Civic Intelligence

Retina Research Foundation Permanent Endowment Fund

990 • Fiscal year 2021 • EIN 74-1860430

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization ProfileN/A
1977 Butler BlvdHouston, TX 77030

(713) 797-1925

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

7th percentile

0.01x

Higher debt load relative to revenue than 7% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

59th percentile

15%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

379%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$70,336,261

Up $9,013,116 (+15%) from 2020

Net Assets

Up

$70,254,285

Up $8,996,311 (+15%) from 2020

Liabilities

Up

$81,976

Up $16,805 (+26%) from 2020

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin96th percentile

Revenue

Up

$8,036,748

Up $6,357,744 (+379%) from 2020

Expenses

Up

$1,791,322

Up $56,242 (+3.2%) from 2020

Net Income

Up

$6,245,426

Up $6,301,502 (+11237%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$80M$60M$40M$20M$0Assets 2010: $40,243,014Liabilities 2010: $71,936Net Assets 2010: $40,171,0782010Assets 2011: $38,924,615Liabilities 2011: $70,467Net Assets 2011: $38,854,1842011Assets 2012: $43,200,787Liabilities 2012: $68,550Net Assets 2012: $43,132,2372012Assets 2013: $49,353,937Liabilities 2013: $86,177Net Assets 2013: $49,267,7602013Assets 2014: $50,984,801Liabilities 2014: $87,414Net Assets 2014: $50,897,3872014Assets 2015: $48,056,314Liabilities 2015: $25,568Net Assets 2015: $48,030,7462015Assets 2016: $49,861,443Liabilities 2016: $50,031Net Assets 2016: $49,811,4122016Assets 2017: $53,383,548Liabilities 2017: $68,958Net Assets 2017: $53,314,5902017Assets 2018: $49,357,586Liabilities 2018: $58,647Net Assets 2018: $49,298,9392018Assets 2019: $56,667,705Liabilities 2019: $67,166Net Assets 2019: $56,600,5392019Assets 2020: $61,323,145Liabilities 2020: $65,171Net Assets 2020: $61,257,9742020Assets 2021: $70,336,261Liabilities 2021: $81,976Net Assets 2021: $70,254,2852021Assets 2022: $60,776,307Liabilities 2022: $71,176Net Assets 2022: $60,705,1312022Assets 2024: $74,350,077Liabilities 2024: $82,048Net Assets 2024: $74,268,0292024

Highlighted filing

2021

Assets$70,336,261
Liabilities$81,976
Net Assets$70,254,285
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $1,630,043Expenses 2010: $1,241,134Net Income 2010: $388,9092010Revenue 2011: $1,771,742Expenses 2011: $1,252,330Net Income 2011: $519,4122011Revenue 2012: $3,549,810Expenses 2012: $1,271,543Net Income 2012: $2,278,2672012Revenue 2013: $3,201,270Expenses 2013: $1,314,152Net Income 2013: $1,887,1182013Revenue 2014: $4,251,446Expenses 2014: $1,314,125Net Income 2014: $2,937,3212014Revenue 2015: $2,944,843Expenses 2015: $1,320,991Net Income 2015: $1,623,8522015Revenue 2016: $4,082,051Expenses 2016: $1,515,076Net Income 2016: $2,566,9752016Revenue 2017: $3,176,538Expenses 2017: $1,616,026Net Income 2017: $1,560,5122017Revenue 2018: $2,222,306Expenses 2018: $1,289,733Net Income 2018: $932,5732018Revenue 2019: $3,449,981Expenses 2019: $1,871,051Net Income 2019: $1,578,9302019Revenue 2020: $1,679,004Expenses 2020: $1,735,080Net Income 2020: -$56,0762020Revenue 2021: $8,036,748Expenses 2021: $1,791,322Net Income 2021: $6,245,4262021Revenue 2022: $2,984,186Expenses 2022: $2,232,993Net Income 2022: $751,1932022Revenue 2024: $6,115,365Expenses 2024: $2,630,585Net Income 2024: $3,484,7802024

Highlighted filing

2021

Revenue$8,036,748
Expenses$1,791,322
Net Income$6,245,426
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$16,794,893
Mission and Program Overview

Mission

To support retina research foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$58,765,832$69,880,980▲ $11,115,148
Cash and Non-Interest-Bearing Accounts$2,447,313$455,281▼ $1,992,032
Pledges and Grants Receivable$110,000$0▼ $110,000
Total Assets$61,323,145$70,336,261▲ $9,013,116
Liabilities
Accounts Payable and Accrued Expenses$65,171$81,976▲ $16,805
Total Liabilities$65,171$81,976▲ $16,805
Net Assets / Fund Balance
Net Assets With Donor Restrictions$56,172,897$64,512,645▲ $8,339,748
Net Assets Without Donor Restrictions$5,085,077$5,741,640▲ $656,563
Total Net Assets Fund Balance$61,257,974$70,254,285▲ $8,996,311
Total Liabilities and Net Assets / Fund Balance$61,323,145$70,336,261▲ $9,013,116

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$61,213,145$1,453,608▲ $9,747,864-$70,336,261
2020$56,558,160$1,408,159▲ $5,218,665-$61,213,145
2019$49,347,586$514,260▲ $8,814,804-$56,558,160
2018$53,373,538$144,760▼ $2,603,643-$49,347,586
2017$49,852,443$161,235▲ $4,956,959-$53,373,538
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Alice R Mcpherson MdDirector
Arthur Willis MdDirector
Ben Orman MdDirector
Bettie Harding LeeDirector
Bruce B MackDirector
Diana M Dede WeilDirector
H Richard WaltonDirector
James E Key MdDirector
John C Dawson JrDirector
Katherine W OrtonDirector
Lynn a Bernard JrDirector
Nancy F JaphetDirector
Patricia K BoydDirector
Petros E Carvounis MdDirector
R Malcolm WooleyDirector
Ronald G GirottoDirector
Rosanette S CullenDirector
Suzanne MillerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,343,608
Program Service Revenue
$0
Investment Income
$6,647,433
Other Revenue
$45,707
All Other Contributions
$1,343,608
Change in Net Assets
$6,245,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,791,322
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$1,791,322--$1,791,322
Total Functional Expenses$1,791,322$0$0$1,791,322
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
Yes
Business relationship with 35% controlled entity
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The return is signed by a board designee. The return is then provided to the entire board at the next meeting or during the normal course of business.”

