Civic Intelligence

Cupertino Rotary Endowment Foundation

990 • Fiscal year 2017 • EIN 77-0288042

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2018

Organization Profileportal.clubrunner.ca/3794/sitepage/cr
PO Box 1101Cupertino, CA 95015

(408) 264-9920

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

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

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

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

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

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

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

9th percentile

-29%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,752,743

Up $188,265 (+12%) from 2016

Net Assets

Up

$1,750,980

Up $188,461 (+12%) from 2016

Liabilities

Down

$1,763

Down $196 (-10%) from 2016

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin84th percentile

Revenue

Down

$321,021

Down $131,158 (-29%) from 2016

Expenses

Down

$224,045

Down $222,092 (-50%) from 2016

Net Income

Up

$96,976

Up $90,934 (+1505%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $743,242Liabilities 2010: $21,139Net Assets 2010: $722,1032010Assets 2011: $937,371Liabilities 2011: $42,391Net Assets 2011: $894,9802011Assets 2012: $976,408Liabilities 2012: $27,495Net Assets 2012: $948,9132012Assets 2013: $1,157,529Liabilities 2013: $25,122Net Assets 2013: $1,132,4072013Assets 2014: $1,511,019Liabilities 2014: $4,400Net Assets 2014: $1,506,6192014Assets 2015: $1,618,760Liabilities 2015: $2,600Net Assets 2015: $1,616,1602015Assets 2016: $1,564,478Liabilities 2016: $1,959Net Assets 2016: $1,562,5192016Assets 2017: $1,752,743Liabilities 2017: $1,763Net Assets 2017: $1,750,9802017Assets 2018: $1,746,268Liabilities 2018: $1,450Net Assets 2018: $1,744,8182018Assets 2019: $1,796,614Liabilities 2019: $9,390Net Assets 2019: $1,787,2242019Assets 2020: $2,175,953Liabilities 2020: $6,894Net Assets 2020: $2,169,0592020Assets 2021: $2,632,022Liabilities 2021: $1,944Net Assets 2021: $2,630,0782021Assets 2022: $3,150,291Liabilities 2022: $0Net Assets 2022: $3,150,2912022Assets 2023: $3,384,001Liabilities 2023: $0Net Assets 2023: $3,384,0012023Assets 2024: $3,730,630Liabilities 2024: $0Net Assets 2024: $3,730,6302024

Highlighted filing

2017

Assets$1,752,743
Liabilities$1,763
Net Assets$1,750,980
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $219,8682010Expenses 2011: $176,3932011Expenses 2012: $150,8632012Revenue 2013: $346,483Expenses 2013: $263,997Net Income 2013: $82,4862013Revenue 2014: $482,937Expenses 2014: $216,951Net Income 2014: $265,9862014Revenue 2015: $722,211Expenses 2015: $468,808Net Income 2015: $253,4032015Revenue 2016: $452,179Expenses 2016: $446,137Net Income 2016: $6,0422016Revenue 2017: $321,021Expenses 2017: $224,045Net Income 2017: $96,9762017Revenue 2018: $363,904Expenses 2018: $355,646Net Income 2018: $8,2582018Revenue 2019: $374,103Expenses 2019: $346,851Net Income 2019: $27,2522019Revenue 2020: $581,771Expenses 2020: $223,052Net Income 2020: $358,7192020Revenue 2021: $495,475Expenses 2021: $257,109Net Income 2021: $238,3662021Revenue 2022: $1,173,942Expenses 2022: $223,491Net Income 2022: $950,4512022Revenue 2023: $361,219Expenses 2023: $352,250Net Income 2023: $8,9692023Revenue 2024: $405,170Expenses 2024: $384,762Net Income 2024: $20,4082024

Highlighted filing

2017

Revenue$321,021
Expenses$224,045
Net Income$96,976
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$569,357
Mission and Program Overview

Mission

Provide funding through donations and grants to qualified charitable,scientific, educational and public purpose organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,552,603$1,691,445▲ $138,842
Cash and Non-Interest-Bearing Accounts-$60,348-
Pledges and Grants Receivable$11,875$950▼ $10,925
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 Other Securities-$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$1,564,478$1,752,743▲ $188,265
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,959$1,763▼ $196
Total Liabilities$1,959$1,763▼ $196
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,108,487$1,169,778▲ $61,291
Temporarily Rstr Net Assets$179,516$314,697▲ $135,181
Unrestricted Net Assets$274,516$266,505▼ $8,011
Total Net Assets Fund Balance$1,562,519$1,750,980▲ $188,461
Total Liabilities and Net Assets / Fund Balance$1,564,478$1,752,743▲ $188,265

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,215,909$61,186▲ $109,394-$1,349,333
2015$1,153,361$119,555▼ $22,007-$1,215,909
2014$1,012,813$174,066▼ $194-$1,153,361
2013$788,301$133,111▲ $139,232-$1,012,813
2012$653,551$54,290▲ $80,460-$788,301
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Nellis KathyPresident
John ZIrelliPresident-Elect
Adams BobVice President
Buffalow HenryAt Large
Fielden BarbaraAt Large
Ham JayneAt Large
Harper ChuckAt Large
Hung WeiAt Large
Judy WilsonAt Large
Lenihan BevAt Large
Marj MancusoAt Large
Richard LowenthalAt Large
Marj MancusoCREF Admin
McArthur BarbaraSecretary
Wilson BillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$226,532
Program Service Revenue
$0
Investment Income
$35,615
Other Revenue
$58,874
All Other Contributions
$39,211
Change in Net Assets
$96,976

