Civic Intelligence

Northside Education Foundation

990 • Fiscal year 2016 • EIN 74-2591569

Jun 01, 2015 to May 31, 2016 • Filed on Sep 16, 2016

6632 Bandera Road Building ASan Antonio, TX 78238

(210) 397-8599

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.20x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

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

Asset Growth

48th percentile

0.8%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

50th percentile

2.6%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Up

$4,439,611

Up $36,177 (+0.8%) from 2015

Net Assets

Up

$4,199,181

Up $28,052 (+0.7%) from 2015

Liabilities

Up

$240,430

Up $8,125 (+3.5%) from 2015

Revenue

Up

$1,198,565

Up $30,403 (+2.6%) from 2015

Expenses

Down

$860,311

Down $97,029 (-10%) from 2015

Net Income

Up

$338,254

Up $127,432 (+60%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,791,058Liabilities 2010: $187,534Net Assets 2010: $2,603,5242010Assets 2011: $3,345,941Liabilities 2011: $221,496Net Assets 2011: $3,124,4452011Assets 2012: $3,564,192Liabilities 2012: $229,022Net Assets 2012: $3,335,1702012Assets 2013: $3,926,847Liabilities 2013: $216,431Net Assets 2013: $3,710,4162013Assets 2014: $4,129,032Liabilities 2014: $224,305Net Assets 2014: $3,904,7272014Assets 2015: $4,403,434Liabilities 2015: $232,305Net Assets 2015: $4,171,1292015Assets 2016: $4,439,611Liabilities 2016: $240,430Net Assets 2016: $4,199,1812016Assets 2017: $4,961,334Liabilities 2017: $264,315Net Assets 2017: $4,697,0192017Assets 2018: $5,333,469Liabilities 2018: $271,791Net Assets 2018: $5,061,6782018Assets 2019: $5,410,881Liabilities 2019: $267,383Net Assets 2019: $5,143,4982019Assets 2020: $5,964,118Liabilities 2020: $329,670Net Assets 2020: $5,634,4482020Assets 2021: $6,838,426Liabilities 2021: $11,419Net Assets 2021: $6,827,0072021Assets 2022: $6,128,679Liabilities 2022: $185,910Net Assets 2022: $5,942,7692022Assets 2023: $6,371,780Liabilities 2023: $208,557Net Assets 2023: $6,163,2232023Assets 2024: $6,941,336Liabilities 2024: $164,959Net Assets 2024: $6,776,3772024

Highlighted filing

2016

Assets$4,439,611
Liabilities$240,430
Net Assets$4,199,181

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $864,5112010Expenses 2011: $648,6962011Revenue 2012: $1,151,725Expenses 2012: $743,092Net Income 2012: $408,6332012Revenue 2013: $1,189,131Expenses 2013: $904,501Net Income 2013: $284,6302013Revenue 2014: $1,307,299Expenses 2014: $1,072,343Net Income 2014: $234,9562014Revenue 2015: $1,168,162Expenses 2015: $957,340Net Income 2015: $210,8222015Revenue 2016: $1,198,565Expenses 2016: $860,311Net Income 2016: $338,2542016Revenue 2017: $1,173,427Expenses 2017: $987,850Net Income 2017: $185,5772017Revenue 2018: $1,153,483Expenses 2018: $1,005,360Net Income 2018: $148,1232018Revenue 2019: $1,306,144Expenses 2019: $867,041Net Income 2019: $439,1032019Revenue 2020: $142,329Expenses 2020: $149,085Net Income 2020: -$6,7562020Revenue 2021: $794,034Expenses 2021: $630,328Net Income 2021: $163,7062021Revenue 2022: $854,777Expenses 2022: $780,428Net Income 2022: $74,3492022Revenue 2023: $902,619Expenses 2023: $725,396Net Income 2023: $177,2232023Revenue 2024: $1,059,049Expenses 2024: $810,888Net Income 2024: $248,1612024

Highlighted filing

2016

Revenue$1,198,565
Expenses$860,311
Net Income$338,254
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 16, 2016
Return Version
2015v2.1
Gross Receipts
$1,363,175
Mission and Program Overview

Mission

The mission of the foundation is to foster community involvement in innovative educational programs by generating and disbursing funds and other resources to provide enrichment for students of the northside independent school distrist (nisd).

