Civic Intelligence

Thousand Oaks Rotary Foundation

990 • Fiscal year 2015 • EIN 77-0297455

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 25, 2016

Organization ProfileN/A
PO Box 1225Thousand Oaks, CA 91360

(805) 497-9796

Siviq Scores

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

Liabilities / Assets

55th percentile

0.06x

Higher debt load relative to assets than 55% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.26x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$1,510

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

69th percentile

9.4%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$632,679

Up $54,114 (+9.4%) from 2014

Net Assets

Up

$592,421

Up $60,867 (+11%) from 2014

Liabilities

Down

$40,258

Down $6,753 (-14%) from 2014

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin88th percentile

Revenue

Up

$157,668

Up $25,640 (+19%) from 2014

Expenses

Up

$96,801

Up $16,566 (+21%) from 2014

Net Income

Up

$60,867

Up $9,074 (+18%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$1.0M$500K$0Assets 2011: $390,023Liabilities 2011: $1,0002011Assets 2012: $478,953Liabilities 2012: $39,0672012Assets 2013: $516,258Liabilities 2013: $36,497Net Assets 2013: $479,7612013Assets 2014: $578,565Liabilities 2014: $47,011Net Assets 2014: $531,5542014Assets 2015: $632,679Liabilities 2015: $40,258Net Assets 2015: $592,4212015Assets 2016: $670,609Liabilities 2016: $49,223Net Assets 2016: $621,3862016Assets 2017: $683,551Liabilities 2017: $13,276Net Assets 2017: $670,2752017Assets 2018: $738,469Liabilities 2018: $14,394Net Assets 2018: $724,0752018Assets 2019: $825,421Liabilities 2019: $18,775Net Assets 2019: $806,6462019Assets 2020: $804,337Liabilities 2020: $7,699Net Assets 2020: $796,6382020Assets 2021: $842,798Liabilities 2021: $17,650Net Assets 2021: $825,1482021Assets 2022: $894,866Liabilities 2022: $13,967Net Assets 2022: $880,8992022Assets 2023: $905,766Liabilities 2023: $39,194Net Assets 2023: $866,5722023Assets 2024: $960,387Liabilities 2024: $26,024Net Assets 2024: $934,3632024

Highlighted filing

2015

Assets$632,679
Liabilities$40,258
Net Assets$592,421
Open 2015 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100KRevenue 2011: $132,531Expenses 2011: $119,705Net Income 2011: $12,8262011Revenue 2012: $125,197Expenses 2012: $74,334Net Income 2012: $50,8632012Revenue 2013: $139,524Expenses 2013: $99,649Net Income 2013: $39,8752013Revenue 2014: $132,028Expenses 2014: $80,235Net Income 2014: $51,7932014Revenue 2015: $157,668Expenses 2015: $96,801Net Income 2015: $60,8672015Revenue 2016: $123,413Expenses 2016: $94,448Net Income 2016: $28,9652016Revenue 2017: $177,823Expenses 2017: $128,934Net Income 2017: $48,8892017Revenue 2018: $147,271Expenses 2018: $93,471Net Income 2018: $53,8002018Revenue 2019: $189,986Expenses 2019: $107,415Net Income 2019: $82,5712019Revenue 2020: $174,365Expenses 2020: $184,373Net Income 2020: -$10,0082020Revenue 2021: $89,111Expenses 2021: $60,601Net Income 2021: $28,5102021Revenue 2022: $147,812Expenses 2022: $92,061Net Income 2022: $55,7512022Revenue 2023: $83,142Expenses 2023: $97,469Net Income 2023: -$14,3272023Revenue 2024: $117,186Expenses 2024: $49,395Net Income 2024: $67,7912024

Highlighted filing

2015

Revenue$157,668
Expenses$96,801
Net Income$60,867
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 25, 2016
Return Version
2014v6.0
Gross Receipts
$213,162
Mission and Program Overview

