Civic Intelligence

The Incarnation Foundation Inc

990 • Fiscal year 2020 • EIN 75-2222101

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 02, 2021

Organization Profilewww.foundation.incarnation.org

Refreshing map…

3966 Mckinney AvenueDallas, TX 75204

(214) 521-5101

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

37th percentile

0.4%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

59th percentile

10%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$14,799,195

Up $1,377,078 (+10%) from 2019

Net Assets

Up

$14,799,195

Up $1,377,078 (+10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin37th percentile

Revenue

Down

$366,796

Down $378,327 (-51%) from 2019

Expenses

Up

$365,456

Up $145,364 (+66%) from 2019

Net Income

Down

$1,340

Down $523,691 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $3,073,974Liabilities 2010: $0Net Assets 2010: $3,073,9742010Assets 2011: $4,418,874Liabilities 2011: $1,000Net Assets 2011: $4,417,8742011Assets 2012: $5,770,595Liabilities 2012: $0Net Assets 2012: $5,770,5952012Assets 2013: $7,082,986Liabilities 2013: $265,900Net Assets 2013: $6,817,0862013Assets 2014: $7,805,970Liabilities 2014: $254,804Net Assets 2014: $7,551,1662014Assets 2015: $7,304,737Liabilities 2015: $17,500Net Assets 2015: $7,287,2372015Assets 2016: $7,443,083Liabilities 2016: $16,348Net Assets 2016: $7,426,7352016Assets 2017: $8,971,279Liabilities 2017: $11,969Net Assets 2017: $8,959,3102017Assets 2018: $11,096,682Liabilities 2018: $6,258Net Assets 2018: $11,090,4242018Assets 2019: $13,422,117Liabilities 2019: $0Net Assets 2019: $13,422,1172019Assets 2020: $14,799,195Liabilities 2020: $0Net Assets 2020: $14,799,1952020Assets 2021: $17,173,622Liabilities 2021: $25,759Net Assets 2021: $17,147,8632021Assets 2022: $14,981,411Liabilities 2022: $54,923Net Assets 2022: $14,926,4882022Assets 2023: $16,360,634Liabilities 2023: $3,076Net Assets 2023: $16,357,5582023Assets 2024: $18,024,562Liabilities 2024: $149,504Net Assets 2024: $17,875,0582024

Highlighted filing

2020

Assets$14,799,195
Liabilities$0
Net Assets$14,799,195
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $113,8672010Expenses 2011: $43,3272011Expenses 2012: $214,6332012Revenue 2013: $1,027,818Expenses 2013: $406,745Net Income 2013: $621,0732013Revenue 2014: $1,362,517Expenses 2014: $616,303Net Income 2014: $746,2142014Revenue 2015: $1,894,975Expenses 2015: $891,694Net Income 2015: $1,003,2812015Revenue 2016: $305,648Expenses 2016: $379,788Net Income 2016: -$74,1402016Revenue 2017: $1,940,931Expenses 2017: $980,097Net Income 2017: $960,8342017Revenue 2018: $3,663,670Expenses 2018: $490,004Net Income 2018: $3,173,6662018Revenue 2019: $745,123Expenses 2019: $220,092Net Income 2019: $525,0312019Revenue 2020: $366,796Expenses 2020: $365,456Net Income 2020: $1,3402020Revenue 2021: $1,137,419Expenses 2021: $288,497Net Income 2021: $848,9222021Revenue 2022: $890,660Expenses 2022: $190,808Net Income 2022: $699,8522022Revenue 2023: $715,449Expenses 2023: $989,916Net Income 2023: -$274,4672023Revenue 2024: $517,564Expenses 2024: $557,841Net Income 2024: -$40,2772024

Highlighted filing

2020

Revenue$366,796
Expenses$365,456
Net Income$1,340
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 2, 2021
Return Version
2020v4.0
Gross Receipts
$366,796
Mission and Program Overview

