Civic Intelligence

Otto Schoitz Foundation

990 • Fiscal year 2019 • EIN 81-1949053

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 06, 2020

Organization ProfileWWW.OTTOSCHOITZFOUNDATION.ORG
425 Cedar Street No 304Waterloo, IA 50701

(319) 232-2870

Siviq Scores

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

Liabilities / Assets

20th percentile

0.05x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

1.44x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

3rd percentile

-66%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

9th percentile

$123,000

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

30th percentile

0.4%

Faster asset growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

15%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$59,448,561

Up $229,860 (+0.4%) from 2018

Net Assets

Down

$56,718,721

Down $1,120,242 (-1.9%) from 2018

Liabilities

Up

$2,729,840

Up $1,350,102 (+98%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin3rd percentile

Revenue

Up

$1,889,291

Up $245,815 (+15%) from 2018

Expenses

Up

$3,136,339

Up $346,517 (+12%) from 2018

Net Income

Down

-$1,247,048

Down $100,702 (-8.8%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80M$60M$40M$20M$0Assets 2016: $51,792,226Liabilities 2016: $54Net Assets 2016: $51,792,1722016Assets 2017: $57,268,662Liabilities 2017: $7,003Net Assets 2017: $57,261,6592017Assets 2018: $59,218,701Liabilities 2018: $1,379,738Net Assets 2018: $57,838,9632018Assets 2019: $59,448,561Liabilities 2019: $2,729,840Net Assets 2019: $56,718,7212019Assets 2020: $60,079,015Liabilities 2020: $2,643,091Net Assets 2020: $57,435,9242020Assets 2021: $68,331,413Liabilities 2021: $2,459,372Net Assets 2021: $65,872,0412021Assets 2022: $57,256,021Liabilities 2022: $3,380,612Net Assets 2022: $53,875,4092022Assets 2023: $60,720,167Liabilities 2023: $2,511,097Net Assets 2023: $58,209,0702023Assets 2024: $70,066,615Liabilities 2024: $3,814,052Net Assets 2024: $66,252,5632024Assets 2025: $74,423,347Liabilities 2025: $4,054,981Net Assets 2025: $70,368,3662025

Highlighted filing

2019

Assets$59,448,561
Liabilities$2,729,840
Net Assets$56,718,721
Open 2019 Filing

Operations Trend

Revenue Growth77th percentile

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

$60M$40M$20M$0-$20MRevenue 2016: $51,489,001Expenses 2016: $15,464Net Income 2016: $51,473,5372016Revenue 2017: $1,227,041Expenses 2017: $231,132Net Income 2017: $995,9092017Revenue 2018: $1,643,476Expenses 2018: $2,789,822Net Income 2018: -$1,146,3462018Revenue 2019: $1,889,291Expenses 2019: $3,136,339Net Income 2019: -$1,247,0482019Revenue 2020: $1,651,275Expenses 2020: $2,602,726Net Income 2020: -$951,4512020Revenue 2021: $12,915,755Expenses 2021: $2,432,605Net Income 2021: $10,483,1502021Revenue 2022: $3,584,223Expenses 2022: $5,151,130Net Income 2022: -$1,566,9072022Revenue 2023: $1,173,025Expenses 2023: $3,055,079Net Income 2023: -$1,882,0542023Revenue 2024: $5,594,893Expenses 2024: $5,289,420Net Income 2024: $305,4732024Revenue 2025: $1,191,065Expenses 2025: $4,389,571Net Income 2025: -$3,198,5062025

Highlighted filing

2019

Revenue$1,889,291
Expenses$3,136,339
Net Income-$1,247,048
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 6, 2020
Return Version
2018v3.1
Gross Receipts
$1,889,291
Mission and Program Overview

Mission

Improve the health and well-being of the community and its individual members within the greater cedar valley region, defined as the geographical area within 30 miles from the center of waterloo, iowa.