The mission of the foundation is to foster community involvement in innovative educational programs by generating and disbursing funds and other resources to provide enrichment for students of the northside independent school district (nisd).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,715,469$3,597,407▼ $118,062
Cash and Non-Interest-Bearing Accounts$449,550$596,842▲ $147,292
Accounts Receivable$238,415$245,362▲ $6,947
Total Assets$4,403,434$4,439,611▲ $36,177
Liabilities
Accounts Payable and Accrued Expenses$232,305$240,430▲ $8,125
Total Liabilities$232,305$240,430▲ $8,125
Net Assets / Fund Balance
Unrestricted Net Assets$3,838,763$3,906,501▲ $67,738
Temporarily Rstr Net Assets$311,580$271,894▼ $39,686
Permanently Rstr Net Assets$20,786$20,786→ $0
Total Net Assets Fund Balance$4,171,129$4,199,181▲ $28,052
Total Liabilities and Net Assets / Fund Balance$4,403,434$4,439,611▲ $36,177

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,597,407--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$524,826$261,157▼ $15,582-$538,605
2014$483,610$225,455▲ $17,927-$524,826
2013$419,183$136,450▲ $30,544-$483,610
2012$378,378$203,896▼ $2,838-$419,183
2011$365,195$124,469▼ $2,945-$378,378
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wade ClearyPast President
Cathy NaiserPresident
Tomas LarraldePresident-elect
Amanda Raba-gentisVice President
Arthur ReynaVice President
Dave GannonVice President
Jerry LammersVice President
Billy LaqueDirector
Carl McclennanDirector
Ed RawlinsonDirector
Frank Humada JrDirector
George BlockDirector
John M FolksdIRECTOR
Kathy HillDirector
Maggie SeayDirector
Matthew FoxhallDirector
Merry RabaDirector
Monty HowardDirector
Priscilla Ann Sanchez-hurtDirector
RICK MClAUGHLINDirector
Robb DeckerDirector
Scott ParkerDirector
lETICIA ESTRADADirector
caSSANDRA MIRANDAeXECUTIVE DIRECTOR
JEFf BourgeoisSecretary
Vaughn BombergerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$781,809
Program Service Revenue
$0
Investment Income
$104,491
Other Revenue
$312,265
All Other Contributions
$781,809
Change in Net Assets
$338,254

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,175,722
Revenue Not Reported on Financial Statements
$22,843
Revenue Not Reported on Form 990
$-310,202
Total Revenue per Audited Statements
$865,520
Total Revenue per Form 990
$1,198,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$769,003
Other Expenses$91,308
Total Fundraising Expense$8,640
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$701,733--$701,733
Grants to Domestic Individuals$67,270--$67,270
Fees for Services Other-$44,490$8,640$53,130
Fees for Service Investment Mgmnt Fees-$22,843-$22,843
Fees for Services Accounting-$15,335-$15,335
Total Functional Expenses$769,003$82,668$8,640$860,311

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$860,311
Expenses per Audited Statements$837,468
Total Expenses per Audited Statements$837,468
Expenses Not Reported on Financial Statements$22,843
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northside Independent School DistrictSan Antonio, TX-Classroom Innovation Programs$701,733
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$476,875
Fundraising Direct Expenses$164,610
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banquet$253,069$253,069-$253,069
Golf Tournament$77,960$77,960-$77,960
Total Events$476,875$476,875$164,610$312,265
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 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 2

Ms. Merry raba and ms. Amanda raba-gentis have a family relationship.

Form 990, Part VI, Section B, line 11

The form 990 is presented to the board of directors executive committee annually for review prior to filing.

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

Board members are annually asked to volunteer information about any conflict of interest, if they appear. If there is a potential conflict, the policy is for the board member to abstain from voting in any case where a conflict might either exist or be perceived. It is recorded in the minutes of the board and committee meetings.

Form 990, Part VI, Section B, line 15

Since the organization does not have employees, the process of determining compensation is not needed.

Form 990, Part VI, Section C, line 19

The form 990 is available on www.guidestar.org, the organizations website and on request. Governing documents, conflict of interest policy and financial statements are available on request.