Mission

Support of the church of the incarnation through effective investment management and distribution of grants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,638,093$13,271,170▲ $1,633,077
Investments Other Securities$803,000$857,033▲ $54,033
Cash and Non-Interest-Bearing Accounts$802,313$621,392▼ $180,921
Other Notes and Loans Receivable, Net$178,711$49,600▼ $129,111
Total Assets$13,422,117$14,799,195▲ $1,377,078
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,679,650$11,882,891▲ $1,203,241
Net Assets Without Donor Restrictions$2,742,467$2,916,304▲ $173,837
Total Net Assets Fund Balance$13,422,117$14,799,195▲ $1,377,078
Total Liabilities and Net Assets / Fund Balance$13,422,117$14,799,195▲ $1,377,078

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$50,503--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$11,435,985$80,813▲ $1,530,600$0$12,690,568
2019$9,696,526$52,082▲ $1,888,663$0$11,435,985
2018$8,062,519$103,515▲ $1,913,482$0$9,696,526
2017$6,712,905$812,338▲ $909,626$0$8,062,519
2016$6,646,834$41,793▲ $366,428$0$6,712,905
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Robert DransfieldPresident
Brad FrancisBoard Member
Carla BushBoard Member
Carole MontgomeryBoard Member
David LeBlancBoard Member
Drew CrichtonBoard Member
Jann MackeyBoard Member
Jennifer HargraveBoard Member
Joseph ChumleaBoard Member
Neel Lemon IIIBoard Member
Sharon McGowanBoard Member
Lauren PalmerAssistant Treasurer
Stuart BushEx Officio
Holland GarySecretary
Rebel RobertsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,036
Program Service Revenue
$0
Investment Income
$257,339
Other Revenue
$4,421
All Other Contributions
$105,036
Change in Net Assets
$1,340

Audited Revenue Reconciliation

Revenue per Audited Statements
$366,796
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,375,738
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,742,534
Total Revenue per Form 990
$366,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$313,300
Other Expenses$27,232
Salaries, Compensation, and Employee Benefits$24,924
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$313,300--$313,300
Other Salaries and Wages-$21,244-$21,244
Fees for Services Accounting-$14,778-$14,778
Insurance-$5,727-$5,727
Office Expenses$1,498$2,229-$3,727
Fees for Services Management-$3,000-$3,000
Other Employee Benefits-$2,035-$2,035
Payroll Taxes-$1,645-$1,645
Total Functional Expenses$314,798$50,658$0$365,456

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$365,456
Total Expenses per Audited Statements$365,456
Total Expenses per Form 990$365,456
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Church of the IncarnationDallas, TX501(c)3To further the mission of the church: Fellows program, music department.$31,300
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
Backup withholding compliance
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
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 A, Line 2

“David LeBlanc, a foundation board member, has a family relationship with a salaried, key employee of the supported organzation, the church. Carla Bush, a foundation board member, has a family relationship with the senior warden of the vestry board for the church. Lauren Palmer, a foundation board member, has a family relationship with a member of the vestry board for the church.”

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

“The board officers review the Form 990 prior to filing.”

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

“Policies are regularly reviewed to maintain compliance.”

Form 990, Part VI, Section B, Line 15

“The Foundation does not compensate officers or directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflicts of interest, and financial documents are provided to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Incarnation Foundation
EIN
75-2222101
Phone
2145215101
Address
3966 MCKINNEY AVENUE, DALLAS, TX 75204

Signing Officer

Name
Rebel Robertson
Title
Treasurer
Phone
2145215101
Signed
2021-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Dransfield
Formed
1988
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
21

Preparer

Firm
Angela K Brunott CPA
Address
114 Wollschlaeger Dr, Boerne, TX 78006
Preparer
Angela Brunott
Phone
2144557571
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Board designated endowments are for the purpose of rectory housing for the church. Permanently and Temporarily restricted endowments are for the following purposes: Rector's discretionary fund, Outreach, Seminarian support, Music Ministry, Memorials, Pastoral care, Maintenance/New Construction, Youth Scholarships, Community of Hope ministry, and Rectory Housing.”

