Civic Intelligence

Houston Grand Opera Endowment Inc.

990 • Fiscal year 2016 • EIN 76-0038314

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 14, 2016

Organization ProfileN/A
510 PrestonHouston, TX 77002

(713) 546-0257

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

2nd percentile

0.00x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

19th percentile

-7.5%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

31st percentile

-1.6%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Down

$57,819,531

Down $950,643 (-1.6%) from 2015

Net Assets

Down

$57,819,531

Down $950,643 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin19th percentile

Revenue

Down

$3,679,083

Down $1,495,477 (-29%) from 2015

Expenses

Up

$3,953,846

Up $1,779,418 (+82%) from 2015

Net Income

Down

-$274,763

Down $3,274,895 (-109%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$150M$100M$50M$0Assets 2011: $47,127,641Liabilities 2011: $0Net Assets 2011: $47,127,6412011Assets 2012: $46,067,352Liabilities 2012: $0Net Assets 2012: $46,067,3522012Assets 2013: $52,420,392Liabilities 2013: $10,261Net Assets 2013: $52,410,1312013Assets 2014: $56,301,236Liabilities 2014: $0Net Assets 2014: $56,301,2362014Assets 2015: $58,770,174Liabilities 2015: $0Net Assets 2015: $58,770,1742015Assets 2016: $57,819,531Liabilities 2016: $0Net Assets 2016: $57,819,5312016Assets 2017: $59,259,136Liabilities 2017: $0Net Assets 2017: $59,259,1362017Assets 2018: $68,447,155Liabilities 2018: $0Net Assets 2018: $68,447,1552018Assets 2019: $69,444,046Liabilities 2019: $26,552Net Assets 2019: $69,417,4942019Assets 2020: $73,373,841Liabilities 2020: $57,313Net Assets 2020: $73,316,5282020Assets 2021: $94,842,059Liabilities 2021: $78,067Net Assets 2021: $94,763,9922021Assets 2022: $88,799,109Liabilities 2022: $0Net Assets 2022: $88,799,1092022Assets 2023: $104,946,305Liabilities 2023: $0Net Assets 2023: $104,946,3052023Assets 2024: $120,594,660Liabilities 2024: $118,258Net Assets 2024: $120,476,4022024

Highlighted filing

2016

Assets$57,819,531
Liabilities$0
Net Assets$57,819,531
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $2,282,6402011Expenses 2012: $2,230,4922012Expenses 2013: $3,179,7792013Revenue 2014: $3,810,432Expenses 2014: $2,236,798Net Income 2014: $1,573,6342014Revenue 2015: $5,174,560Expenses 2015: $2,174,428Net Income 2015: $3,000,1322015Revenue 2016: $3,679,083Expenses 2016: $3,953,846Net Income 2016: -$274,7632016Revenue 2017: $3,616,123Expenses 2017: $4,203,584Net Income 2017: -$587,4612017Revenue 2018: $8,754,867Expenses 2018: $2,740,579Net Income 2018: $6,014,2882018Revenue 2019: $5,411,103Expenses 2019: $2,995,618Net Income 2019: $2,415,4852019Revenue 2020: $6,541,019Expenses 2020: $2,909,321Net Income 2020: $3,631,6982020Revenue 2021: $24,478,386Expenses 2021: $3,190,290Net Income 2021: $21,288,0962021Revenue 2022: $5,091,198Expenses 2022: $3,386,633Net Income 2022: $1,704,5652022Revenue 2023: $16,748,714Expenses 2023: $3,719,489Net Income 2023: $13,029,2252023Revenue 2024: $8,016,852Expenses 2024: $4,015,494Net Income 2024: $4,001,3582024

Highlighted filing

2016

Revenue$3,679,083
Expenses$3,953,846
Net Income-$274,763
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 14, 2016
Return Version
2015v2.0
Gross Receipts
$9,961,066
Mission and Program Overview

Mission

This organization accepts, receives, holds, and invests endowment funds for the benefit of Houston Grand Opera Association of Houston, Texas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$39,835,020$40,332,028▲ $497,008
Investments Other Securities$11,317,088$12,062,467▲ $745,379
Pledges and Grants Receivable$3,695,871$3,159,279▼ $536,592
Cash and Non-Interest-Bearing Accounts$1,922,175$265,737▼ $1,656,438
Land, Buildings, and Equipment, Net$20$20→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$58,770,174$57,819,531▼ $950,643
Other Assets Total$2,000,000$2,000,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$43,382,714$45,752,337▲ $2,369,623
Temporarily Rstr Net Assets$14,722,441$11,226,027▼ $3,496,414
Unrestricted Net Assets$665,019$841,167▲ $176,148
Total Net Assets Fund Balance$58,770,174$57,819,531▼ $950,643
Total Liabilities and Net Assets / Fund Balance$58,770,174$57,819,531▼ $950,643

Asset Categories

AssetBook ValueDepreciationBasis
Land$20--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$58,770,174$2,529,817▲ $244,822-$57,819,531
2014$56,301,236$2,726,178▲ $1,651,410-$58,770,174
2013$52,410,131$843,353▲ $5,080,285-$56,301,236
2012$46,067,352$3,478,580▲ $5,809,579-$52,410,131
2011$47,127,641$454,627▲ $486,117-$46,067,352
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Janet Langford CarrigChairman
Terrylin NealeSenior Chairman
James CrownoverTrustee
Richard HusseiniTrustee
Robert HunterTrustee
Scott WiseTrustee
William E ColburnTrustee
Yolanda KnullTrustee
Stephen KaufmanSecretary
Thomas RushingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,529,817
Program Service Revenue
$0
Investment Income
$1,135,654
Other Revenue
$13,612
All Other Contributions
$2,529,817
Change in Net Assets
$-274,763