Filing and Contact Details

Filer

Filer Name
Northside Education Foundation
EIN
74-2591569
Phone
2103978599
Address
6632 BANDERA ROAD BUILDING A, SAN ANTONIO, TX 78238

Signing Officer

Name
Cathy Naiser
Title
President
Phone
2103978599
Signed
2016-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathy Naiser
Formed
1995
Legal Domicile
TX
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
500

Preparer

Firm
Akin Doherty Klein & Feuge Pc
Address
8610 N New Braunfels Suite 101, San Antonio, TX 78217
Preparer
Joseph A Hernandez
Phone
2108291300
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

To provide funds for the northside independent school district.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11dIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25eXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0164610
IRS990/FundraisingGrossIncomeAmt0476875
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt015000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt067270
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt067270
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0701733
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0701733
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01363175
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0104491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104491
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03715469
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03597407
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS TO FOSTER COMMUNITY INVOLVEMENT IN INNOVATIVE EDUCATIONAL PROGRAMS BY GENERATING AND DISBURSING FUNDS AND OTHER RESOURCES TO PROVIDE ENRICHMENT FOR STUDENTS OF THE NORTHSIDE INDEPENDENT SCHOOL DISTRIST (NISD).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04171129
IRS990/NetAssetsOrFundBalancesEOYAmt04199181
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0312265
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0312265
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-310202
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020786
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt020786
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Cathy Naiser
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE SUPPORT TO GRADUATING STUDENTS THROUGH SCHOLARSHIPS - JACK C. JORDAN SCHOLARSHIP, COVINGTON'S PROMISE, HUMADA SCHOLARSHIP, JAY SEA SCHOLARSHIP, CATHY YOUNG MEMORIAL, JOE BECKER MEMORIAL, LISA MARIE MEFFERT SCHOLARSHIP, MELVA MATKIN PTA SCHOLARSHIP, COL. GEORGE MCANELLY SCHOLARSHIP, XAVIER M. CARDENAS MEMORIAL, SAN ANTONIO CITY COUNCILMAN RAY LOPEZ SCHOLARSHIP.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt052270
IRS990/ProgSrvcAccomActy2Grp/GrantAmt052270
IRS990/ProgSrvcAccomActy3Grp/Desc0TO SUPPORT CHILDCARE FOR PRESCHOOL CHILDREN, TEACHERS AND CLASSROOM MATERIALS, GRANTS TO NISD TEACHERS AND OTHER ALLOCATED EXPENSES WHICH BENEFIT THE NISD COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0701733
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0701733
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0714448
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0855819
IRS990/PYInvestmentIncomeAmt0199228
IRS990/PYOtherExpensesAmt0101521
IRS990/PYOtherRevenueAmt0254486
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0210822
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01168162
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0338254
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0781809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0714448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0683887
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0771699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0750111
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0104438
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0102757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt086962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0118303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt077316
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0489776
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01862
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt027170
IRS990ScheduleA/OtherIncome170Grp/TotalAmt029032
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82830
IRS990ScheduleA/PublicSupportPY170Pct00.81180
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IRS990ScheduleA/SubstantialContributorsTotAmt0205693
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0781809
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0714448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0683887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0771699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0750111
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03701954
IRS990ScheduleA/TotalSupportAmt04220762
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/BoardDesignatedBalanceEOYPct00.46000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0524826
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0261157
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0538605
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-231796
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15582
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0483610
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0225455
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0524826
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-202166
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017927
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0419183
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0136450

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.94$0.16$6.78$1.06$0.81$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.37$0.21$6.16$0.90$0.73$0.18
2022Detailed filing. Detailed filing data is available for this year.$6.13$0.19$5.94$0.85$0.78$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.84$0.01$6.83$0.79$0.63$0.16
2020Summary only. Only limited summary data is available for this year.$5.96$0.33$5.63$0.14$0.15$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.41$0.27$5.14$1.31$0.87$0.44
2018Detailed filing. Detailed filing data is available for this year.$5.33$0.27$5.06$1.15$1.01$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.96$0.26$4.70$1.17$0.99$0.19
2016Detailed filing. Detailed filing data is available for this year.$4.44$0.24$4.20$1.20$0.86$0.34
2015Detailed filing. Detailed filing data is available for this year.$4.40$0.23$4.17$1.17$0.96$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.13$0.22$3.90$1.31$1.07$0.23
2013Summary only. Only limited summary data is available for this year.$3.93$0.22$3.71$1.19$0.90$0.28
2012Summary only. Only limited summary data is available for this year.$3.56$0.23$3.34$1.15$0.74$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.22$3.12$0.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.19$2.60$0.86