Schedule D, Part X, Line 2

“Fin 48 Footnote: The church and the foundation are nonprofit organizations as defined in Section 501(c)3 of the Internal Revenue Code that are exempt from federal income taxes under Section 501(A) of the code. Venture and Belfort are both single-member LLC for-profit entities owned by the foundation and are not required to file a separate return. Rather, their income, if any and if unrelated to the foundation's exempt purpose, is taxed at the Foundation's level. FASB issued an interpretation regarding uncertainty of income taxes. This interpretation clarified when an uncertainty in income taxes should be recognized in an enterprise's financial statements in accordance with FASB ASC 740-10, Accounting for Income Taxes, and is effective for fiscal years beginning after December 15, 2008. The foundation adopted the provisions for 2009 and the adoption did not impact the amounts reported in the foundation's financial statements.”

Raw XML AppendixShowing 400 of 657 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm10Neel Lemon III
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
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IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt0313300
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0313300
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0313300
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0366796
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05727
IRS990/InsuranceGrp/TotalAmt05727
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0257339
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0257339
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0803000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0857033
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011638093
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013271170
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt04421
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt04421
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0SUPPORT OF THE CHURCH OF THE INCARNATION THROUGH EFFECTIVE INVESTMENT MANAGEMENT AND DISTRIBUTION OF GRANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013422117
IRS990/NetAssetsOrFundBalancesEOYAmt014799195
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01375738
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02742467
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02916304
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02229
IRS990/OfficeExpensesGrp/ProgramServicesAmt01498
IRS990/OfficeExpensesGrp/TotalAmt03727
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02035
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02035
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt04421
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021244
IRS990/OtherSalariesAndWagesGrp/TotalAmt021244
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0178711
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt049600
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01645
IRS990/PayrollTaxesGrp/TotalAmt01645
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Robert Dransfield
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0453723
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0161545
IRS990/PYInvestmentIncomeAmt0289950
IRS990/PYOtherExpensesAmt034130
IRS990/PYOtherRevenueAmt01450
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0525031
IRS990/PYSalariesCompEmpBnftPaidAmt024417
IRS990/PYTotalExpensesAmt0220092
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0745123
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01340
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
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/EIN0750808771
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0313300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE CHURCH OF THE INCARNATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0313300
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/BoardDesignatedBalanceEOYPct00.064
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt043530
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011435985
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt080813
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012690568
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0313300
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01530600
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt060543
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09696526
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt052082
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011435985
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0140743
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01888663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt071396
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08062519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0103515
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09696526
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0311594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01913482
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt058865
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06712905
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0812338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08062519
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0313485
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0909626
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt078717
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06646834
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt041793

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,799,195
Liabilities
$0
Net assets
$14,799,195
Revenue
$366,796
Expenses
$365,456
Net income
$1,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.15$17.9$0.52$0.56$0.04
2023Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.72$0.99$0.27
2022Detailed filing. Detailed filing data is available for this year.$15.0$0.05$14.9$0.89$0.19$0.70
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.03$17.1$1.14$0.29$0.85
2020Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.37$0.37$0.00
2019Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.75$0.22$0.53
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.1$3.66$0.49$3.17
2017Detailed filing. Detailed filing data is available for this year.$8.97$0.01$8.96$1.94$0.98$0.96
2016Detailed filing. Detailed filing data is available for this year.$7.44$0.02$7.43$0.31$0.38$0.07
2015Detailed filing. Detailed filing data is available for this year.$7.30$0.02$7.29$1.89$0.89$1.00
2014Detailed filing. Detailed filing data is available for this year.$7.81$0.25$7.55$1.36$0.62$0.75
2013Detailed filing. Detailed filing data is available for this year.$7.08$0.27$6.82$1.03$0.41$0.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.00$5.77$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.00$4.42$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.00$3.07$0.11