Civic Intelligence

Trellis Foundation

990 • Fiscal year 2023 • EIN 81-4714749

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 02, 2024

Organization ProfileWWW.TRELLISFOUNDATION.ORG
PO Box 5393Round Rock, TX 78683-5393

(512) 219-5700

Siviq Scores

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

Liabilities / Assets

5th percentile

0.01x

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

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.45x

Higher debt load relative to revenue than 45% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Net Margin

58th percentile

4.0%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

6th percentile

$221,550

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Flat

$405,709,664

Flat from 2023

Net Assets

Flat

$403,187,153

Flat from 2023

Liabilities

Flat

$2,522,511

Flat from 2023

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin58th percentile

Revenue

Flat

$5,617,527

Flat from 2023

Expenses

Flat

$5,395,130

Flat from 2023

Net Income

Flat

$222,397

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$600M$400M$200M$0Assets 2017: $117,253,909Liabilities 2017: $0Net Assets 2017: $117,253,9092017Assets 2019: $133,992,337Liabilities 2019: $2,397,270Net Assets 2019: $131,595,0672019Assets 2020: $144,505,829Liabilities 2020: $2,222,579Net Assets 2020: $142,283,2502020Assets 2021: $258,594,577Liabilities 2021: $2,680,758Net Assets 2021: $255,913,8192021Assets 2022: $364,914,250Liabilities 2022: $2,889,334Net Assets 2022: $362,024,9162022Assets 2023: $405,709,664Liabilities 2023: $2,522,511Net Assets 2023: $403,187,1532023Assets 2023: $405,709,664Liabilities 2023: $2,522,511Net Assets 2023: $403,187,1532023Assets 2024: $501,046,144Liabilities 2024: $702,243Net Assets 2024: $500,343,9012024

Highlighted filing

2023

Assets$405,709,664
Liabilities$2,522,511
Net Assets$403,187,153
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$200M$150M$100M$50M$0Revenue 2017: $117,253,909Expenses 2017: $0Net Income 2017: $117,253,9092017Revenue 2019: $13,221,331Expenses 2019: $2,499,135Net Income 2019: $10,722,1962019Revenue 2020: $8,970,184Expenses 2020: $3,722,023Net Income 2020: $5,248,1612020Revenue 2021: $96,048,937Expenses 2021: $4,638,076Net Income 2021: $91,410,8612021Revenue 2022: $179,771,374Expenses 2022: $4,875,856Net Income 2022: $174,895,5182022Revenue 2023: $5,617,527Expenses 2023: $5,395,130Net Income 2023: $222,3972023Revenue 2023: $5,617,527Expenses 2023: $5,395,130Net Income 2023: $222,3972023Revenue 2024: $78,347,142Expenses 2024: $11,185,447Net Income 2024: $67,161,6952024

Highlighted filing

2023

Revenue$5,617,527
Expenses$5,395,130
Net Income$222,397
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 2, 2024
Return Version
2022v5.0
Gross Receipts
$156,792,001
Mission and Program Overview

Mission

See schedule o, general statement 1

Founded by trellis company ("trellis"), the trellis foundation ("the foundation") is a public charitable organization built on a 40-year heritage of supporting students and families in texas who are pursuing their educational and career dreams. Trellis foundation focuses on improving attainment for low-to moderate-income students who may not otherwise have an opportunity to earn a postsecondary credential or degree.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$362,024,916$403,187,153▲ $41,162,237
Investments in Publicly Traded Securities$349,047,779$380,515,519▲ $31,467,740
Savings and Temporary Cash Investments$13,212,377$22,997,502▲ $9,785,125
Cash and Non-Interest-Bearing Accounts$549,998$1,321,579▲ $771,581
Pledges and Grants Receivable$1,000,000$0▼ $1,000,000
Accounts Receivable$1,076,177$826,058▼ $250,119
Prepaid Expenses and Deferred Charges$27,919$49,006▲ $21,087
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$364,914,250$405,709,664▲ $40,795,414
Liabilities
Grants Payable$2,753,867$1,547,834▼ $1,206,033
Accounts Payable and Accrued Expenses$120,118$950,418▲ $830,300
Other Liabilities$15,349$24,259▲ $8,910
Total Liabilities$2,889,334$2,522,511▼ $366,823
Net Assets / Fund Balance
Total Net Assets Fund Balance$362,024,916$403,187,153▲ $41,162,237
Total Liabilities and Net Assets / Fund Balance$364,914,250$405,709,664▲ $40,795,414
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin BoyerExecutive DirectorFT$149,045$72,505$221,550
Jenny AchillesSr. Director & Chief Program OfficerFT$105,035$11,146$116,181

