Civic Intelligence

Permanent Endowment Fund of the Moody Memorial First United Method

990 • Fiscal year 2018 • EIN 76-0680471

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
2200 Market StreetGalveston, TX 77550

(409) 744-4526

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.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

2nd percentile

0.00x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$148,028

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

18th percentile

-4.5%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Down

$86,509,295

Down $4,081,651 (-4.5%) from 2017

Net Assets

Down

$86,509,295

Down $4,081,651 (-4.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin80th percentile

Revenue

Up

$14,837,299

Up $3,143,353 (+27%) from 2017

Expenses

Up

$11,069,405

Up $637,756 (+6.1%) from 2017

Net Income

Up

$3,767,894

Up $2,505,597 (+198%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$600M$400M$200M$0Assets 2010: $51,358,245Liabilities 2010: $0Net Assets 2010: $51,358,2452010Assets 2011: $53,019,520Liabilities 2011: $0Net Assets 2011: $53,019,5202011Assets 2012: $60,822,190Liabilities 2012: $0Net Assets 2012: $60,822,1902012Assets 2013: $70,378,518Liabilities 2013: $0Net Assets 2013: $70,378,5182013Assets 2014: $73,718,997Liabilities 2014: $0Net Assets 2014: $73,718,9972014Assets 2015: $74,467,126Liabilities 2015: $0Net Assets 2015: $74,467,1262015Assets 2016: $80,218,330Liabilities 2016: $0Net Assets 2016: $80,218,3302016Assets 2017: $90,590,946Liabilities 2017: $0Net Assets 2017: $90,590,9462017Assets 2018: $86,509,295Liabilities 2018: $0Net Assets 2018: $86,509,2952018Assets 2019: $101,038,593Liabilities 2019: $753,849Net Assets 2019: $100,284,7442019Assets 2020: $111,006,761Liabilities 2020: $3,557,586Net Assets 2020: $107,449,1752020Assets 2021: $123,313,594Liabilities 2021: $472,405Net Assets 2021: $122,841,1892021Assets 2022: $104,208,828Liabilities 2022: $560,472Net Assets 2022: $103,648,3562022Assets 2023: $123,555,922Liabilities 2023: $1,694,747Net Assets 2023: $121,861,1752023Assets 2024: $412,025,898Liabilities 2024: $8,521,091Net Assets 2024: $403,504,8072024

Highlighted filing

2018

Assets$86,509,295
Liabilities$0
Net Assets$86,509,295
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$400M$300M$200M$100M$0Expenses 2010: $4,366,0482010Expenses 2011: $4,402,7452011Expenses 2012: $4,422,3322012Revenue 2013: $11,188,267Expenses 2013: $5,287,131Net Income 2013: $5,901,1362013Revenue 2014: $14,501,555Expenses 2014: $8,870,989Net Income 2014: $5,630,5662014Revenue 2015: $17,744,102Expenses 2015: $8,810,197Net Income 2015: $8,933,9052015Revenue 2016: $10,923,624Expenses 2016: $8,539,788Net Income 2016: $2,383,8362016Revenue 2017: $11,693,946Expenses 2017: $10,431,649Net Income 2017: $1,262,2972017Revenue 2018: $14,837,299Expenses 2018: $11,069,405Net Income 2018: $3,767,8942018Revenue 2019: $13,803,071Expenses 2019: $10,245,661Net Income 2019: $3,557,4102019Revenue 2020: $14,451,049Expenses 2020: $10,570,720Net Income 2020: $3,880,3292020Revenue 2021: $19,045,257Expenses 2021: $5,182,237Net Income 2021: $13,863,0202021Revenue 2022: $12,563,184Expenses 2022: $9,842,261Net Income 2022: $2,720,9232022Revenue 2023: $19,121,503Expenses 2023: $11,625,776Net Income 2023: $7,495,7272023Revenue 2024: $312,657,414Expenses 2024: $25,828,349Net Income 2024: $286,829,0652024

