Civic Intelligence

Tulsa Scottish Rite Charitable & Educational Foundation

990 • Fiscal year 2016 • EIN 73-6094994

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 05, 2017

Organization ProfileTULSASCOTTISHRITE.ORG
9525H East 51st StTulsa, OK 74145-9059

(918) 622-7760

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.04x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

41st percentile

-0.1%

Higher net margin than 41% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

55th percentile

$72,548

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

34th percentile

-2.2%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$4,237,032

Down $95,501 (-2.2%) from 2015

Net Assets

Down

$4,223,027

Down $102,955 (-2.4%) from 2015

Liabilities

Up

$14,005

Up $7,454 (+114%) from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin41st percentile

Revenue

Down

$312,621

Down $68,575 (-18%) from 2015

Expenses

Up

$312,858

Up $17,644 (+6.0%) from 2015

Net Income

Down

-$237

Down $86,219 (-100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,101,264Liabilities 2010: $1,249Net Assets 2010: $4,100,0152010Assets 2011: $4,208,282Liabilities 2011: $141Net Assets 2011: $4,208,1412011Assets 2012: $4,120,171Liabilities 2012: $0Net Assets 2012: $4,120,1712012Assets 2013: $4,247,039Liabilities 2013: $0Net Assets 2013: $4,247,0392013Assets 2014: $4,549,988Liabilities 2014: $0Net Assets 2014: $4,549,9882014Assets 2015: $4,332,533Liabilities 2015: $6,551Net Assets 2015: $4,325,9822015Assets 2016: $4,237,032Liabilities 2016: $14,005Net Assets 2016: $4,223,0272016Assets 2017: $4,386,865Liabilities 2017: $320Net Assets 2017: $4,386,5452017Assets 2018: $3,992,628Liabilities 2018: $0Net Assets 2018: $3,992,6282018Assets 2019: $4,413,340Liabilities 2019: $0Net Assets 2019: $4,413,3402019Assets 2020: $4,854,484Liabilities 2020: $532,979Net Assets 2020: $4,321,5052020Assets 2021: $4,725,144Liabilities 2021: $521,681Net Assets 2021: $4,203,4632021Assets 2022: $3,411,703Liabilities 2022: $516,555Net Assets 2022: $2,895,1482022Assets 2023: $3,421,268Liabilities 2023: $499,891Net Assets 2023: $2,921,3772023Assets 2024: $3,479,256Liabilities 2024: $500,211Net Assets 2024: $2,979,0452024

Highlighted filing

2016

Assets$4,237,032
Liabilities$14,005
Net Assets$4,223,027
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $308,1222010Expenses 2011: $306,2722011Revenue 2012: $394,245Expenses 2012: $311,544Net Income 2012: $82,7012012Revenue 2013: $432,886Expenses 2013: $288,986Net Income 2013: $143,9002013Revenue 2014: $451,927Expenses 2014: $287,263Net Income 2014: $164,6642014Revenue 2015: $381,196Expenses 2015: $295,214Net Income 2015: $85,9822015Revenue 2016: $312,621Expenses 2016: $312,858Net Income 2016: -$2372016Revenue 2017: $378,538Expenses 2017: $304,582Net Income 2017: $73,9562017Revenue 2018: $248,847Expenses 2018: $247,929Net Income 2018: $9182018Revenue 2019: $739,676Expenses 2019: $172,438Net Income 2019: $567,2382019Revenue 2020: $201,918Expenses 2020: $184,185Net Income 2020: $17,7332020Revenue 2021: $545,718Expenses 2021: $231,157Net Income 2021: $314,5612021Revenue 2022: $160,098Expenses 2022: $240,972Net Income 2022: -$80,8742022Revenue 2023: $157,588Expenses 2023: $248,170Net Income 2023: -$90,5822023Revenue 2024: $128,424Expenses 2024: $283,908Net Income 2024: -$155,4842024

Highlighted filing

2016

Revenue$312,621
Expenses$312,858
Net Income-$237
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 5, 2017
Return Version
2016v3.0
Gross Receipts
$934,941
Mission and Program Overview

Mission

Supports and operates the childhood language clinic.

