Civic Intelligence

Financial Beginnings Oregon

990 • Fiscal year 2021 • EIN 81-4643539

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization Profilewww.finbegor.org
2705 E Burnside Street 214Portland, OR 97214

(800) 406-1876

Siviq Scores

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

Liabilities / Assets

74th percentile

0.21x

Higher debt load relative to assets than 74% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.19x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

56th percentile

16%

Higher net margin than 56% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$113,633

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

76th percentile

33%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

37%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$717,600

Up $176,830 (+33%) from 2020

Net Assets

Up

$570,373

Up $133,531 (+31%) from 2020

Liabilities

Up

$147,227

Up $43,299 (+42%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin56th percentile

Revenue

Up

$755,580

Up $204,378 (+37%) from 2020

Expenses

Up

$633,164

Up $119,201 (+23%) from 2020

Net Income

Up

$122,416

Up $85,177 (+229%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$800K$600K$400K$200K$0Assets 2018: $257,711Liabilities 2018: $20,364Net Assets 2018: $237,3472018Assets 2019: $442,311Liabilities 2019: $43,845Net Assets 2019: $398,4662019Assets 2020: $540,770Liabilities 2020: $103,928Net Assets 2020: $436,8422020Assets 2021: $717,600Liabilities 2021: $147,227Net Assets 2021: $570,3732021Assets 2022: $613,615Liabilities 2022: $42,420Net Assets 2022: $571,1952022Assets 2023: $585,426Liabilities 2023: $36,435Net Assets 2023: $548,9912023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$717,600
Liabilities$147,227
Net Assets$570,373
Open 2021 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.0M$500K$0-$500KRevenue 2018: $558,574Expenses 2018: $453,451Net Income 2018: $105,1232018Revenue 2019: $663,998Expenses 2019: $503,982Net Income 2019: $160,0162019Revenue 2020: $551,202Expenses 2020: $513,963Net Income 2020: $37,2392020Revenue 2021: $755,580Expenses 2021: $633,164Net Income 2021: $122,4162021Revenue 2022: $732,401Expenses 2022: $695,725Net Income 2022: $36,6762022Revenue 2023: $661,760Expenses 2023: $665,378Net Income 2023: -$3,6182023Revenue 2024: $227,120Expenses 2024: $523,404Net Income 2024: -$296,2842024

Highlighted filing

2021

Revenue$755,580
Expenses$633,164
Net Income$122,416
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$755,580
Mission and Program Overview

Mission

Financial beginnings oregon empowers youth and adults to take control of their financial futures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$133,120$477,080▲ $343,960
Cash and Non-Interest-Bearing Accounts$338,903$138,563▼ $200,340
Pledges and Grants Receivable$40,075$86,000▲ $45,925
Prepaid Expenses and Deferred Charges$27,134$14,931▼ $12,203
Land, Buildings, and Equipment, Net$1,538$1,026▼ $512
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$540,770$717,600▲ $176,830
Other Assets Total-$0-
Liabilities
Other Liabilities$67,100$79,883▲ $12,783
Accounts Payable and Accrued Expenses$29,328$67,344▲ $38,016
Deferred Revenue$7,500--
Total Liabilities$103,928$147,227▲ $43,299
Net Assets / Fund Balance
Net Assets With Donor Restrictions$117,020$341,926▲ $224,906
Net Assets Without Donor Restrictions$319,822$228,447▼ $91,375
Total Net Assets Fund Balance$436,842$570,373▲ $133,531
Total Liabilities and Net Assets / Fund Balance$540,770$717,600▲ $176,830

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,026$2,564$3,590

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$32,284$10,000▲ $10,893-$53,177
2019$31,148-▲ $1,136-$32,284
2018$24,018$5,000▲ $2,130-$31,148
2017-$25,000▼ $975-$24,018
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate BenedictExecutive DirectorFT$107,201$6,432$113,633

Board Members and Trustees

NameTitle
Amy TheumaBoard Chair
Carlie BlackburnBoard Member
Farhad DadkhoBoard Member
Ken CalhounBoard Member
Lashanda FriedrichBoard Member
Michael NavarroBoard Member
Logwone Warrior MitzSecretary
Sean EdwardsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$728,240
Program Service Revenue
$26,051
Investment Income
$1,289
Other Revenue
$0
All Other Contributions
$661,140
Change in Net Assets
$122,416