Assist organizations in improving the health and well-being of the citizens they serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$43,593,455$46,912,153▲ $3,318,698
Investments in Publicly Traded Securities$15,549,342$11,883,349▼ $3,665,993
Cash and Non-Interest-Bearing Accounts$4,278$329,910▲ $325,632
Savings and Temporary Cash Investments$59,126$314,976▲ $255,850
Prepaid Expenses and Deferred Charges$12,500$5,083▼ $7,417
Accounts Receivable$0$3,090▲ $3,090
Total Assets$59,218,701$59,448,561▲ $229,860
Liabilities
Grants Payable$1,374,716$2,723,394▲ $1,348,678
Accounts Payable and Accrued Expenses$5,022$6,446▲ $1,424
Total Liabilities$1,379,738$2,729,840▲ $1,350,102
Net Assets / Fund Balance
Unrestricted Net Assets$57,838,963$56,718,721▼ $1,120,242
Total Net Assets Fund Balance$57,838,963$56,718,721▼ $1,120,242
Total Liabilities and Net Assets / Fund Balance$59,218,701$59,448,561▲ $229,860

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,234,754--
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michele PanicucciExecutve DirectorFT$101,655$21,345$123,000

Board Members and Trustees

NameTitle
Camille HoganChairman
Eric LockeVice Chairman
Becky MuddDirector
Catherine YoungDirector
Dennis ClarkDirector
Donna NelsonDirector
Douglas StanfordDirector
Hugh FieldDirector
Robert PetersenDirector
Rudy JonesSecretary
Mike MallaroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$571,489
Program Service Revenue
$0
Investment Income
$1,317,802
Other Revenue
$0
Change in Net Assets
$-1,247,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,822,057
Salaries, Compensation, and Employee Benefits$179,986
Other Expenses$134,296
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,822,057--$2,822,057
Current Officers, Directors, Trustees, and Key Employees$62,975$62,975-$125,950
Fees for Service Investment Mgmnt Fees-$91,054-$91,054
Other Salaries and Wages$29,458$9,819-$39,277
Office Expenses-$16,547-$16,547
Payroll Taxes$6,953$4,929-$11,882
Occupancy-$8,814-$8,814
Fees for Services Legal-$5,600-$5,600
Conferences and Meetings-$5,227-$5,227
Fees for Services Accounting-$5,070-$5,070
Pension Plan Contributions$1,191$397-$1,588
Other Employee Benefits$754$535-$1,289
Advertising-$1,002-$1,002
Insurance-$627-$627
Fees for Services Other-$255-$255
Other Expenses-$100-$100
Total Functional Expenses$2,923,388$212,951$0$3,136,339
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Iowa Heartland Habitat for HumanityWaterloo, IA501(c)(3)Grant for Specific Program Support$888,500
City of WaterlooWaterloo, IA501(c)(3)Grant for Specific Program Support$331,000
Christian Community DevelopmentWaterloo, IA501(c)(3)Grant for Specific Program Support$307,500
Friendship Village FoundationWaterloo, IA501(c)(3)Grant for Capital Project$150,000
Leader Valley FoundationWaterloo, IA501(c)(3)Grant for Specific Program Support$130,000
Family Ymca of Black Hawk CountyWaterloo, IA501(c)(3)Grant for Specific Program Support$100,000
Tri-county Child and Family Development Council IncWaterloo, IA501(c)(3)Grant for Capital Project$99,000
Mercyone Waterloo FoundationWaterloo, IA-Grant for Capital Project$86,000
Grin and Grow LtdWaterloo, IA501(c)(3)Grant for Specific Program Support$80,000
Ethnic Minorities of Burma Advocacy and Resource CenterDes Moines, IA501(c)(3)Grant for Specific Program Support$65,750
Social Action IncWaterloo, IA501(c)(3)Grant for Specific Program Support$52,936
Black Hawk County Health DepartmentWaterloo, IA501(c)(3)Grant for Specific Program Support$51,000
The Salvation Army of Waterloocedar FallsWaterloo, IA-Grant for Specific Program Support$50,000
Jesse Cosby Neighborhood CenterWaterloo, IA501(c)(3)Grant for Specific Program Support$45,000
Operation Threshold IncWaterloo, IA501(c)(3)Grant for Specific Program Support$45,000
Sunrise Childrens Zoo IncWaterloo, IA501(c)(3)Grant for Capital Projects$36,120
Amani Community ServicesWaterloo, IA501(c)(3)Grant for Specific Program Support and Capital Project$35,250
Grout Museum DistrictWaterloo, IA501(c)(3)Grant for Specific Program Support$30,000
Afro-american Community BroadcastingWaterloo, IA501(c)(3)Grant for Specific Program Support$25,000
The Job FoundationCedar Falls, IA501(c)(3)Grant for Specific Program Support$25,000
Pathways Begavioral Services IncWaterloo, IA501(c)(3)Grant for Specific Program Support$22,500
Iowa Legal AidDes Moines, IA501(c)(3)Grant for Specific Program Support$20,000
SuccesslinkWaterloo, IA501(c)(3)Grant for Specific Program Support$20,000
Cedar Trails PartnershipCedar Falls, IA501(c)(3)Grant for Capital Project$15,000
Exceptional Persons IncWaterloo, IA501(c)(3)Grant for Specific Program Support$15,000
IOWA JOBS FOR AMERICA'S GRADUATESDes Moines, IA501(c)(3)Grant for Specific Program Support$15,000
Waterloo Writing ProjectWaterloo, IA501(c)(3)Grant for Specific Program Support$15,000
Black Hawk County 4h & Ffa FoundationWaterloo, IA501(c)(3)Grant for Capital Campaign Project$10,000
Cedar Valley Bicycle CollectiveWaterloo, IA501(c)(3)Grant for Specific Program Support$10,000
Junior Achievement of Eastern IowaCedar Rapids, IA501(c)(3)Grant for Specific Program Support$10,000
North Star Community ServicesWaterloo, IA501(c)(3)Grant for Specific Program Support$10,000
Waterloo Community PlayhouseWaterloo, IA501(c)(3)Grant for Specific Program Support$10,000
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
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
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 B, Line 11B