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

“Each board member completes an annual statement indicating that the board member has read and understood the policy. The board reviews the responses on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization makes all of its organizing documents and prior year tax returns available through written request to the organization as well as through third party websites, such as guidestar.”

Filing and Contact Details

Filer

Filer Name
Retina Research Permanent Endowment Fund
EIN
74-1860430
Phone
7137971925
Address
1977 BUTLER BLVD, HOUSTON, TX 77030

Signing Officer

Name
Arthur Willis Md
Title
Vice President
Phone
7137971925
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur Willis Md
Formed
1976
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Carr Riggs & Ingram LLC
Address
TWO RIVERWAY 15TH FLOOR, HOUSTON, TX 77056
Preparer
Kristen Simpson
Phone
7136218090
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“MLP GAIN/LOSS -45,707.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are used to support the programs of retina research foundation.”

PART X, LINE 2:

“Retina research foundation and the permanent endowment fund are exempt from federal income taxes on related income under internal revenue code (irc) section 501(a) as an organization described in irc section 501(c)(3). The foundation accounts for uncertain tax positions, when it is more likely than not, that such an asset or a liability will be realized. As of december 31, 2021, management believes there were no uncertain tax positions.”

Raw XML AppendixShowing 400 of 512 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/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01520801
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01520801
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058765832
IRS990/InvestmentsPubTradedSecGrp/EOYAmt069880980
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08758145
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT RETINA RESEARCH FOUNDATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt061257974
IRS990/NetAssetsOrFundBalancesEOYAmt070254285
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05126632
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05126632
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02796592
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05085077
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05741640
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-45707
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0MLP INCOME/LOSS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt045707
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt045707
IRS990/OtherRevenueTotalAmt045707
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt01791322
IRS990/PaymentsToAffiliatesGrp/TotalAmt01791322
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0110000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ARTHUR WILLIS MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01408614
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0301061
IRS990/PYOtherExpensesAmt01735080
IRS990/PYOtherRevenueAmt0-30671
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-56076
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01735080
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01679004
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06245426
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237087830
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01791322
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RETINA RESEARCH FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01791322
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/BoardDesignatedBalanceEOYPct00.08160
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0287034
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt061213145
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01453608
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt070336261
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01791322
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09747864
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0236759
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt056558160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01408159
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt061213145
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01735080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05218665
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0247439
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt049347586
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0514260
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt056558160
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01871051
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08814804
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0277336
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt053373538
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0144760
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt049347586
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01289733
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2603643
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0221815
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt049852443
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0161235
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt053373538
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01375284
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04956959
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.31170
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE USED TO SUPPORT THE PROGRAMS OF RETINA RESEARCH FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RETINA RESEARCH FOUNDATION AND THE PERMANENT ENDOWMENT FUND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS, WHEN IT IS MORE LIKELY THAN NOT, THAT SUCH AN ASSET OR A LIABILITY WILL BE REALIZED. AS OF DECEMBER 31, 2021, MANAGEMENT BELIEVES THERE WERE NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.60670
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS SIGNED BY A BOARD DESIGNEE. THE RETURN IS THEN PROVIDED TO THE ENTIRE BOARD AT THE NEXT MEETING OR DURING THE NORMAL COURSE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER COMPLETES AN ANNUAL STATEMENT INDICATING THAT THE BOARD MEMBER HAS READ AND UNDERSTOOD THE POLICY. THE BOARD REVIEWS THE RESPONSES ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ALL OF ITS ORGANIZING DOCUMENTS AND PRIOR YEAR TAX RETURNS AVAILABLE THROUGH WRITTEN REQUEST TO THE ORGANIZATION AS WELL AS THROUGH THIRD PARTY WEBSITES, SUCH AS GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MLP GAIN/LOSS -45,707.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,336,261
Liabilities
$81,976
Net assets
$70,254,285
Revenue
$8,036,748
Expenses
$1,791,322
Net income
$6,245,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.4$0.08$74.3$6.12$2.63$3.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.8$0.07$60.7$2.98$2.23$0.75
2021Detailed filing. Detailed filing data is available for this year.$70.3$0.08$70.3$8.04$1.79$6.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.3$0.07$61.3$1.68$1.74$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.7$0.07$56.6$3.45$1.87$1.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.4$0.06$49.3$2.22$1.29$0.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.4$0.07$53.3$3.18$1.62$1.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.9$0.05$49.8$4.08$1.52$2.57
2015Detailed filing. Detailed filing data is available for this year.$48.1$0.03$48.0$2.94$1.32$1.62
2014Detailed filing. Detailed filing data is available for this year.$51.0$0.09$50.9$4.25$1.31$2.94
2013Detailed filing. Detailed filing data is available for this year.$49.4$0.09$49.3$3.20$1.31$1.89
2012Summary only. Only limited summary data is available for this year.$43.2$0.07$43.1$3.55$1.27$2.28
2011Summary only. Only limited summary data is available for this year.$38.9$0.07$38.9$1.77$1.25$0.52
2010Summary only. Only limited summary data is available for this year.$40.2$0.07$40.2$1.63$1.24$0.39
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