Civic Intelligence

First Command Educational Foundation

990 • Fiscal year 2017 • EIN 75-1973894

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization ProfileWWW.FCEF.COM

View Organization Page

1 Firstcomm PlazaFort Worth, TX 76109-4999

(817) 569-2260

Siviq Scores

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

Liabilities / Assets

46th percentile

0.07x

Higher debt load relative to assets than 46% of similar nonprofits.

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

Liabilities / Revenue

54th percentile

0.12x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

56th percentile

5.3%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

85th percentile

$155,540

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

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

Asset Growth

54th percentile

4.5%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

35th percentile

-0.7%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$1,681,906

Up $71,824 (+4.5%) from 2016

Net Assets

Up

$1,564,929

Up $90,834 (+6.2%) from 2016

Liabilities

Down

$116,977

Down $19,010 (-14%) from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin56th percentile

Revenue

Down

$945,292

Down $6,650 (-0.7%) from 2016

Expenses

Up

$894,751

Up $32,159 (+3.7%) from 2016

Net Income

Down

$50,541

Down $38,809 (-43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,203,374Liabilities 2010: $90,850Net Assets 2010: $1,112,5242010Assets 2011: $1,113,197Liabilities 2011: $57,860Net Assets 2011: $1,055,3372011Assets 2012: $1,186,910Liabilities 2012: $58,730Net Assets 2012: $1,128,1802012Assets 2013: $1,330,937Liabilities 2013: $44,175Net Assets 2013: $1,286,7622013Assets 2014: $1,405,993Liabilities 2014: $52,004Net Assets 2014: $1,353,9892014Assets 2015: $1,437,047Liabilities 2015: $59,963Net Assets 2015: $1,377,0842015Assets 2016: $1,610,082Liabilities 2016: $135,987Net Assets 2016: $1,474,0952016Assets 2017: $1,681,906Liabilities 2017: $116,977Net Assets 2017: $1,564,9292017Assets 2018: $1,554,248Liabilities 2018: $123,220Net Assets 2018: $1,431,0282018Assets 2019: $1,685,948Liabilities 2019: $81,434Net Assets 2019: $1,604,5142019Assets 2020: $1,924,605Liabilities 2020: $92,881Net Assets 2020: $1,831,7242020Assets 2021: $2,107,483Liabilities 2021: $66,597Net Assets 2021: $2,040,8862021Assets 2022: $1,916,187Liabilities 2022: $170,595Net Assets 2022: $1,745,5922022Assets 2023: $1,930,162Liabilities 2023: $111,548Net Assets 2023: $1,818,6142023Assets 2024: $1,991,379Liabilities 2024: $96,106Net Assets 2024: $1,895,2732024

Highlighted filing

2017

Assets$1,681,906
Liabilities$116,977
Net Assets$1,564,929
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $763,9402010Expenses 2011: $720,7772011Expenses 2012: $666,7852012Revenue 2013: $742,493Expenses 2013: $624,427Net Income 2013: $118,0662013Revenue 2014: $815,954Expenses 2014: $728,824Net Income 2014: $87,1302014Revenue 2015: $897,275Expenses 2015: $781,509Net Income 2015: $115,7662015Revenue 2016: $951,942Expenses 2016: $862,592Net Income 2016: $89,3502016Revenue 2017: $945,292Expenses 2017: $894,751Net Income 2017: $50,5412017Revenue 2018: $1,200,305Expenses 2018: $1,226,841Net Income 2018: -$26,5362018Revenue 2019: $1,220,909Expenses 2019: $1,117,595Net Income 2019: $103,3142019Revenue 2020: $1,168,723Expenses 2020: $972,201Net Income 2020: $196,5222020Revenue 2021: $1,064,951Expenses 2021: $900,670Net Income 2021: $164,2812021Revenue 2022: $1,077,644Expenses 2022: $1,116,274Net Income 2022: -$38,6302022Revenue 2023: $1,096,536Expenses 2023: $1,134,581Net Income 2023: -$38,0452023Revenue 2024: $982,238Expenses 2024: $949,055Net Income 2024: $33,1832024

Highlighted filing

2017

Revenue$945,292
Expenses$894,751
Net Income$50,541
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$962,095
Mission and Program Overview

Mission

First command educational foundation (the "foundation") is a 501(c)(3) public charity that provides grant support for charitable, religious, scientific, literary or educational purposes and conducts financial educational programs. The major programs of the foundation are as follows:scholarship program - provides scholarships for those military and civilian individuals pursuing undergraduate and graduate degrees as well as trade programs and professional certification.education - provides financial education courses and classroom instruction to individuals, businesses, and community organizations.