“A draft copy of the form 990 was sent to the executive director for review. A final copy of the form 990 was sent to all board members prior to filing.”

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

“Board members sign a conflict of interest statement annually and it is kept on file. Any known conflicts are identified and addressed at board meetings held throughout the year.”

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

“The executive committee determines and approves the executive director's compensation based on an annual performance review and review of market data, including salary surveys. The performanc review and supporting data are included in the executive director's personnel file.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Otto Schoitz Foundation
EIN
81-1949053
Phone
3192322870
Address
425 CEDAR STREET NO 304, WATERLOO, IA 50701

Signing Officer

Name
Michele Panicucci
Title
Executive Director
Phone
3192344471
Signed
2020-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Panicucci
Formed
2016
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
17

Preparer

Firm
Bergankdv Ltd
Address
PO BOX 2100, WATERLOO, IA 50704-2100
Preparer
David a Richter
Phone
3192346885
Raw XML AppendixShowing 400 of 775 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/MissionDesc0IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITY AND ITS INDIVIDUAL MEMBERS WITHIN THE GREATER CEDAR VALLEY REGION, DEFINED AS THE GEOGRAPHICAL AREA WITHIN 30 MILES FROM THE CENTER OF WATERLOO, IOWA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt056718721
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0126806
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08814
IRS990/OccupancyGrp/TotalAmt08814
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016547
IRS990/OfficeExpensesGrp/TotalAmt016547
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0535
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0754
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01289
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09819
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt029458
IRS990/OtherSalariesAndWagesGrp/TotalAmt039277
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04929
IRS990/PayrollTaxesGrp/ProgramServicesAmt06953
IRS990/PayrollTaxesGrp/TotalAmt011882
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0397
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01191
IRS990/PensionPlanContributionsGrp/TotalAmt01588
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05083
IRS990/PrincipalOfficerNm0MICHELE PANICUCCI
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0200000
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt01443476
IRS990/PYOtherExpensesAmt0142536
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1146346
IRS990/PYSalariesCompEmpBnftPaidAmt0126286
IRS990/PYTotalExpensesAmt02789822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01643476
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1247048
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0571489
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt059126
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0314976
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: CASH DISTRIBUTION TO FORM FOUNDATION AMOUNT: 50000000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE OTTO SCHOITZ FOUNDATION WAS INCORPORATED 3/23/16 AND FILED AN INITIAL SHORT YEAR TAX RETURN FOR FISCAL YEAR ENDED 9/30/16.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, SHORT YEAR EXPLANATION:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01308690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02224333
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01317802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01443476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01082887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0180311
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04024476
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0124976
IRS990ScheduleA/SubstantialContributorsTotAmt02099357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0571489
