Civic Intelligence

California Lutheran Educational Foundation

990 • Fiscal year 2019 • EIN 77-0076535

Jun 01, 2018 to May 31, 2019 • Filed on Mar 31, 2020

Organization ProfileCALLUTHERAN.EDU
60 West Olsen Road M/C 1200Thousand Oaks, CA 91360-2700

(805) 493-3586

Siviq Scores

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

Liabilities / Assets

87th percentile

0.68x

Higher debt load relative to assets than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

87.00x

Higher debt load relative to revenue than 100% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

62nd percentile

8.3%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

98th percentile

$530,728

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 1701.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

3rd percentile

-32%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$3,969,524

Down $1,888,484 (-32%) from 2018

Net Assets

Down

$1,255,663

Down $147,467 (-11%) from 2018

Liabilities

Down

$2,713,861

Down $1,741,017 (-39%) from 2018

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin62nd percentile

Revenue

Down

$31,194

Down $52,550 (-63%) from 2018

Expenses

Up

$28,593

Up $72 (+0.3%) from 2018

Net Income

Down

$2,601

Down $52,622 (-95%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,826,045Liabilities 2010: $4,652,241Net Assets 2010: $3,173,8042010Assets 2011: $7,695,650Liabilities 2011: $4,338,178Net Assets 2011: $3,357,4722011Assets 2012: $6,521,469Liabilities 2012: $4,971,577Net Assets 2012: $1,549,8922012Assets 2013: $6,602,320Liabilities 2013: $4,974,494Net Assets 2013: $1,627,8262013Assets 2014: $6,694,254Liabilities 2014: $5,000,541Net Assets 2014: $1,693,7132014Assets 2015: $6,338,367Liabilities 2015: $4,771,669Net Assets 2015: $1,566,6982015Assets 2016: $5,656,062Liabilities 2016: $4,243,580Net Assets 2016: $1,412,4822016Assets 2017: $5,759,511Liabilities 2017: $4,307,382Net Assets 2017: $1,452,1292017Assets 2018: $5,858,008Liabilities 2018: $4,454,878Net Assets 2018: $1,403,1302018Assets 2019: $3,969,524Liabilities 2019: $2,713,861Net Assets 2019: $1,255,6632019Assets 2020: $3,026,054Liabilities 2020: $2,406,290Net Assets 2020: $619,7642020Assets 2021: $3,683,746Liabilities 2021: $2,705,443Net Assets 2021: $978,3032021Assets 2022: $3,261,152Liabilities 2022: $2,274,107Net Assets 2022: $987,0452022Assets 2023: $2,977,873Liabilities 2023: $2,117,973Net Assets 2023: $859,9002023Assets 2024: $3,166,965Liabilities 2024: $2,155,538Net Assets 2024: $1,011,4272024

Highlighted filing

2019

Assets$3,969,524
Liabilities$2,713,861
Net Assets$1,255,663
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $2,4802012Expenses 2013: $2,4432013Revenue 2014: $36,317Expenses 2014: $15,273Net Income 2014: $21,0442014Revenue 2015: $27,289Expenses 2015: $24,060Net Income 2015: $3,2292015Revenue 2016: $16,596Expenses 2016: $27,006Net Income 2016: -$10,4102016Revenue 2017: $31,661Expenses 2017: $24,050Net Income 2017: $7,6112017Revenue 2018: $83,744Expenses 2018: $28,521Net Income 2018: $55,2232018Revenue 2019: $31,194Expenses 2019: $28,593Net Income 2019: $2,6012019Revenue 2020: $12,677Expenses 2020: $25,706Net Income 2020: -$13,0292020Revenue 2021: $169,047Expenses 2021: $29,223Net Income 2021: $139,8242021Revenue 2022: $91,781Expenses 2022: $28,954Net Income 2022: $62,8272022Revenue 2023: $9,978Expenses 2023: $30,059Net Income 2023: -$20,0812023Revenue 2024: $22,165Expenses 2024: $30,290Net Income 2024: -$8,1252024

Highlighted filing

2019

Revenue$31,194
Expenses$28,593
Net Income$2,601
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Mar 31, 2020
Return Version
2018v3.1
Gross Receipts
$373,174
Mission and Program Overview

Mission

The mission of the california lutheran education foundation is to market, administer and provide trusteeship for california lutheran university's planned giving, charitable trust and annuity programs.