To educate those who serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,138,365$1,194,455▲ $56,090
Investments Other Securities$232,862$347,545▲ $114,683
Cash and Non-Interest-Bearing Accounts$214,790$114,351▼ $100,439
Other Notes and Loans Receivable, Net$17,307$19,110▲ $1,803
Land, Buildings, and Equipment, Net$2,969$4,188▲ $1,219
Inventories for Sale or Use$3,789$2,257▼ $1,532
Total Assets$1,610,082$1,681,906▲ $71,824
Liabilities
Accounts Payable and Accrued Expenses$69,457$68,977▼ $480
Other Liabilities$66,530$48,000▼ $18,530
Total Liabilities$135,987$116,977▼ $19,010
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,004,000$1,004,000→ $0
Unrestricted Net Assets$372,564$436,017▲ $63,453
Temporarily Rstr Net Assets$97,531$124,912▲ $27,381
Total Net Assets Fund Balance$1,474,095$1,564,929▲ $90,834
Total Liabilities and Net Assets / Fund Balance$1,610,082$1,681,906▲ $71,824

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,188$14,112$18,300
Other Securities$347,545--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,138,365$12,967▲ $88,585-$1,194,455
2016$1,100,126$12,760▲ $83,789-$1,138,365
2015$1,127,012$36,920▼ $28,986-$1,100,126
2014$1,078,480$61,351▲ $47,805-$1,127,012
2013$1,050,118$33,835▲ $91,114$88,049$1,078,480
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vickie ColemanChief Executive Officer, President and DirectorFT$139,439$16,101$155,540
Vickie ColemanChief Executive Officer, President a-$129,033$26,507$155,540

Board Members and Trustees

NameTitle
Robert SlaughterChairman
Paul SmithVice President
Brent SmithDirector
Chris KirkpatrickDirector
Doris TerrellDirector
Fred OffuttDirector
Mark LeachDirector
Mark Nielsen JrDirector
Tish NormanDirector
Michael MorrisonDirector of Finance
Lori SidronySecretary
Doug WorrellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$829,690
Program Service Revenue
$14,044
Investment Income
$63,091
Other Revenue
$38,467
All Other Contributions
$829,690
Change in Net Assets
$50,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$945,292
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$153,031
Total Revenue per Audited Statements
$1,098,323
Total Revenue per Form 990
$945,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$587,841
Other Expenses$192,426
Grants and Similar Amounts Paid$114,484
Total Fundraising Expense$60,228
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$368,980$9,242$39,893$418,115
Current Officers, Directors, Trustees, and Key Employees$136,875$4,666$13,998$155,539
Grants to Domestic Individuals$114,484--$114,484
Other Expenses$60,865$12,148-$73,013
Office Expenses$31,961$9,758$3,025$44,744
Travel$31,234$2,335$347$33,916
Fees for Services Accounting$23,907$2,095$2,368$28,370
Pension Plan Contributions-$14,187-$14,187
Advertising$8,777$1,348-$10,125
Depreciation Depletion$976$505$98$1,579
Insurance-$180$499$679
Total Functional Expenses$778,059$56,464$60,228$894,751

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,007,489
Expenses per Audited Statements$894,751
Total Expenses per Form 990$894,751
Expenses Not Reported on Form 990$112,738
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,270
Fundraising Direct Expenses$16,803
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$55,270$55,270$2,443$52,827
Total Events$55,270$55,270$16,803$38,467
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable - Long-term$30,000
Scholarships Payable - Current$15,000
Pledges Payable$3,000
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The ceo works with the director of finance or other board members as necessary to provide inputs to the preparing firm. Once the entire form is completed by the firm; the ceo, director of finance, and board tresurer review the form before it is signed and submitted to the department of treasury.”

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

“Reviewed by the board on an annual basis”

Form 990, Part VI, Section B, Line 15

“The finance and audit committee reviews salary compensation guides for applicable jobs in both the fort worth communities and national positions. After review by hr personnel and compliance with any recommended changes, the finance and audit committee makes the salary recommendation to the fcef board for approval.”

Form 990, Part VI, Section C, Line 18

“All applicable forms are posted on the organization's public website and provided to other monitoring organizations such as guidestar”

Form 990, Part VI, Section C, Line 19

“Financial documents and annual reports are posted on the organization's public website and provided to other monitoring organizations such as guidestar. Any governing documents are provided to anyone who requests the document.”

Filing and Contact Details

Filer

Filer Name
First Command Educational Foundation
EIN
75-1973894
Phone
8175692260
Address
1 FIRSTCOMM PLAZA, FORT WORTH, TX 76109-4999

Signing Officer

Name
Vickie Coleman
Title
Chief Executive Officer
Phone
8177318621
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vickie Coleman
Formed
1983
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
12
Employees
8
Volunteers
190

Preparer

Firm
Calvetti Ferguson
Address
6300 RIDGLEA PLACE SUITE 810, FORT WORTH, TX 76116
Preparer
Keith Hollar CPA
Phone
8174358600
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“First command educational foundation (the "foundation") is a 501(c)(3) public charity that provides grant support for charitable, religious, scientific, literary or educational purposes and conducts financial educational programs. The major programs of the foundation are as follows: scholarship program - provides scholarships for those military and civilian individuals pursuing undergraduate and graduate degrees as well as trade programs and professional certification. Education - provides financial education courses and classroom instruction to individuals, businesses, and community organizations.”

