Civic Intelligence

Cupertino Rotary Endowment Foundation

990 • Fiscal year 2019 • EIN 77-0288042

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 12, 2020

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

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

60th percentile

7.3%

Higher net margin than 60% of similar nonprofits.

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

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

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

Asset Growth

50th percentile

2.9%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

47th percentile

2.8%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$1,796,614

Up $50,346 (+2.9%) from 2018

Net Assets

Up

$1,787,224

Up $42,406 (+2.4%) from 2018

Liabilities

Up

$9,390

Up $7,940 (+548%) from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin60th percentile

Revenue

Up

$374,103

Up $10,199 (+2.8%) from 2018

Expenses

Down

$346,851

Down $8,795 (-2.5%) from 2018

Net Income

Up

$27,252

Up $18,994 (+230%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2019

Assets$1,796,614
Liabilities$9,390
Net Assets$1,787,224
Open 2019 Filing

Operations Trend

Revenue Growth47th 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

2019

Revenue$374,103
Expenses$346,851
Net Income$27,252
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 12, 2020
Return Version
2018v3.1
Gross Receipts
$513,620
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$1,697,832$1,764,301▲ $66,469
Cash and Non-Interest-Bearing Accounts$29,986$26,363▼ $3,623
Pledges and Grants Receivable$18,450$5,950▼ $12,500
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$1,746,268$1,796,614▲ $50,346
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,450$9,390▲ $7,940
Total Liabilities$1,450$9,390▲ $7,940
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,244,852$1,296,772▲ $51,920
Temporarily Rstr Net Assets$231,328$285,441▲ $54,113
Unrestricted Net Assets$268,638$205,011▼ $63,627
Total Net Assets Fund Balance$1,744,818$1,787,224▲ $42,406
Total Liabilities and Net Assets / Fund Balance$1,746,268$1,796,614▲ $50,346

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,423,191$51,919▲ $43,411-$1,485,029
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
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Helene DavisClub President
John ZirelliClub President
Bob AdamsPresident
Padma ChariPresident Elect
Marj MancusoAdministrator
Chuck HarperAt Large
Eleanor WatanabeAt Large
Hung WeiAt Large
Jayne HamAt Large
Jim JacksonAt Large
Josephine LuceyAt Large
Richard LowenthalAt Large
Rose Ann WoolpertAt Large
John GiovanolaClub SDO
Barbara McArthurSecretary
Bill WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$315,280
Program Service Revenue
$0
Investment Income
$53,444
Other Revenue
$5,379
All Other Contributions
$63,719
Change in Net Assets
$27,252

Audited Revenue Reconciliation

Revenue per Audited Statements
$374,103
Revenue Not Reported on Form 990
$63,769
Total Revenue per Audited Statements
$437,872
Total Revenue per Form 990
$374,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,011
Other Expenses$46,840
Total Fundraising Expense$14,510
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$300,011--$300,011
Fees for Services Accounting-$16,490-$16,490
Fees for Service Investment Mgmnt Fees-$10,040-$10,040
Information Technology-$1,038-$1,038
Occupancy-$637-$637
Other Expenses-$125$14,510$125
Total Functional Expenses$300,011$32,330$14,510$346,851

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$395,466
Expenses per Audited Statements$346,851
Total Expenses per Form 990$346,851
Expenses Not Reported on Form 990$48,615
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shin Shin Education FoundFremont, CA-Education$111,500
Rotary District 5170San Jose, CA-Support for youth activities$40,398
Uplift Family ServicesCampell, CA-Behavioral Health Provider$25,000
Foothill-DeAnza FoundationLos Altos, CA-Education$17,238
West Valley Community ServCupertino, CA-Support for low income$10,850
FUHSD TotalSunnyvale, CA-Education$10,105
Rebuilding Together Silicon VSan Jose, CA-Support for elderly/low income$7,000
The Rotary FoundationEvanston, IL-Various charitable activities$6,350
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,609
Fundraising Direct Expenses$47,945
Gaming Gross Income$2,385
Gaming Direct Expenses$670
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$87,301$23,796-$23,796
Global Elegance$149,355$21,700-$21,700
Total Events$291,170$51,609$47,945$3,664
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 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
2020-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Adams
Formed
1992
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
16

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) $48615”

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

“Special event (net) $48615”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt2Club President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Club President
IRS990/Form990PartVIISectionAGrp/TitleTxt4At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt5At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt6At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt9At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt12Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt13At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt14At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt15Club SDO
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt047945
IRS990/FundraisingGrossIncomeAmt051609
IRS990/GainOrLossGrp/SecuritiesAmt014068
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt0670
IRS990/GamingGrossIncomeAmt02385
IRS990/GoverningBodyVotingMembersCnt015
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0300011
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0104970
IRS990/GrossReceiptsAmt0513620
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01038
IRS990/InformationTechnologyGrp/TotalAmt01038
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt039376
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039376
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01697832
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01764301
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt090902
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/NetAssetsOrFundBalancesBOYAmt01744818
IRS990/NetAssetsOrFundBalancesEOYAmt01787224
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014068
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014068
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03664
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03664
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01715
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01715
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt015154
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0637
IRS990/OccupancyGrp/TotalAmt0637
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/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt014510
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03818
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1182
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2125
IRS990/OtherExpensesGrp/TotalAmt014510
IRS990/OtherExpensesGrp/TotalAmt13818
IRS990/OtherExpensesGrp/TotalAmt2182
IRS990/OtherExpensesGrp/TotalAmt3125
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01244852
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01296772
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt018450
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05950
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Bob Adams
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0247022
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0300772
IRS990/PYInvestmentIncomeAmt090252
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt054874
IRS990/PYOtherRevenueAmt026630
IRS990/PYRevenuesLessExpensesAmt08258
IRS990/PYTotalExpensesAmt0355646
IRS990/PYTotalRevenueAmt0363904
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt027252
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/CurrentTaxYearAmt015350
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt025350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0315280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0247022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0226532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0380058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0516012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01684904
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt039376
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038636
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt037418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt043729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0145141
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0304300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt039376
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038636
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt037418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt043729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0145141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0304300
IRS990ScheduleA/InvestmentIncomeCYPct00.14040
IRS990ScheduleA/InvestmentIncomePYPct00.13260
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt05379
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt026630
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt058874
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt027392
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt060058
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0178333
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,796,614
Liabilities
$9,390
Net assets
$1,787,224
Revenue
$374,103
Expenses
$346,851
Net income
$27,252
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