Educational and charitable purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,151,223$3,896,365▼ $254,858
Savings and Temporary Cash Investments$108,487$260,607▲ $152,120
Cash and Non-Interest-Bearing Accounts$17,102$59,119▲ $42,017
Land, Buildings, and Equipment, Net$20,582$16,217▼ $4,365
Accounts Receivable$32,487$1,506▼ $30,981
Prepaid Expenses and Deferred Charges-$566-
Total Assets$4,332,533$4,237,032▼ $95,501
Other Assets Total$2,652$2,652→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,551$14,005▲ $7,454
Total Liabilities$6,551$14,005▲ $7,454
Net Assets / Fund Balance
Unrestricted Net Assets$4,321,082$4,218,027▼ $103,055
Temporarily Rstr Net Assets$4,900$5,000▲ $100
Total Net Assets Fund Balance$4,325,982$4,223,027▼ $102,955
Total Liabilities and Net Assets / Fund Balance$4,332,533$4,237,032▼ $95,501

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,108$92,983$106,091
Leasehold Improvements$3,109$4,599$7,708

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,940,944-▲ $55,734-$3,996,678
2015$4,069,928$1,465▼ $130,449-$3,940,944
2014$3,793,602$4,253▲ $272,073-$4,069,928
2013$3,594,936$6,085▲ $192,581-$3,793,602
2012$3,695,103$12,738▼ $112,905-$3,594,936
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Matthew CargillSecretaryFT$72,548$72,548

Board Members and Trustees

NameTitle
Michael D MaxeyPresident
David a CarpenterVice President
Donald H StantonTrustee
Gary a DavisTrustee
James R TaylorTrustee
Joe a WilliamsTrustee
John D RichardsonTrustee
Marvin E FletcherTrustee
Richard D SewellTrustee
Richard L HargraveTrustee
Robert E LandTrustee
Robert FullerTrustee
Robert W McleodTrustee
Joe R Manning JrSgig in Oklahoma
Stephen M SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,144
Program Service Revenue
$0
Investment Income
$247,477
Other Revenue
$0
All Other Contributions
$65,144
Change in Net Assets
$-237

Audited Revenue Reconciliation

Revenue per Audited Statements
$312,621
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-102,718
Total Revenue per Audited Statements
$209,903
Total Revenue per Form 990
$312,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$166,012
Other Expenses$146,846
Total Fundraising Expense$8,388
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$141,335--$141,335
Occupancy$34,000--$34,000
Fees for Service Investment Mgmnt Fees-$18,022-$18,022
All Other Expenses$10,389$2,000$2,061$14,450
Payroll Taxes$11,137--$11,137
Other Employee Benefits$8,009--$8,009
Fees for Services Accounting-$7,332-$7,332
Office Expenses$5,387-$145$5,532
Pension Plan Contributions$5,531--$5,531
Depreciation Depletion-$3,841$524$4,365
Other Expenses$930$2,711$498$4,139
Conferences and Meetings$2,583--$2,583
Information Technology$593--$593
Total Functional Expenses$229,305$75,165$8,388$312,858

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$312,858
Total Expenses per Audited Statements$312,858
Total Expenses per Form 990$312,858
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The foundation does not have any committees authorized to act on behalf of the trustees of the foundation.”

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

“The trustees review the return before filing the return.”

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

“Annually the trustees of the foundation are to review the conflict of interest statement and determine if there are any conflicts that should be noted.”

Form 990, Part VI, Section C, Line 19

“All governing documents are available for public inspection at the foundation's office upon request.”

Filing and Contact Details

Filer

Filer Name
Tulsa Scottish Rite Charitable and
EIN
73-6094994
Phone
9186227760
Address
9525H EAST 51ST ST, TULSA, OK 74145-9059

