludedAmt0987524
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0345
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07313
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07658
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt045001083
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES)
IRS990ScheduleD/RevenueNotReportedAmt0-43679
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03747454
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN PV OF ANNUITY OBLIGATIONS (LEGACYPLAN LIABILITIES) 987,524.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION BEGAN TO OFFER DONOR ADVISED FUNDS DURING 2016. ONLY ONE FUND WAS OPENED IN 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01205
IRS990ScheduleD/TotalBookValueProgramRltdAmt048020128
IRS990ScheduleD/TotalExpensesPerForm990Amt02093044
IRS990ScheduleD/TotalLiabilityAmt045001083
IRS990ScheduleD/TotalRevenuePerForm990Amt03747454
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03703775
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03080568
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt37850
IRS990ScheduleI/RecipientTable/CashGrantAmt427000
IRS990ScheduleI/RecipientTable/CashGrantAmt57250
IRS990ScheduleI/RecipientTable/CashGrantAmt66000
IRS990ScheduleI/RecipientTable/CashGrantAmt780000
IRS990ScheduleI/RecipientTable/CashGrantAmt819000
IRS990ScheduleI/RecipientTable/CashGrantAmt96500
IRS990ScheduleI/RecipientTable/CashGrantAmt1030000
IRS990ScheduleI/RecipientTable/CashGrantAmt119000
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1310500
IRS990ScheduleI/RecipientTable/CashGrantAmt1425000
IRS990ScheduleI/RecipientTable/CashGrantAmt155700
IRS990ScheduleI/RecipientTable/CashGrantAmt166310
IRS990ScheduleI/RecipientTable/CashGrantAmt1730000
IRS990ScheduleI/RecipientTable/CashGrantAmt188000
IRS990ScheduleI/RecipientTable/CashGrantAmt196500
IRS990ScheduleI/RecipientTable/CashGrantAmt2012500
IRS990ScheduleI/RecipientTable/CashGrantAmt2110000
IRS990ScheduleI/RecipientTable/CashGrantAmt229500
IRS990ScheduleI/RecipientTable/CashGrantAmt235000
IRS990ScheduleI/RecipientTable/CashGrantAmt2431800
IRS990ScheduleI/RecipientTable/CashGrantAmt2534715
IRS990ScheduleI/RecipientTable/CashGrantAmt266600
IRS990ScheduleI/RecipientTable/CashGrantAmt275630
IRS990ScheduleI/RecipientTable/CashGrantAmt286500
IRS990ScheduleI/RecipientTable/CashGrantAmt2980000
IRS990ScheduleI/RecipientTable/CashGrantAmt3010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501(C)(3)

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,495,457
Liabilities
$45,024,646
Net assets
$5,470,811
Revenue
$3,747,454
Expenses
$2,093,044
Net income
$1,654,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.4$60.7$14.7$4.50$2.12$2.38
2023Summary only. Only limited summary data is available for this year.$75.6$62.0$13.6$4.24$2.86$1.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.9$62.7$13.2$8.30$4.71$3.59
2021Summary only. Only limited summary data is available for this year.$69.1$58.3$10.8$6.16$3.80$2.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.3$58.3$9.97$7.49$4.96$2.53
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.9$53.0$7.91$5.10$3.17$1.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.2$52.5$6.74$5.12$3.56$1.56
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.9$49.1$6.84$5.88$3.61$2.27
2016Detailed filing. Detailed filing data is available for this year.$50.5$45.0$5.47$3.75$2.09$1.65
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.2$39.4$4.85$4.14$2.13$2.00
2014Detailed filing. Detailed filing data is available for this year.$35.6$31.5$4.14$2.85$2.43$0.42
2013Detailed filing. Detailed filing data is available for this year.$31.9$28.2$3.72$3.37$2.60$0.77
2012Summary only. Only limited summary data is available for this year.$27.8$24.8$2.95$4.28$3.04$1.23
2011Summary only. Only limited summary data is available for this year.$18.0$16.3$1.69$2.45$1.79$0.66