Civic Intelligence

Saint Simeon'S Episcopal Home Foundation

990 • Fiscal year 2016 • EIN 73-1615760

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

3701 N Martin Luther King Jr BlvdTulsa, OK 74106

(918) 794-1909

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$109,369

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

86th percentile

24%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

127%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,746,908

Up $1,100,003 (+24%) from 2015

Net Assets

Up

$5,695,975

Up $1,100,349 (+24%) from 2015

Liabilities

Down

$50,933

Down $346 (-0.7%) from 2015

Revenue

Up

$1,853,702

Up $1,036,756 (+127%) from 2015

Expenses

Down

$1,005,221

Down $116,082 (-10%) from 2015

Net Income

Up

$848,481

Up $1,152,838 (+379%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $4,702,030Liabilities 2010: $1,545,899Net Assets 2010: $3,156,1312010Assets 2011: $2,498,011Liabilities 2011: $123,435Net Assets 2011: $2,374,5762011Assets 2012: $4,544,414Liabilities 2012: -$77,751Net Assets 2012: $4,622,1652012Assets 2013: $6,723,723Liabilities 2013: $51,449Net Assets 2013: $6,672,2742013Assets 2014: $5,165,394Liabilities 2014: $63,569Net Assets 2014: $5,101,8252014Assets 2015: $4,646,905Liabilities 2015: $51,279Net Assets 2015: $4,595,6262015Assets 2016: $5,746,908Liabilities 2016: $50,933Net Assets 2016: $5,695,9752016Assets 2017: $5,771,189Liabilities 2017: $103,365Net Assets 2017: $5,667,8242017Assets 2018: $4,717,755Liabilities 2018: $32,711Net Assets 2018: $4,685,0442018Assets 2019: $5,341,381Liabilities 2019: $38,100Net Assets 2019: $5,303,2812019Assets 2020: $6,368,543Liabilities 2020: $45,526Net Assets 2020: $6,323,0172020Assets 2021: $5,349,711Liabilities 2021: $43,569Net Assets 2021: $5,306,1422021Assets 2022: $3,701,437Liabilities 2022: $125,622Net Assets 2022: $3,575,8152022Assets 2023: $3,989,060Liabilities 2023: $84,711Net Assets 2023: $3,904,3492023Assets 2024: $4,368,968Liabilities 2024: $52,351Net Assets 2024: $4,316,6172024

Highlighted filing

2016

Assets$5,746,908
Liabilities$50,933
Net Assets$5,695,975

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,220,4712010Revenue 2011: $2,071,738Expenses 2011: $2,814,394Net Income 2011: -$742,6562011Expenses 2012: $583,9812012Revenue 2013: $3,435,733Expenses 2013: $1,448,797Net Income 2013: $1,986,9362013Revenue 2014: $1,426,760Expenses 2014: $2,878,665Net Income 2014: -$1,451,9052014Revenue 2015: $816,946Expenses 2015: $1,121,303Net Income 2015: -$304,3572015Revenue 2016: $1,853,702Expenses 2016: $1,005,221Net Income 2016: $848,4812016Revenue 2017: $985,035Expenses 2017: $1,456,374Net Income 2017: -$471,3392017Revenue 2018: $890,396Expenses 2018: $1,400,875Net Income 2018: -$510,4792018Revenue 2019: $1,654,293Expenses 2019: $1,003,835Net Income 2019: $650,4582019Revenue 2020: $1,343,476Expenses 2020: $800,708Net Income 2020: $542,7682020Revenue 2021: $1,524,413Expenses 2021: $2,721,357Net Income 2021: -$1,196,9442021Revenue 2022: $1,406,069Expenses 2022: $2,295,241Net Income 2022: -$889,1722022Revenue 2023: $1,278,251Expenses 2023: $1,246,632Net Income 2023: $31,6192023Revenue 2024: $1,642,148Expenses 2024: $1,499,688Net Income 2024: $142,4602024

Highlighted filing

2016

Revenue$1,853,702
Expenses$1,005,221
Net Income$848,481
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$2,032,440
Mission and Program Overview

Mission

To enhance through philanthropy and stewardship the physical, social, and spiritual well-being of the residents of saint simeon's and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,088,958$4,446,626▲ $357,668
Pledges and Grants Receivable$184,208$674,107▲ $489,899
Cash and Non-Interest-Bearing Accounts$361,668$602,453▲ $240,785
Land, Buildings, and Equipment, Net$7,783$18,281▲ $10,498
Prepaid Expenses and Deferred Charges$4,288$5,441▲ $1,153
Total Assets$4,646,905$5,746,908▲ $1,100,003
Liabilities
Accounts Payable and Accrued Expenses$51,279$50,933▼ $346
Total Liabilities$51,279$50,933▼ $346
Net Assets / Fund Balance
Unrestricted Net Assets$1,848,289$2,348,589▲ $500,300
Permanently Rstr Net Assets$1,801,420$1,811,420▲ $10,000
Temporarily Rstr Net Assets$945,917$1,535,966▲ $590,049
Total Net Assets Fund Balance$4,595,626$5,695,975▲ $1,100,349
Total Liabilities and Net Assets / Fund Balance$4,646,905$5,746,908▲ $1,100,003