Highlighted filing

2018

Revenue$14,837,299
Expenses$11,069,405
Net Income$3,767,894
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$24,294,413
Mission and Program Overview

Mission

To hold, administer and distribute funds exclusively to and in aid of the religious, charitable and educational purposes at moody methodist church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$75,710,495$70,703,421▼ $5,007,074
Accounts Receivable$4,717,774$5,530,008▲ $812,234
Cash and Non-Interest-Bearing Accounts$5,094,929$5,208,118▲ $113,189
Investments Other Securities$5,067,748$5,067,748→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$90,590,946$86,509,295▼ $4,081,651
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$90,590,946$86,509,295▼ $4,081,651
Total Net Assets Fund Balance$90,590,946$86,509,295▼ $4,081,651
Total Liabilities and Net Assets / Fund Balance$90,590,946$86,509,295▼ $4,081,651

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$90,590,946$160▲ $6,987,754$263,309$86,509,295
2017$80,218,332-▲ $20,804,263$335,532$90,590,946
2016$74,467,128-▲ $14,290,992$131,971$80,218,332
2015$73,718,998-▲ $9,558,328$118,789$74,467,128
2014$70,378,518-▲ $12,211,468$139,823$73,718,998
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bert R BagleyChief Executive OfficerFT$146,200$1,828$148,028
Randall K RobinsonCFOFT$50,000$1,500$51,500

Board Members and Trustees

NameTitle
Jere PedersonChairman
Carole GardDirector
Fred a OdomDirector
HAROLD McCRAKENDirector
Samanta SealeDirector
Scott JamesDirector
Stan LedbetterDirector
Steve ConnerDirector
Carolyn CoxSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$14,837,139
Other Revenue
$160
Change in Net Assets
$3,767,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,478,579
Salaries, Compensation, and Employee Benefits$309,198
Other Expenses$281,628
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,288,990--$10,288,990
Current Officers, Directors, Trustees, and Key Employees$98,100$98,100-$196,200
Foreign Grants$189,589--$189,589
Fees for Services Legal-$114,400-$114,400
Other Salaries and Wages$43,527$43,527-$87,054
Occupancy-$50,921-$50,921
Fees for Services Other$25,004$25,004-$50,008
Conferences and Meetings$26,509--$26,509
Office Expenses-$15,903-$15,903
Information Technology$13,432--$13,432
Pension Plan Contributions$5,732$5,732-$11,464
Payroll Taxes$4,661$4,661-$9,322
Fees for Services Accounting-$5,977-$5,977
Other Employee Benefits$2,579$2,579-$5,158
Insurance-$4,149-$4,149
Other Expenses-$329-$329
Total Functional Expenses$10,698,123$371,282$0$11,069,405
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See attached listGalveston, TX--$10,249,018

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Line 4: Description of Significant Changes to Organizational Documents

“The organization revised and restated its Bylaws in January 2017. The changes include:1) Reflecting the change of the Endowment Fund from Trust to Texas Non-Profit Corporation (May 2000).2) Changing the language of the prior Trust Indenture governing the unincoporated Permanent Endowment Fund to acknowledge the changes in language required by the incorporation (May 2000).3) Making the Bylaws current by including both the prior amendments to the previous Trust Indenture and the current practices of the Church and the Endowment Fund Directors (September 2007).4) Modifying the terms of the Directors of the Fund (August 2013).5) Modifying the terms of the match for annual giving to the Church (January 2017).”

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

“Copies of 990 Tax Return are distributed to members of the board for review and approval. Once approved, the board President is granted the authority to sign and file the Form 990 together with all its schedules and attachments.”

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

“Governing documents, policies and financial statements are available to public upon request.”

