Civic Intelligence

Bozeman Public Library Foundation Inc.

990 • Fiscal year 2020 • EIN 81-0405940

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 29, 2021

Organization ProfileBOZEMANLIBRARYFOUNDATION.ORG
626 East Main StreetBozeman, MT 59715

(406) 582-2400

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.05x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$108,412

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

98%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,401,232

Up $711,990 (+15%) from 2019

Net Assets

Up

$5,352,903

Up $690,498 (+15%) from 2019

Liabilities

Up

$48,329

Up $21,492 (+80%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin91st percentile

Revenue

Up

$1,000,025

Up $495,739 (+98%) from 2019

Expenses

Up

$487,865

Up $29,897 (+6.5%) from 2019

Net Income

Up

$512,160

Up $465,842 (+1006%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$10M$5.0M$0Assets 2010: $2,956,735Liabilities 2010: $1,720Net Assets 2010: $2,955,0152010Assets 2011: $2,939,771Liabilities 2011: $4,250Net Assets 2011: $2,935,5212011Assets 2012: $3,167,878Liabilities 2012: $5,656Net Assets 2012: $3,162,2222012Assets 2013: $3,531,486Liabilities 2013: $6,844Net Assets 2013: $3,524,6422013Assets 2014: $3,545,326Liabilities 2014: $4,121Net Assets 2014: $3,541,2052014Assets 2015: $3,739,695Liabilities 2015: $1,244Net Assets 2015: $3,738,4512015Assets 2016: $3,806,780Liabilities 2016: $5,961Net Assets 2016: $3,800,8192016Assets 2017: $4,278,188Liabilities 2017: $100,021Net Assets 2017: $4,178,1672017Assets 2018: $4,215,785Liabilities 2018: $79,162Net Assets 2018: $4,136,6232018Assets 2019: $4,689,242Liabilities 2019: $26,837Net Assets 2019: $4,662,4052019Assets 2020: $5,401,232Liabilities 2020: $48,329Net Assets 2020: $5,352,9032020Assets 2021: $7,822,756Liabilities 2021: $20,065Net Assets 2021: $7,802,6912021Assets 2022: $6,279,027Liabilities 2022: $19,000Net Assets 2022: $6,260,0272022Assets 2023: $7,422,934Liabilities 2023: $22,871Net Assets 2023: $7,400,0632023Assets 2024: $8,131,634Liabilities 2024: $20,785Net Assets 2024: $8,110,8492024

Highlighted filing

2020

Assets$5,401,232
Liabilities$48,329
Net Assets$5,352,903
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $555,0142010Expenses 2011: $218,1712011Expenses 2012: $216,2352012Revenue 2013: $544,219Expenses 2013: $250,532Net Income 2013: $293,6872013Revenue 2014: $288,232Expenses 2014: $240,643Net Income 2014: $47,5892014Revenue 2015: $621,276Expenses 2015: $292,855Net Income 2015: $328,4212015Revenue 2016: $366,613Expenses 2016: $396,493Net Income 2016: -$29,8802016Revenue 2017: $832,415Expenses 2017: $566,488Net Income 2017: $265,9272017Revenue 2018: $943,314Expenses 2018: $492,019Net Income 2018: $451,2952018Revenue 2019: $504,286Expenses 2019: $457,968Net Income 2019: $46,3182019Revenue 2020: $1,000,025Expenses 2020: $487,865Net Income 2020: $512,1602020Revenue 2021: $3,313,935Expenses 2021: $952,934Net Income 2021: $2,361,0012021Revenue 2022: $1,632,743Expenses 2022: $2,446,482Net Income 2022: -$813,7392022Revenue 2023: $3,563,642Expenses 2023: $2,902,774Net Income 2023: $660,8682023Revenue 2024: $1,467,452Expenses 2024: $692,052Net Income 2024: $775,4002024

Highlighted filing

2020

Revenue$1,000,025
Expenses$487,865
Net Income$512,160
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 29, 2021
Return Version
2020v4.0
Gross Receipts
$3,624,297
Mission and Program Overview

Mission

The foundation's mission is two-fold. We seek to increase and enhance the quality of services, programs, and community events offered by the bozeman public library, benefiting the residents and communities it serves. The foundation also supports and advocates for private and public support of the library, acting as a catalyst for attracting private funding from individuals, businesses, organizations, and foundations while working to reinforce overall public support for the library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,318,799$4,555,987▲ $237,188
Cash and Non-Interest-Bearing Accounts$96,402$548,371▲ $451,969
Savings and Temporary Cash Investments$12,961$20,639▲ $7,678
Accounts Receivable$15,288$15,502▲ $214
Intangible Assets$7,405$5,431▼ $1,974
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,689,242$5,401,232▲ $711,990
Other Assets Total$238,387$255,302▲ $16,915
Liabilities
Other Liabilities-$39,600-
Unsecured Notes Loans Payable$15,000--
Accounts Payable and Accrued Expenses$11,837$8,729▼ $3,108
Total Liabilities$26,837$48,329▲ $21,492
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,200,028$4,858,031▲ $658,003
Net Assets With Donor Restrictions$462,377$494,872▲ $32,495
Total Net Assets Fund Balance$4,662,405$5,352,903▲ $690,498
Total Liabilities and Net Assets / Fund Balance$4,689,242$5,401,232▲ $711,990