Audited Revenue Reconciliation

Revenue per Audited Statements
$755,580
Revenue Not Reported on Form 990
$16,332
Total Revenue per Audited Statements
$771,912
Total Revenue per Form 990
$755,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$466,070
Other Expenses$167,094
Total Fundraising Expense$84,977
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$225,776-$37,484$263,260
Current Officers, Directors, Trustees, and Key Employees$86,606$12,685$25,471$124,762
Payroll Taxes$25,963$2,324$5,334$33,621
Occupancy$16,416$9,744$4,424$30,584
Fees for Services Accounting$25,078$1,222-$26,300
Other Employee Benefits$19,087$455$3,524$23,066
Pension Plan Contributions$15,643$1,911$3,807$21,361
Office Expenses$6,760$3,061$2,309$12,130
Fees for Services Other$4,027-$850$4,877
Insurance$1,579$64$318$1,961
Fees for Services Legal$1,000--$1,000
Advertising$50-$560$610
Other Expenses$69$319$154$542
Depreciation Depletion$413$17$83$513
All Other Expenses$71$54$119$244
Travel$23$87$4$114
Total Functional Expenses$515,561$32,626$84,977$633,164

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$638,381
Expenses per Audited Statements$633,164
Total Expenses per Form 990$633,164
Expenses Not Reported on Form 990$5,217
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kate BenedictKey EmployeeLicensing & MaterialsNo$53,870

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 Loan Payable$79,883
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“No committees have authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Treasurer and board chair will review the form 990. Full board will vote to approve the form 990.”

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

“All board members are required to complete annual conflict of interest disclosures.”

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

“Full evaluation is completed by the board of directors and informed by staff input. Comparability data is reviewed and evaluation is used by the board to determine executive director compensation.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The form 990 is posted on the organization's website. The form 1023 exemption is available upon request.”

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

“The governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Financial Beginnings Oregon
EIN
81-4643539
Phone
8004061876
Address
2705 E Burnside Street 214, Portland, OR 97214

Signing Officer

Name
Kate Benedict
Title
Executive Director
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
12
Volunteers
207

Preparer

Firm
Alten Sakai & Company Llp
Address
8625 SW CASCADE AVE SUITE 310, BEAVERTON, OR 97008
Preparer
Eileen C Nguyen CPA
Phone
5032971072
Supplemental Narrative

Financial Statement Notes

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

“The financial beginnings oregon endowment fund includes donor restricted funds that are restricted by specfic donor stipulations. The board of directors may annually appropriate for distribution an amount deemed prudent given the purpose of the endowment. The initial spending rate will be 4% of the financial beginnings oregon endowment fund's average fair value. Fair market value is calculated by taking the quarterly average of the fair market value of the endowment's assets over the three years immediately preceding the year in which the appropriation for expenditure is made. The spending rate should not exceed 7%. No distributions were made during the year ended june 30, 2021. The board of directors does not anticipate making distributions until the endowment reaches $100,000.”