Filing and Contact Details

Filer

Filer Name
Permanent Endowment Fund of
EIN
76-0680471
Phone
4097444526
Address
2200 MARKET STREET, GALVESTON, TX 77550

Signing Officer

Name
Fred a Odom
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
15

Preparer

Firm
Katherine Overbeck Maxwell CPA Pllc
Address
2200 MARKET ST STE 703, GALVESTON, TX 77550-1532
Preparer
Katherine O Maxwell
Phone
4097655287
Raw XML AppendixShowing 400 of 548 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/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt075710495
IRS990/InvestmentsPubTradedSecGrp/EOYAmt070703421
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09457114
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO HOLD, ADMINISTER AND DISTRIBUTE FUNDS EXCLUSIVELY TO AND IN AID OF THE RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES AT MOODY METHODIST CHURCH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt090590946
IRS990/NetAssetsOrFundBalancesEOYAmt086509295
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0943108
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0943108
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7849545
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt050921
IRS990/OccupancyGrp/TotalAmt050921
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015903
IRS990/OfficeExpensesGrp/TotalAmt015903
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02579
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02579
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05158
IRS990/OtherExpensesGrp/Desc0MISC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0329
IRS990/OtherExpensesGrp/TotalAmt0329
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0160
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0160
IRS990/OtherRevenueTotalAmt0160
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt043527
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt043527
IRS990/OtherSalariesAndWagesGrp/TotalAmt087054
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04661
IRS990/PayrollTaxesGrp/ProgramServicesAmt04661
IRS990/PayrollTaxesGrp/TotalAmt09322
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05732
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05732
IRS990/PensionPlanContributionsGrp/TotalAmt011464
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt09777265
IRS990/PYInvestmentIncomeAmt011693946
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0279214
IRS990/PYRevenuesLessExpensesAmt01262297
IRS990/PYSalariesCompEmpBnftPaidAmt0375170
IRS990/PYTotalExpensesAmt010431649
IRS990/PYTotalRevenueAmt011693946
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03767894
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
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/EIN0746000914
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03626127
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MOODY MEMORIAL FIRST UMC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03626127
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0327517
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt090590946
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0160
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt086509295
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt010478579
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06987754
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0263309
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0318852
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt080218332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt090590946
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09777265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020804263
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0335532
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0207440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt074467128
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt080218332
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt08200377
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014290992
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0131971
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0164553
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt073718998
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt074467128
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt08526856
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09558328
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0118789
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0151334
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt070378518
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt073718998
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt08579832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012211468
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0139823
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalBookValueSecuritiesAmt05067748
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt013589
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt110000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt230000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt360000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt46000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt525000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt615000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt725000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0Wire Transfe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1Wire transfe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2Check
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt3Check
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt4Wire transfe
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt5Check
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt6Check
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt7Check
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Community Devlp

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,509,295
Liabilities
$0
Net assets
$86,509,295
Revenue
$14,837,299
Expenses
$11,069,405
Net income
$3,767,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$412$8.52$404$313$25.8$287
2023Detailed filing. Detailed filing data is available for this year.$124$1.69$122$19.1$11.6$7.50
2022Detailed filing. Detailed filing data is available for this year.$104$0.56$104$12.6$9.84$2.72
2021Detailed filing. Detailed filing data is available for this year.$123$0.47$123$19.0$5.18$13.9
2020Detailed filing. Detailed filing data is available for this year.$111$3.56$107$14.5$10.6$3.88
2019Detailed filing. Detailed filing data is available for this year.$101$0.75$100$13.8$10.2$3.56
2018Detailed filing. Detailed filing data is available for this year.$86.5$0.00$86.5$14.8$11.1$3.77
2017Detailed filing. Detailed filing data is available for this year.$90.6$0.00$90.6$11.7$10.4$1.26
2016Detailed filing. Detailed filing data is available for this year.$80.2$0.00$80.2$10.9$8.54$2.38
2015Detailed filing. Detailed filing data is available for this year.$74.5$0.00$74.5$17.7$8.81$8.93
2014Detailed filing. Detailed filing data is available for this year.$73.7$0.00$73.7$14.5$8.87$5.63
2013Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$11.2$5.29$5.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.8$0.00$60.8$4.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.0$0.00$53.0$4.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.4$0.00$51.4$4.37