Mission

To provide scholarship awards to individuals and grants to other non profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$493,629$543,463▲ $49,834
Cash and Non-Interest-Bearing Accounts$57,970$50,421▼ $7,549
Savings and Temporary Cash Investments$26,746$28,154▲ $1,408
Accounts Receivable$220$10,141▲ $9,921
Prepaid Expenses and Deferred Charges-$500-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Total Assets$578,565$632,679▲ $54,114
Other Assets Total-$0-
Liabilities
Deferred Revenue$47,011$40,258▼ $6,753
Total Liabilities$47,011$40,258▼ $6,753
Net Assets / Fund Balance
Temporarily Rstr Net Assets$514,202$575,044▲ $60,842
Unrestricted Net Assets$17,352$17,377▲ $25
Total Net Assets Fund Balance$531,554$592,421▲ $60,867
Total Liabilities and Net Assets / Fund Balance$578,565$632,679▲ $54,114

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$494,169$34,025▲ $24,536-$544,003
2013$458,093$28,168▲ $10,556-$494,169
2012$398,852$49,906▲ $16,594-$458,093
2011$328,364$60,000▲ $12,272-$398,852
2010$316,894-▲ $13,105-$328,364
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
David WenderTreasurer$1,510$1,510

Board Members and Trustees

NameTitle
Martin AndersonPresident
Jeff BorensteinBoard Member
Judy St JohnBoard Member
Neal ScribnerBoard Member
Richard WillamsBoard Member
Robert BieryBoard Member
Roger BensonBoard Member
Steve PedersonBoard Member
Susan MurataBoard Member
Vicky ArndtBoard Member
Keith ParksSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$69,334
Program Service Revenue
$0
Investment Income
$24,535
Other Revenue
$63,799
All Other Contributions
$60,751
Change in Net Assets
$60,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$92,230
Other Expenses$3,061
Salaries, Compensation, and Employee Benefits$1,510
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,230--$68,230
Grants to Domestic Individuals$24,000--$24,000
Fees for Service Investment Mgmnt Fees-$2,964-$2,964
Current Officers, Directors, Trustees, and Key Employees-$1,510-$1,510
Office Expenses-$31-$31
Other Expenses-$6-$6
Total Functional Expenses$92,230$4,571$0$96,801
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ventura Cnty Special OlympicsVentura, CA--$38,325
Crpd - Play ConejoThousand Oaks, CA--$14,000
Rotary International FoundChicago, IL--$8,825
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$87,038
Fundraising Direct Expenses$23,239
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine & Art Fundraiser$95,621$87,038$9,655$77,383
Total Events$95,621$87,038$23,239$63,799
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
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the form 990 is available to the board of directors for review. The form 990 is reviewed in detail by members of the board who have experience and knowledge about tax and financial maters.”

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

“Organization board of directors monitors the activity of the transactions to determine and prevent conflicts of interests.”

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

“Thousand oaks rotary foundation provides public disclosure of its tax returns, financial statements, and governing documents upon request from the public.”

Filing and Contact Details

Filer

Filer Name
Thousand Oaks Rotary Foundation
EIN
77-0297455
Phone
8054979796
Address
PO BOX 1225, THOUSAND OAKS, CA 91360

Signing Officer

Name
David Wender
Title
Treasurer
Signed
2016-01-25
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
130

Preparer

Firm
Wender and McLaine CPAs
Address
100 E Thousand Oaks Blvd Suite 196, Thousand Oaks, CA 91360
Preparer
David L Wender CPA
Phone
8054979796
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - QUESTION 12a PART V SECTION BTHERE HAVE BEEN NO ISSUES RAISED IN THE PAST HISTORY OF THE ORGANIZATION THROUGH JUNE 30, 2015 AND CURRENTLY THERE ARE NO CONFLICT OF INTEREST ISSUES. QUESTION 15b PART V SECTION BTHE ORGANIZATION PAYS ONE OF ITS DIRECTOR'S A NOMINAL FEE TO PREPARE THE TAX RETURNS AND THEREFORE NO REVIEW AND APPROVAL BY AN INDEPENDENT PERSON IS PREFORMED. THE BOARD MAKES THIS DECISION.”

