Civic Intelligence

Bozeman Area Community Foundation The

990 • Fiscal year 2017 • EIN 81-0519514

Apr 01, 2016 to Mar 31, 2017 • Filed on Jan 24, 2018

Organization ProfileWWW.BOZEMANFOUNDATION.ORG
111 S Grand Ave No 214Bozeman, MT 59715

(406) 587-6262

Siviq Scores

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

Liabilities / Assets

58th percentile

0.15x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.51x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$51,253

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

6.1%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,319,437

Up $350,279 (+36%) from 2016

Net Assets

Up

$1,115,873

Up $342,110 (+44%) from 2016

Liabilities

Up

$203,564

Up $8,169 (+4.2%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin95th percentile

Revenue

Up

$395,982

Up $22,760 (+6.1%) from 2016

Expenses

Down

$133,489

Down $274,356 (-67%) from 2016

Net Income

Up

$262,493

Up $297,116 (+858%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$60M$40M$20M$0Assets 2010: $862,982Liabilities 2010: $311,094Net Assets 2010: $551,8882010Assets 2011: $825,890Liabilities 2011: $206,174Net Assets 2011: $619,7162011Assets 2012: $936,802Liabilities 2012: $198,151Net Assets 2012: $738,6512012Assets 2013: $943,089Liabilities 2013: $198,857Net Assets 2013: $744,2322013Assets 2014: $904,346Liabilities 2014: $194,096Net Assets 2014: $710,2502014Assets 2015: $892,268Liabilities 2015: $169,526Net Assets 2015: $722,7422015Assets 2016: $969,158Liabilities 2016: $195,395Net Assets 2016: $773,7632016Assets 2017: $1,319,437Liabilities 2017: $203,564Net Assets 2017: $1,115,8732017Assets 2018: $1,459,449Liabilities 2018: $215,508Net Assets 2018: $1,243,9412018Assets 2019: $1,638,440Liabilities 2019: $261,269Net Assets 2019: $1,377,1712019Assets 2020: $44,875,418Liabilities 2020: $410,757Net Assets 2020: $44,464,6612020Assets 2021: $54,568,108Liabilities 2021: $742,289Net Assets 2021: $53,825,8192021Assets 2022: $31,491,768Liabilities 2022: $1,113,232Net Assets 2022: $30,378,5362022Assets 2023: $27,197,814Liabilities 2023: $1,847,492Net Assets 2023: $25,350,3222023Assets 2024: $22,278,720Liabilities 2024: $1,094,575Net Assets 2024: $21,184,1452024

Highlighted filing

2017

Assets$1,319,437
Liabilities$203,564
Net Assets$1,115,873
Open 2017 Filing

Operations Trend

Revenue Growth54th percentile

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

$60M$40M$20M$0-$20M-$40MExpenses 2010: $2,6212010Revenue 2011: $76,274Expenses 2011: $8,446Net Income 2011: $67,8282011Expenses 2012: $17,5302012Expenses 2013: $33,7562013Revenue 2014: $48,377Expenses 2014: $71,370Net Income 2014: -$22,9932014Revenue 2015: $94,524Expenses 2015: $103,313Net Income 2015: -$8,7892015Revenue 2016: $373,222Expenses 2016: $407,845Net Income 2016: -$34,6232016Revenue 2017: $395,982Expenses 2017: $133,489Net Income 2017: $262,4932017Revenue 2018: $499,911Expenses 2018: $386,321Net Income 2018: $113,5902018Revenue 2019: $627,735Expenses 2019: $465,730Net Income 2019: $162,0052019Revenue 2020: $43,508,713Expenses 2020: $1,051,488Net Income 2020: $42,457,2252020Revenue 2021: $2,058,571Expenses 2021: $2,765,489Net Income 2021: -$706,9182021Revenue 2022: $3,226,849Expenses 2022: $3,498,861Net Income 2022: -$272,0122022Revenue 2023: $3,020,961Expenses 2023: $3,432,706Net Income 2023: -$411,7452023Revenue 2024: -$28,255,991Expenses 2024: $2,599,800Net Income 2024: -$30,855,7912024

Highlighted filing

2017

Revenue$395,982
Expenses$133,489
Net Income$262,493
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Gross Receipts
$395,982
Mission and Program Overview

Mission

Bacf's mission is to connect people who care to causes that matter to build a better community. Bacf fulfills its mission in three ways: (1) strengthening the local nonprofit sector through grant funding and free professional development; (2) connecting donors to causes that matter to them through charitable giving tools; (3) and finally by inspiring a culture of giving in the community.