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,453$2,453

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$294,717-▲ $39,031$3,263$330,485
2019$250,915-▲ $43,802-$294,717
2018$232,985$250,000▲ $915$232,985$250,915
2017$210,557-▲ $22,428-$232,985
2016$219,767-▼ $9,120-$210,647
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janay JohnsonExecutive DirectorFT$92,936$15,476$108,412

Board Members and Trustees

NameTitle
Nicholas WickesPresident
Renae PineVice President
Diana BlankBoard Member
Ethan BarlowBoard Member
Jane QuinnBoard Member
Kelly RamirezBoard Member
Nancy SchrankBoard Member
Robin HubleyBoard Member
Laura CunninghamSecretary
Christopher Kit HeffnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$692,674
Program Service Revenue
$0
Investment Income
$307,786
Other Revenue
$-435
All Other Contributions
$692,674
Change in Net Assets
$512,160

Audited Revenue Reconciliation

Revenue per Audited Statements
$980,429
Revenue Not Reported on Financial Statements
$19,596
Revenue Not Reported on Form 990
$201,704
Total Revenue per Audited Statements
$1,182,133
Total Revenue per Form 990
$1,000,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$267,880
Salaries, Compensation, and Employee Benefits$219,985
Total Fundraising Expense$99,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$15,200$46,438$46,773$108,411
Other Salaries and Wages$29,367$24,148$29,788$83,303
Fees for Services Accounting-$20,244-$20,244
All Other Expenses-$14,007$2,782$16,789
Office Expenses-$5,844$8,799$14,643
Payroll Taxes$3,395$4,770$5,603$13,768
Other Employee Benefits$4,781$2,629$4,628$12,038
Other Expenses$7,599--$7,599
Pension Plan Contributions$869$714$882$2,465
Depreciation Depletion-$1,974-$1,974
Insurance-$931-$931
Fees for Services Other-$730-$730
Total Functional Expenses$266,181$122,429$99,255$487,865

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$491,635
Expenses per Audited Statements$487,865
Total Expenses per Form 990$487,865
Expenses Not Reported on Form 990$3,770
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,770
Professional Fundraising Fees$0
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Refundable Advance$39,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 form 990 is reviewed by the treasurer who then reports to the executive committee and the full board of directors.”

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

“The board is required to sign and review the conflict of interest policy yearly.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive committee conducts an annual review of the foundation director. They present the findings to the full board and make recommendations regarding changes to the compensation package.”

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

“The governing documents, conflict of interest policy and the financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bozeman Public Library Foundation Inc
EIN
81-0405940
Phone
4065822400
Address
626 EAST MAIN STREET, BOZEMAN, MT 59715

Signing Officer

Name
Christopher Heffner
Title
Treasurer
Signed
2021-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Ramirez
Formed
1998
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
10

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Drive Suite 7, Bozeman, MT 59718
Preparer
Scott Holton CPA
Phone
4065853393
Supplemental Narrative

Additional Explanations

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

“OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: Adult Community Programs, including One Book One Bozeman, SymBozium civil discourse forum,Bookmobile operation, digital services, health and wellness, and Open Door social service office.”

Financial Statement Notes

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

“The intention of the endowment funds is to provide a predictable stream of funding to operations.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Fundraising event expense $3770”

