Civic Intelligence

Mcalester Scottish Rite Charitable and Educational Foundation

990 • Fiscal year 2017 • EIN 73-6102862

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 21, 2018

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

7th percentile

-46%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$15,753

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-20%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,612,459

Up $6,569 (+0.1%) from 2016

Net Assets

Up

$4,612,459

Up $6,569 (+0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin7th percentile

Revenue

Down

$388,928

Down $98,292 (-20%) from 2016

Expenses

Down

$566,441

Down $41,189 (-6.8%) from 2016

Net Income

Down

-$177,513

Down $57,103 (-47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2017

Assets$4,612,459
Liabilities$0
Net Assets$4,612,459
Open 2017 Filing

Operations Trend

Revenue Growth13th 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

2017

Revenue$388,928
Expenses$566,441
Net Income-$177,513
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 21, 2018
Return Version
2017v2.3
Gross Receipts
$1,700,397
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$4,209,014$4,208,970▼ $44
Savings and Temporary Cash Investments$319,833$316,638▼ $3,195
Accounts Receivable$38,014$40,818▲ $2,804
Investments Program Related$21,392$22,932▲ $1,540
Cash and Non-Interest-Bearing Accounts$170$6,629▲ $6,459
Land, Buildings, and Equipment, Net$4,139$3,144▼ $995
Total Assets$4,605,890$4,612,459▲ $6,569
Other Assets Total$13,328$13,328→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,967,427$4,059,957▲ $92,530
Permanently Rstr Net Assets$481,139$482,679▲ $1,540
Temporarily Rstr Net Assets$157,324$69,823▼ $87,501
Total Net Assets Fund Balance$4,605,890$4,612,459▲ $6,569
Total Liabilities and Net Assets / Fund Balance$4,605,890$4,612,459▲ $6,569

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,144$135,935$139,079

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,900,454$43,154▲ $59,250$126,272$2,819,386
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
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Michael a EbertGeneral SecretaryPT$6,154$6,154

Board Members and Trustees

NameTitle
R Bruce HallPresident
G Dave Donathan IiiVice President
D Larry RobertsTrustee
Dr Douglas AuldTrustee
Dr Gregory RogersTrustee
Joe R Manning JrTrustee
Raul LunaTrustee
Thad SanduskyTrustee
Thomas CrowlTrustee
Truitt MccartyTrustee
William C CoxTrustee
Lr Jerry GrubbsGeneral Secretary (retired)
Revenue and Support

Revenue Composition

Contributions and Grants
$103,445
Program Service Revenue
$0
Investment Income
$278,975
Other Revenue
$6,508
All Other Contributions
$103,445
Change in Net Assets
$-177,513

Audited Revenue Reconciliation

Revenue per Audited Statements
$388,928
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$184,082
Total Revenue per Audited Statements
$573,010
Total Revenue per Form 990
$388,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$356,324
Salaries, Compensation, and Employee Benefits$152,917
Grants and Similar Amounts Paid$57,200
Total Fundraising Expense$17,157
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,842--$129,842
Grants to Domestic Individuals$57,200--$57,200
Fees for Service Investment Mgmnt Fees-$14,795-$14,795
Payroll Taxes$9,933--$9,933
Other Employee Benefits$9,775--$9,775
Fees for Services Accounting-$7,911-$7,911
All Other Expenses$6,169--$6,169
Occupancy$6,000--$6,000
Office Expenses$3,921$1,355$28$5,304
Other Expenses$3,313$1,107$369$4,789
Pension Plan Contributions$3,367--$3,367
Travel$2,455--$2,455
Insurance$400$1,178-$1,578
Depreciation Depletion-$746$249$995
Total Functional Expenses$233,578$315,706$17,157$566,441

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$566,441
Total Expenses per Audited Statements$566,441
Total Expenses per Form 990$566,441
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
Michael a Ebert
Title
Secretary
Phone
9184236360
Signed
2018-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael a Ebert
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, 2017 and 2016, 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, 2014 are no longer subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 558 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/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt06000
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/FundraisingAmt028
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01355
IRS990/OfficeExpensesGrp/ProgramServicesAmt03921
IRS990/OfficeExpensesGrp/TotalAmt05304
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013328
IRS990/OtherAssetsTotalGrp/EOYAmt013328
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09775
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09775
IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt010882
IRS990/OtherExpensesGrp/FundraisingAmt15629
IRS990/OtherExpensesGrp/FundraisingAmt2369
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0255966
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt132648
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21107
IRS990/OtherExpensesGrp/ProgramServicesAmt01203
IRS990/OtherExpensesGrp/ProgramServicesAmt13313
IRS990/OtherExpensesGrp/TotalAmt0255966
IRS990/OtherExpensesGrp/TotalAmt143530
IRS990/OtherExpensesGrp/TotalAmt26832
IRS990/OtherExpensesGrp/TotalAmt34789
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0129842
IRS990/OtherSalariesAndWagesGrp/TotalAmt0129842
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt09933
IRS990/PayrollTaxesGrp/TotalAmt09933
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03367
IRS990/PensionPlanContributionsGrp/TotalAmt03367
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0481139
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0482679
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL A EBERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CHILDHOOD LANGUAGE CLINIC-SPEECH AND LANGUAGE SERVICES FOR CHILDREN IDENTIFIED WITH LEARNING DISABILITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0176065
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt057556
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0244306
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt045500
IRS990/PYInvestmentIncomeAmt0236743
IRS990/PYOtherExpensesAmt0370177
IRS990/PYOtherRevenueAmt06171
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-120410
IRS990/PYSalariesCompEmpBnftPaidAmt0191953
IRS990/PYTotalExpensesAmt0607630
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0487220
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-177513
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt06508
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt06508
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0319833
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0316638
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 2,273 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 51 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/CurrentTaxYearAmt0103445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0244306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0135708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0129907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt099076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0712442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0138424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0163268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0249332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0240180
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0249695
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01040899
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06508
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06171
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012869
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06445
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt09579
IRS990ScheduleA/OtherIncome170Grp/TotalAmt041572
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27290
IRS990ScheduleA/PublicSupportPY170Pct00.28180
IRS990ScheduleA/PublicSupportTotal170Amt0489758
IRS990ScheduleA/SubstantialContributorsTotAmt0222684
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0103445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0244306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0135708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0129907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt099076
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0712442
IRS990ScheduleA/TotalSupportAmt01794913
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.80400
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02900454
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt043154
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02819386
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt057200
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt059250
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0126272
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02931099
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0185074
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02900454
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt045500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44846
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0125373
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03138166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt061777
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02931099
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt048250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-95234
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0125360
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03098205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt041645
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03138166
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt056500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0180462
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0125646
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03023375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt061974
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03098205
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt059984
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt072840
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03144
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0135935
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0139079
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0566441
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0184082
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.17120
IRS990ScheduleD/RevenueNotReportedAmt0184082
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0388928
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, 2017 AND 2016, 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, 2014 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02480
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03144
IRS990ScheduleD/TotalExpensesPerForm990Amt0566441
IRS990ScheduleD/TotalRevenuePerForm990Amt0388928
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0573010
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0566441
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt057200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGE.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt035
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:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,612,459
Liabilities
$0
Net assets
$4,612,459
Revenue
$388,928
Expenses
$566,441
Net income
-$177,513
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