Civic Intelligence

Mcalester Scottish Rite Charitable and Educational Foundation

990 • Fiscal year 2016 • EIN 73-6102862

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 20, 2017

Organization ProfileMCALESTERSCOTTISHRITE.ORG
P O Box 609Mcalester, OK 74502

(918) 423-6360

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

13th percentile

-25%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

38th percentile

$23,077

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

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

Asset Growth

24th percentile

-4.2%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

38th percentile

-1.4%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,605,890

Down $199,970 (-4.2%) from 2015

Net Assets

Down

$4,605,890

Down $199,970 (-4.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin13th percentile

Revenue

Down

$487,220

Down $6,839 (-1.4%) from 2015

Expenses

Down

$607,630

Down $12,312 (-2.0%) from 2015

Net Income

Up

-$120,410

Up $5,473 (+4.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,223,628Liabilities 2010: $825Net Assets 2010: $5,222,8032010Assets 2011: $5,218,302Liabilities 2011: $825Net Assets 2011: $5,217,4772011Assets 2012: $5,111,151Liabilities 2012: $8,498Net Assets 2012: $5,102,6532012Assets 2013: $5,256,290Liabilities 2013: $21,328Net Assets 2013: $5,234,9622013Assets 2014: $5,212,887Liabilities 2014: $0Net Assets 2014: $5,212,8872014Assets 2015: $4,805,860Liabilities 2015: $0Net Assets 2015: $4,805,8602015Assets 2016: $4,605,890Liabilities 2016: $0Net Assets 2016: $4,605,8902016Assets 2017: $4,612,459Liabilities 2017: $0Net Assets 2017: $4,612,4592017Assets 2018: $4,376,488Liabilities 2018: $0Net Assets 2018: $4,376,4882018Assets 2019: $4,757,777Liabilities 2019: $0Net Assets 2019: $4,757,7772019Assets 2020: $10,000,445Liabilities 2020: $0Net Assets 2020: $10,000,4452020Assets 2021: $10,732,782Liabilities 2021: $0Net Assets 2021: $10,732,7822021Assets 2022: $8,187,666Liabilities 2022: $0Net Assets 2022: $8,187,6662022Assets 2023: $8,919,964Liabilities 2023: $0Net Assets 2023: $8,919,9642023Assets 2024: $9,574,892Liabilities 2024: $0Net Assets 2024: $9,574,8922024

Highlighted filing

2016

Assets$4,605,890
Liabilities$0
Net Assets$4,605,890
Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $362,7872010Expenses 2011: $425,8952011Expenses 2012: $456,1832012Revenue 2013: $610,685Expenses 2013: $403,892Net Income 2013: $206,7932013Revenue 2014: $548,967Expenses 2014: $651,623Net Income 2014: -$102,6562014Revenue 2015: $494,059Expenses 2015: $619,942Net Income 2015: -$125,8832015Revenue 2016: $487,220Expenses 2016: $607,630Net Income 2016: -$120,4102016Revenue 2017: $388,928Expenses 2017: $566,441Net Income 2017: -$177,5132017Revenue 2018: $534,098Expenses 2018: $250,053Net Income 2018: $284,0452018Revenue 2019: $158,050Expenses 2019: $241,157Net Income 2019: -$83,1072019Revenue 2020: $429,441Expenses 2020: $412,732Net Income 2020: $16,7092020Revenue 2021: $4,403,584Expenses 2021: $330,354Net Income 2021: $4,073,2302021Revenue 2022: $199,362Expenses 2022: $359,169Net Income 2022: -$159,8072022Revenue 2023: $198,881Expenses 2023: $298,549Net Income 2023: -$99,6682023Revenue 2024: $436,937Expenses 2024: $434,365Net Income 2024: $2,5722024

Highlighted filing

2016

Revenue$487,220
Expenses$607,630
Net Income-$120,410
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 20, 2017
Return Version
2016v3.0
Gross Receipts
$3,008,984
Mission and Program Overview

Mission

Provide scholarships to students who otherwise would not be able to continue their education without such scholarship assistance and support and operate the childhood language clinic.