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,281$7,243$25,524

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,080,445$10,000▲ $117,376-$2,120,443
2015$1,895,153$258,681▼ $11,081-$2,080,445
2014$1,848,374-▲ $85,950-$1,895,153
2013$262,464$1,417,739▲ $168,171-$1,848,374
2012$247,093$5,276▲ $20,443$10,348$262,464
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn BlairExecutive DirectorFT$103,297$6,072$109,369

Board Members and Trustees

NameTitle
Edward J KoniecznyChairman
Marcia MacleodFinance Chair
John BarkerNominating Chair
David O HoganVP and Fundraising Chair
William FarriorPresident
Caron LawhornTrustee
George DotsonTrustee
John C PowersTrustee
Margaret SwimmerTrustee
Marilyn MorrisTrustee
Mary Ann HilleTrustee
Phyllis DotsonTrustee
Robert W MerrifieldTrustee
William S SmithTrustee
Anthony S JezekSecretary
David L YorkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,857,658
Program Service Revenue
$0
Investment Income
$3,184
Other Revenue
$-7,140
All Other Contributions
$1,489,285
Change in Net Assets
$848,481

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 Table76$74,079Donor Declaration
Total Noncash Contributions76$74,079-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,677,579
Revenue Not Reported on Financial Statements
$176,123
Revenue Not Reported on Form 990
$355,837
Other Revenue Adjustments
$176,123
Total Revenue per Audited Statements
$2,033,416
Total Revenue per Form 990
$1,853,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$555,515
Other Expenses$273,815
Total Fundraising Expense$247,969
Salaries, Compensation, and Employee Benefits$175,891
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$555,515--$555,515
Other Salaries and Wages--$156,326$156,326
Other Expenses$88,704-$72,078$72,078
Office Expenses-$46,334-$46,334
Fees for Services Other-$25,461-$25,461
Fees for Service Investment Mgmnt Fees-$20,006-$20,006
Information Technology-$14,322-$14,322
Payroll Taxes--$11,679$11,679
Pension Plan Contributions--$6,522$6,522
Advertising-$2,954-$2,954
Fees for Services Accounting-$2,600-$2,600
Other Employee Benefits--$1,364$1,364
Depreciation Depletion-$1,280-$1,280
Travel-$76-$76
Total Functional Expenses$644,219$113,033$247,969$1,005,221

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,005,221
Total Expenses per Audited Statements$933,067
Expenses per Audited Statements$829,098
Expenses Not Reported on Financial Statements$176,123
Other Expense Adjustments$176,123
Expenses Not Reported on Form 990$103,969
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST SIMEON'S EPISCOPAL HOME INCTulsa, OK501(c)(3)TO PROMOTE AND FOSTER CHARITABLE, BENEVOLENT, RELIGIOUS, EDUCATIONAL, AND CULTURAL INTERESTS BY ACTING AS A SUPPORTING ORGANIZATION FOR ST. SIMEON'S EPISCOPAL HOME, INC.$555,515
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$103,969
Fundraising Gross Income$96,829
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Western Days$465,202$96,829$35,597$61,232
Total Events$465,202$96,829$103,969$-7,140
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
Yes
Audit committee
Yes
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

Trustees george dotson and phyllis dotson are married.

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

Form 990 is reviewed in detail by the executive director and director of finance. A copy of the form 990 is sent to all board memebers. The form is then sent to the internal revenue service.

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

Senior management and the board of trustees sign a conflict of interest form annually, which is reviewed to ensure that no conflicts arise.

Form 990, Part VI, Section B, Line 15

Compensation for the executive director is evaluated annually by the board of trustees.

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
SAINT SIMEON'S EPISCOPAL HOME FOUNDATION
EIN
73-1615760
Phone
9187941909
Address
3701 N MARTIN LUTHER KING JR BLVD, TULSA, OK 74106

Signing Officer

Name
Carolyn Blair
Title
Executive Director
Phone
9187941909
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Blair
Formed
2001
Legal Domicile
Ok
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
150

Preparer

Firm
Eide Bailly Llp
Address
810 S CINCINNATI AVE STE 600, TULSA, OK 74119-1623
Preparer
Chandra Foster
Phone
9187485000
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Employee education, employee christmas gifts, employee recognition awards and general operations.

PART X, LINE 2:

The foundation is organized as a nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in section 501(c)(3), qualifies for the charitable contribution deduction under sections 170(b)(1)(a)(vi) and (viii), and has been determined not to be a private foundation under sections 509(a)(1) and (3). The entity is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the foundation is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. We have determined that the foundation is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. We believe that the foundation has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. The foundation is subjected to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in process.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraiser direct expense allocation 103,969.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of direct benefits to donors 176,123.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraiser direct expense allocation 103,969.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Cost of direct benefits to donors 176,123.