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,450,519
Revenue Not Reported on Financial Statements
$228,564
Revenue Not Reported on Form 990
$24,474,342
Total Revenue per Audited Statements
$27,924,861
Total Revenue per Form 990
$3,679,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,710,257
Other Expenses$243,589
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,710,257--$3,710,257
Fees for Service Investment Mgmnt Fees-$228,564-$228,564
Fees for Services Accounting-$13,525-$13,525
Office Expenses-$1,500-$1,500
Total Functional Expenses$3,710,257$243,589$0$3,953,846

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$27,130,070
Expenses Not Reported on Form 990$27,115,045
Total Expenses per Form 990$3,953,846
Expenses Not Reported on Financial Statements$3,938,821
Other Expense Adjustments$3,710,257
Expenses per Audited Statements$15,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hou Grand Opera Assoc IncHouston, TX501(c)(3)General support$3,710,257
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The governing board of directors of Houston Grand Opera Association, Inc. appoints the board of trustees of Houston Grand Opera Endowment, Inc.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Article II of Houston Grand Opera Endowment, Inc.'s bylaws may not be altered, amended or repealed without a majority vote of the governing board of directors of Houston Grand Opera Association, Inc. Article II describes the manner in which trustees are determined as well as the number of trustees and their powers.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Management reviews the 990 and provides a copy to the board of directors via email prior to filing with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“When the board is elected for the upcoming fiscal year, each member is emailed a copy of the conflict of interest statement for review. At the first board of directors meeting of the year, the conflict of interest statement is handed out and a request is made to fill it out and return it. Shortly after, the returned statements are compiled and reviewed. Members who have not completed it are contacted and requested to complete it again.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The financial statements are available on www.houstongrandopera.org and the other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Houston Grand Opera Endowment Inc
EIN
76-0038314
Phone
7135460257
Address
510 Preston, Houston, TX 77002

Signing Officer

Name
Janet Langford Carrig
Title
Chairman
Signed
2016-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Langford Carrig
Formed
1982
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The organization's endowment funds are held solely to support the following activities of Houston Grand Opera Association: general operating, studio, electronic media, music director chair, new productions, Concert of Arias, education, Spring Opera Festival, new productions with artistic merit, and Wagner opera performances.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Consol. audit - revenue of affiliates $25150222”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Consol. audit - expenses of affiliates $27115045”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Grant to affiliate $3710257”

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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/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06281983
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0This organization accepts, receives, holds, and invests endowment funds for the benefit of Houston Grand Opera Association of Houston, Texas.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt058770174
IRS990/NetAssetsOrFundBalancesEOYAmt057819531
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-77385
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IRS990/OfficeExpensesGrp/TotalAmt01500
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03159279
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Janet Langford Carrig
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02726178
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01893938
IRS990/PYInvestmentIncomeAmt02420817
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0280490
IRS990/PYOtherRevenueAmt027565
IRS990/PYRevenuesLessExpensesAmt03000132
IRS990/PYTotalExpensesAmt02174428
IRS990/PYTotalRevenueAmt05174560
IRS990/QuidProQuoContributionsInd0false
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-274763
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt013612
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt013612
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0746016764
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03953846
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Houston Grand Opera Association
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03953846
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01450
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt015025
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt058770174
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02529817
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt057819531
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03710257
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0244822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014712
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt056301236
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02726178
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt058770174
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01893938
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01651410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt017479
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt052410131
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0843353
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt056301236
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02015054
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014948
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01986322
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0486117
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt027115045
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03938821
IRS990ScheduleD/ExpensesSubtotalAmt015025
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0228564
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0228564
IRS990ScheduleD/LandGrp/BookValueAmt020
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt020
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-675880
IRS990ScheduleD/OtherExpensesIncludedAmt027115045
IRS990ScheduleD/OtherExpensesNotIncludedAmt03710257
IRS990ScheduleD/OtherRevenueAmt025150222
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.79130
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt024474342
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0228564
IRS990ScheduleD/RevenueSubtotalAmt03450519
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization's endowment funds are held solely to support the following activities of Houston Grand Opera Association: general operating, studio, electronic media, music director chair, new productions, Concert of Arias, education, Spring Opera Festival, new productions with artistic merit, and Wagner opera performances.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Consol. audit - revenue of affiliates $25150222
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Consol. audit - expenses of affiliates $27115045
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Grant to affiliate $3710257
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.19420
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020
IRS990ScheduleD/TotalBookValueSecuritiesAmt012062467
IRS990ScheduleD/TotalExpensesPerForm990Amt03953846

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,819,531
Liabilities
$0
Net assets
$57,819,531
Revenue
$3,679,083
Expenses
$3,953,846
Net income
-$274,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$121$0.12$120$8.02$4.02$4.00
2023Summary only. Only limited summary data is available for this year.$105$0.00$105$16.7$3.72$13.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.8$0.00$88.8$5.09$3.39$1.70
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.8$0.08$94.8$24.5$3.19$21.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.4$0.06$73.3$6.54$2.91$3.63
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.4$0.03$69.4$5.41$3.00$2.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.4$0.00$68.4$8.75$2.74$6.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.3$0.00$59.3$3.62$4.20$0.59
2016Detailed filing. Detailed filing data is available for this year.$57.8$0.00$57.8$3.68$3.95$0.27
2015Summary only. Only limited summary data is available for this year.$58.8$0.00$58.8$5.17$2.17$3.00
2014Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$3.81$2.24$1.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.4$0.01$52.4$3.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.1$0.00$46.1$2.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$0.00$47.1$2.28