The mission of the clef is to market, administer and provide trusteeship for clu's planned giving, trust and gift annuity programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,890,006$2,992,317▼ $1,897,689
Investments Other Securities$577,765$562,185▼ $15,580
Savings and Temporary Cash Investments$390,237$415,022▲ $24,785
Total Assets$5,858,008$3,969,524▼ $1,888,484
Liabilities
Other Liabilities$4,454,878$2,713,861▼ $1,741,017
Total Liabilities$4,454,878$2,713,861▼ $1,741,017
Net Assets / Fund Balance
Temporarily Rstr Net Assets$717,709$1,017,899▲ $300,190
Permanently Rstr Net Assets$661,955$213,846▼ $448,109
Unrestricted Net Assets$23,466$23,918▲ $452
Total Net Assets Fund Balance$1,403,130$1,255,663▼ $147,467
Total Liabilities and Net Assets / Fund Balance$5,858,008$3,969,524▼ $1,888,484

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$562,185--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$577,765-▲ $10,580$26,160$562,185
2017$572,992-▲ $30,703$25,930$577,765
2016$541,026-▲ $53,586$21,620$572,992
2015$565,427-▼ $161$24,240$541,026
2014$564,775-▲ $23,342$22,690$565,427
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Stephen WheatlyCHIEF EXECUTIVE OFFICER (THRU 05/18*)$144,740$144,740
Regina Biddings-muroChief Executive Officer$126,320$126,320
Richard HolmesChief Operating Officer$120,726$120,726

Board Members and Trustees

NameTitle
Wallace BrohaughChair of the Board
Chris KimballBoard Member
Debra PapageorgeBoard Member
Linda BaumhefnerBoard Member
Mark StegemoellerBoard Member
Rod GilbertBoard Member
Tom MarshAssistant Treasurer
Stephen WheatlyCHIEF EXECUTIVE OFFICER (THRU 05/18*
Karen DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$31,194
Other Revenue
$0
Change in Net Assets
$2,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,160
Other Expenses$2,433
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,160--$26,160
Fees for Service Investment Mgmnt Fees-$2,433-$2,433
Total Functional Expenses$26,160$2,433$0$28,593
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Lutheran UniversityThousand Oaks, CA501(c)(3)For the General Benefit of the University.$26,160
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$1,688,348
Amounts Held for Others$1,025,513
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Clef has one class of members, and that is members of the board of regents. Each member has one vote.”

Form 990, Part VI, Section A, Line 7A

“Board of trustees of clef shall include members of the admin and finance committee of the board of regents of the california lutheran university, president of the university, and other persons selected by the members of the foundation.”

Form 990, Part VI, Section A, Line 7B

“Amendment to bylaws can be made by board of trustees, but final ratification is made by the foundation's members.”

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

“Information is gathered by staff and forwarded to a cpa firm to prepare form 990. The form is reviewed by the treasurer and assistant treasurer. Upon their approval, a copy of the form 990 is made available to board members via secure website. After all board members have reviewed the return, it is signed and filed.”

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

“The organization requires all individuals with contract authority to complete a conflict of interest form. Any potential issues are brought to the attention of management and the board of regents. Violations are addressed at that time. Form 990, part vi, section b, line 15b: california lutheran educational foundation has no compensated officers, trustees, or employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public on a request basis.”

Form 990, Part VII - Former Officer

“Compensation reported for stephen wheatly represents the amount of compensation reported on his w-2 for the calendar year ending 12/31/18. Since mr. Wheatly was not employed in the fiscal year reporting period of this tax filing but received a w-2 for services rendered between january 2018 through may 2018, he is reported as a former officer on part vii and schedule j.”