Local community foundation to foster philanthropy for the benefit of charitable organizations in southwest montana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$931,014$1,255,830▲ $324,816
Cash and Non-Interest-Bearing Accounts$38,144$43,607▲ $5,463
Pledges and Grants Receivable-$20,000-
Total Assets$969,158$1,319,437▲ $350,279
Liabilities
Other Liabilities$194,088$191,965▼ $2,123
Deferred Revenue-$9,842-
Accounts Payable and Accrued Expenses$1,307$1,757▲ $450
Total Liabilities$195,395$203,564▲ $8,169
Net Assets / Fund Balance
Permanently Rstr Net Assets$616,806$703,119▲ $86,313
Temporarily Rstr Net Assets$101,207$389,637▲ $288,430
Unrestricted Net Assets$55,750$23,117▼ $32,633
Total Net Assets Fund Balance$773,763$1,115,873▲ $342,110
Total Liabilities and Net Assets / Fund Balance$969,158$1,319,437▲ $350,279

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$527,745$72,514▲ $55,350-$650,972
2015$584,967$5,251▼ $954$57,350$527,745
2014$590,570$20,095▲ $31,170$5,478$584,967
2013$553,702-▲ $53,315-$590,570
2012$463,594$63,120▲ $36,783-$553,702
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bridget WilkinsonExecutive DirectorFT$51,253$51,253

Board Members and Trustees

NameTitle
Eva SkidmorePresident
Amy McnamaraVice President
Daren NordhagenDirector
Derik PomeroyDirector
Erin YostDirector
Kristin BaileyDirector
Mike AugustineDirector
Nicole ZieglerDirector
Paul LachapelleDirector
Warren VaughanDirector
Cristina BergSecretary
Kara GallingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$364,448
Program Service Revenue
$160
Investment Income
$31,374
Other Revenue
$0
All Other Contributions
$364,448
Change in Net Assets
$262,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$395,982
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$95,080
Total Revenue per Audited Statements
$491,062
Total Revenue per Form 990
$395,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,099
Salaries, Compensation, and Employee Benefits$57,505
Total Fundraising Expense$23,336
Grants and Similar Amounts Paid$17,885
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$17,085$17,084$17,084$51,253
Grants to Domestic Orgs$17,885--$17,885
Fees for Service Investment Mgmnt Fees$7,058--$7,058
Office Expenses$4,508$1,288$644$6,440
Payroll Taxes$2,084$2,084$2,084$6,252
Advertising$4,042$1,155$577$5,774
Occupancy$3,300$943$471$4,714
Fees for Services Accounting$3,229$923$461$4,613
All Other Expenses$2,285$702$521$3,508
Fees for Services Other$2,913--$2,913
Other Expenses$1,838$525$263$2,626
Travel$1,019$291$146$1,456
Insurance$905$259$129$1,293
Total Functional Expenses$82,988$27,165$23,336$133,489

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$158,619
Expenses per Audited Statements$133,489
Total Expenses per Form 990$133,489
Expenses Not Reported on Form 990$25,130
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$98,205
Agency Funds$93,760
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Section A, Line 4

“On april 12, 2016, bacf adopted amended and restated articles of incorporation. The articles were accepted as filed with an effective date of april 18, 2016 with the montana secretary of state. On may 18, 2016, bacf also adopted amended and restated bylaws. Copies of the foregoing are available upon request.”

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

“A copy of form 990 was provided to each board member for review.”

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

“Annually, board and staff sign conflict of interest disclosure statements. Additionally, board members are asked to disclose at each board meeting if they have a conflict of interest with an agenda item.”

Form 990, Part VI, Section B, Line 15A

“Compensation of the executive director is the responsiblity of the executive committee. They review the executive director through a written and verbal review and the executive director completes a self-evaluation. Outside information regarding salaries paid by similar organizations is evaluated.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request. If a request is made, the documents will be made available via e-mail. The foundation is currently working on updating its website. After the website is updated, the documents will be available on the website.”

Filing and Contact Details

Filer

Filer Name
Bozeman Area Community Foundation
EIN
81-0519514
Phone
4065876262
Address
111 S GRAND AVE NO 214, BOZEMAN, MT 59715

Signing Officer

Name
Mike Augustine
Title
Treasurer
Phone
4065876262
Signed
2018-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Augustine
Formed
1998
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
162

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
1019 EAST MAIN STE 201, BOZEMAN, MT 59715
Preparer
Brea N Bauer
Phone
4065566160
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split-interest agreements 3,725.”