Educational and charitable purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,315,948$4,209,014▼ $106,934
Savings and Temporary Cash Investments$409,849$319,833▼ $90,016
Accounts Receivable$40,190$38,014▼ $2,176
Investments Program Related$21,241$21,392▲ $151
Land, Buildings, and Equipment, Net$5,134$4,139▼ $995
Cash and Non-Interest-Bearing Accounts$170$170→ $0
Total Assets$4,805,860$4,605,890▼ $199,970
Other Assets Total$13,328$13,328→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,170,502$3,967,427▼ $203,075
Permanently Rstr Net Assets$480,988$481,139▲ $151
Temporarily Rstr Net Assets$154,370$157,324▲ $2,954
Total Net Assets Fund Balance$4,805,860$4,605,890▼ $199,970
Total Liabilities and Net Assets / Fund Balance$4,805,860$4,605,890▼ $199,970

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,139$134,940$139,079

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,931,099$185,074▼ $44,846$125,373$2,900,454
2015$3,138,166$61,777▼ $95,234$125,360$2,931,099
2014$3,098,205$41,645▲ $180,462$125,646$3,138,166
2013$3,023,375$61,974▲ $72,840-$3,098,205
2012$3,200,035$38,395▼ $94,122-$3,023,375
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Mark a HalyardAssistant General Secretary for MembershipPT$23,077$23,077
Lr Jerry GrubbsGeneral SecretaryPT$20,625$20,625

Board Members and Trustees

NameTitle
R Bruce HallPresident
G Dave Donathan IiiVice President
Courtney R RobertsTrustee
D Larry RobertsTrustee
Daniel G BeckTrustee
Dr Douglas AuldTrustee
Jeremy W WarrenTrustee
Joe R Manning JrTrustee
John a SalisburyTrustee
Thomas CrowlTrustee
William C CoxTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$244,306
Program Service Revenue
$0
Investment Income
$236,743
Other Revenue
$6,171
All Other Contributions
$244,306
Change in Net Assets
$-120,410

Audited Revenue Reconciliation

Revenue per Audited Statements
$487,220
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-79,560
Total Revenue per Audited Statements
$407,660
Total Revenue per Form 990
$487,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$370,177
Salaries, Compensation, and Employee Benefits$191,953
Grants and Similar Amounts Paid$45,500
Total Fundraising Expense$21,278
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$163,987--$163,987
Grants to Domestic Individuals$45,500--$45,500
Fees for Service Investment Mgmnt Fees-$15,025-$15,025
Payroll Taxes$12,545--$12,545
Other Employee Benefits$12,175--$12,175
All Other Expenses$8,247--$8,247
Occupancy$7,800--$7,800
Fees for Services Accounting-$7,541-$7,541
Office Expenses$4,574$389$5$4,968
Other Expenses$3,470$905$302$4,677
Pension Plan Contributions$3,246--$3,246
Travel$2,481--$2,481
Insurance$400$1,178-$1,578
Depreciation Depletion-$746$249$995
Total Functional Expenses$265,095$321,257$21,278$607,630

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$607,630
Total Expenses per Audited Statements$607,630
Total Expenses per Form 990$607,630
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
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 of the foundation reviews the 990 before it is filed.”

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
Mcalester Scottish Rite Charitable
EIN
73-6102862
Phone
9184236360
Address
P O BOX 609, MCALESTER, OK 74502

Signing Officer

Name
Lr Grubbs
Title
Secretary
Phone
9184236360
Signed
2017-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lr Grubbs
Formed
1962
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
11
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 V, LINE 4:

“The endowment funds are used for operation of the childhood language clinic and scholarships for college students.”

