Civic Intelligence

Gladstone Foundation

990 • Fiscal year 2019 • EIN 80-0688001

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileWWW.GLADSTONEINSTITUTES.ORG
1650 Owens StreetSan Francisco, CA 94158

(415) 734-2000

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

5th percentile

-51%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

96th percentile

$1,003,808

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

9th percentile

-8.9%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

265%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$20,008,332

Down $1,948,350 (-8.9%) from 2018

Net Assets

Down

$20,006,083

Down $1,948,599 (-8.9%) from 2018

Liabilities

Up

$2,249

Up $249 (+12%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin5th percentile

Revenue

Up

$3,814,456

Up $2,768,494 (+265%) from 2018

Expenses

Down

$5,763,055

Down $11,042,475 (-66%) from 2018

Net Income

Up

-$1,948,599

Up $13,810,969 (+88%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$60M$40M$20M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $9,298,097Liabilities 2012: $111,908Net Assets 2012: $9,186,1892012Assets 2013: $10,149,144Liabilities 2013: $449,417Net Assets 2013: $9,699,7272013Assets 2014: $31,371,269Liabilities 2014: $2,381,047Net Assets 2014: $28,990,2222014Assets 2015: $38,811,648Liabilities 2015: $3,471,514Net Assets 2015: $35,340,1342015Assets 2016: $39,076,913Liabilities 2016: $2,682,574Net Assets 2016: $36,394,3392016Assets 2017: $43,089,314Liabilities 2017: $5,375,064Net Assets 2017: $37,714,2502017Assets 2018: $21,956,682Liabilities 2018: $2,000Net Assets 2018: $21,954,6822018Assets 2019: $20,008,332Liabilities 2019: $2,249Net Assets 2019: $20,006,0832019Assets 2020: $17,602,060Liabilities 2020: $2,250Net Assets 2020: $17,599,8102020Assets 2021: $27,923,141Liabilities 2021: $0Net Assets 2021: $27,923,1412021Assets 2022: $14,074,974Liabilities 2022: $0Net Assets 2022: $14,074,9742022Assets 2023: $12,884,183Liabilities 2023: $0Net Assets 2023: $12,884,1832023Assets 2024: $9,568,568Liabilities 2024: $54,432Net Assets 2024: $9,514,1362024

Highlighted filing

2019

Assets$20,008,332
Liabilities$2,249
Net Assets$20,006,083
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

$30M$20M$10M$0-$10M-$20MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Expenses 2012: $196,8602012Revenue 2013: $524,923Expenses 2013: $11,142Net Income 2013: $513,7812013Revenue 2014: $19,299,732Expenses 2014: $10,575Net Income 2014: $19,289,1572014Revenue 2015: $6,363,611Expenses 2015: $12,273Net Income 2015: $6,351,3382015Revenue 2016: $1,069,506Expenses 2016: $15,386Net Income 2016: $1,054,1202016Revenue 2017: $1,333,370Expenses 2017: $13,459Net Income 2017: $1,319,9112017Revenue 2018: $1,045,962Expenses 2018: $16,805,530Net Income 2018: -$15,759,5682018Revenue 2019: $3,814,456Expenses 2019: $5,763,055Net Income 2019: -$1,948,5992019Revenue 2020: $2,105,243Expenses 2020: $4,511,516Net Income 2020: -$2,406,2732020Revenue 2021: $22,078,581Expenses 2021: $11,755,250Net Income 2021: $10,323,3312021Revenue 2022: $7,499,234Expenses 2022: $21,347,401Net Income 2022: -$13,848,1672022Revenue 2023: $6,305,076Expenses 2023: $7,495,867Net Income 2023: -$1,190,7912023Revenue 2024: $4,263,423Expenses 2024: $7,225,470Net Income 2024: -$2,962,0472024

Highlighted filing

2019

Revenue$3,814,456
Expenses$5,763,055
Net Income-$1,948,599
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$5,862,500
Mission and Program Overview

Mission

To conduct fundraising activities on behalf of the j. David gladstone institutes and to manage and invest a portion of such assets on behalf of the institutes.

