Civic Intelligence

San Luis Coastal Education Foundation

990 • Fiscal year 2020 • EIN 82-4196024

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 08, 2020

Organization ProfileSLCEF.ORG
1500 Lizzie StreetSan Luis Obispo, CA 93401

(805) 549-1300

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.01x

Higher debt load relative to revenue than 7% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

100th percentile

14340%

Faster asset growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

14570%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$11,205,819

Up $11,128,219 (+14340%) from 2019

Net Assets

Up

$11,130,338

Up $11,052,738 (+14243%) from 2019

Liabilities

Up

$75,481

Up $75,481 from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin99th percentile

Revenue

Up

$11,388,189

Up $11,310,560 (+14570%) from 2019

Expenses

Up

$374,505

Up $368,981 (+6680%) from 2019

Net Income

Up

$11,013,684

Up $10,941,579 (+15175%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$15M$10M$5.0M$0Assets 2019: $77,600Liabilities 2019: $0Net Assets 2019: $77,6002019Assets 2020: $11,205,819Liabilities 2020: $75,481Net Assets 2020: $11,130,3382020Assets 2021: $11,827,856Liabilities 2021: $26,850Net Assets 2021: $11,801,0062021Assets 2022: $10,473,859Liabilities 2022: $23,992Net Assets 2022: $10,449,8672022Assets 2023: $11,200,562Liabilities 2023: $18,636Net Assets 2023: $11,181,9262023Assets 2024: $12,630,610Liabilities 2024: $37,700Net Assets 2024: $12,592,9102024

Highlighted filing

2020

Assets$11,205,819
Liabilities$75,481
Net Assets$11,130,338
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $77,629Expenses 2019: $5,524Net Income 2019: $72,1052019Revenue 2020: $11,388,189Expenses 2020: $374,505Net Income 2020: $11,013,6842020Revenue 2021: $597,581Expenses 2021: $968,893Net Income 2021: -$371,3122021Revenue 2022: $777,197Expenses 2022: $428,764Net Income 2022: $348,4332022Revenue 2023: $599,497Expenses 2023: $667,886Net Income 2023: -$68,3892023Revenue 2024: $1,273,013Expenses 2024: $694,890Net Income 2024: $578,1232024

Highlighted filing

2020

Revenue$11,388,189
Expenses$374,505
Net Income$11,013,684
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 8, 2020
Return Version
2019v5.1
Gross Receipts
$12,407,677
Mission and Program Overview

Mission

Partner with public and private sectors to support creative and innovative programs for the benefit of students of the san luis coastal unified school district in the areas of academics, arts, career technical education, extra-curricular activities and programs.

Strengthen community partnerships and investment for the benefit of san luis coastal unified school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$0$5,500,000▲ $5,500,000
Savings and Temporary Cash Investments$496$5,341,553▲ $5,341,057
Cash and Non-Interest-Bearing Accounts$77,104$364,266▲ $287,162
Total Assets$77,600$11,205,819▲ $11,128,219
Liabilities
Accounts Payable and Accrued Expenses$0$75,481▲ $75,481
Total Liabilities$0$75,481▲ $75,481
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$77,600$10,055,512▲ $9,977,912
Net Assets With Donor Restrictions-$1,074,826-
Total Net Assets Fund Balance$77,600$11,130,338▲ $11,052,738
Total Liabilities and Net Assets / Fund Balance$77,600$11,205,819▲ $11,128,219

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$0$4,500,000▲ $1,671-$4,490,794
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Sam BlakesleePresident
Alan IftiniukDirector
Anika ClementsDirector
Bill ThomaDirector
Dave BernhardtDirector
David MitchellDirector
Erica Flores BaltodanoDirector
Jim QuesenberryDirector
Kelli ColeDirector
Kevin BumenDirector
Kimberly McgrathDirector
Matthew WoodsDirector
Melissa JamesDirector
Rick MayfieldDirector
Rick RobinettDirector
Ron HolcombeDirector
Ryan PinkertonDirector
Steve JobstDirector
Eric PraterDirector (part Year)
Kathryn Eisendrath-rogersDirector (part Year)
Molly HughesDirector (part Year)
Rosanna MedeirosDirector (part Year)
Christine RobertsonExecutive Director
Elise St JohnSecretary
Stacey WhiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,426,148
Program Service Revenue
$0
Investment Income
$-37,959
Other Revenue
$0
All Other Contributions
$1,426,148
Change in Net Assets
$11,013,684

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,377,311
Revenue Not Reported on Financial Statements
$10,878
Revenue Not Reported on Form 990
$209,680
Total Revenue per Audited Statements
$11,586,991
Total Revenue per Form 990
$11,388,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$258,802
Other Expenses$115,703
Total Fundraising Expense$15,364
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$258,802--$258,802
Fees for Services Accounting-$12,000-$12,000
Fees for Service Investment Mgmnt Fees-$10,877-$10,877
All Other Expenses$191$954$2,806$3,951
Other Expenses$72,474-$2,598$2,598
Insurance-$1,973-$1,973
Advertising--$1,607$1,607
Fees for Services Legal-$1,398-$1,398
Travel$472--$472
Total Functional Expenses$331,939$27,202$15,364$374,505

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$533,413
Total Expenses per Form 990$374,505
Expenses per Audited Statements$363,627
Expenses Not Reported on Form 990$169,786
Expenses Not Reported on Financial Statements$10,878
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Luis Coastal Unified School DistrictSan Luis Obispo, CA115Educational Program Support$258,802
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
Audit committee
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“San luis coastal education foundation ("slcef") has a memorandum of understanding with san luis coastal unified school district ("slcusd") in which the slcef executive director will be employed and compensated by slcusd. The executive director is under the direct supervision and control of the slcusd superintendent.”