Signing Officer

Name
Matthew T Cargill
Title
Secretary
Phone
9186227760
Signed
2017-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew T Cargill
Formed
1959
Legal Domicile
Ok
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Engelbach Roberts & Co Pllc
Address
4000 CLASSEN CTR STE 100C, OKLAHOMA CITY, OK 73118
Preparer
Dennis D Galyon
Phone
4055284000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation evaluates and accounts for their uncertain tax positions, if any, in accordance with u.s. Generally accepted accounting principles including the foundation's tax position as a tax-exempt not-for-profit entity. Through the foundation's evaluation of its uncertain tax positions, management has determined no uncertain tax positions exist as of december 31,2016 and 2015, which would require the foundation to record a liability for the uncertain tax positions in its financial statements. The foundation's exempt returns for the years ended before december 31, 2013 are no longer subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 538 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/InvestmentsPubTradedSecGrp/BOYAmt04151223
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03896365
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097582
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020582
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016217
IRS990/LandBldgEquipCostOrOtherBssAmt0113799
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0622320
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORTS AND OPERATES THE CHILDHOOD LANGUAGE CLINIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04325982
IRS990/NetAssetsOrFundBalancesEOYAmt04223027
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt066681
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt066681
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-102718
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt034000
IRS990/OccupancyGrp/TotalAmt034000
IRS990/OfficeExpensesGrp/FundraisingAmt0145
IRS990/OfficeExpensesGrp/ProgramServicesAmt05387
IRS990/OfficeExpensesGrp/TotalAmt05532
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02652
IRS990/OtherAssetsTotalGrp/EOYAmt02652
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08009
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08009
IRS990/OtherExpensesGrp/Desc0ADMIN FEES AND GEN INS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2CONSULTANT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt05160
IRS990/OtherExpensesGrp/FundraisingAmt1498
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039589
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11670
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22711
IRS990/OtherExpensesGrp/ProgramServicesAmt0162
IRS990/OtherExpensesGrp/ProgramServicesAmt15023
IRS990/OtherExpensesGrp/ProgramServicesAmt24226
IRS990/OtherExpensesGrp/ProgramServicesAmt3930
IRS990/OtherExpensesGrp/TotalAmt044911
IRS990/OtherExpensesGrp/TotalAmt16693
IRS990/OtherExpensesGrp/TotalAmt24226
IRS990/OtherExpensesGrp/TotalAmt34139
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0141335
IRS990/OtherSalariesAndWagesGrp/TotalAmt0141335
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt011137
IRS990/PayrollTaxesGrp/TotalAmt011137
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05531
IRS990/PensionPlanContributionsGrp/TotalAmt05531
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0566
IRS990/PrincipalOfficerNm0MATTHEW T CARGILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt073221
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0307940
IRS990/PYOtherExpensesAmt0143224
IRS990/PYOtherRevenueAmt035
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt085982
IRS990/PYSalariesCompEmpBnftPaidAmt0151990
IRS990/PYTotalExpensesAmt0295214
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0381196
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-237
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0108487
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0260607
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,270 MEMBERS OF THE TULSA SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICITS CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION OPERATES A CHILDHOOD LANGUAGE CLINIC FOR THE HEARING IMPAIRED AT ITS TULSA FACILITY. FOR THE YEAR ENDED DECEMBER 31, 2016, THE TOTAL NUMBER OF CHILDREN SEEN THROUGH THE CLINIC'S SCREENING PROGRAM WAS 147.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt073221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0308370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0180796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0230506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0195663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0188813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0208337
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01004115
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02155
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02190
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.22410
IRS990ScheduleA/PublicSupportPY170Pct00.19810
IRS990ScheduleA/PublicSupportTotal170Amt0294664
IRS990ScheduleA/SubstantialContributorsTotAmt013706
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt073221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060062
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0308370
IRS990ScheduleA/TotalSupportAmt01314675
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03940944
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03996678
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt055734
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04069928
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01465
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03940944
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-130449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03793602
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04253
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04069928
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272073
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03594936
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06085
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03793602
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0192581
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03695103
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt012738
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03594936
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-112905
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt013108
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092983
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106091
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0312858
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03109
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04599
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07708
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-102718
IRS990ScheduleD/RevenueNotReportedAmt0-102718
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0312621
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION EVALUATES AND ACCOUNTS FOR THEIR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES INCLUDING THE FOUNDATION'S TAX POSITION AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. THROUGH THE FOUNDATION'S EVALUATION OF ITS UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31,2016 AND 2015, WHICH WOULD REQUIRE THE FOUNDATION TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. THE FOUNDATION'S EXEMPT RETURNS FOR THE YEARS ENDED BEFORE DECEMBER 31, 2013 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016217
IRS990ScheduleD/TotalExpensesPerForm990Amt0312858
IRS990ScheduleD/TotalRevenuePerForm990Amt0312621
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0209903
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0312858
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT HAVE ANY COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE TRUSTEES OF THE FOUNDATION.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,237,032
Liabilities
$14,005
Net assets
$4,223,027
Revenue
$312,621
Expenses
$312,858
Net income
-$237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.50$2.98$0.13$0.28$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.50$2.92$0.16$0.25$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.52$2.90$0.16$0.24$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.52$4.20$0.55$0.23$0.31
2020Detailed filing. Detailed filing data is available for this year.$4.85$0.53$4.32$0.20$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.74$0.17$0.57
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.25$0.25$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.38$0.30$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.24$0.01$4.22$0.31$0.31$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.01$4.33$0.38$0.30$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.45$0.29$0.16
2013Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.43$0.29$0.14
2012Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.39$0.31$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$0.00$4.21$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.00$4.10$0.31
Peer Organizations

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