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144154
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01308690
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02224333
IRS990ScheduleA/TotalSupportAmt06248809
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/OtherSecuritiesGrp/BookValueAmt04470853
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15873769
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt26576281
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt36094435
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt46273958
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt55767195
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt65582010
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt73038898
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt83234754
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD GROWTH INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD DEVELOPED MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VANGUARD INSTITUTIONAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc3VANGUARD RUSSELL 1000
IRS990ScheduleD/OtherSecuritiesGrp/Desc4BAIRD AGGREGATE BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5BARINGS CORE PROPERTY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc6CRESCENT CAPITAL HIGH INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc7PARAMETRIC DEFENSIVE EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc8VANGUARD SMALL CAP INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt046912153
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0307500
IRS990ScheduleI/RecipientTable/CashGrantAmt165750
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt380000
IRS990ScheduleI/RecipientTable/CashGrantAmt4888500
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt7130000
IRS990ScheduleI/RecipientTable/CashGrantAmt845000
IRS990ScheduleI/RecipientTable/CashGrantAmt925000
IRS990ScheduleI/RecipientTable/CashGrantAmt1035250
IRS990ScheduleI/RecipientTable/CashGrantAmt1125000
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1310000
IRS990ScheduleI/RecipientTable/CashGrantAmt14100000
IRS990ScheduleI/RecipientTable/CashGrantAmt15150000
IRS990ScheduleI/RecipientTable/CashGrantAmt1630000
IRS990ScheduleI/RecipientTable/CashGrantAmt1745000
IRS990ScheduleI/RecipientTable/CashGrantAmt1810000
IRS990ScheduleI/RecipientTable/CashGrantAmt1922500
IRS990ScheduleI/RecipientTable/CashGrantAmt2052936
IRS990ScheduleI/RecipientTable/CashGrantAmt2120000
IRS990ScheduleI/RecipientTable/CashGrantAmt2236120
IRS990ScheduleI/RecipientTable/CashGrantAmt2399000
IRS990ScheduleI/RecipientTable/CashGrantAmt2410000
IRS990ScheduleI/RecipientTable/CashGrantAmt2515000
IRS990ScheduleI/RecipientTable/CashGrantAmt2651000
IRS990ScheduleI/RecipientTable/CashGrantAmt27331000
IRS990ScheduleI/RecipientTable/CashGrantAmt2815000
IRS990ScheduleI/RecipientTable/CashGrantAmt2915000
IRS990ScheduleI/RecipientTable/CashGrantAmt3086000
IRS990ScheduleI/RecipientTable/CashGrantAmt3150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501(C)(3)

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$59,448,561
Liabilities
$2,729,840
Net assets
$56,718,721
Revenue
$1,889,291
Expenses
$3,136,339
Net income
-$1,247,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.4$4.05$70.4$1.19$4.39$3.20
2024Detailed filing. Detailed filing data is available for this year.$70.1$3.81$66.3$5.59$5.29$0.31
2023Detailed filing. Detailed filing data is available for this year.$60.7$2.51$58.2$1.17$3.06$1.88
2022Detailed filing. Detailed filing data is available for this year.$57.3$3.38$53.9$3.58$5.15$1.57
2021Detailed filing. Detailed filing data is available for this year.$68.3$2.46$65.9$12.9$2.43$10.5
2020Detailed filing. Detailed filing data is available for this year.$60.1$2.64$57.4$1.65$2.60$0.95
2019Detailed filing. Detailed filing data is available for this year.$59.4$2.73$56.7$1.89$3.14$1.25
2018Detailed filing. Detailed filing data is available for this year.$59.2$1.38$57.8$1.64$2.79$1.15
2017Detailed filing. Detailed filing data is available for this year.$57.3$0.01$57.3$1.23$0.23$1.00
2016Summary only. Only limited summary data is available for this year.$51.8$0.00$51.8$51.5$0.02$51.5