Civic Intelligence

Thousand Oaks Rotary Foundation

990 • Fiscal year 2018 • EIN 77-0297455

Jul 01, 2017 to Jun 30, 2018 • Filed on May 02, 2019

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

45th percentile

0.02x

Higher debt load relative to assets than 45% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.10x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$1,930

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

65th percentile

8.0%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-17%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$738,469

Up $54,918 (+8.0%) from 2017

Net Assets

Up

$724,075

Up $53,800 (+8.0%) from 2017

Liabilities

Up

$14,394

Up $1,118 (+8.4%) from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin87th percentile

Revenue

Down

$147,271

Down $30,552 (-17%) from 2017

Expenses

Down

$93,471

Down $35,463 (-28%) from 2017

Net Income

Up

$53,800

Up $4,911 (+10%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$738,469
Liabilities$14,394
Net Assets$724,075
Open 2018 Filing

Operations Trend

Revenue Growth17th 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

2018

Revenue$147,271
Expenses$93,471
Net Income$53,800
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 2, 2019
Return Version
2017v2.2
Gross Receipts
$186,374
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$636,736$680,003▲ $43,267
Cash and Non-Interest-Bearing Accounts$15,881$58,765▲ $42,884
Savings and Temporary Cash Investments$14,964$0▼ $14,964
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-
Prepaid Expenses and Deferred Charges-$0-
Accounts Receivable$15,970$-300▼ $16,270
Total Assets$683,551$738,469▲ $54,918
Other Assets Total-$1-
Liabilities
Deferred Revenue$13,276$14,394▲ $1,118
Total Liabilities$13,276$14,394▲ $1,118
Net Assets / Fund Balance
Temporarily Rstr Net Assets$649,150$707,838▲ $58,688
Unrestricted Net Assets$21,125$16,237▼ $4,888
Total Net Assets Fund Balance$670,275$724,075▲ $53,800
Total Liabilities and Net Assets / Fund Balance$683,551$738,469▲ $54,918

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$636,736$21,151▲ $25,911-$680,003
2016$588,986$26,757▲ $24,864-$636,736
2015$544,003$37,480▲ $17,240-$588,986
2014$494,169$34,025▲ $24,536-$544,003
2013$458,093$28,168▲ $10,556-$494,169
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
David WenderTreasurer$1,930$1,930

Board Members and Trustees

NameTitle
Robert BieryPresident
Carol FreemanBoard Member
David StowellBoard Member
Judy St JohnBoard Member
Martin AndersonBoard Member
Mike MurphyBoard Member
Nate HarimotoBoard Member
Neal ScribnerBoard Member
Richard WillamsBoard Member
Roger BensonBoard Member
Steve PedersonBoard Member
Susan MurataBoard Member
Vicky ArndtSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$61,531
Program Service Revenue
$0
Investment Income
$25,911
Other Revenue
$59,829
All Other Contributions
$58,431
Change in Net Assets
$53,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,193
Other Expenses$4,348
Salaries, Compensation, and Employee Benefits$1,930
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$74,693--$74,693
Grants to Domestic Individuals$12,500--$12,500
Fees for Service Investment Mgmnt Fees-$3,795-$3,795
Current Officers, Directors, Trustees, and Key Employees-$1,930-$1,930
Office Expenses-$398-$398
Other Expenses-$10-$10
Total Functional Expenses$87,193$6,278$0$93,471
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ventura Cnty Special OlympicsVentura, CA-Special Olympics$33,014
Rotary International FoundChicago, IL-Farming & Polio Eradication$24,725
Se Ventura YmcaThousand Oaks, CA-Water Safety Project$10,000
Children of Promise InternatiCenterville, OH-Van Maintenance & Christmas Gifts$6,354
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74,016
Fundraising Direct Expenses$28,327
Gaming Gross Income$14,740
Gaming Direct Expenses$600
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Festival Fundraiser$77,116$74,016$12,820$61,196
Total Events$77,116$74,016$28,327$45,689
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
2019-05-02
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
0
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, 2017 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.RRF-1 QUESTION 7 THE ORGANIZATION HELD ONE RAFFLE ON AUGUST 25, 2018. IN ACCORDANCE WITH CALIFORNIA LAW, NINETY PERCENT OF THE GROSS RAFFLE PROCEEDS ($14,740) ALONG WITH OTHER NET PROFITS FROM THE WINE FESTIVAL WERE DONATED TO THE VENTURA COUNTY SPECIAL OLYMPICS A TAX EXEMPT IRC 501 (C) (3) NON-PROFIT IN THE AMOUNT OF $33,014. THE REMAINING FUNDS FROM THE WINE EVENT ARE RETAINED BY THE ORGANIZATION FOR ITS NON-PROFIT ACTIVITY.”

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

“Other program services 4: other program services 5: other program services 6:”

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/FundraisingDirectExpensesAmt028327
IRS990/FundraisingGrossIncomeAmt074016
IRS990/GainOrLossGrp/SecuritiesAmt0-1816
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt0600
IRS990/GamingGrossIncomeAmt014740
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt012500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt012500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt074693
IRS990/GrantsToDomesticOrgsGrp/TotalAmt074693
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08360
IRS990/GrossReceiptsAmt0186374
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt027727
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027727
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0636736
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0680003
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010176
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/NetAssetsOrFundBalancesBOYAmt0670275
IRS990/NetAssetsOrFundBalancesEOYAmt0724075
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1816
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1816
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt045689
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt045689
IRS990/NetIncomeFromGamingGrp/ExclusionAmt014140
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt014140
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0398
IRS990/OfficeExpensesGrp/TotalAmt0398
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1ATTORNEY GENERAL FEE RRF-1
IRS990/OtherExpensesGrp/Desc2FRANCHISE TAX BOARD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt095
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210
IRS990/OtherExpensesGrp/TotalAmt095
IRS990/OtherExpensesGrp/TotalAmt150
IRS990/OtherExpensesGrp/TotalAmt210
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/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0DAVID WENDER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ROTARY INTERNATIONAL FOUNDATION - MATCHING GRANTS FOR INTERNATIONAL PROJECTS.FARMING PROJECT $19,000. ERADICATION OF POLIO THROUGH POLIO PLUS $5,725.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024725
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS AWARDS TO LOCAL AREA RESIDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt084435
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0123708
IRS990/PYInvestmentIncomeAmt024864
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03411
IRS990/PYOtherRevenueAmt068524
IRS990/PYRevenuesLessExpensesAmt048889
IRS990/PYSalariesCompEmpBnftPaidAmt01815
IRS990/PYTotalExpensesAmt0128934
IRS990/PYTotalRevenueAmt0177823
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt053800
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014964
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt084435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029343
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0300068
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt027727
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024864
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027396
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024536
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015244
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0119767
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt088756
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0110816
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0101848
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt087038
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt087292
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0475750
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027727
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024864
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024536
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0119767
IRS990ScheduleA/InvestmentIncomeCYPct00.13370
IRS990ScheduleA/InvestmentIncomePYPct00.12210
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86630
IRS990ScheduleA/PublicSupportPY509Pct00.87790
IRS990ScheduleA/PublicSupportTotal509Amt0775818
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0150287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0195251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0156372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0142717
IRS990ScheduleA/Total509Grp/TotalAmt0775818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0178014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0220115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0180908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0157961
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0895585
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03795
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0636736
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt021151
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0680003
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt025911
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03331
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0588986
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt026757

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$738,469
Liabilities
$14,394
Net assets
$724,075
Revenue
$147,271
Expenses
$93,471
Net income
$53,800
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