Raw XML AppendixShowing 400 of 599 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16103297
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP AND FUNDRAISING CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6NOMINATING CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0368373
IRS990/FundraisingDirectExpensesAmt0103969
IRS990/FundraisingGrossIncomeAmt096829
IRS990/GainOrLossGrp/SecuritiesAmt0-74769
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0555515
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0555515
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0555515
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02032440
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014322
IRS990/InformationTechnologyGrp/TotalAmt014322
IRS990/InvestmentIncomeGrp/ExclusionAmt077953
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt077953
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04088958
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04446626
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07243
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07783
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018281
IRS990/LandBldgEquipCostOrOtherBssAmt025524
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt074769
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENHANCE THROUGH PHILANTHROPY AND STEWARDSHIP THE PHYSICAL, SOCIAL, AND SPIRITUAL WELL-BEING OF THE RESIDENTS OF SAINT SIMEON'S AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04595626
IRS990/NetAssetsOrFundBalancesEOYAmt05695975
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-74769
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-74769
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-7140
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-7140
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0251868
IRS990/NoncashContributionsAmt074079
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt046334
IRS990/OfficeExpensesGrp/TotalAmt046334
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01364
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01364
IRS990/OtherExpensesGrp/Desc0GENERAL PROGRAM SERVICE
IRS990/OtherExpensesGrp/Desc1OTHER FUNDRAISING EXPEN
IRS990/OtherExpensesGrp/FundraisingAmt072078
IRS990/OtherExpensesGrp/ProgramServicesAmt088704
IRS990/OtherExpensesGrp/TotalAmt088704
IRS990/OtherExpensesGrp/TotalAmt172078
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0156326
IRS990/OtherSalariesAndWagesGrp/TotalAmt0156326
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011679
IRS990/PayrollTaxesGrp/TotalAmt011679
IRS990/PensionPlanContributionsGrp/FundraisingAmt06522
IRS990/PensionPlanContributionsGrp/TotalAmt06522
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01801420
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01811420
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0184208
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0674107
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04288
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05441
IRS990/PrincipalOfficerNm0CAROLYN BLAIR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0725459
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0825154
IRS990/PYInvestmentIncomeAmt0188623
IRS990/PYOtherExpensesAmt0106548
IRS990/PYOtherRevenueAmt0-97136
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-304357
IRS990/PYSalariesCompEmpBnftPaidAmt0189601
IRS990/PYTotalExpensesAmt01121303
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0816946
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0848481
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01857658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0749959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01236816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03505692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02885565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010235690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt077953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt073225
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt067049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026717
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0510
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0245454
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt096829
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0575172
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0561714
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0591350
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01825065
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59260
IRS990ScheduleA/PublicSupportPY170Pct00.57130
IRS990ScheduleA/PublicSupportTotal170Amt07292109
IRS990ScheduleA/SubstantialContributorsTotAmt02943581
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01857658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0749959
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01236816
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03505692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02885565
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010235690
IRS990ScheduleA/TotalSupportAmt012306209
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.07040
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02080445
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02120443
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt087378
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0117376
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01895153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0258681
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02080445
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt062308
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-11081
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01848374
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01895153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt039171
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt085950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0262464
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01417739
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01848374
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0168171
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0247093
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt05276
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0262464
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020443
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt010348
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt018281
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07243
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025524
IRS990ScheduleD/ExpensesNotReportedAmt0103969
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0176123
IRS990ScheduleD/ExpensesSubtotalAmt0829098
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0251868
IRS990ScheduleD/OtherExpensesIncludedAmt0103969
IRS990ScheduleD/OtherExpensesNotIncludedAmt0176123
IRS990ScheduleD/OtherRevenueAmt0103969

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.05$4.32$1.64$1.50$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.08$3.90$1.28$1.25$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.70$0.13$3.58$1.41$2.30$0.89
2021Detailed filing. Detailed filing data is available for this year.$5.35$0.04$5.31$1.52$2.72$1.20
2020Detailed filing. Detailed filing data is available for this year.$6.37$0.05$6.32$1.34$0.80$0.54
2019Detailed filing. Detailed filing data is available for this year.$5.34$0.04$5.30$1.65$1.00$0.65
2018Detailed filing. Detailed filing data is available for this year.$4.72$0.03$4.69$0.89$1.40$0.51
2017Detailed filing. Detailed filing data is available for this year.$5.77$0.10$5.67$0.99$1.46$0.47
2016Detailed filing. Detailed filing data is available for this year.$5.75$0.05$5.70$1.85$1.01$0.85
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.05$4.60$0.82$1.12$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.17$0.06$5.10$1.43$2.88$1.45
2013Detailed filing. Detailed filing data is available for this year.$6.72$0.05$6.67$3.44$1.45$1.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.08$4.62$0.58
2011Summary only. Only limited summary data is available for this year.$2.50$0.12$2.37$2.07$2.81$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$1.55$3.16$1.22