Board Members and Trustees

NameTitle
Mark Milliron PhdChair
Dora Ann VerdeVice Chair
Alma GarciaBoard Member
Josh HuntBoard Member
Richard Rhodes PhdBoard Member
Suzanne Walsh JdBoard Member
Welcome W Wilson JrBoard Member
Greg DickensonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,617,527
Other Revenue
$0
Change in Net Assets
$222,397

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,106,933
Revenue Not Reported on Financial Statements
$510,594
Revenue Not Reported on Form 990
$40,939,921
Total Revenue per Audited Statements
$46,046,854
Total Revenue per Form 990
$5,617,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,528,920
Other Expenses$1,274,839
Salaries, Compensation, and Employee Benefits$591,371
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,528,920--$3,528,920
Fees for Service Investment Mgmnt Fees-$510,594-$510,594
Fees for Services Other$145,314$202,817-$348,131
Other Salaries and Wages$205,785$92,454-$298,239
Current Officers, Directors, Trustees, and Key Employees$159,257$71,550-$230,807
Fees for Services Accounting-$109,221-$109,221
Travel$53,417$16,208-$69,625
Conferences and Meetings$29,940$13,001-$42,941
Other Expenses$3,463$35,729-$39,192
Payroll Taxes$23,840$13,550-$37,390
Information Technology$1,920$31,713-$33,633
Insurance-$21,506-$21,506
Fees for Services Legal-$19,896-$19,896
Office Expenses$2,637$15,899-$18,536
Pension Plan Contributions$10,658$6,948-$17,606
Other Employee Benefits-$7,329-$7,329
Advertising-$3,810-$3,810
Occupancy-$2,087-$2,087
Total Functional Expenses$4,189,901$1,205,229$0$5,395,130

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,395,130
Expenses per Audited Statements$4,884,536
Total Expenses per Audited Statements$4,884,536
Expenses Not Reported on Financial Statements$510,594
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas Association of Community Colleges (tacc)Austin, TX501(c)(3)Strategic$220,000
University of Texas at Austin Charles a Dana CenterAustin, TXGovtStrategic$150,000
Aspen InstituteWashington, DC501(c)(3)Strategic$100,300
Associated Builders & Contractors Merit Shop Training Program IncCorpus Christi, TX501(c)(3)General Operations$100,000
Breakthrough Central TexasAustin, TX501(c)(3)General Operations$100,000
Capital IdeaAustin, TX501(c)(3)General Operations$100,000
Capital Idea HoustonHouston, TX501(c)(3)General Operations$100,000
Catholic Charities Diocese of Fort WorthFort Worth, TX501(c)(3)General Operations$100,000
College PossibleSaint Paul, MN501(c)(3)General Operations$100,000
Collegecommunitycareer IncRichmond, TX501(c)(3)General Operations$100,000
Cumberland Youth and Family ServicesDenton, TX501(c)(3)General Operations$100,000
El Paso Community Action Program Project Bravo IncEl Paso, TX501(c)(3)General Operations$100,000
El Paso Pro-musica FoundationEl Paso, TX501(c)(3)General Operations$100,000
EmergeHouston, TX501(c)(3)General Operations$100,000
Foster Angels of Central Texas FoundationAustin, TX501(c)(3)General Operations$100,000
Foundation CommunitiesAustin, TX501(c)(3)General Operations$100,000
Genesys Works - HoustonHouston, TX501(c)(3)Direct$100,000
Jeremiah ProgramAustin, TX501(c)(3)General Operations$100,000
Legacy Institute for Financial EducationLufkin, TX501(c)(3)General Operations$100,000
Lone Star Justice AllianceAustin, TX501(c)(3)Direct$100,000
PelotonuAustin, TX501(c)(3)General Operations$100,000
Project ArribaEl Paso, TX501(c)(3)General Operations$100,000
Restore EducationSan Antonio, TX501(c)(3)General Operations$100,000
San Antonio Education PartnershipSan Antonio, TX501(c)(3)Strategic$100,000
Strada Collaborative Inc (fiscal Sponsor of Education at Work)Indianapolis, IN501(c)(3)General Operations$100,000
Tejano Center for Community Concerns IncHouston, TX501(c)(3)General Operations$100,000
Texas Tech FoundationLubbock, TX501(c)(3)Direct$100,000
United for College Career SuccessSugar Land, TX501(c)(3)General Operations$100,000
Valley Initiative for Development and AdvancementMercedes, TX501(c)(3)General Operations$100,000
Workforce Solutions Capital AreaAustin, TX501(c)(3)Strategic$100,000
National College Attainment NetworkWashington, DC501(c)(3)General Operations$97,500
American Association of Colleges & UniversitiesWashington, DC501(c)(3)Capacity$74,050
Austin Black Physicians AssociationAustin, TX501(c)(3)General Operations$50,000
Catalyst EducationNew Orleans, LA501(c)(3)Strategic$50,000
E2e PartnersCorpus Christi, TX501(c)(3)Strategic$50,000
Education Strategy GroupChevy Chase, MDN/aCapacity$50,000
University of Texas at El Paso (ut-ep)El Paso, TXGovtCapacity$50,000
E3 AllianceAustin, TX501(c)(3)Research$48,000
Survive and Thrive EducationFort Worth, TX501(c)(3)General Operations$29,000
Community Partners (fiscal Sponsor of Alliance for Higher Education in PrisLos Angeles, CA501(c)(3)Direct$25,000
Intercultural Development Research AssociationSan Antonio, TX501(c)(3)Capacity$25,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$24,259
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, Section B, Line 11B