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IRS990/Desc0Financial Beginnings Oregon (FBOR) increases the financial capability of youth and adults in our state. This allows Oregonians to live with more financial security, and increases life opportunities such as homeownership, higher education, and secure retirement. FBOR works to:- Promote self-sufficiency by teaching individuals how to proactively improve their financial health.- Support un- and underbanked individuals in accessing and participating in financial services.- Provide age-appropriate financial education that meets or exceeds state-specific standards.- Enhance financial resiliency among underserved populations.- Provide all of these services at no cost to partners or participants.FBORs financial education programs reach all demographics but are designed to empower economically-vulnerable youth and adults through inclusive financial education. FBOR proactively reaches underserved audiences such as low-income individuals, individuals with legal histories, individuals experiencing homelessness, and communities of color.Programs are provided in partnership with schools and community-based organizations, and are always offered at no cost to the participant or partner. FBOR strives to reach over 25,000 Oregonians each year with free financial education. All of their programs are taught by over 300 trained community-based volunteers in the community. FBOR runs an annual Fellowship program that brings young adults in-house as financial educators and provides them professional development opportunities. This Fellowship makes their programs more equitable and impactful by engaging young adults in their program delivery. FBOR also hosts an annual Financial Literacy Conference that brings together financial education stakeholders and supporters from across the state to gain financial literacy resources and collaborate. This has been held virtually since COVID-19.Most importantly, FBOR's programs have a measurable impact. In the six months following their participation, 98% of participants reported changing one or more of their financial behaviors. When asked about the knowledge they gained during our lessons:- Those who said they knew how to keep their budget relevant when financial circumstances changed increased from 43% to 94%.- Those who said they knew how to choose a bank or credit union that benefit them increased from 41% to 100%.- Those who knew how to access and read their credit report increased from 27% to 91%.- Those who knew their options for retirement savings increased from 16% to 91%.- Those who knew how to compare various insurance coverage and costs to choose the right plan for them increased from 27% to 85%.
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01289
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0133120
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0477080
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02564
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01538
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01026
IRS990/LandBldgEquipCostOrOtherBssAmt03590
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FINANCIAL BEGINNINGS OREGON EMPOWERS YOUTH AND ADULTS TO TAKE CONTROL OF THEIR FINANCIAL FUTURES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0436842
IRS990/NetAssetsOrFundBalancesEOYAmt0570373
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt011115
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0319822
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0228447
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04424
IRS990/OccupancyGrp/ManagementAndGeneralAmt09744
IRS990/OccupancyGrp/ProgramServicesAmt016416
IRS990/OccupancyGrp/TotalAmt030584
IRS990/OfficeExpensesGrp/FundraisingAmt02309
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03061
IRS990/OfficeExpensesGrp/ProgramServicesAmt06760
IRS990/OfficeExpensesGrp/TotalAmt012130
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03524
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0455
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019087
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023066
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt0536
IRS990/OtherExpensesGrp/FundraisingAmt1154
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0275
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1408
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2319
IRS990/OtherExpensesGrp/ProgramServicesAmt081084
IRS990/OtherExpensesGrp/ProgramServicesAmt14790
IRS990/OtherExpensesGrp/ProgramServicesAmt21126
IRS990/OtherExpensesGrp/ProgramServicesAmt369
IRS990/OtherExpensesGrp/TotalAmt081359
IRS990/OtherExpensesGrp/TotalAmt15734
IRS990/OtherExpensesGrp/TotalAmt21126
IRS990/OtherExpensesGrp/TotalAmt3542
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt067100
IRS990/OtherLiabilitiesGrp/EOYAmt079883
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt037484
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0225776
IRS990/OtherSalariesAndWagesGrp/TotalAmt0263260
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05334
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02324
IRS990/PayrollTaxesGrp/ProgramServicesAmt025963
IRS990/PayrollTaxesGrp/TotalAmt033621
IRS990/PensionPlanContributionsGrp/FundraisingAmt03807
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01911
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015643
IRS990/PensionPlanContributionsGrp/TotalAmt021361
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt040075
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt086000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027134
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014931
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0FINANCIAL LITERACY CONF
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026051
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026051
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0501483
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01043
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0141537
IRS990/PYProgramServiceRevenueAmt048676
IRS990/PYRevenuesLessExpensesAmt037239
IRS990/PYSalariesCompEmpBnftPaidAmt0372426
IRS990/PYTotalExpensesAmt0513963
IRS990/PYTotalRevenueAmt0551202
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0122416
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt026051
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0728240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0501483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0620749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0498368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02348840
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02180
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04768
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0177162
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt01706475
IRS990ScheduleA/SubstantialContributorsTotAmt0642365
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0728240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0501483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0620749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0498368
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02348840
IRS990ScheduleA/TotalSupportAmt02353608
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/BeginningYearBalanceAmt032284
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt053177
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010893
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt031148
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt032284
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01136
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt024018
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt031148
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02130
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt024018
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-975
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt05217
IRS990ScheduleD/DonatedServicesUseFcltsAmt05217
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt05217
IRS990ScheduleD/ExpensesSubtotalAmt0633164
IRS990ScheduleD/NetUnrealizedGainsInvstAmt011115
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01026
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02564
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03590
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt079883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$717,600
Liabilities
$147,227
Net assets
$570,373
Revenue
$755,580
Expenses
$633,164
Net income
$122,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$2.27$5.23$2.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.36$5.49$6.62$6.65$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.42$5.71$7.32$6.96$0.37
2021Detailed filing. Detailed filing data is available for this year.$7.18$1.47$5.70$7.56$6.33$1.22
2020Detailed filing. Detailed filing data is available for this year.$5.41$1.04$4.37$5.51$5.14$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.44$3.98$6.64$5.04$1.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.20$2.37$5.59$4.53$1.05