The gladstone foundation conducts fundraising activity on behalf of the j david gladstone institutes. The mission of the gladstone institutes is to use visionary science and technology to overcome major unsolved diseases. To ensure their work does the greatest good, the gladstone institutes focuses on conditions with profound medical, economic, and social impact - unsolved diseases of the brain, the heart, and the immune system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$20,044,488$17,943,904▼ $2,100,584
Cash and Non-Interest-Bearing Accounts$1,566,798$1,692,440▲ $125,642
Savings and Temporary Cash Investments$345,071$371,663▲ $26,592
Prepaid Expenses and Deferred Charges$325$325→ $0
Total Assets$21,956,682$20,008,332▼ $1,948,350
Liabilities
Accounts Payable and Accrued Expenses$2,000$2,249▲ $249
Total Liabilities$2,000$2,249▲ $249
Net Assets / Fund Balance
Net Assets With Donor Restrictions$19,753,253$18,440,829▼ $1,312,424
Net Assets Without Donor Restrictions$2,201,429$1,565,254▼ $636,175
Total Net Assets Fund Balance$21,954,682$20,006,083▼ $1,948,599
Total Liabilities and Net Assets / Fund Balance$21,956,682$20,008,332▼ $1,948,350

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$21,954,682$3,807,649▲ $6,807$5,752,524$20,006,083
2018$37,714,250$900,971▲ $144,991$16,794,383$21,954,682
2017$36,394,341$1,148,871▲ $184,499$6,915$37,714,250
2016$35,340,134$1,072,538▼ $2,945$4,772$36,394,341
2015$28,990,222$6,333,777▲ $28,408$3,687$35,340,134
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
William H Younger JrChairman
Deepak SrivastavaPresident of Jdgi
Stasia ObremskeyVice Chairman
Chris BoskinDirector
Clark WinslowDirector
Douglas ScrivnerDirector
Gary MorgenthalerDirector
Gary SteeleDirector
James TananbaumDirector
Laura LehmanDirector
Linda GraisDirector
Louis G LangeDirector
Marianne De BackerDirector
Paul EdwardsDirector
Perry KarsenDirector
R Sanders WilliamsDirector
Stephen RichardsonDirector
Thomas J FurstDirector
Alan KaganovDirector (thru 02/19)
Robert Obana TreasurerCOO (thru 9/19)
Megan Mcdevitt SecretaryVP of Communications
Michelle Sibly TreasurerVP of Finance
Robert Wicks CEOVP of Philanthropy
Revenue and Support

Revenue Composition

Contributions and Grants
$3,807,649
Program Service Revenue
$0
Investment Income
$6,807
Other Revenue
$0
All Other Contributions
$3,807,649
Change in Net Assets
$-1,948,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,745,152
Other Expenses$17,903
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,745,152--$5,745,152
Fees for Services Accounting-$9,000-$9,000
Fees for Service Investment Mgmnt Fees-$1,381-$1,381
Other Expenses$151$7,371-$151
Total Functional Expenses$5,745,303$17,752$0$5,763,055
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The J David Gladstone InstitutesSan Francisco, CA501(c)(3)General Support$5,745,152
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

“The trustees of the j. David gladstone institutes have approval rights of the nominated board members of the gladstone foundation.”

Form 990, Part VI, Section B, Line 11B

“The form 990 and its related schedules were provided to the gladstone foundation officers, the chairman, and all members of the audit committee for review and approval prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each director, trustee, principal officer, and member of a committee with board delegated powers shall annually sign a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the corporation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, financial statements and conflict of interest policy available upon request.”

Filing and Contact Details

Filer

Filer Name
Gladstone Foundation
EIN
80-0688001
Phone
4157342000
Address
1650 OWENS STREET, SAN FRANCISCO, CA 94158

Signing Officer

Name
Michelle Sibly
Title
Treasurer
Phone
4157342000
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Sibly
Formed
2010
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
16
Employees
0
Volunteers
21

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To support the j. David gladstone institutes.”