FORM 990, PART XII, LINE 1:

“In fiscal year 2017, the foundation changed its accounting method from cash to accrual for reporting on the form 990 in order to be consistent with the reviewed financial statements. This change had no affect on beginning net assets.”

Financial Statement Notes

PART V, LINE 4:

“To provide income for the foundation's general operations and its charitable purpose.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split-interest agreements 3,725.”

Raw XML AppendixShowing 400 of 526 raw XML fields

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/Desc0HELPED RAISE $415,881 THROUGH 3,558 DONORS IN 24-HOURS FOR 131 LOCAL NONPROFITS IN GALLATIN COUNTY THROUGH AN ANNUAL 24-HOUR DAY OF GIVING CALLED GIVE BIG GALLATIN VALLEY IN MAY. LEADING UP TO THIS ANNUAL INITIATIVE, THE BOZEMAN AREA COMMUNITY FOUNDATION HOSTS FREE EDUCATIONAL SESSIONS FOR NONPROFIT LEADERS AND BOARD MEMBERS ON FUNDRAISING BEST PRACTICES CALLED GIVE BIG BOOT CAMP.
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IRS990/InsuranceGrp/ProgramServicesAmt0905
IRS990/InsuranceGrp/TotalAmt01293
IRS990/InvestmentIncomeGrp/ExclusionAmt031374
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031374
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0931014
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01255830
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BACF'S MISSION IS TO CONNECT PEOPLE WHO CARE TO CAUSES THAT MATTER TO BUILD A BETTER COMMUNITY. BACF FULFILLS ITS MISSION IN THREE WAYS: (1) STRENGTHENING THE LOCAL NONPROFIT SECTOR THROUGH GRANT FUNDING AND FREE PROFESSIONAL DEVELOPMENT; (2) CONNECTING DONORS TO CAUSES THAT MATTER TO THEM THROUGH CHARITABLE GIVING TOOLS; (3) AND FINALLY BY INSPIRING A CULTURE OF GIVING IN THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0773763
IRS990/NetAssetsOrFundBalancesEOYAmt01115873
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt066225
IRS990/NoncashContributionsAmt02850
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0471
IRS990/OccupancyGrp/ManagementAndGeneralAmt0943
IRS990/OccupancyGrp/ProgramServicesAmt03300
IRS990/OccupancyGrp/TotalAmt04714
IRS990/OfficeExpensesGrp/FundraisingAmt0644
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01288
IRS990/OfficeExpensesGrp/ProgramServicesAmt04508
IRS990/OfficeExpensesGrp/TotalAmt06440
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt03725
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2VISTA
IRS990/OtherExpensesGrp/Desc3ACCREDITATION
IRS990/OtherExpensesGrp/FundraisingAmt0550
IRS990/OtherExpensesGrp/FundraisingAmt1406
IRS990/OtherExpensesGrp/FundraisingAmt2263
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1811
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2525
IRS990/OtherExpensesGrp/ProgramServicesAmt08148
IRS990/OtherExpensesGrp/ProgramServicesAmt13850
IRS990/OtherExpensesGrp/ProgramServicesAmt22839
IRS990/OtherExpensesGrp/ProgramServicesAmt31838
IRS990/OtherExpensesGrp/TotalAmt08148
IRS990/OtherExpensesGrp/TotalAmt15500
IRS990/OtherExpensesGrp/TotalAmt24056
IRS990/OtherExpensesGrp/TotalAmt32626
IRS990/OtherLiabilitiesGrp/BOYAmt0194088
IRS990/OtherLiabilitiesGrp/EOYAmt0191965
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02084
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02084
IRS990/PayrollTaxesGrp/ProgramServicesAmt02084
IRS990/PayrollTaxesGrp/TotalAmt06252
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0616806
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0703119
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MIKE AUGUSTINE
IRS990/PriorPeriodAdjustmentsAmt09667
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0160
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0160
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION ADMINISTERS THE RECEIPT OF CHARITABLE ASSETS THROUGH A VARIETY OF CHARITABLE GIVING TOOLS, SUCH AS DONOR ADVISED FUNDS, PERMANENT ENDOWMENTS, CHARITABLE GIFT ANNUITIES, CHARITABLE REMAINDER TRUSTS, AND CHARITABLE LEAD TRUSTS, FOR THE PURPOSE OF MAKING GRANTS TO VARIOUS NONPROFITS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt020021
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06885
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt031534
IRS990/ProgSrvcAccomActy3Grp/Desc0HOSTED THE YOUTH GIVING PROJECT (YGP), A YOUTH PHILANTHROPY PROGRAM THAT TEACHES MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS FROM BOZEMAN, BELGRADE AND BIG SKY LEADERSHIP SKILLS AND THE IMPORTANCE OF COMMUNITY INVOLVEMENT AND PHILANTHROPY. YGP'S MISSION IS "YOUTH FUNDING IDEAS TO INSPIRE AND IMPACT THEIR COMMUNITIES." YGP ASSISTS THE BOZEMAN YOUTH INITIATIVE, FOUNDANT TECHNOLOGIES AND THE BOZEMAN AREA COMMUNITY FOUNDATION IN ADDRESSING YOUTH NEEDS IN OUR COMMUNITY. IN MAY 2016, LOCAL YOUTH MADE GRANT RECOMMENDATIONS FOR $10,000 IN FUNDING TO YOUTH-LED INITIATIVES IN THEIR COMMUNITIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018980
IRS990/ProgSrvcAccomActy3Grp/GrantAmt010000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORTED OVER 100 NONPROFIT LEADERS THROUGH FREE PROFESSIONAL DEVELOPMENT OPPORTUNITIES CALLED THE NONPROFIT CAFE ON THE 4TH FRIDAY OF EACH MONTH. THESE SESSIONS ARE OPEN TO NONPROFIT LEADERS, VOLUNTEERS AND BOARD MEMBERS. EACH SESSION FOCUSES ON A DIFFERENT NONPROFIT BEST PRACTICE TOPIC.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt09977