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 542 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/TitleTxt1VICE PRESIDENT
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IRS990/NetUnrlzdGainsLossesInvstAmt0-79560
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt07800
IRS990/OccupancyGrp/TotalAmt07800
IRS990/OfficeExpensesGrp/FundraisingAmt05
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0389
IRS990/OfficeExpensesGrp/ProgramServicesAmt04574
IRS990/OfficeExpensesGrp/TotalAmt04968
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013328
IRS990/OtherAssetsTotalGrp/EOYAmt013328
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012175
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012175
IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt015000
IRS990/OtherExpensesGrp/FundraisingAmt15722
IRS990/OtherExpensesGrp/FundraisingAmt2302
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0250000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2473
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3905
IRS990/OtherExpensesGrp/ProgramServicesAmt0670
IRS990/OtherExpensesGrp/ProgramServicesAmt13470
IRS990/OtherExpensesGrp/TotalAmt0250000
IRS990/OtherExpensesGrp/TotalAmt160000
IRS990/OtherExpensesGrp/TotalAmt26865
IRS990/OtherExpensesGrp/TotalAmt34677
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0163987
IRS990/OtherSalariesAndWagesGrp/TotalAmt0163987
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt012545
IRS990/PayrollTaxesGrp/TotalAmt012545
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03246
IRS990/PensionPlanContributionsGrp/TotalAmt03246
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0480988
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0481139
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LR GRUBBS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CHILDHOOD LANGUAGE CLINIC-SPEECH AND LANGUAGE SERVICES FOR CHILDREN IDENTIFIED WITH LEARNING DISABILITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0219398
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt054394
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0135708
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt048250
IRS990/PYInvestmentIncomeAmt0345482
IRS990/PYOtherExpensesAmt0375231
IRS990/PYOtherRevenueAmt012869
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-125883
IRS990/PYSalariesCompEmpBnftPaidAmt0196461
IRS990/PYTotalExpensesAmt0619942
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0494059
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-120410
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt06171
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt06171
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0409849
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0319833
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 2,363 MEMBERS OF THE MCALESTER SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICIT CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION OPERATES A CHILDHOOD LANGUAGE CLINIC FOR THE HEARING IMPAIRED AT ITS MCALESTER FACILITY AND THREE OUTREACH FACILITIES LOCATED IN EASTERN AND SOUTHERN OKLAHOMA. A TOTAL OF 116 CHILDREN WERE SERVED AT THESE FACILITIES.3. 12 SCHOLARSHIPS WERE PROVIDED TO DESERVING YOUNG PEOPLE WHO DESIRE TO FURTHER THEIR EDUCATION BEYOND THE HIGH SCHOOL LEVEL. THE SELECTION COMMITTEE INCLUDES MEMBERS WHO REPRESENT THE MCALESTER COMMUNITY AND SCHOOL SYSTEM.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0244306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0135708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0129907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt099076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0102661
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0711658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0163268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0249332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0240180
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0249695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0266774
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01169249
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06171
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt012869
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09579
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05644
IRS990ScheduleA/OtherIncome170Grp/TotalAmt040708
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.28180
IRS990ScheduleA/PublicSupportPY170Pct00.28870
IRS990ScheduleA/PublicSupportTotal170Amt0541462
IRS990ScheduleA/SubstantialContributorsTotAmt0170196
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0244306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0135708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0129907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt099076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0102661
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0711658
IRS990ScheduleA/TotalSupportAmt01921615
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/BoardDesignatedBalanceEOYPct00.77990
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02931099
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0185074
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02900454
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt045500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44846
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0125373
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03138166
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt061777
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02931099
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt048250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-95234
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0125360
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03098205
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt041645
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03138166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt056500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0180462
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0125646
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03023375
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt061974
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03098205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt059984
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt072840
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03200035
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt038395
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03023375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0120933
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-94122
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04139
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0134940
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0139079
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0607630
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-79560
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.16590
IRS990ScheduleD/RevenueNotReportedAmt0-79560
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0487220
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED FOR OPERATION OF THE CHILDHOOD LANGUAGE CLINIC AND SCHOLARSHIPS FOR COLLEGE STUDENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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 V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.05420
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04139
IRS990ScheduleD/TotalExpensesPerForm990Amt0607630
IRS990ScheduleD/TotalRevenuePerForm990Amt0487220
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0407660
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0607630
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt045500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGE.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART III, COLLEGE SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE UNIVERSITY AND/OR COLLEGES FOR STUDENTS SELECTED TO RECEIVE SUCH AWARDS AFTER PROOF OF ENROLLMENT HAS BEEN PROVIDED TO THE FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,605,890
Liabilities
$0
Net assets
$4,605,890
Revenue
$487,220
Expenses
$607,630
Net income
-$120,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.57$0.00$9.57$0.44$0.43$0.00
2023Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.20$0.36$0.16
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$4.40$0.33$4.07
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.43$0.41$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.16$0.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.53$0.25$0.28
2017Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.39$0.57$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.49$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.49$0.62$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.55$0.65$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.26$0.02$5.23$0.61$0.40$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.01$5.10$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.00$5.22$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.00$5.22$0.36