Audited Revenue Reconciliation

Revenue per Audited Statements
$308,742
Revenue Not Reported on Financial Statements
$12,279
Revenue Not Reported on Form 990
$161,188
Other Revenue Adjustments
$12,279
Total Revenue per Audited Statements
$469,930
Total Revenue per Form 990
$321,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$177,026
Other Expenses$47,019
Total Fundraising Expense$11,513
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$177,026--$177,026
Fees for Services Accounting-$16,100-$16,100
Fees for Service Investment Mgmnt Fees-$12,279-$12,279
Occupancy-$1,037-$1,037
Other Expenses-$446$11,513$446
Total Functional Expenses$177,026$35,506$11,513$224,045

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$281,469
Total Expenses per Form 990$224,045
Expenses per Audited Statements$211,766
Expenses Not Reported on Form 990$69,703
Expenses Not Reported on Financial Statements$12,279
Other Expense Adjustments$12,279
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shin Shin Education FoundatioFremont, CA501(c) 3Education$90,250
West Valley Community ServiceCupertino, CA501(c) 3Support for low income$28,281
Rebuilding Together Silicon VSan Jose, CA501(c) 3Support for elderly/low income$20,954
FUHSD TotalSunnyvale, CAGovEducation$14,660
Foothill-DeAnza Foundation ToLos Altos, CA501(c) 3Education$12,500
Rotary District 5170San Jose, CA501(c) 3Support for youth activities$6,202
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$128,577
Fundraising Direct Expenses$69,703
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Global Elegance$131,564$26,350-$26,350
Golf Tournament$86,237$23,237-$23,237
Total Events$305,898$128,577$69,703$58,874
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“William Wilson (Treasurer) and Judy Wilson (Board member) is a married couple.”

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

“The tax return is prepared by a Certified Public Accountant and is forwarded to the principle officer for review, once it is reviewed the Certified Public Accountant will print out the final return for signature and mailing. The tax return is made available to the full board prior to its filing.”

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

“All Officers / Directors are required to disclose potential conflicts prior to becoming a board member and are required to disclose any potential conflicts as they arise while serving on the board.”

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

“The Organization makes its governing documents available to the public via the internet through the guidestar website or via directly upon request.”

Filing and Contact Details

Filer

Filer Name
Cupertino Rotary Endowment Foundation
EIN
77-0288042
Phone
4082649920
Address
PO Box 1101, Cupertino, CA 95015

Signing Officer

Name
William Wilson
Title
Treasurer
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nellis Kathy
Formed
1992
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
13
Employees
0
Volunteers
115

Preparer

Firm
Iryna Ac
Address
1000 Broadway 200-G, Oakland, CA 94607
Preparer
Iryna Oreshkova CPA
Phone
5104679506
Supplemental Narrative

Financial Statement Notes

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

“Special event (net) $69703”

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

“Management advisory fees $12279”

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

“Special event (net) $69703”

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

“Management advisory fees $12279”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt2At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt3At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt4At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt5At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt11At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt12At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt13President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt14CREF Admin
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0177321
IRS990/FundraisingDirectExpensesAmt069703
IRS990/FundraisingGrossIncomeAmt0128577
IRS990/GainOrLossGrp/SecuritiesAmt0-1803
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt010000
IRS990/GrantAmt0177026
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0177026
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0177026
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0176830
IRS990/GrossReceiptsAmt0569357
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt037418
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037418
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01552603
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01691445
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0178633
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide funding through donations and grants to qualified charitable,scientific, educational and public purpose organizations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01562519
IRS990/NetAssetsOrFundBalancesEOYAmt01750980
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1803
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1803
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt058874
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt058874
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt091485
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01037
IRS990/OccupancyGrp/TotalAmt01037
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Special events expense
IRS990/OtherExpensesGrp/Desc1Dues, fees, and other charges
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Campaign supplies
IRS990/OtherExpensesGrp/FundraisingAmt011513
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1489
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2446
IRS990/OtherExpensesGrp/TotalAmt011513
IRS990/OtherExpensesGrp/TotalAmt15155
IRS990/OtherExpensesGrp/TotalAmt2489
IRS990/OtherExpensesGrp/TotalAmt3446
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01108487
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01169778
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011875
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0950
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Nellis Kathy
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0380058
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0390478
IRS990/PYInvestmentIncomeAmt043729
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt055659
IRS990/PYOtherRevenueAmt028392
IRS990/PYRevenuesLessExpensesAmt06042
IRS990/PYTotalExpensesAmt0446137
IRS990/PYTotalRevenueAmt0452179
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt096976
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0226532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0380058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0516012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0422997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0223018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01768617
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt043729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0145141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038638
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt042654
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0307580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt037418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt043729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0145141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038638
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt042654
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0307580
IRS990ScheduleA/InvestmentIncomeCYPct00.13170
IRS990ScheduleA/InvestmentIncomePYPct00.13000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt058874
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt027392
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt060058
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt020302
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt092559
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0259185
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75730
IRS990ScheduleA/PublicSupportPY509Pct00.76620
IRS990ScheduleA/PublicSupportTotal509Amt01768617
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0226532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0380058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0516012
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0422997
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0223018
IRS990ScheduleA/Total509Grp/TotalAmt01768617
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0322824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0451179

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Filings

Displayed year

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

Open filing
Assets
$1,752,743
Liabilities
$1,763
Net assets
$1,750,980
Revenue
$321,021
Expenses
$224,045
Net income
$96,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.41$0.38$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.36$0.35$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$1.17$0.22$0.95
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.50$0.26$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.17$0.58$0.22$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.01$1.79$0.37$0.35$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.74$0.36$0.36$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.32$0.22$0.10
2016Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.45$0.45$0.01
2015Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$0.72$0.47$0.25
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.48$0.22$0.27
2013Summary only. Only limited summary data is available for this year.$1.16$0.03$1.13$0.35$0.26$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.03$0.95$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.04$0.89$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.02$0.72$0.22