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: to provide funds for polio plus other program services 5: to provide funds to my stuff bags other program services 6: play conejo - to provide funds for rotary dreamcatcher playground other program services 7: many mansions - to provide cash for well-managed, service-enriched, affordable housing to low-income residents of ventura county and its surrounding communities. Other program services 8: youth citizenship awards other program services 9: children of promise - to provide funds to schools that provide a curriculum that developes values, community, health and wholeness.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The organization's goal is to build the endowment fund for future charitable donations. The future donations will be made for student scholarships and to other board determined qualifying 501(c)(3) non-profit organizations. Currently, the board's spending policy is equal to 3% of the average 12 quarters of the fair market value of the endowment fund determined at the end of its fiscal year.”

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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0543463
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032255
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0531554
IRS990/NetAssetsOrFundBalancesEOYAmt0592421
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-102
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-102
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt063799
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt063799
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031
IRS990/OfficeExpensesGrp/TotalAmt031
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ATTORNEY GENERAL FEE RRF-1
IRS990/OtherExpensesGrp/Desc1FRANCHISE TAX BOARD
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26
IRS990/OtherExpensesGrp/TotalAmt050
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/OtherExpensesGrp/TotalAmt26
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0500
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS AWARDS TO LOCAL AREA RESIDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024000
IRS990/ProgSrvcAccomActy3Grp/Desc0PLAY CONEJO - TO PROVIDE FUNDS FOR ROTARY DREAMCATCHER PLAYGROUND
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt055425
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt076041
IRS990/PYInvestmentIncomeAmt010557
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02734
IRS990/PYOtherRevenueAmt066046
IRS990/PYRevenuesLessExpensesAmt051793
IRS990/PYSalariesCompEmpBnftPaidAmt01460
IRS990/PYTotalExpensesAmt080235
IRS990/PYTotalRevenueAmt0132028
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt060867
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026746
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028154
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt071469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0305427
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024536
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015244
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016616
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012726
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09547
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt078669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024536
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016616
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012726
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09547
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt078669
IRS990ScheduleA/InvestmentIncomeCYPct00.20480
IRS990ScheduleA/InvestmentIncomePYPct00.17940
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79520
IRS990ScheduleA/PublicSupportPY509Pct00.82060
IRS990ScheduleA/PublicSupportTotal509Amt0305427
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060090
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071469
IRS990ScheduleA/Total509Grp/TotalAmt0305427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt085287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078777
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081016
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0384096
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.99000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02964
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0494169
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt034025
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0544003
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt05763
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt024536
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02648
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0458093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt028168
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0494169
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010556
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02353
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0398852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt049906
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0458093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04906
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016594
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01784
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0328364
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt060000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0398852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012272
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01635
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0316894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0328364

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$632,679
Liabilities
$40,258
Net assets
$592,421
Revenue
$157,668
Expenses
$96,801
Net income
$60,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.60$0.26$9.34$1.17$0.49$0.68
2023Detailed filing. Detailed filing data is available for this year.$9.06$0.39$8.67$0.83$0.97$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.95$0.14$8.81$1.48$0.92$0.56
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.18$8.25$0.89$0.61$0.29
2020Detailed filing. Detailed filing data is available for this year.$8.04$0.08$7.97$1.74$1.84$0.10
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.19$8.07$1.90$1.07$0.83
2018Detailed filing. Detailed filing data is available for this year.$7.38$0.14$7.24$1.47$0.93$0.54
2017Detailed filing. Detailed filing data is available for this year.$6.84$0.13$6.70$1.78$1.29$0.49
2016Detailed filing. Detailed filing data is available for this year.$6.71$0.49$6.21$1.23$0.94$0.29
2015Detailed filing. Detailed filing data is available for this year.$6.33$0.40$5.92$1.58$0.97$0.61
2014Summary only. Only limited summary data is available for this year.$5.79$0.47$5.32$1.32$0.80$0.52
2013Summary only. Only limited summary data is available for this year.$5.16$0.36$4.80$1.40$1.00$0.40
2012Summary only. Only limited summary data is available for this year.$4.79$0.39$1.25$0.74$0.51
2011Summary only. Only limited summary data is available for this year.$3.90$0.01$1.33$1.20$0.13