Financial Statement Notes

PART V, LINE 4:

“The purpose of all endowment funds is to award scholarship grants. One endowment, jay smith, also pays out dollars to provide unit recognition and individual achievement.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment for golf tournament expenses on part viii and schedule g”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment for golf tournament expenses on part viii and schedule g”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF EXECUTIVE OFFICER, PRESIDENT AND DIRECTOR
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0499
IRS990/InsuranceGrp/ManagementAndGeneralAmt0180
IRS990/InsuranceGrp/TotalAmt0679
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03789
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02257
IRS990/InvestmentIncomeGrp/ExclusionAmt063091
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063091
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0232862
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0347545
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01138365
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01194455
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014112
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02969
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04188
IRS990/LandBldgEquipCostOrOtherBssAmt018300
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01474095
IRS990/NetAssetsOrFundBalancesEOYAmt01564929
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt038467
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038467
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt040293
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt03025
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09758
IRS990/OfficeExpensesGrp/ProgramServicesAmt031961
IRS990/OfficeExpensesGrp/TotalAmt044744
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012148
IRS990/OtherExpensesGrp/ProgramServicesAmt060865
IRS990/OtherExpensesGrp/TotalAmt073013
IRS990/OtherLiabilitiesGrp/BOYAmt066530
IRS990/OtherLiabilitiesGrp/EOYAmt048000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039893
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09242
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0368980
IRS990/OtherSalariesAndWagesGrp/TotalAmt0418115
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt017307
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt019110
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014187
IRS990/PensionPlanContributionsGrp/TotalAmt014187
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01004000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01004000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0VICKIE COLEMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0FINANCIAL EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014044
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014044
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION - PROVIDES FINANCIAL EDUCATION COURSES AND CLASSROOM INSTRUCTION TO INDIVIDUALS, BUSINESSES, AND COMMUNITY ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0558921
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt014044
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0796419
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0204750
IRS990/PYInvestmentIncomeAmt094211
IRS990/PYOtherExpensesAmt085349
IRS990/PYOtherRevenueAmt061312
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt089350
IRS990/PYSalariesCompEmpBnftPaidAmt0572493
IRS990/PYTotalExpensesAmt0862592
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0951942
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt050541
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0829691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0796419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0793199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0702291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0662218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03783818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt063091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt094211
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt061133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt070451
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050598
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0339484
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0311356
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43910
IRS990ScheduleA/PublicSupportPY170Pct00.43210
IRS990ScheduleA/PublicSupportTotal170Amt01810488
IRS990ScheduleA/SubstantialContributorsTotAmt01973330
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0829691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0796419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0793199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0702291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0662218
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03783818
IRS990ScheduleA/TotalSupportAmt04123302
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.19000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01138365
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012967
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01194455
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt045462
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt088585
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01100126
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01138365
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt058310
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt083789
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01127012
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt036920
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01100126
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt034820
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28986
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01078480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt061351
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01127012
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt060624
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047805
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01050118
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt033835
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01078480
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt08538
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091114
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt088049
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt095934
IRS990ScheduleD/DonatedServicesUseFcltsAmt095934
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04188
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014112
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018300
IRS990ScheduleD/ExpensesNotReportedAmt0112738
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0894751
IRS990ScheduleD/NetUnrealizedGainsInvstAmt040293
IRS990ScheduleD/OtherExpensesIncludedAmt016804
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt230000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PLEDGES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SCHOLARSHIPS PAYABLE - CURRENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SCHOLARSHIPS PAYABLE - LONG-TERM
IRS990ScheduleD/OtherRevenueAmt016804
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0347545
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BOARD RESERVED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.73000
IRS990ScheduleD/RevenueNotReportedAmt0153031
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0945292
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF ALL ENDOWMENT FUNDS IS TO AWARD SCHOLARSHIP GRANTS. ONE ENDOWMENT, JAY SMITH, ALSO PAYS OUT DOLLARS TO PROVIDE UNIT RECOGNITION AND INDIVIDUAL ACHIEVEMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENT FOR GOLF TOURNAMENT EXPENSES ON PART VIII AND SCHEDULE G
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT FOR GOLF TOURNAMENT EXPENSES ON PART VIII AND SCHEDULE G
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.08000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04188
IRS990ScheduleD/TotalBookValueSecuritiesAmt0347545
IRS990ScheduleD/TotalExpensesPerForm990Amt0894751
IRS990ScheduleD/TotalLiabilityAmt048000
IRS990ScheduleD/TotalRevenuePerForm990Amt0945292
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01098323
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01007489
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016803
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055270
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038467

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,681,906
Liabilities
$116,977
Net assets
$1,564,929
Revenue
$945,292
Expenses
$894,751
Net income
$50,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.10$1.90$0.98$0.95$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.11$1.82$1.10$1.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.17$1.75$1.08$1.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.07$2.04$1.06$0.90$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.09$1.83$1.17$0.97$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.08$1.60$1.22$1.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.12$1.43$1.20$1.23$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.12$1.56$0.95$0.89$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.14$1.47$0.95$0.86$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.06$1.38$0.90$0.78$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.05$1.35$0.82$0.73$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.04$1.29$0.74$0.62$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.06$1.13$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.06$1.06$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.09$1.11$0.76