“Trellis foundation works with its cpa firm to prepare the 990. Once a final draft is available, it is submitted to executive management for review. Once all questions have been resolved, the return, in its final form, is provided to the trellis foundation board of directors for their review.”

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

“Trellis foundation's code of business conduct is a policy which all employees, officers, and directors must agree to. Within the code of business conduct, managers, key employees, officers and directors are required to disclose any business interests outside of trellis foundation. Trellis company's legal counsel proactively reviews and acts on potential conflicts. Actual conflict, should they occur, may result in disciplinary action, up to and including termination and possible criminal prosecution. Trellis team members are required to complete periodic training as it relates to trellis foundation's code of business conduct.”

Form 990, Part VI, Section B, Line 15

“The foundation contracts with a third party consultant to provide benchmark data for foundation employees and officers, including periodic compensation studies which are presented to the foundation board of directors for their review. The third party consultants use compensation data for similarly qualified persons in the comparable positions for both officers and key employees in similar organizations. Documentation to support benchmark decisions regarding compensation arrangements for all employees is retained. The trellis foundation officer and employee positions for which the benchmarking process is used to establish compensation occurs annually. Annually, the board makes specific decisions on the executive director's salary. Decisions regarding compensation are documented in the board meeting minutes.”

Form 990, Part VI, Section C, Line 19

“Trellis foundation's code of business conduct, governing documents, and audited financial statements are available upon request. Trellis foundation's 990 is available on candid.”

Filing and Contact Details

Filer

Filer Name
Trellis Foundation
EIN
81-4714749
Phone
5122195700
Address
PO BOX 5393, ROUND ROCK, TX 78683-5393

Signing Officer

Name
Kristin Boyer
Title
Executive Director
Phone
5122195700
Signed
2024-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Boyer
Formed
2016
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
7

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Josephine Behrend
Phone
2108286281
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The asc provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the foundation's tax returns to determine whether the tax positions are more likely than not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit/expense and asset/liability in the current year. Management has determined there are no material uncertain income tax positions.”