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0338145
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0275180
IRS990/PYInvestmentIncomeAmt033823
IRS990/PYOtherExpensesAmt073652
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01254
IRS990/PYRevenuesLessExpensesAmt0-34623
IRS990/PYSalariesCompEmpBnftPaidAmt059013
IRS990/PYTotalExpensesAmt0407845
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0373222
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0262493
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0364448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0338145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0806890
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt033823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt038520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024671
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0153966
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47380
IRS990ScheduleA/PublicSupportPY170Pct00.57180
IRS990ScheduleA/PublicSupportTotal170Amt0455242
IRS990ScheduleA/SubstantialContributorsTotAmt0351648
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0364448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0338145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt055907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026430
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0806890
IRS990ScheduleA/TotalSupportAmt0960856
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/BoardDesignatedBalanceEOYPct00.00980
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04637
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0527745
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt072514
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0650972
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt055350
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04169
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0584967
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05251
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0527745
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-954
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt057350
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04190
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0590570
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt020095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0584967
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt047200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031170
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt05478
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt016447
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0553702
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0590570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053315
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt09795
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0463594
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt063120
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0553702
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036783
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt025130
IRS990ScheduleD/DonatedServicesUseFcltsAmt025130
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt05
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0379630
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt025130
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0133489
IRS990ScheduleD/NetUnrealizedGainsInvstAmt066225
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt193760
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AGENCY FUNDS
IRS990ScheduleD/OtherRevenueAmt03725

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,319,437
Liabilities
$203,564
Net assets
$1,115,873
Revenue
$395,982
Expenses
$133,489
Net income
$262,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.3$1.09$21.2$28.3$2.60$30.9
2023Detailed filing. Detailed filing data is available for this year.$27.2$1.85$25.4$3.02$3.43$0.41
2022Detailed filing. Detailed filing data is available for this year.$31.5$1.11$30.4$3.23$3.50$0.27
2021Detailed filing. Detailed filing data is available for this year.$54.6$0.74$53.8$2.06$2.77$0.71
2020Detailed filing. Detailed filing data is available for this year.$44.9$0.41$44.5$43.5$1.05$42.5
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.26$1.38$0.63$0.47$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.22$1.24$0.50$0.39$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.20$1.12$0.40$0.13$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.20$0.77$0.37$0.41$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.17$0.72$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.19$0.71$0.05$0.07$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.20$0.74$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.20$0.74$0.02
2011Summary only. Only limited summary data is available for this year.$0.83$0.21$0.62$0.08$0.01$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.31$0.55$0.00