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

“Fundraising event expense $3770”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InsuranceGrp/ManagementAndGeneralAmt0931
IRS990/InsuranceGrp/TotalAmt0931
IRS990/IntangibleAssetsGrp/BOYAmt07405
IRS990/IntangibleAssetsGrp/EOYAmt05431
IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentExpenseAmt0-19596
IRS990/InvestmentIncomeGrp/ExclusionAmt0116335
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0116335
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04318799
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04555987
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt02453
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02620502
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TWO-FOLD. WE SEEK TO INCREASE AND ENHANCE THE QUALITY OF SERVICES, PROGRAMS, AND COMMUNITY EVENTS OFFERED BY THE BOZEMAN PUBLIC LIBRARY, BENEFITING THE RESIDENTS AND COMMUNITIES IT SERVES. THE FOUNDATION ALSO SUPPORTS AND ADVOCATES FOR PRIVATE AND PUBLIC SUPPORT OF THE LIBRARY, ACTING AS A CATALYST FOR ATTRACTING PRIVATE FUNDING FROM INDIVIDUALS, BUSINESSES, ORGANIZATIONS, AND FOUNDATIONS WHILE WORKING TO REINFORCE OVERALL PUBLIC SUPPORT FOR THE LIBRARY.
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IRS990/NetAssetsOrFundBalancesEOYAmt05352903
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0191451
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0191451
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3770
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3770
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0184694
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04200028
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04858031
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01528
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt08799
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05844
IRS990/OfficeExpensesGrp/TotalAmt014643
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0238387
IRS990/OtherAssetsTotalGrp/EOYAmt0255302
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04628
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02629
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04781
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012038
IRS990/OtherExpensesGrp/Desc0DIRECT LIBRARY SUPPORT
IRS990/OtherExpensesGrp/Desc1OUTREACH AND ADULT ED
IRS990/OtherExpensesGrp/Desc2CHILDREN'S DEPARTMENT
IRS990/OtherExpensesGrp/Desc3ARTS/CULTURE
IRS990/OtherExpensesGrp/ProgramServicesAmt0137074
IRS990/OtherExpensesGrp/ProgramServicesAmt154043
IRS990/OtherExpensesGrp/ProgramServicesAmt213853
IRS990/OtherExpensesGrp/ProgramServicesAmt37599
IRS990/OtherExpensesGrp/TotalAmt0137074
IRS990/OtherExpensesGrp/TotalAmt154043
IRS990/OtherExpensesGrp/TotalAmt213853
IRS990/OtherExpensesGrp/TotalAmt37599
IRS990/OtherLiabilitiesGrp/EOYAmt039600
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt03335
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03335
IRS990/OtherRevenueTotalAmt03335
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt029788
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024148
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt029367
IRS990/OtherSalariesAndWagesGrp/TotalAmt083303
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05603
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04770
IRS990/PayrollTaxesGrp/ProgramServicesAmt03395
IRS990/PayrollTaxesGrp/TotalAmt013768
IRS990/PensionPlanContributionsGrp/FundraisingAmt0882
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0714
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0869
IRS990/PensionPlanContributionsGrp/TotalAmt02465
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KELLY RAMIREZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Adult Community Programs, including One Book One Bozeman, SymBozium civil discourse forum,Bookmobile operation, digital services, health and wellness, and Open Door social service office.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0117160
IRS990/ProgSrvcAccomActy3Grp/Desc0YOUTH AND EARLY LITERACY: PROGRAMS AND INITIATIVES THAT SUPPORT CHILDREN IN ACADEMIC SUCCESS AND CAREER READINESS. INCLUDES SUMMER READING, CHILDRENS FESTIVAL OF THE BOOK, KINGERGARTEN READINESS, AND KIDS BOOK CLUB. SERVED 3,000
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt013853
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0336061
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0161675
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0248596
IRS990/PYOtherRevenueAmt06550
IRS990/PYRevenuesLessExpensesAmt046318
IRS990/PYSalariesCompEmpBnftPaidAmt0209372
IRS990/PYTotalExpensesAmt0457968
IRS990/PYTotalRevenueAmt0504286
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0512160
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012961
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0692674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0336061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0582174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0335961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0217280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02164150
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0116335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0148351
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0127185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0181838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0113598
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0687307
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03335
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06139
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09474
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48090
IRS990ScheduleA/PublicSupportPY170Pct00.44510
IRS990ScheduleA/PublicSupportTotal170Amt01390095
IRS990ScheduleA/SubstantialContributorsTotAmt0774055
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0692674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0336061
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0582174
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0335961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0217280
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02164150
IRS990ScheduleA/TotalSupportAmt02890761
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0-3770
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0411
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt014455
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt013159
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt05575
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt029830
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/CYEndwmtFundGrp/BeginningYearBalanceAmt0294717
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0330485
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt039031
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03263
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0250915
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0294717
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043802
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0232985
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0250000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0250915
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0915

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,401,232
Liabilities
$48,329
Net assets
$5,352,903
Revenue
$1,000,025
Expenses
$487,865
Net income
$512,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.13$0.02$8.11$1.47$0.69$0.78
2023Detailed filing. Detailed filing data is available for this year.$7.42$0.02$7.40$3.56$2.90$0.66
2022Detailed filing. Detailed filing data is available for this year.$6.28$0.02$6.26$1.63$2.45$0.81
2021Detailed filing. Detailed filing data is available for this year.$7.82$0.02$7.80$3.31$0.95$2.36
2020Detailed filing. Detailed filing data is available for this year.$5.40$0.05$5.35$1.00$0.49$0.51
2019Detailed filing. Detailed filing data is available for this year.$4.69$0.03$4.66$0.50$0.46$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.22$0.08$4.14$0.94$0.49$0.45
2017Detailed filing. Detailed filing data is available for this year.$4.28$0.10$4.18$0.83$0.57$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.81$0.01$3.80$0.37$0.40$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.62$0.29$0.33
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.54$0.29$0.24$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.01$3.52$0.54$0.25$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.01$3.16$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.00$2.96$0.56