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

“The board of directors will review and approve form 990 prior to filing.”

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

“All actual or potential conflicts are required to be disclosed fully to the board of directors and all necessary parties. The board addresses conflicts of interest immediately upon disclosure.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financials are available upon request.”

Filing and Contact Details

Filer

Filer Name
San Luis Coastal Education Foundation
EIN
82-4196024
Phone
8055491300
Address
1500 LIZZIE STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Stacey White
Title
Treasurer
Phone
8055491300
Signed
2020-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Blakeslee
Formed
2017
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
24

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Chris S Delaney CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The executive committee has oversight of the audit and recommends auditor selection to the board.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-115790
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt010000000
IRS990/GrantAmt0100000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0258802
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0258802
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0903698
IRS990/GrossReceiptsAmt012407677
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01973
IRS990/InsuranceGrp/TotalAmt01973
IRS990/InvestmentIncomeGrp/ExclusionAmt077831
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt077831
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01019488
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PARTNER WITH PUBLIC AND PRIVATE SECTORS TO SUPPORT CREATIVE AND INNOVATIVE PROGRAMS FOR THE BENEFIT OF STUDENTS OF THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT IN THE AREAS OF ACADEMICS, ARTS, CAREER TECHNICAL EDUCATION, EXTRA-CURRICULAR ACTIVITIES AND PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt077600
IRS990/NetAssetsOrFundBalancesEOYAmt011130338
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-115790
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-115790
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt039894
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt077600
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010055512
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TECHNOLOGY
IRS990/OtherExpensesGrp/Desc1PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2SOFTWARE SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3INTERNSHIP FEES
IRS990/OtherExpensesGrp/FundraisingAmt05701
IRS990/OtherExpensesGrp/FundraisingAmt12652
IRS990/OtherExpensesGrp/FundraisingAmt22598
IRS990/OtherExpensesGrp/ProgramServicesAmt072474
IRS990/OtherExpensesGrp/TotalAmt072474
IRS990/OtherExpensesGrp/TotalAmt15701
IRS990/OtherExpensesGrp/TotalAmt22652
IRS990/OtherExpensesGrp/TotalAmt32598
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05500000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SAM BLAKESLEE
IRS990/PriorPeriodAdjustmentsAmt0-840
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION SEEKS TO INSPIRE OUR PARTNERS IN EDUCATION THROUGHOUT THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO DREAM BIG, BE CREATIVE, AND ACCOMPLISH PROJECTS THEY NEVER BEFORE THOUGHT POSSIBLE. THE LEARNING GRANTS PROGRAM PROVIDES FOUNDATION GRANTS THAT ARE DESIGNED TO ENCOURAGE, FACILITATE, RECOGNIZE, AND REWARD INNOVATIVE AND IMPACTFUL EDUCATIONAL ACTIVITIES THAT ACCOMPLISH THE PROGRAM PRIORITIES SHARED BY THE FOUNDATION AND SCHOOL DISTRICT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0107802
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0107802
IRS990/ProgSrvcAccomActy3Grp/Desc0NEARLY 40% OF STUDENTS WITHIN THE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT ARE SOCIOECONOMICALLY DISADVANTAGED. UNPRECEDENTED SCHOOL CLOSURES HAVE PUT NEW DEMANDS ON STUDENTS, PARENTS AND TEACHERS AS LEARNING MOVED FROM THE CLASSROOM TO THE LIVING ROOM. ACROSS OUR COMMUNITY, CHILDREN AND FAMILIES ARE STRUGGLING WITH THE DIFFICULTIES OF COVID-19. OUR MOST VULNERABLE STUDENTS ARE ESPECIALLY AT-RISK DURING THIS CHALLENGING TIME. THE SCHOOL CLOSURE IMPACT FUND WAS PUT IN PLACE TO HELP THE SCHOOL DISTRICT MEET THE NEEDS OF STUDENTS AND FAMILIES IMPACTED BY COVID-19.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt051000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt051000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt077628
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01
IRS990/PYOtherExpensesAmt05524
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt072105
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05524
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt077629
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011013684
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0496
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05341553
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FISCAL YEAR ENDED JUNE 30,2018 WAS A SHORT YEAR AS THE ORGANIZATION WAS FORMED ON AUGUST 28, 2017.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011426148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt077628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011509271
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0169786
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt077895
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0247681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt077831
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt077832
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt010893648
IRS990ScheduleA/SubstantialContributorsTotAmt0863304
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011595934
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0155523
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05495
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011756952
IRS990ScheduleA/TotalSupportAmt011834784
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010877
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt00

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Filings

Displayed year

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

Open filing
Assets
$11,205,819
Liabilities
$75,481
Net assets
$11,130,338
Revenue
$11,388,189
Expenses
$374,505
Net income
$11,013,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.04$12.6$1.27$0.69$0.58
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.02$11.2$0.60$0.67$0.07
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.02$10.4$0.78$0.43$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.03$11.8$0.60$0.97$0.37
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.08$11.1$11.4$0.37$11.0
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.08$0.01$0.07