Civic Intelligence

Cupertino Rotary Endowment Foundation

990 • Fiscal year 2018 • EIN 77-0288042

Jul 01, 2017 to Jun 30, 2018 • Filed on May 07, 2019

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,746,268

Down $6,475 (-0.4%) from 2017

Net Assets

Down

$1,744,818

Down $6,162 (-0.4%) from 2017

Liabilities

Down

$1,450

Down $313 (-18%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin48th percentile

Revenue

Up

$363,904

Up $42,883 (+13%) from 2017

Expenses

Up

$355,646

Up $131,601 (+59%) from 2017

Net Income

Down

$8,258

Down $88,718 (-91%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2018

Assets$1,746,268
Liabilities$1,450
Net Assets$1,744,818
Open 2018 Filing

Operations Trend

Revenue Growth68th 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

2018

Revenue$363,904
Expenses$355,646
Net Income$8,258
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 7, 2019
Return Version
2017v2.2
Gross Receipts
$447,657
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$1,691,445$1,697,832▲ $6,387
Cash and Non-Interest-Bearing Accounts$60,348$29,986▼ $30,362
Pledges and Grants Receivable$950$18,450▲ $17,500
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$1,752,743$1,746,268▼ $6,475
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,763$1,450▼ $313
Total Liabilities$1,763$1,450▼ $313
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,169,778$1,244,852▲ $75,074
Unrestricted Net Assets$266,505$268,638▲ $2,133
Temporarily Rstr Net Assets$314,697$231,328▼ $83,369
Total Net Assets Fund Balance$1,750,980$1,744,818▼ $6,162
Total Liabilities and Net Assets / Fund Balance$1,752,743$1,746,268▼ $6,475

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,349,333$75,074▲ $65,259-$1,423,191
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Lenihan BevFund Dvlp Chair
Zirelli JohnClub President
Nellis KathyPresident
Adams BobVice President
Marj MancusoAdministrator
Buffalow HenryAt Large
Ham JayneAt Large
Harper ChuckAt Large
Hung WeiAt Large
Lowenthal RichardAt Large
Helene DavisClub Pres. Elct
Wilson JudyClub pst pres.
Giovanola JohnClub SDO
McArthur BarbaraSecretary
Wilson BillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$247,022
Program Service Revenue
$0
Investment Income
$90,252
Other Revenue
$26,630
All Other Contributions
$69,414
Change in Net Assets
$8,258

Audited Revenue Reconciliation

Revenue per Audited Statements
$350,403
Revenue Not Reported on Financial Statements
$13,501
Revenue Not Reported on Form 990
$52,949
Other Revenue Adjustments
$13,501
Total Revenue per Audited Statements
$403,352
Total Revenue per Form 990
$363,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,772
Other Expenses$54,874
Total Fundraising Expense$19,076
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$300,772--$300,772
Fees for Services Accounting-$16,100-$16,100
Fees for Service Investment Mgmnt Fees-$13,501-$13,501
Occupancy-$478-$478
Other Expenses-$398$19,076$398
Total Functional Expenses$300,772$35,798$19,076$355,646

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$409,514
Total Expenses per Form 990$355,646
Expenses per Audited Statements$342,145
Expenses Not Reported on Form 990$67,369
Expenses Not Reported on Financial Statements$13,501
Other Expense Adjustments$13,501
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary District 5170San Jose, CA501c3Support for youth activities$49,157
Shin Shin Education FoundatioFremont, CA501c3Education$46,607
Assist InternationalScotts Valley, CA501c3Provide medical imaging equipment$38,440
The Rotary FoundationEvanston, IL501c3Various charitable activities$29,899
Marine Science InstituteRedwood City, CA501c3Education$25,000
Foothill-DeAnza Foundation ToLos Altos, CA501c3Education$19,518
FUHSD TotalSunnyvale, CA501c3Education$9,896
West Valley Community ServiceCupertino, CA501c3Support for low income$7,193
Via ServicesSanta Clara, CA501c3Support for disabled$6,298
Rebuilding Together Silicon VSan Jose, CAGov.Support for elderly/low income$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$90,499
Fundraising Direct Expenses$66,836
Gaming Gross Income$3,500
Gaming Direct Expenses$533
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Global Elegance$86,715$34,200-$34,200
Golf Tournament$88,961$25,811-$25,811
Total Events$256,107$90,499$66,836$23,663
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
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nellis Kathy
Formed
1992
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
100

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) $67369”

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

“Management advisory fees $13501”

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

“Special event (net) $67369”

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

“Management advisory fees $13501”

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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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt2Club Pres. Elct
IRS990/Form990PartVIISectionAGrp/TitleTxt3At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt4At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt5Fund Dvlp Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Club pst pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt11Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt12At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt13Club President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Club SDO
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IRS990/FormationYr01992
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt066836
IRS990/FundraisingGrossIncomeAmt090499
IRS990/GainOrLossGrp/SecuritiesAmt051616
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt0533
IRS990/GamingGrossIncomeAmt03500
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt012000
IRS990/GrantAmt0300772
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0300772
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0300772
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossReceiptsAmt0447657
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt038636
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038636
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01691445
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01697832
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016384
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/NetAssetsOrFundBalancesBOYAmt01750980
IRS990/NetAssetsOrFundBalancesEOYAmt01744818
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt051616
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt051616
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt023663
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt023663
IRS990/NetIncomeFromGamingGrp/ExclusionAmt02967
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt02967
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-14420
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0478
IRS990/OccupancyGrp/TotalAmt0478
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Events expenses
IRS990/OtherExpensesGrp/Desc1Dues, fees, and other charges
IRS990/OtherExpensesGrp/Desc2Telephone and internet
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt019076
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04458
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1863
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2398
IRS990/OtherExpensesGrp/TotalAmt019076
IRS990/OtherExpensesGrp/TotalAmt14458
IRS990/OtherExpensesGrp/TotalAmt2863
IRS990/OtherExpensesGrp/TotalAmt3398
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01169778
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01244852
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0950
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt018450
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Nellis Kathy
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0226532
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0177026
IRS990/PYInvestmentIncomeAmt035615
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt047019
IRS990/PYOtherRevenueAmt058874
IRS990/PYRevenuesLessExpensesAmt096976
IRS990/PYTotalExpensesAmt0224045
IRS990/PYTotalRevenueAmt0321021
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08258
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/CurrentTaxYearAmt0247022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0226532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0380058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0516012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0422997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01792621
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt038636
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt037418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt043729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0145141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt038638
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0303562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt038636
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt037418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt043729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0145141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038638
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0303562
IRS990ScheduleA/InvestmentIncomeCYPct00.13260
IRS990ScheduleA/InvestmentIncomePYPct00.13170
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt026630
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt058874
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt027392
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt060058
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt020302
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0193256
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78300
IRS990ScheduleA/PublicSupportPY509Pct00.75730
IRS990ScheduleA/PublicSupportTotal509Amt01792621
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0247022
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0226532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0380058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0516012

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Filings

Displayed year

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

Open filing
Assets
$1,746,268
Liabilities
$1,450
Net assets
$1,744,818
Revenue
$363,904
Expenses
$355,646
Net income
$8,258
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