PART X, LINE 2:

“The following footnote is contained in the consolidated financial statements of the j. David gladstone institutes: the institutes has been granted exemption from income taxes under section 501(c)(3) of the internal revenue code and section 23701d of the california revenue and taxation code. The institutes is subject to unrelated business income tax on certain rental transactions and income from alternative investments. For the years ended december 31, 2019 and 2018, the institutes had approximately $11,400,000 and $4,854,000 of cumulative taxable losses, respectively. Since management believes it is unlikely there will be future income to offset these losses, a valuation allowance has been reflected against the full balance. The institutes files an exempt organization return and applicable unrelated business income tax returns in the u.s. Federal jurisdiction and with the franchise tax board in the state of california. The institutes had no unrecognized tax benefits at december 31, 2019 and 2018.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22201804
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR (THRU 02/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT OF JDGI
IRS990/Form990PartVIISectionAGrp/TitleTxt19COO (THRU 9/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP OF PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP OF COMMUNICATIONS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02010
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04606
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt05745152
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05745152
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05745152
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02052650
IRS990/GrossReceiptsAmt05862500
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02201
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02201
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02048044
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CONDUCT FUNDRAISING ACTIVITIES ON BEHALF OF THE J. DAVID GLADSTONE INSTITUTES AND TO MANAGE AND INVEST A PORTION OF SUCH ASSETS ON BEHALF OF THE INSTITUTES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021954682
IRS990/NetAssetsOrFundBalancesEOYAmt020006083
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04606
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04606
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02201429
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01565254
IRS990/NoncashContributionsAmt024426
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EVENTS & PROMOTION EXPE
IRS990/OtherExpensesGrp/Desc1FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07371
IRS990/OtherExpensesGrp/ProgramServicesAmt0151
IRS990/OtherExpensesGrp/TotalAmt07371
IRS990/OtherExpensesGrp/TotalAmt1151
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020044488
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017943904
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0325
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0325
IRS990/PrincipalOfficerNm0MICHELLE SIBLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0900971
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt016793757
IRS990/PYInvestmentIncomeAmt0144991
IRS990/PYOtherExpensesAmt011773
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-15759568
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016805530
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01045962
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1948599
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0345071
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0371663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03807649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0900971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01148871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01072538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06333777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013263806
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0145136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0184476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01640
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0336028
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52830
IRS990ScheduleA/PublicSupportPY170Pct00.22890
IRS990ScheduleA/PublicSupportTotal170Amt07184828
IRS990ScheduleA/SubstantialContributorsTotAmt06078978
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03807649
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0900971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01148871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01072538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06333777
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013263806
IRS990ScheduleA/TotalSupportAmt013599834
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.07820
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010531
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt021954682
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03807649
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt020006083
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06807
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05752524
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt037714250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0900971
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt021954682
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0144991
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt016794383
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06546
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt036394341
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01148871
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt037714250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0184499
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt06915
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt010614
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt035340134
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01072538
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt036394341
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04772
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08586
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt028990222
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06333777
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt035340134
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028408
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03687
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,008,332
Liabilities
$2,249
Net assets
$20,006,083
Revenue
$3,814,456
Expenses
$5,763,055
Net income
-$1,948,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.57$0.05$9.51$4.26$7.23$2.96
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$6.31$7.50$1.19
2022Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$7.50$21.3$13.8
2021Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$22.1$11.8$10.3
2020Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$2.11$4.51$2.41
2019Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$3.81$5.76$1.95
2018Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.05$16.8$15.8
2017Detailed filing. Detailed filing data is available for this year.$43.1$5.38$37.7$1.33$0.01$1.32
2016Detailed filing. Detailed filing data is available for this year.$39.1$2.68$36.4$1.07$0.02$1.05
2015Detailed filing. Detailed filing data is available for this year.$38.8$3.47$35.3$6.36$0.01$6.35
2014Detailed filing. Detailed filing data is available for this year.$31.4$2.38$29.0$19.3$0.01$19.3
2013Detailed filing. Detailed filing data is available for this year.$10.1$0.45$9.70$0.52$0.01$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$0.11$9.19$0.20
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00