Raw XML AppendixShowing 400 of 866 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/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9SR. DIRECTOR & CHIEF PROGRAM OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0147546046
IRS990/GrossReceiptsAmt0156792001
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt031713
IRS990/InformationTechnologyGrp/ProgramServicesAmt01920
IRS990/InformationTechnologyGrp/TotalAmt033633
IRS990/InsuranceGrp/ManagementAndGeneralAmt021506
IRS990/InsuranceGrp/TotalAmt021506
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09245955
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0151174474
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRELLIS FOUNDATION ADVANCES EQUITABLE EDUCATIONAL OPPORTUNITIES IN TEXAS BY SUPPORTING POSTSECONDARY PROGRAMS, PRACTICES AND SYSTEMS THAT REDUCE DISPARITIES AND LEAD TO SUCCESS FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0403187153
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3628428
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt040939840
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02087
IRS990/OccupancyGrp/TotalAmt02087
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015899
IRS990/OfficeExpensesGrp/ProgramServicesAmt02637
IRS990/OfficeExpensesGrp/TotalAmt018536
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07329
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07329
IRS990/OtherExpensesGrp/Desc0SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030917
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt135729
IRS990/OtherExpensesGrp/ProgramServicesAmt024750
IRS990/OtherExpensesGrp/ProgramServicesAmt13463
IRS990/OtherExpensesGrp/TotalAmt055667
IRS990/OtherExpensesGrp/TotalAmt139192
IRS990/OtherLiabilitiesGrp/BOYAmt015349
IRS990/OtherLiabilitiesGrp/EOYAmt024259
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt092454
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0205785
IRS990/OtherSalariesAndWagesGrp/TotalAmt0298239
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013550
IRS990/PayrollTaxesGrp/ProgramServicesAmt023840
IRS990/PayrollTaxesGrp/TotalAmt037390
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06948
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010658
IRS990/PensionPlanContributionsGrp/TotalAmt017606
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01000000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027919
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt049006
IRS990/PrincipalOfficerNm0KRISTIN BOYER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0167441095
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04024132
IRS990/PYInvestmentIncomeAmt012330279
IRS990/PYOtherExpensesAmt0380149
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0174895518
IRS990/PYSalariesCompEmpBnftPaidAmt0471575
IRS990/PYTotalExpensesAmt04875856
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0179771374
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0222397
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0362024916
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0403187153
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013212377
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022997502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0167441095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt079953723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04909343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03000000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0255304161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09245955
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05182527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03064434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02990539
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01951041
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022434496
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91920
IRS990ScheduleA/PublicSupportPY170Pct00.94120
IRS990ScheduleA/PublicSupportTotal170Amt0255304161
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0167441095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt079953723
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04909343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03000000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0255304161
IRS990ScheduleA/TotalSupportAmt0277738657
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0510594
IRS990ScheduleD/ExpensesSubtotalAmt04884536
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0510594
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0510594
IRS990ScheduleD/NetUnrealizedGainsInvstAmt040939921
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024259
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/RevenueNotReportedAmt040939921
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0510594
IRS990ScheduleD/RevenueSubtotalAmt05106933
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASC PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT/EXPENSE AND ASSET/LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05395130
IRS990ScheduleD/TotalLiabilityAmt024259
IRS990ScheduleD/TotalRevenuePerForm990Amt05617527
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt046046854
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04884536
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt074050
IRS990ScheduleI/RecipientTable/CashGrantAmt1100300
IRS990ScheduleI/RecipientTable/CashGrantAmt2100000
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/CashGrantAmt4100000
IRS990ScheduleI/RecipientTable/CashGrantAmt5100000
IRS990ScheduleI/RecipientTable/CashGrantAmt6100000
IRS990ScheduleI/RecipientTable/CashGrantAmt750000
IRS990ScheduleI/RecipientTable/CashGrantAmt8100000
IRS990ScheduleI/RecipientTable/CashGrantAmt9100000
IRS990ScheduleI/RecipientTable/CashGrantAmt10100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1125000
IRS990ScheduleI/RecipientTable/CashGrantAmt12100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1350000
IRS990ScheduleI/RecipientTable/CashGrantAmt1448000
IRS990ScheduleI/RecipientTable/CashGrantAmt1550000
IRS990ScheduleI/RecipientTable/CashGrantAmt16100000
IRS990ScheduleI/RecipientTable/CashGrantAmt17100000
IRS990ScheduleI/RecipientTable/CashGrantAmt18100000
IRS990ScheduleI/RecipientTable/CashGrantAmt19100000
IRS990ScheduleI/RecipientTable/CashGrantAmt20100000
IRS990ScheduleI/RecipientTable/CashGrantAmt21100000
IRS990ScheduleI/RecipientTable/CashGrantAmt2225000
IRS990ScheduleI/RecipientTable/CashGrantAmt23100000
IRS990ScheduleI/RecipientTable/CashGrantAmt24100000
IRS990ScheduleI/RecipientTable/CashGrantAmt25100000
IRS990ScheduleI/RecipientTable/CashGrantAmt2697500
IRS990ScheduleI/RecipientTable/CashGrantAmt27100000
IRS990ScheduleI/RecipientTable/CashGrantAmt28100000
IRS990ScheduleI/RecipientTable/CashGrantAmt29100000
IRS990ScheduleI/RecipientTable/CashGrantAmt30100000
IRS990ScheduleI/RecipientTable/CashGrantAmt31100000
IRS990ScheduleI/RecipientTable/CashGrantAmt3229000
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IRS990ScheduleI/RecipientTable/CashGrantAmt34220000
IRS990ScheduleI/RecipientTable/CashGrantAmt35100000
IRS990ScheduleI/RecipientTable/CashGrantAmt36100000
IRS990ScheduleI/RecipientTable/CashGrantAmt37150000
IRS990ScheduleI/RecipientTable/CashGrantAmt3850000
IRS990ScheduleI/RecipientTable/CashGrantAmt39100000
IRS990ScheduleI/RecipientTable/CashGrantAmt40100000
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/IRCSectionDesc15N/A
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)
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501(C)(3)

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$405,709,664
Liabilities
$2,522,511
Net assets
$403,187,153
Revenue
$5,617,527
Expenses
$5,395,130
Net income
$222,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$501$0.70$500$78.3$11.2$67.2
2023Detailed filing. Detailed filing data is available for this year.$406$2.52$403$5.62$5.40$0.22
2023Summary only. Only limited summary data is available for this year.$406$2.52$403$5.62$5.40$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$365$2.89$362$180$4.88$175
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$259$2.68$256$96.0$4.64$91.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$145$2.22$142$8.97$3.72$5.25
2019Summary only. Only limited summary data is available for this year.$134$2.40$132$13.2$2.50$10.7
2017Summary only. Only limited summary data is available for this year.$117$0.00$117$117$0.00$117