Filing and Contact Details

Filer

Filer Name
California Lutheran Educational
EIN
77-0076535
Phone
8054933586
Address
60 WEST OLSEN ROAD M/C 1200, THOUSAND OAKS, CA 91360-2700

Signing Officer

Name
Regina Biddings-muro
Title
Chief Executive Officer
Phone
8054933586
Signed
2020-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regina Biddings-muro
Formed
1957
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Moss Adams Llp
Address
10960 WILSHIRE BLVD SUITE 1100, LOS ANGELES, CA 90024
Preparer
Lauren a Haverlock
Phone
3104770450
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Actuarial adjustment and transfers -131,886.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment consists of seven individual funds established for a variety of purposes, including both donor-restricted and funds functioning as endowment.”

PART X, LINE 2:

“The university follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the consolidated financial statements recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the university for uncertain tax positions as of may 31, 2019.”

Raw XML AppendixShowing 400 of 555 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/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt058103
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt025930
IRS990/PYInvestmentIncomeAmt025641
IRS990/PYOtherExpensesAmt02591
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt055223
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt028521
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt083744
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02601
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0390237
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0415022
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/EIN0952962604
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt026160
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CALIFORNIA LUTHERAN UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt026160
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04300
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0577765
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0562185
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010580
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt026160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0572992
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0577765
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030703
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025930
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0541026
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0572992
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053586
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt021620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0565427
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0541026
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-161
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt024240
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0564775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0565427
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023342
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt022690
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01025513
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11688348
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMOUNTS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ANNUITIES PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0562185
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST IN ENDOWMENT FUNDS INVESTED BY CAL LUTHERAN UNIVERSITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84400
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF SEVEN INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR-RESTRICTED AND FUNDS FUNCTIONING AS ENDOWMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE CONSOLIDATED FINANCIAL STATEMENTS RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF MAY 31, 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0562185
IRS990ScheduleD/TotalLiabilityAmt02713861
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt026160
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR THE GENERAL BENEFIT OF THE UNIVERSITY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA LUTHERAN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0952962604
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt060 WEST OLSEN ROAD M/C 1200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0THOUSAND OAKS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0913602700
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SOLELY GRANTS FUNDS TO CALIFORNIA LUTHERAN UNIVERSITY, ITS SUPPORTED ORGANIZATION. ALL BOARD MEMBERS OF THE FOUNDATION ARE ALSO BOARD MEMBERS AND EMPLOYEES OF THE UNIVERSITY, SO THEY ARE ABLE TO OVERSEE THE USE OF FUNDS TO SUPPORT THE UNIVERSITY ARE USED TO SUPPORT THE UNIVERSITY'S OPERATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0437444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1268953
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2159682
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3125533
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt045055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt127031
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt215981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt312835
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011281
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt13532
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt28352
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt34669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt036948
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt13812
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt22093
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt31703
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRIS KIMBALL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KAREN DAVIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2TOM MARSH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3STEPHEN WHEATLY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ASSISTANT TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3CHIEF EXECUTIVE OFFICER (THRU 05/18*
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0530728
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1303328
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2186108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3144740

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,969,524
Liabilities
$2,713,861
Net assets
$1,255,663
Revenue
$31,194
Expenses
$28,593
Net income
$2,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.17$2.16$1.01$0.02$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.98$2.12$0.86$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.26$2.27$0.99$0.09$0.03$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.68$2.71$0.98$0.17$0.03$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.03$2.41$0.62$0.01$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.97$2.71$1.26$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.86$4.45$1.40$0.08$0.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.76$4.31$1.45$0.03$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.66$4.24$1.41$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.34$4.77$1.57$0.03$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$6.69$5.00$1.69$0.04$0.02$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$4.97$1.63$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$4.97$1.55$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.70$4.34$3.36$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$4.65$3.17$0.00